🌻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
同時也有21部Youtube影片,追蹤數超過6,920的網紅Nojiman 。,也在其Youtube影片中提到,#夏フェス #邦ロック #メドレー 【ご覧頂く前に】 ⚠️収益化は設定しておりません。もし広告が出た場合、バンド側のレーベル等が付けている事になり、アーティスト側へ収益が届くようになっています。 YouTubeの仕様ですのでご了承ください。 (少々長い概要欄になります。暇な方は読んでや...
「早初entry time」的推薦目錄:
早初entry time 在 玳瑚師父 Master Dai Hu Facebook 的最佳貼文
【玳瑚師父課室】《第46場回顧:旺得福聖誕餐會》
46TH RECAP: “A WONDERFUL CHRISTMAS” LEARNING SESSION (English version below)
妳你有改命的決心嗎?
可是,妳你懂得尊敬她他人和自己嗎?還是覺得有免費的東西,不拿白不拿?
玳瑚師父於2018年12月24日,舉辦了眾人期待已久的餐會,第46場《旺得福聖誕餐會》。
餐會前,有參與者送上聖誕卡與花束,祝賀師父佳節愉快。餐會後亦有出席者拿玳瑚師父的新書《向善向上2 - 漫畫版》請師父簽名。
師父的餐會不收分文,一向爲他臉書專頁忠實按讚的讀者粉絲們而辦。但每次依然會有報名者,沒有閱讀,沒有按讚,也想趁機來得到師父免費的風水命理知識。
曾有一位報名者,怒氣沖沖地責問:「你要求人家讀那麽多,合理嗎?!」
也有一位沒得來的報名者說:「我自己的業,我自己背。」
其實,沒有要求。貼文中也有註明:餐會本來就是給玳瑚師父,回饋每篇都有閱讀按讚的粉絲讀者們。師父的文章有很多做人的道理,如果沒有看就已經不算善待自己,又怎麼有福份得到師父的幫助呢?
沒有付出行動,也談不上支持玳瑚師父的文宣,就想得到免費幫助,可又合情合理呢?
有位出席者曾被師父列入黑名單。因爲2017年夏天的一場餐會之前,他要求盡早接到通知,才能叫母親不煮他的飯,卻依然遲到,被拒於門外,不得參加餐會。遲到的原因是他在家裡吃飯,時間遲了,有能力卻不想花錢搭德士,依然搭巴士,在最後一刻才通知,事後也沒有主動親自向師父道歉。
當時,師父未到會場時,就已預知助理,這位男士會遲到,因為有錢卻依然要省錢,所以選擇遲到。師父告知助理,這等人無法改命,因此收到簡訊時,就直接不要給他來。
師父對於出席者的要求是:有改命的決心,也肯尊重他人。因此,禮貌和準時本來就應該兼有的。
一年半後,師父允許他出席平安夜的餐會,因爲他找師父已許久,該給一次機會,也可應證師父最初看他相的準確性。果真,他見到師父時,並沒有第一時間走過來打招呼和道歉,依然需要師父弟子的提醒。
守株待兔等待貴人時,別忘了,貴人也有很多人在追,沒有誰是應該幫誰的。
餐會精彩摘要:
(A)平安三部曲 - 內心的平安
一、師父請大家說出對「平安」這兩個字的看法。
二、師父對「平常心」的解析:
。一切都在適當的運作上
。不要過份的貪圖妄想,
。量力而爲就能得平穩
。人與人之間不要鬥爭,不要爭奪,不要有歹念,不要佔別人的便宜。
三、我們要學習宇宙的運作,爲何春天會花開,夏天會結果,秋天會凋零,冬天會冬眠?
四、爲何身體是一切的開始?
五、有分別心就會有敵人。玳瑚師父心中沒有不喜歡的人,他永遠都會選擇接受,因爲他心中只有愛,沒有敵人。
(B)平安三部曲 - 屋子的平安
六、屋子對,風水對,心情自然會好,賺錢又多,一定平安
七、哪五種建築物是噩夢的開始?
八、大門的前景如何決定我們的「錢」途平安?
九、出席者李承修先生現場分享:
2017年至2018年裡,他出席師父免費活動至少十四次。師父看他年輕,就幫他一把,在2018年的拜天公活動時,師父送他一個祭拜過的供品,問:「師父賜大福給你,要不要?」
李承修先生點頭說要,便雙手接過師父賜予他的供品,並感謝師父。他得到師父無數的風水貼士和自身增運法後,積極的去進行。他的電子商務從幾乎零營業額,到今年收入增加到令人驚訝的數字!
十、問:堅強的意志力不可以超越壞風水的影響力嗎?
師父答:人不可能那麽厲害。凡夫有很多的問題,心裡很複雜,因此會產生很多的負能量。祇有修行人才能超越,因此自己不能做到的,就應該去請一個能做到的師父。
十一、問:大門外就看到另一戶,好嗎?
十二、爲何玳瑚師父不推崇用水晶改命?
十三、屋子和我們健康的關聯
十四、如何選最適合自己的飯桌
十五、請不到好的風水師父,如何自己選屋子?
十六、2019年如何催旺家中財位?
(C)平安三部曲 - 自身的平安
十七、玳瑚師父分析眾人的氣色
十八、男人犯淫如何影響旺氣?
十九、精神 - 「精」與「神」的關聯
二十、有錢了,不要自己吃,發達了,也要幫助別人。
(D)玳瑚師父現場看風水
二十一、有方案,沒魄力的男人如何看?
二十二、有再大的抱負,爲何還是敗給差勁的臥房風水?
二十三、原來五行的運用決定我們的盛衰!
二十四、這種房屋,有如一個戰場:主吵架、沒錢、犯陰煞!
等等等。
我們的年齡祇會一年一年的加,不會一年一年的減少。風水,能夠把一個機會變成一百個機會。玳瑚師父不是叫大家貪心,但是在這個世界,沒有錢是萬萬不可以的。玳瑚師父與出席者們開玩笑說:「我希望每個人都生活安逸,這樣你們就不會向我借錢。」
師父提醒男出席者們:男人介紹自己時,要有力,不要柔柔弱弱,聽不到聲音。但也要記得,男人的威風,在於有本事又能幹,而不是叫你用你的力氣去打女人、欺負女人。
平安的定義在於妳你的心境。我們都要去接受每個人,去想每個人都有她他的長處。當我們能夠把自己的心打開時,就是我們真正去迎接「平安」的時候了。
.....................
Do you have the resolve to change your destiny?
However, do you know how to respect others and yourself? Or do you think that if something is available for free, you would be a fool for not grabbing it?
On the night of Christmas Eve, 24 December 2018, Master Dai Hu conducted the much anticipated 46th Learning Session, A Wonderful Christmas.
Before it commenced, a participant gave Master a bouquet of lilies and a Christmas card, wishing him happy holidays. At the end of it, there were also participants who sought Master's autograph for his new comic book, Towards Kindness, Towards Betterment.
Master Dai Hu had never charged a single cent for his learning sessions. They were always conducted to repay his loyal fans, who dutifully read his FB posts and tapped Like for every single one of them. However, there will be still applicants, who neither read nor tap like for the posts, wanting to attend the free Learning Sessions and benefit from Master Dai Hu's Chinese Metaphysics knowledge.
One rejected applicant texted, "I will bear the consequences of my own karma."
Another applicant angrily asked, "Is it logical that you expect people to read so many of your posts?!"
Actually, there is no expectation. It is already clearly stated in the FB notice: the Learning Sessions are meant to benefit Master Dai Hu's devoted readers and fans, who read his FB posts and tapped Like for every single one of them.
There are sensible life truths in Master Dai Hu's posts. If you do not read them, you can't be considered as a person who treat yourself with benevolence. In this case, how will you have the good fortune to receive the help of Master Dai Hu?
If you did not invest any effort, and do not support Master Dai Hu's writings, yet you still wish to get his help for free, how is that reasonable and logical?
One participant was blacklisted by Master Dai Hu previously. He was due to attend one session in the summer of 2017. Before that, he requested for an early notification, so that he could inform his mother not to cook dinner for him. However, he still arrived late and was denied entry.
His reason for his lateness was him wanting to save money. He ate dinner at home and took the bus, despite running late and having the financial ability to take a taxi. He sent a late notice and did not personally apologise to Master Dai Hu for his tardiness.
Before Master Dai Hu reached the venue, he had already informed his assistant that this gentleman would be late by choice as he was a miser, and hence, chose not to spend when necessary. Master Dai Hu remarked that a man of such caliber made a poor candidate for destiny transformation, and preempted the assistant to turn him away when he would text later.
Master Dai Hu's prerequisite to all participants has always been:
* Have the tenacity to turn your destiny around
* be able to respect others
Therefore, good manners and punctuality are definitely traits that one should have.
1.5 year later, Master Dai Hu gave permission for this gentleman to attend the Christmas Eve's Learning Session. Reason being, he had been trying to contact Master Dai Hu for quite some time, and it was time to give him a chance. Secondly, the meeting would also validate Master Dai Hu's accuracy in reading his facial features.
True indeed, when the gentleman saw Master Dai Hu, he failed to take any initiative to introduce himself, greet Master, or offered his apology. He had to be reminded by Master's disciple before doing it.
When we are passively guarding a tree-stump, waiting for a benefactor to stroll by, don't forget that the same benefactor is also pursued by many other people, who bother to show the initiative. Nobody is obligated to help anybody.
Learning Session Highlights:
(A)TRILOGY TO BEING SAFE & SOUND - #1 INNER MIND
1. Master Dai Hu invited everybody to share what being safe and sound meant to them
2. Master Dai Hu explained the term 平常心 (a calm mind):
- Everything function in an appropriate order
- No excessive coveting and wishful thinking
- Live within your means and you will achieve stability
- Do not fight with others, do not contend with others
- Do not harbour evil intentions.
- Do not take advantage of others.
3. We must learn the ways the Universe operate. Why do flowers bloom in Spring, fruits are borne in Summer, the leaves wilt in Autumn, and hibernation take place in Winter?
4. Why does everything begin from our bodies?
5. To have a discriminating heart is to have enemies. In the heart of Master Dai Hu, there is nobody that he dislikes. He always choose to accept, because there is only love in his heart and no enmity.
(B)TRILOGY TO BEING SAFE & SOUND - #2 HOME
6. When the house is right, the Feng Shui is right, your mood will naturally be great and so will your income level.
7. Which 5 types of buildings are the beginning of your nightmares?
8. How does the front view of our main door decide the safety and soundness of our money future?
9. A participant, Mr Lee Cheng Xiu, shared his live testimony:
Between 2017 and 2018, he attended 14 of Master Dai Hu's free learning sessions. Master Dai Hu decided to give him a helping hand, upon seeing how young he was. In 2018's prayers to the Supreme Jade Emperor, Master Dai Hu gave Mr Lee an offering from the prayer session and asked, "I bestow great fortune to you. Do you want it?"
Mr Lee Cheng Xiu nodded his head and said he wanted, before receiving the offering with both hands and saying thank you. He received countless Feng Shui advice and self luck booster suggestions, and diligently implemented Master's advice. His ecommerce revenue increased dramatically from almost zero sales to a shocking figure this year.
10. Question: Can strong willpower surmount the influence of a bad Feng Shui?
Master Dai Hu's reply: It is impossible for a mere mortal to have this ability. Man has many problems and a complicated mind. These produce many negative energies. Only an accomplished spiritual cultivator is able to triumph the effects of a bad Feng Shui. Hence, when you are unable to do it, you should seek the help of a Master who can do it.
11. Question: When your main door faces the main door of another household, is it ideal?
12. Why does Master Dai Hu discourage the use of crystals in destiny transformation?
13. The correlation between our homes and our health
14. How to choose a dining table most suitable for ourselves
15. If you are unable to engage a good Feng Shui master, how can you choose a suitable house?
16. In 2019, how do you activate the store of wealth in your home?
(C)TRILOGY TO BEING SAFE & SOUND - #2 SELF
17. Master Dai Hu analysed the facial auras of participants.
18. How does sexual misconduct affect the prosperity of men?
19. The Chinese term 精神 - the correlation between 精 and 神
20. When you have the money, do not eat it all by yourself. When you strike it rich, you must help others.
(D)MASTER DAI HU LIVE FENG SHUI AUDITS
21. How do you tell that this man has plans but lack the drive and boldness to carry them through?
22. Why is a great ambition defeated by lousy bedroom Feng Shui?
23. So this is how the application of the five elements determine our victories and defeats!
24. A house formation like this is like a live battlefield - daily quarrels, lack of money, Yin afflictions.
etc.
Our age will only increase year by year, and not the other way. Feng Shui has the ability to transform a single opportunity into a hundred more. Master Dai Hu is not encouraging everybody to be greedy, but in this world of form, it is impossible to live without money. Master Dai Hu cracked a joke with the participants, "I hope for everyone to have a comfortable life, so that you won't end up having to borrow money from me."
Master Dai Hu also reminded the male participants: When a man introduces himself, there must be strength in his words and never to speak weakly or softly. But bear in mind that a man is deemed impressive when he is capable and competent, not when he uses his strength to beat a woman or bully the fairer sex.
The definition of 平安 (being safe and sound) lies in your state of mind. We must be able to accept everybody, and think of their good points. The moment we can open up our hearts will be when we can truly receive 平安 .
*********************
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心可造天堂,心可造地獄。
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30則真人真事的度眾故事 30 real-life deliverance stories of Master Dai Hu
全彩色的漫畫 Comic in full colour illustration
中英文翻譯 In both English & Mandarin
192頁 192 pages
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早初entry time 在 運動解密 Fitness Leaks Facebook 的最佳解答
「舊文回顧」
最早的增強式訓練
今天來聊聊我們平時所稱的跳躍力訓練
【增強式訓練(Plyometrics)】的小小歷史知識
(如果有人知道更多歡迎糾正。分享與討論才是進步的原動力)
增強式訓練(Plyometrics)最早是在1950年代末期1960年代初期
由蘇聯的田徑教練Yuri Verkhoshansky所發明的
其中包含了Depth Jump(深跳)和Drop Jump(落下跳)這兩個動作
之後美國的一位教練兼學者Michael Yessis前往蘇聯拜訪
Yuri Verkhoshansky學習後將此訓練法帶回美國
並由另一位美國的田徑選手Fred Wilt將此動作定義為【Plyometrics】
Fred Wilt在那個選手都還只會用各種伸展運動當作暖身的時代
無法理解為何俄羅斯選手在用一些奇怪的跳躍動作當作田徑比賽前的熱身
但他相信這就是為何當初蘇聯田徑選手在賽場上這麼成功的原因
(所以其實早期田徑場上表現最強的不是美國而是蘇聯選手啊!!)
【Depth Jump(深跳)和Drop Jump(落下跳)的差別】
首先,Drop Jump(落下跳)和Depth Jump(深跳)最大的差別在於
落地時膝蓋的彎曲幅度( knee flexion)以及
與地面的接觸時間(Ground Contact Time)
執行Drop Jump在落地的時候必須限制膝蓋彎曲的幅度
並且同時盡可能地縮短雙腳與地面接觸的時間(minimal ground contact time)
所以著地的瞬間身體肌肉是以很堅硬的狀態去跟地板接觸
藉由此方式才能達到快速伸展收縮循環(SSC)以及反射力量/reactive strength的機制
所以為了要盡可能地縮短與地面接觸的時間
Drop Jump通常都會犧牲一點跳躍高度
但跳躍高度就不是重點嗎?也不是,而是要在最短的與地面接觸時間內達
到最高的起跳高度才是Drop Jump的訓練重點
而Depth Jump(深跳)則是落地後希望以最佳的(不限制膝蓋彎曲幅度)
膝蓋彎曲幅度( knee flexion)以及地板接觸時間來達到最高的跳躍高度
此動作通常會以摸一個目標物為執行動作
另一種兩個動作的差異性是落下的平台高度
Depth Jump(深跳)會由一個較高的平台75公分以上到甚至110公分高
的平台所落下,不限制膝蓋彎曲幅度盡可能地跳高
(以增加最大力量maximum strength)為訓練目標)
Drop Jump(落下跳)則是從相對較低的平台20到60公分左右的平台上落下
研究認為如果從超過60公分以上的平台落下
將會大幅提高關節受傷的風險,而且會延長雙腳與地板接觸的時間
導致無法達成此動作的訓練目的( elastic energy recoil.)
也會降低反彈後起跳的高度
因為Drop Jump的訓練目的就是要藉由短暫地接觸地面時間(Short Ground Contact Time)後盡可能地跳高來達成牽張反射的機制(SSC)
這也是許多教練在執行此動作時會誤解的地方
例如:最常見的錯誤就是給予運動員適當的高度平台卻不會要求運動員縮短 Ground Contact Time
→過長的轉換過程(Amortization Phase)→無法訓練到快速肌肉伸展收縮循環的機制(SSC)
或者知道要縮短Ground Contact Time卻不會同時要求盡可能地跳高
→無法訓練到反射力量機制(elastic energy recoil)
或者給予運動員過高的平台卻要運動員快速地起跳
→增加受傷的風險+過長的轉換過程(Amortization Phase)→無法訓練到快速肌肉伸展收縮循環的機制(SSC)以及反射力量機制(elastic energy recoil)
參考資料
http://www.xlathlete.info/…/a…/entry/depth_jump_vs_drop_jump
[1] Fred Wilt. “Plyometrics – What is it and how it works”, Modern athlete and coach, 1978, n.16, pp.9-12.
[2] M. F. Bobbert. Drop Jumping as a Training Method for Jumping Ability. Sports Medicine 9(1):7-22, 1990. (Page 8).
[3] Marco Santello. Review of motor control mechanisms underlying impact absorption from falls Gait and Posture 21 (2005) 85–94. Taube W, Leukel C, Gollhofer A. How neurons make us jump: the neural control of stretch-shortening cycle movements. Exerc Sport Sci Rev. 2012 Apr; 40(2):106-15.
#跳躍力聖經
#跳躍力團體課
#跳躍力訓練
#一對一私人訓練
#爆發力
#跳高
#籃球
#排球
#跳躍力檢測
#私訊
早初entry time 在 Nojiman 。 Youtube 的最讚貼文
#夏フェス #邦ロック #メドレー
【ご覧頂く前に】
⚠️収益化は設定しておりません。もし広告が出た場合、バンド側のレーベル等が付けている事になり、アーティスト側へ収益が届くようになっています。
YouTubeの仕様ですのでご了承ください。
(少々長い概要欄になります。暇な方は読んでやって下さい)
本当ならば、この動画は世の中に出るべきものではなかったものなのかもしれません。
この動画のコンセプトは「フェスに行けない人へ捧げる事」です。
それは昨年の動画だけで充分でした。
(https://youtu.be/H6BGWwjV2WY)
「1年経ったら流石に状況が変わって、みんなフェスやらライブに行けるだろう!」、「2020年さえ乗り切れば2021年は元通りだろう!」と思っていました。
蓋を開けてみれば去年とまるで状況が変わっていない。相次ぐフェスやライブの中止、延期。最悪の場合、バンドの解散にまで陥っているところもちらほら。
第2弾のメドレーをやる事は前から決めていましたが、どうしても「2回目」の動画は非常にハードルが高く、1回目を超えることが出来なかったりとピーキーなものです。
特に前回の動画は目に見える数字が軒並み高水準で、僕のチャンネルの中でダントツの人気動画になりました。
(その節はどうもありがとうございました🙇♂️)
その分、前回の動画を超えて視聴者の皆さんへ満足していただける演奏をするのは、短いスパンでは厳しいものがあります。
やるとしても2年連続ではなくて、少し間を空けて出そうと当初は考えていました。
(大型動画は事前にしっかりとプランニングと現状把握、過去の反省をし、どうすれば皆さんに共感と感動を得ていただけるかを考える時間が必要です。コピーの早さをアイデンティティにしているNojimanですが、コピーの早さを重視したスタイルで数年活動してきたからこそ逆に得られた経験です)
ただ、去年と全く状況が変わっていない以上、やはりこの動画は「必要」だと思いました。それは僕自身にとっても、いつもよくして下さってる視聴者の皆様にとってもです。
この動画を作りたかったか?と言われると、ちょっと微妙なところではあります。コロナ禍が落ち着いていれば作る事はなかったはずのものなので。(作るのもめちゃくちゃ時間がかかりますし)
ただ、前回の動画で「フェス気分を味わえました!ありがとうございます!」といったコメントを多く頂けていた為、こんな僕の動画でも人の為になってるんだなと強く実感しました。
少し動画の中身の話をしますが、この動画には邦ロック好きなら1バンドくらいは好きなバンドがいてもおかしくない!そんなメンツです。
ただ曲を並べただけでなく、音楽的な観点といち邦ロック好きとしての観点で組んだセトリ。
本当の「夏フェス」に行っているような感覚になれる動画でもあり、邦ロック好きなら「あっ!」となる仕掛けもあります。
計算して10分ギリギリの9分57秒に収めた、計55曲。
何よりNojimanが本当に邦ロックを好きなんだと伝える事が出来る動画でもあります。
他の誰にも作り上げることが出来ない、真似出来ない動画です。
果てしない満足感と、本当にフェスに行っているような気分になれるはずです。
このフェスに入場チケットは要りません!!
お金は要りません!
シャトルバスは必要ありません!!
駐車券も必要ありません!!
グッズは各アーティストのオンラインストアでお買い求めください!!
フェス飯は無いです!ごめんなさい!😂
ドリンクは会場で250円で買うよりスーパーに行った方が安いので今から買ってきてください!!
熱中症に気をつけてください!!
ポカリとかモンスターとかリポDとかは配ってないです!!
モッシュ、ダイブは自分の布団の上でしてください!
ツーステやコーレスは近所迷惑にならないようにしてください!!責任は取れません!!😂
必要なものはスマホだけです!!!
あっという間の9分57秒、楽しんでください!!!
最後に改めて…
見つけていただき、ありがとうございます!
来年は同じような動画を出す必要が無い世界になりますように!!!
(演奏、編集、執筆 : Nojiman)
PS.
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喜びを分かち合う事が出来る一員に、ぜひ今のうちになって下さい!必ず後悔はさせません!
チャンネル登録、Twitterフォロー待ってます!
⚠️以下、ネタバレ注意!!!!⚠️
【タイムテーブル】
0:00 KEYTALK / MONSTER DANCE
0:24 SILENT SIREN / フジヤマディスコ
0:31 KANA-BOON / シルエット
0:44 sumika / 1.2.3..4.5.6
0:56 ネクライトーキー / 夢みるドブネズミ
1:01 キュウソネコカミ、レキシ / KMTR645
1:06 go!go!vanillas / SUMMER BREEZE
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1:31 WANIMA / いいから
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1:41 オメでたい頭でなにより / さくらんぼ(大塚愛 cover)
1:56 打首獄門同好会 / なつのうた
2:07 ヤバイTシャツ屋さん / ヤバみ
2:11 夜の本気ダンス / Sweet Revolution
2:34 ポルカドットスティングレイ / パンドラボックス
2:40 ゲスの極み乙女。 / ノーマルアタマ
2:47 WOMCADOLE / ペングイン
2:57 Half time Old / アウトフォーカス
3:04 SHE'S / 追い風
3:12 reGretGirl / shunnari
3:19 サイダーガール / オーバードライブ
3:26 ハンブレッダーズ / ユースレスマシン
3:30 Saucy Dog / 君がいない
3:42 マカロニえんぴつ / OKKAKE
4:00 SHISHAMO / 明日も
4:05 Hump Back / 拝啓、少年よ
4:16 KOTORI / 19歳
4:26 ハルカミライ / ファイト!!
4:37 SIX LOUNGE / プラマイゼロ
4:47 yonige / さよならアイデンティティー
4:57 My Hair is Bad / 復讐
5:05 SHANK / Good Night Darling
5:29 Dizzy Sunfist / Joking
5:38 10-FEET / super stomper
5:46 HEY-SMITH / Come Back My Dog
6:03 SiM / f.a.i.t.h
6:12 coldrain / The Revelation
6:24 Crossfaith / Eclipse
6:30 MAN WITH A MISSION / Emotions
6:36 ROTTENGRAFFTY / 相殺微量サイレンス
6:46 Fear,and Loathing in Las Vegas / Rave-up Tonight
6:59 MY FIRST STORY / Missing You
7:09 BLUE ENCOUNT / バッドパラドックス
7:17 04 Limited Sazabys / climb
7:26 THE ORAL CIGARETTES / Uh…man
7:38 クリープハイプ / 憂、燦々
7:51 SUPER BEAVER / 閃光
8:01 マキシマム ザ ホルモン / 恋のメガラバ
8:12 UVERworld / IMPACT
8:19 Official髭男dism / Amazing
8:34 サカナクション / 新宝島
8:46 [Alexandros] / 閃光
8:55 RADWIMPS / 有心論
9:08 ONE OK ROCK / キミシダイ列車
前回→ https://youtu.be/H6BGWwjV2WY
使用機材
Bass:Fender custom shop custom classic jazz bass V
effector:darkglass B7K ultra、EBS multi compressor(ikebe)、MXR envelope filter、Sonic Research ST-300、Line 6 wireless、Vo.VA-80MarkⅡ
サブアカウントもあります!
https://www.youtube.com/channel/UC-G9DtIo1-ce8Y0eha48IZA
【オススメ動画】
フェスで聴きたい!邦ロック メドレー!
https://youtu.be/H6BGWwjV2WY
こちらで紹介しています!随時更新してます🕺
https://www.youtube.com/playlist?list=PLahNdTQk2aDxrOAFTU2afNr2XieZtftIz
①Twitterやってます!(日常、Tabはこちらから!)
https://mobile.twitter.com/NojimanBass
@NojimanBass
②インスタやってます!(不定期にインスタライブしてます!)
@NojimanBass
③ブログやってます!(長文で邦ロックを語ります)
https://10969.hatenablog.com/entry/2019/02/11/235007
【Special Thanks!】
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早初entry time 在 てぬキッチン/Tenu Kitchen Youtube 的最佳貼文
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\新刊!魔法のてぬきおやつの続編が発売になりました♪/
『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』
↓↓
https://www.amazon.co.jp/dp/4847070267
電子版も同時発売になりました!
↓↓
https://www.amazon.co.jp/gp/product/B08T14M8HH
\お陰様で再度重版していただき10万2千部に!本当に本当にありがとうございます!/
『世界一ラクチンなのに超美味しい!魔法のてぬきごはん』
↓
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\15万8千部突破!!お菓子レシピ本大賞♪/
『材料2つから作れる!魔法のてぬきおやつ』
↓
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Amazon、その他ネット書店、全国の本屋さんで販売していただいております!
ぜひチェックしていただけると嬉しいです♪
〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓
▽〝さっぱり無限きゅうり〟の詳しいレシピはこちらのブログから♪
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【さっぱり無限きゅうり】
今日は、調味料2つだけでさっぱりして無限に食べれそうな美味しさの『さっぱり無限きゅうり』を作りました!暑くなってきたらこれぜひ作って欲しいレシピです。
塩昆布の旨味とゆかりの爽やかさ、きゅうりと合わせると最強です。
ポリ袋でとても簡単にできるので、おつまみにするのもよし、副菜にするのもよし!ぜひお試しいただけると嬉しいです!出来立てはシャキッと少し冷蔵庫でなじませるとしんなりとします。長時間おくと水分が出てくるので早目にお召し上がりください。
〈材料〉1~2人分
きゅうり 1本
塩昆布 5g
ゆかり 小さじ1/3〜1/2
▽チャンネル登録はこちらから♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
【Fresh infinite cucumber】
Today, I made a delicious "fresh infinite cucumber" that you can eat infinitely with just two seasonings! This is a recipe I definitely want you to make when it gets hot.
It is the strongest when combined with the umami of salted kelp, the freshness of the connection, and the cucumber.
It's very easy to make with a plastic bag, so you can use it as a snack or as a side dish! I hope you can try it! The freshly made product will be crispy and softened in the refrigerator. If you leave it for a long time, water will come out, so please consume it as soon as possible.
〈INGREDIENT〉For1~2
1 cucumber
Salt kelp 5g
Yukari 1/3 to 1/2 teaspoon
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◎お仕事の依頼等はこちらまで→tenukitchen_tenukin@yahoo.co.jp
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早初entry time 在 てぬキッチン/Tenu Kitchen Youtube 的精選貼文
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\新刊!魔法のてぬきおやつの続編が2月3日発売になります♪/
『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』
Amazonで予約が開始しておりますので、予約のページを貼らせていただきます!
↓↓
https://www.amazon.co.jp/dp/4847070267
\お陰様で再度重版していただき73000部に!本当に本当にありがとうございます!/
『世界一ラクチンなのに超美味しい!魔法のてぬきごはん』
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https://www.amazon.co.jp/dp/4847099621
ただいま重版記念フェアを開催していただいております!対象店舗で『魔法のてぬきごはん』をご購入いただいた方に〝ミニまな板〟をプレゼント。詳細や対象店舗などはこちらからご覧ください。
↓
https://www.wani.co.jp/event.php?id=6914?key=1100
\15万部突破!!お菓子レシピ本大賞♪/
『材料2つから作れる!魔法のてぬきおやつ』
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https://www.amazon.co.jp/dp/484709879X/
Amazon、その他ネット書店、全国の本屋さんで販売していただいております!
ぜひチェックしていただけると嬉しいです♪
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▽〝レンジシフォンケーキ〟の詳しいレシピはこちらのブログから♪
『てぬキッチンのブログ』⇒ https://www.tenukitchen.com/entry/2021/01/18/222326
▽twitterもやっているので、もし『てぬキッチン』のレシピをお試し頂いたら、#てぬキッチン をつけて投稿してもらえると嬉しいです♪
『てぬキッチンのtwitter』⇒ https://twitter.com/tenu_kitchen
【レンジシフォンケーキ】
今日は、電子レンジで作れる超簡単な『シフォンケーキ』を作りました!シフォンケーキはレンジで作ったらたったの2分30秒でできて、驚くほどふわふわできめ細かい生地のシフォンケーキが出来上がります。
オーブン使わずに作ったとは言わなかったら分かりません!!
オーブンは予熱する時間もかかるし焼き時間も長いので、早くシフォンケーキ食べたいって時にはぜひ『レンジシフォンケーキ』お試しください♪
〈材料〉15㎝紙製シフォンケーキ型
卵 2個
砂糖 大さじ6
☆油 大さじ1
☆牛乳 大さじ2
ホットケーキミックス 50g
▽チャンネル登録はこちらから♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
【Chiffon cake】
Today, I made a super-simple "chiffon cake" that can be made with a microwave oven! A chiffon cake can be made in a microwave in just 2 minutes and 30 seconds, resulting in a surprisingly fluffy and finely dough chiffon cake.
I wouldn't know if I didn't say I made it without the oven! !!
The oven takes a long time to preheat and the baking time is long, so if you want to eat chiffon cake quickly, please try "range chiffon cake" ♪
〈INGREDIENT〉15㎝ Chiffon cake mold
2 eggs
6 tablespoons sugar
☆ 1 tablespoon of oil
☆ 2 tablespoons of milk
Hot cake mix 50g
▽Subscribe to my channel♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
◎お仕事の依頼等はこちらまで→tenukitchen_tenukin@yahoo.co.jp
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