關於 4 point perspective room ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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

ประภาส ชลศรานนท์ ที่ผมแอบมอง
---
1
จำไม่ได้ว่าผมหยิบหนังสือ "เพลงเขียนคน ดนตรีเขียนโลก" มาจากหิ้งหนังสือของห้องสมุดแห่งไหนในจุฬาฯ แต่จำได้แม่นว่า นี่คือหนังสือเล่มหนึ่งที่เติมสารประกอบสำคัญเข้ามาในสมอง และหล่อหลอมให้เกิดความคิดแบบหนึ่งขึ้นในหัว กระทั่งวันนี้ความคิดนั้นยังคงอวลอยู่ไม่ไปไหน
...Continue ReadingPrapha sachon saranon that I sneak peek at
---
1
I don't remember which library I picked up "music writing" from which library in chula, but I remember this is a book that added an important compound into my brain and forged. One thought in my head until today, that thought is still going anywhere.

The idea that is " many more

Along with the feeling that our little hands can write the world.

I have been listening to "Chaliang" since elementary school. Milk hasn't set (now). I still). I understand. When I was in University, the band disband disband has left just a story on the wood sheet for me. A lot of music never old. Those are written from the end of brother chik's pen - prapha chon Sara non

Reading this book makes you see the idea behind each song, and even more you see the author.

For me, whether brother chik wrote a song, wrote a book or made a movie, all he tried to do is ask people to try to look at the corner with more than just the corner.

See the world and your heart will be expansive.

Many more (many more that we don't know. We see it. Just in case we haven't seen it yet), Hibiscus Tree and blind (blind, but the mind is still bonded beauty), if there are only two of us in this world (time I'm hungry. Two of us will eat sticky rice with chicken noodles. Who to buy), it's up to who (it's up to who sees it, who can hear it, who decides), calm down bro (where are you going to fight with? I don't have time. Search for mind) etc.

Many songs of the lyrics are annoying. Such as when a lot of love songs say, " there are only us in this world brother chik asked me. Who will you want to eat noodles, who do you buy from? During a loud song If you don't love me, tell me. Tell me a word. " brother chik also wrote a song. Calm down. Where are you going? Let's see.

Khun Prapha Somchai cuddle will see the world in the drone corner. It's flying up to see the wide picture and spread out that there may be a corner that we forget to look at. The world could be something else.

...

2
"many more" in the meaning of brother chik doesn't eat just one thing. There are hundreds of thousands of possible sources, but it also means looking at everyone. Everything is equally important. Equally beautiful. Not comparing to take it to take the beams, but look beautiful. Of that person then pull out that potential to create value

" Classic, don't insult jazz
Jazz don't watch clan pop
Pop, don't mind the country.
Don't be sulking with doctor lam.
Doctor Lam, don't think more than classic. It's high "

This is a message on the screen in the concert. The song makes me think of what brother chik told me in this book. "people are like fingers. It's not equal but fingers too and have different duties" is a teacher's speech. Teaching kids in the young movie of piak posters.

To this day, the " finger is not equal " has been interpreted and wittalion. But in the meaning that I understand that brother chik wants to press, the " difference " rather than " inequality " is thumb is different from Index Finger and pinky and brother chik says " you could be a pinky finger which is more important than the index finger in some things read and think that our round fingers are valuable in our way.

"Tao" which sees the value of the nature of things like this. Often seen in the work of brother chik.

...

3
Mr. Prapha is not a big person. If there are two sides, brother chik will not stand on one side. Maybe because of the eyes that sees the beauty of each thing, each mind and an open view. I don't believe that anyone is all right. Or all wrong. Everything is good or bad.

Most importantly, this kind of thought resilience is believed that the people or the extreme thoughts we see are not eternal, but it can always change. The Extreme can also be adjusted, divided, exchange. New ingredients in themselves.

Once I had an opportunity to sit and talk with brother chik. Then we went to consult about making tv show. Our team is interested in a program that focuses on content. Easy, I want to pass knowledge to the audience. When I tell you the pattern and content to you. Listen to the brother ask, " is knowledge necessary that it must not be fun stop thinking and continue asking " is entertainment necessary to be ridiculous "

Just these two questions expand our view. We can see a new area that there is still space in the middle that combines what we thought were irrelevant. Different Worlds. and if we could, we could, we wouldn't cut off any kind of value.

...

4
That's another feature of brother chik that I secretly look at. This guy doesn't teach straight away, doesn't comment, but he likes to ask questions. Let the partner to consider it himself. This technique is used in writing as well.

The question that brother chik throws at can make us think " can it be something else " or " can it really see one way

This kind of conversation is like a kind adult who doesn't block. It doesn't draw the line what it should be. But let us choose by ourselves. This is how to tease you think with the question that khun prapha can use this kind of weapon. Praew praew praw praw praw praw The more and more.

If anyone has worked with brother chik, maybe it feels why I came up with this idea! I'm really good! But in fact, we can think because we are triggered by his brother's questions, but we will feel good because no one has ordered us to do that. We make our own decisions.

So it's not just creative work, but the way of working is also creative.

...

5
The Picture of brother chik that I remember when I was looking at the idol in the conference room is a picture of a playful executive like a little boy who had the big one who had the power to make any decision.

I saw his brother spinning pen, drawing a picture, and poke him out while everyone was meeting seriously thinking about it.

Good ideas often come up during our relaxing time -- I've heard many good thinking people say that. Many people say that if we don't lose our children, we will always keep the potential to imagine and creative.

Photo of Mr. Prapha in the conference room for me like a playful kid.

Another picture that I remember is in the conference room and dining table of the group who often meet each other. Brother Chik will tease the scared by putting a glass of water. The Edge of the table. It seems to fall to test if that person can endure enough. That person keeps moving deep. Mr. Prapha will laugh and says, " can't you stand it? Can't you stand this kind of thing

A Writer, a creative thinker that we have been following for a long time. Admired and thought that he would be quiet. But when he met the real one, he became a playful little boy, fast talking, Pear, praw and questioning. A very fun conversation.

...

6
If I would write about "the" from the eyes that I would have written many pages of paper because I have been looking at brother chik since the work behind my thoughts to read every interview that I saw until I had a chance to meet on the occasion. I'm always looking at verbs, symptoms and thoughts of brother chik. Teacher's Melody.

Finally, brother chik is not crazy. People may see the work, but they don't have to see his own. We know the song. Scream and laugh with brothers and musicians. We love the program of work. Point or many other creative works caused by this brother's mind, but often we don't even know or don't even think there is him behind it.

This is another thing that brother chik taught me. We can make a change or create something without letting people see us. in some cases, it's more powerful than having better cuddle results.

We have seen Mr. Prapha through some work, but I believe there are many pieces of this sharp and round anchor that we didn't know was his work.

The fit of being seen is something that brother chik manages to learn and nan cuddle baht.

Prapha Chon Saranon is a teacher with many lessons to sneak peek and learn.

Thank you brother chik for being an inspiration, an open thought perspective. He ignites the dream of writing books and giving "many more" tips in my heart since I was in teenagers through your work.

Congratulations to brother chik for the National Artist Award in performing arts as the creator of International Thai entertainment and music event this year.

I really want to tell brother chik that "music writing music"

At least one of me is the productivity from your song.

With love and thanks

Ehhh (round finger)Translated

Here’s my review of the Comedy Zone Asia 2018 review - http://www.heraldsun.com.au/entertainment/comedy-festival/comedy-festival-2018-tired-jokes-of-white-guilt-mar-comedy-zone-asia/news-story/f9bb7d21546650e3af663304928c61a2

Tired perspective of Asians mar Comedy Zone Asia alumnus
By Kuah Jenhan, Comedy Zone Asia 2015 alumni, Herald Sun’s hirarious (sic) comedian 2017

The reviewer starts by cleverly employing on-the-nose, current flavor of the month, trigger phrases like “white guilt” in its title, “Tired jokes of white guilt mar Comedy Zone Asia”, allegedly setting the tone for the review to come.

However alleged as it seem, it doesn’t seem to hit the mark, allegedly. The reviewer un-allegedly claims the comics in Comedy Zone Asia (CZA) are, “Asia’s allegedly rising comedy talents...” showing that he was more aware that the five comedians are up-and-coming acts (whose combined years of experience is still less than any one of the Daves), than the fact that starting his review with the word “allegedly” already suggests an intent on negative judgement. Full disclosure: I am iffy on how to allegedly use allegedly.

I struggled to understand the intention behind the review as he goes on to award the show only 2.5 stars, but sing praises to four out of five acts while making sure we all knew he found Takashi Waka’s (Japan) name to be a really great comedy name. Why is that so? We may never truly know. After all I do not possess the ability to read minds the same way the reviewer showcased his ability to know that the collective audiences of Doncaster would like to be compensated for being part of an alleged rising comedian’s crowd work.

One has to wonder how the reviewer could have taken away 2.5 stars from the show due to Karunesh Talwar (India) alone. Surely four out of five comedians doing well should average the rating of the show to 4 out of 5 stars, 3 if you’re being miserly.

Might the atmosphere, as in the actual breathable atmosphere in the room, also hurt the show? It seemed to be an important point the reviewer was attempting to make but unfortunately was marred by hateful presentation. Karunesh, with his “vibe-killing set”, -1 star. The lack of air at the “Melbourne Suck The Air Out Of The Room Festival” -1.5 stars.

The closer however was definitely spectacular to say the least. The reviewer calls out the fact that comedians attempting jokes at the expense of Ol’ Whitey were getting tiring. Not only tiring but the fact Asians found being complimented on their English condescending is nothing short of a ludicrous sentiment. Of course the Asians don’t know how they themselves felt! What is an Asian’s experience but merely a third world experience which is probably only worth 1/3 the ‘normal’ average experience.

To borrow a page from the reviewer’s book, this only logically begs the question (black-white, left-right, up-down, and only polar opposite points-of-view need apply) what’s the alternative? To go full Asian, if that’s even a thing, speaking in faux-Asian accents and joking about being able to name more than five kinds of noodles?

Ahh, to be an Asian comedian from a young burgeoning Asian comedy scene hoping to compete on a more global platform and be judged fairly.

Sorry, nice reviewer. 2.5 stars.

🌸本放送：
https://mixch.tv/u/15972665/live

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【#PUBG 大会 ※5分遅延】PUBGミクチャCUP vol.3【夢乃名菓の夢の中】 #Vtuber #PUBG女子
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🌸本放送：https://mixch.tv/u/15972665/live

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・不適切なお名前や、荒らしは無言で通報です。反応するのもNGです
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公式HP：https://ymnnk.com/wp/
Twitter：https://twitter.com/yumeno_meika
YouTube：https://www.youtube.com/channel/UCcHv8CrBnQn19xhokzNwWFA
Twitch：https://www.twitch.tv/yumeno_meika
FANBOX：https://yumeno-meika.fanbox.cc/
クリップ：https://vtubers.love/search?&w=clip&t%5B%5D=%E5%A4%A2%E4%B9%83%E5%90%8D%E8%8F%93
公式Discord：https://discord.gg/KwyauQu
メンバーシップ：https://www.youtube.com/channel/UCcHv8CrBnQn19xhokzNwWFA/community
Steam：https://steamcommunity.com/id/yumeno_meika/
Switch：7933-6620-8311
Mildom：https://www.mildom.com/profile/10756671
REALITY：https://reality.wrightflyer.net/profile/79456c30
MixChannel：https://mixch.tv/u/14824635
SHOWROOM：https://www.showroom-live.com/room/profile?room_id=215248

🌸本放送：https://mixch.tv/u/15972665/live

ゲーム仕様
・モード:First Person Perspective(FPP)
・チーム人数: ソロ（1名）
・ルーム設定:Esportsモード
・マップ　サノック（1試合目）　ミラマー（2試合目）　エランゲル（3試合目）

ポイント

・1位 : 10ポイント
・2位 : 6ポイント
・3位 : 5ポイント
・4位 : 4ポイント
・5位 : 3ポイント
・6位 : 2ポイント
・7位 : 1ポイント
・8位 : 1ポイント

・KILL Point : 1ポイント

※ポイントが同じ場合は、KILL数が多い方が上の順位、それでも同率の場合は最終マッチの順位が高い方が上の順位となります。


生放送用タグ：#名菓に夢中
（タグのついた呟きはあとで全て見に行きます～。時々リプライも送ったりします🌸）

🌸ご支援方法
・Donate（手数料の安いスパチャとなります 40円＋3.6%）
下記URLよりご利用くださいませ
https://bit.ly/33E19C8

・スーパーチャット（手数料：30～50%）

🌸活動のご支援について-About support of activity
https://www.pixiv.net/fanbox/creator/31714625/post/219629

🌸ゲーム配信ルール
・初見さん大歓迎なのです
・挨拶があるととても嬉しいのです
・ネタバレはお控えくださいませ
・外国語の通訳とても助かるのです
・不適切なお名前や、荒らしは無言で通報です。反応するのもNGです
・暴言や卑猥な発言はNGです
・喉が弱いので思うように声がでないことが多いです、ご了承くださいませ

🌸夢乃名菓
公式HP：https://ymnnk.com/wp/
Twitter：https://twitter.com/yumeno_meika
YouTube：https://www.youtube.com/channel/UCcHv8CrBnQn19xhokzNwWFA
Twitch：https://www.twitch.tv/yumeno_meika
FANBOX：https://yumeno-meika.fanbox.cc/
クリップ：https://vtubers.love/search?&w=clip&t%5B%5D=%E5%A4%A2%E4%B9%83%E5%90%8D%E8%8F%93
公式Discord：https://discord.gg/KwyauQu
メンバーシップ：https://www.youtube.com/channel/UCcHv8CrBnQn19xhokzNwWFA/community
Steam：https://steamcommunity.com/id/yumeno_meika/
Switch：7933-6620-8311
Mildom：https://www.mildom.com/profile/10756671
REALITY：https://reality.wrightflyer.net/profile/79456c30
MixChannel：https://mixch.tv/u/14824635
SHOWROOM：https://www.showroom-live.com/room/profile?room_id=215248