今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
同時也有7部Youtube影片,追蹤數超過1萬的網紅Robynn Yip,也在其Youtube影片中提到,「給晴晴:媽媽不想你經歷我所走過的彎路、再捱過我吃的苦……」 “I found very best in me because of you One day I'll try to be a mom as great as you” 遙送「回信」給天上母親 憑歌寄意唱出最真摰情感 一張泛黃的信...
「a letter to my daughter」的推薦目錄:
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- 關於a letter to my daughter 在 Robynn Yip Youtube 的精選貼文
- 關於a letter to my daughter 在 Kevin in Shanghai Youtube 的最讚貼文
- 關於a letter to my daughter 在 J Lou Youtube 的精選貼文
- 關於a letter to my daughter 在 Motherly love | Letter to my daughter, Letter to my ... - Pinterest 的評價
a letter to my daughter 在 Facebook 的最讚貼文
NHỮNG QUYỂN SÁCH TIẾNG ANH THÚ VỊ GẦN ĐÂY ĐẠI ĐỌC
Lần trước khi chia sẻ về các quyển sách (tiếng Việt) vừa đọc thì Đại đã nhận được nhiều comment nói rằng mong muốn Đại làm thêm một bài nữa về các quyển sách tiếng Anh dễ đọc, giúp các bạn rèn luyện thêm về ngoại ngữ. Mình rất vui khi những kinh nghiệm cá nhân được mọi người chờ đón như thế nên đã tổng hợp ra một danh sách những quyển mà mình đã/đang đọc trong những ngày gần đây. Hy vọng bạn sẽ thích chúng!
🟦Good Vibes, Good Life: How Self-Love Is the Key to Unlocking Your Greatness (Vex King)
🟦Lessons: My Path to a Meaningful Life (Gisele Bündchen)
🟦It's Not How Good You Are, It's How Good You Want To Be (Paul Arden)
🟦For One More Day (Mitch Albom)
🟦A Moveable Feast (Ernest Hemingway)
🟦You Are Good Enough!: Embracing who you really are (Karl Larowe Ravi Vig)
🟦L'art de la Simplicité: How to Live More with Less (Dominique Loreau)
🟦The Alchemist (Paulo Coelho)
🟦This Difficult Thing of Being Human: The Art of Self-Compassion (Bodhipaksa)
🟦The Art of Noticing: 131 Ways to Spark Creativity, Find Inspiration, and Discover Joy in the Everyday (Rob Walker)
🟦If Cats Were to Disappear from the World (Genki Kawamura)
🟦I Used to Have a Plan: But Life Had Other Ideas (Alessandra Olanow)
🟦I Wrote This for You: Just the Words (Iain S. Thomas)
Ngoài ra, Đại còn nghĩ rằng, có thể đối với một số bạn còn là học sinh - sinh viên chưa thể sưu tầm sách giấy ngay vì chi phí khá cao cho một quyển sách ngoại văn, thì Đại cũng có chuẩn bị một số quyển, phiên bản epub dành cho các bạn. Dù Đại vẫn khuyến khích mua sách để ủng hộ tác giả hơn, nhưng nếu chưa có điều kiện mà vẫn muốn đọc thêm thì mọi người có thể download ở các link bên dưới nha. Cứ yên tâm vì đây đều là những bản mà Đại có được từ các nguồn chính thống, các thư viện epub (mở miễn phí) trên thế giới, không phải bản scan lậu và bạn có thể chia sẻ bài viết này để bạn bè cùng nhau đọc và thảo luận trong mùa dịch này ha!
🟫Educated: A Memoir (Tara Westover)
https://tinyurl.com/TQDepub1
🟫The Things You Can See Only When You Slow Down: How to Be Calm and Mindful in a Fast-Paced World (Haemin Sunim)
https://tinyurl.com/TQDepub2
🟫Letter to My Daughter (Maya Angelou)
https://tinyurl.com/TQDepub3
🟫Rich Dad Poor Dad: What the Rich Teach Their Kids About Money (Robert T. Kiyosaki)
https://tinyurl.com/TQDepub4
🟫The 5 AM Club (Robin Sharma)
https://tinyurl.com/TQDepub5
🟫The Alchemist (Paulo Coelho )
https://tinyurl.com/TQDepub6
🟫The Courage to be Disliked: How to Change Your Life and Achieve Real Happiness (Ichiro Kishimi, Fumitake Koga)
https://tinyurl.com/TQDepub7
🟫The Subtle Art of Not Giving a Fuck: A Counterintuitive Approach to Living a Good Life (Mark Manson)
https://tinyurl.com/TQDepub8
🟫The Sun and Her Flowers (Rupi Kaur)
https://tinyurl.com/TQDepub9
🟫Thinking, Fast and Slow (Daniel Kahneman)
https://tinyurl.com/TQDepub10
#whatever
#staysafe
a letter to my daughter 在 Zoe Raymond Facebook 的最佳貼文
Last month when we kept Arielle home for 3 weeks, I enjoyed the bonding time I had with my daughter but at the same time, I had to make sure she did a bit of learning every day too.
We completed @thejoylearners The Alphabet Club Term 3 in the first week and while waiting for Term 4, we did a recap of Letter A to L through the prerecorded online classes. As compared to worksheets where Arielle can colour, draw, glue, and stick, her attention span for videos are shorter - which is okay! We covered 2 letters, once or twice a day as the online subscription allowed us to go back to it anytime, as many times as we need. Time to time, Arielle will ask me “Shall we listen to Teacher Adeline?”
@thejoylearners provides online learning where it’s curriculum focuses on the teaching of phonics and words. There are weekday learning activities for 4 weeks and online learning sessions. Each class includes a welcome song, phonics learning, storytelling activities, literacy or Math learning activities! Quote zoeraymond10 for the Alphabet Club sign up.
a letter to my daughter 在 Robynn Yip Youtube 的精選貼文
「給晴晴:媽媽不想你經歷我所走過的彎路、再捱過我吃的苦……」
“I found very best in me because of you
One day I'll try to be a mom as great as you”
遙送「回信」給天上母親 憑歌寄意唱出最真摰情感
一張泛黃的信紙,伴隨著叫人掛念又窩心的筆跡,是歌曲《Fifth of May》誕生的起端。以新生代音樂人身份再度回歸的Robynn(葉晴晴),推出個人第二支深情之作,而今次所刻劃出的情感,源自於一份平凡卻教人動容的母愛。
歌名《Fifth of May》,5月5日正是代表著Robynn一個極其重視的日子——母親的生日。Robynn的媽媽於多年前罹癌病逝,雖無緣欣賞到女兒在出道後的舞台,但她卻一直留在Robynn的心中,無盡地給予Robynn力量與信心。而每逢5月5日,Robynn都會抽空回到她從小成長的家,感受與媽媽擁有共同回憶的地方。在一次的巧合之下,她找到了一封未曾翻閱的信,是母親在Robynn考進大學之時所書寫的。信中的內容除了讓Robynn憶記起昔日的點滴,亦被那份來自母親的憂心所感動,促使Robynn更想以媽媽作為榜樣,希望有朝一日能成為她一樣好的母親。
《Fifth of May》繼續由Robynn包辦曲詞創作,一字一句都飽含著她最真實的情感,深信在天上的媽媽也能夠收到這封「回信」。歌曲以清脆厚實的木結他聲作主軸,隨後編曲層次漸見豐富,搭配Robynn細膩的演繹更顯箇中張力。透過唱出自身所經歷那份堅定不移的母愛,Robynn希望也能同樣地把這份情感傳遞到聽眾的內心深處,也為世上每一位偉大的母親送上暖意。
MV加入親身經歷
Robynn出道9年,原本準備以個人歌手姿態回歸樂壇,驚喜迎來了天賜「禮物」,新的身份亦賦予了這首歌多一層的意義。懷胎四月拍攝了MV,與攝製隊冒熱同行為取靚景,雖然對懷孕中的她是一大挑戰,但她非常感激MV導演張蚊把兩首歌的MV連貫中有不同故事, 《Fifth of May》延續首部曲《Lost Forever》, 透過走訪小女孩曾身處的各個場景,回憶起她昔日的成長片段。而導演張蚊在創作整個故事的同時,亦巧妙地加入了兩個Robynn的親身經歷,分別是母親因癌病逝世,以及Robynn重回舊居偶然地找到一封母親寫給她封存多年從未寄出的信。透過這些細微的連繫,張蚊希望能進一步呈現出Robynn在寫這首時歌的真實心境,讓觀眾更能細味到箇中的感動,遙送「回信」給天上的母親。
Music & Lyrics by Robynn Yip
Produced & Arranged by T-Ma
Mixed by John Benedict Pereira
Mastered by Randy Merrill at Sterling Sound
Something 'bout the light breeze
on the Fifth of May
Takes me back to the bedroom
where I was raised
With the out of tune piano
that mended all my heartbreaks
I wrote my first songs ever here
while you just listened as I played
Nostalgia trickles down my face
onto your letter for me before you went away
it said...
"When I was young like you
I was tough like you
and I fought like you
but I hope it's easier for you;
I wasn’t as loved as a daughter
But as a mother oh I knew
No matter what I’d save the very best for you”
Dad hair is thinner and greyer by the day
But rest assured he’s healthy and in a happy state
Our house is so old
though he never wants to renovate
But I guess it’s great the place has
always stayed the same
Suddenly nostalgia trickles down my face
And on the fifth of May I thought of what you used to say
"When I was young like you
I was tough like you
and I fought like you
but I hope it's easier for you;
I wasn't as loved as a daughter
But as a mother oh I knew
No matter what I’d save the very best for you”
Even though you’re not here anymore
Empty house dusty frames rusty doors
Every year on this birthday of yours
I feel you here beside me
When you were young like me
You were tough for me
And you fought for me
And it wasn’t as easy as can be
You loved both your daughters
And there is one thing that holds true
I found very best in me because of you
And in your final weeks
You were tough as can be
and you fought for you
Against all the pain you went through
With every changing chapter
You’re still my rock my strength my truth
I found very best in me because of you
One day I'll try to be a mom as great as you
---------------------------------------
MV Credits
CAST:
Girl- Suey Kwok
Boy- Jeffrey Ngai Tsun Sang
Mother- Tina Cheng Pui Na
Father- Clifford Tsang
Director/ @IrvingCheung 張蚊
Assistant Director/ Lok Tsz Hong
Scriptwriter/ Ng King Lung
Director of Photography/ Tam Wai Kai
Focus Puller/ Tai Yun Hong
Camera Assistants/ Yeung Hiu Tung, Man Ho, Yu Hau Ming, Ng Yu Tat
Gaffer/ Ko Wing Chai
Lighting crew/ Lee Kwan Wai, Wong Wei Tung, Man Chi Chun
Photographer/ Quist Tsang @quistography
Art Director/ Nononino @n_n_n_o
Assistant Art Director/ Rex Loong
Costume Designers/ Jeff Mui & jumbotsang
Makeup Artist/ Anitalomakeup @anitaaal0125
Hair Stylist/ GLORIA Lam
Production Manager/ Annie Lau
Unit Manager/ Lai Yiu Chung
Production Assistants/
Christiana Yeung
Chan Siu Lun
Post-production/ Glance Limited
Post-production Producer/ Philip Chan
Editor/ Lam Chi Hang
Colourist/ Li Man Lok
On-line/ Steven Cheung Chun Ho
Graphics & Subtitling/ Nononino @n_n_n_o
Artiste Management / Jennings Wong @RYE Music
Special Thanks / amanwithahat, Dionne Lee, JT, Nicky Ma, Connie Yau
a letter to my daughter 在 Kevin in Shanghai Youtube 的最讚貼文
看我找到了什么好东西。
a letter to my daughter 在 J Lou Youtube 的精選貼文
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Dear mom & dad, you don't have to say you're proud of me. I'm ok with it :)
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a letter to my daughter 在 Motherly love | Letter to my daughter, Letter to my ... - Pinterest 的推薦與評價
nice Letter To My Love, Letter To Daughter, Mother Daughter Quotes, Dear Daughter ... A Letter to My Daughter...wow, something to think about. ... <看更多>