🌻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.
同時也有2部Youtube影片,追蹤數超過7萬的網紅chairman,也在其Youtube影片中提到,坐輪椅出門只能常常擔心沒有無障礙廁所而懶得出門甚至不敢出門??? 難道坐輪椅出門只能尿褲子?! 來看看哪裡會有廁所吧~ 其實不只有身障者會使用到無障礙廁所 許多的人也會使用到無障礙廁所 所以相信設立無障礙廁所會是可以讓社會更往前走的事情 不管你是否同意我的觀點都歡迎下方留言告訴我你的想法 本影...
「accessible toilet」的推薦目錄:
- 關於accessible toilet 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於accessible toilet 在 小兔,世界跳跳中 Rabbit's journal Facebook 的最讚貼文
- 關於accessible toilet 在 芭樂媽的家 Qistin Wong TV Facebook 的最佳貼文
- 關於accessible toilet 在 chairman Youtube 的最佳貼文
- 關於accessible toilet 在 IKKO'S FILMS EXTRA イッコーズフィルムズ エクストラ Youtube 的精選貼文
- 關於accessible toilet 在 Accessible Toilets - Home | Facebook 的評價
accessible toilet 在 小兔,世界跳跳中 Rabbit's journal Facebook 的最讚貼文
✨ About life in Canada lately ✨
Recently, Coronavirus has made everyone panic...
North America's recent explosions of infections have risen...
The government here has a good mindset until the Prime Minister's wife got pneumonia 😱😱😱
The Canadian government announces that the border will be closed from March 18th, which can go abroad but cannot enter!
Apart from Canadian citizens, residents and immediate family members, and American citizens are accessible. But if symptoms, entry is strictly prohibited.
💧 about school
One Korean roommate says he's leaving tomorrow because his school classes become online, after all, he wants to increase his speaking skills...
I just ended the course this month, and in March was discussing the company marketing plans, basically talking with the crew online.
Friends around you are also asking whether to go back to Taiwan for a while. After all, being sick in Canada is just asking you to go home to rest (sigh...
But when can I come back after returning to Taiwan is a bit of trouble...
💧 about work
Because I work from home, so no impact.
However, there are a lot of friends who have taken indefinite unpaid leave due to this outbreak...
Really a big loss...... 😢😢😢
💧 about life
I went to the supermarket to buy things a few days ago. There was a crowd, and it might have to wait for more than half an hour... in addition, there were also found that there were three major items left empty, toilet paper, instant noodles and canned food; fortunately, there are usually stocking Food habits but fresh fruit parts are more troublesome 🥺🥺
-
The epidemic is spreading around the globe, hope that the crisis can be lifted soon 😭😭😭
Also hope everyone is safe, don't go travel now 😭😭😭
accessible toilet 在 芭樂媽的家 Qistin Wong TV Facebook 的最佳貼文
這一次帶大家新北市淡海輕軌,
坐輕軌看風景, 也會帶大家到新北稼日時光花園看花,
影片告訴你詳細的廁所、座椅、電梯、無障礙坡道、路線資訊,
使用雙北敬老卡坐捷運從台北車站搭到紅樹林站扣18點,
淡海輕軌一日票50元,
65歲以上憑身分證件正本, 給予5折優待,
身心障礙者及其必要陪伴者1人憑身心障礙證明正本,
給予5折優待~
有任何問題可以在下面留言,
芭樂媽會和你一起交流~
人老心不老, 天天都年輕健康!
留言處有高清完整版影片連結,
免費訂閱連結也在留言處喔~🎬
Welcome to watch "Let's Go Outing!" .
We are going to Danhai Light Rail Transit.
Tell you the detailed toilet, seat, elevator, accessible ramp information.
Hold Senior EasyCard take MRT from Taipei Main Staion to Hongshulin Station will deduct 18 points,
Have any questions, please leave a message below.
I will reply you.
#銀髮族 #長青族 #台北 #旅遊 #敬老卡 #淡海輕軌
淡海輕軌遇上幾米
accessible toilet 在 chairman Youtube 的最佳貼文
坐輪椅出門只能常常擔心沒有無障礙廁所而懶得出門甚至不敢出門???
難道坐輪椅出門只能尿褲子?!
來看看哪裡會有廁所吧~
其實不只有身障者會使用到無障礙廁所
許多的人也會使用到無障礙廁所
所以相信設立無障礙廁所會是可以讓社會更往前走的事情
不管你是否同意我的觀點都歡迎下方留言告訴我你的想法
本影片由教育部大學社會責任計畫、
臺北醫學大學USR輔助科技點亮身障族群生活計畫支助拍攝
計畫主持人:陳適卿教授
共同主持人:彭志維教授
協同主持人:陳弘洲助理教授
特別感謝TINA以及ANDY協助拍攝
工作合作請洽:chairmanleoho@gmail.com
chairman的instagram: https://instagram.com/aka.chairman?igshid=1mqu9z1qlnk2z
chairman的facebook: https://www.facebook.com/Chairman%E6%A4%85%E4%BA%BA-100705971605685/?ref=settings
chairman的youtube頻道: https://www.youtube.com/channel/UCRhaAbtD6vFoE71FljSQFOA
![post-title](https://i.ytimg.com/vi/NvDFLAFD6qQ/hqdefault.jpg)
accessible toilet 在 IKKO'S FILMS EXTRA イッコーズフィルムズ エクストラ Youtube 的精選貼文
With every man and his dog having heard tales of Japan’s heated, butt-cheek-massaging, water-squirting thrones or experienced them firsthand by now, the country’s space-age toilets are nothing new.
Why the contraptions haven’t quite caught on overseas yet still amazes me, but Japan continues to do toilets exceedingly well, and few things on this earth please this writer more than opening a stall door and being greeted by a sensor-activated toilet whose lid opens to greet me with the fondness of a dog whose master has just return from a weekend away.
But with all those buttons, dials and functions, Japan’s toilets seem to have peaked. Today’s toilet enthusiasts demand something more! Luxury, ladies and gentlemen, does not come from mere electronics; it comes from spacious, tranquil privacy.
In search of just that, our lucky writer over at RocketNews24 Japan headed out to Chiba prefecture, the home of the world’s most spacious public restroom, documenting the entire process on our behalf. Well, maybe not the entire of the process…
Before we set off, does anyone need to pee?
Located in the small town of Ichihara-shi, Chiba prefecture’s newest sightseeing spot is not exactly the most accessible. The site, dubbed “toilet heaven” by our writer, is located immediately next to a train station, but with just one train stopping by every couple of hours she chose to head over by car instead.
Although train rides usually inspire a greater sense of adventure and that “day out” feeling, thanks to the heavenly toilet’s geographical location, our writer was able to take advantage of the Tokyo Bay Aqualine roadway, which, for those of you who have yet to have the pleasure, is an adventure in itself, and an incredibly cool sight.
★IKKO'S FILMSチャンネル
https://www.youtube.com/channel/UCgZi...
☆Facebook(品川イッコー用)
https://www.facebook.com/ikko.shinagawa
★専修どうでしょうチャンネル
https://www.youtube.com/user/ikko2005
☆Facebook(専修どうでしょう用)
https://www.facebook.com/senshudoudesho
★Twitter
https://twitter.com/ikko2005
☆レビューブログ
http://ikko2005ai.blogspot.jp/
![post-title](https://i.ytimg.com/vi/Zk9mX4vE9t8/hqdefault.jpg)
accessible toilet 在 Accessible Toilets - Home | Facebook 的推薦與評價
Accessible Toilets. 458 likes · 24 talking about this. The World of Accessible Toilets Project. Information, news, reviews, access, equipment, hygiene, &... ... <看更多>