關於 amazon used like new ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

台灣的疫情增溫中. 祝台灣的讀者們健康平安.

這周末進了城, 對於一些事物有了一些想法(如, 為什麼Chipotle的東西百吃不厭, 進城一定會想要吃他們家的食物?) 週四的時候會分享.

🌻http://xn--farfetch-9k0m444a0n4he6dutj2w6f.com/(FTCH)於上週發表財報了. Morgan Stanley給的評語是"High Quality (高品質的) Business On Sale(拍賣中)". 有興趣的讀者可以研究看看.

🌻快思慢想的作者新書在下周會於Amazon開始販售:
https://www.amazon.com/Noise-Human-Judgment-Daniel-Kahneman/dp/0316451401/ref=tmm_hrd_title_0?_encoding=UTF8&qid=&sr=

"In Noise, Daniel Kahneman, Olivier Sibony, and Cass R. Sunstein show the detrimental effects of noise in many fields, including medicine, law, economic forecasting, forensic science, bail, child protection, strategy, performance reviews, and personnel selection. Wherever there is judgment, there is noise. Yet, most of the time, individuals and organizations alike are unaware of it. They neglect noise. With a few simple remedies, people can reduce both noise and bias, and so make far better decisions."

"Wherever there is judgment, there is noise."
-->非常同意這句話. 這其實也是我一開始盡量不在財報結果裡面放入個人看法的原因之一, 因為我希望大家自己去做閱讀後, 自己做判斷, 畢竟培養自己的判斷力, 是投資很重要的一環.

🌻Jerry Yang對Zoom Video (ZM)的看法:
"In my view, by launching an app store of sorts, Zoom can create an ecosystem that is a defensible barrier to competition."

印象中沒錯的話, Crowdstrike(CRWD)也是有這樣的做法.

🌻綠色能源熱潮中值得投資的冷門股
https://on.wsj.com/2RYe1mE

🌻新發現的網站, 專門講美國車市. 網站創辦人在車市超過20年經驗. 目前覺得他對車市的看法挺令人啟發. 像這篇他的議題是, 當車商都在抱怨目前的車輛存貨不夠時, 是不是也因為是如此, 他們目前的獲利比較高? (供給與需求的概念). 而如果供需恢復正常的話, 他們的獲利還會比較高嗎?

"Broadly speaking, these conditions reflect what might be regarded as the best of all possible worlds for any business–high demand and limited supply. Even better, new research from Kelley Blue Book suggests that consumers understand the current conditions. They expect to see less selection and higher prices when they shop for a car. Sixty percent of new vehicle buyers say they plan to buy a vehicle despite less selection and higher prices.

It should also be noted that the current highly profitable nature of the car business in the current moment doesn’t largely owe to disciplined management decisions on the part of dealers. Rather, it’s a positive outcome of COVID-19, the chip shortage and a host of other factors that have brought a level of equilibrium to demand and supply that many car business veterans like me have never seen in our careers.

And yet, it seems like many dealers are longing to return to the way things used to be. They would feel better if they had higher numbers of new and used vehicles on the ground. They would prefer to suffer less discomfort and stress from current reconditioning backlogs and the need to convince some customers to order vehicles or purchase the less-desirable vehicle that’s available on your lot."

"From now on, when dealers ask me when the chip shortage might end, and new and used vehicle supplies will return to normal, I’ll respond with a different question: Are you sure that’s what you really want?"

Source: https://www.vauto.com/learning-center/blog-dale-pollak-all/missing-the-import-of-current-retail-automotive-conditions

Pictures: earningswhisper.com, Amazon.com

บริษัทเทคโนโลยีทุกสาย กำลังมุ่งหน้าเข้าสู่ธุรกิจเกม /โดย ลงทุนแมน
อุตสาหกรรมเทคโนโลยี คือผู้ขับเคลื่อนโลกยุคนี้ อย่างไม่ต้องสงสัย
เพราะไม่ว่ามองไปทางไหน สิ่งต่างๆ ที่อยู่รอบตัวเรา ล้วนเกี่ยวข้องกับบริษัทเทคโนโลยีทั้งสิ้น

Amazon ให้บริการแพลตฟอร์ม E-commerce...
Continue ReadingAll tech companies are heading into game business / invest manly
The technology industry is undoubtedly driving the world.
Because, wherever you look, things surrounding us are all related to technology companies.

Amazon provides e-commerce platforms
Alphabet, Google's mom company, search website, information.
Apple sells electronic devices such as iPhone, iPad
Facebook dominates social media platforms market.
Microsoft Develops Operating Systems and Computer Software

But did you know that there is one thing these companies are paying attention to?
That's the ′′ game business

What are tech companies doing about the game industry now?
Invest man will tell you about it.
╔═══════════╗
Scenario and Economic Update with Blockdit
Podcasts available on the go
Blockdit.com/download
╚═══════════╝
First start at Amazon

Amazon company has invested in the game business since 2014 after acquiring Twitch business, online video platform, game containers with 29,000 million baht.

Passing through now, Twitch has grown beyond the competitors clearly.
9,340 million hours a year videos are viewed by 73 % of the market.

In addition, they have a business called Amazon Web Services (AWS) that provides cloud database storage, which major game developers such as Bandai, Capcom, Epic Games, Supercell, Zynga are the company's customers.

Meaning that every time people play online, AWS services are also being used.
And most importantly, this business has much higher profit margins than E-commerce.

Next one is Alphabet

The company owns YouTube, the world's biggest online video platform, with about 250 million game-related followers per day.

In addition, YouTube has also launched a YouTube Gaming feature to support streaming games especially.
There are 2,681 million hours of video viewing per year. The market share of 21 % is the number 2, secondary from Twitch.

But what creates a lot of excitement for the industry.
Is Launching a cloud gaming platform business named Stadia at the end of 2019

This service may change the gaming patterns as we can buy games immediately. No need to download, install or need to use a good, expensive spectrum. Stadia will process and adjust the game quality details to suit the devices that people. Play and use.

The next company to talk about is Apple

In fact, indirect income game for Apple.
In 2019, there are people who spend in game application via App Store. App Store is about 1.2 trillion Baht. It is 70 % of all apps. Every 100 Baht will receive a share of 30 Baht.

Apple decided to expand its business to the gaming industry.
By launching an online gaming platform called Apple Arcade

Subscription subscriber, 150 baht per month. You can choose to play any game on every device of Apple brand.

There is an assessment that in the next 2 years, there will be around 50 million accounts of Apple Arcade users who will make additional income for the company over 93,000 million baht per year.

Another interesting one is Facebook.

Facebook has launched a 2018 Facebook Gaming online video feature.
Focusing on connecting to social media user base to create an advantage for people to follow contents easily under the same platform.

The company reveals 700 million video game visitors per month.
However, compared to the number of hours, Facebook Gaming also has a market share of only 3 %

But in the future, Facebook may develop new businesses similar to Google's Stadia.
Because I just bought PlayGiga business, cloud-based platform from Spain for 2,400 million baht.

And the eye-catching thing is Oculus VR owned by VR, a virtual reality technology developer with a high chance of making Facebook create successful virtual reality gaming devices.

The last part is Microsoft

Microsoft has been in the gaming business since 2001, as an Xbox gaming console developer that currently has total sales of more than 155 million machines.

And in 2016, the company launched a streaming platform named Mixer.
But the response is not as expected. There is only 3 % market share.

Get Microsoft to turn off this platform this July and rock the account with Facebook Gaming instead to collaborate with Twitch and YouTube.

In addition, Microsoft is also undergoing a cloud gaming business development. It is expected to be launched by XCloud this year.

All of them have businesses involved in gaming either way or anyhow.

But I have to say..
No matter how fierce the competition is, no one can compete with the real game owner like Tencent, Chinese tech company.

Because they have created or invested in a loud game with many players around the world like Fortnite, PlayerUnknown's Battlegrounds, Arena of Valor (RoV), League of Legends, Honor of Kings, Clash of Clans

Resulting in Tencent reigning the industry's highest position. Earning up to 612,000 million baht from the game business.

Arrived here. Many people may wonder why the game market is so interesting in the eyes of tech companies?

What these companies need is inevitable bringing their technology into consumer hands to build a strong user base.

Gaming business is becoming a very large industry.
From the world population of 7,800 million people, there are 2,700 million people playing games or around 35 %
Covering people of all ages and all devices whether it's mobile, computer or game console.

So, the game market is worth up to 4.7 trillion baht and it predicts that the number will grow to 6.2 trillion baht in 2023

The special thing is gaming people always pay to buy unlimited items or features.
Different from other markets where customers may buy limited amounts of money or subscription payments which are always the same.

And the company can also offer products to customers directly in real time. When order happens, players get items immediately. Game owners get paid at the same time.

While buying normally, consumers may have to shop at the mall or wait for delivery later. The seller may have a central or multi-layer dealer to get paid and also to manage inventory.

Including game owners and players can also do game-changing activities such as gamecast reviews or serious Esports to win prize money.

This is not surprising if it says in the near future, the game market where humans pay virtual purchases.
Could be bigger than any physical product market that is tangible..
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Scenario and Economic Update with Blockdit
Podcasts available on the go
Blockdit.com/download
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Follow to invest manly at
Website - longtunman.com
Blockdit-blockdit.com/longtunman
Facebook-@[113397052526245:274: lngthun mæn]
Twitter - twitter.com/longtunman
Instagram-instagram.com/longtunman
Line - page.line.me/longtunman
YouTube - youtube.com/longtunman
References
-https://edition.cnn.com/2020/06/28/tech/google-stadia-apple-arcade-mixer-gaming/index.html
-https://www.protocol.com/tech-gaming-amazon-facebook-microsoft
-https://www.geekwire.com/2019/microsofts-mixer-grows-audience-amazons-twitch-continues-dominate-streaming-market/
-https://aws.amazon.com/gametech/
-https://en.wikipedia.org/wiki/List_of_best-selling_game_consoles
-https://www.reuters.com/article/esports-business-gaming-revenues/report-gaming-revenue-to-top-159b-in-2020-idUSFLM8jkJMl
-https://www.digitalinformationworld.com/2020/01/global-consumers-spent-over-83-billion-on-mobile-apps-in-the-last-12-months.html
-https://en.wikipedia.org/wiki/Tencent#Video_games
-https://www.statista.com/statistics/983227/global-video-games-revenue-companies/Translated

Rode sent me their new Micdrop and it is genuinely something I am excited about. It's not the sexiest piece of gear but as a working professional, when I see stuff that makes me life just a fraction of a s second easier, I can't help it (must be getting old). There isn't much to talk about it so I decided to make a #short to show how you use it! I've tested it with other non-Rode mics and they work the same. It'll depend on the thickness of the end of the cable but it functions very similarly. It also looks really good I might add...

If you like to support my channel, consider a small donation: https://www.paypal.me/samguw​

Gear mentioned/used in this video:
Canon C70: https://amzn.to/3wougIn
Canon EF-RF 0.71x Adaper: https://amzn.to/3geCJHV
Rode Lavalier Go: https://amzn.to/3zb1qh6

Find out more about the Micdrop here: https://www.rode.com/blog/all/Introducing-MicDrop

Music I use:
https://artlist.io/Samuel-241034​

My 2021 filmmaking/photography kit:
(these are Amazon Affiliate Links and I get a small commission every-time you purchase from these links. These really help the channel out a lot!)

Main photo/video camera: https://amzn.to/2QQ9ChI​
Back up body: https://amzn.to/2QRB1zG​
Favourite lens: https://amzn.to/2DsOVFy​
Second favourite lens: https://amzn.to/2Z2HLPR​
Best on-camera shotgun mic: https://amzn.to/3jzhPmO​
Cheaper version of ^: https://amzn.to/32WlSD7​
Alternative on-board shotgun mic: https://amzn.to/3lKBFx8​
Best wireless mic: https://amzn.to/3jHd1Mi​
Favourite Backpack: https://amzn.to/3lHETSa​
Affordable external SSD I use: https://amzn.to/32NG4a2​
Favourite gimbal: https://amzn.to/2Z3k7CJ​
Affordable drone: https://amzn.to/2YZEmkK​
Favourite action camera: https://amzn.to/2ETfBzV​
----

Let's do something together! Ask me anything you'd like!
[email protected]

Follow me on social media:

https://www.facebook.com/samuelguw/​
https://www.instagram.com/samguw/​
https://www.instagram.com/samguw_bts/

#SgVLog 06
April is my birthday month and this year, I've received awesome gifts from people I love and I didn't expect to give.
Here is also a preview of my streaming set-up. unboxing birthday presents :)
#Nasser #Unboxing

NASSER Right Time Album with his original composition "TAMANG PANAHON" under CURVE ENTERTAINMENT is now available in all digital platforms such as Spotify, Apple Music, Deezer, Amazon Music, Youtube Music, etc.

DON' T FORGET TO ENJOY WHILE WATCHING.
HIT LIKE and don't forget to SUBSCRIBE! KUDOS!

===================
LET'S CONNECT
INSTAGRAM: https://www.instagram.com/nasseramparna/
FACEBOOK: https://www.facebook.com/ncamparna
TWITTER: https://twitter.com/nasseramparna
TUMBLR: http://lillboykyut.tumblr.com/

==================
No copyright intended.
All content used in adherence to Fair Use copyright law.

Please Don't forget to SUBSCRIBE
God bless everyone!

iQOO 7 VS Xiaomi Mi 11X

Hey guys, in this video i did a animated specs comparison between the iqoo 7 against Xiaomi Mi 11X. So if you like this video, sub to channel would be Great.

Subscribe for more content (IT'S FREE)

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