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178部Youtube影片,追蹤數超過40萬的網紅SLSMusic,也在其Youtube影片中提到,I played 9 songs from Anime which is originally in C Major, could you recognize them all? ↓ More info down below ↓ 💬SLSTalk C Major, one of the easie...
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april name 在 Adam Lobo TV Facebook 的最佳貼文
As you all know, I just reviewed the M1 iPad Pro and found that machine to be an amazing device.
But that got me thinking, hmmm, how about the M1 MacBook Air though? Since it is a dedicated laptop with macOS, it is actually a bit cheaper depending on the variant and accessories that you choose.
Here are 5 reasons why I think you should consider getting the M1 MacBook Air, because it just might be the best laptop device you can get!
If you find this video helpful and would love to watch more, you can SUBSCRIBE here:
https://bit.ly/2HqeKrW
Timecode:
00:00 - Intro
00:53 - Reason #1: Design
03:08 - Reason #2: Keyboard
04:11 - Reason #3: Battery Life
05:41 - Reason #4: Absolute Silence
07:27 - Reason #5: The Performance
08:18 - Conclusion
Get the Apple M1 MacBook Air at the link below:-
https://invol.co/cl4xer8
USB Dongle & USB Hub:
1) https://amzn.to/3hPdtc4
2) https://amzn.to/3hNdnS6
👨🏼💻 My Desk Setup 2020
https://youtu.be/xK1QUClu-V0
👨🏼💻 Check out my other videos about APPLE:
Apple M1 iPad Pro - https://youtu.be/qV0f850MRAg
Apple M1 iPad Pro (First Impressions) - https://youtu.be/vjycxZdMc38
-
Apple iPhone 12 - https://youtu.be/2BjJxkC0zm8
Apple iPhone 12 Mini - https://youtu.be/VYsjI26no9Q
Apple iPhone 11 - https://youtu.be/7M_G7RxjnAc
-
Apple AirPods Max - https://youtu.be/dOTTbgPSG2I
Apple AirPods Pro - https://youtu.be/EOXxEGnCyK0
Apple AirTag - https://youtu.be/cfaJ764IcDo
-
About iOS 14.5 - https://youtu.be/Ie7CS_U-bPs
-
Apple WWDC 2021 - https://youtu.be/NbemqlEhVm8
Apple Spring 2021 April Event - https://youtu.be/vUWWe8nh77A
Apple WWDC 2020 - https://youtu.be/3-rIRkrgP-M
👨🏼💻 Or check out my entire TABLETS & LAPTOPS playlist!
https://youtube.com/playlist?list=PLn02abmm5Ra5YviPjMBn35ukHnqW4cwnG
---
ABOUT ME:
Hey you! Thanks for checking out Adam Lobo TV on YouTube!
My name is Adam Lobo, I'm a Tech YouTuber from Kuala Lumpur, Malaysia, who creates high-quality tech reviews on YouTube, Instagram & Facebook and I am currently the only Malaysian Tech YouTuber who produces 6K Resolution content.
My passion is to help everyone to make a purchase decision with all the tech items I get my hands on, where you'll find weekly smartphones, tablets, audio, smart home and other cool tech related videos as well. I produce these videos at least twice a week so do consider subscribing to my channel.
Find me at these Social Media platforms:
YouTube (Adam Lobo TV) - https://www.youtube.com/c/adamlobotv/
Facebook (Adam Lobo TV) - https://www.facebook.com/adamlobotv/
Instagram (@adamlob0) - https://www.instagram.com/adamlob0/
Twitter (@adam_lob0) - https://twitter.com/adam_lobo
Website (Adam Lobo TV) - https://adamlobo.tv/
#adamlobotv #AppleM1MacBookAir #AppleMalaysia
april name 在 Adam Lobo TV Facebook 的最讚貼文
I have always been wanting to get the AirPods Max even before testing it out, because firstly, I loved the classic and yet minimalist design, and I love the color options available.
So as months passed by I still held back my purchase, but when Apple announced that the AirPods Max will be supporting Dolby Music and Spatial Audio on Apple Music, I knew I had to get it.
In this video, I will share with you everything that you need to know about the AirPods Max after using it for about a month and I will give you a definite answer on who the headphone is for and whether or not it is worth it.
If you find this video helpful and would love to watch more, you can SUBSCRIBE here:
https://bit.ly/2HqeKrW
Timecode:
00:00 - Intro
02:17 - Unboxing
02:50 - Build Quality & Design
05:22 - Smart Case
07:00 - Controls
07:52 - Pairing
09:10 - Music Listening Options
11:34 - Sound Quality
14:36 - Spatial Audio With Dolby Atmos
16:01 - Call Quality
16:51 - Noise Cancellation
17:41 - Battery
18:30 - Conclusion
Get the Apple AirPods Max at the link below:-
https://amzn.to/3qrMd7l
---
👨🏼💻 Relevant links mentioned in this video:-
Headphones pouch from Amazon:
https://amzn.to/3jgnAcb
AirPods Max review after 6-Months, by Mark Spurrell:
https://youtu.be/00uzpEFL-wc
Recommended song playlist for Dolby Atmos & Spatial Audio:
https://music.apple.com/my/playlist/pl.a82d7ac0ee854d8b8a95708c76210023
https://music.apple.com/my/playlist/pl.154af9931b214278a64274c410046e69
---
👨🏼💻 My Desk Setup 2020
https://youtu.be/xK1QUClu-V0
👨🏼💻 Check out my other videos about APPLE:
Apple AirPods Pro - https://youtu.be/EOXxEGnCyK0
Apple AirTag - https://youtu.be/cfaJ764IcDo
Apple M1 iPad Pro - https://youtu.be/qV0f850MRAg
Apple M1 iPad Pro (First Impressions) - https://youtu.be/vjycxZdMc38
Apple iPhone 12 - https://youtu.be/2BjJxkC0zm8
Apple iPhone 12 Mini - https://youtu.be/VYsjI26no9Q
Apple iPhone 11 - https://youtu.be/7M_G7RxjnAc
About iOS 14.5 - https://youtu.be/Ie7CS_U-bPs
Apple WWDC 2021 - https://youtu.be/NbemqlEhVm8
Apple Spring 2021 April Event - https://youtu.be/vUWWe8nh77A
Apple WWDC 2020 - https://youtu.be/3-rIRkrgP-M
---
ABOUT ME:
Hey you! Thanks for checking out Adam Lobo TV on YouTube!
My name is Adam Lobo, I'm a Tech YouTuber from Kuala Lumpur, Malaysia, who creates high-quality tech reviews on YouTube, Instagram & Facebook and I am currently the only Malaysian Tech YouTuber who produces 6K Resolution content.
My passion is to help everyone to make a purchase decision with all the tech items I get my hands on, where you'll find weekly smartphones, tablets, audio, smart home and other cool tech related videos as well. I produce these videos at least twice a week so do consider subscribing to my channel.
Find me at these Social Media platforms:
YouTube (Adam Lobo TV) - https://www.youtube.com/c/adamlobotv/
Facebook (Adam Lobo TV) - https://www.facebook.com/adamlobotv/
Instagram (@adamlob0) - https://www.instagram.com/adamlob0/
Twitter (@adam_lob0) - https://twitter.com/adam_lobo
Website (Adam Lobo TV) - https://adamlobo.tv/
#adamlobotv #AirPodsMax #AppleMalaysia
april name 在 SLSMusic Youtube 的最讚貼文
I played 9 songs from Anime which is originally in C Major, could you recognize them all?
↓ More info down below ↓
💬SLSTalk
C Major, one of the easiest key to play on Piano, I bet a lot of you like it a lot. But when it comes to C Major, what Anime song would appears in your mind? Last week I made a post asking about you guys, and I picked some of them, making them into this medley. Can you recognize them all? Maybe you even didn't realize the song you familiar with is in C!
🟧Support us on Patreon and Get Rewards!
► https://www.patreon.com/slsmusic
🎁Get MP3, Sheet Music, Exclusive Contents
📖Sheet Music is unavailable for medleys and collaborations.
⏰Song List:
0:00 RADWIMPS-Firework Festival/Weathering With You
1:18 ReoNa-Till the End/SAO 10th Anniversary
2:32 BON-BON BLANCO-Bon Voyage!/One Piece OP4
3:01 Porter Robinson & Madeon-Shelter
4:26 Aimer-Torches/Vinland Saga
5:21 Yokoyama Masaru-Watashi no uso/Your lie in April
6:14 Tsujiayano-Become the Wind/The Cat Returns
7:23 supercell-My Dearest/Guilty Crown
10:00 RADWIMPS-Theme of Mitsuha/Your Name. (Kimi no na wa.)
✨Synthesia Video
Patreon► https://www.patreon.com/posts/55123002
YT Member► https://youtu.be/ji3_TBph_Z8
🎧Find SLSMusic on Spotify, iTunes, Apple Music, Amazon, Deezer and more
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🎤Social Media
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PayPal► https://www.paypal.me/SLSMusic
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🙏THANKS YOU FOR SUPPORTING SLSMusic
🔵Patreon "Grand Piano"
Kater of Glencoe、Lyra Mao、かず K・、阿夜、清艵宮、Mikael Mazareth、Zythian、棠哥、炎南 白
🟢Patreon "Piano"
Deemo Harlos、LitGrass Chou、Judy Tseng、Joyce Ninomiya、Kezeranix、維恩 姜、Gordon
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⏰Song List:
🎧 Playlists
Official Playlist
https://www.youtube.com/playlist?list=PLqY5-xxyprjtckllGMQK4XljIu_5csx3z
Anime on Piano
https://www.youtube.com/playlist?list=PLqY5-xxyprjvRFtzx5OPeWYIyncPC2JGi
🔧Equipment
●Piano / Nord Piano 3
●Speakers / ADAM A7X
●Audio Interface / Yamaha AG06
●Camera / Panasonic GH5
●Studio Desk / Wavebone HEADQUARTER
■──────────────────■
#Anime #Piano #Anisong
april name 在 Adam Lobo TV Youtube 的最佳貼文
So I have been using the new M1 12.9-inch iPad Pro as my main device and tablet for the past 2 weeks, so other than being an extremely powerful tablet with a stunning display, what else is truly awesome about the tablet?
In this video, I will be giving you my full in-depth review of the new 12.9-inch M1 iPad Pro and stay till the end of this video as I will answer all of YOUR questions that you have asked me in my first impressions video!
If you find this video helpful and would love to watch more, you can SUBSCRIBE here:
https://bit.ly/2HqeKrW
Timecode:
00:00 - Intro
00:52 - Build Quality
01:53 - Display
06:06 - Cameras
07:45 - Sound Quality
08:24 - Software
11:30 - Accessories
13:07 - Battery
13:41 - Gaming
14:23 - Conclusion
15:18 - Q&A
Get the Apple M1 12.9-inch iPad Pro at the link below:-
https://t.productlink.io/a1439hd
??? My Desk Setup 2020
https://youtu.be/xK1QUClu-V0
??? Check out my other videos about APPLE:
Apple M1 iPad Pro (First Impressions) - https://youtu.be/vjycxZdMc38
Apple AirTag - https://youtu.be/cfaJ764IcDo
Apple iPhone 12 - https://youtu.be/2BjJxkC0zm8
Apple iPhone 12 Mini - https://youtu.be/VYsjI26no9Q
About iOS 14.5 - https://youtu.be/Ie7CS_U-bPs
Apple AirPods Pro - https://youtu.be/EOXxEGnCyK0
Apple iPhone 11 - https://youtu.be/7M_G7RxjnAc
Apple WWDC 2021 - https://youtu.be/NbemqlEhVm8
Apple Spring 2021 April Event - https://youtu.be/vUWWe8nh77A
Apple WWDC 2020 - https://youtu.be/3-rIRkrgP-M
??? Or check out my entire TABLETS & LAPTOPS playlist!
https://youtube.com/playlist?list=PLn02abmm5Ra5YviPjMBn35ukHnqW4cwnG
---
ABOUT ME:
Hey you! Thanks for checking out Adam Lobo TV on YouTube!
My name is Adam Lobo, I'm a Tech YouTuber from Kuala Lumpur, Malaysia, who creates high-quality tech reviews on YouTube, Instagram & Facebook and I am currently the only Malaysian Tech YouTuber who produces 6K Resolution content.
My passion is to help everyone to make a purchase decision with all the tech items I get my hands on, where you'll find weekly smartphones, tablets, audio, smart home and other cool tech related videos as well. I produce these videos at least twice a week so do consider subscribing to my channel.
Find me at these Social Media platforms:
YouTube (Adam Lobo TV) - https://www.youtube.com/c/adamlobotv/
Facebook (Adam Lobo TV) - https://www.facebook.com/adamlobotv/
Instagram (@adamlob0) - https://www.instagram.com/adamlob0/
Twitter (@adam_lob0) - https://twitter.com/adam_lobo
Website (Adam Lobo TV) - https://adamlobo.tv/
#adamlobotv #AppleM1iPadPro #AppleMalaysia
april name 在 Adam Lobo TV Youtube 的最佳貼文
As a person who is constantly moving about, I do tend to forget where I leave stuff from time to time and well, Apple may have helped solve that problem for me.
Introducing the AirTag. It is a small tracker that helps you find your stuff. Now trackers are nothing new as Tile trackers have been around for the longest time but honestly, there has not been a tracker so far that is as convenient as the AirTag.
So, in this video, I will share with you everything that you need to know about the Apple AirTags and I will give you a definite answer on who this tracker is for and whether or not it is worth it.
If you find this video helpful and would love to watch more, you can SUBSCRIBE here:
https://bit.ly/2HqeKrW
Timecode:
00:00 - Intro
01:30 - Unboxing
02:15 - Pairing
02:34 - Design
04:16 - How Does It Work?
06:46 - Testing
08:57 - Conclusion
Get the Apple AirTags at the link below:-
https://t.productlink.io/a14396q
??? My Desk Setup 2020
https://youtu.be/xK1QUClu-V0
??? Check out my other videos about APPLE:
Apple M1 iPad Pro - https://youtu.be/vjycxZdMc38
Apple iPhone 12 - https://youtu.be/2BjJxkC0zm8
Apple iPhone 12 Mini - https://youtu.be/VYsjI26no9Q
About iOS 14.5 - https://youtu.be/Ie7CS_U-bPs
Apple AirPods Pro - https://youtu.be/EOXxEGnCyK0
Apple iPhone 11 - https://youtu.be/7M_G7RxjnAc
Apple WWDC 2021 - https://youtu.be/NbemqlEhVm8
Apple Spring 2021 April Event - https://youtu.be/vUWWe8nh77A
Apple WWDC 2020 - https://youtu.be/3-rIRkrgP-M
---
ABOUT ME:
Hey you! Thanks for checking out Adam Lobo TV on YouTube!
My name is Adam Lobo, I'm a Tech YouTuber from Kuala Lumpur, Malaysia, who creates high-quality tech reviews on YouTube, Instagram & Facebook and I am currently the only Malaysian Tech YouTuber who produces 6K Resolution content.
My passion is to help everyone to make a purchase decision with all the tech items I get my hands on, where you'll find weekly smartphones, tablets, audio, smart home and other cool tech related videos as well. I produce these videos at least twice a week so do consider subscribing to my channel.
Find me at these Social Media platforms:
YouTube (Adam Lobo TV) - https://www.youtube.com/c/adamlobotv/
Facebook (Adam Lobo TV) - https://www.facebook.com/adamlobotv/
Instagram (@adamlob0) - https://www.instagram.com/adamlob0/
Twitter (@adam_lob0) - https://twitter.com/adam_lobo
Website (Adam Lobo TV) - https://adamlobo.tv/
#adamlobotv #AppleAirTags #AppleMalaysia
april name 在 21 Scenic April Baby Names To Spring Happiness In Your Kids 的推薦與評價
Jun 19, 2017 - April baby names inspired by the freshness and beauty of spring are as beautiful as the season. Check out our list of top names for your boy ... ... <看更多>