🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
boot barn 在 咖啡空少 world coffee shops Facebook 的精選貼文
| Five Elephant Coffee & Cake Mitte 分店 - 德國柏林 |
第一次喝到 Five Elephant 的咖啡是在法國的 Boot café,明亮多層次的濃縮讓我留下了深刻的印象。2010在德國柏林年創立到現在,他們除了高品質的烘焙與產地的直接貿易外,咖啡競賽中也取得不錯的成績,咖啡熟豆供應了許多國家的精品咖啡廳,甚至在去年選擇在中國成都開了新的分店,不用飛到德國也可以喝到他們的咖啡。
很可惜的這次並沒有去到他們的烘豆廠,咖啡師介紹說他們所使用的是 Diedrich 5公斤和25公斤的烘豆機,在香氣的表現上直接而乾淨。透過 The Barn 的咖啡師介紹後來到了位於 Mitte 的新店。
新店雖然小但有許多亮點,高雅簡潔的設計讓人目光為之一亮,金屬五金的裝潢配件與磨石子材質的咖啡吧台,強烈對比的大型黑色拼字菜單視覺與觸覺的高質感。主要是外帶形式為主的咖啡吧沒有太多的座位,兩位女性咖啡師雖然忙碌但還是會細心為每一位顧客解說問候,一位咖啡師主要製作義式咖啡,另一位點餐完之後就開始忙其他外場的事物。
吧台玻璃櫃有他們著名的起司蛋糕,圓型小巧而精緻,跟傳統的造型很不一樣,甜度適中,底部餅乾較厚。另一邊的咖啡吧高顏值和高效能的Modbar Espresso 義式咖啡機搭配 Mahlkonig Peak 和 EK43 磨豆機,濃縮咖啡與其他在柏林的咖啡廳一樣,是使用單一品種/莊園的豆子 SOE Single Origin Espresso。新店位置其實離 The Barn Roastery 相當近,到 The Barn 喝咖啡後來這吃塊甜點或許會是不錯的計畫。
Five Elephant Coffee & Cake Alte Schönhauserstr. 14
Monday – Friday
8:30 – 19:00
Saturday & Sunday
10:00 – 19:00
http://www.fiveelephant.com/
Alte Schönhauserstr. 14
boot barn 在 咖啡空少 world coffee shops Facebook 的最佳解答
各國美女咖啡師,寫下你喜歡的號碼吧!歡迎留言投稿出賣同事!記得留下店名 😉
1. 德國 THE BARN
2. 台灣 爐鍋咖啡@小藝埕
3. 荷蘭 Scandinavian Embassy
4. 日本 猿田彦珈琲
5. 香港 Omotesando Koffee Hong Kong
6. 美國 Ritual Coffee Roasters
7. 法國 Boot Café
8. 台灣 有明心 Coffee Roasters ( 求正面照 )
9. 澳洲 Dukes Coffee Roasters
boot barn 在 Boot Barn (bootbarn) - Profile | Pinterest 的推薦與評價
Boot Barn | We believe in sharing a piece of the American spirit - one handshake at a time. ... <看更多>
boot barn 在 Boot Barn - YouTube 的推薦與評價
Boot Barn is the nation's leading lifestyle retailer of western and work-related footwear, apparel and accessories for men, women and children. ... <看更多>
boot barn 在 Boot Barn - 首頁 的推薦與評價
We have decades of experience in the western business. Boot Barn® has grown from a single store – opening in 1978 – to over 220 stores in more than 30 states. ... <看更多>