[今日寫呢啲]講明先,到月尾了,呢幾日join Patreon嘅,下個月我會回水一個月(當然要下個月你仲訂緊),變相送幾日畀你,唔使等下個月先訂了。
路易十六話齋,今日?無事可記。盈富基金禁外國人買?哦。我在Facebook Post已經寫咗,甚至年頭Patreon已經寫咗篇「盈富基金十八問」。係咪好後悔冇訂呢!
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2021比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費100,已經1800人訂! 畀年費仲有85折,20/40年費VIP 送本人著作一本。
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好快話你知,最初係侵侵唔畀美國人買中移動(BTW,今年升10%,跑贏好多人嘅持倉),咁盈富基金當然有問題,搞一輪先話「道富」嘅香港subsid原來唔當美國公司,我就真係長知識。但冇所謂,大家開心就好。咁但,你買盈富嘅美國人,自然就即係等於間接持有中移動,咁就可能有問題噃。道富嘅玩法,就梗係等於叫你未夠秤唔好買鹹書咁,踢畀啲報紙檔執行啦,到你真係有人周未成年小朋友買鹹書,就係你把關不力啦,我叫咗你保證條友夠秤先好買。
咁,對大市有乜影響?Sorry,我完全唔明有乜影響。有人話美資會狂沽盈富。首先唔會,二來,盈富基金幾時變咗恒指成份股?「咁我買咗盈富咪會畀人狂質」。哦,原來真係有人以為可以恒指升1000點然後盈富畀人狂質跌5%,有嘅就多謝晒,中資歐資都多謝你。證明好多人,係連個市場點運作都唔知的。「咩呀夜期跌幾百點呀」。哦
第二部份嘅勞蘇就緊要了,哲學嘢,詳情你自己睇Patreon。但,講少少。嗰時睇過個故事,好似係The Big Short(當然係本書),呀醫生一定要搞清楚對方點樣rip off 佢,點搵佢著數。唔好誤會,醫生認為人地搵佢著數冇問題—唔知人地點搵佢著數先有問題。
咁我點搵你著數?好簡單,Patreon,你下個月唔交12蚊美金嘅,你即時冇文睇。「咁未搞Patreon之前呢」,咪靠run 個Page,在公司刷下存在感(拿唔好以為我流呀我好出名架),出下廣告post,出面寫下文咁。呢啲咪我搵著數嘅方式。搵著數天經地義,你唔知人點搵著數先係問題。
但相反,我嘅rule zero就唔阻行家搵食,不過你有冇諗過,好多人係靠你嘅恐懼去搵食?不過都係rule zero,我在Patreon就會提你,但我唔會阻人搵食,因為某程度上我覺得嗰啲人係自找的。你心贓唔夠大嘛,咪畀人導你入黑社會或信教,人地提供慰藉畀你喎,其實好公平。正如我唔會玩咩踢爆微信女騙局,因為咁都信嘅人,係抵死的。記住rule zero。
日日講爆煲嘅,自己有冇瞓身沽空先?skin in the game嘛。你可以恥笑或批評我盲目唱好,「條友一年365日都叫人買股票架啦」(其實係252日),但有何問題?唔通應該一年365日都叫你沽空?況且,你話我盲目睇好都好,我就係全副身家瞓晒落去買股票的,知行合一,Walk the Talk,見到分別冇?其他哲學嘢就文入面講
不過補多一句,我寫文嘅目的,三樣嘢。最好就提升到你投資表現。唔得嘅就至少大家學到嘢。「又輸錢又學唔到嘢嘅,都至少有啖笑」。實情呢個同我本書寫嘅WTF 哲學一樣,Writing 咪有談笑,Teaching咪有學,Finance 咪(hopefully)有錢賺
市嘅嘢,冇乜好講,美股業績夠晒勁,但啲股票好多出完業績都插。係咪見頂?又未必,又唔係未試過咁。我唯一擔心嘅係PayPal,公司護城河似乎冇我同埋好多人想像中咁深。「咩呀明明好多人用」,係喎,柯達當年都好多人用的,TVB當年都好多人睇的,Nokia當年都好多人用的 — 至少我Patreon已經唔係用 PayPal
最後, SPGI,標普環球,剛出完業績,又創新高,係得意之作,分分鐘比得上ASML。呢間公司唔細,1000億美金市值,但你見好少有人提, 因為啲業務太悶,冇乜新聞—呢啲公司先啱我。
想知公司做乜?我舊年年尾寫過Patreon,當時買嘅而家都執近三成,跑贏指數,仲想點?
可能都有人知,標普嘛,咪做信貸評級,拍AV間Moodyz嘅朋友嘛,標普調低香港評級嗰間標普,冇錯係。仲有,標普500指數嘛,冇錯係佢,「連道指都係佢的,童年被毀未?」。但公司仲有其他業務的。邊瓣最搵錢?邊樣佔最重?文入面都有講,仲有埋個Exel畀你睇到 breakdown
實情有人會跑馬拉松,有人會寫書法,我呢,心情唔好就鍾意入data,覺得好治癒,入完就搵到心中嘅平靜,然後就送埋畀Patreon啲讀者
(BTW,好多年前在公司但凡有人見到我入data,都唔止一個提議甚至批評,覺得呢啲嘢唔使自己做,搵啲尊尼亞做就得。潛台詞係「你嘅時間應該用嚟做其他嘢」。但我都係以自己做。因為佢地視為苦差,但我實在樂在其中。等於我估呢,啲富家子都應該會自瀆的。「固然佢可以叫人幫佢出火」,但真係自己玩有另一種快感嘛。
我睇連登咁耐,最正嘅一個post就係有條友話坐住自己隻手整痺佢然後先自瀆,咁就好似係其他人隻手幫自己咁。但我懷疑唔係的,即係你自己唧自己係唔會痕唔會笑嘅,大腦已經準備咗,所以你隻手冇感覺,都唔同人地隻手的)
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2021比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費100,已經1800人訂! 畀年費仲有85折,20/40年費VIP 送本人著作一本。
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breakdown vip 在 Faithy Vanity Table Facebook 的最佳解答
Classic MOTD with red pout (by #CharlotteTilbury) 💋💋💋
Oh, by the way, have you heard about the Party of the Year - Clozette Style Party? Come join me and catch the famous international Youtube stars Sunny Dahye and Morgan from The Beauty Breakdown + our popular local beauty & fashion influencers, amongst a grandiose showcase of 23 trendy looks styled by ASOS, LANEIGE and REDS Hairdressing!👗💄👠 You will be able to get a free K-Beauty makeover, nails & brows done, and stand to win $300 Reebonz prize voucher!😍
2 Ways to WIN yourself a pair of VIP tickets to this most happening event:
1. Post your #OOTD or #MOTD with hashtags #Clozette #ClozetteStyleParty (Make sure your profile is public!)
2. OR add the same hashtags to any stylish photo you already have on IG.
Last day is 12th April! For more details, visit www.clozettestyleparty.com
#CLEOBuzz
breakdown vip 在 路嘉怡 Facebook 的精選貼文
7/8飛碟聯播網「幽浮VIP」歌單
第一小時
◎播歌:Emmy The Great~A woman, A Woman, A Century of Sleep
◎播歌:Eleanor Friedberger~My Mistake
◎播歌:The Cardigans~Lovefool
◎播歌:Amy Millan~Skinny Boy
◎播歌:Amy Millan~All The Miles
◎播歌:Stars~The Passenger
◎播歌:Leslie Mendelson~I Know You Better Than That
◎播歌:Norah Jones~Say Goodbye
◎播歌:以莉高露~結實纍纍的稻穗
第二小時
◎播歌:Eric Hutchinson~Talk is Cheap
◎播歌:Eric Hutchinson~Breakdown More
◎播歌:ED Sheeran~You Need Me, And I Don’t Need You
◎播歌:ED Sheeran~Drunk
◎播歌:Jack Johnson feat. Paula Fuga~Better Together-Live-
◎播歌:G. Love~Booty Call
◎播歌:ALO~Girl I Wanna Lay You Down
◎播歌:Jack Peñate~Got My Favorite
◎播歌:Jack White feat. Ruby Amanfu~Love Interruption
◎播歌:The Teenagers~Starlett Johansson
◎播歌:Soko~I’ll Kill Her
breakdown vip 在 NeurofunkGrid - Official video for MAZTEK - Breakdown VIP... 的推薦與評價
... Breakdown VIP (Official Video). Forthcoming on Icarus Audio "Straight to Bad Ep" !!! Out on 17th of October 2011 ! Distributed by Triple Vision ... ... <看更多>
breakdown vip 在 Noisestorm - Breakdown VIP - YouTube 的推薦與評價
... <看更多>