Back again for some fish noodlessss 😋😋😋
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Now that's what am talking about. Thank you mummy and @cubexlight for getting breakfast. Fried seafood noodle tomato soup with lada and belacan 🤤🤤🤤 this is the one. I almost contemplated between kon lou mian but am dead set on soup 🤣
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Which would u pick if you have these 2 choices? 😂 Lain kali la try ty kon lou 🤭
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#MassyEats #kotakinabalueats #kkeats #kkcity #kopitiamnelayanII #nountuninanam #foodreviewer #foodblogger #blogger #foodie #foodigram #instafood #kkfood #hellosabahmy #fishnoodle
同時也有13部Youtube影片,追蹤數超過4萬的網紅謙預 QianyuSG,也在其Youtube影片中提到,【靜下心來好好想 - 珍惜生命 拒絕自殺】 Calm Your Inner Storm - Please Love Yourself To Say No To Suicide 本該活到70歲,30歲卻自殺,剩40年的壽命怎麼辦? 我過往想自殺的次數,不少於100次,小學時就覺得我活著很多餘。長大...
「contemplated」的推薦目錄:
- 關於contemplated 在 Facebook 的最佳解答
- 關於contemplated 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於contemplated 在 群 Gun Facebook 的最佳貼文
- 關於contemplated 在 謙預 QianyuSG Youtube 的最佳貼文
- 關於contemplated 在 curious kitty Youtube 的最讚貼文
- 關於contemplated 在 hulan Youtube 的最佳解答
- 關於contemplated 在 How To Pronounce Contemplated - Pronunciation Academy 的評價
contemplated 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
contemplated 在 群 Gun Facebook 的最佳貼文
[擲筊]
擲筊是一種在道教中請示鬼神指示的工具,筊多為木製而成,有分正反兩面,平面為正面,凸起為反面,兩個為一對,兩個筊合在一起為完整的新月的形狀;除了詢問問題之外,求籤也是需要用到擲筊。
通常筊的結果只會有三種型態,正面和正面、正面和反面、反面和反面;正面和正面的組合稱為「笑筊」,代表問題不明確或是沒有答案;正面和反面的組合稱為「聖筊」,代表正確和肯定;反面和反面的組合稱為「蓋筊」,代表否定和不可行。
在道教的廟宇中,筊通常會放在神明桌上,擲筊前要將筊拿至香爐上方以順時針的方向繞三圈,再拿著筊跪至神明的面前,向神明報上自己的名字等個人資料,再向神明提出問題,並將筊丟至地上,筊出現的型態就代表問題的解答。
若是抽籤也必須用上述的方式;抽籤前必須先擲筊,先得到神明的許可才能開始;抽起一支籤放在神桌上,再擲筊向神明確認有沒有抽到正確的籤,如果沒有抽到正確的籤,便再一次的抽籤和擲筊,反覆直到有擲出聖筊為止。
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[buăk-bŭi]
buăk-bŭi, "cast moon blocks", also called as "bwa bwei", it is a traditional Taoist divination method. The divination seeker throws or drops two little wooden pieces on the floor and gets the divine answer by the positions of the pieces whether the future course being contemplated is recommended or not. Besides seeking divination straight from the deity, the act of bwa bwei would also be preformed when requesting a fortune stick.
The blocks come as a pair of two, each has two side. The flat side the front and the curved side is the back. When putting two blocks together to form a pair, the pair resemble the shape of the new moon.
Usually, the divination seeker would get one out of these three answers: front/ front, front/ back, back/ back. Front/ front is the laughing draw, it means the divination is ambiguous in nature and the question asked is incorrect or should be worded differently, therefore no answer is given. Front/ back is the holy draw, it means the divination is positive and confirmed. The last is cover draw, which is the back/back, it means the whatever the seeker is seeking has been denied or would not work.
In Taoist temples, the “bwei” is usually seen placed on the altar. Before the bwa bwei can be performed, the seeker has to take the pair of bwei to the top of the incense burner, and draw circle clockwise on top of the incense burner 3 time with the bwei. Once it’s done, the seeker would then kneel down in front of the altar, facing the deity. The seeker would need to report the basic personal information to the deity in silent, then ask the question. After asking the question, the seeker would then throw the bwei on the floor to get the answer from the deity. However the bwei laying on the floor would be the answer to the question.
If the person is only looking to draw the fortune telling sticks, the same process of bwa bwei would still need to be followed to get authorized by the deity before he or she begin to draw the sticks. Once the person drew the stick from the holder, whatever written on the stick would need to be confirmed by the deity throw bwa bwei. If it’s not confirmed by it, the person would need to keeping going through the same process until the deity approves.
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#擲筊 #聖筊 #抽籤 #籤詩 #道教 #傳統 #信仰 #習俗 #文化 #民俗 #taoism #taiwan #台灣 #台湾 #台湾文化 #art #guro #獵奇 #怪奇 #黑暗 #illustration #陣頭 #廟會 #taiwanculture #台灣插畫 #bwabwei #divination
contemplated 在 謙預 QianyuSG Youtube 的最佳貼文
【靜下心來好好想 - 珍惜生命 拒絕自殺】
Calm Your Inner Storm - Please Love Yourself To Say No To Suicide
本該活到70歲,30歲卻自殺,剩40年的壽命怎麼辦?
我過往想自殺的次數,不少於100次,小學時就覺得我活著很多餘。長大後想尋死的理由更多,家庭、工作、經濟、感情等等。如果當初真的就跳下去,就不會有今天的李季謙,拍了80多支影片,給幾萬個你們觀看了。
好笑的是,我有十年的時間,覺得自己就是個廢物,一事無成的廢物。
可現在你們留言說,我給你們很大的正能量。
同樣是力量,讓我能把負能量轉為正能量,從陰霾中走出來,給我很大的心靈力量的是佛法。
我媽說想自殺這麼丟臉的事,不該公開說給那麼多人聽。她好意想讓我的形象比較正面。在很多國家,每年的自殺率都在增加,從老到少,憂鬱焦慮的人越來越多,那我寧願不要這樣的面子,盡一點綿力拉大家一把。
如果你今天想要尋死,請靜下來心來好好想,先聽我這位「前輩」說。
? 《靜下心來好好想》免費索取1本(海外郵資NTD150):
http://www.edaden.com/index.php?route=product/product&product_id=686
活一天 感恩一天
活一天 快樂一天
活一天 修行一天
~ 蓮生活佛
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If you kill yourself at age 30, when you should have lived till 70, what happens to the remaining 40 years?
I had contemplated suicide in the past, at least 100 times. During my primary school days, I felt my existance was redundant. When I grew up, there were many more reasons for suicide. Family, work, financial woes, relationships, etc. If I had jumped that one time, there will be no Lee Ji Qian today, to shoot over 80 videos for the tens of thousands of you to watch.
Ironically, for more than 10 years, I felt I was a useless person, with zero achievement.
Now, I see many comments telling me that I gave them positive energy.
The jab of energy which allows me to transform my negative energies and guided me out of the fog is the power of the Dharma.
My mother told me not to disclose publicly my past desire to kill myself. She said it was shameful for everyone to know, and I understand her good intention for me to maintain a positive image. In many countries, the suicide rate is increasing. More people of all ages are suffering from depression, and I would rather look bad in public and lend a helping hand to those in need through this video.
If you wish to take your own life today, please calm your inner storm, and listen to me, the one who had gone through the same path.
On my Youtube channel: https://youtu.be/79CPmq1SGYM
? CONNECT WITH ME HERE:
http://www.facebook.com/qianyuSG
https://www.instagram.com/qianyusg/
––––––––––––––––––––––––––––––
1) Track: Suspense Scary Music
Music provided by Oak Studios
https://youtu.be/tJkQs5xEhPU
2) Lightless Dawn by Kevin MacLeod is licensed under a Creative
Commons Attribution license
(https://creativecommons.org/licenses/...)
Source: http://incompetech.com/music/royalty-...
Artist: http://incompetech.com/
- Music promoted by 1HMNC - No Copyright Music
https://youtu.be/88nxThiNquw
3) "Steffen Daum - Goodbye My Dear" is under a Creative Commons license (CC-BY 3.0)
Music promoted by BreakingCopyright: https://youtu.be/X7evDQiP3yI
contemplated 在 curious kitty Youtube 的最讚貼文
This was a little project I had contemplated on doing for a while and decided to finally start when I won raffle tickets for BTS's Map of the Soul Tour concert in Seoul (11/4). Initially I planned to upload this video only after attending the show but..... as we all know the Seoul stops got cancelled (yes, I was devastated but it had to be done).
이 커스텀 프로젝트를 서울에서 MOTS투어를 위해 했지만........취소되었다 ㅜㅜㅜㅜㅜㅜㅜ
So enjoy! Hope this serves as inspiration for some of you ?✨
Materials:
SS6 clear crystals
SS6 AB crystals
SS10 AB crystals
SS20 AB crystals
E6000 clear glue
Washi tape
White acrylic paint
⚭ me ⚭
personal ig: @c.uriouskitty
film ig: @c.uriousfilm
⚭ tools ⚭
canon g7x mark II
edited in: premiere pro cc
⚭ music ⚭
oui lele - shiny eyes https://soundcloud.com/ouilele/shiny-eyes
burbank - sorry i like you https://soundcloud.com/danielburbank/sorry-i-like-you
contemplated 在 hulan Youtube 的最佳解答
「封景.志異-臺南市美術館典藏主題展」精選60件本館典藏作品,分成兩個階段展出,將藝術家創作視為一種當代的志異實踐,一種探知世界、考掘社會文化、提陳徵候異樣、檢視物我關係的媒介,依展間區分成「人間」、「神境」、「自然」三個子題,訴說這些典藏風景,從覺知及揭露政治社會和日常生活中的闇影,藉由入景形見,指認出猶待感應和思忖的所在;或者深入民俗場域,呈現眾生與神交陪、祈求顯靈保佑的精神表現和影像歷史;再到移情入景、重返自然,為心靈找到安適棲居的歸處;再再點示出,人不斷經由掌握自我與周遭環境之牽涉,追問本身的存在如何與世界彼此相容相攝,採取適當回應或介入,進而開啟其經心所願的向度和形廓。另則,選件的題材紛陳,亦增添了風景圖像的意義、開擴了風景再現系統的邊界。
on view in this exhibition are 60 artworks selected from the collection of the Tainan Art Museum, with the artworks presented in two stages. The exhibition sees the artists’ practices as contemporary records of anomalies, which act as mediums for exploring the world, excavating social culture, proposing signs of irregularities, and examining the self-other relationship. The exhibition is divided into the following three sub-categories: “Mortal World”, “Mystic Realm”, and “Nature”, showing how these selected landscape artworks from the collection have evolved from a state of being aware to exposing the dark sides of politics, society, and also in everyday ordinary life, and then by immersing in the scenes and allowing them to manifest, they also point out places that still await to be experienced and contemplated. Some of the artworks have gone deep into places of folklore, showing historical images of people’s interactions with deities and their spiritual behaviors of praying for divine protection. Emotions are also transferred into the landscapes depicted, with a secure sense of spiritual belonging sought after by returning to the embrace of nature. These artworks suggest that through self-awareness and involvement with our surrounding environment, people are constantly questioning our own existence and our relationship with the world, with suitable responses or interferences conducted to open up dimensions or contours that we envision inside. Additionally, the themes presented by the selected artworks are diverse and different; they enhance the meaning embodied by images of landscape and push the boundary of landscape representation.
《封景.志異-臺南市美術館典藏主題展》
地點:南美館2館展覽間F-H
展期:2019.6.14(五)-2020.5.12(二)
Sealed Landscapes, Records of Anomalies - Selected Works from the TNAM Collection
Venue: Gallery F-H, TAM Building 2
Period: 2019.6.14(Fri)-2020.5.12(Tue)
contemplated 在 How To Pronounce Contemplated - Pronunciation Academy 的推薦與評價
Learn how to pronounce ContemplatedThis is the *English* pronunciation of the word Contemplated ... ... <看更多>