🌻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.
同時也有33部Youtube影片,追蹤數超過638的網紅Rika Adrina,也在其Youtube影片中提到,NOPE, NOT FOR ME. Unless..... HAHAHAAH IM JUST KIDDING but it's a wonderful thought don't you think? I made this video cos i had so many questions abo...
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- 關於conversation about family 在 Rika Adrina Youtube 的最佳解答
- 關於conversation about family 在 Daphne Iking Youtube 的精選貼文
- 關於conversation about family 在 ISSAC YIU Youtube 的最佳解答
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conversation about family 在 Facebook 的最佳解答
Late March, Azmi and I sneaked out from our family staycation at Wolo Kuala Lumpur to have a quiet dinner together and to just catch up on non-work, non-family related conversation (almost impossible since our lives revolves around them 😂) compliments of the hotel.
Before tongues wag, that’s a non-alcoholic sparkly juice hokay?
We chose Japanese from the menu and even had time to do our first Clubhouse together discussing “how to make time to date”!
Marriage is work. Hard work. Being the second time around for the both of us, we try to put aside our other roles and focus on being lovers to keep the passion alive 😍.
Details below:
Dinner Date In Room
With a romantic stay
Enjoy an all packaged romantic dinner for you & your beloved!
From a private dinner date to a hotel stay at the centre of Bukit Bintang. Experience famous restaurant food like De.Wan 1958 by Chef Wan or The Tokyo Restaurant all in one package! Make someone feel special with your love today!
Limited rooms available! Book your dinner date now!
What's EXCITING about this?
- Conveniently fun & hassle-free private dinner & stay
- Walking distance to Pavilion, Lot10, KLCC, MRT & Monorail Bukit Bintang
- Luxurious hotel rooms and comfortable beds with Bukit Bintang views
- Most valuable & exclusively romantic dine & stay deal
Dinner Date In Room @ WOLO Kuala Lumpur
- Private Dinner with 3 course meal for 2 pax (worth RM218)
- A bottle of Balduzzi Reserva Merlot Wine OR Non-Alcoholic Chardonnay (worth RM150)
- One (1) Valet Parking at WOLO Hotel (worth RM30)
- 2D1N stay at WOLO Gold Room King with Romantic Decoration (worth RM355*)
*subject to prevailing rates
Total price worth RM753
now at RM398
Serving time: 7PM - 7.30PM Booking period: 28th APRIL - 29th JULY 2021 (2days in advanced)
Dine & Stay period: 30th APRIL - 31st JULY 2021
BOOK NOW : https://wolo.my/wolo-dinner-campaign
All booking must be made 2 days in advanced, ya?
conversation about family 在 Eric's English Lounge Facebook 的最佳解答
[翻轉視界] Changing Perspective 15
We all want the same things in life: freedom, peace, and stability.
我們追求的目標其實都是一樣的: 自由、和平和安穩的生活。
★★★★★★★★★★★★
I'm a banking lawyer. I’ve got a very Australian accent. Sometimes people say things to me like that refugees are not really refugees, that they are just business opportunists. I then say, ‘Well, I’m a refugee from Laos, does that change your opinion?’ With that, they are taken aback.
•opportunist 機會主義者、投機取巧者
•refugee 難民
•be taken aback 被嚇了一跳
•Laos 寮國
我是一名銀行律師,說著一口道地澳洲腔。有時會有人對我說,難民並非真的難民,他們只是商業投機者。我就會說:「這個嘛,我就是從寮國來的難民,這會改變你的看法嗎?」聽完後,人們通常會大吃一驚。
★★★★★★★★★★★★
When we arrived in Australia, we lived first in a hostel in Melbourne, and then with my aunt and uncle and their kids in Sydney. There were 14 people in the house, and our family of 5 were in one room. My parents worked in factories, and my father worked a second shift in a restaurant at night so they could save up for a house.
•hostel (免費或廉價的)旅社 ; (UK) (無家可歸者的)收容所
•shift (n.)輪班職工;班;輪班
•save up for 為...存錢
抵達澳洲時,我們先在墨爾本的一間旅社落腳,之後才與我的叔叔、阿姨還有他們的孩子住在一起;我們14個人住在一間房子裡,而我們一家五口擠在一間房間。我的父母在工廠裡工作,父親晚上還要去餐廳打第二份工,這樣才能存錢買房子。
★★★★★★★★★★★★
I went to a public high school in a rough area of Sydney, in Bonnyrigg, right in the middle of a housing commission area. Only 4 kids from my year went on to Sydney University, and I was one of them. I still remember the first day of my law course, sitting in the lecture hall next to people from private and selective schools, and feeling nervous, out of place and undeserving.
•rough area 危險區
•housing commission area 住房委員會區
•selective school 菁英學校
•out of place 感到如魚出水,很不自在,局促不安
•undeserving 不配受到的,不該得到的
我在雪梨的貧民區上公立高中,學校在邦尼裡格,也就是在危險區的中央;我們年級只有4位學生考上雪梨大學,我是其中一位。我仍然記得,我在法學課上的第一天坐在那些從私立學校與菁英學校出來的同學旁邊,感到緊張、不適應且不配出現在那裡。
★★★★★★★★★★★★
My parents didn’t want to leave their country. They did it because they had to, because they were discriminated against by the Communists because of their Chinese background and political beliefs. Then they had to live with us in a refugee camp in Thailand for 10 months. And when they came to Australia, they worked hard, they always did the right thing, they tried to fit in, and they created a good family life for us. All my siblings went to uni, and we have all become professionals.
•be discriminated against by 被...歧視
•Communist 共產主義者; 共產黨員
•political belief 政治信念
•refugee camp 難民營
我的父母並不想離開祖國;但他們不得不離開,由於他們的華人背景跟政治信念而被共產黨歧視、敵對。我們一家不得不在泰國的難民營裡待了10個月。當他們抵達澳洲後刻苦工作,總是做正確的事試圖去容入這個環境,為我們創造了美好的家庭生活。我所有的兄弟姐妹們都接受大學教育,並都成為專業人士。
★★★★★★★★★★★★
Back when we arrived, there was a bit more compassion for refugees. I think that's what's missing in Australia these days. Even in some of the ethnic communities, I feel that there's sometimes a lack of compassion, because they forget where they've come from. So when people say something negative about refugees, I always speak up with my story, to try to bring kindness back into the conversation.
•compassion 同情、憐憫
•ethnic community 少數族群社區
•say something negative 說壞話
•speak out/up (尤指對有強烈共鳴的話題)公開發表意見,坦率說出
回顧我們剛抵達之際,當時對於難民們有較多的憐憫與同情,而我認為這是現在的澳洲所缺乏的;甚至在一些少數族群的社區裡,我也覺得那兒缺乏同情心,因為他們忘記自己從何而來;所以當人們對難民說一些負面的話,我總是會對他們提起我的故事,試圖將善意帶回人們的對話之中。
★★★★★★★★★★★★
Bring kindness back into our lives.
文章出處: https://bit.ly/3gjlUgs
New Humans of Australia
Photographer: Simone Cheung Photography
★★★★★★★★★★★★
翻轉視界: http://bit.ly/3fPvKUs
conversation about family 在 Rika Adrina Youtube 的最佳解答
NOPE, NOT FOR ME. Unless..... HAHAHAAH IM JUST KIDDING but it's a wonderful thought don't you think? I made this video cos i had so many questions about being a young mum especially in this economy... obviously i don't understand how people my age can even THINK about cloning themselves like this but after talking to Mawar, i can see the reason why now. Women are such strong beings, i cant stress this enough. Love & treat your ladies yalls (yes i am directly talking to u boys).
Fun fact: i had a terrible time editing this cos i had to watch Mawar's birthing video again and thoroughly this time so that i can add in the b-rolls.... please.... no more....
Timecodes:
0:00 - very confusing intro
0:46 - yay Mawar!
0:53 - realisation of wanting to be a mother
2:05 - what giving birth is ACTUALLY like
5:05 - body changes after child birth
5:51 - what is pantang (abstinence)?
6:36 - postpartum depression
9:33 - things that trigger ppd
10:04 - holistic reflection on the major lifestyle switch
10:48 - don't you miss your bachelorette life?
12:11 - are you sure you don't want kids?
12:54 - god is a woman especially single mums
13:33 - the pressure being in a long term relationship hahahaha
13:49 - grateful goes a long way
15:00 - outro + mother to my plants
Watch my previous video, how i braced myself for 2021:
https://youtu.be/F96jh51QUJk
You can say hi to me here:
Twitter/Instagram - @rikaadrina
TikTok - notrikaplsdontlookforme
Watch Mawar's birthing video here:
https://youtu.be/mMfxXsjq3pM
Keep up with Mawar and her journey into motherhood:
Twitter/Instagram/Tiktok - @mwrmy
Youtube - Mawar Remy
Thought I'd start including FAQs now haha:
1. how old are you? turning 23 (born in 1998)
2. how tall are you? 5ft (yes i am short shhhhh)
3. what’s your ethnicity? malay & japanese
4. what equipment do you use to film?
➭ main camera: fujifilm xa3
➭ mic: my iPhone 7 hahahaha
➭ editing: premiere pro
Song credits:
1. an awkward dinner conversation at a family gathering (piano version) - lullatone
2. the extra opportunities of a leap year - lullatone
3. this book smells like rain - lullatone
![post-title](https://i.ytimg.com/vi/w1PFcPPlAaM/hqdefault.jpg)
conversation about family 在 Daphne Iking Youtube 的精選貼文
We all know someone who gives advice even when not asked. In life, or in our virtual space.
They might not know whether you’re struggling with something. They might not know whether you are working on an issue. They might not know whether you want to hear their opinion.
They’ll talk anyway. They’ll tell you what to do anyway. They’ll shove answers right down your throat if they have to.
In this week's episode, we swap notes about people who love to #JustSharing. I'm glad we did this episode. It makes me more mindful in my conversation with others ... and more.
#SwappingNotes is an independent (read: unfunded) web show where Sheril A. Bustaman (Fluff) and I (Pons) talk candidly and truthfully about our experiences being wives, mothers, and women - among other things.
Let us know what you think k? Do comment below.
Thanks for watching and please do not forget to subscribe to my FB/YouTube/ IG page @daphneiking and @sherilabustaman.
This is also on podcast over Fat Bidin Media. (Thanks Zan!)
Thanks for watching and please do not forget to subscribe!
Also follow me on my other social media channels:
Instagram
https://www.instagram.com/daphneiking/
Facebook
https://www.facebook.com/daphneiking/
Twitter
https://twitter.com/DaphCLPT
If you also need my profile and showreel, please visit:
joelebosi.wix.com/bedifulstory
Thanks for watching and please do not forget to subscribe!
![post-title](https://i.ytimg.com/vi/eSywFdvak6U/hqdefault.jpg)
conversation about family 在 ISSAC YIU Youtube 的最佳解答
#100kSUBSCRIBEvideo
Welcome to be Issac family !!?
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Hair IG : https://bit.ly/2BJMf5F
Facebook: http://bit.ly/2UOS6h6
For Business inquiries: issacyiumedia@gmail.com
Support ISSAC to create more useful content !!
https://www.paypal.me/issacyiu
Poppy(波痞)
Video https://youtu.be/RoNrnfHFNVY
Youtube Channel: https://bit.ly/3k9L5Rg
Instagram: https://bit.ly/2ZACtv3
FaceBook: https://bit.ly/32tgCHR
大家好,我是Issac Yiu, 我是一名專業的髮型師和造型師
好榮幸可以參與Youtube Creator Spotlight
今次我將會帶一份大禮物給所有人 包括台灣的朋友
我相信所有人在今年過得不快樂 因病疫問題 大家不能夠滿足基本的需求 就是旅遊 而我也為此感到失落
這影片會是我們團隊中(Team Issac BrotherZ)的最好的作品 在這份禮物裡 我們想透過鏡頭將香港的美麗送給大家
希望大家保持正面樂觀
TEAM ISSAC 花了很多時間去做今次的影片 所以我真好想說一句多謝給他們
因為他們努力地找了香港不同具備香港特色景點及小角落捕捉了令人陶醉的景色,人生百態
還有長時間的影片剪接 .
謝謝我的團員
特別嗚謝 波痞(Youtube Creator) 與我是次合作拍攝今次的影片
第一次合作 我們溝通非常好很順利 同時我很佩服她經營自己的努力
希望大家前程似錦
謝謝Youtube 給了我一個機會讓我展現一直以來想做的東西
願各位喜歡這個影片,希望大家可以訂閱我的頻道!LIKE ! 分享
~ 做更好的我 ~
Team Issac (BrotherZ) 拍攝及製作人員
Video Editor & Camera Man
Hoyuen : https://bit.ly/3bWQAQl
Matthew : https://bit.ly/3mlkAdC
Steve : https://bit.ly/3mgXt3Q
Hey !! I am pro #hairdresser and #stylist ISSAC from TONI&GUY. So Happy to Cooperate with YouTube (Youtube Creator Spotlight)
This time I bring a massive present to all of you especially the Taiwan audience
I believe everyone would suffer in this year who cannot do the traveling and I feel so sorry about that
This video will be our the Best Masterpiece to let you know the beauty of Hong Kong from my whole Team [The Team ISSAC - BotherZ]
Hope everyone keeps positive in your mind
We spent a lot of time to do this video, so I really wanna say thank you very much maybe more than that
Our team put much effort to find many good places to capture the gorgeous view and the lifestyle in Hong Kong
Also the non-stopping editing.
Hope you guys love it =)
Thank you all of the members in Team Issac.
Special thanks to Poppy from Taiwan YouTuber cooperate with me to make this video
We have a very good conversation and I really appreciate your effort in your channel as well
Wish we have a Bright Future
Thank you, Youtube Grant me an opportunity to make all the time I wish to do
Hope u guys love my videos ^^v PLEASE SUBSCRIBE! LIKE! SHARE!
~ Be a better me ~
ISSAC YIU
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Culture Code, Tobu, Karra
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Music in this video
Learn more
Listen ad-free with YouTube Premium
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Make Me Move
Artist
Culture Code, KARRA
Licensed to YouTube by
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#CreatorSpotlightHK #CreatorSpotlightTW #來自港台的驚喜
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conversation about family 在 60 Family Conversation Starters (Free Printable) - Pinterest 的推薦與評價
May 12, 2016 - Having a hard time getting kids to open up about their day? These free printable family conversation starters will get kids talking and ... ... <看更多>