🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
同時也有2部Youtube影片,追蹤數超過304萬的網紅MosoGourmet 妄想グルメ,也在其Youtube影片中提到,Our 15-year-old junior high school daughter used AUTODESK's 3D modeling software "Fusion 360" to create a MosoGourmet Bu-chan cookie mold, and our 20-...
「food 3d printer」的推薦目錄:
- 關於food 3d printer 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於food 3d printer 在 好食好事基金會 Facebook 的最佳解答
- 關於food 3d printer 在 Vietcetera Facebook 的最佳解答
- 關於food 3d printer 在 MosoGourmet 妄想グルメ Youtube 的精選貼文
- 關於food 3d printer 在 Ceemeagain Youtube 的最讚貼文
- 關於food 3d printer 在 3D Printing Food -- How can you do it? Machines & Edibles ... 的評價
- 關於food 3d printer 在 Is 3D Printed Food the Future? - YouTube 的評價
food 3d printer 在 好食好事基金會 Facebook 的最佳解答
#HAOSHi風向球 #3D列印壽司 #OpenMeals
#量身打造符合個人身體狀態3D列印壽司
愛吃壽司的台灣人,我們以後可以有福了!😎
只要吃壽司就能補充「專屬於自己的身體所需營養」,新食物概念「專屬壽司」的餐廳預計於2020年在東京開幕,極度喜歡壽司的小編都期待想知道何時開放首波預約了!
日本新創公司Open Meals推出了像素食物印表機Pixel Food Printer,用機械手臂一個像素、一個像素地將食物列印出來,將壽司的材料印成 5 公釐大小的凝膠立方體,組合出 8 位元風格的壽司。
3D列印過去已經被利用於許多領域,像是「模型」、「飾品」等等,那跟著小編一起來看看Open Meals的「3D列印壽司」介紹吧!
🔦圖片來源:OPEN MEALS Official Webside
📄參考資料:NoM Magazine(http://bit.ly/2Y6z7RV) 、 3D printing lab(http://bit.ly/2lITYZ8)、大人物(http://bit.ly/2m8vybH)
food 3d printer 在 Vietcetera Facebook 的最佳解答
[EN below] Cùng Vietcetera ghé thăm art space - không gian nghệ thuật của Anantara Hoi An Resort - nơi bếp trưởng Geert Vaartjes ứng dụng kỹ thuật in 3D vào ngành ẩm thực.
---
We visit art space, located on the grounds of Anantara Hoi An Resort, where executive chef Geert Vaartjes introduces us to the Space's unique take on food and beverage, highlighted in part by Vietnam's first 3D food printer.
food 3d printer 在 MosoGourmet 妄想グルメ Youtube 的精選貼文
Our 15-year-old junior high school daughter used AUTODESK's 3D modeling software "Fusion 360" to create a MosoGourmet Bu-chan cookie mold, and our 20-year-old university sophomore son made a cookie mold with a 3D printer! This is what the family channel MosoGourmet is all about!
It was a month and a half of mold making and cookie dough mold cutting work, repeating many mistakes, and trial and error. Now it is finally finished! Please take a look!
*Recipe* (16 Bu-chans)
1. Soften 120g of unsalted butter.
2. Add 90g of sugar and mix.
3. Add 45g of milk and mix.
4. Divide #3 into three equal parts (82g each).
5. a. Sift and mix 45g of flour and 45g of corn starch.
b. Combine 36g of flour, 45g of cornstarch and 4g of strawberry powder and sift it together.
c. Combine 35g of flour, 45g of corn starch and 10g of cocoa powder and sift it together.
6. Put the dough together, wrap it in saran wrap and rest in the refrigerator for about 30 minutes.
7. Cut with the mold and assemble.
8. Bake in an oven preheated to 180 degrees for 12 minutes. To stop it from getting too burned, at 6 minutes we placed aluminum foil over it.
9. Make the eyes and nose with icing, and it's complete. It doesn't look like much when written as a recipe, but it was a lot of hard work. But maybe this could be commercialized. It's a masterpiece!
中学3年生15歳の娘がAUTODESKの3Dモデリングソフト「Fusion360」で描いた妄想パペット(名前はぶーちゃん)を大学2年生20歳の二男が3Dプリンターでクッキー型にしてくれました!これぞファミリーチャンネル妄想グルメ!
型作りやクッキー生地の型の抜き作業、数々の失敗や試行錯誤を繰り返すこと1ヶ月半。やっとできた!見てね!
*レシピ*(16ぶーちゃん)
1.無塩バター 120gを柔らかくする。
2.砂糖 90gを加え、混ぜる。
3.牛乳 45gを入れ、混ぜる。
4.3を3等分(各82g)する。
5.a.薄力粉 45g、コーンスターチ 45gをふるい入れ混ぜる。
b.薄力粉 36g、コーンスターチ 45g、イチゴパウダー 4gを合わせてふるい入れ混ぜる。
c.薄力粉 35g、コーンスターチ 45g、ココアパウダー 10gを合わせてふるい入れ混ぜる。
6.生地をひとまとめにし、ラップに包み冷蔵庫で30分ほど休ませる。
7.型で抜き、組み立てる。
8.180度に予熱したオーブンで12分焼く。焼き色が付きすぎないように途中6分でアルミ箔をかけて焼きました。
9.目と鼻をアイシングしたら できあがり。レシピに書くとこれだけのことなんだけど、いろいろと大変やった。でもこれ商品化できるかも。力作です!
#3Dprinter #DIY #Cookie #Mold #Food #CoLiDoD1315PlusDelta
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food 3d printer 在 Ceemeagain Youtube 的最讚貼文
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food 3d printer 在 Is 3D Printed Food the Future? - YouTube 的推薦與評價
![影片讀取中](/images/youtube.png)
It may seem like science fiction, but it isn't. The future is now. Is 3D printed food in your future? And what does it have to do with an ... ... <看更多>
food 3d printer 在 3D Printing Food -- How can you do it? Machines & Edibles ... 的推薦與評價
Today we're talking about the most delicious form of 3D Printing -- FOOD ! SUBSCRIBE for NEW content weekly!00:00 3D Printing Food ... ... <看更多>