關於 make up model car ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

Nikola รถบรรทุกไฟฟ้า ล้านล้าน ลวงโลก /โดย ลงทุนแมน
ในช่วงไม่กี่เดือนที่ผ่านมา เราอาจจะได้เห็นข่าวว่ามีหลายบริษัทที่ถูกจับทุจริต

ทั้งการโกงบัญชีของ Luckin Coffee ธุรกิจร้านกาแฟที่โตระเบิดจนมีสาขามากกว่า Starbucks
...Continue ReadingNikola, a trillionaire electric truck / by investment man.
In the past few months, we may have seen the news that many companies have been caught corrupt.

Luckin Coffee's accounting cheating, a grown-up coffee shop business explodes more branches than Starbucks.

To Kingold, a Chinese gold trading company in US stock market caught using fake gold for loan.

And recently, another company that was accused of corruption and deceiving the whole world.

That's a Nikola company that claims to produce electric and hydrogen vehicles that many people see have a chance to grow into Tesla's most important competitor, the world's most valuable car company.

Suspicious occurs because the founder of Trevor Milton has announced his sudden resignation after being accused of corruption for only 10 days.

This whole thing is pressure on Nikola company's shares falling from the highest point in June this year. Over 79 %

So what did Nikola do to be suspicious of corruption?
Investment man will tell you about it.
╔═══════════╗
Blockdit is a platform of source of thinkers
Helping to update the situation in video article formats
Including the podcast to listen to on the go.
Try it out at Blockdit.com/download
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First let's get to know the other important character of this story. That's Hindenburg Research.

This company does a corrupt business. It's going to make huge profit from Short Sell or borrowing shares of companies that are likely to be pre-sell.

Back to the beginning of this year, Muddy Waters Research was one of the corrupted companies who took huge profit from Short Sell after they caught Luckin Coffee cheating on their record of over-sales.

Hindenburg Research has Short Sell, Nikola Stocks, and has published a 76 page long report to show proof that Nikola is running a world-wide business.

Nikola was founded in 2014 with a mission to build automotive, polluting with electric battery technology with hydrogen from the company's research and development.

With clean energy the world's investment theme, including seniors like Tesla, can achieve huge success to the value of increasingly becoming the world's most valuable car company.

Nikola is easy to earn credibility and magnetism. Investors are attracted to fundraising quickly. Fast to the Stock Exchange. After only 6 years of business.

So how much does Nikola earn now?

If we come to see the results of Nikola company.

First 6 months, year 2019 Income 4 million baht. Lost 1,477 million baht.
First 6 months, year 2020 Income 3 million baht. Lost 4,198 million baht.

Interesting is Nikola's income we see coming from another business.
Because the company actually has income from selling automotive is 0 baht..

And this is because Nikola hasn't sold a car yet because the company can't produce a really viable car. Only the prototype is still under the testing. Expected to start manufacturing by 2021

Although Nikola hasn't sold any cars yet, you know that Nikola has reached 1.1 trillion baht more than Ford, the company that sold 5.5 million cars in the past year.

Such value is the expectation of investors who believe in electric and hydrogen battery technology that can make Nikola a blast. No different than Tesla can do.

But it seems like none of these things are true..

One of the key points Hindenburg Research accuses Nikola is that this company doesn't have its own technology, but only hires other manufacturers to produce.

By some reports, Nikola has gone to order inverter, an electric truck component from Cascadia.

But after Nikola took the car out, the company claimed that the inverter was a technology manufactured by the black tape to close the Cascadia brand..

And the latest case Nikola just announced to redeem 11 % of his own company's shares in exchange for hiring GM to produce a car.

There are many investors starting to see that Nikola's technology used to produce is almost from all GM.

Apart from technology that the company is accused of

Over the time, Trevor Milton, the founder of the company, has been suspicious. Changing the launch of the model car to be manufactured into a show of just a running model car. Plus, open for the reservation to pull money into the company.

And recently after Nikola was attacked by Hindenburg Research company.

Instead, the founder of a company like Trevor Milton brought evidence to confirm transparency and confidence that the company was in the right direction, but he announced his resignation almost immediately..

The story of Trevor Milton has been linked to Elizabeth Holmes, the former owner of a single drop of blood startup, changed the world Theranos who haunted the world a few years ago.

Nikola used to have a company worth of 1.1 trillion baht after entering the stock market successfully within a month.

But today, the company's value has fallen to 2.3 billion Baht. It's a 79 % fall.

Which if Hindenburg Research reports are true.
Worth 2.3 hundred thousand baht. It should be too much.
Because the true value of this company may just be emptiness..
╔═══════════╗
Blockdit is a platform of source of thinkers
Helping to update the situation in video article formats
Including the podcast to listen to on the go.
Try it out at Blockdit.com/download
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Follow the investment man at
Website - longtunman.com
Blockdit-blockdit.com/longtunman
Facebook-@[113397052526245:274: lngthun mæn]
Twitter - twitter.com/longtunman
Instagram-instagram.com/longtunman
Line - page.line.me/longtunman
YouTube - youtube.com/longtunman
References
-https://www.cnbc.com/2020/09/14/nikola-details-false-and-misleading-information-of-short-sellers-fraud-claims.html
-https://www.cnbc.com/2020/09/08/general-motors-takes-11percent-stake-and-2-billion-in-equity-in-electric-truck-maker-nikola-.html
-https://hindenburgresearch.com/nikola/
-https://swarajyamag.com/news-brief/touted-as-next-tesla-electric-vehicle-startup-nikola-is-now-drawing-comparison-with-theranos-for-fraudulent-misrepresentation
-https://electrek.co/2020/09/14/nikola-nkla-admits-faking-video-driving-prototype-weak-response/Translated

Hey, those who are driving latest model of MyVi, particularly 2018 batch, drive your car to the Perodua service centre and ask to check your fuel pump. They will change it for you. Under warranty. It seems that there is a very subtle call back.

I was unlucky to have a breakdown and sent my car to a workshop without realising it is a fuel pump problem. Only realise later.

A friend told me she got a letter via snail mail telling her to go back to the centre for a check up, and they changed the fuel pump on spot.

I told my sister who also drive a 2018 Myvi about this. She went to the service centre today without receiving any official notice and the centre changed it after verifying her car is among those affected.

Perodua should make a public announcement to call back the batches affected by the defect.

สายการผลิต 2022 Audi e-Tron GT production รถสปอร์ตซีดานพลังไฟฟ้า พละกำลังสูงสุด 640 แรงม้า ก่อนเปิดตัวในเมืองไทย

ก่อนที่จะมีการเปิดตัวในเมืองไทยอย่างเป็นทางการ ในอีกไม่กี่วันข้างหน้า เราขอพามาชมสายการผลิต Audi e-Tron GT รถสปอร์ตซีดานหรูพลังงานไฟฟ้า จากตระกูล e-Tron ซึ่งในต่างประเทศเพิ่งมีการเปิดตัวในวันที่ 9 กุมภาพันธ์ที่ผ่านมา โดยทำตลาดใน 2 รุ่นด้วยกันคือรุ่น e-Tron GT quattro และรุ่น RS e-tron GT

With an energized driving demonstration and a world premiere featuring high-caliber participants, Audi has presented its new electric spearhead – the Audi e-tron GT. In two events on the digital Day of Progress, the Four Rings showcased the highlights of this fully electric Gran Turismo: dynamic driving performance, emotional design, and sustainability.

“The e-tron GT is a stand-alone Gran Turismo, reinterpreted for the future. Its looks are a testament to premium automotive design.Bringing impressive driving performance, this is electro-mobility in the most emotive way. And with its sustainable concept, it takes a stand,” explains Markus Duesmann, CEO of AUDI AG. “Because it’s not just the drive concept that is sustainable. The entire production at our Böllinger Höfe site now has a carbon neutral energy balance.This sends an important signal – for the site, our workforce and the future viability of Audi.”

Audi also set a new benchmark with the digital world premiere, the Day of Progress. Two digital events presented the Audi e-tron GT: in the Sprint of Progress, the Formula E driver Lucas di Grassi and the sustainability entrepreneur and Formula 1 world champion Nico Rosberg demonstrated the dynamic driving performance of the Audi RS e-tron GT alongside the current Formula E racing car of the Four Rings, the Audi e-tron FE07. In a trip on the circuit of the Audi Driving Experience Center in Neuburg an der Donau, the spotlight was on the dynamic performance of the new model.

In the Celebration of Progress, the brand with the Four Rings introduced the Audi e-tron GT to the public for the first time. In the hour-long virtual show, Markus Duesmann and Hildegard Wortmann, Board Member for Sales and Marketing, together with further Audi protagonists such as Henrik Wenders, Senior Vice President for the Audi Brand, and Marc Lichte, Head of Design, presented the highlights of the new model.

A varied program emphasized the forward-looking attitude of the Four Rings brand. With reference to the importance of design, sustainability and performance, the actor and producer Tom Hardy, the designer Stella McCartney and Nico Rosberg added their personal insights. Themusical accompaniment to the unveiling of the car was performed by the US-American singer and songwriter Janelle Monáe, while Steven Gätjen as moderator guided the audience through the show.

The GREENTECH FESTIVAL and Audi, a founding partner of this platform for sustainability, together presented the GREEN FUTURE Award for the first time as part of the world premiere of the Audi e-tron GT. The prize, part of the festival’s GREEN AWARDS, is given to projects and persons that promote environmentally compatible urbanization and at the same time make an important contribution to improving the quality of life in urban infrastructure. The winner is the start-up Zencity, based in Tel Aviv, with an algorithm that collects and analyzes social media posts and local news from cities.

Both events are still available to be accessed online.

Quotes from the Celebration of Progress
“The Audi e-tron GT is the beginning of a new era for Audi. Our aim is to shape the future of electric premium mobility. Love of detail, maximum precision, and design that points the way to the future show how much passion we at Audi put into designing and making vehicles.”

Hildegard Wortmann, Board Member for Sales and Marketing, AUDI AG

“With the Audi e-tron GT we are putting the DNA of Audi on the road. The Gran Turismo superbly reflects our innovative strength and our pioneering spirit. For us it is already part of a line of icons of the brand, alongside the Audi TT and the Audi R8.”

Henrik Wenders, Senior Vice President, Audi Brand, AUDI AG

“For me, progress means creating something new. Something that no one has ever done before in this form. Designing a fully electric vehicle is like this: the entire design process has to be thought through anew.”

Marc Lichte, Head of Design, AUDI AG

“The Audi RS e-tron GT is a milestone in the development of electrified high-performance models.”

Lucas di Grassi, Formula E driver and entrepreneur

“Electric mobility is the future. Of course the path to the goal is a long one. It’s great to see that Audi is taking this path with determination.”

Nico Rosberg, sustainability entrepreneur and Formula 1 world champion

It was established by Arthur and Walter's Dabiddoson brother and William Sylvester Harleys in 1903.

The motorcycle manufacturer in the United States existed in the past and time only of one
company of Harley Davidson existed, too.

An actual pronunciation is near "Hurley Davissn" though an official name in Japan is "Harley
Davidson".
Feature

The feature of the maximum motorcycle made by the Harley Davidson company is a peculiar pulse feeling, externals that large displacement air cooling OHV and V type twin engine bring, and has a lot of charm fans in this. The drive is a belt drive that is converted the crank movement into the belt by the chain in a primary case and told the rear wheel. Most of the category that is called "American" of the domestic production manufacturer is OHC, V type twin engine, and the style that mimics features other than the drive. Blustan CEO of an American headquarters and chairman shows the idea, "Aim at the Harley that everyone can get on from a high-level Harley to a popular Harley" in 2001.

The shift started, twin cam 88B(balancer) was piled up from evolution 1340cc to present engine and twin cam 88.1450cc by the Softal system in 2000 in 1999, and those engines were improved to 1584cc in the boa in 2007(stroke). It is appearance of twin cam 96(cubic inch). The agreement of exhaust emissions regulations became a problem along with the large exhaust. The catalyst technology is introduced into the muffler in 2001, and all models to whom a new car is sold are made an injection in 2007. However, because the feeling etc. of the engine are different along with make to the injection from the one of a past carburetor specification (A peculiar feeling heavy to the cab was canceled), the deep-rooted popularitys are collected in the model of the cab specification. A present system is completed very much and has finished very much high about reliability though keeps sending the fuel even if the distortion occurs in the piston for the injection in 2003, and is reported on the case where Baspakkin of the cylinder mount is burnt.

Moreover, the motorcycle equipped with the first, water-cooled DOHC V twin engine (Revolution engine) was born ..this company in 2002.., too. (Refer to the page of VRSC for details. )

The model where the profit cannot be taken by the competition with the motorcycle manufacturer in Japan reduces the scale as abolition etc. , and the designed model ..straightening now "Run in the long distance with the United States freeway".. is centered though a small scooter etc. also were manufacturing the Harley company before. Therefore, the ability cannot be demonstrated in the mountainous district and the circuit. It was used in the United States for the police traffic management (Recently, a foreign car such as Kawasaki and BMWs is used).

The home manufacturer was acquired in the inside and 2001 when the entire two-wheel market reduced and the large-sized car share head position of more suppression 750cc was acquired in a Japanese market. It is assumed to two person in the expressway getting on opening of an automatic two-wheeled vehicle by the Road Traffic Law revision in the license acquisition system establishment in the car driving school by the large-scale automatic operation two-wheeled vehicle license foundation in 1996 and 2005 that a foreign manufacturer such as Harleys demanded in the background strong.

The Harley was a vehicle that enjoyed the sound and the pulse. Environmental protection..viewpoint..twin..cam..balanc er..engine..appearance..catalyst..techno logy..introduction..sound..pulse..model. .suppress.

The installation of an illegal muffler was controlled voluntarily by the notice of Harley Davidson Japan that was the sole agency by Japan in around 2003. The agreement of the installation self-imposed control of an illegal muffler was made also between the agency and the sales network in each administrative divisions. This is a meaning that prevents differences from being in the shop that installs it and the shop that doesn't obtain the defense of the notice in numbers of sales.

東北へ旅するドライブ その４
道の駅吉岡温泉から群馬県渋川市
伊香保温泉を経由してヤセオネ峠を上ります。
頭文字Dのモデルとなった峠道です。

今回も深夜ドライブに
おすすめのフリーBGMを選択しました。

#車載動画 #ヤセオネ峠 #NCS

Drive 4 to travel to Tohoku
Road Station Yoshioka Onsen to Shibukawa City, Gunma Prefecture
We will go up Yaseone Pass via Ikaho Onsen.
It is a pass road that became the model of initial D.

This time also for midnight drive
Recommended free BGM was selected.

おすすめ動画
Real INITIAL D Mt.Akina downhill model Haruna Shibukawa city
https://youtu.be/oAGfui660Z8

© Check out our Usage Policy on how to use NCS music in your videos:
©ビデオでNCS音楽を使用する方法に関する使用ポリシーを確認してください
http://ncs.io/UsagePolicy
使用に関して曲名などクレジットを表記する必要があります。
また使用に関しては、自己責任でお願いいたします。
  -----------------------------------------------------
BGM
Track: Culture Code - Make Me Move (feat. Karra) [NCS Release]
Music provided by NoCopyrightSounds.
Watch: https://youtu.be/vBGiFtb8Rpw
Free Download / Stream: http://ncs.io/makememove

BGM
Track: LFZ - Popsicle [NCS Release]
Music provided by NoCopyrightSounds.
Watch: https://youtu.be/K8DUjObr_tU
Free Download / Stream: http://ncs.io/PopsicleID
-----------------------------------------------------------
くま旅ちゃんねるでは、
車・鉄道・飛行機・自転車・ラン・歩き　問わず
旅をすることで、非日常世界を求めてまいります。
どうぞよろしくお願いします。
-----------------------------------------------------
ツイッターはじめました。
twitter ＠kuma_tabi_ch
https://twitter.com/kuma_tabi_ch

くまチャンネルのひまつぶし
https://www.youtube.com/channel/UCzh0wYe4tEk8W6aHnMwgAvg
どうぞよろしくお願いします。