Visited the Ministry of Health, Singapore COVID-19 Case Management Task Group (CMTG) Operations Office yesterday. They administer the whole process for COVID-19 patients, from detection to recovery. This includes assigning patients to appropriate care facilities, arranging for transport, and briefing them on what they need to do, especially those who choose Home Recovery.
We now encourage fully vaccinated patients to recover at home wherever possible. This is less disruptive for them, especially if their symptoms are mild. It will also reduce demand for hospital beds, so that the seriously ill ones can get the treatment they need.
I know this is a stressful time for those with family members who have COVID-19. Some of you have written to me to express your frustrations, or question why MOH takes so long to get in touch after you or a loved one has tested positive.
The CMTG have a very demanding task. They operate 24/7 in a rapidly changing situation. Case numbers are still growing, and we are doing our best to scale up our operations, and make sure all patients are well cared for.
I would like to thank the CMTG for their dedication and tireless efforts. If we all work together, get vaccinated, and wear our masks properly, we can slow down the current wave, and get through safely without overwhelming our hospitals or suffering unnecessary casualties. – LHL
同時也有80部Youtube影片,追蹤數超過0的網紅toysrevil,也在其Youtube影片中提到,Underverse just gave us a glimpse at their POCKET UNIVERSE line of action figures, featuring Ashley Wood's character creations in 1/18th scale! First ...
「scale down」的推薦目錄:
- 關於scale down 在 Facebook 的最佳貼文
- 關於scale down 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於scale down 在 Zoe Raymond Facebook 的最讚貼文
- 關於scale down 在 toysrevil Youtube 的最讚貼文
- 關於scale down 在 電扶梯走左邊 Jacky Youtube 的最佳貼文
- 關於scale down 在 Dan Lok Youtube 的最讚貼文
- 關於scale down 在 Scale down · Issue #223 · rabbitmq/cluster-operator - GitHub 的評價
- 關於scale down 在 How to scale down physical size of image in Python OpenCV 的評價
scale down 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
scale down 在 Zoe Raymond Facebook 的最讚貼文
✨GIVEAWAY✨
The kids love cooking so they were instantly drawn to the cooking board of utensils, chopping boards, pan and vegetables! I like that they are also educational with the name of each item printed. The velcro between each veg helps Aaron with his gross motor skills too!
Arielle has been practicing her numbers more now with the help of little frogs. This weighing scale tilts up or weighs down according to the number placed on the scale! The weight of the numbers also corresponds to the numbers of frogs. Very helpful for helping little children visualise numbers and teaching them about greater than/ lesser than!
-
Giving away $50 credits to 2 of you! Like this post, be a follower of @sprightlykidssg & tag your friends to qualify! Winners will be picked on 8th Sept! Meanwhile, use ZOESK18 for 18% off from now till 9th Sep. 15% off with ZOESK15 from 10th to end sept!
scale down 在 toysrevil Youtube 的最讚貼文
Underverse just gave us a glimpse at their POCKET UNIVERSE line of action figures, featuring Ashley Wood's character creations in 1/18th scale! First look'll be at their Shanghai Wonder Festival 2021, and then I'll be tracking it down on #TOYSREVIL!
(Image via Underverse)
https://underverse.com
https://www.instagram.com/underversehq/
https://twitter.com/underversehq
https://www.facebook.com/underversehq/
Track used: "Cumbia City" by An Jone
............................
*If you like or enjoy what I do, please do consider buying me a coffee at:
https://www.buymeacoffee.com/TOYSREVIL
*Donations also accepted via PayPal ("toysrevil@yahoo.com").
THANK YOU for your support of TOYSREVIL!
..............................
READ #toynews & Pop Culture on:
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SHOP @
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WHO-IS "TOYSREVIL"?
- https://about.me/toysrevil
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scale down 在 電扶梯走左邊 Jacky Youtube 的最佳貼文
✨本集來賓:James Hu - CEO & founder / Jobscan.co
https://www.linkedin.com/in/jameshujobscan/
- 成績不好也能創業成功當上老闆,只要開始努力都不算晚,謹記成功還是失敗都是自己的 | Grades don’t determine your future, your attitude does.
- 自省的力量:有策略的努力,比低頭苦幹更重要!| Importance of self introspection, work hard with the big picture direction in mind
- 創業家最強大的武器-大於常人的動機 | Motivations of an entrepreneur
- 使用者是你最重要的投資人 | Your customers are your most important investors
- 冥想、Think Week ,你能每天靜下十分鐘思考嗎 | Meditation, think week, 10 minutes a day
- 凡事先開始才有以後 | Do things that don’t scale
📚 Books Mentioned:
- Rich Dad, Poor Dad 富爸爸·窮爸爸
- 7 Habits of Highly Effective People 與成功有約
我們每集都會辦抽書活動,記得 follow 我們 🤩
IG: https://www.instagram.com/leftsideescalator.jacky/
FB: https://www.facebook.com/LeftSideEscalator.Jacky/
***
(00:01:15) 用三個字形容自己 | 3 words describe yourself
(00:02:26) 求學過程 沒考上 再花兩年轉學進夢想大學 | Not getting into school wanted, 2 year journey to transfer
(00:04:15) 成績不行 靠工作經驗來補 | Work experiences to compensate bad grades
(00:04:50) 免費工作 只為了零售轉白領 | Working for free to learn a skill
(00:05:46) 不屈不饒的申請Microsoft實習 | Getting internship at Microsoft
(00:07:10) 學校帶給你的無形幫助 | Intangibles learned in school
(00:08:06) 終於進到Microsoft | Finally getting into Microsoft
(00:08:24) 2008金融風暴 Microsoft解僱五千人 | Then getting laid off
(00:09:36) 因為「富爸爸窮爸爸」 23歲就買房子 開啟投資理財之路 | Buying a house at 23, jounrey of finance
(00:11:33) 又回Microsoft 但薪水少1/3 | Taking a big pay cut
(00:12:07) 2010 從西雅圖到北京 | Seattle to Beijing
(00:12:58) 白天全職Groupon 晚上創業 | 2 jobs
(00:13:51) 土法煉鋼 做出「我搭車」App | Brute force ride sharing start up
(00:15:22) 贏得北京Startup Weekend 第二屆 第二名 | Second place at Beijing startup competition
(00:16:08) 創業最困難的挫折 | Hardest thing of doing start ups
(00:17:35) 沒有完善的商業模式 努力兩年最終結束創業 | Closing up the company
(00:20:13) 創業應該找好朋友還是單純夥伴 | Friend & business partner
(00:21:18) 美國創業 vs. 中國創業的差別 | Doing a startUp in US vs China
(00:22:48) 山寨和原創之間 | Imitation vs original
(00:24:21) 意外60天二度創業 JobScan | 60 days to start second start up
(00:26:27) 先求有再求好 | Do things that don’t scale
(00:28:24) 成功融資帶來的錯覺 | Illusion of success from fundraising
(00:31:27) 創業會選擇做大規模 還是單純有被動收入 | Going big or revenue
(00:33:48) 當你真心渴望 全宇宙都會聯合起來幫助你 | Being resourceful
(00:36:45) 聘請員工 高薪不是重點 | You don’t need to pay more for better talent
(00:39:26) 創業家視角:十年以後 | 10 year vision in entrepreneurship
(00:40:37) 進不了大學產生的人生理念 | Life views since not getting into desired college
(00:41:51) 最近的好習慣:十分鐘冥想 | 10 minutes meditation
(00:44:15) 慢慢來 比較快 | Slowing down is faster
(00:46:56) 時間管理 沒有大師 | Time management
(00:48:12) 效仿比爾蓋茲的Think Week | Bill Gates’s think week
(00:52:48) 面對家人離世仍保持正向 | Positive attitude despite family loss
(00:57:19) 對快樂的定義 | Definition of happiness
(00:58:56) 十年終於放了自己一年大假 | One year sabbatical after
scale down 在 Dan Lok Youtube 的最讚貼文
How Do You Know You Are The One? How Do You Have Faith In Yourself When Others Hold You Back? When Your Lower Self Pins You Down, Remember Who You Really Are: Your Higher Self. Start Unlocking Your Higher Self Today, By Getting A Free Copy Of Dan’s Best-Seller, Unlock It. Claim Your Copy Now: https://provingthemwrong.danlok.link/
Maybe you reached a low point in your life. Maybe you have all these goals and dreams but people around you don’t support you. Or maybe you let your lower self rule your life. Whatever it is, remember that it all is up to you. You have the power to step up and prove them wrong. The power to show the nay-sayers what you are truly capable of. Remember, the night is the darkest right before the dawn. Watch this video every day to fuel your true inner power.
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Check out these Top Trending Playlists -
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Some people call Dan Lok the "Influencer's Influencer". Others call him "the King of High-Ticket Sales" or "the Asian Dragon".
His students often address Dan as "Sifu" (means Mentor in Chinese) out of respect and appreciation for his guidance.
On YouTube, Facebook, and Instagram Dan Lok has been viewed more than 1.7+ billion times. He is one of the few mentors that actually owns a portfolio of highly successful business ventures.
Dan is able to command as much attention on a single YouTube video as he does on FOX Business News, MSNBC, CBC, Forbes, Inc, Entrepreneur, and Business Insider.
But none of those "bragging rights" or "claims to fame" really matter much to Dan. The real reason so many people (including the biggest names) seek him out, and the reason you've probably heard his name come up more than once isn't any of those things.
Dan's real gift is to help you attract high-value clients, monetize your content, scale your audiences, and generate significant revenue online.
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
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#DanLok #ProveThemWrong #Motivation
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how-to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about Prove Them Wrong - Motivational Video.
https://youtu.be/Qy3Z33wMq-Y
https://youtu.be/Qy3Z33wMq-Y
scale down 在 Scale down · Issue #223 · rabbitmq/cluster-operator - GitHub 的推薦與評價
Is your feature request related to a problem? Please describe. Scaling down a rabbitmq cluster does not work at the moment. We should look into why it fails ... ... <看更多>