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Some of my favourite Smile Makeover cases over the past year…Which number was your favourite?✨Lemme know!😊
#SmileMakeover #Dental #Dentistry #Veneers #Dentist #Art #Videos #Veneer #Teeth
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
【我親愛的Zoom視訊客人們】
To My Dear Zoom Clients
我忍了真的⋯⋯真的⋯⋯很久，今天過後實在忍無可忍，一定要叮嚀所有過去和未來的客人們。
我年紀很大了，受不了太大的刺激。
拜託，你們可以Zoom好來嗎？😓😑
一、Zoom視訊的視角 = 拍護照照的視角
護照自2020年起就已成為古董，但大家這一生應該有拍過證件照吧！
對了，就是要頭髮整齊，讓我看到你的雙耳、雙眼、鼻子、嘴巴、頸項和肩膀，到胸部。
我批八字時，需要看整個面相。不要讓你一半的臉掉出鏡頭外，這樣很像鍾無艷，也不要嘴巴不見掉，這樣我很像在跟一條羅漢魚視訊。
我看面相包括看你的嘴巴、牙齒和說話時的嘴形。是的，看相就是需要那麼仔細。
如果你的螢幕太低，那就找書本或舊報紙，把螢幕墊高一點。別讓我整一個小時半只看到你的雙下巴，會把你的面相比例給看錯。
不要一直告訴我不好意思，方法是人想出來的。
•
二、光線
太暗，我看你如見鬼。
太亮，我會看不清你的膚色。
拉開窗簾，不要背向陽光。
有必要的話，就直接開燈！
•
三、勿放什麼椰樹沙灘/金門大橋的虛擬背景圖
什麼虛擬背景圖都不要放啦～
我的家美最重要，我不在乎你的家美不美，我只是來看命的。
如果你的Wi-Fi不是很強，電腦功能不是很厲害，這類的虛擬背景圖會讓你的視訊畫面卡卡的。
有時你轉個身，整個右邊不見了，或部份的頭髮少了，讓我覺得我好像在看恐怖片，嚇人啊～
•
四、環境和聲音
有些海外客人其實非常用心。為了與我視訊，特別去買有麥克風的耳機🎧，讓我能更清楚的聽到他們的聲音。😍
沒有使用耳機和麥克風的客人，往往他們的聲音會有種空氣般的回音，如果他們本身講話又小聲，我的耳機聲量開滿，我還是聽得滿辛苦的
也有香港和馬來西亞客人租過會議室、鐘點房間或單人工作室，就是為了不受家人的干擾，能安心的與我視訊。😍
最有趣的是，去年新加坡阻斷措施時，有位男客人跑到屋外的走廊坐在地上與我視訊。只是外頭風聲有點大，我好幾次都聽不清楚他的聲音。
曾有客人在咖啡廳與我視訊。咖啡廳裡的高談闊論聲和器皿的敲擊聲，頻頻從我的耳機闖進我的耳朵，哇～我的耳朵那時真的是活受罪，還要裝一副氣定神閒的樣子。
天啊，兩次過後，我寧願退錢，也不再見這樣的客人了。耳朵只有一對，我要保護好啊！
在這裡聲明：一般我們買手機時的那種有麥克風的耳機，就已能視訊。沒有戴耳機和麥克風的客人，我一概會拒絕諮詢，把費用原銀奉還。
五、孩子
曾試過諮詢的前20分鐘，一直被女客人的小孩打擾，進來哭著要媽媽主持公道。
如果你家中有六歲以下的兒童，會時不時來敲你的門，我建議你還是先別約我。你這樣會分心，無法聽好我交代的事，而我也得一直等你去安撫你的孩子，就無法在限定時間內看完你的八字，這樣對誰都不公平。
六、我只見客人一人
這個規矩，從我一出道就定下來，也清楚的寫在網站上，根本不用一而再的來試探水溫。
但這兩個星期，還是有客人硬闖關，事先安排自己的配偶/孩子坐在電腦的另一面，要他們聽我講他的八字。
我從不改我的規矩，也沒有八字或風水是我非看不可的。
讀書這麼高，連自己的命都不能自己負責，這已經不是能改到命的人了。
你一定要你的配偶陪你聽，那你需要的不是我來教你改命，是你的配偶來安你的心。
將來若還有這樣的事，我會直接中斷視訊，把錢退回去。
七、「我第一次用Zoom！」
可是從報名那天到今天的諮詢，你有兩個月的時間去摸索。
兩個月，怎麼還是錯誤百出？因為客人根本沒有事先準備和練習。
結果我就這樣等了20分鐘，還得等對方下載軟件。
Zoom不難使用，但如果是你沒有花時間去摸索，就不要撒謊，直接說，我就直接退現錢。
品德是改命的資糧，不要為了自己能脫身就隨便編一個漏洞百出的謊，還說自己是好人。這...不會臉皮太厚了嗎？
小事都不願做好，絕對不會成大器。
八、暈車
有些客人用Ipad或手機來視訊。
重點是，他一支手拿著手機，一支手拿筆寫筆記。他一邊寫，另一支手就一邊搖晃。他做在床上，移動一下，手機就彷彿大海嘯幾下🌊
我一天如果見三個這樣客人，我的視線就搖晃了5個小時。工作完畢後，頭也會痛得厲害，無法完成晚上製片的工作。
沒有自拍器三腳架，也應該有些書本或東西來頂著手機。
各位，多點善心，為我著想一下吧⋯⋯
__________________________
To My Dear Zoom Clients
I have been enduring it for a really really long time. That's it! I am gonna put a stop to this after today and send out this reminder to all my past and future clients.
I am getting on in years, and cannot stand too much stimulation.
Please.... can you guys do a proper Zoom?
Number 1: Going on screen in Zoom = Taking a photograph for your passport.
Since 2020, the passport has become something of an antique but I believe everyone has taken some kind of ID photos! Yes, the ones with your neatly combed trusses where I can see both your ears, nose, mouth, neck, shoulder all the way to your chest.
I would like to see your full face during the Bazi Consultation. Please don't allow half your face to fall off the screen and you end up looking like Zhong Wu Yan! Please also don't hide your mouth making me feel like I am talking to a Arrowana.
When I analyze your facial features, it includes your mouth, teeth and the shape of your mouth while you are talking. Yes, it is down to such level of details.
If your PC / Laptop monitor is too low, please find a book or old newspapers and stack it on top. Please don't let me only see your double chin for that 1.5 hours, as I would probably get the proportion of your face wrong.
Don't keep telling me you are apologetic. Think of a way out.
Number 2: The background lighting.
Too dark, you risk looking like a ghost.
Too bright, I cannot figure out your skin color.
Draw open the curtains, but don't face your back to the sunlight.
If necessary, just turn on the lights!
Number 3: Background images of coconut trees on sandy beaches or the Golden Gate Bridge.
There is no need to put on a virtual background. I only care about how my hone looks, I am not bothered by yours. I am only here to see your Bazi.
If your WIFI signal or your PC / Laptop performance is poor, using the virtual background can often make your Zoom video choppy. Sometimes when you turn your body, one side of your body or some part of your hair will disappear. It's really like one of those spooky movies scaring the wits out of me.
•
Number 4: Background environment and noise.
Some of my overseas clients really put in effort for our Zoom sessions. They bought a headset with a mic so that I can hear them properly and vice versa.
Those that did not use a earphone or a headset often sounded echo-ish, and if they spoke softly, I would have to turn on the volume on my side full throttle and still have a hard time trying to hear them.
There are some clients from Hong Kong and Malaysia who would rent meeting rooms, hotel rooms or private work spaces by the hour so as to reduce any disturbance from others and better focus on the Zoom session with me.
I recalled an interesting incident during the Circuit Breaker last year. A client from Singapore Zoom-ed with me along the corridor outside his house. Most of the time, I was hearing the howling of the winds rather than his voice.
Some clients sat themselves in coffee places for our session. These places are often filled with loud chatters and the clanging of cups and plates, and my ears suffered terribly. Yet, I have to continue to be seen as composed and attentive.
Goodness me, after 2 of such experiences, I decided that I rather refund these clients and never see them again. I have only 1 pair of ears and I want to protect them at all costs!
A normal earpiece that comes with the purchase of a handphone is good enough for Zoom video calls. For clients who do not have a earpiece/headset and a mic, I would end the consultation and refund the monies.
•
Number 5: Children
There was once where a session with a female client was repeatedly disrupted by her kids, running in crying for their mother to settle their quarrels. If you have children below 6 years of age, and likely to interrupt our session, I suggest you don't book a consultation with me.
You will be distracted, unable to focus on my advice and I have to wait for you to clear up the situation with your children, eating into the allowable time for me to complete the consultation. This is unfair to both you and me.
•
Number 6: I only meet one person, that is the Client.
I have set this requirement the day I stepped into this line of work, and it is clearly written in my booking form. There is no need to try your luck under any circumstances.
But in the space of 2 weeks, there were some clients who rode their luck and got their spouse / child to sit on the other side of the screen to listen in on our consultation.
I never change my stance, and there is no single client that I cannot afford to lose.
If you insist to have your spouse sit in, it is apparent that you do not need me to help transform your destiny. Rather you really need your spouse to put your heart at ease.
If such things happen the next time, I will end the session immediately and refund the fees.
•
Number 7: "My first time using Zoom"
But you have 2 full months to prepare before our actual consultation. You did not end up wasting time exploring the software and I wasted 20 mins waiting for you to download the software.
Zoom is an easy software to use but if you did not spend the time to familiarize yourself with it, please quit the lies and tell me directly. I will refund the consultation fees on the spot.
Our moral ethics serve as the foundation for our transformation. Stop weaving web of lies to get out of sticky situations, and still claim that you are a good person. Isn't this too thick-skinned?
•
Number 8: Giddy spells
Some clients use Ipad or their handphones for the Zoom session. Crucially, they hold the device with one hand, and take notes with the other. As they write, the other hand holding the phone becomes shaky. If he is doing that on his bed, his handphone would shake like a tsunami wave every time he changes his position.
If I see 3 such clients within a day, it would be 5 hours of shaking visuals for me. That would mean a splitting headache at the end of my work day, and not being able to work on my videos at night.
Even if you don't have a tripod stand, at least prop up the device with a book or something.
Please everyone, please be kind and have mercy on me......
# 1 in Kyoto Popular Sightseeing Ranking
I went to Fushimi Inari Taisha Shrine.
Of course, my dog's toy poodle Yuzu and Chihuahua's Azuki are the same.
The size and number of the thousand torii gates you see for the first time,
I was surprised at the vermilion's beauty＼ (^ o ^) /
What's more, you can walk Fushimi Inari Taisha with your dog
Kyoto is a dog-friendly town.
Your dog is in a different landscape than usual
Are you pleased?
Please subscribe
→ https: //goo.gl/eNk9fV
[Chihuahua & Toy Poodle] Giving a huge bone to a small dog will give you an unexpected result !!
https://youtu.be/eK-Zdc4Am8Y
Multi-fed Chihuahua Toy Poodle Dog Run Expressway Hamamatsu SA [toypoodle Chihuahua]
https://youtu.be/pgVTo-BY8_A
[Chihuahua is cute] The dog that roasts pony is cute ♡ [Toy Poodle]
https://youtu.be/jqCfqngInkw
The dog that does not come out of the outing bag is cute ♡ [cute toy poodle]
https://youtu.be/TpKOLihHdys
[Unusual for dog teeth] Dog periodontal disease? I brushed my teeth and tartar! Why? [Toy Poodle Yuzu]
https://youtu.be/YGg4E3_rLpM
#Fushimi Inari Taisha Shrine #Kyoto #Wankoto Trip #Chihuahua #Toy Poodle
#愛滋病 #AIDS #後天免疫缺乏症候群
► 如果你喜歡這部影片的話，可以來給我一點點的贊助與鼓勵噢(*´▽`*)♥! | https://p.ecpay.com.tw/53F5FB4
►來來訂閱 Una Who 吧 | http://www.youtube.com/c/WhoUna
► Una Who 粉絲專頁 | https://www.facebook.com/UnaWho/
► Una Who IG | https://www.instagram.com/iamunawho/
近幾年，各地發起了大大小小的婚姻平權行動
許多地方也因此立法承認同性婚姻！
但對於多元性別的「可怕迷思」，卻沒有因此消散
「同性戀性生活混亂是傳染愛滋病的罪魁禍首 ? 」
「愛滋病容易傳染也容易死亡 ? 」
「讓同婚合法根本是加速愛滋生長 ? 」
事情真的是這樣嗎 ? 愛滋病究竟是什麼 ?
可以預防治療嗎 ? 它和同性戀又是什麼關係呢 ?
讓我們看下去吧 !
►影片錯誤糾正 ( 我雖然有努力不要錯，但還是歡迎大力幫我找錯Q）
感謝蔡侑洋糾正： 1:30 - 原「RNA轉錄成DNA」應該為「反轉錄」才正確 ( DNA 轉錄成 RNA，RNA反轉錄成DNA )
感謝郭庭瑞糾正： 0:47 - 原「Acquire 」應改為 「Acquired」，Immune Deficiency = Immunodeficiency
►影片引用資料來源
感染HIV還可以活多久 ? ──《心之谷》| https://goo.gl/LbuzVX
同性戀佔台灣社會至少5％人口，他們可能就是還沒對你出櫃的家人 | https://goo.gl/zdB6zc
為什麼蚊子會傳染茲卡 卻不會傳染愛滋病毒 ? | https://goo.gl/jnwCje
衛生福利部 - 預防母子垂直感染簡介 | https://goo.gl/cZERUp
HIV Treatments: List of Prescription Medications | https://goo.gl/5FF8kh
Global AIDS Update 2016 ( WHO) |https://goo.gl/e2SceX
OKCUPID survey- Gay Sex vs. Straight Sex | https://goo.gl/XNdjpj
CATIE - Putting a number on it: The risk from an exposure to HIV | https://goo.gl/wgb7Pd
Aidsmap - Estimated risk per exposure of HIV | https://goo.gl/dUQPRj
POZ - Against All Odds: What Are Your Chances of Getting HIV in These Scenarios? | https://goo.gl/xPVdch
►BGM
「Kevin MacLeod」
創作的「Constancy Part 1 - The Descent」是根據「Creative Commons Attribution」(https://creativecommons.org/licenses/by/4.0/) 授權使用
來源：http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100775
「Hand Trolley」是根據「Creative Commons Attribution」(https://creativecommons.org/licenses/by/4.0/) 授權使用
來源：http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100211
「Amazing Plan - Silent Film Dark」是根據「Creative Commons Attribution」(https://creativecommons.org/licenses/by/4.0/) 授權使用
來源：http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100737
「Clenched Teeth - The Descent」是根據「Creative Commons Attribution」(https://creativecommons.org/licenses/by/4.0/) 授權使用
來源：http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100705
「Look Busy」是根據「Creative Commons Attribution」(https://creativecommons.org/licenses/by/4.0/) 授權使用
來源：http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100172
演出者：http://incompetech.com/
Learn brush teeth for kid with Baikinman
We will teach vocabulary about brush teeth and demontrate how to brush teeth with Baikinman toy, it is fun!
This video is also suitable for someone who wants to learn English as second language, We hope your kid will enjoy this video and able to identify different colors same as my kid.
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Learn shapes playlist:
https://www.youtube.com/watch?v=zfMGbZYo1xw&list=PLDQjcD7DJPwkz11nuQJ6TNGGclAXUt4zu&index=5
Learn names of animal with sound playlist:
https://www.youtube.com/playlist?list=PLDQjcD7DJPwmpnepbnrgxL5TJY5NqIRJ4
Learn names of street vehicle and its sound playlist
https://www.youtube.com/playlist?list=PLDQjcD7DJPwkk7wqGzd0qV9XCc8PTndDM
Learn names of fruits and vegetables
https://www.youtube.com/playlist?list=PLDQjcD7DJPwkcfWoKnQXBvpvTriMF5L7i
Learn number and counting playlist:
https://www.youtube.com/playlist?list=PLDQjcD7DJPwk05uDW8MNPGdIrY8tHvNz5
Apr 11, 2017 - A listing of the different types of teeth and the number of roots and root canals they can be expected to have. | Tables | Charts. ... <看更多>
teeth number 在 [BRACES EXPLAINED] Tooth Numbers & Names - YouTube 的推薦與評價
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