🌻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96部Youtube影片,追蹤數超過7萬的網紅TechTeller,也在其Youtube影片中提到,#Soundcore#LifeP3#降噪真無線藍牙耳機 【Soundcore Life P3 購買連結】 早鳥預購折 $300 WitsPer智選家:https://lihi1.com/M5YCu 【科技說文章】 低延遲玩遊戲超順!Soundcore Life P3|降噪真無線藍牙耳機推薦 h...
true music app 在 Dwayne Foong Facebook 的精選貼文
Hello everyone, I am back again with another video!
This time I try filming myself solo hiking a pretty unknown place, the Tasik Subang Dam. One of the reason is just to avoid crowd in general because I don't know what to expect filming myself hiking for the first time. Surprisingly I did not encounter a single soul during the entire hike 😅
One of the inspiration for me to make this film was from Kraig Adams with his beautiful hiking videos. Recently I have been binging on Erik Normark's channel as well, with his true to life ambience soundscape.
I packed some light snacks and water into my backpack, as well as a Z Cam E2C, Tokina 11-16mm F2.8, Deity V-Mic D3 microphone, Mefoto Roadtrip Air as my main kit.
I packed the Z Cam E2C as minimal as I can, forgoing top and side handles as well as an external monitor. I monitored the framing via the Z Cam app, built-in wifi on my iPhone - which worked surprising well on this trip!
The Z Cam E2C does not record ProRes internally onto SD cards, so I have to opt for H.265 with zlog2 as my next best choice. However, during editing with Davinci Resolve 17, color graded footage did not playback very smooth even with optimised media turned on. Perhaps I should transcode the H.265 footage to ProRes before importing them into Davinci Resolve ☺️
Z CAM E2C
Tokina Global 11-16mm F2.8
Deity Microphones Asia V-Mic D3
MeFOTO Roadtrip Air
Lexar Professional 128GB V30 SDXC
DJI Malaysia Mavic Pro
SanDisk Extreme PRO 64GB V30 microSDXC
Blackmagic Design Malaysia Davinci Resolve 17
Musicbed
// Music in this video //
"Drifting" - Nick Box
"Depth" - Nick Box
"The Empty Valley Received the Clouds... The Cold Stream Cleanses the Moon" - Hammock
"The Voyager" - Davis Harwell
MB01BBR5KHROLZY
// Follow Me //
INSTAGRAM: https://www.instagram.com/dwaynefoong
FACEBOOK: https://www.facebook.com/dwaynefoong
WEBSITE: http://www.dwaynefoong.com
backpacking asmr ambient sound nature peaceful relaxing camera cinematography cinematic filmmaking z cam e2c tokina 11-16mm f2.8 deity v-mic d3 mefoto roadtrip air davinci resolve kuala lumpur selangor malaysia
true music app 在 PassionTimes 熱血時報 Facebook 的最佳解答
【專訪配樂師王建威】
以喜好為職業,孰好孰壞?王建威(阿威)自少醉心音樂,多年前創辦Fun Track Music Limited,專職電影及廣告配樂,至今仍未有言倦;未來更會遷到台灣,誓要闖一番事業!
阿威坦言,對比一般音樂人,自己起步較遲。「中七升上大學一年級的暑假,我開始學結他,自此迷上了音樂。」當年他在城市大學主修商業英語,但他的心裡只有音樂:「那時候想,若我畢業後能以音樂維生,於願足矣。」
「當年我跟死黨合組樂隊,課餘時間則教授結他以賺取零用;大學三年級時,更在旺角租了個單位開班!不料,2003年沙士爆發,跟現在一樣,各行各業陷入死寂......」
全文︰http://www.passiontimes.hk/article/03-20-2021/71367
(編按:本文刊載於熱血時報印刷版第90期。熱血時報印刷版訂閱連結:http://www.passiontimes.hk/4.0/regform.php)
#配樂師 #電影配樂 #王建威
請支持PassionPrime:
http://passiontimes.hk/prime/
請支持熱血時報印刷版︰
http://passiontimes.hk/4.0/regform.php
請支持熱血文青課金計劃:
http://www.passiontimes.hk/?view=raise2
請支持熱血主持育成計劃:
http://www.passiontimes.hk/?view=raise
《熱血時報》 iOS,Android App 歡迎下載:
iPhone
https://apple.co/2IfgPoP
Android
https://bit.ly/2HqB4Q4
--------------------
成功之前,我們絕對不要放棄夢想!
Till our dreams come true, we'll fight on.
true music app 在 TechTeller Youtube 的最佳貼文
#Soundcore#LifeP3#降噪真無線藍牙耳機
【Soundcore Life P3 購買連結】
早鳥預購折 $300
WitsPer智選家:https://lihi1.com/M5YCu
【科技說文章】
低延遲玩遊戲超順!Soundcore Life P3|降噪真無線藍牙耳機推薦
https://www.techteller.com/review/anker-soundcore-life-p3/
【產品體驗及門市購買】
►智選家中和體驗店
地址:新北市中和區中正路700號13F-1(K棟)
預約電話:(02) 8227-9220
【前言】
今年越來越多無線耳機主打「Gaming Mode」遊戲模式,也可以直接想成是低延遲模式,以往無線耳機比較讓人詬病的地方就是因為訊號的接收落差,導致影音不同步,所以很多喜歡玩FPS槍擊類型遊戲的朋友會排斥無線耳機。而低延遲正是今年無線耳機的技術突破重點之一,今天我們要開箱的是老朋友Soundcore,推出的第一款支援低延遲模式的藍牙耳機,「Life P3」。
【影片目錄】
00:00 前言
01:16 開箱開始
03:04 配戴舒適度
04:21 延遲度體驗
05:17 延遲度實測
07:14 降噪、環境音體驗
08:23 降噪、環境音實測
09:03 通話、體驗與實測
10:49 Soundcore App
11:07 音質體驗
11:56 音質實測
12:37 總結
13:45 NG大魔王
【音樂測試】
測試歌曲1:Take The Pain Away
播放軟體:Apple Music
配對裝置:iPhone XR
音樂錄音:TASCAM DR-07X
測試編碼:AAC
測試歌曲2:Help You Out
播放軟體:Apple Music
配對裝置:iPhone XR
音樂錄音:TASCAM DR-07X
測試編碼:AAC
--------------------------------------------
【熱門科技說影片盤點】
【實測對決】2021上半年10款熱門真無線藍牙耳機推薦!Bose、Soundcore、EDIFIER、SoundPeats、Libratone、Monster|TechTeller科技說
https://reurl.cc/kZpGbG
【實測對決】2021年500元真無線藍牙耳機推薦!小米、realme、MPOW、QCY、KZ|TechTeller科技說
https://reurl.cc/ze0gDk
--------------------------------------------
【科技說社群】
FB - https://www.facebook.com/techteller
IG - https://www.instagram.com/techteller_3c/
--------------------------------------------
Product sponsored by #WitsPer智選家
✉️ 合作邀請
mkt@techteller.com
true music app 在 かじまっくチャンネル Youtube 的最佳貼文
#3COINS #Bluetoothスピーカー #防滴スピーカー
3COINSのお風呂で使える防滴スピーカー買ってみました(^^ゞDAISO1100円スピーカーとの比較も!
対象ならもらっとかないと損です(^^ゞ
Amazon Music Unlimited 新規登録で500ポイントGET!
終了未定→早めにチェックを!:https://amzn.to/3yXG5qI
Amazonの類似参考リンク
LUNA UTE スピーカー Bluetooth ブルートゥース 防水 防塵 IP67 ワイヤレス アウトドア キャンプ 耐衝撃 コスト重視 (ブラック)
¥1,120:https://amzn.to/3kw2mWM
LUNA UTE スピーカー Bluetooth ブルートゥース 防水 防塵 IP67 ワイヤレス アウトドア キャンプ ポータブル ハンズフリー会話 (ブラック)
¥1,280:https://amzn.to/3Bg5Sez
MIFA A1 Bluetoothスピーカー 防水耐衝撃 コンパクトで持ち運びに便利 Micro SDカード対応 USB充電 ワイヤレス True Wireless Stereo機能でステレオサウンド 12時間連続再生 マイク内蔵 吸盤付き(ブラック)
¥2,099:https://amzn.to/2WtAeeR
↓その他お得情報!(期間限定もあるのでご注意下さい!)
RakutenUNLIMIT Ⅵ 3ヶ月無料キャンペーン!
https://ad2.trafficgate.net/t/r/62/4401/300152_374933/
楽天ポイント提携サイト楽天Rebates!
早速簡単に500ポイントのプレゼント! https://www.rebates.jp/referrer?referrerid=EoCtbSajDN0=
Amazonプライム会員はこちら↓配送特典、プライム・ビデオ等 お得感満載!
https://amzn.to/2LY2Nbt
Amazon Mastercardクラシックに新規ご入会で6,000ポイントがもらえる!!!
https://amzn.to/2X1vdrl
AliExpress
¥ 2,559クーポン:IN16FZDT
https://a.aliexpress.com/_m0ef0QH
【この情報はアップロード日時点のものです。情報の劣化や急遽内容変更、また、情報に誤りがある場合もございますのでご注意下さい】
かじまっくのTwitter:https://twitter.com/kajimack_ch
かじまっくのInstagram:https://www.instagram.com/kajimack.ch/
使用音源:YouTubeオーディオライブラリ
※上記Amazonリンクはアソシエイトリンクを使用しています。
※上記楽天リンクは楽天アフィリエイトリンクを使用してます。
使用アプリ
LINE camera
https://itunes.apple.com/jp/app/aillis-jiuline-camera/id516561342?mt=8
iMovie(ios iPad)
https://itunes.apple.com/jp/app/imovie/id377298193?mt=8
モザイク ぼかし & モザイク加工アプリ
https://apps.apple.com/jp/app/%E3%83%A2%E3%82%B6%E3%82%A4%E3%82%AF-%E3%81%BC%E3%81%8B%E3%81%97-%E3%83%A2%E3%82%B6%E3%82%A4%E3%82%AF%E5%8A%A0%E5%B7%A5%E3%82%A2%E3%83%97%E3%83%AA/id964220645
MovStash
https://itunes.apple.com/us/app/movstash/id1058281885?mt=8
Luma Fusion
https://itunes.apple.com/jp/app/lumafusion/id1062022008?mt=8
iOSのためのGarageBand
https://www.apple.com/jp/ios/garageband/
Scratch Photos
https://apps.apple.com/jp/app/scratch-photos/id1517812643
iVOCALOID-VY1:サービス終了
true music app 在 かじまっくチャンネル Youtube 的精選貼文
#Xiaomi #完全ワイヤレスイヤホン #MiTrueWireless
ある意味前回の続編です(^^ゞよろしくお願いしまーす!
前回の動画:https://youtu.be/pVN_zezKIMQ
ご質問内容まとめておきます。
あくまでボクの使用環境下で試したものですので誤りはあるかも知れません。
接続時のコーデック
Mi 11 Lite 5G→デフォルトでAAC
Redmi Note 10Pro→SBC
手動でAACへ変更はできますが互換性問題により再生出来ない場合があるとのこと。
OPPO Reno5 A→SBC→手動でAAC選択化
マルチペアリング
色んな組み合わせで試しましたがダメでした!
ペアリング時のポップアップ
Xiaomiスマホ→有り
OPPOスマホ→無し
ペアリング
何故かiPadmini5、iPhone8plusで本製品はペアリング出来ませんでした(Earbuds Basic2は出来ます)
Amazonタイムセール祭り→まずはエントリー:https://amzn.to/3B8VYvQ
Amazon music Unlimited 新規登録で500ポイントキャンペーン!
登録可能なら500ポイント全ブレをチェック!:https://amzn.to/3kdW7IK
※解約方法解説動画はこちら:https://youtu.be/yhNtIvh2tfY
Xiaomi Mi 完全ワイヤレス イヤホン Basic 2 ブラック 【日本正規代理店品】
¥2,490:https://amzn.to/2UMoR08
【日本正規代理店品】Xiaomi Mi完全ワイヤレスイヤホン2 Basic bluetooth5.0対応 最大20時間音楽再生 Siri対応 装着検出 PSE認証取得済
¥3,990:https://amzn.to/36uUheg
DAISO完全ワイヤレスイヤホンの動画:https://youtu.be/LwrlvIDh640
↓その他お得情報!(期間限定もあるのでご注意下さい!)
RakutenUNLIMIT Ⅵ 3ヶ月無料キャンペーン!
https://ad2.trafficgate.net/t/r/62/4401/300152_374933/
メルカリ500円分招待コード:PGDSCC
初めて登録なら入力してポイントGET!
https://merc.li/dDedmNWRa
楽天ポイント提携サイト楽天Rebates!
早速簡単に500ポイントのプレゼント! https://www.rebates.jp/referrer?referrerid=EoCtbSajDN0=
Amazonプライム会員はこちら↓配送特典、プライム・ビデオ等 お得感満載!
https://amzn.to/2LY2Nbt
Amazon Mastercardクラシックに新規ご入会で6,000ポイントがもらえる!!!
https://amzn.to/2X1vdrl
AliExpress
¥ 2,559クーポン:IN16FZDT
https://a.aliexpress.com/_m0ef0QH
【この情報はアップロード日時点のものです。情報の劣化や急遽内容変更、また、情報に誤りがある場合もございますのでご注意下さい】
かじまっくのTwitter:https://twitter.com/kajimack_ch
かじまっくのInstagram:https://www.instagram.com/kajimack.ch/
使用音源:YouTubeオーディオライブラリ
※上記Amazonリンクはアソシエイトリンクを使用しています。
※上記楽天リンクは楽天アフィリエイトリンクを使用してます。
使用アプリ
LINE camera
https://itunes.apple.com/jp/app/aillis-jiuline-camera/id516561342?mt=8
iMovie(ios iPad)
https://itunes.apple.com/jp/app/imovie/id377298193?mt=8
モザイク ぼかし & モザイク加工アプリ
https://apps.apple.com/jp/app/%E3%83%A2%E3%82%B6%E3%82%A4%E3%82%AF-%E3%81%BC%E3%81%8B%E3%81%97-%E3%83%A2%E3%82%B6%E3%82%A4%E3%82%AF%E5%8A%A0%E5%B7%A5%E3%82%A2%E3%83%97%E3%83%AA/id964220645
MovStash
https://itunes.apple.com/us/app/movstash/id1058281885?mt=8
Luma Fusion
https://itunes.apple.com/jp/app/lumafusion/id1062022008?mt=8
iOSのためのGarageBand
https://www.apple.com/jp/ios/garageband/
Scratch Photos
https://apps.apple.com/jp/app/scratch-photos/id1517812643
iVOCALOID-VY1:サービス終了