Discovering the truth behind President Tsai Ing-wen’s thesis is the responsibility of intellectuals and the media. Six months ago, prosecutors sought to charge Professor Hwan C. Lin, Professor Ho De-fen, and Dr. Dennis Peng with defamation. It was the first time an acting president brought forth a lawsuit against scholars.
For two years, anyone who doubted Tsai Ing-wen’s thesis, or even questioned it, were ridiculed by the media and legally persecuted. But, aren’t government leaders in a democratic society obligated to have the authenticity of their credentials tested? Why does the opposite prevail in Taiwan? Why can a leader who has their credentials questioned forgo providing proof and can, instead, use the judicial system to suppress those that question them?
The hallmark of a dutiful scholar is how willing they are to uphold academic integrity. A desire to authenticate Tsai’s degree is a basic reaction for anyone who considers themselves part of the academic circle. However, after Tsai sought legal action against the three scholars, the public came to understand that “questioning Tsai’s degree will get you sued.” Such a precedent is an affront to academic integrity, and an insult to intellectuals everywhere.
Can Taiwan deem itself a proud democracy if its head of state is allowed to use privilege to elevate themselves their whole life, and then escape criticism when questioned? Can Taiwan say it’s the proud democracy it claims to be when judicial mechanisms are used to enact acts of academic fraud? Martial law has been abolished for decades, and yet this country still operates like a dictatorship. Today is about transitional justice in the academic realm. Transitional justice begins when we can face our mistakes. Here, justice begins when Tsai faces her own academic fraud.
Today’s press conference is about rallying the public to stand up against authoritarianism. We call on Tsai Ing-wen to do her duty as head of state and divulge the truth about her thesis. If she refuses to do so, then the other purpose of today is to reveal the evidence we have found that uncovers that truth.
It’s time the lies ended. We will hold a press conference at the Legislative Yuan tomorrow at 10:30 a.m. Eat News will broadcast the entire event live: https://www.eatnews.co.uk/video/20210909-1/
#DennisPeng #PengWengjen #HwanCLin #HoDefen #TsaiIngwen #LSEThesisGateScandal
同時也有76部Youtube影片,追蹤數超過13萬的網紅約書亞樂團 Joshua Band,也在其Youtube影片中提到,#歡迎追蹤並且分享我們的音樂 #約書亞樂團 #NewWay 實體樂譜▸https://bit.ly/3ztsmYr 電子樂譜▸https://bit.ly/3f4rGkT New Way / 嶄新的路 詞曲 Lyricist & Composer:陳州邦 Ben Chen、吳唯農 Justin ...
「we are the leader」的推薦目錄:
- 關於we are the leader 在 Facebook 的最佳貼文
- 關於we are the leader 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於we are the leader 在 BlenderBottle Facebook 的最佳解答
- 關於we are the leader 在 約書亞樂團 Joshua Band Youtube 的最佳解答
- 關於we are the leader 在 約書亞樂團 Joshua Band Youtube 的最佳解答
- 關於we are the leader 在 Cass Chiu Youtube 的最讚貼文
- 關於we are the leader 在 We The Leaders Foundation - Home | Facebook 的評價
we are the leader 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
we are the leader 在 BlenderBottle Facebook 的最佳解答
Company Description
Trove Brands (formerly known as BlenderBottle) is a privately-held house of brands including BlenderBottle®, Owala™, Avana®, and Whiskware™. Our patented and best-selling products are designed to simplify and improve everyday life with leading-edge innovation, incomparable quality, and aspirational style.
A career at Trove Brands is not about punching the clock. It’s about embracing exciting and fast-paced opportunities that sharpen your skills, drive innovation, and play an integral role in growing our global reach. Your work will not only impact the company, it will impact the lives of millions of people around the world. When you step up to a career at Trove, you step up to cutting-edge excellence. You sign up for bold action and invigorating synergy. You agree to face—and break through—new challenges every single day.
Job Description
As a Warehouse Associate at Trove Brands, you will coordinate the receiving, preparation, and shipping of product. You’ll play an integral role in the efficiency of our inbound and outbound supply chain.
But that’s not all.
You’ll become part of the Trove Brands family, which means being a part of a fun, fast-paced, and team-focused work culture. We work hard, and we play just as hard. We have the facilities for it, too—like our state-of-the-art fitness center, yoga studio, basketball/pickleball/volleyball court, and golf simulator. We host fitness classes, team-building activities (think pickleball, volleyball, and dodgeball tournaments), wellness challenges, and more.
Once you’ve worked up an appetite working and working out, you’ll enjoy our onsite marketplace with subsidized food and drinks, monthly catered lunches, and company-wide birthday treats (and with a company of 180+ team members and growing, there are bound to be treats a few times each week.)
You’re sure to love the culture at Trove, where entrepreneurial thinking is encouraged and you and your colleagues share an eagerness to learn. Your hard work will be recognized and you’ll feel that your contributions matter. You’ll be surrounded by kind, creative, interesting people with a zest for life—which is perfect, since you’re one, too. At Trove, we’re big on creating lasting friendships and making work feel less like work and more like a great way to spend the day.
Career-wise, your role will be a starting point, with plenty of potential to learn and grow. We’ll support you with coaching, mentoring, personal development, cross training, and leadership opportunities. You’ll benefit from twice yearly pay increase reviews and structured career ladders. You’ll never be bored, because we have plenty to do and it’s certainly fast paced; you’ll also enjoy a reasonable work/life balance (unlike many warehouse jobs, our schedule is primarily M-F during standard business hours). We even offer some flexibility with student schedules.
Yes, you’ll find all that in an extremely clean, well-organized environment that’s flooded with natural light, and filled with team members dedicated to workplace safety.
Now that we’ve caught your attention, here’s a bit more about what this particular role entails.
As a Warehouse Associate, you’ll be expected to be a leader in all aspects of the Fulfillment Team's job duties. You’ll apply your relentless drive and strong work ethic to encourage solid production numbers from yourself, as well as from others. While every role at Trove Brands is critical to our successful functioning as a whole, your specific responsibilities will include:
• Direct the general fulfillment of orders by example
• Strategize inbound receiving procedures
• Lead varying warehouse team projects, ensuring maximum group efficiency
• Manage warehouse organization, general cleanliness, and safety procedures
• Verify outbound shipments and coordinate documents to guarantee vendor compliance
Qualifications
We’re looking for team members who are adept at contributing their personal expertise to a collaborative work environment. We want people who are ready, willing, and eager to jump into the working world, learn new skills and apply existing ones, and grow in their careers. For this role, we’re specifically looking for someone with the following skills and experience:
• General Warehousing experience
• Strong communication skills
• Enjoy working in a fast-paced environment, proactive and highly motivated
• Keen attention to detail
Additional Information
Our culture is passionate, entrepreneurial, and energetic. We value innovation through collaboration. And while we work smart and hard, we also connect and celebrate with equal gusto. We host team-building activities, athletic events, and seasonal celebrations to foster community and reward accomplishments. Bottom line? You’ll love it here.
Among the many benefits our team members enjoy are:
- Full indoor basketball/volleyball court
- Fully equipped fitness center and yoga studio
- Meditation/Nap Room
- And more!
we are the leader 在 約書亞樂團 Joshua Band Youtube 的最佳解答
#歡迎追蹤並且分享我們的音樂 #約書亞樂團 #NewWay
實體樂譜▸https://bit.ly/3ztsmYr
電子樂譜▸https://bit.ly/3f4rGkT
New Way / 嶄新的路
詞曲 Lyricist & Composer:陳州邦 Ben Chen、吳唯農 Justin Wu、洪德耀 Derek Hung、吳宇婕 Christine Wu
英譯詞 Translator:宋怡萌 Joy Sung
主領 Worship Leader:何彥臻 Franny Ho
[Verse 1]
舊事已經過去 當我與祢相遇
The old has passed away when we meet face to face
睜開我的雙眼 才發現祢預備
You’ve opened up my eyes to see You have prepared
奇妙恩典
Grace astounding
[Verse 2]
看見嶄新未來 有祢就很精彩
See what my future holds, it’s wonderful with You
不按牌理出牌 忍不住想去猜
Wrapped up in mystery, I still can’t wait to know
祢奇妙安排
Your amazing plans
[Pre-Chorus]
祢是真光 照耀在未知的旅途
You are the light shining bright on this unknown path
自由無拘 每一天與祢同行
Free now to fly, every day, walking with You
[Chorus]
通往恩典 通往應許
Onward to grace, to promises
通往那地和祢沒有距離
To where there’s no space between You and me
新的盼望 新的方向
Brand new hope with new direction
It's a Whole New Way
It's a Whole New Life
-
奉獻 Asia for JESUS/ 約書亞樂團事工
https://goo.gl/5AAgQP
聯繫約書亞樂團:
https://www.joshua.com.tw/web/
-
這裡可以找到我們!
YouTube▸https://bit.ly/3hBNTH5
Apple Music▸https://apple.co/3Au41TK
Spotify▸https://spoti.fi/3As1fi4
KKBOX▸https://bit.ly/3dJyCTz
My Music▸https://bit.ly/2UnIVpA
friDay音樂▸https://bit.ly/2UkxJdm
LINE MUSIC▸https://bit.ly/3fyxAeu
-
異象工場官方商城▸https://shop.asiaforjesus.net/
約書亞樂團官網▸https://www.joshua.com.tw/
約書亞樂團Facebook▸https://www.facebook.com/joshuaband
約書亞樂團Instagram▸https://www.instagram.com/joshua_band/
約書亞樂團微博▸https://weibo.com/joshuaband
約書亞樂團微信▸joshuaband
![post-title](https://i.ytimg.com/vi/-nYoUeNOQjI/hqdefault.jpg)
we are the leader 在 約書亞樂團 Joshua Band Youtube 的最佳解答
#歡迎追蹤並且分享我們的音樂 #約書亞樂團 #在地如在天
實體樂譜▸https://bit.ly/3ztsmYr
電子樂譜▸https://bit.ly/3f4rGkT
在地如在天 / Heaven is on Earth
詞曲 Lyricist & Composer:曹之懿 Isabelle Tsao、趙治德 Samuel Chao、洪以琳 Elim Hung、杜威霖 Bukun Isbabanal
英譯詞 Translator:熊乃恩Nathan Hsiung
主領 Worship Leader:曹之懿 Isabelle Tsao、趙治德 Samuel Chao (Rap)
[Verse 1]
祢的話 一說出就不會改變
All Your words won’t ever change once it’s spoken
祢的愛 跨越所有時代存在
Your love will cross through generations always
我看見 天使圍繞在我身邊
I can see angels are all around my side
我知道 主祢超越這個世界
I know that You are greater than this whole world
[Chorus 1]
在地如在天的喜樂 woo
Heaven is on earth, full of joy
我無法形容這感覺 woo
Indescribable, this whole
[Verse 2]
不改變 祢的信實直到永遠
You won’t change, You are faithful until the end
祢同在 改寫這世代的明天
Your presence rewrites generations’ future
[Bridge]
祢的意念高過我所有的意念
All Your thinking are higher than my own thinking
祢使瘸腿能行走瞎眼得看見
You make the lame walk and the blind see so clearly
魔鬼敗在祢腳前 這勝負太明顯
Devil lays before Your feet, victory, evident
[Chorus 2]
在地如在天的作為 Woo
Heaven is on earth, His Kingdom
祢榮耀冠冕為我預備 Woo
Your glorious crown, prepared for me
[Rap]
我知道,祢已掌權,困境在改變 我盼望在祢裡面顯現,
I know that it’s You who reigns, challenges have begun to change, my hopes won’t be in vain
我不屬於這個世界,經歷祢的恩典
I don’t belong to this domain experience Your grace,
有時候我覺得新鮮,有時候埋怨
Sometimes I feel so fresh, sometimes I complain,
有時候堅定,有時又太隨便
sometimes I’m fine but sometimes I get too lame,
Uh但是,當我們專心仰望祢,反而,漸漸成為祢國度的將領,
uh huh but, when we focus on You only, somehow bit by bit become your Kingdom’s glory
黑暗的勢力,祢贏的輕易,主在祢的愛裡,我得著安息,
Power of darkness, You defeat easily, God in Your awesome love, I can truly find peace,
我再也不需要被困在埃及
I no longer have to be stuck in Egypt,
就是現在,領受應許之地!
so then right now, get that milk and honey!
[Tag]
在地如在天 在地如在天
Heaven is on Earth, praise Him loud.
-
奉獻 Asia for JESUS/ 約書亞樂團事工
https://goo.gl/5AAgQP
聯繫約書亞樂團:
https://www.joshua.com.tw/web/
-
這裡可以找到我們!
YouTube▸https://bit.ly/3hBNTH5
Apple Music▸https://apple.co/3Au41TK
Spotify▸https://spoti.fi/3As1fi4
KKBOX▸https://bit.ly/3dJyCTz
My Music▸https://bit.ly/2UnIVpA
friDay音樂▸https://bit.ly/2UkxJdm
LINE MUSIC▸https://bit.ly/3fyxAeu
-
異象工場官方商城▸https://shop.asiaforjesus.net/
約書亞樂團官網▸https://www.joshua.com.tw/
約書亞樂團Facebook▸https://www.facebook.com/joshuaband
約書亞樂團Instagram▸https://www.instagram.com/joshua_band/
約書亞樂團微博▸https://weibo.com/joshuaband
約書亞樂團微信▸joshuaband
![post-title](https://i.ytimg.com/vi/M7bnw5WuZXk/hqdefault.jpg)
we are the leader 在 Cass Chiu Youtube 的最讚貼文
Ahhh! The long-awaited countdown documentary!! I took way too long for this one ahaha Some people asked to see this because a lot of you don't actually know about this competition and what we do to prepare for it. This is just about 40% of what we do when the competition is near. There's so much more to the tip of the iceberg! So much preparation and choreography, so much teamwork, so much blood, sweat and tears, so much hard work, dedication, patience, late nights and early mornings. All thanks to our main leader Annie, and assistant leader, Ella🥺 We couldn't have done it without them. If you guys are still interested in getting to know more about cheerleading in Umac feel free to comment your questions below! I'd love to answer more questions:) Until next year:) ps; all the igs of the girls are tagged in the competition vlog video, which was uploaded before this one, so go check it out if you haven't already!
等咗咁耐,終於剪完!好多人問其實啦啦隊比賽係咩嚟,呢條片應該先得我哋所有努力裏面嘅40%左右。其實比賽之前我哋仲有好多好多嘅準備。夜瞓早起,日日練幾粒鐘,所有嘅努力,耐性,仲有兩位隊長為我哋付出嘅所有。冇咗佢兩個我哋唔知點 (Annie and Ella)。如果你哋仲想知更多關於澳大啦啦隊嘅嘢,可以留言繼續問,我好樂意答你哋嘅問題。下一條啦啦隊嘅片我哋下年再見!仲有!美女們嘅IGs
已經放曬喺比賽嗰條vlog裏面! 未睇嘅就快啲去睇啦!
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