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.
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- 關於what day is today game 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於what day is today game 在 IELTS Thanh Loan Facebook 的最讚貼文
- 關於what day is today game 在 A Happy Mum Facebook 的精選貼文
- 關於what day is today game 在 阿兜仔不教美語 Youtube 的最佳貼文
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- 關於what day is today game 在 肥蝙蝠-林老bat - 【What Day Is Today?】King Game (國王 ... 的評價
- 關於what day is today game 在 【一分鐘教學示範】今天星期幾?What day is today? - YouTube 的評價
what day is today game 在 IELTS Thanh Loan Facebook 的最讚貼文
HỌC IELTS SPEAKING PART 1 CHỦ ĐỀ MOVIES QUA CÂU TRẢ LỜI MẪU
Đây là một vài trang cô trích ra từ cuốn 'Câu hỏi & Bài mẫu IELTS Speaking Part 1 2 3' với câu hỏi và câu trả lời mẫu cho chủ đề MOVIES. Các bạn hãy cùng học thêm một số từ vựng hay và thực hành nhé.
---------------------------
Link download PDF: https://m.me/286585161523028?ref=SP1Movies
Sách Câu hỏi & Bài mẫu IELTS Speaking Part 1 2 3 theo chủ đề: https://ielts-thanhloan.com/san-pham/ebook-luyen-ielts-speaking
---------------------------
1. Do you like watching movies?
Definitely, I’m a movie freak. Watching movies is an excellent way to unwind. Moreover, my friends are really into films, so it’s exhilarating to spend time together. Afterwards, we discuss and debate the details of the film.
2. What genre do you like?
I love watching all genres. I try to absorb and enjoy as many different kinds of films as I can, whether it be the blockbuster Avengers: End Game or the comedy-drama musical film La La Land.
3. What is your favorite movie?
My movie of choice is Parasite, a 2019 South Korean black comedy film directed by Bong Joon-ho. It won a leading award for Best Picture at the Academy Awards, becoming the first Korean film to receive the award.
4. Do your friends like this movie?
Well, it was actually my close friend who recommended the movie to me, and we watched it together in the cinema right on the day it premiered. Parasite with plot twists really excited our curiosity.
5. How often do you go to a cinema to watch a movie?
Well, the Internet really comes in handy today when it comes to watching movies online, so I rarely spend time watching movies in cinemas. Besides, I don’t need to spend too much money on things like tickets or popcorn.
6. Do you like to watch movies alone or with your friends?
I believe I will gravitate towards watching movies with my friends despite the fact that the idea of watching movies alone is fascinating. I enjoy being in the company of friends. Then, we can discuss movie details later on!
7. Do you want to be a movie star?
Well, not really. I have no talent for acting. Besides, I value my privacy, but being an actor means you are constantly surrounded with paparazzi and public attention. I just can’t imagine leading that kind of life.
what day is today game 在 A Happy Mum Facebook 的精選貼文
Woohoo! We are featured in The Sunday Times today!
The topic is on how to have cosy, creative celebrations amidst the pandemic and how staying home presents an opportunity for families to bond and get closer.
If you follow my stories, you will know that Ariel designed an "Animal Experience Studio" for the family to get together and enjoy. She came up with a series of games, including a classification game using our animal figurines, a tossing game where you try to throw the animals into containers of different sizes, an animal 'hunt' where she hid them around the house, a drawing game where she categorised the animals based on easy/medium/hard level, and a Bingo game where she surprised me by painstakingly drawing every card by hand for each of us.
We played this during the Father's Day weekend recently and it was so much fun for the whole family. She even prepared small prizes from her own stationery and a lovely "Thank You" speech to thank us for participating. Awww. So I think she is very thrilled to see it being mentioned in the papers today and to see a huge photo of all of us playing her game. Yup, even her self-designed poster is featured too. You totally deserve it, my dear!
She said she was inspired by my DIY Halloween party last year and the name was derived from our visit to Changi Experience Studio earlier this year. And you know what? The success of this initiative has propelled her to want to create even more party games and celebrations for us in the future. Yippee!
Big thanks also goes to the hubby and the siblings for joining in wholeheartedly and to the big sister for ensuring that the games flowed smoothly too. It is indeed true that celebrating indoors does not have to be mundane but instead, it can be intimate, creative and fun. I am just so happy and relieved that the kids share my sentiments too.
Thanks to Kamal from The Straits Times for interviewing us and even including my blog link in the article too! What a great way to end off the school holidays, which I wish could last longer so we could have more fun as a family.
Have a happy Sunday, everybody! ❤
#ahappymum #familytime #Creativity521 #stayhomecanbefun
what day is today game 在 阿兜仔不教美語 Youtube 的最佳貼文
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今天禮拜五
Today is Friday
這個禮拜我還沒有辦法拍片
I can make video this week
我需要一杯咖啡跟寫腳本
I need a cup of coffee and write a script
這個禮拜我發現一件事
I discovered one thing this week
台灣的疫 情相對的非常好
The situation in Taiwan is relatively good
尤其是如果我們要跟
Especially if we want to talk to
西班牙、美國、義大利、中國比較
Comparison of Spain, United States, Italy, and China
對,我們要戴口 罩,要洗手
We need wear a mask and wash our hands
還有少出門
And stay more at home
但是商店都開
But shops are open
我們可以出門
We can go out
我們可以去看醫生
We can go to the doctor
還可以買一大推的衛生紙
You can also buy a a lot of toilet paper
因為台灣很安全
Because Taiwan is safe
但是這件事讓我們與
But this matter make us
有一種距離感
A sense of distance
我們與惡的距離
Our distance from evil
我有一件事要告訴你們
I have something to tell you
但是有一點不知道要怎麼跟你們講
But I don’t know how to tell you
我有一個朋友他是
I have a friend he is
的患 者
Patient
他昨天跟我說他惡化
He told me yesterday he was worse
我真的以為他會過世
I really thought he would die
我一整天在邊哭邊工作
I work while crying all day
對這個不是開玩笑
Not kidding about this
而且我家人昨天跟我說
And my family told me yesterday
我妹妹在西班牙她發 燒
My sister has a fever in Spain
不知道你有沒有聽過但是
I don't know if you've heard it but
在西班牙買不到 口 罩
Masks are not available in Spain
不是西班牙不願意買
Is not Spain don’t want to buy
是真的買不到
Really can't buy
你做XXX的測驗是幾乎不可能的
It's almost impossible for you to take the test
當然不能出門
Of course, can't go out
也不可以去看醫生
Or go to the doctor
醫療系統 癱 瘓
medical system is collapsed
你可以想像這種狀況嗎?
Can you imagine this situation?
今天我朋友跟我妹妹好一點
My friend and my sister are feeling better
但是我還是非常擔心
But I'm still very worried
那這件事跟你有什麼關係
What does this matter have to do with you
台灣安全但是
Taiwan safe but
如果惡化呢?
What if it get worse?
有想過嗎?
Have you thought about it?
阿呆答案不是買泡麵買衛生紙
The answer is not to buy instant noodles or toilet paper
可能你覺得沒有問題
Maybe you think there is no problem
但是你有沒有看到台灣患者的數資
But have you seen the data in Taiwan?
有沒有發現一個趨勢?
Have you seen the trend?
不要恐慌
Don't panic
但是可以準備
But be ready
我們問問看IKU老師
Let's ask teacher IKU
大家早安
Good morning everybody
等一下要跟IKU老師見面
I'll see Teacher IKU later
我遲到
I'm late
我跟你說師大很安全
NTNU is safe
我沒事
I'm fine
我很糟糕
I am horrible
IKU老師 す み ま せ ん
IKU teacher, Sorry
沒問題的
no problem
拍影片之前還是要吃早餐
breakfast before the video
吃什麼早餐呢
What's for breakfast
是什麼呢
what is it then
豬排,豬排三明治
Pork chop sandwich
美食節目,百萬YouTuber
Food Show, Million YouTuber
還有美式咖啡
And Americano
いただきます
Go ahead
我們過了幾個禮拜
We have a few weeks
會危險嗎?
Is it dangerous?
說不定喔
Maybe
那時候怎麼辦?
What to do then?
首先我們要問IKU老師
First we should ask Teacher IKU
哈囉大家好我是IKU老師
Hello everyone, I'm IKU teacher
どーもー!やっほー
Hello! How are you?
對啊
yes
要怎麼辦?
What can we do?
好好的想想在家裡做的娛樂
Think about the entertainment at home
不要出門真的不可以出門
Don't go out really, can't go out
有可能桌遊也好
Maybe a board game
跟家人玩也是OK的
It’s ok to have fun with your family
或是網路上的遊戲喔
Or online games
或是看YouTube
Or watch YouTube
有訂閱嗎?
Is there a subscription?
我不會強迫他們訂閱
I will not force them to subscribe
訂閱一下嗎?
Would you like to subscribe?
還有其他的建議嗎?
Any other suggestions?
沒
No
一。你要留在家裡
One. You better to stay at home
可以保護自己也可以保護他人
You can protect yourself and others
你要變成阿宅
You want to be a nerd
同時可以把握機會看更多YouTube的影片
you can take the chance to watch more YouTube
好不好?
Ok?
二。如果你出門不要用交通工具
Two. Don't use transportation if you go out
獨輪車是不是很安全?
Unicycle is safer
獨輪車很安全
The unicycle is safer
三。你可以買反 毒衣服
Three. You can buy anti-toxic clothes
跟防 毒面具
With gas mask
安全第一
Safety first
四。要學習煮飯
Four. Learn to cook
吃的健康會讓你的免疫系統變強
Eating healthy makes your immune system stronger
要去買菜
Going to buy food
五。有養成每天運動的習慣
Five. Make the habit of exercising every day
你的免疫系統會更強
Your immune system will be stronger
而且你不會那麼肥肥
And you will not be so fat
OK啦
OK
我知道你沒辦法
I know you can't
因為你是一個懶惰鬼
Because you are a lazy guy
所以我們要做一件事
So, we will do one thing
這是我的IG
This is my IG
趕快大家在那邊follow我
Hurry up everyone follow me over there
為什麼?
why?
因為我每天早上
Because every morning
會開給直播
I will make a stream
免費幫你教練
Free coaching for you
每天會做非常簡單非常短
It’s very simple and short every day
10分鐘的鍛煉
10 minutes of exercise
一起在家裡運動
Exercise at home together
不管你怕… 或是你太肥肥
No matter if you are afraid of… or you are too fat
follow我
follow me
要記得台灣很安全
Remember Taiwan is safe
但是要繼續加油
But keep going
我是黑素斯
I am Jesus
拜
Bye
下個禮拜
Next week
見
see you
【笑一下吧 Check more videos】
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![post-title](https://i.ytimg.com/vi/LuJJfJuAweU/hqdefault.jpg)
what day is today game 在 Faraz Wild Rift Youtube 的精選貼文
This is a continuation of the part 1 of the travel vlog to thailand :)
Basically this is DAY 2 & DAY 3 combined together ?
My favorite part would be the food and muay thai ... every time I go to thailand I always eat like 4-5 meals a day because I can never get enough.
If you guys ever go there you would know what I'm talking about ... the fresh seafood, the flavor in every dish etc. Thanks to Ash as well for taking me for Muay Thai practice it was super fun and managed to get some really cool photos you can check them out on my insta:
https://www.instagram.com/farazshababi/
Also Ash had a fighting event earlier today and he actually WON!!!
CONGRATZ MA DUDE!!
Thanks to @eGG Network for this amazing trip to the Thai Game Expo as we visited the AIS Esports booth and had loads of fun!
Let me know in the comments what you enjoyed or didn't enjoy from this vlog and I will try to make it better for the next time! I PROMISE ...
If you want to see me live getting them ranks up:
https://www.facebook.com/FarazShababi
![post-title](https://i.ytimg.com/vi/jo05lzJyMW4/hqdefault.jpg)
what day is today game 在 themblan Youtube 的最讚貼文
Hi. My name is themblan, and I am a boy-gamer.
Today, we are deviating away from Nintendo-games and featuring one of my favorite games from my teenage years, and that is Final Fantasy Tactics for Sony PlayStation.
It was developed by Squaresoft before they merged with Enix, released in Japan in 1997, and published in North America in 1998 by Sony Computer Entertainment America, which also published Final Fantasy VII in the same region.
I was looking for a handy-dandy video on YouTube that featured all the attract-mode videos of this game, but to no avail. Attract-mode, for anyone that might not know, is essentially the stuff that happens when you leave a game on the title-screen and don't do anything. These days, most games don't do anything even if you leave the game on the title-screen, but back in the day, games might play special videos or play through some of the game by itself, to "attract" you to come pick up the controller and play the game. This was very useful if, for example, a retail store had the game running on a TV in the store. Potential customers would be "attracted" to buy the game by what they saw during the "attract-mode."
This video of mine features the opening cinematic, as well as the backstory-cinematic, a trailer advertising the game and featuring some credits, and the Job/Monster cinematic which goes through a bevy of Jobs and Monsters you will encounter in the game.
Back in the day, I really enjoyed watching these videos. Full-motion video clips, in general, was something that I enjoyed watching during the era of the first PlayStation, especially if they were designed and edited well, as they were in this game.
I still feel this original PlayStation-version of the game is the best, because the PSP-port called War of the Lions has issues with sound and slowdown. I had hoped its translation would make the game easier to understand, but instead, they chose to use a weird, old-English-like dialect that is even more difficult to understand than the original script.
This original version of the game is certainly a game I would love to see on the Switch. There have been many games in the same genre that have come out after Final Fantasy Tactics, like Disgaea, but Final Fantasy Tactics is still my favorite, and if I try games like Disgaea, I just end up feeling disappointed, and end up just replaying Final Fantasy Tactics instead.
----------------------------
Thank you for watching, and have a great day.
----------------------------
The song in my intro and outro was done by Hyper Potions, and it is called Time Trials. You can check out the full song here: https://youtu.be/mnfNWe-HHsI.
----------------------------
My Socials:
Twitter: http://www.twitter.com/themblan1
Instagram: https://www.instagram.com/themblan1
![post-title](https://i.ytimg.com/vi/lmenrQ55QXM/hqdefault.jpg)
what day is today game 在 肥蝙蝠-林老bat - 【What Day Is Today?】King Game (國王 ... 的推薦與評價
【What Day Is Today?】King Game (國王遊戲)之熟練讀、寫活動: 隔了一個月才po出, 實在是因為(1) 中間有太多活動, 都來不及上傳(2) 這真的是老梗了, ... ... <看更多>