🌻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73部Youtube影片,追蹤數超過3,390的網紅AhRay,也在其Youtube影片中提到,I posted the duck dancing on reddit and a lot of people seemed to like it. So I decided to recreated the whole Shuba Duck / Dancing Duck Oozora Subaru...
what is meme 在 超粒方 Facebook 的精選貼文
what the fuck am I doing with my life
what is meme 在 Johntool-工具王阿璋 Facebook 的最佳解答
狗狗幣 Dogecoin 是什麼? 該怎麼買? 4 間交易所推薦給你輕鬆購買
狗狗幣 Dogecoin 為什麼漲怎麼多? 值得投資嗎?
本文會來介紹狗狗幣的背景,以及分享 4 個交易所推薦管道,教你如何輕鬆購買狗狗幣。
多吉幣(Dogecoin,又稱狗狗幣、狗幣、幣市代碼為:DOGE,貨幣符號:Ð )2013 年由 IBM 工程師 Billy Markus 推出,幣面符號是一隻 Doge。
起初因比特幣爆紅,為了嘲諷加密貨幣並不是要讓大眾投機炒作,是希望為世界帶來更多積極對社會有貢獻的影響,便在當時網路瘋傳 MEME 梗圖時,利用了這灰色幽默創造出了狗狗幣。
查看完整文章:
https://www.johntool.com/what-is-dogecoin/
what is meme 在 AhRay Youtube 的最佳貼文
I posted the duck dancing on reddit and a lot of people seemed to like it.
So I decided to recreated the whole Shuba Duck / Dancing Duck Oozora Subaru meme in Minecraft style.
Disclaimer: I only animated the characters, I didn't make the music nor the skin for the character.
Thanks to Hibikii on planetminecraft for letting me use her skin:
https://www.planetminecraft.com/skin/oozora-subaru-hololive-production
Link to the reddit post:https://www.reddit.com/r/MinecraftMemes/comments/oiv9b9/i_animated_shuba_duck_dance_with_a_minecraft_duck/
Q&A section
===========================================================
IT'S A CHICKEN, NOT A DUCK.
I know Minecraft doesn't have ducks, that's why I removed the wattle from the original Minecraft model and adjusted the body size to resemble more to a duck. So yeah... it's a duck now.
2. Origin of meme?
So this is a recreation of the Shuba Duck Dance, or Subaru and Duck Dance. Original 2D animation gif is here:https://twitter.com/KS_wktk/status/1370702788624142336
3. What software did I use?
I built the cap in Minecraft, used Mineways to import it into Blender. Animated the duck in Blender then rendered it out. I then downloaded a midi file of Hey Ya and converted it into a mp3 file in Minecraft Note Block Studio. I then edited it together in Premiere Pro.
4. I want it on wallpaper engine!
Here you go (Only duck):https://steamcommunity.com/sharedfiles/filedetails/?id=2545221909
5. Can I have a green screen version to make an emoji or use it in my videos?
Yes, feel free to use it but remember to credit me if you are posting it.
Here is the download link(Only duck): https://drive.google.com/file/d/1zbB9DCdGjz4IrJfPtFJZ0_xoz2_jsv_H/view?usp=sharing
#MinecraftAnimation #meme #duckdance
![post-title](https://i.ytimg.com/vi/8L_XZU5r774/hqdefault.jpg)
what is meme 在 蒼藍鴿的醫學天地 Youtube 的最佳貼文
本集與 @Cindy 心理治療 合作
訂閱心理師頻道:https://ppt.cc/fh4GJx
這支影片討論我們的內在小孩
心理治療師通常如何幫助個案去療癒他們受創傷的內在小孩
還有討論三個治療方法
Cindy’s Instagram:
https://www.instagram.com/yihsin_cindy
Video Timeline:
00:00-00:44 Intro (簡介)
00:44-03:00 What is Inner child (什麼是內在小孩)
03:00-07:04 Trauma (創傷)
07:04-07:42 Seek help from professionals(尋求專業協助)
7:42-10:55 Three methods (療癒方法)
10:55-12:03 wrapping up (結語)
Music credit:
🔻
-Bread (Prod. by Lukrembo)
-Dawn by Sappheiros
🔺
#內在小孩 #兒童創傷 #心理治療 #人際關係 #心理健康 #心理創傷
蒼藍鴿精選作品及健康好物推薦▶ https://campsite.bio/bluepigeonn
加入Youtube會員支持科普頻道▶ https://reurl.cc/j7lLdn
訂閱LBRY頻道以備不時之需▶ https://ppt.cc/fNJ2px
「Kevin MacLeod」創作的「Breaktime - Silent Film Light」是根據「Creative Commons Attribution」授權使用
來源:http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100302
演出者:http://incompetech.com/
【蒼藍鴿的熱門影片】
關於『癌症』的真相!
► https://youtu.be/tYKIhSoBIrg
大胃王吃了這麼多為何不會胖?網路真相揭密!
► https://youtu.be/StGteShJaLM
為何早餐店奶茶是「地表最強瀉劑」?網路真相破解!
► https://youtu.be/B37Dek2u1lY
實測挑戰!你看得懂醫生寫的病歷嗎?
► https://youtu.be/mgxRuDbSV88
失眠淺眠怎麼辦?這幾招讓你一夜好眠!
► https://youtu.be/28fdCrV6EKo
念醫學系真的好嗎?一路上的心境歷程有什麼變化?
► https://youtu.be/a9z4YK1qH38
癌症新療法「免疫治療」有多貴?原理是什麼?
► https://youtu.be/TJduprv5uhQ
【追蹤蒼藍鴿】
▶FB粉專 https://www.facebook.com/bluepigeonnn/
▶Instagram https://www.instagram.com/bluepigeon0810/
歡迎蒞臨討論,別忘了按讚跟追蹤!影片也歡迎分享!
【關鍵字】
蒼藍鴿/醫師/醫生/醫學/醫學系/台大醫學系/健康/保健/工作細胞
![post-title](https://i.ytimg.com/vi/JFt3ZsV5jV8/hqdefault.jpg)
what is meme 在 踢萬8IG8A8Y Youtube 的最佳解答
#88barsremix #大嘻哈時代 #乞丐ceo
最近覺得88Bars有點屌然後決定做一個自己的版本,其實我也不確定自己到底有沒有內定,反正就是先報名再說
在 StreetVoice 上面聽:
https://streetvoice.com/papetone/songs/638467/
追蹤我的 IG:
https://www.instagram.com/onemoretimebabywu/
888S Credit:
作曲Composed by 踢萬8ig8a8y
作詞Lyrics by 踢萬8ig8a8y
製作人Producer by 薑母鴨ginger duck
編曲Beats Arrangement by 薑母鴨ginger duck
混音Mixing by章湘柏
母帶後期Mastering by章湘柏
錄音室Recording Studio Nora Says諾拉說
設計Logo Design by Demi.C
影片剪輯 Editing by 楊策
888S Lyrics:
萬
插卡進 ATM,
餘額好像沒有變
Yeah I’m trained to bring game,
華語嘻哈音樂圈還是硬了點 (硬拉)
BIGGIE 萬 my band, (my band)
Just When things seems the same
and the whole scene is lame,
Goddamn 還是討厭下雨天 (OSN)
Show no respect, so relaxed,
go too fast, toast to that (Clink)
8IG8A8Y 八十八個 BARS 霸的話語權
“No Flocking” like Kodak Black (On they ass)
Fuck it 下局見, 風格太平太侷限
Na mean? I need change like PiNkChAiN
太依戀曬衣鏈 What’s my name?
@ONEMORETIMEBABY 再一遍 (踢萬)
February Twenty Eight, 進大嘻哈時代掙專輯費
三票當選【窮】到四腳朝天, 身價還沒天價但直接
翻一倍 (double up)
Drinking 西西里 Coffee 『Let Me 嘻犀里』
Mini 晉級到 MTV 裡
沈浸在進擊的信義區,
忠言逆耳說實話我有聽進去 (listen)
了無牽掛 just wanna, work on my album
千里馬 "PONY" 還沒開喝就先掛
先發制人,水到渠成 (每幹拎)
Rhyme scheme so brilliant,
萬 in a billion, 專情的明理人,
Told y’all Imma finished them (On GOD)
鑽新的 bars, shine like 鑽金的卡, 硬底子 Indie 的 rock
講心裡的話,穿金戴銀 (Nah) 是該清醒了吧?
沈睡已久最純粹野獸為何會困獸之鬥?
剃刀蔣那 part, 太嘻哈實在 Imma keep that in mind
無限 看齊感激 fo sho (That's right)
HAHA I don’t really care how you feel, everywhere I go
All Star, Hall Of Fame 116, always in the field
獅子星座 Leo 王者爭霸
肉弱強食從此先發, 不是種子真假?
What the fuck happened to Hip Hop?
金價萬夫莫敵,一匹黑馬,思維 gain-up (My 思維)
Know pain Know game huh?
Spitting fire 太嗨了 higher than Higher Brothers
我的 flow 五花八門
喜歡 started from the bottom
Mo money mo problems, 火侯只開了八成
Now I got options
請叫我木柵人
What’s popping?
Reping Taipei City 捍衛我的家人
我的 freestyle 不好說不好不會加分
我的 attitude so awesome
燒肉粽燒口燙, 就像我的貨,roll up son 不誇張
遇強則強,這是我的命
8IG8A8Y 巨嬰活體的 meme
牛年行大運收拾玻璃心,demo 已經錄了太多首你聽
噴 flows, money in, 收進收銀機 (Ching ching)
Drinking Ice Tea 到 6AM in the morning
文字當兇器
Love me or hate me, don’t give a fuck about you
還有你的抨擊
恭喜如果有 “Baby Fat” 幫你拍拍手 (拍手聲)
Hashtag 我 #曬北鼻challenge 有在用 IG 都可以參加 though (Okay)
我不需要拍影片,我知道會有人拍我
曾太多向左向右,生態濁,畢竟深愛過深愛過深愛過
My flows never lazy 從不怠惰 I know
我身高187 所以你看我都要抬頭,94不是一個 idol
Got the key 可以開鎖
Suicide doors 麻將輸了太多,主很愛我 (Lord)
讓我們保持聯絡就算到四點多 (FO)
【窮】,【4PM】, 【Burning】, Make Secens
把真實故事寫進歌裡每一天
Fuck you pay me 請你給錢
Get rich or die trying 就像 50 CENT (GGG G-UNIT)
萬
888S
![post-title](https://i.ytimg.com/vi/rxOKaGfFJgE/hqdefault.jpg)
what is meme 在 Meme Definition & Meaning - Merriam-Webster 的相關結果
The meaning of meme is an idea, behavior, style, or usage that spreads from one person to another in a culture. See more meanings of meme. How to use meme ... ... <看更多>
what is meme 在 meme | Definition, Meaning, History, & Facts | Britannica 的相關結果
Meme, unit of cultural information spread by imitation. The term 'meme' (from the Greek 'mimema,' meaning 'imitated') was introduced in 1976 by British ... ... <看更多>
what is meme 在 Meme - Wikipedia 的相關結果
A meme (/miːm/ MEEM) is an idea, behavior, or style that spreads by means of imitation from person to person within a culture and often carries symbolic ... ... <看更多>