🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:
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: 這不算是基礎的估值會議)
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.
(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)
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)
🌻好股介紹(不是推薦): Pool Corporation (POOL)
美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.
今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.
POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.
公司網站: https://www.poolcorp.com/
Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.
“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784
🌻復盤2010科技股
有人說, 今年科技股像是2010年, 漲不太起來.
好奇心驅使下, 我去挖了點資料.
結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.
那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.
所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.
The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010
Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453
NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf
🌻我平常做的功課
曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.
目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.
固定看的網站: CNBC
每季做的事情: 看&整理公司季報結果.
平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).
Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........
同時也有10部Youtube影片,追蹤數超過7萬的網紅FABIO GRANGEON 法比歐,也在其Youtube影片中提到,INSTAGRAM ➤ https://www.instagram.com/fabiograngeon FACEBOOK ➤ https://www.facebook.com/fabiograngeonofficiel TIKTOK ➤ https://www.tiktok.com/@fabi...
「a pool of中文」的推薦目錄:
- 關於a pool of中文 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於a pool of中文 在 Facebook 的精選貼文
- 關於a pool of中文 在 紀亞文 Edwin Facebook 的精選貼文
- 關於a pool of中文 在 FABIO GRANGEON 法比歐 Youtube 的最佳解答
- 關於a pool of中文 在 暗網仔出街 Youtube 的最佳貼文
- 關於a pool of中文 在 emi wong Youtube 的最佳貼文
- 關於a pool of中文 在 ヘクとパスカル- fish in the pool [中文字幕] - YouTube 的評價
a pool of中文 在 Facebook 的精選貼文
為期兩週的復活節假期終於來到最後一天,在放假之前,我就已經把Q姐開的小說書單都給買起來了!原本想說買了10本可以撐一陣子,結果Q姐居然以1到2天一本的速度把書幾乎看完了!!
之前因為英國封城,學校、圖書館和書店都沒開,所以這半年來我們家光是純文字英文厚小說就入手了60多本, 再加上過去這幾年陸續添購的中文童書應該有近500本、各式英文童書可能有上千本,算了算也是很恐怖的花費啊(空間成本也要算進去)。但想到未來QDD也能看,似乎就划算一點了,再不然就是逼自己也一起看 😂
眼看家裡的書愈買愈多,DDC建議那不然乾脆讓Q姐加入Kindle電子書的行列? 既節省花費又環保。可是我個人還是比較喜歡紙質書本那種可以翻頁、碰觸的感覺呀,只好再觀察看看了。
有人跟我一樣還是比較喜歡實體的書本嗎? 或是有電子書愛好者也歡迎分享經驗 📖
#以下為Q姐這幾個月來閱讀的書單
J.R.R. Tolkien 《The Hobbit and the Lord of the Rings》 一套四本,目前只看完The Hobbit
Eva Ibbotson 《Journey to the River Sea》 Q很喜歡這個作者
Eva Ibbotson 《The Dragonfly Pool》
Eva Ibbotson 《The Star of Kazan》
Lemony Snicket 《A Series of Unfortunate Events》 一套13本
Holly Smale 《Geek Girl Series》 一套六本
Holly Smale 《Geek Girl Special》 一套兩本
Rick Riordan 《Persy Jackson系列》 一套五本
Gordon Korman 《Restart》
Louis Sachar 《Holes》
Linda Sue Park 《A Long Walk to Water》
Onjali Rauf 《The Star Outside My Window》
Onjali Rauf 《The Boy At the Back of the Class》
Molly Moon 《Incredible Book of Hypnotism》
Lauren St John 《Dolphin Song》
Garth Jennings 《The Deadly 7》
David Walliams 《Code Name Bananas》
James Harris 《The Unbelievable Biscuit Factory》
M. G. Leonard , Sam Sedgman 《Kidnap on the California Comet》
Ally Carter 《Winterborne Home for Vengeance and Valour》
Ally Carter 《Winterborne Home for Mayhem and Mystery》
Ben Brooks 《Greatest Inventor》
Chris Edison 《Marie Curious Girl Genius》 目前出了兩本
J.K Rowling 《The Ickabog》
a pool of中文 在 紀亞文 Edwin Facebook 的精選貼文
This past year’s global situation has allowed me to fully revisit the tennis world and coach regularly again.
It has been a decade since I have worked with such an expansive pool of students. At the time, I taught and trained both children and adults ranging from the ages of 5-60, levels ranging from novice to advanced, but mostly children and teenagers.
However, a couple of years ago I did take a hiatus from showbiz and acting in China as I had the opportunity to work and travel with a professional tennis player. It was a very rewarding, yet challenging experience, to say the least.
Many people have asked me why I do not just coach and train players completely full time. I usually just smile and and brush it off with a tactful “I don’t know.”
The truth is, I have had an extreme love-hate relationship with the game.
Growing up, the time spent on court not only acted as a healthy environment where I can progress as a player and a person, but it also acted as an escape from the difficult emotional and psychological roller coaster on the home front (I will not go into this now).
Looking back, I am so grateful to have been surrounded by coaches, from places such as India and Eastern Europe, whom understood the value of teaching and mentoring with a “school of hard knocks’ approach. They continuously reminded me that:
“There will always be people in situations worse off than you. Back home, players were playing on courts made from cow dung and with holes in their shoes, not to mention wondering when their next full meal would be.”
Though I don’t think I can honestly say that I fully understood them at the time, but these reminders and perspectives acted as the rock that kept me from drifting away.
So, this is where I am coming from in terms of my relationship with tennis. 2020 has been a blessing in disguise, as I have had the opportunity to work with some wonderful people, both on and off the court.
Thanks to all my students. I hope you are learning as much as I am learning from you. Cheers.
不好意思,不翻成中文了,文有點太長😆.
#tennistraining #tenniscoaching #tennis #tennisplayer #tennisplaying #tennislove #tennisinstruction #tennislife #網球 #網球教學 #網球教練
a pool of中文 在 FABIO GRANGEON 法比歐 Youtube 的最佳解答
INSTAGRAM ➤ https://www.instagram.com/fabiograngeon
FACEBOOK ➤ https://www.facebook.com/fabiograngeonofficiel
TIKTOK ➤ https://www.tiktok.com/@fabiograngeon
Please subscribe to support my channel !
請大家訂閱為了支持我的頻道 !
///
* 中文:
大家好。
我這一次帶你們參加我的自由潛水的訓練。已經一年沒有上課,所以我們從救援動作開始然後繼續做一些呼吸的練習。我很推薦大家去上自由潛水的訓練。尤其如果你們從小時候沒有好好學習游泳或是如果你們每次去海邊有一點怕,我覺得體驗自由潛水會給你們多多的安全感。
希望你們喜歡這個影片!
請大家來支持我的頻道, 別忘記按讚,訂閱 與 分享! 謝謝你們🙏
* English:
Hi everyone! Here is a vlog style video following me back to freediving training with my friend coach Phill. After a year off, I'm back in the pool and we are going through the safety procedures and breathing technique. I highly recommend to anyone, especially if you feel uncomfortable in water, to learn about Freediving. It will make you feel more confident and safer in the water.
Hope you guys enjoy this backstage video, please don't forget to give a LIKE or COMMENT to help with the algorithm and SUBSCRIBE to support me !
Lots of love to you all :)
Thanks for being here on my journey.
///
Production ➤ Fabio GRANGEON
Filming & Editing by ➤ https://www.instagram.com/dostudio19/
#fabiograngeon #fabio #法比歐
a pool of中文 在 暗網仔出街 Youtube 的最佳貼文
RANDONAUTICA
恐怖遊戲實況
Instagram: https://www.instagram.com/dw_kid12/
Facebook: https://www.facebook.com/deepwebkid/?modal=admin_todo_tour
訂閱: https://www.youtube.com/channel/UCKC6E5s6CMT5sVBInKBbPDQ?sub_confirmation=1
暗網? 陰謀論?: https://www.youtube.com/watch?v=W5RVLpFkAKQ&list=PLGzW5EwcApFuqKoowMHS9v8W34vIPyrtk
鬼故事: https://www.youtube.com/watch?v=H4rmkFI1ik0&list=PLglqLngY6gv5BCwaoP-q6DOwUmw1lIusF
我的100K成長故事: https://www.youtube.com/watch?v=Kdhtp6A6YJE
破解Kate yup事件是假的! 不是綁架! 不要被騙! (Facebook上的證據): https://www.youtube.com/watch?v=2NJVt56ORWo&t=2s
曼德拉效應: https://www.youtube.com/watch?v=OMutzRIE_uE&list=PLglqLngY6gv5BCwaoP-q6DOwUmw1lIusF&index=17&t=5s
深刻個人經歷: https://www.youtube.com/watch?v=4Roa6Vs1qWc&list=PLglqLngY6gv4mm_doLUUJx4zq5KvLJ2VE
在外國試驗恐怖Randonautica App能碰到什麼?
會帶你到異度空間的靈異App
會帶你到異度空間的靈異APP
會帶你到異度空間的電話APP
會帶你到異度空間的恐怖APP
你相信世界有巧合嗎? 你在街上一日chait身而過的人有數百個, 是什麼能讓我們uw yue, ying sik, kauw gun?
旅遊恐怖app ‘Randonautica’ 令到douyin那班leng jai在公園揭發一douy死人wuy tuy,
Randonaut會信是宇宙萬物中的量子yun ling他們到那個地方.
Randonautica跟Pokémon GO相似: 在現實世界進行探索任務. 唯一分別是你探索緊的那樣東西由你念力出發. 他們腦子又是想什麼的呢? 根據量子物理學, 電話app會吸收你腦粒子加上靈性學你用個app時的intention=你去到的最終目的地.
‘Randonautica’ 拿了你地址後會有3種不同分bo模式.
‘Attractor’ 模式: 會到量子點很擠迫的地方.
‘void’ 模式: 量子點極少的地方.
‘anomaly’ 模式, 如果你心裡面有強烈信念, 一些答案就會找到.
網上有Randonaut用了這個app去到自己爺爺的fun mo. 而暗網仔今天要出街希望找到人生的意義.
現在你聽到的聲音 , 6個ging點我已經去過. 當中lui ching不jook yi改變我一生, 但神奇地也有不可思議的地方.
朋友
(Say Maslows hierarchy of needs love and belonging is #3. Quarantine has been hard and friendship has been difficult to maintain... finding friendship.)
全名:暗網仔. 年齡: 27身高: 181cm. 職業: Youtuber.
這是啊暗第一個被yun ling到的地點: 43.599747, -79.595291.
所以啊暗食了一條蕉( 還放上IG!!!) 照了照鏡子make sure自己有Indiana jones的氣質就出門口.
Yik情的關係令我想 ‘朋友’ 這個koy nim好多. 朋友’ 定義是: 要天天boon cheuy你身邊一定做不到, 所以只好在你生日時pooy你fung kwong一晚就是 ‘朋友’? 啊暗猜不到命運第一達帶他去的地方會是一dung 大ha. Google map確切的位置是大ha pong been的一po植物. 其實啊暗知道app指ling他發現的是一位拿著高爾夫球裝備, 剛剛做完運動的大約50多歲的白人男子. 他面dai笑yung, 好奇望著啊暗在sow yiw那po jik mut..
那位大sook好快就上了友人的車離去. 啊暗回到車後承認自己不夠勇敢, 沒有真實地dap出第一步. 有時d friend可能就要你call一call佢
但Randonautica怎會知道我在想什麼?
(-found a guy playing golf. Smiled at me but was a bit hostile. I was too afraid to go make contact. Maybe that’s what life is like, friendships you have to reach out.)
*use attractor.
“It was my first time randonauting. So I just manifested seeing something red and the coordinates led me here...”
性&食物
(Physiological needs)
*use void
(Sex: the place is an isolated location, or a void. Their was a sign on the door of the place called ‘just shoot it!’ -a hockey club. Maybe the place is a good one to take a date for sex?)
啊暗在想著性被帶到一些工廠背後一達地方. 調查後發現tit門上有 ‘just shoot it!’ 3個英文字. 可能這個地方不是尋找性的一個地方. 也許是帶人來 “just shoot it” 的一個地方.
下一個神奇地啊暗想著食物後, 就帶了他去到平時喜歡食的Five guys burger的那一個soing cheung. 不是確切地點, 但啊暗實在太肚餓.
iPhone等Apple產品有都市傳聞說會偷聽用戶的對話. 我第一個地點是有講過 ‘找朋友’ 這句說話, 之後也有講過 “找東西吃” 這句說話, 但我整程車根本沒有講過’five guys burger’ 這個地方名字. Randonautica會不會kuy用你部iPhone的Google map偷看我平時到開車到達最多的chan teng呢? 電話整天都跟身, 10足10跟jung器.
Ping goh隱私權政策有提到 “we may collect and store details, including search queries. This information may be used to improve the relevancy of results provided by our searches”
(Food was just food. Went to five guys and got some food. Even though it wasn’t directly at the place. It’s usually where I buy my food anyways.)
工作
(Safety needs)
這裡, 這裡, 這裡...公園內的一大peen空地是啊暗要找 ‘工作’ 的地方. Randonautica能這麼短時間受歡迎起來因為他破壞城市人一般的jit juw帶你到平日不會去的地方.
*use attractor
(Park )
(Video of girl witnessing someone getting shot)
[破解] 影片中的女生發現一個恐怖案法現場然後bung kwooy. 但為什麼這不是一件好事呢? 有分sik Randonautica的網友用Despair-meme法juk段定Randonautica的最後結果. 如果在經歷跟自己日常生活變化時, 對世界多一份敏感是好事. 但如果整天看負面新聞, hoi怕改變, 可能就會好像這個女生, manifest 生活以外一些悲劇的發生.
名氣
(Esteem needs) (say this is something you truly want and you crave for. Extremely important to you.)
*use anomaly
(Someone’s house. So disappointing)
這個是啊暗好想要的. 失望地只是一間屋的門口. 又是不敢去看看. 啊暗的想法是: 我相念不夠keung嗎?
[真相]
Randonautica創辦人表示app根據Fatum project去geen jo. Fatum project原本的用意研究我們每一個人以外有可能jook poong到的reality. 根據我們每一個人的lo chup, jap gwan, 人生ging lik, 條件及外在因素我們在生ming會到達的地方永遠ley不開那幾個.
Sierpinski三角形是最好representation. 無論你在三角型任何一個點開始chong jo三角形, 也到不了一些blindspot. (好像我由細到大都經過的那座大樓) 那個行為由如到達另一個星球一樣.
唯一是kauw randonautica ley hoi ‘static’s field’ 甚至影響你自己生命道路的那一條線.
人生的意義
(Self actualization)
*use anomaly
(Someone’s house again)
人生的意義最終也是人家的屋子. 雖然我最後也是um yeen ley hoi但可能...這就是人生的意義. 有些事你是suey yiw dap出第一步的. 即使你不是玩這個game的時候人生才會不停有duk po. 可能我就是要be reminded of 這個道理. 有不可思議的地方, 學到了新東西, 流了一些hon: a good summer day well spent.
(Need to take the first step to change your life and change your pattern. So I will be trying new things. First is to wake up earlier.)
(Last story: I used the app with a friend the next day...we ended up at a house with a pool. She said that although her intent was buying a present, in reality she wanted to swim. So we were suppose to knock on the door and ask the family if we could swim with them?)
之後一天跟朋友再玩. 原本這位朋友想找一份生日禮物, 但我們到了一個wing chi. 因為原本他心底想著是yuw水. 而最尾...
a pool of中文 在 emi wong Youtube 的最佳貼文
♡SUBSCRIBE FOR WEEKLY VIDEOS 訂閱我的頻道你不會後悔☺
► http://bit.ly/SubscribeToEmi
♡ADD ME ON 成為我的朋友☺
Instagram: @EmiWong_
► https://www.instagram.com/emiwong_
Facebook: @Emi Wong
►https://www.facebook.com/EmiWongg
♡This video is in collaboration with L’Occitane HK
[GIVEAWAY ? Thailand Resort 3 Days FLY TO RESET Package!!!]
- Grand Prize: 3D2N Beachfront Resort Couple Package at Kupu Kupu Phangan Beach Villas and Spa by L’Occitane (Total worth HK$13,520)
⋅ 2 nights stay at Luxury Private Pool Villa (located at Koh Phangan, near Koh Samui)
⋅ Complimentary 60 minutes Relaxing Aromachologie Couple Massage
⋅ Bangkok Airways Roundtrip to Koh Samui Economy Tickets (tax excluded)
- 2nd Prize (3 winners): Spa L’Occitane 90 minutes Sleep & Reset Body Care Massage x1 (Total worth HK$4,350)
- 3rd Prize (5 winners): Immortelle Overnight Reset Oil-in-Serum 30ml x1 (Total worth HK$2,650)
►To enter: Upon net purchase of L’Occitane products at HK$1,000 (must include 1 immortelle product)
End date is 18th September, 2019 23:59 HKT, so don’t miss this amazing opportunity!! Good luck!
Details: http://bit.ly/2Zmvfsp
♡HELP ME TRANSLATE MY VIDEOS 觀眾朋友有時間可以幫我加字幕, 非常感激!☺
http://www.youtube.com/timedtext_cs_panel?tab=2&c=UCvGEK5_U-kLgO6-AMDPeTUQ
♡WATCH MORE VIDEOS (PLAYLISTS)
VLOGS ► http://bit.ly/EmiVlogs
WORKOUTS ► http://bit.ly/WorkoutWthEmi
BEGINNER WORKOUTS ► http://bit.ly/BeginnerWorkoutsWithEmi
FITNESS & DIET TIPS ► http://bit.ly/FitnessDietTipsWithEmi
EAT (FOOD VLOGS!) ► http://bit.ly/EatWithEmi
TRAVEL ► http://bit.ly/TravelWithEmi
RECIPES ► http://bit.ly/CookWithEmi
FUN CHALLENGES ► http://bit.ly/ChallengesWithEmi
MAKE UP & FASHION ► http://bit.ly/MakeUpFashionWithEmi
廣東話片 Videos in Cantonese ► http://bit.ly/CantoneseVideosEmi
有中文字幕的片 With Chinese Subtitles ► http://bit.ly/ChineseSubtitlesEmi
♡INTRO SONG: Aarre - When We Were Young (ft. Reece Lemonius)
a pool of中文 在 ヘクとパスカル- fish in the pool [中文字幕] - YouTube 的推薦與評價
雖然我被大雨淋得溼透,但心裡有某種喜歡,喜歡的快要溢出來。*每一部翻譯的影片上傳僅負責參考學習使用,不具有任何商業意義(如有侵權請留言告知) ... <看更多>