🌻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.
aerie台灣 在 [心得] AERIE內褲分享- 看板underwear - 批踢踢實業坊 的推薦與評價
之前在版上爬文看到有人推文推薦AERIE的內褲，但是都沒有詳細的資料
所以想說來分享一下~順便推薦給大家
當初會買AERIE的內褲是個美麗的意外(毆) 我一直都很喜歡American Eagle的衣服，
在日本逛的時候發現內褲在特價3件1000羊，當下覺得哇靠好便宜，立馬買了三件，
結果回台灣之後一穿驚為天人，舒服啊！！手刀跑去找住在日本的朋友合購又回購了3條XD
(不忍說美國之前在特價10件30鎂的時候我又買了 艸
滿100鎂寄到台灣免運太划算了啊！)
AERIE的內褲分成這些 https://images.plurk.com/3UDqQVJFmGIbVXpskvhwCb.jpg
(懶得打字直接上圖(毆))
我買了3種版型，從眾多的內褲中三個版型各挑出一件來拍實穿照XD
沒辦法拍到正後方的照片但是我真的盡力了，拍到後來肩膀差點扭了 艸rz
1. Boybriefs
https://images.plurk.com/67Je21Rx0RKJOnfF89G743.jpg
它其實穿起來感覺比較像褲口短的平口褲？ 不過因為布料跟蕾絲鬆緊帶都很軟所以該邊
沒有什麼磨擦感
2. Mini Boybriefs
https://images.plurk.com/2WpnJ1v8eFaa1w3zC56pvE.jpg
感想如上，絕對不是偷懶(毆) 其實這兩種我感受不出什麼太大的差異 囧
不過這件穿的時候屁股下緣有勒痕，其他件都不會
3. Bikinis
https://images.plurk.com/2YxoMiwTSwkjhrMZ1jhlgS.jpg
這種款式就是一般我們穿的三角褲款了，對我來說還是這種版型穿得比較習慣XD
以後如果要再購入應該都會買Bikinis的版型吧
AERIE的內褲包覆性都很好，而且也很吸汗，穿去運動也沒問題！
尺寸range大，我臀圍35穿XS剛好~
Passionata的內褲對我來說就太大了Orz美雖然美但是穿起來鬆鬆的原本美也變
不美了(繞口令？)
第一次穿的時候驚艷的點在於內褲邊邊沒有收邊是車好後外面在車一層蕾絲鬆緊帶，
所以穿起來沒有勒痕，雖然不是無痕內褲但是我覺得滿無痕的XD
後來發現就算是有收邊款的其實也沒有勒痕
(ex. https://images.plurk.com/6eUY10aTBNknTL6wmXFaaz.jpg)
穿起來舒服又不憋，結果買了這麼多件唯一一件有勒痕的就是2號同學XDDD
有種中獎了的感覺(？)，不過2號同學雖然有勒痕但是穿起來並沒有覺得緊到不
舒服的程度，還在舒服的範圍裡XD
目前半年前買的第一批還沒有鬆，應該算是滿耐穿的XD
還有很多其他款，也有純蕾絲跟比較性感的款，剛好我買的都是可愛型的XD
下次想來挑戰看看丁字褲！！也買想穿穿看她們家的內衣的不知道好不好穿XD
試過之後再來跟大家分享XD
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.84.30
※ 文章網址: https://www.ptt.cc/bbs/underwear/M.1467217205.A.E9A.html
※ 編輯: izumi1412 (122.116.89.162), 06/30/2016 13:59:01
真的！！CP值這麼高的內褲，以後也不需要換牌子了XD 07/04 15:54
※ 編輯: izumi1412 (122.116.89.162), 07/06/2016 17:50:04
※ 編輯: izumi1412 (122.116.89.162), 08/01/2016 20:32:25
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