🌻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3部Youtube影片,追蹤數超過14萬的網紅賢賢的奇異世界,也在其Youtube影片中提到,#病毒 #危險 #最致命的病毒 各位大家好,歡迎來到HenHenTV的奇異世界,我是Tommy. 上一集我們講了病毒,今天我們就來說六個最致命的病毒,如果你是第一次看我的影片,我的影片主要是做一些稀奇古怪,靈異,外星人和UFO或是一些科學無法解釋的東西,如果你也喜歡這些主題,歡迎訂閱我的頻道,然後...
aids意思 在 小肥 Facebook 的最佳解答
到我po吓!
都係嗰句,自問唔係一個專業嘅和音,因為我啲和音技巧都係靠聽得多、試得多同撞得多自學所得,一般出場同啲歌手jam吓都尚算見得吓人;五線譜?Sorry我唔識睇,喺睇簡普都係勉勉強強嘅情況之下,RubberBand竟然喺2018年揾咗我加入和音團隊,好啦嗰場算係有個意思因爲10年前膽粗粗自薦做和音所以10後叫番我就別有一番意義,但今次Ciao咁大單嘢竟然都有預我,我既驚且喜,驚當然係責任重大,喜就係我成日都想成為RubberBand嘅其中一份子,每一次佢地有演出我都想有個崗位一齊踩,外界什麼屈就呀、降呢呀全部bullshit,我地之間嘅情義您地識條鐵咩講真!我有份參與呢單嘢都係入選咗我10大帶入棺材重要事之一架!😤
由自習到排練到入台到正式,每一次完結都驚嘆:吓咁快完嘅?!咁夜架喇?!當中趣事都唔少,包括:
1. 有晚阿偉喺台上solo時我地喺台下嘻嘻哈哈笑到癲咗,笑咩唔方便講啦!竟然有觀眾話聽到我地笑,老尷😅,不過嗰幾晚我見到大佬正笑得好開懷,我好似好耐都冇見過,突然心頭好暖。
2. 識到Jason Kui,佢除咗結他技術真係好堅之外,如果我冇估錯嘅話,佢應該係低能嘅!所以後台真係好歡樂,仲巧遇佢生日,食足6日蛋榚……
3. 少榮會時常透過耳機比好多提示我地,當RB有幾首歌發揮得好好時少榮就會不禁道出:Amazing!Nice!Very good!同埋有次佢講:大家要好似小肥咁high!怕醜中😳!
喺度我又要鄭重再一次多謝鄭嘉嘉、Angelita、Walter同之前嘅Hermen,佢地絕對一步一步幫我喺專業和音上達標,無限感激!多謝RB四子同Patrick Lui對我無限嘅信任!多謝JKui嘅補習同車出車入!多謝RFlat,尤其係細V同Pete爺比煩到嘔咗十九幾両血!多謝少榮細心嘅安排!多謝台前幕後幫拖衣食無憂!多謝Sunny Idea您地啲同事老闆好有愛!多謝Foodpanda準我地好勝咁叫其他外賣!多謝咁多次以黎不同時代嘅RB戰友!無數次多謝澳門唯聽sponsor比我地嘅超靚ear-mon!仲有重點多謝您~6爺繆浩昌!成日令我又笑又喊X您個guy您話!後台話死都要幫番我拖言論我頂您丫想感動死我呀您XX!
P.S. 圖中係我件戰衣,試衫時姐姐叫我地比幾句RB嘅歌詞佢地,佢哋會放喺件衫度,於是我比咗「黎旭輝」,明就明😏
#rubberbandciao2021 RubberBand 唯聽澳門聽覺及言語中心 - 數碼助聽器 Widex Macau - Digital Hearing Aids
aids意思 在 椪皮仔 Facebook 的最讚貼文
「每日英文閱讀分享#004」
【contraction】
今天又是一個熟悉的字,
我們都常常看到contract或是contractor ,
但是,contract當動詞的用法,大家是否熟悉呢?
當contract變成動詞的時候,首先重音先從前面移到第二個音節
再來,主要的意思有三個:
1. the fact of something becoming smaller, shorter, or less.
2. to get illness
3. to make a legal agreement with sb for them to work for you or provide you with a service
猜猜看下列例句是什麼用法吧!(Adapted from Oxford Dictionary )
1) The heart muscles contract to expel the blood.
2) He contracted AIDS/ a virus.
3) Several computer engineers have been contracted to the finance department.
重點回到本文例句:
The World Bank estimates a 5.2% contraction in global GDP in 2020, which will be the deepest recession the world has seen in decades.
ps. 如果你也想跟我一起培養每日閱讀習慣,可以在下面留言用這個單字造個句子,我就會把整篇筆記傳給你喔!
#言之有物
#英語學習
#商業英文
#BusinessEnglish
#Economics
#Society
#每日英文閱讀分享
#一起來建立英文閱讀習慣吧
aids意思 在 賢賢的奇異世界 Youtube 的最讚貼文
#病毒 #危險 #最致命的病毒
各位大家好,歡迎來到HenHenTV的奇異世界,我是Tommy.
上一集我們講了病毒,今天我們就來說六個最致命的病毒,如果你是第一次看我的影片,我的影片主要是做一些稀奇古怪,靈異,外星人和UFO或是一些科學無法解釋的東西,如果你也喜歡這些主題,歡迎訂閱我的頻道,然後打開旁邊的小鈴鐺,然後選全部。這樣你們就不會錯過所以新的有趣影片。
今天我們要繼續講病毒,如果你還沒看上一集,可以先去看了再來看這個影片。
在人類的歷史裡面,早在公元前4000多年就有病毒的記載,而今天我們就說人類史上最致命的六種病毒。
第一: 埃博拉病毒, EBOLA VIRUS
這個病毒發現於1976年在蘇丹南部和剛果之間的埃博拉河,所以就叫Ebolavirus,是一種烈性傳染病病毒,中了這個病毒的人會嘔吐,發燒,體內和體外出血,會七竅流血,因為病毒破壞了大部分的器官,而患者會嘔出壞死的器官組織。最後在24到48小時內死亡,死亡率高達40-90%,是現在世界上最危險的病毒,被列為第四級病毒。最有可能的原宿主就是果蝙蝠。由於蝙蝠的體溫大部分時間處於高溫,大概40度以上,病毒在高溫裡面並不活躍,這也是為什麼它可以抵抗這個致命的病毒。在1976-1979年之間奪取了九萬人。然後銷聲匿跡過了20多年後,2014-2016又再次在西非爆發,奪走了一萬多條人命。
第二:狂犬病毒 RABIES VIRUS
又名瘋狗症,英文叫拉皮斯病,在拉丁文Rabies就是瘋狂的意思,這個是一旦發病就無法醫療的,通常的死亡原因是中樞神經(zhongshu第一聲),就是腦和脊髓(ji sui(第三聲)完全被這種病毒破壞了,而病毒會存在宿主的體液和唾液裡面,隨之就會造成宿主異常的活躍,或是在沒有被攻擊之下攻擊其他生物,而被咬傷的生物也會感染病毒,隨之病發。狂犬病早期的症狀會出現發燒,會出現暴力行為,不可抑制的興奮行為,會出現恐水症,部分肢體癱瘓,意識混亂和喪失知覺,染病到病發可以是一個月,也可能長達一年,
但是慶幸的如果一旦被帶有這種疾病的狗咬了過後,可以去打疫苗針,引發自身的免疫系統來對抗病毒,如果不是的話,一旦神經感染出現症狀的時候,致死率是100%,狂犬病每年奪走了2-5萬條人命,大部分就是被患病的狗咬傷而引起的。所以大家一定要注意哦!
第三:艾滋病AIDS 或HIV VIRUS
HIV病毒起源於黑猩猩的SIV病毒,由SIV病毒進化成為HIV,據說是因為非洲剛果的土人因為和黑猩猩性交過後感染到這種病毒,而過後再和其他人性交傳開的。而每年艾滋病奪走了大概500多萬條人命,新感染人數每一年都在增加一百七十萬,而全球感染人數高達3780萬,這個是個非常可怕的數字, HIV病毒潛伏期是8-9年,一旦病發就會成為艾滋病,它會破壞你的免疫系統,到現在為止無藥可醫。當你正在忙著買口罩的時候,是否想過這個才是更可怕的呢?為何你不斷絕娼妓,不要濫交或是囤一大堆避孕套呢?
第四:西班牙流感
在1918年到1920爆發的H1N1 A型流感,由於在西班牙傳開,因此也叫西班牙流感,在一戰過後,在短短的兩年裡面,全球感染人數為五億人,致死率5%,這個病毒一共奪走了5000萬到一條人命,而致死的原因是因為這個病毒引起身體的細胞素風暴(Cytokine storm)那是什麼意思呢?就是你的免疫系統short了,變成一種攻擊自身正常細胞的免疫系統,破壞器官的細胞,尤其是肺部,這和現在的流感有點相似。
第五: 黑死病,或者叫鼠疫
這個病毒是在中世紀1346-1353年,由老鼠傳開的疾病,整個歐洲大概30-60%的人口銳減,這種病毒叫鼠疫桿菌,是寄生在老鼠的跳蚤上面,其中一種跳蚤叫東方鼠蚤,由於病毒攻擊這種跳蚤而讓其變得更加飢餓,拼命的叮咬宿主,而這種病毒也是這樣傳到老鼠身上。這個病毒的起源據說是來自於黑海城市卡法,在1946年蒙古軍隊進攻卡法,久久無法攻下,而在軍中有軍人因感染鼠疫而死,而帶隊的統帥可汗扎尼別就想到,用病毒來滅城,他吩咐兵士用投石器,把死去的軍人拋進城內,而過一段時間,裡面的一些商人就逃到歐洲,經而這種病就在歐洲傳開了。而由於人們不知道這種病的來源,就把矛頭指向女巫,覺得是因為女巫和魔鬼立下誓約,而造成瘟疫,應此不只是病死的人,而很多無辜的女巫也被折磨而死。
第六:天花
這個病毒雖然已經在這個世界上消失了,不過它的歷史非常悠久,早在古埃及的時候就有了,而專家在法老王梅西斯五世的木乃伊身上發現天花的痕跡,據說在公元前1000年,埃及的商人因為去到印度經商而將這種病毒傳開,而在公元一世紀,印度也因為經商而傳到了古中國,到了16世紀,這種病毒在歐洲傳開了,而因為歐洲的西班牙人去到了墨西哥而把這種病毒也傳到了南美洲,而造成非常多的原住民死亡。而這個也是造成阿茲斯特和印加帝國滅亡的其中一個原因之一。慶幸的在1796年愛德華。詹納醫生發明了牛痘疫苗,其實牛痘也是一種病毒,和天花病毒是近親,由於我們的免疫系統可以識別病毒,而記得病毒的特性,而牛痘病毒沒有那麼的致命,因此如果人類先打進這種病毒,身體的免疫系統就會記得這個病毒,而當天花病毒入侵的時候,就會有足夠的免疫力去對抗它。真的是成也病毒,敗也病毒。
到目前為止,我們人類已經對抗了病毒將近幾千年,雖然不能完全的杜絕病毒,但是已經可以大大的減少死亡的機率,世界上的病可以說大部分的病都是源自於病毒,例如癌症,流感,等等。像我在上一集說的一樣,病毒就是帶來死亡而已,它並不會思考,也不會選擇特定的族群來攻擊,所以我們要一致的對抗病毒,而不是人,隔離病毒,而不是特定的種族。
好啦!今天的影片就到這裡,如果大家喜歡看這個影片,記得傳給你朋友看,分享,訂閱,按贊吧~謝謝大家的收看,我們下個奇異世界見,Bye Bye
![post-title](https://i.ytimg.com/vi/eKMMXYWF9nA/hqdefault.jpg)
aids意思 在 美絮子 Melody Youtube 的最讚貼文
這次試了新的眼影盤,顏色蠻美的耶~而且一開始就有人發現了XD
小美心情不是很好,所以講的話比較少了,大家不好意思。
當下其實有想講一些對於這次公投結果的看法,但想想還是算了,整理好思緒再來完整地說比較好。
我把自己的想法說出來,一定是一體兩面的,有的人喜歡、有的人不喜歡。
不喜歡這個話題的人就不要看了,或是當作看我發發牢騷吧,喜歡的人就謝謝你的認同了~
以下正文開始:
可惜這次的婚姻平權和性別教育的公投都沒有通過,
從票數的差距看來台灣的人權意識真的並沒有那麼高漲,
這些觀念目前還沒辦法普及,也許再過段時間,接受的人會愈來愈多的。
雖然我是異性戀,但也不能接受汙名化同性戀者的行為,
還有那些說自己沒有歧視同性戀,但講出來的話句句都是飽含歧視與攻擊意識的人,或是表明自己沒有排斥但實際上的說法卻是表裡不一的人。
像是同性戀者是AIDS帶原者、性關係混亂等等的偏差印象真的非常荒謬,
難道異性戀就有神明護體不會感染愛滋嗎?又或者異性戀都不會劈腿、找炮友、找小三小王?
如果真能如此的話,世界真的太平了,也不會有那麼多人因為被劈腿而受傷害。
「我不排斥同性戀,但我認為他們沒有必要結婚。」
其實你就是排斥,異性戀可以選擇要不要結婚,為什麼同性戀不行?現階段你有選擇的權利,但是憑什麼替他們決定沒有必要擁有這個權力呢?
「我不反同,但是我不想讓我的小孩變成同性戀。」
性向是天生的,難道你知道世界上有同性戀這件事後就會改變你的性向嗎?不,你仍然是異性戀。
其實世界上很多同性戀者/雙性戀者不敢讓別人知道他們的性向,
也是因為擔心家人的想法與擔心被用異樣眼光看待,
如果可以不用再被歧視、不用再躲藏,世界會很美好吧。
好啦小美就講到這邊吧~
下星期因為小美要去外地工作所以停播一周唷,我們兩周後再見囉~~
每星期五PM22:00~AM00:30是小美固定的魔靈召喚時間,每週都請記得鎖定小美的魔靈實況唷!
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如果想看小美直播唱歌聊天的話,也可以追蹤我的粉專喔^_^
粉專是直播時間、公開活動的公布地,加上日常動態發文區~
-
♥ 蝦皮拍賣「《美絮子》現貨出清小舖」⬇
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aids意思 在 蒼藍鴿的醫學天地 Youtube 的最讚貼文
既然做了愛滋篩檢與PrEP的宣導,不如自己也來親身體驗愛滋篩檢吧!
但沒想到試紙上竟然出現了一條線!這是什麼意思呢?
#匿名迅速且完全免費
#空窗期的概念很重要
【蒼藍鴿的熱門影片】
無語良師 - 大體老師的秘密!
► https://youtu.be/WL9EUEwRsmI
流感疫苗該打嗎? 疫苗真相大公開!
► https://youtu.be/o-nuelimMdc
人為什麼會脹氣? 究竟該怎麼有效預防?
► https://youtu.be/DprtG2832Ls
不要再對憂鬱症患者「講幹話」! 淺談憂鬱症!!
► https://youtu.be/-g3WZnFaBoY
2017年最重大發現! 肺臟竟然是「造血器官」!!
► https://youtu.be/swjZfOoZZUE
【追蹤蒼藍鴿】
▶訂閱頻道 https://goo.gl/Xtp7YW
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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/值班碎碎念/三分鐘聊醫學
![post-title](https://i.ytimg.com/vi/3T95Vc2IBxM/hqdefault.jpg)
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