關於 because so同時 ，我們在網路上蒐集到這些相關的討論、資訊與評價

#Eugene讀的300多本myON電子書記錄
(此圖不包含同myON的『Kaite Woo』和『Dino』系列)
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大概是從5月中疫情爆發的時候，
SJE女孩兒門關在家防疫課時哪兒也不去，
沒上學的自學生Eugene則維持學習的步調，
卻增加了 #myON電子書 的量!
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延伸上一篇文 ‧ 傳送門https://www.facebook.com/ingrid.ing.1024/photos/a.1661247717465782/3058233677767172
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這張圖是5月~7月底的myON電子書+AR測驗記錄，
部分介紹找時間將截圖在留言處，
其他還有很多橋梁書套書、小說的閱讀同時進行~
#SJE閱讀記錄 #Eugene6Y7M #英文閱讀 #英文有聲書
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以下是Eugene讀『myON電子書記錄』書名提供給大家，
字數不多，並且很精彩!
Eugene讀的共有300多本，
字數約在1千上下，
而且精彩的說書人真是讚!
超多好看的書讓小E會想一讀再讀呢!
很多書小E看完就不測AR了，
所以列書單如下：

◆ The Elves Help Puss in Boots
◆ Quest for the Unicorn's Horn
◆ Medea Tells All: A Mad, Magical Love
◆ Medusa Tells All: Beauty Missing, Hair Hissing
◆ Three Blind Mice Team Up with the Three Little Pigs
◆ The Tooth Fairy
◆ Seriously, Snow White Was SO Forgetful!
◆ Trust Me, Hansel and Gretel Are Sweet!
◆ Snow White and the Seven Robots: A Graphic Novel
◆ Red Riding Hood Meets the Three Bears
◆ Red Riding Hood Meets the Three Bears
◆ The Robo-battle of Mega Tortoise vs. Hazard Hare: A Graphic Novel
◆ Medea Tells All: A Mad, Magical Love
◆ Helen of Troy Tells All
◆ Pandora Tells All: Not the Curious Kind
◆ Robin Hood, Time Traveler
◆ The Ugly Dino Hatchling: A Graphic Novel
◆ Keep It Simple, Rapunzel!
◆ Mermaid Midfielders
◆ Hansel and Gretel
◆ Say "Cheese"!
◆ Big Pig
◆ Cass the Monkey
◆ Rapunzel
◆ Honestly, Our Music Stole the Show!: The Story of the Bremen Town Musicians as Told by the Donkey
◆ The Recess Bully
◆ The Runaway Robot
◆ Alice, Secret Agent of Wonderland
◆ Frankly, I'd Rather Spin Myself a New Name!
◆ Sleeping Beauty, Magic Master
◆ Quest for the Unicorn's Horn
◆ Secret Matter
◆ Truthfully, Something Smelled Fishy!: The Story of the Fisherman and His Wife as Told by the Wife
◆ Pandarella
◆ Hansel and Gretel Stories Around the World
◆ Red Riding Hood, Superhero: A Graphic Novel
◆ Beauty and the Beast Stories Around the World
◆ Goldiclucks and the Three Bears
◆ Believe Me, Goldilocks Rocks!
◆ Believe Me, I Never Felt a Pea!
◆ Poodle and the Pea
◆ Kitten Who Cried Dog
◆ Ack's New Pet
◆ Pandarella
◆ Goldilocks and the Three Vampires
◆ The Silver Spurs of Oz
◆ Rapunzel vs. Frankenstein
◆ Peter Pan in Mummy Land
◆ Mouse Says "Sorry"
◆ Mouse Says "Sorry"
◆ Hippo Says "Excuse Me"
◆ Monster Knows Table Manners
◆ Monster Knows Excuse Me
◆ Party Problems
◆ Miles McHale, Tattletale
◆ Yasmin the Chef
◆ Truthfully, Something Smelled Fishy!: The Story of the Fisherman and His Wife as Told by the Wife
◆ The Robo-battle of Mega Tortoise vs. Hazard Hare: A Graphic Novel
◆ Max Goes to the Dentist
◆ Listen, My Bridge Is SO Cool!: The Story of the Three Billy Goats ◆ Gruff as Told by the Troll
◆ Buzz Beaker and the Speed Secret
◆ Buzz Beaker and the Growing Goo
◆ Marconi the Wizard
◆ Hair-pocalypse
◆ Little Tiger Picks Up
◆ Penguin Says "Please"
◆ Little Dinos Don't Push
◆ Little Dinos Don't Hit
◆ Dino Hunt
◆ Prize Inside
◆ Pizza Palace
◆ What's That Sound, Cinderella?
◆ Pet Costume Party
◆ Even Fairies Bake Mistakes
◆ Counting Money!
◆ Maybe When I'm Bigger
◆ Traveling Shoes
◆ When Thomas Edison Fed Someone Worms
◆ The Swim Race
◆ Ruth's Pink Pajamas
◆ Me and My Cat
◆ Boo Bat
◆ Incredible Rockhead and the Spectacular Scissorlegz
◆ Truly, We Both Loved Beauty Dearly!
◆ Poodle and the Pea
◆ Marshmallow Mermaid
◆ Green Queen of Mean
◆ Evil Echo
◆ Yum!
◆ My Body
◆ My Day
◆ My Neighborhood
◆ Marvelous Me
◆ Paid to Game
◆ Mr. Bones
◆ Little Dinos Don't Yell
◆ Do Not Let Your Dragon Spread Germs
◆ Friends All Day
◆ Field Day Rules!
◆ The Goose that Laid the Rotten Egg: A Graphic Novel
◆ Plans Gone Wrong
◆ The Ants and the Grasshopper
◆ The Boy Who Cried Wolf
◆ The Boy Who Cried Vampire: A Graphic Novel
◆ Frankly, I'd Rather Spin Myself a New Name!
◆ Little Red Riding Hood Stories Around the World
◆ Rapunzel Stories Around the World
◆ Hansel and Gretel Stories Around the World
◆ Beauty and the Beast Stories Around the World
◆ Little Red Riding Duck
◆ Goldiclucks and the Three Bears
◆ Kitten Who Cried Dog
◆ Princess Harper Gets Happy
◆ Pandarella
◆ How Do We Stay on Earth?
◆ Scary Night
◆ Aliens and Energy
◆ The Big Mistake
◆ The Black Hole Report
◆ Ack's New Pet
◆ Ooze Slingers from Outer Space
◆ Eek Discovers Earth
◆ Tap Dance Troubles
◆ First Base Blues
◆ Soccer Switch
◆ Snow Dance
◆ Jack and the Beanstalk
◆ Lacey Walker, Nonstop Talker
◆ Crabby Pants
◆ Eleanore Won't Share
◆ Clara's Crazy Curls
◆ The Perfect Birthday Recipe
◆ The Little Bully
◆ You Get What You Get
◆ Zombies and Meatballs
◆ Boy Under the Bed
◆ Welcome to Third Grade, Gus!
◆ Going on a Field Trip
◆ Honestly, Red Riding Hood Was Rotten!
◆ No Lie, Pigs (and Their Houses) Can Fly!
◆ Seriously, Snow White Was SO Forgetful!
◆ Really, Rapunzel Needed a Haircut!
◆ Ninja-rella: A Graphic Novel
◆ Farms
◆ A Nature Walk on the Farm
◆ Bree's Bike Jump
◆ The Lion and the Mouse and the Invaders from Zurg: A Graphic Novel
◆ Lucille Gets Jealous
◆ Terrible, Awful, Horrible Manners!
◆ First Day of Unicorn School
◆ Trust Me, Hansel and Gretel Are Sweet!
◆ Clara's Crazy Curls
◆ Cat That Disappeared
◆ Super Billy Goats Gruff: A Graphic Novel
◆ Day of the Field Trip Zombies
◆ Shark in the Library!
◆ Sleeping Beauty
◆ Robin Hood, Time Traveler
◆ Red Riding Hood
◆ Rapunzel
◆ Puss in Boots
◆ Medusa Tells All: Beauty Missing, Hair Hissing
◆ Freestyle Fun
◆ Pandora Tells All: Not the Curious Kind
◆ Punk Rock Mouse and Country Mouse: A Graphic Novel
◆ Hansel and Gretel
◆ Chicken Little Saves the Moon Base: A Graphic Novel
◆ Johnny Slimeseed and the Freaky Forest
◆ The Goose that Laid the Rotten Egg: A Graphic Novel
◆ Believe Me, Goldilocks Rocks!
◆ No Lie, I Acted Like a Beast!
◆ Morning Mystery
◆ Johnny Slimeseed and the Freaky Forest
◆ Curse of the Red Scorpion
◆ Rapunzel
◆ Jak and the Magic Nano-beans: A Graphic Novel
◆ Goldilocks and the Three Vampires
◆ The Silver Spurs of Oz
◆ Peter Pan in Mummy Land
◆ Hansel and Gretel
◆ Rapunzel vs. Frankenstein
◆ Private Eye Princess and the Emerald Pea
◆ First Day, No Way!
◆ Beauty and the Dreaded Sea Beast
◆ Cinderella Stories Around the World
◆ Frog Prince
◆ Do Not Bring Your Dragon to Recess
◆ For Real, I Paraded in My Underpants!
◆ Olivia Bitter, Spooked-Out Sitter!
◆ Willy the Worm
◆ My Home
◆ Three Princesses
◆ The Frog Prince Saves Sleeping Beauty
◆ Sleeping Beauty
◆ Princess Bella's Birthday Cake
◆ Princess Addison Gets Angry
◆ The Tortoise and the Hare
◆ The Voice in the Boys' Room
◆ Servant and the Water Princess
◆ Because I Stubbed My Toe
◆ Yasmin the Builder
◆ New Kid from Planet Glorf
◆ Monster of Lake Lobo
◆ Golden Goose
◆ Dozer Strikes!
◆ Incredible Rockhead vs Papercut!
◆ Super-Powered Sneeze
◆ Up the President's Nose
◆ Blastoff to the Secret Side of the Moon!
◆ Hercules and the Pooper-Scooper Peril
◆ Witch's Brew
◆ Princess and Her Pony
◆ Day Mom Finally Snapped
◆ Boy Who Burped Too Much
◆ Secret of the Summer School Zombies
◆ Peek-a-Boo Dinosaurs
◆ My Little Bro-Bot
◆ Night of the Homework Zombies
◆ Max and Buddy Go to the Vet
◆ Invasion of the Gym Class Zombies
◆ Buzz Beaker and the Putt-Putt Contest
◆ Buzz Beaker and the Cave Creatures
◆ Lost Lunch
◆ Good, the Bad, and the Monkeys
◆ Frank 'n' Beans
◆ Little Lizard's New Baby
◆ Missing Monster Card
◆ Bus Ride Bully
◆ Buzz Beaker and the Cool Caps
◆ Eek and Ack vs the Wolfman
◆ Buzz Beaker and the Outer Space Trip
◆ Buzz Beaker and the Super Fast Car
◆ Snorkeling with Sea-Bots
◆ Buzz Beaker and the Race to School
◆ Jimmy Sniffles vs the Mummy
◆ Wright Brothers
◆ Double Trouble
◆ Dognapped!
◆ Fuchsia Fierce
◆ Do Not Bring Your Dragon to the Library
◆ My First Guide to Paper Airplanes
◆ Nose for Danger
◆ Helen Keller
◆ Thomas Edison: Physicist and Inventor
◆ People of the World
◆ Christopher Columbus and Neil Armstrong
◆ When Neil Armstrong Built a Wind Tunnel
◆ Jane Goodall
◆ Malala Yousafzai's Story
◆ Going to School: Comparing Past and Present
◆ Dinosaurs for Breakfast
◆ What Do You Think, Katie?
◆ Too Much RainRain
◆ A Is for Albatross
◆ Tricky Tooth
◆ The Best Baker
◆ Big Lie
◆ Jay-Z
◆ You Can Work in Music
◆ Spiders
◆ The Best Club
◆ I Can Reuse and Recycle
◆ How Effective Is Recycling?
◆ No Valentines for Katie
◆ Pony Party
◆ Piggy Bank Problems
◆ No More Teasing
◆ Moving Day
◆ Katie's Vet Loves Pets
◆ Drawing and Learning About Cats
◆ Moo, Katie Woo!
◆ Keep Dancing, Katie
◆ Katie's Spooky Sleepover
◆ Katie's Noisy Music
◆ Katie's New Shoes
◆ Katie Woo, Super Scout
◆ Katie Woo's Crazy Critter Jokes
◆ Katie Woo Has the Flu
◆ Katie Saves the Earth
◆ Katie Saves Thanksgiving
◆ Katie in the Kitchen
◆ Katie Goes Camping
◆ Mystery Coins
◆ Missing Trumpet
◆ Slime Attack
◆ Beach Bandit
◆ Crazy Clues
◆ Surprise Prize
◆ Ghost Sounds
◆ Katie Finds a Job
◆ Katie Blows Her Top
◆ Haunted House
◆ Alice in Wonderland
◆ Katie and the Haunted Museum
◆ Katie and the Fancy Substitute
◆ The Story of Ursa Major and Ursa Minor: A Roman Constellation Myth
◆ Katie and the Class Pet
◆ It Doesn't Need to Rhyme, Katie
◆ Helping Mayor Patty
◆ Goodbye to Goldie
◆ Nervous Night
◆ Good Morning, Farmer Carmen!
◆ Friends in the Mail
◆ Fly High, Katie
◆ Flower Girl Katie
◆ Daddy Can't Dance
◆ Cowgirl Katie
◆ Cartwheel Katie
◆ Boss of the World
◆ Boo, Katie Woo!
◆ Best Season Ever
◆ Happy Day
◆ Underworld Clash
◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆

【一連七集，第五】哈佛知識分享: Trade-offs 如何「取捨」?

你要取得更多，就要捨棄更多。「取捨」is tough, but you have to do it!

股神巴菲特 Warren Buffett 有句名言好影響我:

"The difference between successful people and really successful people is that really successful people say no to almost everything.‘’

成功及非常成功嘅人分別就係非常成功嘅人對絕大部分事情都係 say No.

識我嘅朋友都知道，我經常講:「我乜都唔識、乜都唔買! 我只買幾千萬以下香港嘅街舖。 我唔買樓、唔買工廈、唔買商廈、唔買農地、唔買車位/骨灰龕位、唔買大灣區、英國樓、非洲農地、 火星月球。 全部都唔買，送畀我都唔要。Again … 我只買港幣五六千萬以下香港的街舖仔。 香港有十萬間，買十世我都買唔晒! 呢世我只想買一千間。」

哈佛大學教授 Michael Porter 亦講過: “Strategy is making trade-offs in competing. The essence of strategy is choosing what not to do."

策略就係要以「取捨」去競爭。 策略嘅精髓就係要知道唔做乜!

上一集講過，何謂一個好嘅策略 Good Strategy? 教授 Michael Porter 話要經得起五個 Tests:

A distinctive value proposition 獨特的價值主張

A tailored value chain 度身訂造的企業價值鏈

Trade-offs different from rivals 同競爭對手不同的「取捨」

Fit across value chain 成條企業價值鏈的活動要配合

Continuity over time 持續性、持續性，不能一時一樣

今集同你講第(3) Trade-offs different from rivals 要贏，就要有同競爭對手不同的「取捨」。

What are trade-offs?

"Trade-offs are the strategic equivalent of a fork in the road. If you take one path, you cannot simultaneously take the other." by Michael Porter

「取捨就好似去咗一個交叉路口咁， 你只可以二選其一，唔可以兩條路都行晒。」

做生意，唔係多啲，就好啲。 多啲產品、 多啲服務、多啲客戶， 唔代表你就係好啲。 因為你營業額可能多咗三成， 但利潤反而可能無咗一半。 咁我就情願營業額細啲，利潤多一倍好過。 記住一開始嘅時候我話 Michael Porter 講過:

"Competition is not about being the BEST, not about MARKET SHARE. Competition is about being UNIQUE, about earning PROFITS" by Michael Porter

競爭唔係要做到最好，最大嘅市佔率。競爭係要做到最獨特，同埋賺到錢，長遠地賺錢。

幾年前我講過，香港週街都係髮廊，但點解有間特別唔同?

video …

QB House (Quick Barber) 就係做咗好多「取捨」 trade-offs ， 好多嘢唔做，但反而吸引咗一班想「快、靚、正」 ，但又唔想求求其其、 污糟邋遢剪個頭髮嘅繁忙上班一族， most likely 男士們、三四五十歲左近。10 minutes, just cut!

QB House 專注培訓、建立系統，令呢班目標顧客群由原本一兩三個月先剪個頭髮，而家一兩三個星期就去剪轉一轉。 剪快咗、剪多咗，就令QB House 同佢嘅髮型師雖然做少咗嘢，但反而收入及利潤上升。This is what I call "trade-offs", LESS IS MORE!

就係因為 QB House 嘅 Trades-offs 同一般髮廊嘅競爭對手唔同，當初首創新嘅經營模式係日本做到最獨特， 亦都解釋咗點解佢1996年由東京一間開始， 短短幾年間就能夠開到全球幾百間分店，2018年仲係東京証交所主板上市， 依家市值近20億港幣。 雖然有好多人想抄佢，QB House 嘅專注，佢 make 嘅 trade-offs 至今依然令佢每年生意額都上升，到今日都保持住係「速剪」行業嘅領導地位。

我成日都話，「當你乜都做，等如你乜都唔做!」 …. 因為你無樣嘢做得好、無樣嘢做得專。When you please everybody, you please nobody. 做生意要「取捨」，唔放手，唔會得到更多。

可能你會覺得 Just-Cut, QB House 都做咗啦。 做髮廊仲可以點變? 根據 Michael Porter，大把方法變。 最緊要就係，唔係人做你做。Your trade-offs have to be different from your rivals, then you have a strategy.

你嘅「取捨」要同你競爭對手唔同，咁你就有好策略。人哋 Just-Cut, 咁你可唔可以 Just Perm 電髮? Just Color 染髮? Just Blow Dry 吹頭?

唉! Just Blow Dry? 美國加州有間咁嘅髮廊 …

佢就好似係 QB House 嘅翻版，但係 No Cuts No Color, Just Blowouts. 齋吹頭! 美金$40，45分鐘時間，班目標顧客群，即係長頭髮嘅二三四五十歲女士們， 就可以 enjoy 喺個輕鬆嘅環境洗下頭、按下頭、吹下頭、飲杯 champagne、聽下音樂、Relax 下，就有個清神爽利嘅頭見人!

因為做得夠專，懂得運用 Michael Porter 所指嘅 trade-offs ，同一般髮廊競爭對手唔同嘅 trade-offs, 好多女士就個個禮拜去幫襯，relax relax 下。2010年由美國加州第一間店開始， 十年間，全美開超過一百間分店， 擁有超過5000個髮型師， 每次美金$40，每個月幫緊20萬個客人吹頭。 淨係吹頭，依家營業額每年超過一億美金。

全球最大嘅傢俬公司，IKEA， 又係另一個Michael Porter 所指 Trade-Offs 嘅典型例子。佢由產品設計 (自己裝嵌)、產品種類 (簡單得來又多幾樣選擇)、 自己推住架車嘅購物模式、至到客戶服務 (間舖頭永遠唔易搵到人幫手，人客自己搞掂，慳番啲成本，換取平啲價錢)，到最後排隊畀錢、自己包裝、抬件貨返屋企 …. 如果唔係送貨要額外收費 (無得免費)。IKEA 成條嘅企業價值鏈 value chain 都係同其他一般嘅傢俬公司好唔同，有好唔同嘅 Trade-offs 取捨。

IKEA 嘅「取捨」，就能夠吸引咗一班 “with a thin wallet" 想價錢平，但又想 good design, 唔介意自己辛苦做多啲， 工餘時間，甚至乎自己花成日裝嵌埋嘅顧客。IKEA 明白佢唔會 serve 晒所有人。 我以前係美國讀大學、 或者啱啱出嚟 New York 做嘢，都好鍾意去 IKEA 買嘢，因為平! 而家? 叫我花成日嵌件傢俬，睬你都傻! I was an IKEA Customer, but not anymore! It's OK, you cannot please everybody! 做生意就係個「取捨」! 賺到錢就得啦。

美國最賺錢嘅航空公司 Southwest Airlines 西南航空都係一樣，No first class, No meals, No assigned seats, No baggage transfer, No planes other than Boeing 737s, No International Flight … so on and so forth.

無頭等、無飛機餐、無預設定座位、無行李轉運 、除咗波音737乜嘢客機都無、無國際航線。 仲有好多都比一般其他航空公司無。

但就係因為「冇」， 運動複雜程度及成本下降，Southwest 就可以專注做以下幾樣嘢特別好，就係「平」、「快」、「準時」、員工做得開心自然服務態度更好。其他乜都無， 但未必個個客人都啱!

於是 Southwest 有個好出名嘅 "Pen Pal" 故事，就有位乘客 Mrs. Crabapple， 經常好唔滿意 Southwest Airlines 乜都冇，無頭等、無飛機餐、無預設定座位、無行李轉運等等等等， 經常寫信去 Southwest 投訴，呢個「筆友」"Pen Pal" 個個客戶服務部同事都怕咗佢， 寫完又寫， 回覆左又寫，投訴完又投訴。 直至客戶服務 部嘅同事們都冇計， 叫當時嘅CEO/創辦人 Herb Kelleher 回覆。佢點寫? 真人真事! 60秒內，佢回覆:

“Dear Mrs. Crabapple. We will miss you. Love, Herb." 即係話，請佢走， 唔好再返來!

聽落好似好搞笑，但Michael Porter 話呢個係一個典型嘅 trade-offs 例子，you cannot please everyone. 記住，一開始嘅時候，我講過:

"Strategy is making trade-offs in competing. The essence of strategy is choosing what not to do." by Michael Porter.

策略就係要以「取捨」去競爭。 取捨嘅精髓就係要知道唔做乜!

"When you try to offer something for everybody, you tend to relax the trade-offs that underpin your competitive advantage." by Michael Porter.

當您嘗試做曬所有嘢去服務每一個人，你嘅「取捨」就會減少， 同時亦都會減少你嘅競爭優勢。

善用 Trade-offs 「取捨」去增強自己競爭力嘅機會隨處都係，爭在你願唔願意「放手」，先能夠取得「更多」。

包括我自己在內， 如果我乜嘢地產項目都投資，有賺錢就買， 甚至乎集資錢多地盤都搞埋， 我只係一個三四流嘅地產發展商。 我點同新鴻基/恒基/長實打呢? 但我專注幾千萬以下嘅香港街舖，我就係一個一流嘅商舖基金公司， 全香港人， 包括所有大嘅地產發展商，係街舖買賣都唔會夠我來。 社運/肺炎後，全香港買賣舖無人夠我哋多，呢個係事實!

"Trade-offs are choices that make strategies sustainable because they are not easy to match or to neutralize." by Michael Porter.

「取捨」會令到策略更有持續性，因為競爭對手 好難去複製或抵消你嘅優勢。特別是你嘅 first mover advantage 先行者優勢。

我係香港第一個商舖基金，就永遠都係香港第一個商舖基金。只我哋專注，未來幾十年，我知道係香港嘅街舖，無人會動搖到我哋嘅領導地位。

即是有人入嚟炒，Michael Porter 話新入嚟嘅 「模仿者」好多時都只係做 Straddling 跨騎， 即係好似「一腳踏兩船」咁， 自己本身嘅本業又做，商舖又做，結果兩邊都做唔「專」。

就係因為有自信我先咁講。因為好似今集一開始咁講，根據 Michael Porter 嘅 "Trade-offs different from rivals"， 我哋係放棄咗好多嘅嘢，同競爭對手大大唔同，先能夠建立到我哋今日係香港街舖嘅領導地位。 只要我哋專注，我哋嘅基金投資者會賺錢! I know it. 但如果有一日，我開始搞工廈、搞商廈、搞地盤、搞英國樓、搞埋茶餐廳、 補習社 、 酒樓、酒店等， 就係投資者應該攞錢走嘅時候! 乜都做，就開始等如乜都唔做!

你呢? What are your trade-offs? 你的「取捨」同競爭對手有咩唔同呢? 抑或人做你做，人客想要乜，你就俾佢乜呢?

There is no problem with that! 第一集一開始我就話，99%嘅公司都係咁，養家活兒可能好多年都冇問題， 但根據 Michael Porter，你只係停留係第二個 S - Sustaining 持續緊嘅階段。 做好多年，搵到食，但可能仍然冇人識你，無突破。Survive, Sustain, 但要去到第三個 S, Succeed, I mean Super Successful 好似一支箭咁標上去，等如以上 QB House, DryBar, IKEA, Southwest Airlines 咁，你就要有 strategy 策略。 你嘅「取捨」trade-offs 要同競爭對手截然不同。

李小龍嘅名言，亦都係掛喺我公司office嘅唯一名言: "I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times."

李小龍唔怕嗰啲踢過一萬種唔同腳法嘅人。但佢怕嗰啲踢過一種腳法一萬次嘅人。 你嘅腳法又點呢? 有興趣一齊研究下點做? 聽多啲 Michael Porter，就來我星期六嘅早餐會啦! 下集我再同你講 (4) Fit across value chain 成條企業價值鏈的活動，如何配合去增強你的競爭優勢?

。。。。。

My hobby 《星期六早餐會》!

九/十月份早餐會 Topic: Applying "Michael Porter" to your business: How to compete and win!

哈佛分享: 如何應用「米高波特」於你盤生意? 點競爭? 點贏?

講起哈佛策略教授， 無人出名過 Michael Porter. 有幸我2017年在哈佛親身上過他教的課程， 今次早餐會同你分享，希望對你做生意亦有所啟發。

有興趣參加啦 😃 每次限四位 (包括我)。 人多傾唔到計。

9月份，逢星期六早上9時開始，約三小時。地點中環。

對象: 中小企老闆/創業者/公司管理層，連我限4位。

有興趣參加的話，請 whatsapp 你的名片給 Suki (我助手) (+852) 5566 1335。

我唔係靠呢行搵食，免費，我請食早餐 😉 Be friends ..... 有機會到時見你。李根興 Edwin

www.edwinlee.com.hk
www.bwfund.com

聯絡李根興 whatsapp (+852) 90361143

#michael_porter #競爭策略

🌻
美國聯準會（Fed）在美東時間22日下午2時（台灣23日凌晨2時）宣布利率維持在趨近零的水準，但暗示升息可能會比預期來得快一些，同時也大幅下修今年的經濟展望。

https://udn.com/news/story/6811/5764746

🌻Adobe(ADBE)電話會議內容讀後感

ADBE前兩天發表財報了.

這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)

另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.

而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/

接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.

🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039

這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp

"《華爾街日報》的相關調查顯示，這家社交媒體巨頭心知肚明，其平台會傷害用戶，而且是以該公司常常完全了解的方式造成傷害。目前，全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安：據《華爾街日報》報導，Facebook的內部研究顯示，在報告稱有過自殺念頭的青少年中當中，有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"

另一篇相關新聞:
https://www.thenewslens.com/article/156683

"《華爾街日報》於13日揭露Facebook的XCheck系統，也就是內部系統中的VIP名單，數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"

"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統，即使發布明顯的不當內容，也不會立即被刪除。《衛報》報導，Facebook的獨立監督委員會表示，在閱讀該篇報導後，決定要審查XCheck系統，並要求Facebook對其進行報告與解釋。"

🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.

很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.

前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.

就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).

我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.

“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)

Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/

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\新刊！魔法のてぬきおやつの続編が発売になりました♪/
『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』
↓↓
https://www.amazon.co.jp/dp/4847070267

電子版も同時発売になりました！
↓↓
https://www.amazon.co.jp/gp/product/B08T14M8HH


\お陰様で再度重版していただき10万2千部に！本当に本当にありがとうございます！/
『世界一ラクチンなのに超美味しい！魔法のてぬきごはん』
↓
https://www.amazon.co.jp/dp/4847099621


\15万8千部突破!!お菓子レシピ本大賞♪/
『材料２つから作れる！魔法のてぬきおやつ』
↓
https://www.amazon.co.jp/dp/484709879X/

Amazon、その他ネット書店、全国の本屋さんで販売していただいております！
ぜひチェックしていただけると嬉しいです♪

〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓



▽〝ピーマンピザ〟の詳しいレシピはこちらのブログから♪
『てぬキッチンのブログ』⇒ https://www.tenukitchen.com/entry/2021/08/30/220706

▽twitterもやっているので、もし『てぬキッチン』のレシピをお試し頂いたら、＃てぬキッチン　をつけて投稿してもらえると嬉しいです♪
『てぬキッチンのtwitter』⇒ https://twitter.com/tenu_kitchen


【ピーマンピザ】
今日は、ピーマンが少し冷蔵庫に残っていたり、簡単に一品作りたい時にオススメの『ピーマンピザ』を作りました！
ピーマンが土台のピザなのでとてもヘルシー！オリーブオイルを垂らしてからしっかり焼くことでとてもジューシーに仕上がります。
想像通りの間違いない味に仕上がるので、簡単おつまみにもぴったり！ぜひ中途半端にピーマンが余っている時やもう一品欲しいなって時にお気軽にお試しください。

〈材料〉１人分
ピーマン 1個
オリーブオイル 小さじ1
ピザソース お好みの量
ピザチーズ  お好みの量

▽チャンネル登録はこちらから♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1

【green pepper pizza】
Today, I made a recommended "green pepper pizza" when some bell peppers are left in the refrigerator or you want to make one easily!
Very healthy because the peppers are the base pizza! Drip olive oil and bake it well to make it very juicy.
The taste is as you would expect, so it's perfect for easy snacks! Please feel free to try it when you have some bell peppers left halfway or when you want another one.

〈INGREDIENT〉for1
1 bell pepper
1 teaspoon olive oil
Pizza sauce your favorite amount
Pizza cheese your favorite amount

▽Subscribe to my channel♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1


◎お仕事の依頼等はこちらまで→tenukitchen_tenukin@yahoo.co.jp

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2021/08/15（紀實型原著）

#時空療癒術 #路徑光化術 #靈魂伴侶
#Soulmate #TimeWork#夢見熨斗

*夢、熨斗：象徵家的條理與愛情的溫暖。
*Dream, iron: symbolizes the organization of the family and the warmth of love.
/.原著 王大喜（Rasta Wang)


*今日章節；Daily Chapter:
「親愛的弟兄啊，一切的靈，你們不可都信，總要試驗那些靈是出於神的不是，因為世上有許多假先知已經出來了。 凡靈認耶穌基督是成了肉身來的，就是出於神的；從此你們可以認出神的靈來。 凡靈不認耶穌，就不是出於神，這是那敵基督者的靈。你們從前聽見他要來，現在已經在世上了。 小子們哪，你們是屬神的，並且勝了他們；因為那在你們裏面的，比那在世界上的更大。 他們是屬世界的，所以論世界的事，世人也聽從他們。 我們是屬神的，認識神的就聽從我們；不屬神的就不聽從我們。從此我們可以認出真理的靈和謬妄的靈來。 親愛的弟兄啊，我們應當彼此相愛，因為愛是從神來的。凡有愛心的，都是由神而生，並且認識神。 沒有愛心的，就不認識神，因為神就是愛。 神差他獨生子到世間來，使我們藉着他得生，神愛我們的心在此就顯明了。 不是我們愛神，乃是神愛我們，差他的兒子為我們的罪作了挽回祭，這就是愛了。 親愛的弟兄啊，神既是這樣愛我們，我們也當彼此相愛。 從來沒有人見過神，我們若彼此相愛，神就住在我們裏面，愛他的心在我們裏面得以完全了。 神將他的靈賜給我們，從此就知道我們是住在他裏面，他也住在我們裏面。 父差子作世人的救主；這是我們所看見且作見證的。 凡認耶穌為神兒子的，神就住在他裏面，他也住在神裏面。 神愛我們的心，我們也知道也信。 神就是愛；住在愛裏面的，就是住在神裏面，神也住在他裏面。 這樣，愛在我們裏面得以完全，我們就可以在審判的日子坦然無懼。因為他如何，我們在這世上也如何。 愛裏沒有懼怕；愛既完全，就把懼怕除去。因為懼怕裏含着刑罰，懼怕的人在愛裏未得完全。 我們愛，因為神先愛我們。 人若說「我愛神」，卻恨他的弟兄，就是說謊話的；不愛他所看見的弟兄，就不能愛沒有看見的神。 愛神的，也當愛弟兄，這是我們從神所受的命令。」
‭‭約翰一書‬ ‭4:1-21‬ ‭CUNP-神‬‬

「Beloved, believe not every spirit, but prove the spirits, whether they are of God; because many false prophets are gone out into the world. Hereby know ye the Spirit of God: every spirit that confesseth that Jesus Christ is come in the flesh is of God: and every spirit that confesseth not Jesus is not of God: and this is the spirit of the antichrist, whereof ye have heard that it cometh; and now it is in the world already. Ye are of God, my little children, and have overcome them: because greater is he that is in you than he that is in the world. They are of the world: therefore speak they as of the world, and the world heareth them. We are of God: he that knoweth God heareth us; he who is not of God heareth us not. By this we know the spirit of truth, and the spirit of error. Beloved, let us love one another: for love is of God; and every one that loveth is begotten of God, and knoweth God. He that loveth not knoweth not God; for God is love. Herein was the love of God manifested in us, that God hath sent his only begotten Son into the world that we might live through him. Herein is love, not that we loved God, but that he loved us, and sent his Son to be the propitiation for our sins. Beloved, if God so loved us, we also ought to love one another. No man hath beheld God at any time: if we love one another, God abideth in us, and his love is perfected in us: hereby we know that we abide in him and he in us, because he hath given us of his Spirit. And we have beheld and bear witness that the Father hath sent the Son to be the Saviour of the world. Whosoever shall confess that Jesus is the Son of God, God abideth in him, and he in God. And we know and have believed the love which God hath in us. God is love; and he that abideth in love abideth in God, and God abideth in him. Herein is love made perfect with us, that we may have boldness in the day of judgment; because as he is, even so are we in this world. There is no fear in love: but perfect love casteth out fear, because fear hath punishment; and he that feareth is not made perfect in love. We love, because he first loved us. If a man say, I love God, and hateth his brother, he is a liar: for he that loveth not his brother whom he hath seen, cannot love God whom he hath not seen. And this commandment have we from him, that he who loveth God love his brother also.」
‭‭1 John‬ ‭4:1-21‬ ‭ASV‬‬

*共感意識同時性創作、
On parallel common sensation art work, synchronized as、
片尾曲、
“Taiwan”
/.Yellowstix
https://music.apple.com/us/album/taiwan/1575525214?i=1575525215

（目前專注於療癒及生命紀錄，也恢復線上諮詢及捐款，如需手術請至以下官網詳閱。☀️🙏)

Donation for us as below（樂捐）:
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E.SUN Multi-Currency Deposit
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Dream Walker: RastaWang.com
（夢行者,™，醒夢人）

〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓

\新刊！魔法のてぬきおやつの続編が発売になりました♪/
『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』
↓↓
https://www.amazon.co.jp/dp/4847070267

電子版も同時発売になりました！
↓↓
https://www.amazon.co.jp/gp/product/B08T14M8HH


\お陰様で再度重版していただき10万2千部に！本当に本当にありがとうございます！/
『世界一ラクチンなのに超美味しい！魔法のてぬきごはん』
↓
https://www.amazon.co.jp/dp/4847099621


\15万8千部突破!!お菓子レシピ本大賞♪/
『材料２つから作れる！魔法のてぬきおやつ』
↓
https://www.amazon.co.jp/dp/484709879X/

Amazon、その他ネット書店、全国の本屋さんで販売していただいております！
ぜひチェックしていただけると嬉しいです♪

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▽〝豚バラときゅうりの梅和え〟の詳しいレシピはこちらのブログから♪
『てぬキッチンのブログ』⇒ https://www.tenukitchen.com/entry/2021/08/05/222248

▽twitterもやっているので、もし『てぬキッチン』のレシピをお試し頂いたら、＃てぬキッチン　をつけて投稿してもらえると嬉しいです♪
『てぬキッチンのtwitter』⇒ https://twitter.com/tenu_kitchen


【豚バラときゅうりの梅和え】
今日は、レンジで簡単にできて夏にぴったりの『豚バラときゅうりの梅和え』を作りました！
豚バラで食べ応えがありつつも梅でサッパリしているので、暑い時期に食べたくなる一品！めんつゆと鰹節で旨味も濃厚で、パクパク食べられます。
おつまみにもあと一品欲しいときにも、めっちゃ簡単なのでぜひお試しください♪

〈材料〉一人分
豚バラ肉 50g
きゅうり 1本
梅干し 1個
めんつゆ(4倍濃縮) 小さじ1と1/2
ごま油 小さじ1/2
かつおぶし 1/2袋

▽チャンネル登録はこちらから♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1

【Pork ribs and cucumber with plums】
Today, I made "Pork ribs and cucumber with plums" that can be easily cooked in the microwave and is perfect for summer!
It's a dish that you'll want to eat in the hot season because it's refreshing with plums while being satisfying with pork belly! Mentsuyu and dried bonito flakes have a rich flavor and can be eaten crisply.
If you want a snack or another item, it's really easy, so please try it ♪

〈INGREDIENT〉for1
Ribs 50g
1 cucumber
1 pickled plum
Mentsuyu (4 times concentrated) 1 and 1/2 teaspoon
1/2 teaspoon sesame oil
1/2 bag of dried bonito

▽Subscribe to my channel♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1


◎お仕事の依頼等はこちらまで→tenukitchen_tenukin@yahoo.co.jp

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