Affirm抱到了另一支超級大腿Amazon,要和亞馬遜合作先買後付BNPL,股價盤後爆噴35%
https://www.cnbc.com/2021/08/27/amazon-partners-with-affirm-for-first-buy-now-pay-later-option.html
之前介紹Affirm的文章有提到他們跟另一個巨頭Shopify的合作
https://ieobserv.com/AFRM_Vocus
同時也有1部Youtube影片,追蹤數超過24萬的網紅Kyle Le Dot Net,也在其Youtube影片中提到,Sites like social blade are estimations. There are many factors when determining Youtube money Just google is "Social Blade Money accurate" and see fo...
「buy first pay later」的推薦目錄:
buy first pay later 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻🔥
這一兩個月開始, 常會有人在我貼文的留言處(comments)發文, 說我有群組, 會收費報明牌.
首先, 謝謝對方的抬愛, 不過有些事情我想澄清:
1. 我不是老師😅
2. 我從來不收費
3. 我一向的態度是buy and do homework(做功課). 我會介紹公司, 也會聊我對公司的看法, 但最終還是要回歸到, 由訊息接收者去做功課, 由自己來決定公司的好or不好.
🌻分享一下我平常看個股基本面(fundamental)的資料來源.
除了公司的年報, 財報, 財經刊物外, 我也會看劵商網站提供的報告.
比較了幾間劵商網站的基本面報告來源(p.s.網站也會提供技術面, 不過這邊只提基本面的報告):
Charles Schwab:
Argus, Briefing.com, Credit Suisse(瑞銀), Economist Intelligence, MarketEdge, Morningstar(晨星), Reuters, CFRA (Formerly S&P) and Vickers.
E*Trade (好像只有居住在美國的投資人才可以開戶):
主要有Morgan Stanley的報告; 也有TipRank分析師對個股的評價
(這家也是我的首選)
First Trade:
主要有Morningstar的報告
TDAmeritrade:
New Construct, Ford Research, CFRA, The Street
🌻Transitory
聯準會一直說通膨是暫時的/過渡的. 媒體中最常出現的就是"transitory"這個字了.
上周的財報結果, 也有一個暫時的/過渡的例子.
這次PYPL大跌主要的原因, 就是跟eBay的合作關係要終止了, 而且eBay在這季對業務的TPV影響比想像中的大(This quarter, eBay had a much greater effect on our TPV than in the first quarter).
不過高層有說, 與eBay脫鉤是很早之前就知道的事情了(We always knew these revenues were moving away, it's just a matter of timing and now we've got kind of what we think is the right case, a 100% in third quarter and then from there on in, those pressures abate), 而且來自eBay的營收&交易量占比越來越少:
--營收占比: Q1 22%; Q2 13%
--交易量: eBay represented 4% of our volume in Q2, down 512 basis points from last year
沒有eBay的交易量, PYPL的交易量成長也還是很高(Excluding eBay, our volumes grew by a remarkable 48% on a spot basis); 營收成長也不差(Excluding eBay, our revenues grew at approximately 32%(包含eBay的話, 營收成長是19%)).
另一個大跌的原因, 也是因為上面的情況, 所以沒有如之前一樣提高財測(預估Q3的營收成長約為14%).
不過PYPL其他基本面無異常. 可放心buy the dip. 供參.
另: 今天也有Square收購澳洲Buy Now Pay Later的公司Afterpay的新聞:
https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html
而PayPal也有在澳洲做了Buy Now Pay Later的佈署(from這季的電話會議內容):
"Australia is now fully deployed and off to a strong start with additional countries in Europe, slated to rollout later this year."
🌻美國生活
這次進城, 到了一些餐廳, 會看到貼出告示, 說因為缺工, 請大家耐心等候.
今天的新聞也有了這樣的報導:
https://www.youtube.com/watch?v=Za1geuvVx4Y
🌻附上本周發表財報公司一覽表
Pictures:
1. 餐廳缺工, 請大家耐心的告示
2. 一個有趣的歷史. 這地方本來是密西根州立(精神)醫院, 現在變成了公寓, 以及一些商家聚集的地方.
這地方也是密西根第一個有電力的地方(好像是愛迪生拿來測試直流電的場所)(愛迪生跟福特是朋友, 愛迪生也會來密西根找福特)
3. from earningswhispers.com
buy first pay later 在 BusinessFocus Facebook 的最佳貼文
【追蹤 MarketFocus 看更多詳盡財經及投資分析】
【#BF投資焦點】根據蘋果官方網站發布的求職公告提到,蘋果正在美國招聘擁有至少5 年在具有「另類支付」工作經驗的業務發展經理。蘋果正在尋找的替代支付的人才。 將來可能負責包括數字錢包,「先買後付」(Buy Now, Pay Later),快速支付和加密貨幣等等的計劃。蘋果對加密貨幣的看法已經轉變, 或者會加快投入對加密貨幣的相關計劃。亦可能為進軍NFT以及點對點支付埋下伏線。而這位業務發展經理,可能需要負責領導包括數字錢包,先買後付(BNPL),快速支付以及加密貨幣等項目。日常工作可能會包括尋找潛在合作夥伴,談判及交易。它還將與Apple Pay團隊合作。 領導着Apple的電子錢包,支付和商務團隊展開新計劃。
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buy first pay later 在 Kyle Le Dot Net Youtube 的最佳貼文
Sites like social blade are estimations. There are many factors when determining Youtube money Just google is "Social Blade Money accurate" and see for yourself. Think for yourself and don't believe one hater (with a history of hating on other more successful youtubers) with wrong and jealous intentions. I focus on making videos about my friends and Vietnamese people all over the world and my life. Use logic and make your own decision based off of how many great videos, all the people i've helped, , and inspired to visit their motherland through videos I've produced and the hundreds of good people I've featured on my channel and not some false accusations.
When people are jealous of you, they can find a million reasons to hate on you from a single word to your years of work. Don't be fooled by slander, lies, and exaggerations about Kyle Le and Yevato from people with agendas to grow their own channel. The depth, quality, and quantity of our current videos should paint a picture of who we are, not rumors and attempted hit pieces from people who never met us or don't even know us personally. It's easy to hate when you don't understand the whole picture and use only your own narrow bitterness and resentment of people better than you because they worked harder to make more and better content than you.
Kyle Le's story
I graduated with a degree in history and moved to Vietnam to teach high-school history because I've always had a passion to teach, wanted to explore the motherland, and to share a global language to my people. I only had 1,000 dollars and a ton of student debt to my name when I moved over right after graduating university. Fortunately, I met my friend and room mate John of many years who first allowed me to stay in his kitchen for three months. When I worked more I was able to afford my own place (with other roommates) After a year I was ready to go home, but then I met Yevato OldBoy who gave me an opportunity to work more. Then, I started working 14-15 hour days 6-7 days a week- sometimes going without a day off for months. (Videos were filmed during holidays and vacations and released months later. I grinded hard for years to have a better life for myself and kept making YouTube videos to share my experiences. When more opportunities came through YT, I decided to lessen my teaching load to focus more on videos. Everything I do is for YouTube. From shoes to walk to film, to new cameras to make better videos, to investing in a quiet and safe place to live to edit videos. If you think around 1500USD (earnings vary every month depending on ad views) is enough for Vietnam, you're not wrong, but it's not enough to produce content from all over VN and Asia. And not enough for a stable life . Traveling is expensive, Travel for videos is even more expensive. Videos do not make themselves. This is why there has never been another YouTube channel as in-depth as this one about Vietnam and Viet Kieu featuring Vietnamese people from all over the world. This is a business and I'm investing myself and my money into it. I have nice things because I worked for them. Also, Patreon has been helpful to the growth and quality of videos. More money = more travel = more videos.
Many years ago my mechanic hit a young girl who ran out into the streets. It was not his fault nor was it my fault. I was saving up money to buy a better bike for myself and I was upset that I had to pay almost 1000 dollars for something I had nothing to do with. I still paid even though I was worried about getting scammed. There was no cover up. I blogged about it. If I wanted to hide it, why would I publicly post it? I also blogged about helping them and paying for her medical bills just a few posts later and why wasn't that mentioned in the hit piece against me?
I was a very angry and bitter person when I was younger. I always looked at the world as if it was against me. My jokes and satire were immature and at times distasteful. But I evolved and grew up and spending more time with OldBoy and his family allowed me to become a more positive person. It improved my videos, my networking, and my life. The 22-25 year old me is not the 27 year old me. Actions, words, jokes, comments in the past don't reflect the current me or my views on Vietnamese people or Vietnamese women. That video was taken down quickly after it was uploaded because I realized my immaturity. It is no longer online or on my channel Again, my early views and ignorance new to Vietnam do not reflect who I am today.
SPECIAL THANKS TO OUR PATREON SUPPORTERS.
http://www.patreon.com/KyleLe
http://www.patreon.com/Yevato101
Where some donations, sponsorship, and Patreon go towards:
Vietnamese People Stuck in Cambodia:
https://www.youtube.com/watch?v=62Qzt...
Blind Village of Vinh Chau: https://youtu.be/G-Ovjz807fw
Long Lost Sister: https://www.youtube.com/watch?v=ZcwMD...
Fire in Saigon: https://www.youtube.com/watch?v=6bhmP...
buy first pay later 在 Is buy now, pay later a sustainable business model? | FT Tech 的推薦與評價
Pandemic lockdowns accelerated the already growing popularity of buy now pay later transactions. But for the operators behind these ... ... <看更多>