Today’s episode is gonna be a huge treat for you guys! We tried out 3 hidden gems and one of them has a very special giveaway just for you! So watch till the end or read the caption to find out how to win!
1. Fest
Fest is a newly opened cafe in TTDI that serves coffee, cold brews and meals with a delicious twist! They take staples and make it their own so you know you’re in for a delicious feast! We’re still not over their chicken waffle.
2. OAG
OAG aka Original Ayam Goreng is a fast food restaurant with a retro concept! They serve fried chicken, burgers and even local favourites like nasi lemak and briyani! Their restaurant is pretty cool too so do pop by if you’re in the area or get it delivered to your home! Use the promo code, ILOVEOAG to get 10% off your order! Order here: https://originalayamgoreng.geniuspos.com.my/
3. Soyya
All you soya lovers out there, this is for you! If you’re craving for a wide variety of soy based drinks that are rich, creamy and healthy - Soyya is the place to check out! They even have tofufa and bottled drinks which can be kept in the fridge for up to 7 days. Okay, okay - we share the good stuff with you guys.
Soyya is giving away 5 sets of their bundle packs and here’s what you gotta do to win!
1. Share this episode on your IG story
2. Follow their IG page (https://www.instagram.com/soyyamalaysia/) and comment on their giveaway post!
5 lucky winners will be picked! Good luck!
We release new episodes Duduk Rumah Eats every other day so make sure you follow us so you don’t miss out on these makan recommendations. #KitaJagaKita and support our local F&B businesses!
同時也有60部Youtube影片,追蹤數超過44萬的網紅Kazuya Sakoda,也在其Youtube影片中提到,[NEW] Relieve neck stiffness in 3 seconds! https://youtu.be/Ct27-Wk3_0k "Eliminate back pain and stiff shoulders from the world" Online manipulative...
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- 關於confirm with you 在 Facebook 的最讚貼文
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- 關於confirm with you 在 Facebook 的精選貼文
- 關於confirm with you 在 Kazuya Sakoda Youtube 的精選貼文
- 關於confirm with you 在 Japanese Food Music Youtube 的最佳貼文
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- 關於confirm with you 在 Which is correct: "confirm with somebody" or "confirm to ... 的評價
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🌻
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/
confirm with you 在 Facebook 的精選貼文
Okay so this is what using Belif's Manology: Aqua Bouncing Water Lotion and Moisturising Bomb feels like! 😂😂
If any of you reading this are in your late 20's or 30's, then you confirm going through a lot of stress in life and for your skin 😨🚨 With ingredients such as sage, chamomile and field balm, these products can make you feel like you're in a waterfall even though you're living in a desert! 🏜️🏝️
Belif Malaysia #belifmalaysia #believeintruth #beliftrueingredients #Manology
confirm with you 在 Kazuya Sakoda Youtube 的精選貼文
[NEW] Relieve neck stiffness in 3 seconds!
https://youtu.be/Ct27-Wk3_0k
"Eliminate back pain and stiff shoulders from the world" Online manipulative salon
https://www.seitaiin-kazu-salon.fants.jp
On the Kazuya Sakoda YouTube channel,
Starting today, I am posting mainly information on how to eliminate back pain and stiff shoulders, how to improve posture, and how to eat, which are useful for your health.
▷ Today's theme
[NEW] Relieve back pain in 3 seconds!
▷Table of Contents
0:00 OP
0:26 Gymnastics commentary
1:35 Why did you get rid of your back pain?
2:54 Stretch commentary for sustained effect (right side)
5:07 Stretch commentary for sustained effect (left side)
6:45 Confirm the effect
7:14 Summary
▷ Click here to subscribe
https://www.youtube.com/channel/UCQJ17IwkU2JNvY-85MNHwwQ?sub_confirmation=1
↑ ↑ ↑
You will receive a notification every time you press the bell mark.
▷Recommended related videos
[Tokushima back pain] Reasons why you should not massage
https://youtu.be/f9-lBUDzyNA
Easy 1 minute! Stretching to eliminate back pain
https://youtu.be/WDtfQHDjm7U
[Danger] Back pain stretch that should never be done!
https://youtu.be/kxlxi-sHcQI
If you have a backache, do this. The easiest way to recover your back in the world
https://youtu.be/DB-ZgWjOERM
[How to cure sciatica] How to eliminate sciatica in 3 seconds
https://youtu.be/baofGv0f_uk
<Overseas related videos>
7 Stiff Shoulder Stretches & Exercises - Ask Doctor Jo
https://www.youtube.com/watch?v=TIvREhFgho0
Yoga for Neck and Shoulder Relief - Yoga With Adriene
https://www.youtube.com/watch?v=SedzswEwpPw
Understanding Shoulder Pain and How To Fix It
https://www.youtube.com/watch?v=B4UYaumLy90
How to Fix “Low Back” Pain (INSTANTLY!)
https://www.youtube.com/watch?v=DWmGArQBtFI
11 Best Lower Back Stretches For Pain & Stiffness
https://www.youtube.com/watch?v=CdCClhtKH2Q
▷Inquiry
Fujisawa Tsujido's Chronic Low Back Pain Specialized Manipulative Institute Wa -KAZU-
https://seitaiin-kazu.com
Click here for KTR accredited hospitals nationwide
https://kazu-ktr.com/instructor/
▷Profile
Seitaiin Kazu -KAZU- Director
Judo rehabilitation teacher, fascial yoga instructor, professional fasting meister
What is the healer Kazuya Sakoda?
https://youtu.be/oJGPuMqlb_Q
Fujisawa Tsujido's only "chronic low back pain" specialized manipulative clinic
"Ad hoc" back pain treatment quit with Sassa,
Don't you think "I really want to cure"?
Over the past 15 years, he has experienced treatment for back pain for more than 50,000 people.
Performing treatment for the "cause" of pain, not relieving the pain on the spot
Propose "fundamental improvement".
The cause of pain is not in the painful place! Under the motto, we are carrying out a back pain eradication luck operation battle all over Japan.
Relieving pain with treatment is a passing point.
The true treatment is to build a body that does not return pain.
Tips for improving back pain as a back pain buster,
We will actively inform you about self-care by fascial yoga and stretching to prevent recurrence.
http://seitaiin-kazu.com
General Incorporated Association Molecular Consistency Medicine Beauty and Food Education Association Shonan Central Branch Manager
Professional Fasting Meister
Ultimate health method "fasting"
We will guide you through mineral fasting (enzyme fasting) that you can practice more safely and with peace of mind based on molecular matching medicine.
I spend my time without any regular meals, but during that time I replenish the minimum amount of calories, minerals and vitamins needed from the fasting drink, so it is a feature that I can do it safely and reasonably.
If sleep is a rest for the "brain", fasting is a rest for the "internal organs" and a "cleaning of the body". Why don't you take this opportunity to take this opportunity to clean up the internal organs that have never been rested since you were born?
By being cleaned cleanly, you will be awakened from the inside.
From the charm of Fasting as an Expert Fasting Meister, we will give you tips for daily diet, improvement of constitution, and detoxification.
http://kazu-fasting.com
#Low back pain #Erase in 3 seconds #Gymnastics # #Manipulative clinic
confirm with you 在 Japanese Food Music Youtube 的最佳貼文
#ASMR、#relax、#sukiyaki
Please note that if you use a raw egg, you confirm that you can eat raw.
I used a raw egg that is ready to eat.
Today, I'm going to make "KANSAI STYLE SUKIYAKI".
There are two kinds of sukiyaki recipe in Japan.
The one is kanto style and the other is kansai style.
The biggest difference between them is using "Warishita sauce" or not.
# Ingredient ( for 2 or 3 )
- Japanese leek 100g
- Shungiku 150g
- Maitake mush room 80g
- Shimeji mushroom 80g
- Enoki mushroom 80g
- Firm tofu 200g
- Konjac noodles 80g
- Sliced chuck eye roll 400g
- Beef tallow 5g
- Sugar 20g
- Sake 100ml
- Soy sauce 100ml
- 2 or 3 Eggs
# how to cook
1. Cut the vegetables and firm tofu into bite size pieces.
2. Burn firm tofu with a blowtorch until the surface gets slightly burned.
3. Warm the pot.
3. Add the beef tallow to the pot and let it soften.
4. Add the beef and lightly cook it.
5. Add sugar, sake and soy sauce.
6. Add vegetables, firm tofu and konjac noodles.
7. It comes to a boil, it's ready to eat !
In my channel, I'm going to make Japanese cuisine by using Japanese Dashi.
I wanna express the Japanese aesthetic senses through my youtube video.
Please subscribe to my channel!
# Photographic equipment
SONY α7ii ILCE-7M2 https://amzn.to/3b1fxtb
TAMRON 28-75mm F/2.8 DiIII RXD https://amzn.to/2RKfvOL
RODE VideoMic Pro+ https://amzn.to/2GIeVdV
RODE VC1 https://amzn.to/2UffzaY
Manfrotto MKCOMPACTACN-BK https://amzn.to/38YTmlE
MTPIXI-B Manfrotto https://amzn.to/2UgEg6W
SLIK 106594 https://amzn.to/2S6EydH
# Instagram
- https://www.instagram.com/japanese_food_music/
confirm with you 在 Warner Music Malaysia Youtube 的精選貼文
Izhar, MDA, DJ Ziqq - Vibe Check [Official Music Video]
Jom layan Vibe Check kat sini: https://WMM.lnk.to/VibeCheck
#IzharMDADJZiqq #VibeCheck
Komposer: Izhar, MDA & DJ Ziqq
Lirik: Izhar & MDA
Produser: DJ Ziqq
Jom follow Izhar:
Instagram: https://www.instagram.com/notthatizzy/
Jom follow MDA:
Instagram: https://www.instagram.com/not.mda/
Jom follow DJ Ziqq:
Instagram: https://www.instagram.com/haziqnazli/
Lirik:
MDA:
Me and my crew lepak chill yeah put all the stress a side
Just feeling the vibes
Put your hands up high up to the sky come vibe with us
Just feeling the vibes
Kita all out like we dont care
Kita semua lit tho i swear
Me with my crew semua good vibes no no bad vibes
Just feeling good vibes
Good vibes
Just feeling good vibes
Good vibes
IZHAR:
Me and my crew bout to party all night
And kau tak di invited
Bila kami sampai dekat spot confirm cam
Tengah beraya
Taknak guna cash aku swipe swipe
If aku suka aku slide slide
Awek tu nice aku tap that
Bila dia lalu ada spotlight
Tak boleh nak curi masa aku now
So apa cita bro?
MDA:
Apa citer nak tahu theres nothing new
Macam biasa gaya aku semua nak tiru
Macam biasa haters tunduk bila aku lalu
Macam biasa dalam diam jadi fans so nothing new
Jap satu crew dah ready
so hati hati
Jap satu crew takkan stop
Y'all better ready
Check suhu satu crew pass the vibe check
Tak perlu nak compare satu crew got my back
Gerak slow we got swag, gerak fast yall can’t track
Hustle hard for that bag, duit pun berstack stack yeah
Yeah kita all out like we dont care yeah
Semua tengah lit tho i swear yeah
Semua got that drip tho iced it out
Takleh curi nahh
IZHAR:
Tak boleh nak curi masa aku now
So apa cita bro?
MDA:
Me and my crew lepak chill yeah put all the stress a side
Just feeling the vibes
Put your hands up high up to the sky come vibe with us
Just feeling the vibes
Kita all out like we dont care
Kita semua lit tho i swear
Me with my crew semua good vibes no no bad vibes
Just feeling good vibes
Good vibes
Just feeling good vibes
Good vibes
CREDIT FOR VIBE CHECK
SPECIAL THANKS TO :
andibernadee
ismailizzani_
shalmaeliana
zynakal
ahmad.adly
tulangkata
sjc.dam13n
boitasik
le_odin_
giantpray
muh.sroom
iamarabyrd
natassiasyamin
iamkarmal
raffiqcorbin
sizez3ro
pftdmusic
ayrilsenna
bobby.sac
anuaroslan
btrsyiaj
rinaavisha
amirasofeee
arissarashidd
zaidywalawei
VIDEO BY :
shfqsani
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