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菜單太大一張，兒子太認真看，
東滑滑西滑滑，就這樣，
菜單撞到旁邊的菜單，再撞到最邊邊的醬料罐。
我連忙跟店員道歉，兒子仍忘我的欣賞菜單。
「把拔我選好了！」
「把拔你幹嘛在桌子下面？」
The menu is too big.
He try to slide it left and right to read it through.
The menu hits the menu next to it, and then hits the sauce on the edge of the table.
Then, when I apologize to the clerk for the mess and clean up, he still concentrate on choocing what to eat.
"OK, I made my decision Dad"
"???"
"Why are you under the table?"
本圖文同步刊載於《鏡週刊》。
🌻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.
［ASML Recruiting］ IC Design Engineer
The job is located in Hsinchu/Tainan that could work on the advanced analog and mixed signal ASIC for next generation electron detection channel for the leading edge e-beam inspection and metrology systems with work life balance.
The following are the Job Descriptions for this opportunity
• Develop the functional blocks of high-speed Analog-to-Digital Converter (ADC) and/or Phase-Locked Loop (PLL) in ASIC for the detection channel of electron beam inspection tools, including:
• Define the design specifications of the Read-Out Integrated Chip (ROIC) or chipset based on product roadmap and System Performance Specifications (SPS) defined by system engineer.
• Develop new circuit architecture and technical solutions for next generation ASICs in detection channel, including feasibility study, schematic design, pre-layout simulation, layout design, and post-layout simulation.
• Cooperate with Printed Circuit Board (PCB) designer to design Evaluation Board (EVB) and with test engineer to test and characterize the ASICs.
• Create Element Design Specifications (EDS) and Test Performance Specifications (TPS) based on detail ASIC design and chip test/verification.
• Cooperate with IC design partner to develop the ASICs for detection channel of of electron beam inspection tools, including:
• Review the detail schematic and layout design, TPS, and test results from our partner during the ASIC industrialization phase.
• Together with the engineering team from the partners, identify design solutions to achieve the specifications of the module/function. Review the design details and simulation results from our partner.
• Support module level and sub-system level integration
• Generate and / or review related IP documents
Provide with more information about the position: D&E - IC Design Engineer - Tainan/Hsinchu - Jobs | ASML
https://www.asml.com/en/careers/find-your-job/2/4/9/de-ic-design-engineer-tainanhsinchu-req24973
#好書推薦 #書單分享 #MustRead
老實講我好鐘意呢個主題不過我知唔係個個都有興趣
但我真心希望可以inspire到更多人去養成一個睇書既習慣
我會間唔中係最愛片分享我戈排鐘意睇既書
岩岩開始睇書既你地可以先睇左呢10本先每本都好值得睇～
如果你地都有好書可以推薦比我！
希望大家會覺得呢條片有用啦 :D
‘
Products Mentioned:
??The Book of Joy
??The Five People You Meet in Heaven
??The Little Prince
??The Power of Now
??The Alchemist
??The Four Agreements
??Seven Habits of Highly Effective People
??How to Win Friends and Influence People
??Edge
??Burn the Business Plan
‘
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Dreams by Joakim Karud https://soundcloud.com/joakimkarud
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yoga class: dadeyologi@gmail.com
***** This video is not sponsored and 100% honest opinions*****
#thack50 #shortfilm #journeytotheedge
▶ A brand new perspective of one of the most epic waterfall in Vietnam called K50. (thác K50 - Gia Lai)
This is a journey of discovering the true beauty of K50 waterfall in the harmony between man and nature.
This is the first episode of my series: Travel Indie. Glad to share Vietnamese scenery and picturesque trekking routes to the world with this cinematic storytelling. Hope you feel it my friends! ♥
▶ Vietnamese here:
Hi mọi người! Hôm nay Nart xin chia sẻ một góc nhìn rất khác về hành trình chinh phục thác K50 - Gia Lai, con thác hùng vĩ bậc nhất của làng trekking.
Trải nghiệm 30km đường rừng khó quên từ An Lão ngược lên thượng nguồn là nguồn cảm hứng rất lớn để mình hoàn thiện video này.
Trước ghi xe múc và máy ủi đến tận chân thác, video này hy vọng sẽ là một món quà kỷ niệm về K50 khi vẫn còn hoang sơ. Kỷ niệm về hành trình chinh phục mà vì nó, bao thế hệ đã vẽ lên.
Hy vọng mọi người thích video và ủng hộ series Travel Indie này của Nart nha! #CineDFilms #DongNart #ThacK50
▶ Huge Credit:
- Produced by: Cine-D Films & Simple S
- Director | Editor: Dong Nart
- Producer: Quyts
- Assistant: Duc Tran
- Photographer: Le Tran Tu
- Actor: Quoc Truyen
- K50 FPV Drone Footage: Minh Phu FPV
- Poem: "The Owl" by Alfred, Lord Tennyson
- Poem Read by: Tom O'Bedlam
- Other footage: BBC Earth & Justkay
- Film Series: Travel Indie
▶ "Super cinematic" location:
- Thác K50 - Gia Lai - Việt Nam
- Thôn An Toàn - An Lão - Bình Định
▶ Shot on:
- Sony A7III & A6400
- Mavic Mini & Mavic 2 Pro
- Sigma 24-70mm F2.8 E-mount
- Sony 18-105mm F4 OSS
- Sigma 30mm F1.4
- Canon 70-200mm f/2.8L IS USM II
- Gopro Hero 8
- Blackmagic Pocket Cinema Camera 4K
- 90% Handheld + 10% Zhiyun Weebill S gimbal
................................................................
cinematic film thác k50 gia lai trekking viral blackmagic pocket cinema camera 4k sony a6400 sony a7iii mavic mini mavic 2 pro gopro hero 8 sigma 24-70 e-mount sigma 30mm sony 18-105
▶ Sound Effects from Freesound Effects:
https://www.freesoundeffects.com/
▶ Check out my gear on Kit: https://kit.co/dongnart
▶ Follow ME!:
- Instagram: https://www.instagram.com/dongnart.11/
- Facebook: https://www.facebook.com/dongnart.11
Discover my secret formula that teaches you how to read and understand any candlestick patterns so you can better time your entries & exits (even if you have no trading experience).
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Light reading ? Dark reading ? Australian accent reading ? Read your way with the slew of options built into Immersive Reader, mate. ... <看更多>
edge read: 在 使用微软Edge 浏览器的朗读功能 的推薦與評價
想想微软也是很奇葩，弃用Windows 的我在十年之后，发现手中用的东西，微软的还挺多，比如，github，vscode, 还有现在的这个edge… 这个文本朗读功能（Read Aloud）在几 ... ... <看更多>