🌻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11部Youtube影片,追蹤數超過2萬的網紅Wilson說給你聽,也在其Youtube影片中提到,#nestaudio #台灣大智慧家庭 #智慧家庭 Nest Audio 智慧語音助理開箱 Feat. 台灣大智慧家庭 台灣大哥大 MyMusic - Wilson說給你聽 台灣大智慧家庭 https://smarterhome.taiwanmobile.net/ MyMusic https://...
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法客電台是法白跟聲浪SoundOn合作的Podcast節目,我們每一集都會邀請一位來賓到法白作客,討論一個台灣社會矚目的話題。
🗣來賓:歌手 Suming舒米恩
🎧 Podcast 收聽連結
SoundOn | https://bit.ly/33KOoHB
Spotify | https://spoti.fi/3bWH5iz
Apple Podcast | https://apple.co/39y9dbm
Youtube | https://bit.ly/3hmYqnP
Google Play | https://bit.ly/3eaSQ6D
Castbox | https://bit.ly/2ZxY606
👉【法客電台】Telegram開通啦,快來聊天!
t.me/plmradio
👉【法客電台】Facebook社團也上線了,點我加入!
https://www.facebook.com/groups/1524347144414904/
【法客電台】開播滿半年囉!今天特別邀請貴智欣賞的歌手 Suming來節目中,聊聊新專輯《Bondada》的創作理念,以及怎麼看待「原住民」歌手的身分?Suming又如何把原住民議題融入音樂中,或怎麼用音樂影響社會?
👂Suming 舒米恩- Home | Facebook
👂博客來-舒米恩/ Bondada (CD)
📗SoundOn獨家【台灣法曆】購書優惠
在法白官網購買【台灣法曆】,輸入折扣碼【podcast01】,即可享有【免運】優惠!
🎧SoundOn APP下載🎧
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✍關於「法律白話文運動」
官網▶️ https://plainlaw.me
Facebook▶️ https://www.facebook.com/plainlaw.me
Instagram▶️ https://reurl.cc/qMQyE
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📣訂閱SoundOn
Facebook▶️ https://reurl.cc/1QxXzQ
Instagram▶️ https://reurl.cc/XX6Z3j
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🎵音樂使用
▪ SoundOn Jingle
Music From https://icons8.com/music/author/nordgroove BY HORIZON
▪開場、結尾音樂由Suming授權播放。
google home apple music台灣 在 法律白話文運動 Plain Law Movement Facebook 的精選貼文
法客電台是法白跟聲浪SoundOn合作的Podcast節目,我們每一集都會邀請一位來賓到法白作客,討論一個台灣社會矚目的話題。
🗣來賓:地球公民基金會花東山林組主任 黃靖庭
地球公民基金會- Citizen of the Earth, Taiwan
地球公民基金會- Home | Facebook
翻越之後After Crossing - Home | Facebook
大選前,地球公民基金會在候選人蔡英文競總成立大會時,從辦公室用大聲公吶喊,並垂掛大布條「小英不修礦業法」,讓《礦業法》議題再次引起外界關注。
本集重點:
✔「地球公民基金會」成立機緣?關注的議題?
✔為何民團於2017年才再次倡議修《礦業法》?
✔導演齊柏林過世、亞泥展限20年,兩事件對修法進程的影響?
✔立院開始新的會期,民團還會採取哪些行動倡議和遊說修法?
🎧 Podcast 收聽連結
SoundOn | https://bit.ly/33KOoHB
Spotify | https://spoti.fi/3bWH5iz
Apple Podcast | https://apple.co/39y9dbm
Youtube | https://bit.ly/3hmYqnP
Google Play | https://bit.ly/3eaSQ6D
Castbox | https://bit.ly/2ZxY606
👉【法客電台】Telegram開通,快來聊天!
t.me/plmradio
👉【法客電台】Facebook社團上線囉!
https://www.facebook.com/groups/1524347144414904/
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✍關於「法律白話文運動」
官網▶️ https://plainlaw.me
Facebook▶️ https://www.facebook.com/plainlaw.me
Instagram▶️ https://reurl.cc/qMQyE
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🎵音樂使用
* SoundOn Jingle
Music From https://icons8.com/music/author/nordgroove BY HORIZON
* 片頭片尾配樂
作曲家 林明學,為法客電台量身定做的「輕爵士」音樂。
https://www.facebook.com/mitchlinmusic
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#nestaudio #台灣大智慧家庭 #智慧家庭
Nest Audio 智慧語音助理開箱 Feat. 台灣大智慧家庭 台灣大哥大 MyMusic - Wilson說給你聽
台灣大智慧家庭 https://smarterhome.taiwanmobile.net/
MyMusic https://www.mymusic.net.tw/ux/w/main
台灣大智慧家庭FB https://www.facebook.com/TWMSmarterHome
時間軸
00:00 開場
00:47 智慧音箱小故事 Nest由來
03:35 設定Nest Audio
04:18 如何組成立體聲
04:35 台哥大MyMusic 播放測試
05:17 語音助理
06:00 如何啟動藍牙
06:24 聲控智慧開關 台灣大智慧家庭 奧創
![post-title](https://i.ytimg.com/vi/-5nYo8xxct4/hqdefault.jpg)
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什麼是WFH (Work From Home)?全台疫情警戒升到第三級,在家工作(WFH)如何有效管理? 本集實例經驗分享。
:: 企業老闆 不放心辦公室員工不進公司 vs 大家可能染疫的高風險 ,這兩者中間掙扎著。亞洲文化對在家工作最大的阻力在於擔心員工馬虎行事、玩忽職守、或擅離職守,資訊安全 而影響工作生產力與工作。
:: 《哈佛商業評論》(Harvard Business Review)列出5個擬定「緊急遠距工作計畫」的具體方向
:: 專注在團隊的產出與績效,來更了解 KPI vs OKR 差異與 各優缺點,搭配應用
:: 戴好口罩,勤洗手,常酒精清潔,防疫加油! 台灣加油!
#國外商管類 讀書會,Great Managers are made, not born. 管理職人、熱愛學習的夥伴們,用一杯茶的時間,減少眼力腦力轉換成本,內化成你的獨門攻略。
★ 本集私語:
若有WFH,遠距工作管理的建議與分享,歡迎到下面私訊區留言
歡迎加入我們讀書會一起交流分享 (FB私密社團加入需填email,若被拒絕請再寫一次即可)
★ 優惠活動:
感謝先樂音響商品贊助 [佳樂CAROL-920s] 外銷品動圈式超心型麥克風 (本集使用)。有興趣可參考-不專業三款mic實測與 團購優惠85折 youtu.be/rUovXlLWftQ (RODE podmic / CAROL 920s / 鐵三角 ATR 2100x-USB )
★ 本集重點摘錄:
1.美國2020疫情啟動WFH 企業從不習慣到優化突破
2.主講者 在2013 八年前管理遠距工作者的經驗分享, 常用的工具
3.《哈佛商業評論》(Harvard Business Review)列出5個擬定「緊急遠距工作計畫」的具體方向,不但讓公司具備應急承受能力,更幫助領導者重新思考公司的整體營運流程與方向:
1. 防患未然 做最壞打算
ex:火災演習 規劃動線 跟 SOP執行
主管們也要思考, 如果有一天你所有的人力都需要遠端工作... 必須想出一個大量員工都遠端工作時,公司仍能正常運作的方法。
2. 詳細列出可能會被影響的職務
3. 清查公司擁有的IT軟硬體設備並確保隨時方便使用
包括 數據安全的解決方案
4. 事先擬定遠端溝通標準
要用哪個軟體或App遠端工作
5. 最重要的一點 , 擬定遠端工作的績效評估標準
更了解 KPI vs OKR 差異與 各優缺點
★ 本集提到的過往重點:,
Ep27.讀書會 (00:12:14) 兩種管理法的量化指標KPI vs OKR
Ep19.管理學名詞 微觀管理
★ 本集分點章節:
(00:00:14) 前言說明+台灣防疫加油
(00:01:03) 不放心讓員工WFH(在家工作)嗎?
(00:03:41) 借用美國經驗從不習慣WFH到優化突破
(00:04:51) 《哈佛商業評論》5點緊急遠距工作計畫
(00:07:49) 兩種管理法的量化指標KPI vs OKR
(00:11:38) KPI vs OKR應用在WFH,實務經驗案例分享
(00:13:11) WFH(在家工作)紀錄出勤,日誌,協作工具google doc, skype等
★ 本集補充資料
6 charts that show what employers and employees really think about remote working https://lnkd.in/gaDnpHd
擔心員工在家工作會耍廢?老闆你不只想太多,還想錯了 by READMOO
=====================
Music C.C. by Chester Bea Arthur -Folk Physics / Free Sound Effects https://lihi1.cc/QIOep
@同步更新至
Spotify|Google podcast|Firstory|KKbox|SoundOn|Pressplay| Youtube |TuneIn|MixerBox|Himalaya|CastBox ....等28平台
@節目鼓勵與反饋請到Apple Podcast 給五顆星留言& 記得訂閱
:: 如果您喜歡,請贊助鼓勵我們繼續製作節目💰 https://lihi1.cc/s1mES (50秒影片教學, lihi1.cc/N8vYt )
@活動: 一日之星|報名當來賓|Podcaster聯盟接案推廣計畫 https://lihi1.cc/C3EEF
@如果你也想開始做自己的podcast ,歡迎使用 Firstory 的邀請碼W-B23W9K可得小額啟動基金
★ 本集快問快答:
如果你已有你個人的優勢識別答案,歡迎加入我們讀書會一起交流分享、彼此砥礪喔
以上都來這網址分享 https://lihi1.cc/tZCUD 或 FB社團
@ 歡迎分享
1. 你為何會當上主管?
2. 你是幾歲當上主管?
3. 留下一句主管真心話
@你也想要有一個公司以外的交流成長小組、經驗轉換&彼此支持嗎? 免費加入 讀書會群組
:: IG:www.instagram.com/ezmanagergo
:: FB社團: https://lihi1.cc/NOlrM
@合作接洽 ezmanagerGo@gmail.com (不分大小寫)
:: 上Youtube搜尋「怎麼給星評分」一分鐘教學影片,或點這 https://lihi1.cc/N8vYt (分享給你沒在聽podcast的親友)
![post-title](https://i.ytimg.com/vi/qF6oW-AczwQ/hqdefault.jpg)
google home apple music台灣 在 ILLY and LEAN Youtube 的精選貼文
|本集由台灣大哥大贊助播出|
台灣大哥大 好速成雙5G+wifi 6 旗艦版方案,行動、光纖一起辦,月租只要41折~
月繳固定費用,可享5G行動、居家光纖極速上網吃到飽,還可再享好禮!
https://www.taiwanmobile.com/content/event/5G_double_play/
|本集重點|
- 令老闆語錄:2077 賽鴿胖打
- 錢包不見了,然後又回來了
- 我給警察派出所五星好評
- 在信義區過平安夜,有人形寶可夢出沒
- 2020年初給自己的期望有達成了嗎?沒有~~
- 睡懶覺這個用法到底哪裡有問題?
- 年末必看,動畫咒術迴戰與韓劇Sweet Home
|想聽更多|
壹加壹電台播放清單|https://reurl.cc/Kj2gjg
|其他收聽平台|
Apple Podcast | https://reurl.cc/Grm0pp
Spotify | https://reurl.cc/Oq0WrR
Google Podcast | https://reurl.cc/N6reln
KKBOX | https://reurl.cc/e8EYyb
Firstory | https://reurl.cc/MdAEjK
|電台音樂清單|不定期更新中
Spotify | https://reurl.cc/MdX78v
Apple Music|https://reurl.cc/ldQ3LQ(感謝biganna協助更新)
YT清單|https://youtube.com/playlist?list=PLsiHpbbGy4NJvq0c9JEwWNdjIV1f3jv7H
(感謝Chun Ho Lam協助更新)
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