I had prepared this profile picture for a job that fell through. Though my heart was crushed, I’ve learnt that there’s always a reason behind things - though I was highly disappointed, I put faith in HIM knowing HE knows best.
There was a time I felt just as saddened and it took me a week to get over “losing” a glossy gig.
At the 11th hour, global decided to not proceed and I was already in the midst of preparing for the one month shoot down south.
The worst part was not understanding why they changed their minds.
As I was moping about, another offer propped up last minute and in that period I was supposed to film the series? I was enjoying Hawai’i with @joelebosi instead.
It was a perfect 50th birthday celebration as we celebrated it at the 50th State of The United States of America.
Had I been in that previous shoot, I would have not had the opportunity to explore a place which Azmi had always wanted to take me to relive his childhood watching … yes … you guessed it … HAWAII 5-0!
(Jeng jeng jeng jeng jeng jeng … jeng jeng jeng jeng jenggggg)
Back to present times.
I still don’t know why God put a spanner in the wheels for this job; but what I DO know is … something is baking … brewing … and I can’t wait to share more with all of you.
@anisariantiariffin … are you ready partner?
When you think of Thermomix … Think of @dvaromastm6 💞!
P/s: I like my DVA apron. Simple and neat.
#Dvaromas
#PonCooks
#PonBebels
#CEO
同時也有141部Youtube影片,追蹤數超過9萬的網紅Christina靠右邊走,也在其Youtube影片中提到,“If you don't like the weather in New England now, just wait a few minutes.” - Mark Twain *This video is sponsored to you by Lingochamp* *非常感謝Lingoch...
his is america 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
his is america 在 Goodbye HK, Hello UK Facebook 的最佳貼文
又一個駁唔到
前瑞典首相Carl Bildt打完歐盟再打美國個Man of the Year幾巴,
"Expectations were very high when Joe Biden came in - probably too high, they were unrealistic. His 'America is back' suggested a golden age in our relations. But it didn't happen and there's been a shift in a fairly short period of time. The complete lack of consultations over the withdrawal has left a scar."
(响完全無通知之下咁樣撤軍,個關系會留底好大條疤痕。响拜登上任嘅時候(班友)期望太高喇,成班可能high到超現實。佢嗰所謂"America is Back"係指以前大家關系最好嘅黃金時代,但根本無出現到囉,極其量只係好短暫嘅調節。)
"There was a time when the US talked about upholding the global order. But that is not the language now coming out of the White House."
(曾幾何時美國係會話自己維護國際秩序,依家白宮無資格講呢句嘢囉。)
#國際級駁唔到糸列
報導:
《BBC》How Europe's relationship with Joe Biden turned sour
https://www.bbc.co.uk/news/world-europe-58416848
***************************************
📢月頭乞食:文字、時間與心血有價
🥣乞兒兜(月頭課金係最抵):
https://www.patreon.com/goodbyehkhellouk
最近更新:
八屆Paralympics,從游泳到單車十七面金牌打破英國紀錄
https://bit.ly/3zGwaGl
英國首相用邏輯抽擊
https://bit.ly/2WPuPiq
英國電視監管機構Ofcom,再一次守住言論自由
https://bit.ly/3zD6b2x
Podcast:近代阿富汗與塔利班點黎
https://bit.ly/3jAElyF
***************************************
his is america 在 Christina靠右邊走 Youtube 的最佳貼文
“If you don't like the weather in New England now, just wait a few minutes.” - Mark Twain
*This video is sponsored to you by Lingochamp*
*非常感謝Lingochamp贊助此部影片*
點擊鏈接免費下載app可以獲得最高50%的折扣https://go.onelink.me/0Af2/1ab505ae
FAQ:
Q: How old are you? A: 24
Q: Where are you from? A: Half American Half Taiwanese (currently in USA)
Q: My major? A: Graduated with BA in Film
問:你幾歲?答:二十四,準備幹大事
問:你來自哪裡?答:台灣美國混血寶寶
問:你畢業的系?答:電影學士學位
his is america 在 Kyle Le Dot Net Youtube 的最讚貼文
Giap's Original Video:https://youtu.be/LgAED4TBPN8
After 1975, hundreds of thousands of people from Vietnam got on boats to leave post war. Those who survived the seas made it to refugee camps all over Southeast Asia, from Malaysia, Indonesia, Thailand, Philippines, to Hong Kong. And eventually, some had a chance to resettle in America, Canada, Australia, and many parts of Europe. This is a story about three friends who found each other after 40 years. I met Giap in New Jersey a few years ago and he asked me to make a video about his life story. I agreed and after publishing it, two of Giap's refugee camp friends, who were also viewers of this channel, recognized him and saw themselves in my video. They reached out and I connected them to Giap. Giap connected his friends Thanh from Los Angeles and Phuong from San Diego together. They met right away. Giap also met Phuong two years ago in Da Nang. But Giap just met Thanh and the three of them were finally together after 40 years.
For more Vietnamese Boat Refugee Stories and Camps: https://youtube.com/playlist?list=PLnwupzqd-YERLAf_7t1zO6MobEHibkWGN
Special thanks to DJ Erick-C for the remixing the music. https://www.instagram.com/djerickc/
SUBSCRIBE now for MORE Videos: https://goo.gl/tMnTmX
Produced, Filmed, Edited, Subtitling (with help of Google) by Kyle Le
Like: Facebook: http://www.fb.com/KyleLe.net
Follow: Instagram and Snapchat @KyleLeDotNet
--------------------------------------------------------------------------------------
About Me: I'm Kyle Le and these are the places I've been, the people I've met, the foods I've eaten, and the many things that I've seen...Originally from Southern California, I moved to Saigon, Vietnam after university and lived there for many years. Then, I traveled the world finding and documenting stories of Vietnamese people living outside of the homeland. Then I finished my master's at USC and now... well... you're going to have to follow and watch to find out!
---------------------------------------------------------------
Like: Facebook: http://www.fb.com/KyleLe.net
Follow: Instagram and Snapchat @KyleLeDotNet
Filmed with a Panasonic G9, 12-60mm, 14-140mm 15mm
Audio from a Rode Micro / Rode Link
Dji Mavic Air 2
his is america 在 志祺七七 X 圖文不符 Youtube 的精選貼文
本集廣告與 「【芒狗狗】素養教育學習箱」合作播出
【芒狗狗】素養教育學習箱,是專們為台灣孩子打造的在地原創素養教材,內容針對台灣情境設計。
#芒狗狗素養教育學習箱
#讓孩子的潛力發光
👉🏻 現在參與募資 https://bit.ly/3y06Rid
本集節目內容由志祺七七頻道製作,不代表 【芒狗狗】素養教育學習箱 立場。
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各節重點:
00:00 開頭
00:56 【繪本募資】一分鐘廣告
01:48 美國的邊境問題
02:54「非法」還是「無證」?
04:06 川普的移民政策
05:20 那道「又大又美」的牆,後來怎麼了?
06:51 拜登的移民政策
08:28 我們的觀點
09:35 問題
10:00 結尾
【 製作團隊 】
|企劃:力寧
|腳本:力寧
|編輯:土龍
|剪輯後製:鎮宇
|剪輯助理:歆雅/珊珊
|演出:志祺
——
【 本集參考資料 】
→拜登不蓋美墨高牆了! 上任首日推翻川普政策:https://bit.ly/3yOTgKR
→曾被川普當成重要政績 美國防部暫停蓋美墨圍牆:https://bit.ly/34xzg1v
→拜登移民政策大轉彎? 將繼續興建美墨邊境圍牆:https://bit.ly/3yMziAy
→美墨邊境面臨20年最大移民潮,拜登呼籲:「不要再來了!」:https://bit.ly/2Rb6XTE
→Biden tells migrants 'don't come over' in ABC News exclusive interview:https://abcn.ws/3yJSQpj
→拜登上任湧現移民潮 美墨邊界2月扣留近10萬人:https://bit.ly/3yS0X2Y
→美墨邊境移民湧入 拜登指派賀錦麗親自處理:https://bit.ly/34LrEsB
→Biden Denies Reports of Restarting Trump's Border Wall:https://bit.ly/2TlVmlc
→Biden admin to 'surge' aid to Central America, offer 'legal paths' to stem historic migration:https://abcn.ws/3vwMBTH
→Joe Biden's border challenge: reversing Trumpism – podcast | News | The Guardian:https://bit.ly/3i1uH7H
→Biden’s Dilemmas, Part 2: Children at the Border - The New York Times:https://nyti.ms/3c5VnQT
→歐巴馬特赦500萬非法移民 共和黨譏「皇帝」揚言彈劾:https://bit.ly/3c8ouTM
→Why Walls Won't Secure The U.S.–Mexico Border:https://bit.ly/3wLhmEB
→美國邊境拘留所實況曝光》毫無人性!上千移民塞鐵籠,有人擠到只能站著不動,稱女性被迫喝馬桶水:https://bit.ly/3i5Gi5O
→母子冒險走逾千公里 美墨邊境遭擋下:https://youtu.be/Wc5f11Bskco
→美墨邊境偷渡頻繁 人藏貨車活活被熱死:https://youtu.be/7sZ4BRw6xY0
→拆散非法移民家庭,真是川普的錯嗎?:https://bit.ly/3c2WDo0
→邊境圍牆預算卡關 美國聯邦政府停擺 :https://youtu.be/aTOkozlcwNo
→鐵了心築牆!川普宣布:美國進入緊急狀態:https://youtu.be/5iCYGu-tdOk
→擋川普執意蓋牆,13名共和黨議員「倒戈」美眾院通過撤銷國家緊急狀態:https://bit.ly/3uHR58Y
→川普「美墨邊境建牆」仍擋不住?疑毒販挖跨國地道犯罪:https://bit.ly/3wHLJvC
→Privately Funded Border Wall Near Completion In New Mexico:https://n.pr/3yT9jaz
→Trump wall: How much has he actually built?:https://bbc.in/3c5MdnD
→美國法官下令 川普政府須全面恢復追夢人計畫:https://bit.ly/3icAIhI
→Fact Sheet: President Biden Sends Immigration Bill to Congress as Part of His Commitment to Modernize our Immigration System:https://bit.ly/3i61wR4
→移民湧入美墨邊境 收容所擁擠簡陋:https://youtu.be/OvEi4L4I6MY
→美墨邊境監視器直擊 走私客四米高圍牆丟2童至美境內:https://youtu.be/ZwTyx2Ty1CA
→美眾院通過法案 無證移民有機會獲合法身分:https://bit.ly/3i2prk3
→承諾廣收移民 拜登卻維持川普1.5萬人上限:https://bit.ly/3wJbDit
→Immigration Agencies Ordered Not To Use Term 'Illegal Alien' Under New Biden Policy:https://n.pr/3i5EV6U
【 延伸閱讀 】
→【美國大選.特別報導】川普與拜登大相逕庭的移民政策,台美人怎麼看?:https://bit.ly/3fCkxsu
→移動專欄--不合法移民的名稱之爭illegal immigrants 還是undocumented immigrants還是...?:https://bit.ly/3yRQFA4
→美墨邊境生活:https://youtu.be/Mb6ZaAHZnck
→In a ‘Sanctuary City,’ Immigrants Are Still at Risk:https://nyti.ms/3p3AlHZ
→Crying Toddler On Widely Shared 'Time' Cover Was Not Separated From Mother 2018:https://n.pr/3p7gmrC
→Yes, Obama deported more people than Trump but context is everything:https://cnn.it/2R6b0Ar
→KIDS IN CAGES AND OTHER SCENES FROM TRUMP’S “ZERO-TOLERANCE” BORDER:https://bit.ly/3fz3DLi
→From ‘zero tolerance’ to now: How America’s migrant policies have changed in the Trump and Biden years:https://bit.ly/2TqBX2B
\每週7天,每天7點,每次7分鐘,和我們一起了解更多有趣的生活議題吧!/
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his is america 在 Childish Gambino's 'This Is America': Breaking Down Symbols 的相關結果
Donald Glover released a new song and music video “This Is America” under his musical moniker Childish Gambino on Saturday Night Live this ... ... <看更多>
his is america 在 'This Is America': Breaking down Childish Gambino's powerful ... 的相關結果
While hosting “Saturday Night Live,” Donald Glover dropped a music video for the new single “This Is America” by his rapper alter ego ... ... <看更多>
his is america 在 This Is America (song) - Wikipedia 的相關結果
"This Is America" is a song by American rapper Donald Glover, under his musical stage name Childish Gambino. Written by Glover, Ludwig Göransson, ... ... <看更多>