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Music Theory - C Major Scale
https://youtu.be/QiZ7-6lWkB0
The Major Scale. It's a very important scale to learn.
In this lesson, I will show you a very simple way to learn the C Major scale.
#ibanez #ibanesguitars #ibanezAZ #ibanezAZES #ibanezAZessestials #AZessentials #AZES #guitar #electricguitar #guitarwisdom #tomofujita #azes40 #musictheory #majorscale #eartraining #blueguitar
🌻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
【Market Commentary】Recently, there have been signs of a reemergence of the pandemic in China. For instance, as of last month, a total of 12 provinces were affected, including major iPhone production sites Henan and Suzhou.
Smartphone assembly plants, be they primary or secondary, generally have sufficient safety standards (thanks to experience from last year), meaning the pandemic’s impact on smartphone manufacturing should be controllable unless a large-scale outbreak occurs.
Hence, TrendForce does not expect, at least for now, the latest wave of COVID-19 in China to hamper smartphone production, which is expected to fall between 85-90 million units for 2H21, while annual production for 2021 is expected to reach 225-230 million units.
這次 請跟著我一起Jam吧 !
【G Key】
G Cadd9 G Cadd9 G Cadd9 G Cadd9
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G Cadd9 G Cadd9 G Cadd9 G Cadd9
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Am7 Cadd9 G G
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原曲 : https://www.youtube.com/watch?v=1xZede32V6c
華人R&B音樂教父 - 陶喆 , 應該沒有人不認識吧 !!
這首帶有Country色彩風格的【找自己】
是一首我很喜歡的歌曲 !
所以 這次的SOLO創作 , 就使用了這首歌曲的和弦架構
相當輕快 好聽 又有一點Country Blues !
我彈的很開心喔 ^^
音階使用推薦 : G Major Scale , G Major Pentatonic , G Mixolydian
另外你們有沒有發現 這次影片呈現方式也做了一點調整 !
我的SOLO之後 , 就是你們跟著我JAM的時候 !
有沒有感覺很酷呀 ~
我發現這樣很不錯也 !! 感覺很一氣呵成 !!
大家還喜歡這樣的安排嗎 ?
記得在下方留言告訴我喔 !!
最後 感謝你們收看 也記得幫我分享出去喔 ~
Enjoy it ~ !!
加入我的YT會員一起彈吉他 !!
https://www.youtube.com/channel/UCqLpLJT7CrR6SawBFwy_Tww/join
==👍贊助Josa👍==
Paypal ▶ https://www.paypal.com/paypalme/josaguitar
歐付寶 ▶ https://p.opay.tw/LzPAz
謝謝你們 !
我會持續做出好內容給大家收看的 !
Follow me on
🎸IG : https://www.instagram.com/josaguitar/
🎸Youtube : https://www.youtube.com/user/MrJosaguitar
🎸Facebook : https://www.facebook.com/JosaGTplayer/
#陶喆
#Josa
#找自己
#堅持熱情
#吉他教學
#吉他直播
การใช้คาโปในคีย์ B Major Scale - ตัวอย่างคลิปสอน การไล่สเกลในคอร์ด EP.2 - เรียนกีต้าร์กับน้าปู
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#น้าปู
#ปูสรธัญ
許多不見啦各位 ~
今晚我們不藏私系列直播
要繼續開起來啦 !!!
這次來討論1級調式音階
沒錯 , 1級調式其實就是等於大調音階
但是 你會彈大調音階
不見得你會彈出Ionian的味道啊....
音樂很奧妙的地方就是在於
東西你會背 音階位置你也知道
但是不是 就是彈不出那個味道 ?
那就對啦
音樂從來都不是數學理化
背得起來 不等於 彈出來好聽
今天就讓我們一起來看待這組音階
並且老樣子 我會搭配一些和弦來演奏示範
帶領大家一同認識Ionian音階/大調音階的魅力吧 !!
希望你們喜歡 記得幫我分享出去喔 ~
Enjoy it ~!!!
0:00 Open
1:14 Jam
7:34 開場閒聊
13:23 主題
18:04 Ionian Scale = Major Scale
20:31 彈音階的重點Tips
23:41 彈一個八度音域就好
26:58 吉他手最堅持不下去的點
28:18 各個把位一個八度音域的示範(重要!!)
32:39 好處01 - 容易熟悉音階指板位置
34:15 好處02 - 訓練你的耳朵
36:46 不同音階的聽覺訓練方法
44:11 E Ionian Scale示範
50:30 和弦行進
51:37 音樂+C Ionian Scale 示範
56:01 在一個八度音域裡面練習即興
57:24 示範(重要)
1:03:15 同樣的旋律 在不同把位彈出來
1:04:48 示範(重要)
1:11:56 為何你的音階很不熟 !?
1:20:14 YouTube上面找Ionian Backing的方式
1:21:36 A Ionian 示範
1:31:05 C Ionian 示範
1:33:23 我的觀念分享(相當重要...）
1:46:01 示範
1:51:24 總結&心得
2:00:12 示範 ! 我最近在練什麼內容 ? Isn't She Lovely !!
2:12:10 最後閒聊
=========
🎸贊助Josa🎸
Paypal ▶ https://www.paypal.com/paypalme/josaguitar
歐付寶 ▶ https://p.opay.tw/LzPAz
謝謝你們 !
我會持續做出好內容給大家收看的 !
Follow me on
🎸IG : https://www.instagram.com/josaguitar/
🎸Youtube : https://www.youtube.com/user/MrJosaguitar
🎸Facebook : https://www.facebook.com/JosaGTplayer/
#Ionian
#Josa
#調式音階
#堅持熱情
#吉他教學
#吉他直播
major scale 在 [樂理淺教學] 如何找MAJOR SCALE 的推薦與評價
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