🌻
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/
同時也有2159部Youtube影片,追蹤數超過11萬的網紅Oh我的雙牛寶貝兒/Yvonne,也在其Youtube影片中提到,Welcome to this channel, My name is Yvonne. I'm a soap maker in Taiwan, if you like my videos, pls. subscribe and click the bell for notification. If...
「making time instagram」的推薦目錄:
- 關於making time instagram 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於making time instagram 在 Benny Price Fitness Facebook 的最讚貼文
- 關於making time instagram 在 又飛啦! Flyagain.la Facebook 的最佳貼文
- 關於making time instagram 在 Oh我的雙牛寶貝兒/Yvonne Youtube 的最讚貼文
- 關於making time instagram 在 I'm Jonas Youtube 的精選貼文
- 關於making time instagram 在 I'm Jonas Youtube 的精選貼文
- 關於making time instagram 在 Share your Instagram posts to Facebook 的評價
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making time instagram 在 Benny Price Fitness Facebook 的最讚貼文
This morning, as I started putting on my shoes to go for a run, my grandfather exclaimed "You've got to teach online in 25minutes!" 😱
"Yeah, I'm just going for a whizz round the block." 😎
"What on earth is the point in that??" 🤨 he responded.
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I would be less fit if I never went for a run unless I had time to warm up, run 5k and stretch. I would be weaker if I only lifted weights when I had 1.5hrs for a full balls-to-the-wall session 🏋🏻♂️
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Sure, some people can routinely make time for high intensity, high volume exercise.
Some people love making that the centrepiece of their day.
Some are both and content with fitness being a focal point of their life 👍🏽 but, contrary to what the instagram fitness world will lead you to believe, that's really fucking rare.
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Way too may of us seem to think the goal is to "get fit". I can almost guarantee it shouldn't be for most. Not by whatever arbitrary definition of it you're using. You just need to get fit-ter 📈
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A friend of mine the other day said "I can't go to the gym without a PT because if I go on my own I just get in a 60% workout and it's a waste of my time." 🤦🏻♂️
HOW have we been convinced that exercise at 60% is a waste of time? I’ll bet most “waste” more time daily scrolling 📱
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Side note: If you think a PT's “job” is to run your arse into the ground at 100%, I can almost guarantee you've got a mediocre one 💁🏻♂️
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Equally, it doesn't have to take a lot of your day ⏱ I consulted a couple the other day who have been "meaning to get fit" for a while. They already had a few machines, but seemed to think 15mins on them 3 times a week was pointless. No. What's pointless is having machines you never use.
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🙏🏽 Please, just start by doing SOMETHING. Something you enjoy, that doesn't feel unpleasantly or unsustainably intense / difficult, and then do it for as long as is convenient. Once it's a habit, start trying to give it a bit more effort, and making a bit more time for it. I know we say to have goals in fitness and business and life but, for some, maybe it's the goal that has been getting in the way? Maybe it's the goal that's so daunting that you don't do ANYTHING to get yourself closer to it? 🧐
making time instagram 在 又飛啦! Flyagain.la Facebook 的最佳貼文
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making time instagram 在 Oh我的雙牛寶貝兒/Yvonne Youtube 的最讚貼文
Welcome to this channel, My name is Yvonne. I'm a soap maker in Taiwan, if you like my videos, pls. subscribe and click the bell for notification.
If you are new to soap making, pls. make sure you read the SDS of sodium hydroxide carefully and put on your gloves, mask and google to protect yourself before starting.
Spanish Needles Bidens alba is a very common weed with goof medical functions. Our ancients used it in herbal tea and some skin treatment, like small wood, itching, bug bites. I gathered the plants last weekend and made soaps with them. My college designed this stamp for it, I really like the Chinese characters in the design.
Recently, "how to prepare the lye solution of herbal soaps" was discussed in our Facebook group. Some people like to use regular herbal juice and some people like to use frozen herbal juice, so I tried both methods with the same recipe at the same time and the results are very similar (almost the same). I don't like the irritating air while dissolving lye in the regular juice, so I'd rather spend more time to freeze the juice and dissolve lye in the frozen one.
【配方Recipe】
橄欖油 Olive Oil: 600g
米糠油 Ricebran Oil: 400g
椰子油 Coconut Oil: 400g
棕櫚油 RSPO - Palm Oil: 400g
可可脂 Cocoa Butter: 200g
99%氫氧化鈉 Sodium Hydroxide: 289g
純水 Distilled Water: 578g
大花咸豐草 Spanish Needle: 適量/moderate
超脂橄欖油 Superfat Olive Oil: 60ml
快樂鼠尾草精油 Clary Sage Essential Oil: 20ml
苦橙葉精油 Petitgrain Essential Oil: 20ml
薰衣草精油 Lavender Essential Oil: 20ml
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making time instagram 在 I'm Jonas Youtube 的精選貼文
看起來很浪漫,其實是個悲劇! | It may look peaceful, but actually...
今天是最後一天買這個!
巴薩米克醋/Balsamic vinegar + 橄欖油/Olive oil:
https://bigordr.com/shop/www.strita.com.tw-jonas_tjd
📌special offer
橄欖油只要$850/罐
巴薩米克醋也有86-88折
都是在官網消費要到一萬才有的折扣優惠
滿2000加碼贈送玻璃瓶(價值380元)
這批賣完要等3個月囉
Charlie:
https://www.youtube.com/watch?v=CfeuQ5Jwxp0
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Thank you for watching! The more views/likes/shares the more time I can devote into making good videos. Thank you all!
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making time instagram 在 I'm Jonas Youtube 的精選貼文
五個最有趣的中文成語!| Top 5 Funniest Chinese Idioms! Jonas & Helene #27
Jonas & Helene Playlist:
https://www.youtube.com/playlist?list=PL70LMfezfQmvMg-7YyaUGUgMu5oxhTd4V
Helena:
https://www.youtube.com/watch?v=iowBlIj63Bk
Subscribe me:
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合作邀約請寫信到:
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Thank you for watching! The more views/likes/shares the more time I can devote into making good videos. Thank you all!
Youtube: http://bit.ly/1nTklXP
Instagram: www.instagram.com/jonas.tjd
Contact: imjonastw@gmail.com
Facebook: https://www.facebook.com/iamjonast/
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