🌻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10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
natural person意思 在 EZ Talk Facebook 的最讚貼文
#EZTalk #你不知道的美國大小事 #badapple
Food idioms Part 1
🇺🇸美國生活用語~水果篇🍎
蘋果有好有壞,你知道bad apple是什麼意思嗎?可不是白雪公主吃了昏去的那顆毒蘋果喔~
Because food plays such an important role in people’s lives, it’s only natural that it would make its way into commonly used idioms. Everybody loves fruit, so let’s start with fruit-related idioms!
Apples are probably the most common fruit in the English-speaking world, so there are plenty of apple-related expressions. One of the oldest, which can be found in Shakespeare, and even the Bible, 🍎is “apple of one’s eye,” which means “sb. very precious or dear.” Ex: Bill’s daughter is the apple of his eye. And because apple pie is the classic American dessert, 🍎 “as American as apple pie” is used to describe things that are typically American. Ex: Blue jeans are as American as apple pie.
But not all apples are good. The expression 🍏 “bad apple” comes from the old saying: “One bad apple spoils the barrel,” which means it only takes one bad person to ruin a group or project. Ex: There’s always a bad apple at every workplace. The apples in the following expression can be either good or bad: 🍏 “The apple never falls far from the tree,” which means that, for better or worse, children often have the same traits as their parents. Ex: Kim is a talented musician just like her father, so I guess the apple never falls far from the tree.
【✍關鍵單字】
1. make one’s way (to/into):本意為「前進」,也可作為譬喻用法,指「有所進步、進展」,或是「取得成功」。
2. precious:「珍貴的」
3. One bad apple spoils the barrel. spoil指「糟蹋、毀掉」,barrel指「釀酒桶」,整句原意是一顆壞掉的蘋果就會破壞整桶酒的風味,對應到中文就是「一顆老鼠屎,壞了一鍋粥」。
【📕中譯】
食物是生活不可或缺,因此自然會有許多從食物衍生出的用語。而每個人都喜歡吃水果,我們就先來聊聊與水果相關的諺語。
蘋果大概是英語系國家最常見的水果,因此英語中有一大票跟蘋果相關的諺語。其中一個可追溯到莎士比亞時期、甚至在聖經中就出現的古老用法是:apple of one’s eye「眼裡的西施」,指「相當珍貴的人」。例如:Bill’s daughter is the apple of his eye.(女兒是比爾眼中的寶貝。)此外,由於蘋果派是經典的美國點心,所以as American as apple pie「(像蘋果派)具美國特色的」這個片語可以用來敘述任何一想到美國就會想起的事物,如:Blue jeans are as American as apple pie.(牛仔褲是典型美國事物。)
不過,可不是每顆蘋果都是好蘋果呦。bad apple一詞來自於古老俗語One bad apple spoils the barrel.(一顆老鼠屎,壞了一鍋粥。)指團隊中只要有一個害群之馬就會壞事。如:There’s always a bad apple at every workplace.(每個職場中都會有顆老鼠屎。)接著要介紹的這顆蘋果則是可好可壞:the apple never falls far from the tree「掉落的蘋果必離樹不遠;有其父必有其子,或上樑不正下樑歪」,這句話可以用來稱讚或貶低某人,如:Kim is a talented musician just like her father, so I guess the apple never falls far from the tree.(金跟她爸一樣,是個天才音樂家,我想這就是有其父必有其女。)
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🔔 按下「搶先看」,每週五【美國大小事】,由 Judd 編審分享最即時美國新鮮事!想知道更多美國文化,請看 👉 http://bit.ly/EZTalk嚴選
natural person意思 在 千田愛紗 Aisa Senda Facebook 的最讚貼文
最善良最帥的美人魚
美人魚最理想的自然生產紀錄片-Water baby
看完讓我震撼又感動!
福本幸子|Sachiko Fukumoto
ニュージーランドより 短編ドキュメンタリー
< WATER BABY > ついに届きました!!
彼女はなぜ日本で出産できなかったのか…
美しい映像の中にある強いメッセージ
ぜひ感じてください
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海に生きる彼女の夢は、母なる水に抱かれての自然分娩。数々の壁に阻まれ、妊婦が主体になれない実情を知り遂にはニュージーランドへ。もっとも尊い命のいとなみを通して、彼女が伝えたかったこととはー
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海に生きる二人がつむぎだした、命の物語〈WATER BABY〉リリースのお知らせ
本日のNZヘラルド紙の発表をもちまして、短編ドキュメンタリー〈WATER BABY〉の正式リリースとなります。
サポートいただきました、すべてのみなさまに感謝いたします。 本当にありがとうございました!
〈WATER BABY〉は、フリーダイビング世界王者で環境活動家のウィリアム・トゥルーブリッジ William Trubridge と、女優でフリーダイバーの 福本幸子|Sachiko Fukumoto の間に宿った、新しい命の誕生の物語です。
二人とも身ひとつで海に潜り、人生をかけて海を愛してきました。海の国、沖縄に生まれ育った幸子はある理由から、ウィリアムの故郷でもある出産先進国ニュージーランドでの水中出産を決意します。
出産という命がけの体験を通して、日本とニュージーランドの助産システムに大きな差があることを知った幸子は、ある決意を胸に抱くことに......
これは、地球上の全ての妊婦が持つべき「産み方の選択の権利(Power of Choice)」と、「母なる海の未来への希望(Power of Ocean)」を、世に伝えるための記録映画です。
撮影スタッフ全員女性、そしてその半分が子を持つ母親というチームがとらえた出産シーンは、その神秘さを余すことなく表現しています。
一人の日本人女性が、理想とする出産を追い求める美しき姿と、観る者の心を震わせる母としての強い意思に、ぜひ触れてください。
母なる海と、子を産む母。
両者とも、地球でもっとも偉大な存在であり、守るべき愛おしい存在。
これら〝すべての命の源〟に肉薄する、この短編ドキュメンタリーをご覧いただき、シェアしていただけたら幸いです。
「女性の国ニュージーランド」から、尊い妊婦の権利についての作品を発信できることを嬉しく、誇りに思います。
監督:Katherine McRae
プロデューサー:小澤 みぎわ (Migiwa Ozawa)
日本語字幕&アソシエイツ・プロデューサー: 四角大輔
ドキュメンタリー映画のSNSフォローを是非お願いします。
フェイスブックページ
https://www.facebook.com/WATERBABYSHORTFILM/
インスタグラム @water_baby_short_film
Short documentary from New Zealand
< @[336680456959481:274:WATER BABY] > finally arrived!!
Why couldn't she give birth in Japan...
Strong message in beautiful footage
Please feel it
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Her dream of living in the sea is the natural childbirth of mother water. I've been blocked by many walls, and I know the actual situation that pregnant women can't be main, and finally I'm going to New Zealand. What she wanted to tell you through the most precious life of life
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The story of life < water baby> release announcement of the two people living in the sea
Today's NZ Herald paper announcement will be the official release of the short documentary < water baby>.
Thank you to all of you for your support. Thank you so much!
< water baby> is the story of the birth of a new life, which lived between the free diving world champion and environmental activist William true bridge @[38243007691:274:William Trubridge] and the actress and the free diver @[284378238305361:274:福本幸子|Sachiko Fukumoto]
Both of them dive into the sea and love the sea with life. Sachiko, born and raised in Okinawa, is determined to give birth underwater in New Zealand, which is also the hometown of William.
Sachiko, who found out that there is a big difference in Japan and New Zealand's midwife system through the experience of childbirth, is to hold a certain determination in the chest......
This is a record movie to convey the world of ′′ the right of the choice of birth (power of choice) ′′ and ′′ hope for the future of the mother sea (power of ocean) ′′ that every pregnant woman on earth should have. Here it is.
The birth scene caught by a team called a mother who has a child, all the shooting staff, and the birth scene is expressing the mystery without a lot.
Please touch the beautiful appearance of one Japanese woman, who pursues the ideal birth, and the strong intention as a mother who trembles the heart of the person who sees it.
Mother Sea and mother giving birth to a child.
Both of them are the greatest existence on earth, and the loving existence to protect.
I would appreciate it if you could watch and share this short documentary that is going to be in these ′′ source of all lives ′′
I am happy and proud to be able to send a piece about the rights of precious pregnant women from ′′ Women's Country New Zealand
Director: @[100012843583972:2048:Katherine McRae]
Producer: @[1247263879:2048:小澤 migiwa (Migiwa Ozawa)]
Japanese subtitles & associates producer: @[100000795062225:2048:四角大輔]
Please follow the documentary movie social media.
Facebook page
https://www.facebook.com/WATERBABYSHORTFILM/
Instagram @water_baby_short_filmTranslated