🌻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1部Youtube影片,追蹤數超過3萬的網紅Al Rocco,也在其Youtube影片中提到,Stream & Download ► http://www.alrocco.com/music ► http://www.soundcloud.com/alrocco ► https://open.spotify.com/track/0uXpGIPRML3j4wjrhDrDDj ► https:/...
new rich意思 在 Hapa Eikaiwa Facebook 的最佳解答
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「One day」と「Someday」の違いと使い分け
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「いつか」を辞書で調べると「One day」と「Someday」両方が出てきます。両方とも未来のある時を指しますが、そこには微妙なニュアンスの違いが生じることはご存知ですか?今日は、辞書では教えてくれない「One day」と「Someday」の微妙な違いについて説明したいと思います。
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1) One day
→「いつか必ず」
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「One day」は強い願望や意思が込められた「未来のいつか」を表し、それに向け積極的な行動をとったり、一生懸命頑張るニュアンスが含まれます。時の流れによって自然に訪れる「いつか」ではなく、人の努力や意志によって引き寄せる「いつか」を意味します。未来の出来事に約束または誓いをしているような感覚です。例えば、本気で起業したいと思っている人であれば「One day I'm going to start a business(いつか起業します)」という具合に、ここでは「One day」を使うのが適切で、聞いている人にも本気であることが伝わります。
✔文頭と文末両方で使える。
✔“Oneday”ではなく“One day”
✔「One of these days」も同じ意味合い。
<例文>
One day I will be a lawyer.
(いつか必ず弁護士になります。)
One day you will be successful.
(あなたはいつか必ず成功するでしょう。)
I'm going to marry her one day.
(いつか必ず彼女と結婚します。)
--------------------------------------------------
2) Someday
→「(漠然とした)いつか」
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「Someday」は「いつになるか分からないけど」といったニュアンスが含まれ、漠然とした「いつか」意味します。努力や意志によって引き寄せる「いつか」ではなく、時の流れによって自然に訪れる「いつか」を意味します。例えば、アメリカに住んでいる友達に「いつか会いに行くね」という場合は「I'll come visit you someday.」と表すのが自然でしょう。友達に会いに行くのはいつになるか分からないけど、そのうち遊びに行くことを指します。
✔文頭と文末両方で使えます。
✔“Someday”で一つの単語です。“Some day”だと「来週のいつか」や「来月のいつか」のように、訪れることが前提での「いつか」となり、若干ニュアンスが異なる。
<例文>
Someday I'm going to be rich.
(いつか金持ちになります。)
Someday I want to travel the world.
(いつか世界中を旅行したいですね。)
Let's try that new restaurant someday.
(いつかあの新しいレストランに行きましょう!)
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無料メルマガ『1日1フレーズ!生英語』配信中!
通勤・通学などのちょとした合間を利用して英語が学べるメルマガ『1日1フレーズ!生英語』を平日の毎朝6時に配信中!ただ単にフレーズを紹介しているだけではなく、音声を使った学習プロセスが組み込まれているので、メルマガを読むこと自体が学習方法!
https://hapaeikaiwa.com/mailmagazine/
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new rich意思 在 Janis Chan 陳貝兒 Facebook 的精選貼文
一朝早收到 Lady M 送黎佢哋全新推出嘅全素朱古力撻。忍唔住,唔好意思已經食晒啦。Thx ❤️ Lady M Hong Kong
新一年來點新突破、新嘗試!趁着一月 #Veganuary,Lady M 將推出品牌首款純素甜品 - 純素朱古力撻*,讓純素食者和一眾蛋糕迷均能品嘗到這款無罪惡感的甜點。每個純素朱古力撻以全植物材料製成,不含蛋奶成分,以杏仁粉取代傳統麵粉製成無麩質撻皮,內層的朱古力醬餡料則以椰子奶及純素黑朱古力調製而成,配搭底層的海鹽焦糖醬,味道香濃軟滑,再飾以脆可可碎增添口感,引發更醇厚朱古力味。
純素朱古力撻於 Lady M 香港分店供應,稍後亦會於澳門分店有售及開放香港網上原個 6 吋純素朱古力撻預訂,請繼續留意我們的最新消息!
*我們的廚房亦處理麩質、雞蛋及牛奶,因此產品中或含有以上致敏源。
.
We’re turning over a new leaf in 2021 with a wholesome new pastry! Introducing our first vegan confectionery, Vegan Chocolate Tart* in the Veganuary Month. Specially handmade as a guilt-free treat for vegan diners, the tart is filled with rich salted caramel sauce and vegan dark chocolate ganache, while the cacao nibs lined on top enhance the texture of the hearty tart with a nuanced chocolate flavor profile. Vegan Chocolate Tart will be available at Hong Kong boutiques starting from tomorrow! It will soon be available at Macau boutiques and online pre-order as well. Stay tuned to our updates!
*Our kitchen also handles gluten, eggs and cow’s milk, so the product may contain traces of these allergens.
.
#LadyMHK #VeganChocolateTart #LadyMCake #NewFlavour #LadyM #cakelover #hkcakeshop #hkig #chocolatetart #glutenfree #glutenfreefood #vegan #vegetarian #plantbased #hkvegan #veganfood #veganlife #veganfoodie #vegansweets #純素主義 #純素 #純素甜點 #純素飲食 #dessert #生日蛋糕 #朱古力 #ケーキ #チョコレート
new rich意思 在 Al Rocco Youtube 的最佳解答
Stream & Download
► http://www.alrocco.com/music
► http://www.soundcloud.com/alrocco
► https://open.spotify.com/track/0uXpGIPRML3j4wjrhDrDDj
► https://itunes.apple.com/us/album/how-i-do-feat-al-rocco-single/id1234418563
► http://music.163.com/#/song?id=477332020
Bbno$ teams up with Al Rocco and frequent collaborator CIG.MARGOT to form a hard-hitting track that explores his newly found and widespread popularity in China. 音乐简介:Bbno$与Al Rocco,还有经常合作的CIG.MARGOT携手,共同谱写了一支发掘他在中国那新兴而广泛的人气的充满力量与活力的乐曲。
"HOW I DO"
AL ROCCO X BBNO$
PROD. BY CIG.MARGOT
BBNO$ HOOK
Move that 动那个
Break that 摔这个
Cash another rack 再买个架子
Matter fact 实际上
Grab a strap 快抓条带子
Ima clap 我便是掌声
Brap brap 啪啊啪
Hey 嘿
In her ear like a qtip 就像棉签一样入她的耳
Armo bois I eat sujuk 亚美人的小子们我吃辣肠
Pop tags 流行标签
Pop bottles 潮流饮品
Top waddles game 最摇摆的游戏
I ain’t playing 我没不正经
You a stain 你是污点
Fuck the fame 去它的名誉
Overseas I ain’t no lame 放眼四海我非儿戏
Oh baby how you do it 噢宝贝你怎么做到的
There’s really nothing to it 实际上这真的没什么
ALROCCO VERSE
Ok I'm overseas I'm overseas I'm rolling in w**d I'm getting creamed
好,我出国了,我出国了,我在抽烟,我很兴奋
Whipppin’ Benzes goggled lensed if you know what I mean
快把靓妹,快找美女,如果你知道我什么意思
Tokyo to Toronto and they know we got asian lean
从东京到多伦多他们都知道我们要搞到亚洲的水
Look me up in Chinatown shorty and ask for ROC
过不久来中国城找我,问我中国的事!
Aw yeah baby girl I know you grinding tryna get it all
噢耶,宝贝,我知道你努力,想要我全都
Hustling with a hustler baby mama love it raw
想要努力赚钱,赚钱,她爱我
Thought I was a rich chigga god dang ain't ur fault
不过我是个有钱的中国佬,这你倒是没说错
Cause my people know who them real China gods,
因为我的人们知道谁是他们真的中国神
We the China god.
我们是中国神
BBNO$ HOOK
Move that 动那个
Break that 摔这个
Cash another rack 再买个架子
Matter fact 实际上
Grab a strap 快抓条带子
Ima clap 我便是掌声
Brap brap 啪啊啪
Hey 嘿
In her ear like a qtip 就像棉签一样入她的耳
Armo bois I eat sujuk 亚美人的小子们我吃辣肠
Pop tags 流行标签
Pop bottles 潮流饮品
Top waddles game 最摇摆的游戏
I ain’t playing 我没不正经
You a stain 你是污点
Fuck the fame 去它的名誉
Overseas I ain’t no lame 放眼四海我非儿戏
Oh baby how you do it 噢宝贝你怎么做到的
There’s really nothing to it 实际上这真的没什么
BBNO$ VERSE
My money keep on stacking up 我的钱越叠越高
I’m sipping witha single cup 我用一个杯子啜饮饮料
The finest lean, the china lean 最棒的紫水,中国的水
I’m a silly boi pop a bean 我真是个傻小子去吃豆子
Like where you been it’s 2012 就像你2012在的地方
My demographic age is 12 我的人口学年龄是12
My rap game be da commonwealth 我的rap成为了联邦
And I be asus - you be dell 而我是华硕——你是戴尔
Brand new clique 全新的帮派
Brand new bitch 全新的妞
Whatchu wanna do 你想怎么的
What a thought in my brain 我的脑子里有个想法
And it‘s kinda rude 而这想法有点粗鲁
Baby bib 宝贝围兜
And it‘s iced 而它已经冷冰冰了
How I like my food 我多喜欢我的食物
Got a feat 被Al Rocco
From Al Rocco 请来做音乐
Up in China too 也来到了中国
@ALROCCO
► http://www.alrocco.com
► http://instagram.com/alrocco
► http://weibo.com/alrocco
► http://soundcloud.com/alrocco
@BBNOMULA
► http://instagram.com/bbnomula
► http://soundcloud.com/bbnomula
PROD. BY @CIGMARGOT
► https://instagram.com/cigmargot
► https://soundcloud.com/cigmargot
![post-title](https://i.ytimg.com/vi/evbz7C1xksk/hqdefault.jpg)
new rich意思 在 阿滴英文 的推薦與評價
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new rich意思 在 【英語Rich 100】 一般的有錢:Rich, Wealthy, Well-off... 的推薦與評價
Wealthy ,高級英語,稍稍正式一點的講法,Wealthy和Rich有一點不同,Wealthy的人通常是經過長期的積累,不是暴發戶,所以不會有The New Wealthy這種說法 ... <看更多>