祝大家閱讀愉快. 周末愉快.
🌻
最近2-3周整理了11家公司的財報內容. 這些我都已經放在blog那邊. 有興趣的可以去看看(保持點神祕感, 就不特別寫出來是哪些公司了😉). Again, 因為時間跟體力有限, 我只針對一些公司做重點總結. 重要的地方我也已經劃線或是用中文翻譯. 如果看不懂英文的部分, 可以問我, 或是使用Google Translator.
(註: 我未必有投資這些公司; 就像之前說的, 看這些公司的財報, 可以幫我了解持股所在產業的趨勢, 還有世界的趨勢).
🌻"API經濟"概念股: Twilio (TWLO) (下面這段如果有錯誤的地方, 歡迎指正😅, 畢竟寫出來是拋磚引玉👏)
這次的疫情概念股之一Twilio, 從低點到目前, 漲了三倍. 您有沒有錯過呢?
之前不是很懂Twilio, 但連續看了幾家SaaS公司年報&財報後, 才發現它的價值在哪裡.
基本上, Twilio就是在它的平台上, 放了很多可以做app的工具, 然後讓程式開發者依照自己的需求, 用這些工具, 在各種介面, 做出千變萬化&且符合自己需求的app. 像這次的疫情, 因為有視訊, 線上購物, telemedicine, 網路銀行…的需求, Twilio的使用者就可以利用Twilio的平台, 做出這樣的app. 而程式設計者, 也可以透過Twilio的工具, 將各種應用軟體, 在不同的介面或是平台上接軌&整合.
而Flex是Twilio主要平台之一, 專攻客服需要用到的app (85%的客服中心仍然是就地佈署(on-premise)的狀態). 因為電商&數位化的發展, 這部分也會有很大的需求.
Anyway. 希望這樣的理解無誤…...Twilio這次的財報結果我也整理好&放到部落格那邊了.
From 分析師: “I understand your platform people are going to always find new ways to use the Twilio platform and that's I think a really exciting part of the story.”
From CEO:
“In many ways our platform approach allows us to be adapted very well to changing circumstances.”
“And I think we do continue to see opportunities that arise that have been maybe not created because of COVID but accelerated like greater macro trends that have been accelerated because of COVID that our opportunities for us to go address with future products.”
"SaaS经济从一个角度看也是API经济,对于参与者而言,在跟其他友商的集成程度非常重要。这一点在电子签名协议工具领域尤其如此,因为单纯的签名没有没意义,只有和业务办公财务等流程结合在一起才有价值。"
--->這也是Twilio一直在漲的原因
(文字來源: https://news.futunn.com/stock/13031433?src=2&user_id=112614)
🌻
今天盤後Farfetch(FTCH)公布財報了. 目前是上漲10%. 恭喜股東們!
上次寫的個股初步研究文在這裡:
https://makingsenseofusastocks.blogspot.com/2020/07/farfetchcom-ftch_29.html
🌻
對Insurance Technology(InsurTech)有興趣的讀者, 可以看看這份資料. 最近有家做InsurTech的公司Everquote(EVER)大跌, 但基本面看起來沒變. 有興趣的可以研究一下.
CBInsights Quarterly InsurTech Briefing Q4 2019
https://drive.google.com/file/d/18VATZabUa6V6CVtoOvFEsC8OKLQCfjh2/view?usp=sharing
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對數位廣告有興趣的讀者, 可以看看這兩份資料.
Statista Digital Advertising Report June 2020
https://drive.google.com/file/d/10Lp1y0Bff5rGqfy6q9Wqr4VzXAAkeWoQ/view?usp=sharing
AdAge Leading National Advertisers 2020 Fact Pack
https://s3-prod.adage.com/s3fs-public/2020-07/lnafp_aa_20200713_locked.pdf
🌻
說出"內容才是王道(content is king)"的媒體大亨Sumner Redstone去世了....R.I.P.
https://www.worldjournal.com/7094639/article-%E5%9D%90%E6%93%81cbs%E3%80%81%E7%B6%AD%E5%BA%B7-%E5%AA%92%E9%AB%94%E5%A4%A7%E4%BA%A8%E7%91%9E%E6%96%AF%E6%9D%B1%E8%BE%AD%E4%B8%96%E4%BA%AB%E5%A3%BD97%E6%AD%B2/?ref=%E7%BE%8E%E5%9C%8B
Pictures: 小鎮運河風光+比基尼美女美背照; 運河邊的帆船; 停車場下方的壁畫(有著綠色的極光.....因為這邊看的到極光)
「on the premise that中文」的推薦目錄:
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on the premise that中文 在 閃亮亮歷史天后 葉施平 Facebook 的最佳貼文
好巧 我另一個同學貼了中文版...........
「信耶穌不合科學。」一個哲學教授上課時說。
他頓了一頓,叫了一個新生站起來,說:「某某同學,你是基督徒嗎?」
...Continue Reading
Professor : You are a Christian, aren’t you, son ?
Student : Yes, sir.
Professor: So, you believe in GOD ?
Student : Absolutely, sir.
Professor : Is GOD good ?
Student : Sure.
Professor: Is GOD all powerful ?
Student : Yes.
Professor: My brother died of cancer even though he prayed to GOD to heal him. Most of us would attempt to help others who are ill. But GOD didn’t. How is this GOD good then? Hmm?
(Student was silent.)
Professor: You can’t answer, can you ? Let’s start again, young fella. Is GOD good?
Student : Yes.
Professor: Is satan good ?
Student : No.
Professor: Where does satan come from ?
Student : From … GOD …
Professor: That’s right. Tell me son, is there evil in this world?
Student : Yes.
Professor: Evil is everywhere, isn’t it ? And GOD did make everything. Correct?
Student :Yes
Professor: So who created evil ?
(Student did not answer.)
Professor: Is there sickness? Immorality? Hatred? Ugliness? All these terrible things exist in the world, don’t they?
Student : Yes, sir.
Professor: So, who created them ?
(Student had no answer.)
Professor: Science says you have 5 Senses you use to identify and observe the world around you. Tell me, son, have you ever seen GOD?
Student : No, sir.
Professor: Tell us if you have ever heard your GOD?
Student : No , sir.
Professor: Have you ever felt your GOD, tasted your GOD, smell your GOD? Have you ever had any sensory perception of GOD for that matter?
Student : No, sir. I’m afraid I haven’t.
Professor: Yet you still believe in Him?
Student : Yes.
Professor : According to Empirical, Testable, Demonstrable Protocol, Science says your GOD doesn’t exist. What do you say to that, son?
Student : Nothing. I only have my faith.
Professor: Yes, faith. And that is the problem Science has.
Student : Professor, is there such a thing as heat?
Professor: Yes.
Student : And is there such a thing as cold?
Professor: Yes.
Student : No, sir. There isn’t.
(The lecture theatre became very quiet with this turn of events.)
Student : Sir, you can have lots of heat, even more heat, superheat, mega heat, white heat, a little heat or no heat. But we don’t have anything called cold. We can hit 458 degrees below zero which is no heat, but we can’t go any further after that. There is no such thing as cold. Cold is only a word we use to describe the absence of heat. We cannot measure cold. Heat is energy. Cold is not the opposite of heat, sir, just the absence of it.
(There was pin-drop silence in the lecture theater.)
Student : What about darkness, Professor? Is there such a thing as darkness?
Professor: Yes. What is night if there isn’t darkness?
Student : You’re wrong again, sir. Darkness is the absence of something. You can have low light, normal light, bright light, flashing light. But if you have no light constantly, you have nothing and its called darkness, isn’t it? In reality, darkness isn’t. If it is, were you would be able to make darkness darker, wouldn’t you?
Professor: So what is the point you are making, young man ?
Student : Sir, my point is your philosophical premise is flawed.
Professor: Flawed ? Can you explain how?
Student : Sir, you are working on the premise of duality. You argue there is life and then there is death, a good GOD and a bad GOD. You are viewing the concept of GOD as something finite, something we can measure. Sir, Science can’t even explain a thought. It uses electricity and magnetism, but has never seen, much less fully understood either one. To view death as the opposite of life is to be ignorant of the fact that death cannot exist as a substantive thing.
Death is not the opposite of life: just the absence of it. Now tell me, Professor, do you teach your students that they evolved from a monkey?
Professor: If you are referring to the natural evolutionary process, yes, of course, I do.
Student : Have you ever observed evolution with your own eyes, sir?
(The Professor shook his head with a smile, beginning to realize where the argument was going.)
Student : Since no one has ever observed the process of evolution at work and cannot even prove that this process is an on-going endeavor. Are you not teaching your opinion, sir? Are you not a scientist but a preacher?
(The class was in uproar.)
Student : Is there anyone in the class who has ever seen the Professor’s brain?
(The class broke out into laughter. )
Student : Is there anyone here who has ever heard the Professor’s brain, felt it, touched or smelt it? No one appears to have done so. So, according to the established Rules of Empirical, Stable, Demonstrable Protocol, Science says that you have no brain, sir. With all due respect, sir, how do we then trust your lectures, sir?
(The room was silent. The Professor stared at the student, his face unfathomable.)
Professor: I guess you’ll have to take them on faith, son.
Student : That is it sir … Exactly ! The link between man & GOD is FAITH. That is all that keeps things alive and moving.
P.S.
I believe you have enjoyed the conversation. And if so, you’ll probably want your friends /colleagues to enjoy the same, won’t you?
Forward this to increase their knowledge … or FAITH.
By the way, that student was EINSTEIN
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