🌻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,...
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มาร่วม #เชียร์ไทยใช้ใจล้วนๆ ไปกับ BNK48 กันนะคะ 😊
Come on, Come on, Come on, Come on baby
ไหนใครรอเสื้ออยู่ ยกมือขึ้น!
โอตะและสาวกช้างศึกทั้งหลายพร้อมแล้วใช่ไหม?
OFFICIAL : BNK48 x Changsuek "Surprise! BOX SET"
กล่องเดียวจบ ไม่ต้องทำนายเพิ่ม
เซ็ตของที่ระลึกกองเชียร์ทีมชาติไทยอย่างเป็นทางการของ BNK48 ที่ให้คุณเท่ก่อนใคร ด้วยชุดเชียร์ครบมือ ฟินกันให้ครบชุด
- เสื้อเชียร์ Warrix รุ่น OFFICIAL BNK48 x Changsuek ลิขสิทธิ์แท้อย่างเป็นทางการ สกรีนแท็กพร้อมรัน Unique Number และให้คุณเลือกชื่อเมมเบอร์และไซส์เสื้อได้ตามใจทุกโอชิ ไม่ว่าจะเป็น
CHERPRANG, MIORI, JANE, JENNIS, PUN, MUSIC, JIB, NOEY, ORN, TARWAAN, KAEW, KAIMOOK, PUPE, MOBILE, NAMNEUNG, SATCHAN, KORN, JAA, CAN, MIND, NINK, NAMSAI, KATE, IZURINA, MAYSA, PIAM
รอบอกเสื้อ S 32" / M 36" / L 40" / XL 44"/ 2XL 48" / 3XL 52"
พร้อมชุดเชียร์จาก BNK48 x Changsuek ภายในกล่อง
- หมวก BNK48 x Changsuek บ่งบอกความเป็นแฟนคลับได้ทั้งใจ
- ผ้าพันคอรุ่น BNK48 x Changsuek ชูเพื่อเชียร์ให้กำลังใจทั้งช้างศึกและทุกเมมเบอร์ BNK48
- กระเป๋าผ้ารุ่น BNK48 x Changsuek ตามติดทุกขอบสนามและขอบเวทีไปกับคุณทุกที่
พิเศษสุด!
ภายในกล่อง คุณจะได้รับบัตร "ช้างศึกเมมเบอร์" บัตรที่จะให้แฟนช้างศึก มีสิทธิพิเศษเหนือใครในทุกๆ แมตช์
และ 5,000 คนแรก รับบัตรแพ็คเกจเข้าชมฟุตบอลคิงส์คัพครั้งที่ 46 ทั้ง 2 วัน (22 และ 25 มีนาคม) ให้คุณตามเชียร์ทีมชาติไทยและ BNK48 ได้แบบเต็มอิ่ม ในโซน W2 และ W3
ด่วน! จำกัดจำนวนเซ็ต ลิมิเต็ด อิดิชั่นเพียง 10,000 ชุดเท่านั้น (จำกัดจำนวนผู้ซื้อ 1 คนต่อ 1 กล่อง)
จัดจำหน่ายในระบบ PRE-ORDER เริ่มศุกร์ที่ 9 มีนาคมนี้ทางออนไลน์ที่ไทยทิคเก็ตเมเจอร์ ราคากล่องละ 3,000 บาท
โดยแบ่งการรับสินค้าเป็น 2 รอบ
รอบแรก
5,000 คนแรก จะได้รับ BOX SET นี้ก่อน โดยสามารถรับสินค้าได้ที่บริเวณสนามราชมังคลากีฬาสถาน ณ งานฟุตบอลชิงถ้วยพระราชทานคิงส์คัพ ในวันที่ 22 มีนาคมนี้ (รายละเอียดเรื่องสถานที่และการรับสินค้าจะประกาศให้ทราบอีกครั้ง)
หรือจัดส่งไปรษณีย์ (มีค่าจัดส่งเพิ่ม 150 บาท)
รอบสอง
5,000 คนในชุดที่สอง รับ BOX SET นี้ได้ที่ตู้ปลา (สตูดิโอไลฟ์ BNK48 ณ ศูนย์การค้าเอ็มควอเทียร์) หลังจากวันที่ 1 เมษายน 2561 (รายละเอียดเรื่องสถานที่และการรับสินค้าจะประกาศให้ทราบอีกครั้ง) หรือจัดส่งไปรษณีย์ (มีค่าจัดส่งเพิ่ม 150 บาท)
รีบเลย จัดก่อนเท่ก่อน พร้อมใส่ไปเชียร์ในงานฟุตบอลชิงถ้วยพระราชทานคิงส์คัพ 22 และ 25 มีนาคมนี้
รายได้หลังหักค่าใช้จ่าย นำเข้ามูลนิธิ Special Olympics เพื่อพัฒนาผู้บกพร่องหรือพิการทางสติปัญญาในการใช้ความสามารถด้านกีฬา
ได้เชียร์ ได้ใจ ได้บุญ
#ช้างศึก #BNK48 #เชียร์ไทยใช้ใจล้วนๆ
Come on, Come on, Come on, Come on baby
Who is waiting for the shirt? Raise your hand!
Otaku and battle elephant disciples ready?
OFFICIAL: BNK48 x Changsuek " Surprise! BOX SET "
One Box is done. No need to predict more.
Bnk48's official Thai National Cheer set that lets you be cool before anyone else with a full set of support set. So happy.
- official bnk48 x cheer shirt. Original Copyright. Screen tag with unique number and let you choose the name, members and shirt size as you wish.
CHERPRANG, MIORI, JANE, JENNIS, PUN, MUSIC, JIB, NOEY, ORN, TARWAAN, KAEW, KAIMOK, PUPE, MOBILE, NAMNEUNG, SATCHAN, KORN, YAA, CAN, MIND, NINK, NAMSAI, KATE, IZURINA, MAYSA, MAYSA, PIAM
Chest Shirt S 32 " / M 36 " / L 40 " / XL 44 "/ 2 XL 48 " / 3 XL 52 "
With Cheer Set from bnk48 x changsuek inside the box
- hat bnk48 x changsuek indicates fan club with all my heart.
- bnk48 x changsuek scarf to cheer up both battle elephants and all members bnk48
- Fabric Bag. Bnk48 X Changsuek. Follow all sidelines and sidelines with you everywhere.
Super Special!
Inside the box, you will receive a "member" card that will give war elephant fans the privilege over anyone in every match.
And the first 5,000 people receive the 46th King's football ticket for all 2 days (22 and 25 March) for you to support Thai National Team and bnk48 in w2 zone. And W3
Urgent! Limited to limited edition set. Only 10,000 sets (LIMITED TO 1 BUYERS PER 1 Box)
Selling in pre-order system. Starting this Friday 9 March online at Thailand. Ticket Major. Price is 3,000 baht per box.
By dividing the product into 2 rounds.
First round
The First 5,000 people will receive this box set first. You can pick up at the royal stadium cuddle, Sports class at King's cup football event on 22 March cuddle (details about location and pick up. Product will be announced again)
OR POSTAGE (shipping fee 150 baht)
Second round
5,000 people in the second set. Get this box set at the fish tank (bnk48 live studio at emquartier shopping center) after April 1, 2561 (location details and pickup will be announced. Know again) or postage (shipping fee 150 baht)
Hurry up. Let's get it first. Cool. Ready to wear it to cheer up at the king's football event. Cuddle Nov 22 and 25 March.
Income after deduction. Import The Special Olympics Foundation to develop impaired or intellectual disability to use sports capabilities.
Got to cheer up and get merit.
#ช้างศึก #BNK48 #เชียร์ไทยใช้ใจล้วนๆTranslated
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