🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:
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: 這不算是基礎的估值會議)
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.
(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)
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)
🌻好股介紹(不是推薦): Pool Corporation (POOL)
美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.
今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.
POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.
公司網站: https://www.poolcorp.com/
Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.
“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784
🌻復盤2010科技股
有人說, 今年科技股像是2010年, 漲不太起來.
好奇心驅使下, 我去挖了點資料.
結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.
那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.
所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.
The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010
Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453
NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf
🌻我平常做的功課
曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.
目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.
固定看的網站: CNBC
每季做的事情: 看&整理公司季報結果.
平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).
Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........
同時也有1部Youtube影片,追蹤數超過7萬的網紅Elaine Hau,也在其Youtube影片中提到,Please check out my business Luxury Fashion Rentals, a luxury handbag rental e-commerce website: https://luxuryfashionrentals.com 中文字幕請打開[字幕](右下方):) ...
pool money中文 在 Yoomjji Fanpage 企鵝妹 Facebook 的最佳貼文
August Week 2 Schedule
This schedule is just temporary !
8.8 (WED) - No Stream (Moving Day)
8.9 (THURS)
IRL : If Jinny Was a Taiwanese
IRL : Random Chat on Internet
Game : Hearthstone Casino
IRL : Night Concert
Game : Nier Automata Night Run (Finish Part 2)
8.10 (FRI) - Somi Guest Stream
Contents preparing ..
8.11 (SAT) - Outdoor Stream
(Earn Money with 100 dollars challenge outdoor stream)
8.12 (SUN)
IRL - Random Pick Make Up Challenge
(You probably won’t know what I mean until I explain this game on stream :D)
IRL - Reading Fan Fiction written by Fan
Please write short fan-fiction (you can use me or other viewers you know. And I will read on stream! You can write in both Mandarin / English (Mods will translate hehe)
Just submit by 8.12 12am!
To twitchyoom@gmail.com
Thank you for lending your creativity ! XD
Game - Nier Automata or Until Dawn
IRL : Night Concert
8.13 (MON) - CONTROL JINNY’S STREAM
You are the owner of Jinny’s stream
Choose from given options to make today’s stream sucessful!
8.14 (TUES) - Travel Stream with 75
Water Ski + Swimming Pool + Barbecue Party + Drink
8.15 (WED) - No Stream
八月第二週實況行程
這個計劃是暫定的!
8.8(三) 今天不開台(搬家日)
8.9(四)
IRL : 假如Jinny 是台灣人
IRL : 網路上隨機聊天
Game: 爐石賭場
IRL: 夜間演唱會
Game : Nier Automata Night Run (Finish Part 2)
8.10 (五) - Somi Guest Stream
內容準備中
8.11 (六) - 戶外實況
(挑戰用一百美元賺錢outdoor stream)
8.12 (日)
IRL - Random Pick Make Up Challenge
(直到我在實況上解釋之前,你可能不會了解這是什麼 :D)
IRL - 一起讀PBFs寫的虛構文章
請寫出一篇短的粉絲小說(你可以用我或是你認識的其他觀眾作為角色,然後我會在實況上讀!用中文或是英文寫都行,MOD會幫忙翻譯HEHE)
8.12 12am截止 請寄到以下信箱
twitchyoom@gmail.com
感謝你提供你的創作!XD
Game - Nier Automata or Until Dawn
IRL : 夜間演唱會
8.13 (ㄧ) - 控制Jinny 實況
你是Jinny實況的掌控者,從選項中讓今天的實況成功吧!
8.14 (二) - Travel Stream with 75
滑水 + 游泳池 + BBQ Party + Drink
8.15 (WED) - 不開台
8월 2주차 스케줄입니다!
8.8 (수) 오늘은 휴방!
8.9 (목)
IRL : 윰찌가 중국어를 잘한다면?
IRL : 랜덤채팅 해보기
게임 : 시청자랑 하스 대결
IRL : 심야콘서트
게임 : 니어 오토마타 새벽 런
8.10 (금) - 소미게스트 출연
콘텐츠 준비중
8.11 (토) - 야방
10만원으로 돈벌기 프로젝트
8.12 (일) -
IRL - 추첨 화장 챌린지
(방송때 자세히 뭔지 설명해드릴게요!)
IRL - 팬픽 읽기
(짧게 써서 twitchyoom@gmail.com 으로 보내주심 됩니당! ).
게임 - 니어 오토마타 / Until Dawn
IRL - 심야콘서트
8.13 (월)
시청자들이 고르는 윰찌방송
8.14 (화) - 지우언니와 여행방송
수상스키랑 수영장가고 바베큐파티 + 술마실거임 !
8.15 (수) - 휴방
pool money中文 在 Elaine Hau Youtube 的最讚貼文
Please check out my business Luxury Fashion Rentals, a luxury handbag rental e-commerce website: https://luxuryfashionrentals.com
中文字幕請打開[字幕](右下方):)
如果仍然看不到中文字幕,請轉到“設置”(右下方),然後轉到“字幕”,然後“自動翻譯”,然後點擊“中文”
Please turn on [CC] for English subtitles :)
If you still can't see English subtitles, then go to "Settings", then "Subtitles/CC", then "English"
中文字幕请打开[字幕] (右下方) :)
如果仍然看不到中文字幕,请转到“设置”(右下方),然后转到“字幕”,然后"自动翻译",然后点击“中文”
**這不是一個贊助的視頻,我用我自己的錢購買的。
**This video is not sponsored. I purchased the items with my own money.
**这不是一个赞助的视频,我用我自己的钱购买的。
感謝您的收看!
Thank you for watching!!
感谢您的收看!
工作電郵:e_style@live.com
For business inquiries: e_style@live.com
工作电邮: e_style@live.com
記得follow我instagram @littleelainehau
Don't forget to follow me on Instagram @littleelainehau
记得跟随我instagram @littleelainehau
http://instagram.com/littleelainehau
Snapchat: littleelainehau
Facebook Page: https://www.facebook.com/elaine.elaine.hau
Red 小红书: Littleelainehau
https://www.xiaohongshu.com/user/profile/5b61b3334eacab2711d1151b
Weibo: http://weibo.com/LittleElaineHau
Youku: http://i.youku.com/LittleElaineHau
Bilibili/B站: http://space.bilibili.com/175967309/#!/
IG Shop: http://instagram.com/jaine_beauty
pool money中文 在 YouTube Shorts monetization policies - Google Help 的推薦與評價
Starting February 1, 2023, monetizing partners will be able to earn money from ... Shorts Feed ad revenue is then allocated into the Creator Pool based on ... ... <看更多>