關於 second morning台灣 ，我們在網路上蒐集到這些相關的討論、資訊與評價

【#mc來推坑】innisfree超Q滿額贈>>>bit.ly/3AQH0dw
innisfree週年慶把上半年的生力軍紅茶安瓶加大了！還把韓國人氣文創品牌Second Morning 帶來給台灣消費者啦～

#marieclairetw #E編

台灣也能收藏到超可愛韓國文創小物了！
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📲😝我們的IG：@foody_tw

🌻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.

#學生手帳 #學年誌 #學生手帳挑選
＿
舖米 Pumi
E-mail：pumiii2018@gmail.com
IG：PumiˍJournal (https://www.instagram.com/pumi_journal/)
Tiktok：https://www.tiktok.com/@pumijournal
Shop：https://shopee.tw/pumi17
影片禁止轉載、二改、商用｜本支影片非贊助影片

抽獎｜抽出兩本學年誌手帳
時間｜即日起至10/9(六）24:00
規則｜訂閱舖米、底下留言 #我要抽獎 並告訴我你覺得被燒到哪個功能！
（IG那邊會抽出一本，記得去看貼文）

2022手帳季進階班｜
EP1.老派日曆Ｘ拼貼指南
https://youtu.be/pzfcd4KEvuQ
EP2.寄思手帳Ｘ拼貼大賞
https://youtu.be/RmkdIKNMKdM
EP.3 學年手帳Ｘ挑選指南
https://youtu.be/Z9JuChSWttQ
EP.4 日本文具Ｘ選購指南（預告）

2021手帳季入坑指南｜
https://www.youtube.com/watch?v=NPHyGMIhfDU&list=PL4O1rAHEUX_WL1wVLJ0RgCx7w05Jp_O_A

00:00 開場
00:58 什麼是「學年誌」
01:35 學年誌適合的三種人
01:43 1.作息符合學期的人
02:22 2.專門用來記錄讀書的人
03:00 3.年中想購入手帳的人
03:58 學年誌開箱1.橫式週計畫
06:22 學年誌開箱2.直式時間軸
07:57 抽獎


去看看其他影片吧｜
👉🇰🇷韓國文創品牌Second Morning🍋文具開箱｜Korean Stationery Haul｜semo unboxing｜舖米Pumi
https://youtu.be/pGdeEkoppJM
👉萬年不敗💕「無印良品」手帳本詳細開箱！｜手帳控｜手帳季｜2021手帳季｜舖米Pumi
https://youtu.be/-jC0A-t55TU
👉日付是什麼？又來放火🔥超豐富「主婦日付」詳細開箱！｜手帳控｜日付貼紙｜日期貼紙｜2021手帳季｜舖米Pumi
https://youtu.be/lRBbNQbGqPY
👉海洋生物🐳十月子彈筆記設計分享 October Bullet Journal ｜海洋生物們🦈魟魚🐟Stingray｜ Plan With Me 2020｜舖米Pumi
https://youtu.be/LvlksvKRvn0

樂曲提供：Production Music by http://www.epidemicsound.com

因為出很嚴重的車禍，美國9/17時間走了，我會美國一個月左右，10月中回台灣
隔離旅館都定好了，也照時打第二劑疫苗了。

謝謝大家的支持
想幫助我朋友的家人的人可以到這個gofundme捐錢給Caitlin的家人.

https://gofund.me/552e6821

After passing from complications from a severe car accident, my friend passed away on the morning of the 17th.

I’m back in the USA and will go back to Taiwan in the middle of October. Ive already gotten my second dose of the vaccine (first was AZ, second was Moderna), and I’ve got my quarantine hotel for when I get back to Taiwan already booked.

If you want to help Caitlin’s family, you can donate to the gofundme above.

#caitlin
#台灣
#usa

0:00 intro
跑山獸 Beast Runners
https://www.beast.run/

2:00 DAY1 - 46km / 2900m 11h40m
丹大林道
七彩湖 (2km before)

2:58 DAY2 - 27.8km / 2950m 17h16m

六順山 Liu Shun Shan
關門山
大石公山
丹大山 Danda shan
太平溪源 Taping valley

5:00 DAY3 - 15.7km / 1640m 9h0m
內嶺爾山
義西請馬至山
烏妹浪胖山
僕落西擴山
嘆息灣 Bay of Sighs

7:20 DAY4 - 21.7km / 2750m 12h25m
馬利加南山北峰 Ma LiJia nanshan
馬里亞文路山
馬博拉斯山 MaBoLaSi shan
秀姑巒山 Xiu Gu Luan shan
中央金礦山屋

9:50 DAY5 - 23.5km / 250m 4h50m
八通關
崩塌
觀高坪
樂樂山屋
東埔 (hotspring)


Thanks big brother 古明政 remind me about human limits and how to push them. Even I was promising my self during second day I will never go mountains with someone else (one person, one problem), I hope we can do soon another adventure.

Combination of long and hot walk with relatively heavy bags in first day and second day section between 六順山 to 丹大山 (usually done in 2-3 days) totally without water was beyond madness. When we realized we are out of any water source (even mud could not squeeze) and terrain getting more difficult I start little panic. Brother Ku offer me cold Oolong tea from his heavy bag 🙂 (or it was just imagination caused by dehydration). For rest of afternoon and evening we have been on half litter of water. Solution was only move painfully in hard terrain ahead in dark and reach 丹大山 and valley 太平溪源. When we found water upstream we hug each other and all was just past...

Next days took easier and enjoy beutiful mountains and valley of Taiwan. My dream come true and we stood night in most beutifull valley 嘆息灣 I ever visit. These places are not commonly visited by hikers since they are not even located in range of days from 百岳.

Weather was without any rain or clouds and Mabolashi ridge was amazing for 4th days and final part of mountain section with stunning views.

Last morning over Batonguan 八通關 and its landslide was nice mixture of Beauty and Beast of Taiwan mountains. Beer and hotspring bath in 東埔 Dongpu was perfect end.

in video: Petr Novotny & 古明政

跑山獸 Beast Runners
https://www.beast.run/


#beastrunners
#跑山獸
#中央山脈大縱走
#台灣百岳