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

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

【本校防疫訊息 配合防疫警戒降為二級調整各項防疫措施】
NTU COVID-19 Prevention Message—Preventive Measures in the Upcoming Alert Level 2

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全校教職員工生大家好：

配合指揮中心宣布防疫警戒降為二級，本校調整各項防疫措施如下：

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1.7月27日起上午7時至下午7時校園進出口增至七處，夜間則維持三處進出口。校內各館舍管制維持目前三級管制方式。

總務處公告：( https://ga.ntu.edu.tw/main_ch/docDetail/55/55/28445/1100513 )

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2.暑期校方辦理課程維持遠距離，如果院系有些課程，需要實體實施，請跟教務處申請；教室內只允許50人以下上課；校屬教學大樓空間暫時維持不外借。

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3.強烈建議社團仍以辦理線上活動為主；在防疫相關規範下，於7/27~8/9期間，有條件開放室內50人、室外100人以下之實體活動（體育性活動限制室內20人、室外40人以下）；音樂性社團如無法全程配戴口罩，則不開放辦理活動；其餘體育性及旅遊性活動，因易有肢體碰觸或無法全程配戴口罩(住宿)，將輔導社團嚴格遵守防疫政策，如降低活動人數、住宿一人一室等。

課外組公告：( https://osa_activity.ntu.edu.tw/board/detail/sn/2132)

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4.學生活動中心開放社團辦公室及場地借用，惟食品、飲料技藝社辦在臺北市政府宣布開放餐廳內用前，仍暫停開放。

學生活動中心公告：(http://www.active.ntu.edu.tw/board/detail/sn/758)

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5.學生心理輔導中心(含資源教室)即日起進行三級警戒前以及警戒期間之學生的初、晤談安排，以及開放初談預約。

心輔中心公告：( https://scc_osa.ntu.edu.tw/board/detail/sn/142 )

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6.保健中心門診維持現行僅上午家醫科看診的模式，且開放接受校外人士初診。

保健中心公告：( https://shmc.ntu.edu.tw/board/detail/sn/878 )

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7.圖書館配合措施如下：
(1) 8月2日上午8時起恢復開放讀者入館，7月27～30日期間，仍維持現行閉館窗口服務及開放時間。
(2)全館各樓層開放(含自習室)，開放時間調整為週一至週五8-17時，週六、週日不開放。
(3)閱覽區及自習室一律採梅花座，總圖書館一至五樓閱覽區容留人數上限為400人，自習室容留人數上限為394人。

圖書館公告：( https://www.lib.ntu.edu.tw/node/4052 )

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8.體育室轄管之運動場館，戶外場地將開放田徑場、棒壘球場、網球場、籃球場及排球場；綜合體育館與舊體將開放室內球類場地及健身中心，供本校教職員工生、校友及本校退休人員使用。運動時須全程配戴口罩，不得違規群聚，詳細規範請洽詢體育室或參考各場地現場張貼的使用規範。

新體公告：( https://ntusportscenter.ntu.edu.tw/#/ )
體育室公告：( https://pe.ntu.edu.tw/?tid=96#/news/2366/news )

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9.校內餐廳一律外帶使用，校外委外場地防疫措施是否鬆綁依台北巿政府規定辦理，目前暫停營業商家將再協調開業時間。

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10.公文傳送仍暫維持現有運作方式。

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11.自7月27日起各單位居家辦公人數調整為不超過單位總人數之二分之一為原則，居家辦公者須完成網路電話設定，維持辦公室聯絡無中斷。此外，居家辦公人員採1小時彈性上下班時間（上班08：00至09：00、下班17：00至18：00）規定。

人事室公告：( https://ann.cc.ntu.edu.tw/asp/Show.asp?num=82539 )

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其他相關防疫措施細節，請以各權責單位網頁公告為準。

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國立臺灣大學防疫小組 敬上

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Dear NTU students and colleagues,

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According to the Central Epidemic Command Center (CECC), the current alert level will be lowered to Level 2 starting July 27. In response to this, the University is asking all of you to fully comply with the newly adjusted measures as follows.

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1.Starting July 27, the Main Campus will be accessed via the current three to seven gates, from 7 a.m. to 7 p.m. The campus can only be accessed in the evenings through the three gates. Level 3 access control will continue to be implemented to all university premises.
Click the link for more information
( https://ga.ntu.edu.tw/main_ch/docDetail/55/55/28445/1100513 )

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2.Summer courses will continue to be taught remotely. If necessary, applications for in-person classes may be filed with the Office of Academic Affairs. To this end, each in-person class should accommodate no more than 50 people. Rental of the University’s lecture buildings remains unavailable.

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3. Club events are strongly advised to be held online. In compliance with the regulations during the lowered alert level period (July 27-August 9), in-person events with no more than 50 people indoors or 100 people outdoors may be held (the number is reduced to 20 people indoors and 40 people outdoors for sports events). In-person music club events should not be held if the mask-wearing mandate cannot be enforced. For other types of sports and leisurely events where physical contact cannot be avoided or masks cannot be worn at all times (e.g. accommodation), the organizing clubs will be instructed to strictly abide by preventive measures such as reducing the number of participants and following the one person per room policy.

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4. The Student Activity Center will reopen student club offices and open rental of its spaces. However, the food and beverage club will remain closed before resumption of dining-in is announced by the Taipei City Government.

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5. The Student Counseling Center (including the Disability Support Services) will resume counseling services and reservation as of the day of the lowered alert level. Click the following for more information
(https://scc_osa.ntu.edu.tw/en/board/detail/sn/144 )

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6. The morning Family Medicine clinics at the Health Center will continue. First-time registration is allowed for non-NTU members. Click the following for more information
( https://shmc.ntu.edu.tw/board/detail/sn/878 )

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7. Preventive measures at the NTU Library are as follows:
1) The library will reopen to the general public beginning 8 a.m. August 2. From July 27 to 30, it will remain closed and only the circulation service is available.

2) All floors will reopen (including the B1 study rooms). The opening hours are 8 a.m.-5 p.m., Mon. through Fri. The library is closed on weekends.

3) Criss-cross seating will be implemented in the reading areas and study rooms. The library may accommodate up to 400 people in its reading areas (1st to 5th floors). The reading rooms may accommodate up to 394 people. Click the following for more information

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8. The Athletic Department will reopen the outdoor Sports Field, baseball and softball fields, tennis courts, basketball courts and volleyball courts. Indoor ball courts and the fitness center at the NTU Sports Center and the old Sports Center will be reopened to all members of the NTU community. Please wear a mask at all times when you play sports. Clustering in these locations is strictly forbidden. For more information, please contact the Athletic Department or refer to terms of use at every venue.

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9.On-campus food locations provide take-outs only; off-campus restaurants will follow the announcements by the Taipei City Government. Talks with the food providers on resuming operation is still ongoing.

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10. The current method for delivering official documents will continue.

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11. Starting July 27, not more than ½ of all the staff in a given academic/administrative office should work from home. Those that do should have their internet phone set up and abide by the one-hour flextime (clock in 8-9 a.m.; clock out 5-6 p.m.).

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For details of other preventive measures, please refer to online announcements of respective competent offices.

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Sincerely yours,
NTU Epidemic Prevention Team

中華電力位於長沙灣道的深水埗中心
建築圖紙在1963年由 David Y.K. Wong 入則
建築內部設計大部份為開放式工業空間
高層有多層以汽車升降機出入的停車空間
低層為機械測試和維修空間
整個建築似乎是為中電車隊加上工程維修部而設計的一部大型機器

建築圖紙在外牆結構位置標示著Rubbed Grano
應為Rubbed Granolithic 磨水石米面
直身遮光條似是無修飾面的水泥面
簡單的無修飾物料配上大面積的的橫直條建築語言
再加上一排屋簷狀的天台層
有著當時香港的多層現代主義的建築風格
可惜現時外牆一如許多同期建築
已被油漆面覆蓋

CLP Power’s Sham Shui Po Centre on Cheung Sha Wan Rd -
David Y.K. Wong was the architect that signed off the submission drawing in 1963. The architecture was designed mostly with open-plan industrial spaces. Lower level consisted of machinary & workshop spaces, with 2 vehicle cargo lifts leading the way to the upper floor carparks. It seems to be a building that was designed for CLP’s engineering & repairing team like a huge machine.

The structural areas of the building facades are annotated with “Rubbed Grano” - which seems to be a textural treated Rubbed Granolithic finish. The vertical fins seemed to be left with unfinished concrete finish. With the large areas of vertical fins and occational horizontal features, with a series of connecting pitched roofs at the top - a very unique modernism style that can be seen in the HK multi-storey buildings in that generation. It’s a pity that the exterior finishes are currently covered by paint - the same as many other buildings from that time

#現代主義建築 #現代主義
#深水埗 #香港
#modernarchitecture #modernism
#shamshuipo #hongkong
#1kmArchitecturalPhotography 1km Studio

PUBG เป็นเกมที่มี Hacker พบได้บ่อยมาก ครั้งนี้คน Hack เหมือนน่าจะเป็นเด็ก Hack ได้โฉ่งฉ่างมากๆ เป็นอีกครั้งที่ทำให้ผมเอื่อมระอากับเกมนี้เต็มที (โปรวิ่งเร็วครับ)

Battlegrounds is an action game in which up to one hundred players fight in a battle royale, a type of large-scale last man standing deathmatch where players fight to be the last alive. Players can choose to enter the match solo, or with a small team of up to four people. In either case, the last person or team left alive wins the match.

Each match starts with players parachuting from a plane onto a map area approximately 8 by 8 kilometres (5.0 mi ? 5.0 mi) in size, The plane's flight-path across the map varies with each round, requiring players to quickly determine the best time to parachute out. Players start with no gear beyond customized clothing selections which do not affect gameplay. Once they land, players can search buildings and other sites to find weapons, vehicles, armor, clothing, and other equipment. These items are procedurally distributed throughout the map at the start of a match, with certain high-risk zones typically having better equipment. Killed players can be looted to acquire their gear as well. Players can opt to play either from the first-person or third-person perspective, each having their own advantages and disadvantages in combat and situational awareness; though server-specific settings can be used to force all players into one perspective to eliminate some advantages.

Every few minutes, the playable area of the map begins to shrink down towards a random location, with any player caught outside the safe area taking damage over time and eventually being eliminated if the player does not enter the safe zone; in game, the players see the boundary as a shimmering blue wall that contracts over time. This forces players into a more confined area, increasing the chances of encountering other players. During the course of the match, random regions of the map are highlighted in red and bombed, posing a threat to players that remain in that area. In both cases, players are warned a few minutes before these events, giving them time to relocate to safety. At random, a plane will fly over various parts of the playable map and drop a loot package, containing items which are typically unobtainable during normal gameplay. These packages emit highly visible red smoke, drawing interested players near it and creating further confrontations. On average, a full round takes no more than 30 minutes.

At the completion of each round, players gain in-game currency based on how long they survived, how many other players they had killed, and how much damage they dealt to other players. The currency is used to purchase crates which contain cosmetic items for character customization.

PUBG Solo Rank 1 : 2017 10 02

Battlegrounds is an action game in which up to one hundred players fight in a battle royale, a type of large-scale last man standing deathmatch where players fight to be the last alive. Players can choose to enter the match solo, or with a small team of up to four people. In either case, the last person or team left alive wins the match.

Each match starts with players parachuting from a plane onto a map area approximately 8 by 8 kilometres (5.0 mi ? 5.0 mi) in size, The plane's flight-path across the map varies with each round, requiring players to quickly determine the best time to parachute out. Players start with no gear beyond customized clothing selections which do not affect gameplay. Once they land, players can search buildings and other sites to find weapons, vehicles, armor, clothing, and other equipment. These items are procedurally distributed throughout the map at the start of a match, with certain high-risk zones typically having better equipment. Killed players can be looted to acquire their gear as well. Players can opt to play either from the first-person or third-person perspective, each having their own advantages and disadvantages in combat and situational awareness; though server-specific settings can be used to force all players into one perspective to eliminate some advantages.

Every few minutes, the playable area of the map begins to shrink down towards a random location, with any player caught outside the safe area taking damage over time and eventually being eliminated if the player does not enter the safe zone; in game, the players see the boundary as a shimmering blue wall that contracts over time. This forces players into a more confined area, increasing the chances of encountering other players. During the course of the match, random regions of the map are highlighted in red and bombed, posing a threat to players that remain in that area. In both cases, players are warned a few minutes before these events, giving them time to relocate to safety. At random, a plane will fly over various parts of the playable map and drop a loot package, containing items which are typically unobtainable during normal gameplay. These packages emit highly visible red smoke, drawing interested players near it and creating further confrontations. On average, a full round takes no more than 30 minutes.

At the completion of each round, players gain in-game currency based on how long they survived, how many other players they had killed, and how much damage they dealt to other players. The currency is used to purchase crates which contain cosmetic items for character customization.

PUBG ไร้พ่าย Rank 1 เท่านั้น

Battlegrounds is an action game in which up to one hundred players fight in a battle royale, a type of large-scale last man standing deathmatch where players fight to be the last alive. Players can choose to enter the match solo, or with a small team of up to four people. In either case, the last person or team left alive wins the match.

Each match starts with players parachuting from a plane onto a map area approximately 8 by 8 kilometres (5.0 mi ? 5.0 mi) in size, The plane's flight-path across the map varies with each round, requiring players to quickly determine the best time to parachute out. Players start with no gear beyond customized clothing selections which do not affect gameplay. Once they land, players can search buildings and other sites to find weapons, vehicles, armor, clothing, and other equipment. These items are procedurally distributed throughout the map at the start of a match, with certain high-risk zones typically having better equipment. Killed players can be looted to acquire their gear as well. Players can opt to play either from the first-person or third-person perspective, each having their own advantages and disadvantages in combat and situational awareness; though server-specific settings can be used to force all players into one perspective to eliminate some advantages.

Every few minutes, the playable area of the map begins to shrink down towards a random location, with any player caught outside the safe area taking damage over time and eventually being eliminated if the player does not enter the safe zone; in game, the players see the boundary as a shimmering blue wall that contracts over time. This forces players into a more confined area, increasing the chances of encountering other players. During the course of the match, random regions of the map are highlighted in red and bombed, posing a threat to players that remain in that area. In both cases, players are warned a few minutes before these events, giving them time to relocate to safety. At random, a plane will fly over various parts of the playable map and drop a loot package, containing items which are typically unobtainable during normal gameplay. These packages emit highly visible red smoke, drawing interested players near it and creating further confrontations. On average, a full round takes no more than 30 minutes.

At the completion of each round, players gain in-game currency based on how long they survived, how many other players they had killed, and how much damage they dealt to other players. The currency is used to purchase crates which contain cosmetic items for character customization.