[斷捨離計劃繼續進行中]
[FB貼文目標: 每周兩貼-->每周一貼?]
不知道這次的疫情與大跌, 對大家有沒有甚麼啟發呢?
趁著這次疫情, 我將自己的生活做了一下整理, 並持續之前的斷捨離計劃: 整理了居家環境(地下室變得很整齊), 整理了投資筆記(部落格看起來有比較清爽一點, 也做了些筆耕; 筆記也比較organized了), 消化了幾本好書, etc.
最近也睡的挺多, 吃的挺好. 氣色因此變好. 照鏡子的時間也越來越多😆. 也開始重新擦起香水了😊(有十年沒擦了吧?)
而這次疫情, 也讓我對其他事情有了不一樣的看法, 包括在社群裡跟群友的互動, 包括檢視自己的投資能力圈. 當然, 也對投資有了一番領悟(其實就是更加確認自己的投資方式了.)
我其實也希望, 透過這次疫情與大跌, 大家能夠將生命中的事情做一下排序. 比如說, 如果花時間在其他方面, 比花在投資上還有意義&快樂, 而且死了也無憾, 那就別費精力在投資上了, 或是找個適合自己生活型態的投資方式.
總之, 要對自己好一點. 要劃對自己人生的重點.
(我呢? 投資還是我的最愛之一, 所以還是會繼續耕耘😊. 這裡的貼文會減少, 不過希望質感更好.)
Anyways. 分享一下資訊與一些想法.
1. 分析師怎麼看MSFT這次的財報結果: https://driv
https://drive.google.com/open?id=1z51G5t6MKCOfp_oixVXMmjTYFLMBZKmd
其實, 很多時候都很心疼台灣投資人: 工時長, 又忙碌, 也沒甚麼時間了解公司, 但又想在美股獲利.
對投資有興趣但沒時間, 又想要CP值高, 穩健地賺, 可以睡好好地賺, 這裡就有一家公司可以考慮了. 未來幾年, 把它拿來當存股也可以.
還有, 投資資訊多也未必是好事. 有時候斷捨離一下, 會對自己的投資更有幫助, 心也不會雜. 供參.
2. "美國有很多原文 針對數據研究漲幅超過100倍的股票
100年下來平均年複利最高的是快銷品(註: 也就是民生消費品)和醫藥
但衝最快達到100倍的 都是"改變整個人類生活面貌的大變革產業和公司""
Cat: 之前Home Depot成長很快, 也跟那個時候的時代背景有關. 那時候剛好是連鎖店崛起的時代. 好像shopping mall也是那時候崛起.
******************
“We invest in disruptions,” Ely said in an interview April 28. “They are technologically induced or induced by innovation. When that foundational change happens, there is a secular change in that industry for years to come, sometimes decades to come.”
The advantage of this approach is that the forces driving change are so strong that they continue or are even enhanced by economic upheaval.
“Yes, it matters that there is a crisis, but over the long run, it doesn’t matter what happens. These things will continue on. A young person is not going back to a bank branch,” he said.
~~~~
He further explained the type of long-term industry trends he looks for.
One example is mobile banking, which has been enabled by technological development and the build-out of 4G (and eventually 5G) communication networks. We’re still at an early stage for mobile banking and payments. “There are still 90,000 bank branches in the United States, and they are still growing. Half will go away within the next 10 to 15 years,” Ely said.
To describe the staying power of disruptive innovation, he looked way back: “In the ’80s and ’90s, during that period of expansion, some of the disruptions were PC innovation, with Microsoft MSFT, +1.37%
, and Intel INTC, -1.07%
, and big box stores, such as Walmart WMT, -0.10%
and Home Depot HD, +0.69%
. The point of naming these examples is when you had the crash of ’87 or the ’90-’91 recession, you don’t get rid of your PC and bring back a typewriter.”
Even before the coronavirus crisis, it was obvious that media streaming and mobile financial services were “better ways of doing things,” and that virtual health care “was better than going to a doctor’s office,” Ely said.
文章來源:
https://www.marketwatch.com/story/six-stock-picks-from-a-five-star-money-managers-disruptive-portfolio-2020-04-29?fbclid=IwAR04eChyO0iSVEbkuEezcIlSIXNlDiri5inDuH2Y1oV2xlCNwmjPTfrVq-8
Picture: 後院的鴨子(還是雁?)
(住在鄉下唯二的好處, 就是接近大自然, 還有遠離病毒.)
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