🌻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14部Youtube影片,追蹤數超過17萬的網紅Lok Cheung,也在其Youtube影片中提到,Along the years I had reviewed SO many gears; what did I take when I can only take so much on a plane? Special thanks to these patrons who had pick t...
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Often times as a small business owner, I tend to get frustrated that I do not have the means to compete with larger corporations in the same field. It's not that I have a lesser product, it's the fact that I have lesser resources to showcase it.
But as they say, slowly but surely. I believe with hard work, dedication & determination - We will get there one day!
This video is an accurate portrayal of how we feel with each new registration for our #SpeakForSuccess workshop (More details here: https://forms.gle/2axQYVS7VkWsBGN69)
If you're a small business owner, let me know if this video resonates with you by liking, commenting or sharing this post!
"When you buy from a small business, you're not helping a CEO buy a 3rd vacation home. You're helping a little girl get dance lessons, a little boy get his team jersey, a mom put food on the table, a dad to pay a mortgage or a student pay for college" - Author Unknown
when you buy from a small business 在 柬埔寨房地產投資 Facebook 的最佳貼文
Why should you buy a condo in Cambodia?
Living in a condo can save time for those who are working. The people of Cambodia are rapidly urbanizing, especially people between the ages of 25 and 40. These people want to improve their careers and start a business. And being in the city helps them achieve these goals. Here are the reasons why you should buy a condo.
1. Less housework
The condo is small compared to the villa and there is no yard or road for maintenance. This means that residents spend less time cleaning and maintaining their homes. In addition, many condos offer cleaning and utility services without interruption.
2. Everything at your fingertips
Condos are often built in the commercial district of the city center. This means you have access to everything the city has to offer and can get there quickly.
In Phnom Penh and Sihanoukville, condominiums are close to schools, hospitals, government offices, markets, restaurants, banks and more.
Condo offers more luxury than other types of houses. Having a gym, swimming pool and meeting room in your building means you do not have to travel much.
3. Community Feelings
Neighbors can help you when you accidentally lock out of your condo. Or maybe they become friends and you can grill with them on the weekends. The condo gives you the opportunity to connect with other people living in the same community.
4. condos are more useful than renting a luxury house
For the same level of luxury, it may be better to buy a condo rather than rent a house. The monthly payment will be similar but with the condo you will get it back in the future. For example, if you rent a twin villa, you pay between $ 1,500 and $ 2,000 a month.
5. Return on Investment
Condos can be profitable in two ways. First, they appreciate the value of the past year. Maybe you will choose to live there for 10 or 20 years. When you decide to sell, you get more than you pay for. Second, you can rent a condo instead of living there. Rental rates in cities in Cambodia can range from $ 500 to $ 2,500. This means you can start earning about 8% and 10% per year.
6. Low maintenance
The condo does not need constant repair. Due to its small size, maintenance is usually covered at least in part by building management.
7. Low starting price
The condo is affordable compared to the property next door. In fact, in Cambodia it is cheaper than in other parts of Asia. Many condo units for sale in Phnom Penh sell for just $ 60,000 per unit. It is slightly higher for units around the city's central business district, such as Chamkarmon, where the average starting price is $ 100,000. For one bedroom.
8. Flexibility
In general, condos offer more flexibility than land-based properties. The buying process is faster and there are more options. Although clusters are gaining popularity in the suburbs and suburbs, condos will soon be covering the streets of the city.
when you buy from a small business 在 Lok Cheung Youtube 的精選貼文
Along the years I had reviewed SO many gears; what did I take when I can only take so much on a plane?
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when you buy from a small business 在 Lukas Engström Youtube 的最讚貼文
This week in Taiwanese related international news:
00:00 Intro
00:59 Americans to wear masks for 100 days
01:33 Tsai, the Covid Crusher
02:09 Stricter mask requirements in Taiwan
03:12 Taiwan ❤️ Beer
04:06 Buy Australian wine
04:37 Guadalajara Book Fair
05:05 Traveling reporter@Xiaofei小飛 's English sign
06:27 Taiwan airline China Airlines
07:32 Taipei 101 is really 101 floors!
08:23 Please subscribe ❤️
Do you want to see MORE videos like this one? Please consider supporting me on Patreon as all my income will go directly back into the channel and cover either future travels or other resources: https://www.patreon.com/LukasEngstrom
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when you buy from a small business 在 Dan Lok Youtube 的精選貼文
How Does One Start A Business And Sustain It? If You Want Honest, No BS Advice From Dan Lok And His Digital Marketing Advisor Jeremy Haynes, Then Join The Next FREEDOM Challenge. Apply Right Now: https://howtostartabusiness.danlok.link
Most business owners are not cut out to be an entrepreneur. They are good at what they do in their field but that doesn’t mean they have the skills to run a business. If you want to start a business, set yourself up for success by following P-P-H-D.
▬▬▬▬▬▬▬▬▬▬ Video Highlights ▬▬▬▬▬▬▬▬▬▬
0:00 Intro
0:15 Why 95% of Businesses Fail
1:15 First Steps To Starting A Business
2:20 Sacrifices You Need To Make When Starting A Business
4:22 "You Don't Know What You Don't Know"
5:11 Solving Business Problems
6:14 Best Business To Start Nowadays
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
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Check out these Top Trending Playlists -
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Dan Lok has been viewed more than 1.7+ billion times across social media for his expertise on how to achieve financial confidence. And is the author of over a dozen international bestselling books.
Dan has also been featured on FOX Business News, MSNBC, CBC, FORBES, Inc, Entrepreneur, and Business Insider.
In addition to his social media presence, Dan Lok is the founder of the Dan Lok Organization, which includes more than two dozen companies - and is a venture capitalist currently evaluating acquisitions in markets such as education, new media, and software.
Some of his companies include Closers.com, Copywriters.com, High Ticket Closers, High Income Copywriters and a dozen of other brands.
And as chairman of DRAGON 100, the world’s most exclusive advisory board, Dan Lok also seeks to provide capital to minority founders and budding entrepreneurs.
Dan Lok trains as hard in the Dojo as he negotiates in the boardroom. And thus has earned himself the name; The Asian Dragon.
If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
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#DanLok #StartABusiness #Entrepreneurship
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about How To Start A Business?
https://youtu.be/LR-xrYyGdQM
https://youtu.be/LR-xrYyGdQM