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.
同時也有82部Youtube影片,追蹤數超過9,410的網紅Miley青山舞莉,也在其Youtube影片中提到,SHOP NOW FROM LINK BELOW! NUGU X MADISON KAI https://abit.ly/miley_madisonkai_youtube ► A B O U T Hello! I'm Miley and I'm from Tokyo. I was raised...
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【國立臺灣大學109學年度畢業典禮 致詞代表 資訊工程學系韓哈斯】
Student Address, National Taiwan University Commencement 2021
International student Seth Austin Harding from Department of Computer Science and Information Engineering
.
校長、教授、以及在螢幕前的各位同學,大家好。非常感謝臺大給我這個機會。我是韓哈斯,來自美國華盛頓特區。我會以自身的真實經驗出發,來跟大家分享臺大帶給我的收穫。
我當初為什麼選擇來台灣求學呢?我小時候非常喜歡看武打片,然後我十歲的時候去看了一部電影叫做「功夫熊貓」。這部電影成為了我最喜歡的電影,主角「阿波」的故事跟我的故事很像。我看完了之後就決定要開始學功夫,所以去了「美國武術學院」。那個時候我每天都聽旁邊的人講中文,到了高中我就決定開始學中文。當時我遇到了一位貴人,她是從台北到美國來教書的中文老師,她教的課是我當時最喜歡的課,我每天去她的教室跟好朋友練習。到了高中畢業時,我是全高中中文最好的非母語人士。同時,我第二喜歡的課程是電腦科學,那時候我是程式能力數一數二的學生。後來在成功錄取夢寐以求的學校:臺灣大學之後,我感到雀躍不已,因為我既可以繼續學習中文,也可以持續在世界頂尖的學府中,往電腦科學的方向精進自我。
不過老實說,當我回顧大一的時期,我也曾迷失自我。雖然我修了很多很多的中文課,但是我那時只聽得懂大概一半的課程內容。跟大家對美國人的印象不同,我其實很害羞,也很害怕舉手提問,我甚至不太敢參與社交,所以當時朋友也很少。我開始想家,也變得有一點憂鬱。那時籃球是我唯一的紓壓方式。
但更不幸的是,我在打籃球時弄傷了我的前十字韌帶,做了兩次手術,需要一年半才能恢復。許多的負面情緒壓得我喘不過氣。我被困在人生的低谷,不知如何是好。我覺得我的中文不夠好,我也被診斷出失眠跟ADHD,另外,美國高中的數學太簡單了,來這邊不夠用。種種壓力讓我足不出戶,找不到自己的人生方向。後來,我向臺大心輔中心以及我的心理醫師尋求協助,然後我也開始跟系上有更多互動。有一位教授叫徐宏民跟我說,"Never give up",雖然那時候我覺得這句話太過於簡化了我的問題,不過,在我仔細思考了一個禮拜之後,我下定決心,發誓不讓自己被這些事擊敗。我決定要克盡全力,認真做好每件事。這是我人生的轉捩點,我開始變得異常自律。當時廖世偉教授和洪士灝系主任帶我進入它們的研究室鑽研學術。這重燃了我對資訊工程的熱忱,提醒了我當初會愛上這個領域的原因。我開始研究人工智慧以及區塊鏈,也開始跟其他系上同學交朋友,一起成立臺大人工智慧應用社NTUAI。NTUAI現在是校內頗具規模的技術研究社團,致力於推廣人工智慧給任何對該領域有熱忱的學生。歡迎加入NTUAI,可以掃描我們的QR CODE。
最近,由於疫情的緣故,我已經一年半沒回美國了。但是沒關係,因為我已經找到了我第二個家。我很愛臺大,以及台灣的人事物。雖然我經歷了人生的低潮,但這裡的一切總是給我滿滿的祝福與協助。最後,我想送給大家「功夫熊貓」裡的一句台詞: "You just need to believe"。只要用樂觀的態度去面對困難,就有能力改變自己,甚至改變身旁所愛的人。就像阿波的父親說的,"心誠則靈,只要你相信,點石就能成金。根本沒有什麼秘笈。只有你。"謝謝大家。
.
==============================
.
President, professors, and classmates, I'm very honored to be here. Thank you to NTU for giving me this opportunity. My name's Seth Austin Harding, and I'm from the D.C. metropolitan area. I'm going to tell a real story that's personal but that's relatable and what I see as the real me.
What motivated and guided me to take my undergraduate studies in Taiwan? When I was very young, I really loved watching kung fu movies, and when I was 10 years old, I went to the theater to watch "Kung Fu Panda". This became my favorite movie as I felt like the story of the main character Po was one to which I could very much relate. After watching this movie, I decided that I wanted to start learning kung fu, so I went to the United States Wushu Academy. At the time, I began hearing Mandarin on a daily basis, so when I was in high school, I decided to begin formally studying Chinese. It ended up being my Chinese teacher from Taipei who was my favorite teacher who taught my favorite class, so I decided I'd hang out in the Chinese classroom every day and practice lots. By the time graduation came around, I had attained the highest proficiency in Chinese among any non-native speaker in my school. My second favorite class was computer science, and I ended up attaining among the best coding skills in my school. After getting accepted to the school of my dreams -- National Taiwan University -- I felt honored, humbled, and excited; I could now spend time at among the world's finest universities studying Chinese and at the same time advancing my knowledge of computer science.
But when I look back at my freshman year, to be honest with you, I didn't know what I was doing. Despite having taken very many Chinese classes, when I went to the NTU lectures, I understood only about half of what the teachers were saying. Contrary to most people's impressions of an American, I was actually too shy to raise my hand, to ask questions, or to even meet with teachers after class, so I had very few friends at the time. I started to become homesick and depressed. At that time, I found that basketball was the only way I knew of relieving my stress. However, while playing basketball, I had torn my ACL and it would take two surgeries and a year and a half in time to fully recover. At this point, I felt caught between a rock and a hard place. In fact, this was the lowest point of my life, and I didn't know what to do. I felt like my Chinese wasn't good enough, I had been diagnosed with insomnia and ADHD, and I felt like the math taught in America was too simple to allow for me to keep up with my classmates. I was under immense pressure, and at this time, I lost any sense of purpose or direction. Later on, I went to seek help from NTU counseling, from my psychiatrist, and from my department. I reached out to Professor Winston Hsu from CSIE, and he told me this: "Never give up"; it was such an oversimplified way to approach such a complex series of problems, I had thought. However, I pondered these words intensely for one week, and by the end of that week, I had made a firm decision. This would NOT be another example of me giving up. I decided to go all out, to work diligently and passionately on all tasks at hand. This was the turning point of my life; I started to discipline myself to a very high degree. At this time, I met my then-to-become advisors Professor Shih-Wei Liao and Professor Shih-Hao Hung and entered their labs to begin research. Finally, the passion that I had for computer science that I had previously held in high school was kindled again, and I was finally reminded why I loved this field. I began my research life in blockchain and AI, and at the time I entered the lab, I also began creating NTUAI. NTUAI is now a large and highly successful NTU club that is dedicated to the research and public understanding of AI. Welcome one and all to join us; please scan our QR code here.
For a year and a half I haven't returned to America because of covid. But not to worry; I have found my second home, away from home. I love it here in NTU and I cherish all of the things I've had the privilege to experience in Taiwan. I've gone through the most difficult of struggles in my life here, but I've also had the most fortunate and blessed of experiences. To conclude, I'd like to quote a line from "Kung Fu Panda": "You just need to believe". As long as you are willing to adopt an optimistic attitude in facing challenges and hardships, you may become a positive force in changing the lives of those around you as well as your own life. It all depends on how you view it; just like what Po's father says, "there is no secret ingredient. It's just you." Thank you, everyone.
詳見:
https://www.facebook.com/NTUCommencement/posts/2718185771805180
.
#臺灣大學 #畢業典禮 #NTUCommencement2021 #學生致詞代表 #臺大資訊工程學系 #韓哈斯 #SethAustinHarding
year 3 university student 在 運動防護員x物理治療師 Lulu Lu柏伶 Facebook 的精選貼文
#高雄美國學校實習回憶錄
剛好在 WOWSight上面看到他們去拍KAS
根本就是本人的回憶殺
高雄美國學校是我在運動醫學的防護實習站
我在那裡足足待了四個月
除了校隊的防護工作
偶爾還要在健康體育課上當老師或是助教
很幸運也都可以跟校隊出國打國際學校的比賽
既然是國際學校
和學生的溝通都是英語
那段時間堪稱人生英語聽講能力的巔峰
就如影片裡提到
KAS的孩子可能跟local school的體育成績或運動能力比起來雖然有落差
但他們的態度真的很好
總是最有禮貌也最積極的一群
他們的課業很重
但每天下午三點放學後他們就是拚老命的把握時間練習甚至到天黑
除了Sports team
他們的Athletic council 也很厲害
有興趣從事藝術、影像、行銷、管理的學生能夠在這裡發揮長才
用他們的專業幫助學生運動員曝光
這是我在Local school看不到的
真的很特別
有好幾個我過去認識的選手都在國外念頂尖的大學,也都將在今年大學畢業了
體育不是他們人生的全部
而是他們立足社會與世界的催化劑
當他們可以兼顧課業
又可以從體育活動中取得課業裡拿不到的優勢
這樣的孩子很難不成功
同時也很謝謝過去在KAS所認識的老師們
Ken, Flora, Stella, Angela, 還有最美的秘書Vivien
永遠抱著感恩的心
謝謝KAS帶給我的一切
———————————————————————
#Memories_in_Kaohsiung_American_School_Internship
I just saw the video on WOWSight to shoot KAS. KAS is a training station for my intership stage when I studying in sports medicine. I stayed there for four months.
In addition to the trainer work of the sports team, I would be a teacher or assistant in their PE class. Fortunately, I can go abroad to play ACAMIS tournaments with their sportsteam.
Since it is an international school, communication with students and teachers always in English, My English listening and speaking ability reached to the top of my life.
KAS athletes may not as competitive as the players from local school sports team, but their attitude is really good. They always be the most polite and positive group.
Their schoolwork is heavy, but they really trying hard to practice for their games every day after school at 3 o’clock.
Except for sports teams, their Athletic Council is also very powerful. Students who interested in art, video-making, photography, marketing, and management can show their talents here Use their majors to help student athletes exposed. This is something I can't see in the local school.
There are several players I have known in the past who have studied in some top universities abroad, and they will graduate from the university this year.
Sports is not everything of their lives.But It’s a catalyst for them to build a foothold in society and the world. They can take care of their schoolwork, they can also get an advantages from sports that you can't get in schoolwork
It's hard for such a child not to succeed.
At the same time, I would like to thank the teachers I met in KAS in the past
Ken, Flora, Stella, Flora, Angela, and Vivien, the most beautiful secretary.
Thank you KAS for everything.
#Physiotherapist
#Athletic_trainer
#internship
Kaohsiung American School
KAS Athletic Council
Kas Athletics
https://youtu.be/rW8OaFD7O4U
year 3 university student 在 Miley青山舞莉 Youtube 的最佳貼文
SHOP NOW FROM LINK BELOW!
NUGU X MADISON KAI
https://abit.ly/miley_madisonkai_youtube
► A B O U T
Hello! I'm Miley and I'm from Tokyo. I was raised in Singapore, Indonesia, and Japan so I think some international kids could relate to me. My videos are focused on my everyday life as a Waseda student but I also love sharing my everyday fashion, vlogs, and other random things. I hope you enjoy💗
► S O C I A L S
Instagram http://instagram.com/milez728
Tik Tok https://vt.tiktok.com/hs2D23/
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Business Inquiries info@qualiam.com
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Japan 生まれ Indonesia, Singapore, and Japan 育ちの青山舞莉です!早稲田大学の政治経済学部に通っています。スポーツ、フード、おしゃれ、メイク、お出かけ、なんでも経験したい好奇心旺盛なミーの大好きなことをアップしていきます!
ー年齢は?Age?
19歳 im nineteen :)
ー誕生日はいつ?Birthday?
2000年7月28日 July 28th 2000
millennium baby (did i spell that right?)
ー学年は?what year are you?
今は早稲田の大学2年生です!2020の秋から3年生になります!im a sophomore in college!! waseda university yay
ーどこの人?where are you from?
im full japanese!! 日本人!
ー身長は?Height?
156cm! i think thats like 5'1
ーカメラは何使ってる? what camera do you use?
Canon
ー編集ソフトウエアどれ使ってる?Editing software?
Adobe Spark for thumbnails & Final Cut Pro for my videos :)
青山舞莉のInstagram
https://www.instagram.com/milez728/
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https://twitter.com/miley_728
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Intro by SIMPLY INTROS!
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year 3 university student 在 Miley青山舞莉 Youtube 的最佳貼文
SHOP NOW FROM LINK BELOW!
NUGU X MADISON KAI
https://abit.ly/miley_madisonkai_youtube
► A B O U T
Hello! I'm Miley and I'm from Tokyo. I was raised in Singapore, Indonesia, and Japan so I think some international kids could relate to me. My videos are focused on my everyday life as a Waseda student but I also love sharing my everyday fashion, vlogs, and other random things. I hope you enjoy💗
► S O C I A L S
Instagram http://instagram.com/milez728
Tik Tok https://vt.tiktok.com/hs2D23/
Twitter https://twitter.com/miley_728
MADISON KAI https://abit.ly/miley_madisonkai_youtube
► C O N T A C T
Business Inquiries info@qualiam.com
http://www.qualiam.com/contact.html
Japan 生まれ Indonesia, Singapore, and Japan 育ちの青山舞莉です!早稲田大学の政治経済学部に通っています。スポーツ、フード、おしゃれ、メイク、お出かけ、なんでも経験したい好奇心旺盛なミーの大好きなことをアップしていきます!
ー年齢は?Age?
19歳 im nineteen :)
ー誕生日はいつ?Birthday?
2000年7月28日 July 28th 2000
millennium baby (did i spell that right?)
ー学年は?what year are you?
今は早稲田の大学2年生です!2020の秋から3年生になります!im a sophomore in college!! waseda university yay
ーどこの人?where are you from?
im full japanese!! 日本人!
ー身長は?Height?
156cm! i think thats like 5'1
ーカメラは何使ってる? what camera do you use?
Canon
ー編集ソフトウエアどれ使ってる?Editing software?
Adobe Spark for thumbnails & Final Cut Pro for my videos :)
青山舞莉のInstagram
https://www.instagram.com/milez728/
青山舞莉のTwitter
https://twitter.com/miley_728
青山舞莉のTikTok
https://t.tiktok.com/i18n/share/user/...
Contact
http://www.qualiam.com/contact.html
CREDIT
··················································
Intro by SIMPLY INTROS!
https://youtu.be/u4q69J2PwXM
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year 3 university student 在 Miley青山舞莉 Youtube 的最佳貼文
► A B O U T
Hello! I'm Miley and I'm from Tokyo. I was raised in Singapore, Indonesia, and Japan so I think some international kids could relate to me. My videos are focused on my everyday life as a Waseda student but I also love sharing my everyday fashion, vlogs, and other random things. I hope you enjoy💗
► S O C I A L S
Instagram http://instagram.com/milez728
Tik Tok https://vt.tiktok.com/hs2D23/
Twitter https://twitter.com/miley_728
► C O N T A C T
Business Inquiries info@qualiam.com
http://www.qualiam.com/contact.html
Japan 生まれ Indonesia, Singapore, and Japan 育ちの青山舞莉です!早稲田大学の政治経済学部に通っています。スポーツ、フード、おしゃれ、メイク、お出かけ、なんでも経験したい好奇心旺盛なミーの大好きなことをアップしていきます!
ー年齢は?Age?
19歳 im nineteen :)
ー誕生日はいつ?Birthday?
2000年7月28日 July 28th 2000
millennium baby (did i spell that right?)
ー学年は?what year are you?
今は早稲田の大学2年生です!2020の秋から3年生になります!im a sophomore in college!! waseda university yay
ーどこの人?where are you from?
im full japanese!! 日本人!
ー身長は?Height?
156cm! i think thats like 5'1
ーカメラは何使ってる? what camera do you use?
Canon
ー編集ソフトウエアどれ使ってる?Editing software?
Adobe Spark for thumbnails & Final Cut Pro for my videos :)
青山舞莉のInstagram
https://www.instagram.com/milez728/
青山舞莉のTwitter
https://twitter.com/miley_728
青山舞莉のTikTok
https://t.tiktok.com/i18n/share/user/...
Contact
http://www.qualiam.com/contact.html
CREDIT
··················································
Intro by SIMPLY INTROS!
https://youtu.be/u4q69J2PwXM
··················································
year 3 university student 在 How To Get A First In Final/Third Year | University Tips 的推薦與評價
Dear Final Year Student | How To Get A First In Final/Third Year | University Tips ... 22K views 3 years ago #FinalYear. ... <看更多>