🌻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3部Youtube影片,追蹤數超過2,940的網紅- BLAIR K.,也在其Youtube影片中提到,☯ Please SUBSCRIBE to my channel: https://goo.gl/vNKfyd ☯ 訂閱我的頻道: https://goo.gl/vNKfyd 呢排懶左冇up片唔好意思? 日後將會持續上傳!! 今次既lookbook想同大家分享下一件純色tee可以陪襯出好多...
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- 關於you are amazing意思 在 浩爾譯世界 Facebook 的最佳貼文
- 關於you are amazing意思 在 Hapa Eikaiwa Facebook 的最讚貼文
- 關於you are amazing意思 在 - BLAIR K. Youtube 的最佳貼文
- 關於you are amazing意思 在 Dena Chang Youtube 的最佳解答
- 關於you are amazing意思 在 Chie Hidaka MUA Youtube 的精選貼文
- 關於you are amazing意思 在 you are amazing中文的推薦與評價,PTT、DCARD - 湯屋溫泉 ... 的評價
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you are amazing意思 在 浩爾譯世界 Facebook 的最佳貼文
“I am so much more than the bad things that happen to me.”
來自一位你可能不太認識的歌手
Nightbirde 夜鶯
中文世界還沒什麼報導
力抗癌症的她來到了美國達人秀舞台
一首自創曲 It’s OK 讓毒舌評審Simon都感動到哽咽
她在台上溫和堅定說出了那句話
意思是「我比我所遭遇的逆境還要豐富得多」!
比賽片段放在留言,大推觀賞
此外,醫生說她癌症存活率2%,她認為2%也是機會,還鼓勵大家珍視其中的美好
“I have a 2 percent chance of survival but 2 percent is not 0 percent. 2 percent is something and I wish people knew how amazing it is.”
網友留言換句話說也很棒
「我們不是自身負面經驗的總和。」
We are not the sum of our bad experiences.
「不OK也OK。」
It’s OK to be not OK.
最後留一句讓大家練練
這句Nightbirde講的話很有哲理,不好翻喔
“You can’t wait until life isn’t hard anymore before you decide to be happy.”
*浩爾內心的認真魔人還是忍不住想提醒一下:
數學上,零就是零,其實不會講 zero percent,那會變成金融方面零利率的意思。Zero is zero. 但總之,一定要聽她的歌療癒一下啦!
希望給了世界好多力量的她一切順利!
you are amazing意思 在 Hapa Eikaiwa Facebook 的最讚貼文
=================================
「それにしよう」や「そうしよう」は英語で?
=================================
友達と外食先のお店を決めるときや、レストランやカフェで注文をするときに、友達が「ここはどう?」や「これはどう?」と提案してきたことに対して同調する場合、日本語では「そこにしよう」や「そうしよう」と表現しますが、これを英語ではどのように言うのが自然でしょうか?
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Let's go with that.
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相手の提案に同調する際によく使われるカジュアルな表現の仕方で、日本語の「それにしよう」や「そうしよう」に最も近い近い表現でしょう。レストランで店員さんがお勧めの食事や飲み物を提案してきた際に使う「それでお願いします」の意味としても使えます。
また、相手の提案に同調する場合以外にも、Withの後に(Thatの代わりに)良いと思う具体的なアイデアを入れて、「Let's go with Sushi (お寿司にしよう!)」のように、自分から何かを提案する状況でも使うことができます。
✔「Let’s try that」も同じ意味&用法で使える表現。
✔関連記事、便利フレーズ「Go with」の4つの使い方(https://hapaeikaiwa.com/?p=12086)および相手のオファーに乗り気で応じるなら(https://hapaeikaiwa.com/?p=11505)も合わせてご覧ください。
<例文>
I feel like eating pasta tonight. Let's go with Italian.
(今夜はパスタが食べたい気分だ。イタリアンにしよう。)
That sounds delicious. Let's try that.
(美味しそうじゃん。それ試してみようか。)
〜会話例1〜
店員: Are you guys ready to order or do you still need a few minutes?
(ご注文はお決まりですか?もうちょっとお時間が必要ですか?)
お客: I think we're ready. What do you recommend for appetizers?
(大丈夫です。前菜は何かオススメありますか?)
店員: The buffalo wings are excellent! It's our most popular appetizer.
(バッファローウィングが美味しいですよ。当店で最も人気な前菜です。)
お客: Oh sounds good. Let's go with that.
(いいですね。それでは、それをください。)
〜会話例2〜
A: This is an interesting cocktail. I wonder if it's any good.
(変わったカクテルだね。美味しいのかな。)
B: I don't know but let's try that.
(分かんないけど、試してみようか。)
~その他の表現~
-------------------------------------------------
I'll take that
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レストランやショップの店員さんが何かを提案してきた際に、その提案してきたメニューor商品を購入する際に、「それにします」や「それでお願いします」の意思表示としてよく使われる表現です。あくまで、自分がお客の立場で何かを購入する意味として使われる表現で、上記の「Let's go with that」や「Let's try that」のように、仲間内においての「それにしよう」の意味としては使われないので気をつけましょう。
<例文>
The BLT sandwich sounds good. I'll take that. Does that come with French fries?
(ベーコン・レタス・トマトサンド、美味しそうですね。それにします。それってポテトフライついてきますか?)
These shoes feel great. I'll take them.
(この靴はき心地いいですね。買います。)
〜会話例〜
店員: You should try our cheeseburger special. It's amazing!
(当店のチーズバーガースペシャルオススメです。とても美味しいですよ!)
お客: OK, I'll take that. Can I get that with no tomatoes, please?
(では、それでお願いします。トマト抜きにしてくれますか?)
~~~~~~~~~~~~~~~~~~~
無料メルマガ『1日1フレーズ!生英語』配信中!
通勤・通学などのちょとした合間を利用して英語が学べるメルマガ『1日1フレーズ!生英語』を平日の毎朝6時に配信中!ただ単にフレーズを紹介しているだけではなく、音声を使った学習プロセスが組み込まれているので、メルマガを読むこと自体が学習方法!
https://hapaeikaiwa.com/mailmagazine/
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you are amazing意思 在 - BLAIR K. Youtube 的最佳貼文
☯ Please SUBSCRIBE to my channel: https://goo.gl/vNKfyd
☯ 訂閱我的頻道: https://goo.gl/vNKfyd
呢排懶左冇up片唔好意思? 日後將會持續上傳!!
今次既lookbook想同大家分享下一件純色tee可以陪襯出好多變化!!我呢幾套只係其中3⃣️個!希望俾到靈感你:)
I am back with a lookbook!! This time I'd like to show how I style a plain t-shirt. There are way more looks you can do with a basic item. Hope you guys like it :D
▼FIND ME / 了解我多一些▼
❥ INSTAGRAM: http://instagram.com/cloudislove
❥ SNAPCHAT: http://snapchat.com/add/cloudislove
❥ EMAIL: [email protected]
BLAIR K 關鍵字:
#香港 #化妝 #化妝技巧 #化妝教學 #化妝品 #護膚 #教學 #DIY #時尚 #生活 #日常 #分享 #眼線 #彩妝 #美妝 #眉妝 #煙燻妝 #穿搭 #風格 #人像 #時裝 #入門級 #妝容 #歐美妝 #韓妝 #日系 #型格 #淘寶 #淘寶開箱 #開箱 #試用 #保濕 #控油 #fashion #lookbook #hk #vlog #haul #beautyblogger #hkyoutuber #hkig #ootd #ootw #ootn #grwm #outfitoftheday #lookoftheday #fashion #fashiongram #style #love #beautiful #currentlywearing #lookbook #wiwt #whatiwore #whatiworetoday #ootdshare #outfit #clothes #wiw #mylook #fashionista #todayimwearing #instastyle #instafashion #outfitpost #fashionpost #todaysoutfit #fashiondiaries #love #instagood #me #smile #follow #cute #photooftheday #tbt #followme #girl #beautiful #happy #picoftheday #instadaily #food #swag #amazing #igers #fun #summer #spring #autumn #winter #instalike #bestoftheday #smile #friends #instamood #2017 #streetstyle #streetwear
相關影片:
https://www.youtube.com/watch?v=TTFbpSbI9BM&t=14s
https://www.youtube.com/watch?v=RyS0losZDGs
https://www.youtube.com/watch?v=NrWB4Kjki-E
![post-title](https://i.ytimg.com/vi/WjKlY03Atlo/hqdefault.jpg)
you are amazing意思 在 Dena Chang Youtube 的最佳解答
▶ Click here for more MUSIC/更多音檔 : http://www.reverbnation.com/denach
▶ OPEN FOR MORE INFO! /更多我的資訊在↓↓/有關Dena此趟美國經驗的小日記↓↓
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▶ Popular videos/熱門影片連結
◎Mirrors Cover: https://www.youtube.com/watch?v=1TFU7fvfYHg
◎Payphone Cover: https://www.youtube.com/watch?v=gyqY-OMaTNc
◎Love You Like A Love Song: https://www.youtube.com/watch?v=w3j2ZB_Ab-8
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▶ from Dena/Dena的話:
不好意思阿~這麼晚才搞清楚到底要怎麼剪接轉檔, 謝謝Peter 哥幫我轉檔哦!
這就是我這暑假在美國Berklee 流行音樂學校爭取上的創作者表演舞台:D 我真的超緊張的! 所以中間好多地方都卡卡的不好意思了
這次的經驗,真的讓我體會到了把自己浸在充滿音樂的城市,喜愛音樂的人們之中是有多快樂!
對從來沒有在國外唸書過的我來說,我沒有想過我會做出這樣的選擇...因為我其實很害怕ㄧ個人,也害怕自己不夠好,會不會交不到朋友...等等一般人可能會擔心的問題...
但如果不是去年一場跌到谷底的情境逼出了我的勇氣, 我根本不會知道我可以在那邊創造出與新朋友們多麼快樂的回憶,不知道我可以有這個能力去美國流行音樂第一學府試上課程,也不會成功面試,申請上明年的獎學金!!
在那邊的五週,我每天不停地被來自世界各地的同學們給嚇到,他們真的好厲害,有好多ㄧ開口就是Beyonce的歌喉,有的一編曲就是可以來跳舞的作品...而且好多都比我小。我真的好羨慕好羨慕他們可以這麼早就全心投入到音樂的懷抱,但後來想想,我的背景造就出了現在的我,或許跟其他人不太一樣的我。
這次眼界開了,再次感受到自己的渺小,卻讓我重新相信每個人都有感動別人,感動自己的潛力!也讓我擁抱了我的不同。
我真的好慶幸,我踏出了那一步! 有時候真的只要踏出那小小的一步,隱匿在世界這片大窗的機會處處都是! there are seriously ENDLESS possibilities! 但是前提是,要有勇氣相信自己可以創造更高的生命價值!
雖然明白,以後的路上還是會充滿著現實的挑戰們,如家長的期許,課業的兼顧,工作外空因素...等,也不知道可不可以每一次都順利挑戰成功,但是我相信,只要追尋夢想的勇氣夠大,相信自己是幸福,是幸運的,你會發現全世界都會跟著你轉:) 希望我的分享可以鼓勵到剛好需要這份能量你與妳,你並不孤單,我也還在挑戰! 一起加油哦!!
回來回來到歌曲, 其實是我自己蠻喜歡的一首:D 有種你愛上了不可能愛上你的人然後現時回來打你一八掌的感覺... 舒爽! 我很喜歡, 希望大家也會喜歡哦♥
so here it is! a part of my extraordinary journey to Berklee i've never thought i could experience this summer:)
xoxos Dena
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▶ Social Media Sites/社群網站/COME AND TALK TO ME ☺
⦿ Facebook Fan Page/粉絲專業➜ http://www.facebook.com/denachmusic
⦿ Instagram➜ http://www.Instagram.com/dena_chang @dena_chang
⦿ Reverbnation/audio音檔➜ http://www.reverbnation.com/denach
⦿ Soundcloud➜ https://soundcloud.com/dena-chang
⦿ Twitter➜ http://www.twitter.com/denanadine
⦿ Tumblr➜ https://www.tumblr.com/blog/itsdenachang (haven't quite gotten the hang of it yet..)
yes...the usernames are all different...
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▶合法下載:
⚐Keep In Touch 中華電信 廣告歌⚐
⦿ KKbox➜ http://kkbox.fm/3p0RwR
-------------------------------------------------✧
▶Business Inquiries/工作洽談
1. [email protected]
2. FB fanpage message/臉書私訊
-------------------------------------------------✧
Daydreaming original song © Dena Chang, Skot Suyama(陶山)
special thanks to Skot! the amazing producer/mentor.
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♦ KEYWORDS: dena chang 張粹方 keep in touch 中華電信 original 自創曲 acoustic live with guitar berklee college of music summer performance singer songwriter showcase 2014 daydreaming john mayer 台灣 輔大 柏克理 流行 音樂學院
![post-title](https://i.ytimg.com/vi/hE9dOAYyEbQ/hqdefault.jpg)
you are amazing意思 在 Chie Hidaka MUA Youtube 的精選貼文
Hello everyone!! Welcome back to my channel :) It's Chie here:)
Today I did this really glamorous "Stage Make-up" using lorac pro palette and these gorgeous D.U.P (http://www.d-up.co.jp/english/products/eyemake/) false lashes. Their products are absolutely amazing and the tweezers OMG!! If you are struggling with applying falsies like me, these are THE ONE!! Seriously, lafe saver!!
With this make up, you will feel extra glam and beautiful, sure to give you some courage to overcome your fear and be yourself on the stage!!
こんにちは、chie:)です♪
今日は私の本命!!海外アーティストがしているような、グラマラスで迫力があって、魅了されるようなステージメイクを作ってみました♪ はい、これを日常したら相当濃くて出歩けません(笑)
が、照明が当たり、距離を隔てて見られるアーティストさんが「キレイにメイクしている」というふうに認識されるには、これくらいの大胆メイクが要求されます!カメラでの撮影の時もしかりです!
そんな大胆な目元のメイクをよりグラマラスに演出してくれるのが、ツケまつげ!!今回も、日頃から愛用させていただいている”D.U.P”さん(http://www.d-up.co.jp/products/eyemake/)
のよりリッチな仕上がりの#805を使用し、目元がハッキリして見え、よりアーティストの意思が伝わりやすいように仕上げました♪
「化粧持ちの良さ」もステージメイクの大事な要素ですよね!
お肌が乾燥していると皮脂が過剰に分泌されて、メイクがドロドロに溶けてきます。そうなっては折角のメイクが台無し・・・お化粧の前にしっかり保湿する事をお勧めします♪
今回私は、エテュセ(http://www.ettusais.co.jp/index.shtml)
から出た「エテュセ・プレミアム」のオールインワンジェルクリームを使用しています!エテュセと言えば、10~20代の基礎化粧品といったイメージがあったのですが、今回エテュセ・プレミアムと言うエイジングケアに特化した新ブランドができたんです☆オールインワンゲル、と言うと簡単なんだけどどこか物足りない・・・役不足・・・というのがアタシの持っていたイメージなのですが、このジェルクリームは着け心地も重すぎないのにしっかり保湿してくれて、すごく気に入っています♪
![post-title](https://i.ytimg.com/vi/lY9SgFKv0nc/hqdefault.jpg)
you are amazing意思 在 amazing用法在PTT/Dcard完整相關資訊| 數位感-2021年12月 的推薦與評價
全民學英文2019年11月27日· amazing 中文意思是指「令人驚喜的;令人驚訝的」的 ... You should be thankful for such amazing parents . 你應該要. ... <看更多>
you are amazing意思 在 amazing用法在PTT/Dcard完整相關資訊| 數位感-2021年12月 的推薦與評價
全民學英文2019年11月27日· amazing 中文意思是指「令人驚喜的;令人驚訝的」的 ... You should be thankful for such amazing parents . 你應該要. ... <看更多>