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#新創投資人
Zoom 現在除了提供線上會議服務，也著手創造自己的投資生態系統，並特別關注 #種子輪 和 #A輪 投資階段，將從單純的 App 服務，跨足成為新創公司的發展跳板和投資人。
“ 每家公司都是從『擁有吸引眾人目光的東西』開始發展，然後做出『一樣產品』，之後會胸懷大志的希望成為一個『系列性產品』，Zoom 的投資計畫和整套應用程式工具的目標，就是要幫助這些新創公司邁出重要的第一步。” ⬇⬇⬇
https://www.bnext.com.tw/article/64827/zoom-in-next-startup-invest
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.
最近Kop老師的感覺是：我能喜歡跳舞真好！ 而且有一群跟我一樣喜歡跳舞的學生。
因為三級警戒太久了，大家都悶壞了。坦白說一開始我身為一個動態課很多的舞蹈老師。我心裡也覺得當做休假讓身體休息ㄧ下也不錯。
但是開了線上舞蹈課之後我才發現，我真的不能不跳舞耶，舞蹈課對我的身心幫助極大。同時也幫助了我的學員們。 (跳舞咖就是不能太久不跳舞，對吧?)
而我常常掛在嘴邊的「真實永遠不能被取代」，這就是當年我不做軟體工程師，而轉行當健身房正職團課老師的原因之一，我喜歡真實的和人互動。 然而因為疫情，人和人的互動方式被迫要改變。
所以我覺得，線上舞蹈課要嘛不要開，要開就要「盡全力模擬真實的舞蹈課」
因為舞蹈課的重點是「對拍」、「動作要清楚乾淨」、「音樂好聽有感」、「老師教舞感」、「老師有修正學生的動作」
要達到上述幾個目標真的太難了! 所以我得到許多專家的幫助，也花錢上了許多課，還有許多在派對雙響炮跟夥伴們的練功時間。
因為我使用的軟體是Zoom，(相較於Google Meet和Microsoft Teams有更多優點) 所以我來寫一些技術面的心得。這方面的Know how太多了，可能未來還會再寫類似的文章
1. 解決影音同步的問題，CPU和頻寬是重點，我們無法決定學生端的網路速度，但是老師端至少要負責任到確保網速跟電腦運算速度都夠高。我使用的2020年M1 Mac Mini，搭配RJ45網路線接中華電信光纖。 可以保證老師端輸出的影音是同步的。
2. 音質的問題，有很多種做法，現場用麥克風收音樂、外接音效卡、或是用電腦分享音訊(電腦版Zoom才有的功能)。我的做法是用電腦分享KKBOX的hi-fi音訊，要記得先下載歌曲到local端以免佔網路頻寬喔! 然後我的麥克風是指向性麥克風(Youtuber用的那種) ，不建議使用藍牙耳機和喇叭，因為藍芽傳輸可能會有零點幾秒的誤差。
3. 畫質的問題，這真的是一分錢一分貨，大部分的筆電內建視訊鏡頭都還在720p吧，所以許多老師會買外接webcam，但是這又跟電腦CPU速度有關，你的電腦要快到可以處理高畫質畫面，尤其是舞蹈課，大動作需要更強的運算能力。外接Webcam好的非常貴啊，我的做法是用iPhone 12當做Webcam。搭配相關app，把iPhone 12拍到的畫面接到Mac Mini桌機上面。注意! 一定要用有線傳輸，不要用wi-fi傳輸，除了會吃頻寬以外還可能會累格。
有三套app可以做到上述功能EpocCam、Iriun Webcam和Camo。三套我都用過了，我推薦Camo，有線傳輸速度穩定。我甚至用了付費版Camo，因為多了鏡面和Zoom in的功能。
硬體先講到這邊了，場地打光和拍攝視角等，應該有比我更專業的老師可以分享吧! 下次來講一下線上教學的教學法，有什麼秘訣吧! 感謝耐心看完本文的你。
尤其感謝，曾經參與Kop老師線上課程的你。
#KopGym #線上教學 #線上教術科最難 #線上教街舞真的難 #太多技術面要注意了 #盡力模擬真實舞蹈課 #期待實體見到學員們的那天 #我是真的愛跳舞
ここ１週間のニュースのまとめです。公式にApple Musicの新サービスをほのめかしや、AirPods3の噂。5月下旬の新製品ベンチマークや納品時期など割とホットなニュースが出ています。
5月17日13時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱います。
＜引用させていただいた記事＞
9to5Mac
https://9to5mac.com/2021/05/16/lossless-audio-references-found-in-apple-music-web-app-as-company-teases-special-announcement/
https://9to5mac.com/2021/05/16/m1-ipad-pro-arrives-early/
https://9to5mac.com/2021/05/14/fda-magsafe-pacemaker/
https://9to5mac.com/2021/05/14/apples-chip-shortage-warning/
https://9to5mac.com/2021/05/13/sketchy-rumor-claims-apple-will-launch-airpods-3-on-may-18/
https://9to5mac.com/2021/05/13/mac-shipments-up-94-percent/
https://9to5mac.com/2021/05/12/m1-imac-benchmarks/
MacRumors
https://www.macrumors.com/2021/05/11/m1-ipad-pro-benchmarks/
https://www.macrumors.com/2021/05/16/apple-tv-4k-preparing-to-ship/
https://www.macrumors.com/2021/05/13/m1-ipad-pro-shipping-status/
https://www.macrumors.com/2021/05/14/apple-making-face-id-sensor-chip-smaller/
＜関連動画＞
2023iPhoneに独自5Gチップ？M1 iMacの壁紙がOS11.3で入手可！青いMacBook？など：Appleの１週間 噂とニュースまとめ・20210510
https://youtu.be/FqOWGqNbK_E
本日出た！iOS 14.5アップデートでマスク着用時にWatchでiPhoneロック解除！その他主要新機能もチェック・watch OS7.4も必要
https://youtu.be/dQRSgYgFpt0
macOS Big Sur 11.3 アップデートでHomePodステレオペアがSafari再生などにも対応したって！その他主要新機能もチェック
https://youtu.be/rTO_ZfFkvks
再生リスト：AirTag
https://youtube.com/playlist?list=PL1bNs6yZxdxnAqE4ZnwFKk7rzQGKzTBRB
再生リスト：2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro（Simフリー）
・iPhone 12 mini（Simフリー）
・iPadPro 11”（Simフリー）
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ＆専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド）
Adobe Character Animator（アニメーション）
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#Apple
#ニュースと噂
#AppleMusic
JOURNAL DE QUEENIE VOL.9 || Avec Nam on enregistre une nouvelle épisode pour Alors Queenie Podcast, je vous présente ma nouvelle recette préféré pour mon porridge aux flocons d'avoine, prépare des gimbap faits maisons et fait du sport
Bienvenue à ma vie d'adulte !
J'espère que vous allez aimer ce vlog et on se reverra très vite dans le prochain,
Queenie
#alorsqueenie #adultingseries #lifeinfrance
0:00 : Intro
0:11 : Commencer ma journée avec la méditation
0:31 : De retour sur mon podcast Alors Queenie
2:40 : Préparer mon porridge aux flocons d'avoine préféré
4:08 : Faire des gimbap au kimchi et au spa
7:33 : Un autre Zoom party avec mes collègues
8:35 : Acheter les viennoiseries pour mes collègues
9:15 : Il est temps pour faire du sport !
10:53 : KN nous prépare le dîner
-------------------------------------------------------------------------------------------------------
INSTAGRAM ♥ alorsqueenie
MOBILE APP ♥ https://bisousfrance.glideapp.io/
FACEBOOK ♥ https://www.facebook.com/alorsqueenie/
SOUNDCLOUD ♥ https://soundcloud.com/alorsqueenie
------------------------------------------------------------------------------------------------------
MUSIQUE
Music by HOAX - Beach House - https://thmatc.co/?l=FAA50604
Music by MYSM - Honeymoon At The Holiday Inn - https://thmatc.co/?l=A2905FAB
Music by MYSM - Look At Those Clouds - https://thmatc.co/?l=3CF0394C
-------------------------------------------------------------------------------------------------------
RECETTES
Porridge aux flocons d'avoine ♥ https://www.instagram.com/wendyswan/
Gimbap au kimchi et au spam ♥ https://youtu.be/nbDuhTDUNXg
ここ１週間のニュースのまとめです。6日分ですが色々次の新製品が順調に進んでそうな話から、こんなの出来ましたよ話、AirTagの細かい問題など主要なニュースをまとめました。AirTagの開発者モードやM1 iMacの壁紙がいち早く入手可能なんて面白いのがありました。
5月10日15時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱います。
※ニュースと噂のまとめ動画については、WEBで調べれば出てくることしか入ってないとのご指摘もたまにありますが、ご要望もあるので「まとめ」ることに意味があると思ってやっています。Apple系のブログの方々も同じソースを使ってることも多いのでかぶるのは仕方ないですね。自分で検索せずに音声とスライドでざっくり流れがわかることを好む方向けです。
＜引用させていただいた記事＞
9to5Mac
https://9to5mac.com/2021/05/07/apple-surveys-apple-watch-users-on-health-features-mentions-glucose-monitoring/
https://9to5mac.com/2021/05/07/rumor-apple-to-introduce-new-macbook-available-in-imac-style-colors/
ソース動画
https://youtu.be/JhLRbrrkSlY
https://9to5mac.com/2021/05/07/opting-in-to-app-tracking/
ソース記事
https://www.digitimes.com/news/a20210504PD208.html
https://9to5mac.com/2021/05/06/airtag-stalking/
https://9to5mac.com/2021/05/04/airtags-withdrawn-from-sale-officeworks/
MacRumors
https://www.macrumors.com/2021/05/09/zoom-ipad-camera-api-access/
https://www.macrumors.com/2021/05/07/foxconn-employee-bonuses-iphone-13-production/
https://www.macrumors.com/2021/05/06/macos-big-sur-11-3-imac-wallpapers/
https://www.macrumors.com/2021/05/06/airtag-precision-finding-hidden-developer-mode/
https://www.macrumors.com/2021/05/05/apple-to-overtake-hp-all-in-one-pc-vendo/
https://www.macrumors.com/2021/05/10/kuo-apple-designed-5g-modem/
https://www.macrumors.com/2021/05/04/iphone-13-pro-max-dummy-model/
ソース動画
https://youtu.be/04SojlMj9FQ
＜関連動画＞
本日出た！iOS 14.5アップデートでマスク着用時にWatchでiPhoneロック解除！その他主要新機能もチェック・watch OS7.4も必要
https://youtu.be/dQRSgYgFpt0
macOS Big Sur 11.3 アップデートでHomePodステレオペアがSafari再生などにも対応したって！その他主要新機能もチェック
https://youtu.be/rTO_ZfFkvks
再生リスト：AirTag
https://youtube.com/playlist?list=PL1bNs6yZxdxnAqE4ZnwFKk7rzQGKzTBRB
再生リスト：2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro（Simフリー）
・iPhone 12 mini（Simフリー）
・iPadPro 11”（Simフリー）
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ＆専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド）
Adobe Character Animator（アニメーション）
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#Apple
#ニュースと噂
#Apple新製品
zoom in app 在 Zoom Web SDK Sample App - GitHub 的推薦與評價
Zoom Web SDK Sample App. Contribute to zoom/sample-app-web development by creating an account on GitHub. ... <看更多>