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1部Youtube影片,追蹤數超過12萬的網紅Claym morez,也在其Youtube影片中提到,The Flash protect the city in GTA 5 from great harm ! A robot army is attacking the city and innocent people, The Flash must take out all the robots a...
zoom in zoom out game 在 范范 范瑋琪 Facebook 的最佳解答
Plus League
I want to first talk about why I love basketball and why all of us love basketball, whether playing it or watching people play.
I think beyond the team work, the leadership, the athleticism, I think it touches upon us something deeper.
And that is that people are equal and on the basketball court, and this game allows for us to be equal on the court.
It doesn’t matter if you’re aboriginal or if you’re local, it doesn’t matter if you’re rich or poor.
If you have a pair of sneakers you can go out and compete.
Work to get better, and understand your place within the context of team.
And so much of basketball teaches us about life. The game of life. How life works.
Show me how a person plays the game of basketball, and I’ll show you how they live, how they negotiate at work, and how they treat people, their friends and their family.
But today is about plus league and my friend and brother blackie.
My background is in venture capital. I primarily invest in Silicon Valley. And previously I was in HK working for Lee Kai Shing and his venture capital fund.
I got the chance to meet the best entrepreneurs in the world, including the founders of zoom which Horizons invested in back in 2015 I believe.
Blackie often jokes among us that he is from 體育班
He’s sort of making fun of himself as someone who is not good with books or academics, something Taiwan culture puts a huge premium on.
But in venture capital, in innovation and entrepreneurship, we talk a lot about what makes someone successful. often it’s not what university they went to.
There are so many difficulties in life to do something big and great, that the tests and university context doesn’t prepare you for.
what I’ve seen blackie do, is that he has the wisdom from the streets. He knows how to work with the corporate, the government, and also just the kid off the street with no background that just wants to play basketball and even the hater that continues to attack him on social media.
The other thing people ask me about what i see in an entrepreneur when i make a decision about investing or not, is what i call the persistence index.
I look at entrepreneur when they’re pitching this dream they have. And i ask myself, at what point, when the shit hits the fan, will this person give up.
I see blackie and the conviction in his eyes and the difficulties he faced in life. And i say to myself, I’m scared for whoever is trying to stop him because this guy will never give up.
This line 二十年磨一劍 means he’s worked for the past 20 years to do this.
I think all of us here that invested. Chris wang, sold his company to disney. Jameson, sold his company to facebook. Steve, who is not here, sold his company to google. Kai, sold his company to Activision all get really excited when we meet an entrepreneur that can execute, that has deep domain knowledge, and finally, has the opportunity to go beyond Taiwan.
Taiwan has so many things to share to this world. And watching blackie how he works with people from corporate, to government, and also through his experience at ABL able to work with people from other countries, show how much of a team player he is on both the basketball court and also in the game of life.
I’m excited to be a part of this journey. I think there will be many difficulties ahead. But Blackie has this cross tattooed on his leg, which means he’s ready for a lot of suffering and challenges ahead. And while he faces these challenges ahead, I’ll be right there with him on this road.
Thank you. Phil Chen P.League+ #是時候了
zoom in zoom out game 在 謙預 Qianyu.sg Facebook 的最佳解答
【棋盤為地子為天:人生的棋局 #1】
Your Life as A Game of Chess
佛教講因果業報,八字命理講用神喜神忌神。
前世種什麼因,這一世就結怎麼樣的果,一切的㊙️密都隱藏在您的八字、面相和身相中。
人有善報時,如事業大旺、家庭和諧、身心健康、心情愉快等,身邊必有諸多喜用神,為您助運。
人遇惡報時,如事業不振、家庭破裂、身得重病、心靈受困等,必有許多忌神圍攻著您,給您來個「將軍」,把您的人生棋局封鎖在焦慮和絕望中。
在八字命理中,知命補運,簡單的說,就是學會怎樣善用自己的喜用神,及如何避開自己的忌神,達到趨吉避凶的效果。
這位俊傑先生是我在五月尾時,見的一位美國客人。美國應該是我做Zoom諮詢最頻密的西方國家。
很多客人對自己的事業選擇,往往離不開哪一行能賺錢,就往哪一行去。但A先生能從這一行賺的錢,不代表B先生也能賺得到,因為兩人的八字需要的五行完全不一樣,所以千萬不要依樣畫葫蘆。
俊傑先生是一個對自己事業,很有個人想法的男士。在視訊中,我說了許多他八字的實相給他聽,也告訴他什麼可做,什麼不可做,並解釋為何如此。
五個月後,收到他這封感謝函,看到他做出明智的抉擇,我也意外,畢竟他很有主見,不是一個輕易改變的人。😄
在此,感謝俊傑先生以自己的經驗,鼓勵著對自己人生舉棋不定的讀者們。
常有人問,如何能改命?
答案很簡單:就是要用智慧。
您要先有這個智慧,意識到命可以改。
再去認出誰是真正可以引導你的軍師,進而做出明智的決定,反敗為勝。
感情用事,只會原地打轉,崩潰大哭。
理智的處理問題,才能把命運的死結,一結一結的解開。
人生猶如一場棋局,鬥智鬥勇鬥心力。
您是下棋人。
而我就是那個獻策的人。
____________________
Buddhism speaks of karma and the Law of Cause and Effect. In the Chinese Metaphysics art of Bazi, we talk about the favorable and unfavorable elements.
The seeds you sowed in previous lives will bear fruits this lifetime. These intricacies are encoded in your Bazi, facial and bodily features.
When a person is enjoying the fruits of virtues, such as success in his career, harmony in his family, crescendo in his health, positivity in his emotions, etc, he is bound to be surrounded by his favorable elements support his ascending fortunes.
On the contrary, when one is reaping the fruits of his non-virtues, misfortunes abound such as a flagging career, broken family, ailing body, tormenting emotions, etc, he is held captive by his unfavorable elements. Like in a game of Chinese chess he is destined to lose, a check-mate will eventually push him into a trap of anxiety and hopelessness.
In the art of Bazi, we seek to understand our destiny to plug the holes of misfortunes. Simply put, it is learning how to make use of our favorable elements as well as how to evade the unfavorable ones. In this way, we ride the waves of good fortune and avoid the rogue waves of misfortunes.
Mr Jun Jie is a client from the USA whom I saw during the end of May. USA is the western country which I had the most clients for my Zoom consultations.
Many of my clients inevitably choose their career path based on dollars and cents. But the high-paying career of Mr. A may not yield the same rewards for Mr B because their Bazi are different. Therefore, please do not follow another blindly.
Mr Jun Jie is one who has a strong opinion about his own career choice. During the Zoom session, I told him many truths of his Bazi, and advised him what he can and cannot do, with my explanation.
Five months on, I received a thank-you email from him. I learnt, with much surprise, that he had made a wise choice. After all, he is an opinionated person and definitely not someone who changes his mind easily. 😄
At this juncture, I would like to thank Mr Jun Jie for sharing his experience to encourage those who might be facing uncertainties in their own game of life.
A common question I get: How do we transform our destiny?
My simple answer: Wisdom.
You must first possess the wisdom and awareness that your destiny is not set in stone. Then, you seek out the real military adviser, who can help you make decisive moves to save yourself from certain defeats and emerge victorious in life.
Life is like a game of chess. Victory is often achieved with wisdom, guts and perseverance.
You are the chess player, and I am your strategist.
zoom in zoom out game 在 Claym morez Youtube 的最讚貼文
The Flash protect the city in GTA 5 from great harm ! A robot army is attacking the city and innocent people, The Flash must take out all the robots as fast as he can ! Or there will be many lives get in danger ! This city needs the Flash ! He will win this fight !
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