關於 beyond compare 3 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html

這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.

🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.

🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.

Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.

🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/

WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).

https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123

Pictures: Tractor Supply內部照片

#Rockabye #充滿母愛的一首歌
#唱唱歌學英文很容易又有趣
#小饅頭慢慢跟上

饅頭媽喜歡英文流行音樂，曲風較多元化。許多歌詞含義十分好。這首Rokabye在講一位舞孃單親媽媽，MV請來一位義大利鋼管舞者💃來拍攝。

因為男唱在拍攝期間間無法即時敢到，臨時找人在酒吧，每人念一句歌詞的拍攝也十分有趣👌

[[[intro]]]
Call it love and devotion
Call it the mom’s adoration
說是愛和忠誠
說是媽媽的疼愛
Foundation
A special bond of creation, hah
For all the single mums out there going through frustration
這是基礎
一種特殊的連結
獻給挫敗的單身媽媽
Clean Bandit, Sean-da-Paul, Anne-Marie Sing Make Them Hear
Clean Bandit, Sean-da-Paul, Anne-Marie 唱著，讓他們聽到
[[[verse 1]]]
She works the night, by the water
She's gone astray, so far away
晚上她工作 在河邊
她迷失方向 到遠方
From her father's daughter
She just wants a life for her baby
從爸爸的女兒開始
到她為孩子謀取生活
All on her own, no one will com
She's got to save him (daily struggle)
完全靠她自己
她安慰哭泣的孩子
[[[pre-chorus]]]
She tells him "uh, love,
no one's ever gonna hurt you, love
說著：“親愛的
沒有一個人會傷害到你
I'm gonna give you all of my love
Nobody matters like you"
我會給你所有的愛
沒人比你更重要”
She tells him
"your life ain't gonna be nothing like my life
繼續說著：
“你的生活不會像我一樣的虛無
You're gonna grow and have a good life
I'm gonna do what I've got to do"
你長大，會有美好的日子
我會用實際行動來愛你”
[[[chorus]]]
So, Rockabye baby, Rockabye
I'm gonna rock you
寶貝 快睡吧
我來哄你睡覺
Rockabye baby, don't you cry
Somebody's got you
寶貝，不哭
有人保護你呢
Rockabye baby, Rockabye
I'm gonna rock you
寶貝快睡吧
我來哄你睡覺
Rockabye baby, don't you cry
Rockabye, no
寶貝 不要哭
Rockabye-rocka-rocka-rocka-bye
Rockabye, oh oh yeah
寶貝 睡吧，寶貝
Rockabye-rocka-rocka-rocka-bye
親愛的寶貝睡吧


Single mama you doing out there
Facing the hard life, without no fear
單親媽媽做了一切
面對艱難的生活，沒有恐懼
Just in case you know that you really care
Cause any obstacle come you’re well prepared
如果你在意
任何艱難都有充分準備
And No mama you never set tear
Cause you have to set things year and to year
媽媽永不悲傷
每年都要經歷一些事情
And You give the youth love beyond compare
You find his school fee and the bus fare
青春付出的愛 無法衡量
你找了他的學校註冊費，還有公車票
Mmm marie, the pap's disappear
In the round back can’t find him no where
呵，瑪麗啊，孩子的爸不見了
返回時，再也沒有看到他
Steadily you work flow
You know say you nuh stop the time fi a jear
日復一日
你也沒法停止一整年
[bridge]
Now she gotta a six year old
Trying to keep him warm
現在小孩已經六歲
我試著給他所有

註：歌詞翻譯來自施建豐部落客

Looking at others who seemed to have achieved far beyond our reach - a loving family, a successful business, a loyal following, an appearance on TV - we may develop an internal dialogue that goes like this:

“Why can’t I be like that?”

“I can’t even find my own passion; I’m not great at anything. I’m stuck!”

“She has all the success, fame, money. There is now less for me.“

The more we think these thoughts, the smaller we feel.

This thought pattern might have been developed since your childhood, if your parents, like mine, often compared you with others.

What I learned, the hard way was that when you try to be better than others, you forget to be what you’re best at: yourself. 💛
---
We tend to find the need to compare ourselves to others, but deep down we are more special than we think. For I believe that deep down, we are wired to love and cheer for another.

Read and listen one of my recent fun articles where I was interviewed on a podcast with my ultimate sister Monta Vilumsome about how/why to cheer for other women (and also an epic behind the scene story of my previous book launch!) >>> https://bit.ly/3aKluJv 🙌

?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com

Talk to me :
? Instagram ▸ http://instagram.com/makhonkit
? Facebook ▸ http://facebook.com/raymakpiano
? Twitter ▸ http://twitter.com/makhonkit

Rockabye Baby!!

[Intro: Sean Paul]
Call it love and devotion
Call it a mom's adoration, foundation
A special bond of creation, hah
For all the single moms out there
Going through frustration
Clean Bandit, Sean-da-Paul, Anne-Marie
Sing, make them hear

[Verse 1: Anne-Marie & Sean Paul]
She works at nights, by the water
She's gone astray, so far away
From her father's daughter
She just wants a life for her baby
All on her own, no one will come
She's got to save him (daily struggle)

[Pre-Chorus 1: Anne-Marie & Sean Paul]
She tells him, "Oh, love, no one's ever gonna hurt you, love."
"I'm gonna give you all of my love."
"Nobody matters like you."
(Stay up there, stay up there!)
She tells him, "Your life ain't gon' be nothing like my life." (Straight!)
"You're gonna grow and have a good life."
"I'm gonna do what I've got to do."
(Stay up there, stay up there!)

[Chorus: Anne-Marie]
So, rockabye, baby, rockabye
I'm gonna rock you
Rockabye, baby, don't you cry
Somebody's got you
Rockabye, baby, rockabye
I'm gonna rock you
Rockabye, baby, don't you cry
Ah, Rockabye, no

[Post-Chorus 1: Sean Paul & Anne-Marie]
Rockabye, rocka-rocka-rocka-bye
(Rockabye, yeah, no)
Rockabye, rocka-rocka-rocka-bye

[Verse 2: Sean Paul & Anne-Marie]
Single mum, how're you doing out there?
Facing the hard life, without no fear (Yeah!)
Just so you know that you really care
'Cause any obstacle come, you're well prepared (Oh, no!)
And no, mama, you never shed tear
'Cause you have to shed things year after year
And you give the youth love beyond compare (Yeah!)
You find his school fee and the bus fare (Yeah!)
Mh, Marie, the paps' disappear
In the wrong bar, can't find him nowhere
Steadily your workflow, heavily you know
So you nah stop, no time, no time fi a jeer

[Bridge: Anne-Marie]
Now she got a six-year-old
Trying to keep him warm
Trying to keep out the cold
When he looks in her eyes
He don't know he is safe

[Pre-Chorus 2: Anne-Marie]
When she says, "Oh, love, no one's ever gonna hurt you, love."
"I'm gonna give you all of my love."
"Nobody matters like you."

[Chorus: Anne-Marie & Sean Paul]
So, rockabye, baby, rockabye
I'm gonna rock you
Rockabye, baby, don't you cry
Somebody's got you
Rockabye, baby, rockabye
I'm gonna rock you
Rockabye, baby, don't you cry
(Badda-bang-bang-bang, alright then)
Ah, Rockabye, no

[Post-Chorus 2: Sean Paul & Anne-Marie]
Rockabye, rocka-rocka-rocka-bye
(Rockabye, yeah, no)
Rockabye, rocka-rocka-rocka-bye
Rockabye, don't bother cry
Lift up your head, lift it up to the sky, yo
Rockabye, don't bother cry
Angels surround you, just dry your eye

[Bridge: Anne-Marie]
Now she got a six-year-old
Trying to keep him warm
Trying to keep out the cold
When he looks in her eyes
He don't know he is safe when she says

[Pre-Chorus 1: Anne-Marie & Sean Paul]
She tells him, "Oh, love, no one's ever gonna hurt you, love."
"I'm gonna give you all of my love."
"Nobody matters like you."
(Stay up there, stay up there!)
She tells him, "Your life ain't gon' be nothing like my life." (Straight!)
"You're gonna grow and have a good life."
"I'm gonna do what I got to do.", yeah

[Chorus: Anne-Marie & Sean Paul]
So, rockabye, baby, rockabye
(Rockabye, rocka-rocka-rocka-bye)
I'm gonna rock you
Rockabye, baby, don't you cry
(Rockabye, rocka-rocka-rocka-bye)
Somebody's got you
Rockabye, baby, rockabye
(Rockabye-rocka-rocka-rocka-bye)
I'm gonna rock you
Rockabye, baby, don't you cry
(Badda-bang-bang-bang, alright then)
Ah, Rockabye

[Post-Chorus 3: Sean Paul & Anne-Marie]
Rockabye, don't bother cry
Lift up your head, lift it up to the sky (Ah, Rockabye!)
Rockabye, don't bother cry (Yeah!)
Angels surround you, just dry your eye (Yeah, ah, rockabye!)
Rockabye, don't bother cry (No!)
Lift up your head, lift it up to the sky (Oh, Rockabye!)
Rockabye, don't bother cry
Angels surround you, just dry your eye

Special Note :

MIDI (Sheet Music) Available on my website. Just go to Downloads, you'll see the word MIDI in red beside the song name. Use a notation software to open MIDI as Sheet Music.