🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有702部Youtube影片,追蹤數超過5萬的網紅Sam&Aïcha 山姆艾查,也在其Youtube影片中提到,#Sa減你的購物車 #韓貨代購 #推薦 我的Instagram: Samantha: samparadisee — — — — — — — — — — — — — — — — — — — 商品資訊: -Laura Mercier煥顏修容刷 https://www.lauramercier.com....
complex with 在 Jestinna Kuan Facebook 的最讚貼文
The day & night.
Which one do you like it better?🤍🖤
I’ve been using Lancome Advanced Genifique Serum in the morning and Lancome Advanced Genifique Sensitive Serum at night!
The little black bottle, Lancome Advanced Genifique is now proven, w/ a patented complex of 7 pre & probiotic derived fractions combined with Hyaluronic Acid and Vitamin CG which delivers 2 times faster on recovery that makes your skin stronger skin while slowing down signs of aging.
The Advanced Genifique Sensitive is suitable for sensitive skin which instantly soothes and protects skin against UVA rays. Just twist the cap and let the ferulic acid to flow down and shake to mix it well before applying on the face. It is available on 1st of Oct both in boutiques and online!
#LancomeMY
#littleblackbottle
#AdvancedGenifique
#GENIFIQUE7DAYSCHALLENGE
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complex with 在 Siennylovesdrawing Facebook 的最讚貼文
Sienny Yong aka Siennylovesdrawing 👩🏻 is gonna sharing in this new 🆕 #blogpost about her 7️⃣ good habits to #stayhealthy since the global health pandemic happened. Read more via 🌐 https://siennylovesdrawing.wordpress.com/2021/09/28/user-experience-daily-stay-ahead-health-supplement-with-bio-life-nat-b-fizzy/
Do you share some of these good habits❓⁉️
🧡 BiO-LiFE Nat B Fizzy helps SiennyLovesDrawing to stay ahead with her daily routines 🧡🙋🏻♀️🚶🏻♀️🧘🏻♀️🏋🏻♀️👩🏻💻👩🏻🎨👩🏻🏫
She 👩🏻 has been taking this tasty delicious BiO-LiFE Nat B Fizzy healthy supplement drink daily as her energy booster to maintain great 👍🏻 habits while stay home & working from home 👩🏻💻🏡 Its Vitamin B complex contains is helping in alertness & brain 🧠 function, while Vitamin C 1000g contains is boosting her body immune system to protecting her against any harmful virus 🦠 during this global health pandemic
It’s suitable for everyday supplement, personally she loves its easy convenient packaging to bring along while on the go as her energy booster
She always stay ahead & energetic with her daily intake after lunch meal, it keeps her to continue her busy working from home schedule then 😀 Also she rarely fall sick eg. fever, cold etc.
#StayAheadwithNatbFizzy #biolifemy #VitaminBs #VitaminC #DailySupplement #DailyNutrientReplenish #Energy #Vitality #EffervescentTablet #healthy #healthysupplement #stayhealthy #healthylifestyle #healthyliving #health #healthy Bio-Life Malaysia
complex with 在 Sam&Aïcha 山姆艾查 Youtube 的最佳解答
#Sa減你的購物車 #韓貨代購 #推薦
我的Instagram:
Samantha: samparadisee
— — — — — — — — — — — — — — — — — — —
商品資訊:
-Laura Mercier煥顏修容刷
https://www.lauramercier.com.tw/臉部頰彩唇部刷具/煥顏修容刷-12704548.html?cgid=cat340002
-小棕瓶
https://www.esteelauder.com.tw/product/13777/95070/promotions/setsgifts/advanced-night-repair/synchronized-multi-recovery-complex?gclid=CjwKCAjw64eJBhAGEiwABr9o2P6-wsLLrTJXjhyTIqzmaJDUKRX6cAtgFqIAxXlkSBKCdGTVImViohoCEu0QAvD_BwE
-Hong葒
https://www.hong-clothing.com/products
-girlstalk
https://www.instagram.com/girlstalk888/
-+10・加拾襪子店
https://product.10moresocks.com/products/pacific-at-night-3-4ths-socks-waves
https://product.10moresocks.com/products/placamen-isabellina-3-4ths-socks-double-star
https://product.10moresocks.com/products/baldrs-death-3-4ths-socks-dew
— — — — — — — — — — — — — — — — — — —
剪輯:Samantha
🎵
Music by Jeremy Vara - The Rest of My Life - https://thmatc.co/?l=4B7C5027
Music by Kelsey Kuan - Idk - https://thmatc.co/?l=B3D0DBC7
Music by Kissmykas - Chill with me - https://thmatc.co/?l=BA3F0585
Music by MYSM - Indie Feel - https://thmatc.co/?l=D183D77D
— — — — — — — — — — — — — — — — — — —
⚠️FB粉專的私信會吃訊息,若有重要事項需聯絡,請透過Email,謝謝🙏
📬Mail:
Sam&Aïcha 👉samandaicha@gmail.com
Aïcha👉helloitsaicha777@gmail.com
Samantha 👉samparadisee@gmail.com
🔺This video is not sponsored.
🗽歡迎工作邀約喔👋
complex with 在 ロイドごはん Youtube 的精選貼文
秋葉原の人気家系店へ!東京都千代田区『秋葉原ラーメンわいず』に伺いました!『神田ラーメン わいず』には何度かお邪魔しておりますが、今回秋葉原へは初訪問となります。自家製にこだわった麺や複雑な旨みが絡み合うスープは幅広い層の方から支持されており、今回は店主の方からのオススメで「得製つけ麺」を頂きました。わいずではどんどん新しい試みにチャレンジされており、今回も楽しみに頂きました。それではその様子をご覧下さい。
*実際のトッピングと異なる場合があります。
*感染対策を徹底して撮影を行っています。
*撮影に際しては、お店の方や周りのお客様に充分配慮して撮影をおこなっています。
To a popular iekei store in Akihabara! We visited "Akihabara Ramen Waizu" in Chiyoda-ku, Tokyo! I have been to "Kanda Ramen Waizu" several times, but this is my first visit to Akihabara. Homemade noodles and soups with complex flavors are supported by a wide range of people, and this time we received the "Tsukemen Tsukemen" recommended by the owner. Waizu is taking on new challenges, and I was looking forward to it this time as well. Please take a look at the situation.
* It may differ from the actual topping.
* We take thorough measures against infection.
* When shooting, we take the shop and the customers around us into consideration.
いつもありがとうございます!( ´ ▽ ` )
高評価&チャンネル登録もよろしくお願いいたします!
#家系 #ラーメン #秋葉原 #ロイドごはん #つけ麺
—————《サブチャンネルもよろしくお願いします!》—————————————
【メロンシートジャーニー】
https://www.youtube.com/channel/UCwNlBAUziFWkJZFY_u3t65A
【フラメンコロイド】
https://www.youtube.com/channel/UCsFJHNg3SR41R2a3vctUInw
🍀 「ロイドごはん」公式LINEにて
タイムラインオリジナル動画を投稿中!
お友だち追加はこちら
https://lin.ee/ow4OdaV
—————《本日の店舗情報》—————————————————
『秋葉原ラーメン わいず』
https://www.google.co.jp/amp/s/s.tabelog.com/tokyo/A1311/A131101/13178061/top_amp/
—————《ロイドごはんオススメの動画! ROIDGOHANs’ Recommended video》———————————
78才おじいちゃん屋台ラーメンの朝『幸っちゃん』夜明けの銀座【飯テロ】Old Style Ramen Stall Yatai Japanese Street Food
https://youtu.be/YHiWYvhxUI4
【家系ラーメン特集!】
https://www.youtube.com/playlist?list=PL6yW17uB9uIVUmOS8qnXrRwcBu8W-uRYZ
神回【ラーメン二郎の貴重映像】全増しが出来るまで一部始終を大公開!【ラーメン二郎 ひばりヶ丘店】ramen
https://youtu.be/mBFcdMHyaxA
—————《オリジナルサイトの情報》—————————————————
★ロイドwalker《人生をドラマチックに彩る旅とグルメと温泉図鑑》
https://ramenjapan.net/
★メロンシート《フラメンコギターの世界一の旅》
https://pordiotama3.xsrv.jp
★フラメンコロイド 《フラメンコロイドの神話と伝説》
https://flamenkoroid.net
—————《twitter》—————————————————————
★ロイドごはん
https://twitter.com/roidgohan
★メロンシート
https://twitter.com/meloncito310
★フラメンコロイド
https://twitter.com/flamenkoroid
—————《instagram》———————————————————-
★ロイドごはん
https://www.instagram.com/roidgohan
★メロンシート
https://www.instagram.com/satoshimelo...
★フラメンコロイド
https://www.instagram.com/flamenkoroid
complex with 在 Pat Kay Youtube 的最佳解答
Episode 4 of the series decoding Visual Language with Photography Visual Patterns!
This week, Color Theory In Photography, a complex, but very important concept to understand.
Enjoy!
———
Visual Language & Visual Pattern Series
Ep 1, Frames: https://youtu.be/8ua1A7VI2H0
Ep 2, Negative Space: https://youtu.be/id0WCxwVNWY
Ep 3, Leading Lines: https://youtu.be/uu_5lEja2vA
Ep 4, Color Theory: https://youtu.be/yIOVJXNoDxY
———
Use the color wheel app I was using: https://color.adobe.com/
———
Support me on Patreon or join this channel to get access to exclusive perks:
https://patreon.com/patkay
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Let's chat! Join my Discord
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Get the music I use
Epidemic Sound (30 days free) - https://geni.us/pk-epidemicsound
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https://geni.us/pk-artgrid
———
🌐 Find me at
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Photography Guide to Japan - https://geni.us/DiscoverJapan
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My entire Adobe Lightroom preset pack - https://geni.us/presets
Prints - https://geni.us/pkprints
📷 Gear
Photo camera - https://geni.us/GJrG7iy
Video camera - https://geni.us/J1KUKOQ
Little camera - https://geni.us/TWPPdPC
Main lens - https://geni.us/ifAt80d
Wide lens - https://geni.us/6Gkq
Mid lens - https://geni.us/0ooL
Portrait lens - https://geni.us/mBf1I
Long lens - https://geni.us/213QPKM
Shotgun mic - https://geni.us/ogbq
Shotgun deadcat - https://geni.us/IGuRsBA
Lav mic - https://geni.us/z3i4Ov9
Drone - https://geni.us/2q5uu
Tripod - https://geni.us/vO4wh
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Full gear list here - https://geni.us/A6HPT
0:00 Intro
1:07 Color terms
3:38 Color psychology
5:24 Color harmony groups
7:54 How I use color
8:28 Color in practice
11:41 Outro