🌻
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837部Youtube影片,追蹤數超過7萬的網紅王大喜,也在其Youtube影片中提到,2021/09/24生命創作 孟婆在線3-1、”孟姜女與蚩尤” /.紀實型野史 王大喜(Rasta Wang) *參考(背景影片原封不動): 2021/09/18(紀實型雜記) (房屋淨化工作紀實; House cleansing work documentary) 現實中的清醒夢 ”DNA光...
「deliver to you」的推薦目錄:
- 關於deliver to you 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於deliver to you 在 Facebook 的精選貼文
- 關於deliver to you 在 eCloudvalley Facebook 的最佳貼文
- 關於deliver to you 在 王大喜 Youtube 的精選貼文
- 關於deliver to you 在 kottaso cook【kottaso Recipe】 Youtube 的精選貼文
- 關於deliver to you 在 kottaso cook【kottaso Recipe】 Youtube 的精選貼文
- 關於deliver to you 在 Fifth Harmony - Deliver - YouTube 的評價
- 關於deliver to you 在 What does "deliver to" mean? - English StackExchange 的評價
- 關於deliver to you 在 Hi! Do you deliver!? - Brittany Zielinski | Facebook 的評價
deliver to you 在 Facebook 的精選貼文
In all the affairs of life, be it in lack, in marital turmoil or any other area, God is our refuge and strength, and His help is timely and present, here to help you right now. Not a future or past help, but a very present help in times of need.
Just like the stories that you read about in the Old Testament, the same God who delivered Goliath into David’s hands is the same God who will deliver everything that is besetting or concerning you, and you shall rule over it!
Friend, whatever your struggle is today, you can know beyond the shadow of a doubt that He is with you and knows exactly how to help you.
Read our official sermon notes from this latest sermon, Now Is The Time Of Favor (Sep 26, 2021) here: https://bit.ly/3ANu8op
deliver to you 在 eCloudvalley Facebook 的最佳貼文
A data-driven enterprise is one that knows how to effectively derive insights from the data and use those insights to drive actions to ultimately deliver outcomes.
In this webinar, AWS and us will bring you new ideas on how to modernize your SAP applications and how eCloudvalley Migration Factory helps you to accelerate the SAP Cloud Journey, improving your existing SAP infrastructure by leveraging AWS services.
https://www.ecloudvalley.com/event/modernizing-your-sap-infrastructure-and-applications/
#AWS #eCloudvalley #SAP #Webinar
deliver to you 在 王大喜 Youtube 的精選貼文
2021/09/24生命創作
孟婆在線3-1、”孟姜女與蚩尤”
/.紀實型野史 王大喜(Rasta Wang)
*參考(背景影片原封不動):
2021/09/18(紀實型雜記)
(房屋淨化工作紀實; House cleansing work documentary)
現實中的清醒夢
”DNA光弦運動、白洞與原創力” ;
Lucid dream In reality
, ”Arch、white hole、Creativity”
/.原著與紀實 王大喜(Rasta Wang)
https://youtu.be/9zHZ4wMYY5E
*今日章節;Daily Chapter:
「你施捨的時候,不要叫左手知道右手所做的, 要叫你施捨的事行在暗中。你父在暗中察看,必然報答你 。」 你們禱告,不可像外邦人,用許多重複話,他們以為話多了必蒙垂聽。 你們不可效法他們;因為你們沒有祈求以先,你們所需用的,你們的父早已知道了。 願你的國降臨; 願你的旨意行在地上, 如同行在天上。 我們日用的飲食,今日賜給我們。 免我們的債, 如同我們免了人的債。 不叫我們遇見試探; 救我們脫離凶惡 。 因為國度、權柄、榮耀,全是你的, 直到永遠。阿們 ! 你禁食的時候,要梳頭洗臉, 不叫人看出你禁食來,只叫你暗中的父看見;你父在暗中察看,必然報答你。」 「眼睛就是身上的燈。你的眼睛若瞭亮,全身就光明; 你的眼睛若昏花,全身就黑暗。你裏頭的光若黑暗了,那黑暗是何等大呢!」 「所以我告訴你們,不要為生命憂慮吃甚麼,喝甚麼;為身體憂慮穿甚麼。生命不勝於飲食嗎?身體不勝於衣裳嗎? 你們看那天上的飛鳥,也不種,也不收,也不積蓄在倉裏,你們的天父尚且養活牠。你們不比飛鳥貴重得多嗎? 這都是外邦人所求的。你們需用的這一切東西,你們的天父是知道的。 你們要先求他的國和他的義,這些東西都要加給你們了。」
馬太福音 6:3-4, 7-8, 10-13, 17-18, 22-23, 25-26, 32-33 CUNP-神
「But when thou doest alms, let not thy left hand know what thy right hand doeth: that thine alms may be in secret: and thy Father who seeth in secret shall recompense thee. And in praying use not vain repetitions, as the Gentiles do: for they think that they shall be heard for their much speaking. Be not therefore like unto them: for your Father knoweth what things ye have need of, before ye ask him. Thy kingdom come. Thy will be done, as in heaven, so on earth. Give us this day our daily bread. And forgive us our debts, as we also have forgiven our debtors. And bring us not into temptation, but deliver us from the evil one. But thou, when thou fastest, anoint thy head, and wash thy face; that thou be not seen of men to fast, but of thy Father who is in secret: and thy Father, who seeth in secret, shall recompense thee. The lamp of the body is the eye: if therefore thine eye be single, thy whole body shall be full of light. But if thine eye be evil, thy whole body shall be full of darkness. If therefore the light that is in thee be darkness, how great is the darkness! Therefore I say unto you, Be not anxious for your life, what ye shall eat, or what ye shall drink; nor yet for your body, what ye shall put on. Is not the life more than the food, and the body than the raiment? Behold the birds of the heaven, that they sow not, neither do they reap, nor gather into barns; and your heavenly Father feedeth them. Are not ye of much more value than they? For after all these things do the Gentiles seek; for your heavenly Father knoweth that ye have need of all these things. But seek ye first his kingdom, and his righteousness; and all these things shall be added unto you.」
Matthew 6:3-4, 7-8, 10-13, 17-18, 22-23, 25-26, 32-33 ASV
(目前專注於療癒及生命紀錄,也恢復線上諮詢及捐款,如需手術請至以下官網詳閱。☀️🙏)
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deliver to you 在 kottaso cook【kottaso Recipe】 Youtube 的精選貼文
English subtitles are available. Click the subtitle button on the screen.
有中文字幕。請按下畫面上的字幕按鈕選擇。
한국어 자막이 있습니다. 화면의 자막버튼에서 한국어를 선택해주세요.
◆こっタソ動物園チャンネル
新しいチャンネルです!こちらもおヒマな時にどぞ。
⇒https://www.youtube.com/c/こっタソ動物園-kottasoanimals
ご視聴ありがとうございます。
Thank you for watching
I want to deliver delicious Japanese-food recipes to the world
【材料】(2~3人前)
●ご飯:2合
●鶏もも肉:約300g
●大葉:お好み量
●小葱(万能ねぎ):お好み量
●米油(普通の油でもOK)
●桃屋のきざみにんにく:小さじ2~大さじ1(生のにんにくでもOK)
●醤油:大さじ1
●あごだし(4倍濃縮):小さじ1(めんつゆ、白だしでもOK)
●バター:10g
●ブラックペッパー
[肉の下味]
●塩
●ブラックペッパー
●みりん:小さじ1
●醤油:小さじ1
●おろしにんにく:小さじ1/2
-------------------------------------------------------
今回は『鶏ももとネギの焦がしガーリックバターライス』を作りました。
毎日でも食べたい!こうちゃんの得意料理です♪
正直、お店で食べるよりマジで旨いです!!!!!
僕が言葉で伝えるより、とにかく一度皆さんに食べて貰いたいです♪
簡単だけど美味しいが沢山詰まった最高のレシピです。
是非是非作ってみて下さい。
[Ingredients] (2~3 servings)
● Rice: 2 cups
● Chicken thighs: about 300g
● Shiso: As desired
● Leek: as desired
● Rice oil (regular oil is also fine)
● Minced garlic: 2 teaspoons to 1 tablespoon (fresh garlic is also fine)
● Fish stock: 1 tablespoon (4 times concentrated) (Noodle soup or white soup stock can be used)
● Butter: 10g
● Black pepper
[Seasoning for the meat]
● Salt
● Black pepper
● Mirin : 1 teaspoon
● Soy sauce: 1 teaspoon
● Grated garlic: 1/2 teaspoon
-------------------------------------------------------
This time I made "Toasted-Garlic Butter Rice with Chicken and Leek".
I want to eat it every day! This is Ko-chan's signature dish♪
To be honest, it's really better than eating it at a restaurant!!!!!
I'd rather have you all try it than tell you in words♪
This is a great recipe that is easy to make but full of flavor.
Please try making it.
●Instagram
⇒https://www.instagram.com/kossarishuntaso/
●twitter
⇒https://twitter.com/kottaso_recipe
●連絡先
⇒kossarisyuntaso@gmail.com
#こっタソの自由気ままに #JapaneseCooking #ガーリックライス #GarlicRice #최고의갈릭라이스 #蒜香炒飯 #JapaneseCuisine #Ramen #somen #やみつき無限そうめん #超やべぇやみつき大葉茄子 #AmazinglyYummy #JMT #油炸 #튀김 #다이어트 #減肥 #低糖質おつまみ #糖質制限レシピ #ヤセ筋 #低糖質レシピ #ヘルシー #ダイエットレシピ #激痩せ #ロカボレシピ #dietfood #lowcarbdiet #dietrecipe #晩ごはんレシピ #ご飯泥棒 #おかず #極上レシピ #ワンパンレシピ #時短レシピ #おうちごはん #至福の料理 #ご飯のお供 #太らないレシピ #やみつきレシピ #酒のつまみ #簡単つまみ #こっタソレシピ #男飯レシピ #mukbang #먹방 #男子ごはん #HomeCooking #StayHome #大食い #男ウケ料理 #晩酌 #自炊 #酒の肴 #簡単レシピ #弁当 #作り置き #Bento #recipesfordinner #マツコの知らない世界 #WithMe #Eazyrecipe #モッパン #から揚げ #唯一無二の絶品レシピ #こっタソ動物園
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deliver to you 在 kottaso cook【kottaso Recipe】 Youtube 的精選貼文
English subtitles are available. Click the subtitle button on the screen.
有中文字幕。請按下畫面上的字幕按鈕選擇。
한국어 자막이 있습니다. 화면의 자막버튼에서 한국어를 선택해주세요.
◆こっタソ動物園チャンネル
新しいチャンネルです!こちらもおヒマな時にどぞ。
⇒https://www.youtube.com/c/こっタソ動物園-kottasoanimals
ご視聴ありがとうございます。
Thank you for watching
I want to deliver delicious Japanese-food recipes to the world
【材料】(保存期間:冷蔵で約3日)
●ニラ:1束
●長ねぎ:1本
●醤油:大さじ4
●黒酢:大さじ1(普通の酢でもOK)
●みりん:大さじ1
●お酒:大さじ4
●あごだし(4倍濃縮):小さじ1(めんつゆ、白だしでもOK)
●ナンプラー:大さじ1(旨味がとんでもない事になるよ♪)
●ごま油:大さじ2
●にんにく:1~2片(チューブタイプでもOK)
●生姜:にんにくと同量(チューブタイプでもOK)
●豆板醤:小さじ1
●砂糖:小さじ2(ラカントとかにするとより糖質が抑えれます)
●唐辛子:お好み量
●いり胡麻:お好み量
●お好みで、一味唐辛子、ラー油
※辛みが苦手な方は豆板醤を味噌に変えて下さい。
※にんにくと生姜は出来れば生の方がオススメ♪
-------------------------------------------------------
どんな料理にもかけるだけで悪魔的に旨く、超やみつきになる!
『超やべぇ悪魔の葱ニラ』を作りました。
こんな美味しい万能タレは食べた事がない!と何度も言われたり、
食べた人には必ずレシピを聞かれる超オススメのレシピになってます!
魚醤と和風出汁が合わさった奥深い旨味に黒酢のコクある酸味がたまらなく後引く、
最高に超やべぇやみつき感になってます🤤🤤🤤
ラーメン、豆腐、豚しゃぶ、焼肉、素麺、餃子、卵かけご飯、お鍋…合わせ方は無限大!
マジ何でも超合います!!
作り方は特製のタレに漬けるだけ♪
是非色んな物に合わせてみて下さいね。
一度食べたら、いつも冷蔵庫に入れておきたくなるくらい、
超やみつきな旨さですよ😆
あと!これ食べると次の日めっちゃ肌と体の調子が最強になります♪
[Ingredients] (Preservation period: about 3 days refrigerated)
● Chive: 1 bunch
● Leek: 1
● Soy sauce: 4 tablespoons
● Black vinegar: 1 tablespoon (regular vinegar is also fine)
● Mirin: 1 tablespoon
● Sake: 4 tablespoons
● Fish stock: 1 teaspoon (4 times concentrated) (Noodle soup or white soup stock can also be used)
● Nam Pla: 1 tablespoon (the flavor will be outrageous!)
● Sesame oil: 2 tablespoons
● Garlic: 1 to 2 cloves (you can use the tube type)
● Ginger: Same amount as garlic (you can use the tube type)
● Dou ban jiang: 1 teaspoon
● Sugar: 2 teaspoons (you can use LACANTS to reduce the sugar content)
● Red hot pepper: As much as you like
● Sesame seeds: As much as you like
● Optional: chili pepper, chili oil
※If you don't like the spiciness, replace Dou ban jiang with miso.
※I recommend fresh garlic and ginger if possible.
-------------------------------------------------------
It's one of my mother's dishes that my father, a chef, especially loved💓
I've made a devilishly delicious and addictive sauce called "Amazingly Yummy Devil's Leek & Chive".
I've been told many times that I've never had such a delicious all-purpose sauce before, and I'm always asked for the recipe by those who have tried it!
The deep flavor of Nam pla and Japanese fish stock combined with the rich acidity of the black vinegar is irresistible aftertaste, making it super addictive! 🤤🤤🤤
Ramen, tofu, pork shabu, yakiniku, somen, gyoza, rice with egg, hot pot... the possibilities are endless!
Seriously, it goes super well with everything!!
All you have to do is to soak it in the special sauce♪
Please try to match it with many different things.
Once you try it, you'll want to keep it in your fridge all the time, it's so addictive😆
Also, when you eat this, your skin and body will feel its best the next day♪
●Instagram
⇒https://www.instagram.com/kossarishuntaso/
●twitter
⇒https://twitter.com/kottaso_recipe
●連絡先
⇒kossarisyuntaso@gmail.com
#こっタソの自由気ままに #JapaneseCooking #超やべぇ悪魔の葱ニラ #無限ニラ #韭菜 #大蔥 #부추 #대파 #Chives #GreenOnion #JapaneseCuisine #Ramen #somen #やみつき無限そうめん #超やべぇやみつき大葉茄子 #AmazinglyYummy #JMT #油炸 #튀김 #다이어트 #減肥 #低糖質おつまみ #糖質制限レシピ #ヤセ筋 #低糖質レシピ #ヘルシー #ダイエットレシピ #激痩せ #ロカボレシピ #dietfood #lowcarbdiet #dietrecipe #晩ごはんレシピ #ご飯泥棒 #おかず #極上レシピ #ワンパンレシピ #時短レシピ #おうちごはん #至福の料理 #ご飯のお供 #太らないレシピ #やみつきレシピ #酒のつまみ #簡単つまみ #こっタソレシピ #男飯レシピ #mukbang #먹방 #男子ごはん #HomeCooking #StayHome #大食い #男ウケ料理 #晩酌 #自炊 #酒の肴 #簡単レシピ #弁当 #作り置き #Bento #recipesfordinner #マツコの知らない世界 #WithMe #Eazyrecipe #モッパン #から揚げ #唯一無二の絶品レシピ #こっタソ動物園
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deliver to you 在 What does "deliver to" mean? - English StackExchange 的推薦與評價
As far as I know, "to" does not change the meaning. You could say, "I delivered the mail to the house", "I will deliver this later", ... ... <看更多>
deliver to you 在 Hi! Do you deliver!? - Brittany Zielinski | Facebook 的推薦與評價
Hi! Do you deliver!? ... All sold out for today see you all tomorrow. 1111 · 1 則留言. 分享. MD Bagel Fragel · 10月9日上午9:47. We are all sold out for the ... ... <看更多>
deliver to you 在 Fifth Harmony - Deliver - YouTube 的推薦與評價
... <看更多>