Greater Grace is Coming!
““For truly, in this city against your holy servant, Jesus, whom you anointed, both Herod and Pontius Pilate, with the Gentiles and the people of Israel, were gathered together to do whatever your hand and your council foreordained to happen. Now, Lord, look at their threats, and grant to your servants to speak your word with all boldness, while you stretch out your hand to heal; and that signs and wonders may be done through the name of your holy Servant Jesus.” When they had prayed, the place was shaken where they were gathered together. They were all filled with the Holy Spirit, and they spoke the word of God with boldness. The multitude of those who believed were of one heart and soul. Not one of them claimed that anything of the things which he possessed was his own, but they had all things in common. With great power, the apostles gave their testimony of the resurrection of the Lord Jesus. Great grace was on them all. For neither was there among them any who lacked, for as many as were owners of lands or houses sold them, and brought the proceeds of the things that were sold, and laid them at the apostles’ feet, and distribution was made to each, according as anyone had need.” (Acts 4:27-35 WEB)
In a post from months ago, I had shared that Pharaoh’s dream of the seven fat cows and seven skinny cows have an end-time prophetic meaning of seven years of plenty before the Rapture and seven years of severe famine during the seven years of Tribulation.
“Joseph said to Pharaoh, “The dream of Pharaoh is one. What God is about to do he has declared to Pharaoh. The seven good cattle are seven years; and the seven good heads of grain are seven years. The dream is one. The seven thin and ugly cattle that came up after them are seven years, and also the seven empty heads of grain blasted with the east wind; they will be seven years of famine. That is the thing which I spoke to Pharaoh. What God is about to do he has shown to Pharaoh. Behold, there come seven years of great plenty throughout all the land of Egypt. There will arise after them seven years of famine, and all the plenty will be forgotten in the land of Egypt. The famine will consume the land, and the plenty will not be known in the land by reason of that famine which follows; for it will be very grievous. The dream was doubled to Pharaoh, because the thing is established by God, and God will shortly bring it to pass.” (Genesis 41:25-32 WEB)
I believe we are in/entering that season of seven plentiful years.
In the seven plentiful years, we are going to see things like the early church experienced, but at a much greater magnitude. It is the Lord’s final harvest of souls before the Rapture.
We will see:
- Bold believers rise up to win souls and amazing miracles happening when they preach the Gospel.
- The world shaken by the Holy Spirit and a huge outpouring of the Spirit upon all flesh. Even unbelievers will receive dreams and visions from God and experience His power.
- A new level of unity and love among the body of Christ.
- A prosperous church that shares her wealth with those in need; the wealth of the nations will be transferred to believers.
We are not going to leave this world as a bruised, battered, cowering church. We will be prospering in all things together and prepared as a radiant bride for the Lord. This is the effect of us collectively receiving more revelation about the Gospel of Jesus Christ.
“But the path of the righteous is like the dawning light, that shines more and more until the perfect day.” (Proverbs 4:18 WEB)
The path of the righteous (believers) will shine more and more until the perfect day.
“For he must reign until he has put all his enemies under his feet. The last enemy that will be abolished is death. For this perishable body must become imperishable, and this mortal must put on immortality. But when this perishable body will have become imperishable, and this mortal will have put on immortality, then what is written will happen: “Death is swallowed up in victory.” “Death, where is your sting? Hades, where is your victory?”” (1 Corinthians 15:25-26, 53-55 WEB)
The last enemy that will be put under Jesus’ feet and abolished is death. This means that before the Rapture, all other enemies would be under the feet of the body of Christ. This includes sickness, aging, weakness, poverty, broken relationships, and all types of bondages that have plagued the church throughout history.
We would be so full of life that the only thing remaining is to be clothed with our glorified body and meet Jesus in the air.
Are you excited about the seven years of plenty? If the early church experienced great grace, the end-time church before the Rapture will experience greater grace! Don’t just be a spectator—ask Him to let you participate in a significant way, to bringing about good change for His kingdom!
One revelation that the body of Christ will grow in is this: receiving supernatural youth renewal to live young, healthy, strong, and beautiful like Jesus. I believe that “Younger and Younger” (the eBook and audio) are being used to enlighten believers about this part of our inheritance that is often neglected. Join me on a 31-day youth renewal journey to meet a new you—it is a transformation that everyone can see:
https://bit.ly/younger-and-younger
同時也有390部Youtube影片,追蹤數超過4,670的網紅beatcamp,也在其Youtube影片中提到,Please subscribe my channel https://bit.ly/3bnFIsO sub channel (Japanese) https://www.youtube.com/user/beatusk910 This is Beat Naito from Japan. I ...
「early leave」的推薦目錄:
- 關於early leave 在 Milton Goh Blog and Sermon Notes Facebook 的最讚貼文
- 關於early leave 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於early leave 在 Hapa Eikaiwa Facebook 的精選貼文
- 關於early leave 在 beatcamp Youtube 的精選貼文
- 關於early leave 在 Jackz Youtube 的精選貼文
- 關於early leave 在 Chris Quimbo Youtube 的最佳貼文
- 關於early leave 在 early leave中文的推薦與評價,YOUTUBE和網紅們這樣回答 的評價
- 關於early leave 在 Peter Thiel: Early Facebook investor to leave Meta board - DW 的評價
early leave 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
early leave 在 Hapa Eikaiwa Facebook 的精選貼文
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「What if」を駆使して英語表現を豊にしよう!
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今日は覚えておくと英語の表現がとても豊かになる「What if」についてご紹介します。先の心配をしたり、たわいもない話をしたり、遠回しに何かを提案したり、喧嘩で開き直ったり、用法によって様々な状況で使える便利なフレーズです。
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1) What if _____?
→「もし〜だったらどうするの?」
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「What if」は「もしある出来事が起こったらどうするの?」を意味し、何かが将来に起こり得る可能性を示唆する時に使う表現です。「What are you going to do if _____?(〜が起こったらどうするの?」や「What should I do if _____?(〜が起こったら私はどうしたらいいの?」といった表現を簡潔にした便利なフレーズです。例えば、友達の誕生日パーティーを公園で開催しようと計画するなかで「雨が降ったらどうするの?」と発言する場合は「What if it rains?」となります。
✔一般的に好ましくない状況を仮定する場合に使うが、ポジティブな出来事に対しても使える。
<例文>
What if there's traffic? You should leave early.
(渋滞だったらどうするの?早めに出た方がいいよ。)
What if I get lost? I don't even have my cell phone.
(道に迷ったらどうすんねん?携帯もないねんで。)
But what if you succeed? Trust yourself. You can do it.
(でも成功したら?自分を信じなよ。絶対にできるって。)
--------------------------------------------------
2) What (would you do) if _____?
→「もし〜だったらどうする?」
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「What if」は、実際には起こる可能性が低かったり、またはあり得ないようないわゆる妄想話をするときにもよく使われます。例えば、友達に「もし宝くじが当たったらどうする?」と聞く場合は「What would you do if you won the lottery?」となります。
✔「What if you were _____?」→「あなたがもし〜だったら」
✔「What if you could _____?」→「あなたがもし〜できたら」
✔「What if you had _____?」→「あなたがもし〜持っていたら」
<例文>
What if you were an animal? What would you want to be?
(もしあなたが動物だったら、なんの動物になりたいですか?)
What if you could live anywhere in the world? Where would you live?
(もし世界中のどこにでも住めるとしたら、どこに住みますか?)
What would you do if you only had 24 hours to live?
(もし24時間しか生きられへんかったら、どないする?)
--------------------------------------------------
3) What if _____?
→「もし〜したらどうだろう?」
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何かを提案する時にも「What if」が使われることがあります。しかし提案内容をストレートに強く勧めるのではなく、考慮して欲しいといった気持ちを遠回しに伝えるニュアンスです。例えば、会社で上司に早退できるかを交渉したい場合、「What if I finish all my work? Can I go home early?(もし仕事を全部終わらせたら早めに帰ってもいいですか?)」という感じで使います。
<例文>
What if we called off the event? Would it be a problem?
(イベントを中止にしたら問題になるかな?)
What if he buys you a new laptop? Would you forgive him?
(もし彼が新しいパソコンを買ってくれたらどないすんの?許すんかいな?)
What if I promise to never be late again?
(もし私が、もう遅れないって約束したら?)
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4) So what if _____?
→「〜だから何だって言うの?」
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相手から何かについて責められている時に「だから何だって言うの?」「〜をして何が悪いの?」と開き直った態度を示す場合によく使われるフレーズで、多少怒りの気持ちが込められた表現になります。よくあるカップル同士の喧嘩で例えてみましょう。帰宅が遅かったことを問い詰めてくる相手に反発する定番フレーズが「So what if I came home late? I was just hanging out with my friends.(遅くなって何が悪いの?友達と遊んでいただけじゃん。)」です。(笑)
<例文>
So what if I lied? You would have been angry anyway.
(嘘ついたからって何だっていうの?どっちにしろ怒ってたでしょ。)
So what if I spent all my money last night. It's my money.
(昨晩、お金を全部使い果たしたけど何か?僕のお金だし。)
So what if I don't want to go to college. It's my choice. Leave me alone.
(大学に行きたないことの何があかんねん!?うちのことやねんし、ほっといてくれへんかな。)
ブログ記事URL:https://hapaeikaiwa.com/?p=9201
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無料メルマガ『1日1フレーズ!生英語』配信中!
通勤・通学などのちょとした合間を利用して英語が学べるメルマガ『1日1フレーズ!生英語』を平日の毎朝6時に配信中!ただ単にフレーズを紹介しているだけではなく、音声を使った学習プロセスが組み込まれているので、メルマガを読むこと自体が学習方法!
https://hapaeikaiwa.com/mailmagazine/
~~~~~~~~~~~~~~~~~~~
early leave 在 beatcamp Youtube 的精選貼文
Please subscribe my channel
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This is Beat Naito from Japan.
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early leave 在 Jackz Youtube 的精選貼文
【當年今日】
這是最好的時代,也是最壞的時代。
有人說我們的社會撕裂,但我卻感受到香港人史無前例的團結。
It was the best of times, it was the worst of times.
Some said social cleavages emerged in our city,
but what I witnessed was an unprecedented unity of HongKongers.
2019年6月16日,香港經歷有史以來最大規模的示威遊行活動。多達200萬人參與遊行,抗議政府修訂《逃犯條例》草案。除撤回修訂逃犯條例外,不少民眾要求行政長官林鄭月娥下台。身穿黑衣的示威人潮迫滿街頭,令港島一帶馬路宛如「黑海」。亦有不少人手持白花,紀念日前在太古廣場墜樓的「梁烈士」。示威者手持不同的標語表達訴求,當中包括「學生沒有暴動」、「釋放被捕人士」、「追究警暴」等等。當首批遊行人士抵達金鐘添馬公園終點的時候,仍有不少遊行人士在維多利亞公園等待出發。儘管香港在當年暑假發生了一連串的事件,特首林鄭月娥要到9月初才正式撤回備受爭議的《逃犯條例》修訂草案。
毋忘,勿諒。?
0:00 On 16 June 2019, Hong Kong experienced its largest protest in history.
0:05 As many as 2 million people demonstrated against the controversial extradition bill.
0:09 Many called for Chief Executive Carrie Lam to step down.
0:12 Protesters wearing black clothes filled streets and turned roads into a sea of black.
0:16 Many also mourned “martyr” Marco Leung, who fell to his death at Pacific Place the day before.
0:22 Demands reflected in placards included "Students are not rioters", "Release detained protesters" and "Investigate police brutality".
0:29 When the first group of marchers arrived at the march's endpoint, Tamar Park in Admiralty, there were still protesters waiting to leave Victoria Park in Causeway Bay.
0:35 Despite the infamous 721, 831 incidents throughout the summer, Carrie Lam did not declare full withdrawal of the controversial bill amendment until early September.
0:41 Never forget. Never forgive. ?
#兩年前 #二百萬零一人 #香港人加油
References:
【616遊行全紀錄】周一早晨示威者商議後轉往添馬公園集結,金鐘夏慤道重新開放
https://theinitium.com/article/20190616-hongkong-extradition-bill-protest-live/
Hong Kong Timeline 2019-2021: Anti-Extradition Protests & National Security Law
https://www.hrichina.org/en/hong-kong-timeline-2019-2021-anti-extradition-protests-national-security-law
Hong Kong protest: 'Nearly two million' join demonstration
https://www.bbc.com/news/world-asia-china-48656471
early leave 在 Chris Quimbo Youtube 的最佳貼文
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Music by Fiji Blue - Outside - https://thmatc.co/?l=3076DE77
Music by HONÜ - Summer Sunshine - https://thmatc.co/?l=F4B59833
Music by Mr. Jello - Sunny Days - https://thmatc.co/?l=468949F1
early leave 在 Peter Thiel: Early Facebook investor to leave Meta board - DW 的推薦與評價
Silicon Valley billionaire Peter Thiel is leaving the board of directors of Facebook's parent company Meta after the next shareholder ... ... <看更多>