關於 global times twitter ，我們在網路上蒐集到這些相關的討論、資訊與評價

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.

淺談「假新聞」

最近上課時學到一個新單字「positionality」，讓我想到當前社群媒體上，不停看到的「fake news」——假新聞。

簡言之，「positionality」(位置性) 被定義為於種族、階級、性別、性取向以及能力等狀態中，創造你身分的社會與政治背景。位置性還描述了你的身分如何影響你對世界的理解與看法，以及潛在的偏見。

positionality 位置性；定位
https://terms.naer.edu.tw/detail/3390885/
https://www.lexico.com/definition/positionality

以下是我對「positionality」與 「fake news」的些許觀點：

“Fake news” has permeated all facets of life, ranging from social media interaction to presidential elections. Fake news can be defined as “fabricated information that mimics news media content in form but not in organizational process or intent” (Lazer et al., 2018, p. 1094). The creators and outlets of fake news do not ensure the accuracy and credibility of information, but rather disseminate misinformation or disinformation for purposes ranging from personal amusement to creating deceptions to achieve political aims. At times, fake news is created and disseminated by state or non-state actors using social media accounts and networks of bots designed to hijack feed algorithms of platforms such as Twitter or Facebook (Prier, 2017, p. 54). In the 2016 U.S. presidential campaign, Facebook estimated that up to 60 million bots were used to post political content. Some of the same bots were then used in an attempt to influence the 2017 French election (Lazer et al., 2018, p. 1095). Such campaigns can be understood as a form of information warfare, a comprehensive attempt to control and influence every facet of the information supply chain, thereby influencing public opinion and behaviors. (Prier, 2017, p. 54). Often, fake news is not directly created by actors that seek to manipulate but by journalists or content creators whose content favors or aligns with the narratives of these actors (Doshi, 2020).

從社群媒體的互動到總統選舉，「假新聞」（fake news）已滲透至生活的各個層面。假新聞可被定義為「在形式上而非組織過程或意圖上，模仿新聞媒體內容所捏造的資訊」（Lazer et al., 2018, p. 1094）。無論是出於個人愛好或為達政治目的而有所欺瞞，假新聞的製造者與傳播管道並不保證資訊的準確性與可信度，反而是為了散播錯誤訊息（misinformation）或扭曲訊息（disinformation）。有時，假新聞是由國家或非國家行為者（state or non-state actors）所製造與傳播，藉由社群媒體帳號及網絡機器人來劫持諸如臉書與推特等平臺的推送演算法（Prier, 2017, p. 54）。在2016年的美國總統大選中，臉書估計有多達６千萬個機器人被用來發布政治貼文。其中，有部分機器人被用於影響隔年的法國大選（Lazer et al., 2018, p. 1095）。此類行動可視為資訊戰（information warfare）的一種形式，一種對控制與影響資訊供應鏈各環節的全面嘗試，從而影響公眾輿論與行為（Prier, 2017, p. 54）。假新聞通常是由記者或內容創造者（content creators）所創造，而非試圖操弄的行為者，前者的內容偏好符合後者的敘事（Doshi, 2020）。

Nevertheless, while the term “fake news” is commonplace, there is no universal, measurable way to quantify the fakeness or truthfulness of news. There are many fact-checking and media-bias detection tools, but they cannot objectively detect and clarify the more subtle and nuanced aims of manipulative actors that play a crucial role in news production. It can also be argued that the veracity of news depends not only on the actors that seek to manipulate it, but also on the positionality of its consumers. Therefore, one’s initial line of defense against misleading news lies not in the plethora of fact-checking devices but more in one’s pre-existing dispositions and skills to think and act in response to misleading information. This ability can be referred to as critical thinking, which can be more concretely expounded as “reasonable and reflective thinking focused on deciding what to believe or do” (Ennis, 2011, p. 15).

然而，即便「假新聞」一詞隨處可見，卻沒有統一、可衡量的方式來量化新聞的虛假性或真實性。目前有許多事實查核與媒體偏見檢測工具，但它們無法客觀地檢測與說明行為操弄者更狡猾、更細緻的目標，而這些操弄者往往在新聞的生產中發揮著重要作用。我們也可以說，新聞的真實性不僅取決於試圖操弄它的行為者，同時還取決於新聞受眾的位置性。因此，一個人對抗誤導性新聞的第一道防線，不在於這些五花八門的事實查核方式，反而在於個人所固有的性格，以及針對誤導性資訊的思考與行動等相關技能。這種能力可稱為批判性思考（critical thinking），意即「專注於決定相信什麼或做什麼的理性思考與反思性思考」（Ennis, 2011, p. 15）。

Taiwan, also known as the Republic of China (ROC), is at the forefront of information warfare. It is wedged between the geopolitical struggles of global and regional hegemonies such as the United States and China, the People's Republic of China (PRC). Compounding the matter are the Taiwan’s own political actors vying for influence and power. This struggle seeps into all aspects of life and practice, mainly manifesting itself on social media, a battleground of information warfare. The Ministry of Education of Taiwan is cognizant of these information campaigns, and efforts have been made to introduce media literacy into all parts of its education system. According to the ministry, the government has tried to promote media literacy education since 2000 (MOE, 2002, p. 1), with one of its primary goals to cultivate its “citizens” abilities for independent learning, critical thinking, and problem solving” (MOE, 2002, p. 2).

臺灣，也被稱為中華民國，正處於資訊戰的最前線。這是全球霸權與地區霸權之間——如美國與中國（中華人民共和國）——的地緣政治對抗。使問題惡化的是臺灣自身的政治行動者對影響力與權力的奪取。這場對抗遍布於現實生活的各個面向，主要於社群媒體中——資訊戰的戰場——展露無遺。臺灣的教育部注意到了這些資訊的煙硝，並已努力將媒體素養引入其教育體系。據該部稱，自2000年以來，政府一直試圖推展媒體素養教育（MOE, 2002, p. 1），其主要目標之一是培養「公民獨立學習、批判性思考以及解決問題的能力。」（MOE, 2002, p. 2）。

★★★★★★★★★★★★

上述段落認為，由於個人的位置性(positionality)，「假新聞」極難定義。此外，有許多人把不符合自身成見與偏好的新聞逕斥為假新聞。這其實相當危險，因為個人觀點將會變得愈發孤立與激進。

閱聽人應意識到，他們在網路上看到的每個資訊都有特定立場。是否真有毫無立場的新聞文章？為了對抗操弄性或強制性資訊（coercive information），我們必須意識到權力於個中的作用，以及我們自身的位置性如何形塑我們的詮釋。這是我們的第一道防線。

★★★★★★★★★★★★

參考文獻

Doshi, R. (2020, January). China steps up its information war in Taiwan. Foreign Affairs. Retrieved March, 21, 2021, from https://www.foreignaffairs.com/articles/china/2020-01-09/china-steps-its-information-war-taiwan

Ennis, R. H. (1985). A logical basis for measuring critical thinking skills. Educational leadership, 43(2), 44-48.

Lazer, D. M., Baum, M. A., Benkler, Y., Berinsky, A. J., Greenhill, K. M., Menczer, F., ... & Zittrain, J. L. (2018). The science of fake news. Science, 359(6380), 1094-1096.

MOE (Ministry of Education), Taiwan. (2002). White paper on media literacy educational policy. Retrieved March, 21, 2021, from http://english.moe.gov.tw/public/Attachment/ 2122416591771.pdf

Prier, J. (2017). Commanding the trend: Social media as information warfare. Strategic Studies Quarterly: SSQ, 11(4), 50-85.

★★★★★★★★★★★★

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This is a message that I would like to share with the world.
A message from Taiwan.

Hi there, this is Vivi from Taiwan.
There’s something that I would like to share with you.

With more than 1.7 million confirmed cases and 100 thousand deaths around the world, the COVID19 pandemic outbreak has become the most challenging global health crisis of our time. This is an unprecedented time that has affected the lives of everyone in our global community, regardless of race, gender, culture, or skin colour.

At this defining moment in history, cooperation will bring upon the relief and clarity needed to triumph over a common threat facing humankind. In this fight, I, as a citizen of this global community, believe health is a fundamental human right that is inherent to all human beings. ‘Health For All, Leave No One Behind’ is a guiding principle of all health professionals, as well as a message that has resonated with us Taiwanese people through the toughest of times. In 2003, the SARS outbreak devastated my home country. Left isolated and marginalised by the WHO in the fight against SARS, we learned, through fearful uncertainty, how to tenaciously combat pandemics. But most importantly, the people of Taiwan experienced firsthand what it felt like to be left behind. Taiwan, despite just being miles off the coast of China, has effectively managed the spread of coronavirus in our country. And it is the belief that we should ‘leave no one behind’ that motivates us to play our role in the global community.

Taiwan can help, and Taiwan is helping.

In the past few weeks, the Taiwanese government has donated more than 10 million surgical masks to the United States, Europe, Southeast Asia, India, Central America and South America. Other medical supplies are also finding their way to all continents around the globe. Since the very first days of the outbreak, the Taiwanese government has devoted itself to fighting this pandemic. Through information transparency, quick response, early deployment and the effective use of big data, the functions of our society continue without interruption. To share our knowledge on COVID-19 with the world, we created virtual forums, participated by numerous countries, of our successful and internationally recognised public health policies. Our government and research centres have also teamed up with the Czech Republic, European Union and the United States in sharing tactics and technology and collaborating on the development of vaccines and rapid test kits. Finally, we have worked with different governments in analysing the economic, social and psychological impact of the epidemic and related isolation measures.

Taiwan cares, and Taiwan helps.

This virus can tear up the world, but it will not shake the foundations of humanity’s values. For a worldwide pandemic that does not discriminate based on borders and nationalities, it is crucial that we, in times of a crisis like this, stay stronger together.

Taiwan never forgets her friends from around the world.
We are part of this global team and we are in solidarity with the rest of the world.
Taiwan stands with you.


這是一個我想要傳遞給世界的訊息。
一則，來自臺灣的訊息。

嗨，今天過得好嗎？
我是來自臺灣的Vivi。讓我跟你分享一件事，好嗎？

COVID19爆發至今，已在全球造成超過一百七十萬人確診、十萬人犧牲。這次的疫情，是這個世代面臨最大的全球衛生危機。這是一場影響了全人類，不論種族、性別、文化、與膚色，我們都必須共同面對的，前所未有的挑戰。

在這個歷史性的浪尖上，並肩合作、共同抗疫，才能夠引領我們贏得這場對抗病毒的戰役。身為全球公民的一員，我始終相信「健康，是每一個人都享有的基本人權」。而「全民均健」，不只是每一個醫衛人員所堅守的價值，更是在這樣艱難的時刻中，臺灣人民付諸實行的信念。在2003年時，我們經歷了SARS的考驗，並學會了如何在前方情形未知、還被WHO排除在外的情況下，仍舊堅韌地戰勝傳染病。但最重要的是，臺灣人比誰都了解孤軍奮戰的心情。而在這次的疫情當中，臺灣即便緊鄰中國，依然有效地阻擋了疫情擴散。同時也正是「全民均健，不可遺落任何一個人」的信念，引領臺灣始終積極地在國際社會中，貢獻一己之力。

臺灣可以幫忙，我們也正在全力幫忙。

在過去幾週內，臺灣捐贈了超過一千萬個醫療口罩至美國、歐洲、東南亞、印度及中南美洲。同時，也有許多捐贈給各大洲的防疫醫療器材，正在運送與安排當中。自從疫情爆發的第一天起，我們的政府就全體動員，合力對抗傳染病。經由公開透明的疫情資訊、超前部署、快速溝通與反應、以及大數據運用等防疫策略，臺灣社會才得以繼續維持日常生活不受影響。而我們也開始舉辦線上會議，與許多國家分享我們的防疫經驗——臺灣的防疫成果，是國際有目共睹的。我們的政府與醫衛研究機構，也跟捷克、歐盟、美國合作，不僅分享防疫策略、技術，也開始共同研發疫苗與快篩。近期，我們也跟他國政府共同合作，研究此次疫情所帶來在經濟、社會與心理健康上的影響。

臺灣因為在乎，所以我們實際幫忙。

病毒或許可以分裂這個世界，但沒辦法撼動人類最根深蒂固堅守的價值。面對著這個跨越邊界、國籍的傳染病危機，這個世界必須攜手合作，共同強大。

臺灣從來沒有忘記我們全球的友邦與朋友。
我們是這個世界的一份子，也會持續跟全世界站在一起，抵禦病毒。
臺灣與你並肩。

#COVID19 #TWStandsWithU #TaiwanCanHelp #TaiwanIsHelping

—
影片製作 Video/ Vivi Lin
內容撰寫 Script/ Vivi Lin, Roy Cheng
相片版權 PC/ Ministry of Foreign Affairs (Taiwan)
（照片翻攝至外交部、Taiwan in the Netherlands、Taiwan in EU and Belgium、Taiwan in Holy See、Taiwan in Poland、AIT Facebook & Twitter，如有侵權敬請告知）
特別感謝 Special Thanks/ MOFA (Taiwan) and NEX Foundation

更多臺灣防疫成果國際分享，請見外交部專區https://bit.ly/mofacovid19

*Disclaimer: The views and opinions expressed in this video are those of the authors. 影片內容僅代表作者本身之觀點。*

Hi cuties,
So this is how I ended up spending my Valentine's day. Even though alot happened on that day, I am just glad and blessed to be able to celebrate the day with my partner in crime, my love. Everything was worth it.❤️ EVERYDAY IS A VALENTINE'S DAY SO don't forget to love your loved ones EVERY SINGLE DAY and tell them that you love them. Cheers to more years together.?
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Products breakdown:- ?????? : ???? ??????? L'Oréal makeup

Bbcream : Garneir

????????? : ??? ?????? maybelline

???????: ????? ??????? ?????????

??????? : ??????? ???? ?????-?? isabelle dupont

?????? : Nyx mineral powder

????????? ??????? : ??? ???????? La girl cosmetics

????????: super stay Red from maybelline

Disclaimer : I am NOT a makeup artist or a professional, i just love doing whatever I want with makeup ?❤️
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Say hi to me on my Social media:-

✨INSTAGRAM : @saroopdeep_roshi
?TWITTER : @roshisaroop
Facebook : Saroop Roshi

?Business enquiries :- sarooproshi@gmail.com


Love yall❤️,
Saroop Roshi


? Track Info:

Title: Target Practice by Riot
Genre and Mood: Rock + Dark

? Track Info:

Title: Up To You by GoSoundtrack
Genre and Mood: Rock + Inspirational

Up To You by GoSoundtrack http://www.gosoundtrack.com
Creative Commons — Attribution 4.0 International — CC BY 4.0
Free Download / Stream: http://bit.ly/up-to-you-gosoundtrack
Music promoted by Audio Library https://youtu.be/m366omTVplo

? Track Info:

Title: No Secrets by GoSoundtrack
Genre and Mood: Rock + Bright
No Secrets by GoSoundtrack http://www.gosoundtrack.com
Creative Commons — Attribution 4.0 International — CC BY 4.0
Free Download / Stream: http://bit.ly/no-secrets-gosoundtrack
Music promoted by Audio Library https://youtu.be/_2LxOUfvfBE
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