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

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在global perspective這個產品中，有93篇Facebook貼文，粉絲數超過6萬的網紅Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah，也在其Facebook貼文中提到， The Futurist Islam Rarely we talk about the future trends of the world from an Islamic perspective. Likewise, we rarely talk about the future of Isl...
　同時也有40部Youtube影片，追蹤數超過117的網紅JENN LEE，也在其Youtube影片中提到，🖤觀秀注意事項🖤 1. 強烈建議您配戴耳機觀賞，享受旅程 2. 若網路順暢，請將畫質調至2160p，以利最佳看秀畫質 🖤PLEASE NOTICE🖤 1. Strongly suggest! Enjoy the trip with your earphones. 2. Please watch t...

global perspective 在 Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah Facebook 的最讚貼文

Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah By Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah

2021-09-28 18:40:01 有 381 人按讚
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The Futurist Islam

Rarely we talk about the future trends of the world from an Islamic perspective.

Likewise, we rarely talk about the future of Islam from a global world view given the current and prevailing indicators and variables.

I intend to talk about analytics Islam using both big data and A.I. to chart the future of Islam.

Join us in this intellectual but trendy deliberation and forecast. You may need to register to get the link. You may also follow via my FB live.

See you then insyaAllah.

MDB

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Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah

About author
Pengerusi Eksekutif Amanie Group, Presiden IIUM ke 8, Pengerusi Majlis Penasihat Syariah Bank Negara
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global perspective 在 AMPM studio Facebook 的最佳解答

AMPM studio By AMPM studio

2021-09-19 12:00:59 有 4 人按讚
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TERROR VISION 恐怖視野 / Concept 品牌概念：

Terror Vision, the epitome of it's environment- anxiety, fear, and aggression, the current state of our global existence .

Our eyes are constantly being engaged on this battlefield of the senses from the perspective of a terror induced society. Let’s discuss it's effects to the human psyche….

These elements include : Power struggle, wars of religion, race wars, gun violence, and the influence of commercial media and control on information flow and it’s content.

恐怖視野，即環境中焦慮、恐懼 、侵略挑釁的縮影，和全球生存的當下狀態。

在這樣ㄧ個誘發恐怖行為的社會，我們經常專注於處理它所引爆的感官戰場。讓我們來談談它為人類精神上所帶來的影響…

這當中的元素包含了：權力鬥爭、宗教戰爭、種族戰爭、槍枝暴力和商業媒體的作用及其對於資訊內容的控制。

🦞台灣蝦皮賣場同步上架👉🏻 https://shopee.tw/tojoe99?smtt=0.0.9

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AMPM studio

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AMPM實體店目前結束營業 網路正常營運 購買請上我們蝦皮賣場或國際官網 謝謝！
10148 followers 10095 likes "http://www.ampmxx.com/"
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global perspective 在 貓的成長美股異想世界 Facebook 的精選貼文

貓的成長美股異想世界 By 貓的成長美股異想世界

2021-09-06 07:52:03 有 69 人按讚
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🌻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

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貓的成長美股異想世界

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旅美Cat談趨勢, 談企業經營管理, 談自己做的[美股, 人生]功課, 也談美國所見所聞. 希望我的內容能夠帶給您知識, 讓您增廣見聞, 讓您有所啟發, 甚至在財富上有成長. 也歡迎大家分享與交流.
8093 followers 7178 likes "http://makingsenseofusastocks.blogspot.com/"
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global perspective 在 JENN LEE Youtube 的最佳貼文

JENN LEE By JENN LEE

2021-09-21 19:45:11 有 13,769 人看過 有 68 人喜歡
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🖤觀秀注意事項🖤
1. 強烈建議您配戴耳機觀賞，享受旅程
2. 若網路順暢，請將畫質調至2160p，以利最佳看秀畫質

🖤PLEASE NOTICE🖤
1. Strongly suggest! Enjoy the trip with your earphones.
2. Please watch the video with 2160p to get the best quality.

—

JENN LEE 22春夏- 家人
「大人不過是長大的小孩」- 華特迪士尼

以實驗性概念延續21秋冬系列耐人尋味的「宇宙恆變」、「活在當下」之理念，以觸動人心的創作帶領觀眾進入充滿『家人之愛』的虛擬世界，探索生命與成長的根源！

一同窺探歷經懷胎十月、初為人母的設計師Jenn在不同身份、心境與情緒轉變下，如何深刻演繹情感的波動與感觸，展示母愛光輝與溫柔無限的蛻變之作！

再次攜手全球最大華語電影獎項─金馬獎特效得主「再現影像」挑戰觀眾的視覺感官，延續JENN LEE 21秋冬的虛擬星球，以第一人稱視角的遊戲感帶領觀眾走進異次元的繽紛叢林，一窺星球上的人們與家人間關於「愛」與「情感」的故事。3D方式呈現2D充滿兒童插畫感的自然世界，再將視覺藝術家JUN YAO ZOIE LIAO設計出的童趣服裝印花3D化，成為虛擬視界裡各種獵奇可愛的生物，鮮豔細緻的畫面營造強烈的視覺效果。

音樂方面與享譽國際獲獎無數的台灣實驗電子音樂創作者Meuko! Meuko!合作，以充滿愛與希望的輕快節奏營造童趣氛圍，特別收錄Marz23狂野嘶吼、白癡公主對女兒阿甜的告白、黃宣神秘低喃以及設計師Jenn與老公Dennis對於愛的詮釋，更能聽見寶寶純真的笑聲，宛如徜徉於恆變宇宙中的呢喃奏樂。

JENN LEE 22 SS- Families
“Adults are only kids grown up”- Walt Disney

This collection is a deeply personal one as it reflects the changes in designer Jenn’s own life as she starts her new life as a mother and what this new journey means to her. This is shown not only through her collection, but also through the bold yet childlike visual motifs through the film.

Award winning production company Renovatio Pictures has returned this season to create a vibrant world filled with color and life as it explores the different forms of love. JENN LEE invited local celebrities, friends and family to take part in this fashion film as it transports the audiences to a world of its own. The unique first person gaming perspective further draws the viewer into this immersive experience as you dive into each unique storyline.
Jenn Lee has worked with talented Taiwanese illustrator JUN YAO ZOIE LIA to create key symbols that reflect the inspiration of this collection. One of the key images that stands out throughout this is the drawing of the umbilical cord, a direct reference to Jenn Lee’s new journey as a mother and a physical representation of the connection between loved ones.These illustrations are animated in the film to help tell the story of the impact that connections and memories have on our lives.

As the global pandemic continues to shape the way we interact with people and we embark on new journeys, Jenn Lee has expressed herself through this collection and hopes to encourage others to not be afraid to express themselves and appreciate the connections we have around us.

Meuko! Meuko! provides the soundtrack to this film and is mixed with different voices from the characters in the film.

--

🖤JENN LEE Team 🖤

李維錚 Wei Chen Lee
劉芸庭 Yun Ting Liu
林昕穎 Xin Ying Lin
吳霈萱 Pei Xuan Wu
毛紫函 Tzu Han Mao
周采丰 Tsai Feng Chou
盧蘊睿 Yun Rui Lu
楊詠茹 Yung Ju Yang
葉重佑 Chung Yu Yeh
何絜霓 Chieh Ni Ho
葉芮妤 Rui Yu Yeh
任宸漢 Chen Han Jen
李俐穎 Li Ying Lee

—

🖤視覺特效製作🖤

再現影像製作股份有限公司
Visual Effects By Renovatio Pictures

視覺特效總監 郭憲聰
Visual Effects Supervisor Tomi Kuo

特效製片 黃棨雋
VFX Producer Peter Huang

CG 數位視覺設計師 吳怡萱
CG Digital Artist Ella Wu

去背遮罩師 陳姵均
Roto Artist Hulk Chen

概念美術設計師 吳怡萱
Concept Design Ella Wu

行政企劃 呂旻穎
Administration Moira Lu

--

🖤Families🖤

黃宣 YELLOW
黃榮勇 Pawan
陳艾美 Amy Chen
阿夜 Marz23
阿娥姐 Monica
白癡公主 87 Princess
阿甜 A Tian
百勒絲 Fairy Pai
雷門 Raven
呀比 Yabi
張維宸 Way Mask
張䕒尹 Mini
李繼堯 Yolanda
王淑緞 Shu Duan Wang
程琪 Kare Chen
樂高 Lego
程舒唯 Edie 艾迪
費俊偉 Dennis Fei
李維錚 Wei Chen Lee
費維 Wei Baby
臭咪 Stinkymimimi

--

🖤Illustration Design and graphic design🖤
廖俊堯 JUN YAO ZOIE LIAO

--

🖤Photographer 🖤
費俊偉 Dennis Fei

--

🖤Sponsors 🖤
文化部
KCC 墾青集團
DENNIS FEI

--

🖤Music 🖤
Meuko! Meuko!

🖤Intro music🖤
庫巧兔 Cloudy Ku - Hermitage Bliss


© all rights reserved

--

JENN LEE Facebook：https://www.facebook.com/official.JENNLEE/

JENN LEE Instagram： https://www.instagram.com/jennlee_off...

JENN LEE Website：http://www.jennleestudio.com

PR Contact (Taiwan)： ellenliujennlee@gmail.com

PR Contact (UK) ：roxannechen@dyelog.co.uk

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JENN LEE

About author
Independent artisanal womenswear label www.jennleestudio.com www.jennleeshop.com [email protected]
117 subscribers 4180 viewes
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global perspective 在 Dan Lok Youtube 的最佳解答

Dan Lok By Dan Lok

2020-01-18 21:00:01 有 55,960 人看過 有 2,000 人喜歡
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Do You Think Life Insurance A Good Investment? This Video Will Give You Dan’s No-B.S. Perspective… If You Want To Know The Best High-Income Skills To Develop, Take Dan’s FREE Quiz Here: http://lifeinsurance.danlok.link

Should you invest in life insurance? In today’s video, Dan Lok will be sharing his perspective on whether or not life insurance is a good investment or not. It’s a complex investment and Dan Lok always recommends you consult with a professional to get the best advice for your current and future situation. However, here’s Dan’s perspective on life insurance.

? SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ?
https://www.youtube.com/danlok?sub_confirmation=1

Check out these Top Trending Playlists -
1.) Boss In The Bentley - https://www.youtube.com/playlist?list=PLEmTTOfet46OWsrbWGPnPW8mvDtjge_6-

2.) Sales Tips That Get People To Buy - https://www.youtube.com/watch?v=E6Csz_hvXzw&list=PLEmTTOfet46PvAsPpWByNgUWZ5dLJd_I4

3.) Dan Lok’s Best Secrets - https://www.youtube.com/watch?v=FZNmFJUuTRs&list=PLEmTTOfet46N3NIYsBQ9wku8UBNhtT9QQ

Dan Lok is a Chinese-Canadian business magnate and global educator known for being the founder and chairman of Closers.com - the world’s #1 virtual-closers network, Copywriters.com, and SalesCalls.com. Beyond his businesses, Mr. Lok has led several global movements to redefine modern education where he has taught individuals from 150+ countries to develop high income skills and financial confidence.

Beyond his success in business, he was also a two time TEDx opening speaker. An international best-selling author of 12+ books. A member of Young Presidents Organization (YPO) - a private group of global chief executives whose companies employ 22 million people and generate 9-trillion USD in annual revenues. He also hosts The Dan Lok Show - a series on elite business tycoons and world-leading entrepreneurs.

Today, Mr. Lok continues to be featured in thousands of media channels and publications every year and is widely seen as one of the top business leaders by millions around the world.

If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.

★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
YouTube: http://youtube.danlok.link
Dan Lok Blog: http://blog.danlok.link
Facebook: http://facebook.danlok.link
Instagram: http://instagram.danlok.link
Linkedin: http://mylinkedin.danlok.link
Podcast: http://thedanlokshow.danlok.link

#DanLok #LifeInsurance #Investment

Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).

He’s been in business for over 20 years and his results are not typical.

Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.

Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.

Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.

This video is about Is Life Insurance A Good Investment?
https://youtu.be/-8XvXqDnitk
https://youtu.be/-8XvXqDnitk

post-title
Dan Lok

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global perspective 在 Shiney Youtube 的最佳解答

Shiney By Shiney

2020-01-16 20:03:06 有 2,445 人看過 有 122 人喜歡
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Days Gone พากย์ไทย แปลไทย

Days Gone is an action-adventure survival horror game set in a post-apocalyptic open world, played from a third-person perspective. The player controls Deacon St. John (Sam Witwer), a former outlaw-turned-drifter and bounty hunter who prefers life on the road to wilderness encampments. The game takes place two years after a global pandemic occurred which killed almost all of humanity, and transformed millions of others into "Freakers", mindless nocturnal zombie-like creatures that are quickly evolving. In the E3 2016 stage demo, two types of "Freakers" were revealed, Newts and Hordes. In the E3 2017 stage demo, infected animals such as bears and wolves were revealed to also comprise the "Freakers", and human enemies are revealed to be featured in the game as well.

The player can complete objectives in multiple ways, such as by using stealth or long and short ranged weapons. A dynamic weather system and day-night cycle will also feature, making "Freakers" weak and slow by day but fast and strong by night. Deacon's main transportation vehicle is a motorcycle that can be modified with parts to enhance its speed, durability or maneuverability, among other parameters. The player is able to craft new items to improve combat efficiency.

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