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重溫今天早上 Bloomberg TV Live - Bloomberg Daybreak Asia 訪問
https://www.bloomberg.com/news/videos/2021-08-05/headwinds-for-china-will-persist-for-a-while-ample-capital-video
#英Sir #黃國英 #Bloomberg #DaybreakAsia
【國立臺灣大學109學年度畢業典禮 致詞代表 政治學系林語萱】
Student Address, National Taiwan University Commencement 2021
Yu-Hsuan Lin from the Department of Political Science
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校長、師長、家長，和在螢幕前難以置信這就是我們的畢典，卻也真實面對的所有臺大畢業生，大家好，我是政治學系四年級的林語萱。
比起說著我們會鵬程萬里、前程似錦，今天，我更想邀請各位一同擔任NTU Sweety Course的貢獻者，整理出綜合過去四年，且能帶著走出校園的三個成長學分：勇氣、彈性和自己。
大二上，我休了學，在零下三十幾度的低溫、強颱般的逆風和看不見天際線的白色大地中，越野滑雪了半個多月，只為了跟著亞洲第一支南極長征隊伍，在世界的盡頭，找到那個能夠超越極限的自己。參與這個計畫，或許是大多人眼中的不正常，然而它卻成為了我人生中最有收穫的選擇之一。相信在臺大這個充滿可能性的校園裡，許多人心中，也有這麼一個想征服的南極，它可能不怎麼正常，也不怎麼容易，但別忘了帶著勇氣這個學分去做、去闖你認爲是對的事物。
再來，還有個學分，叫做彈性。還記得那些腳踏車被水源阿伯給拖吊，只好改成走路或騎Ubike2.0的日常嗎？我們在一次又一次的校內小組合作、校外的家教實習中，反覆上著適應不同情況的實驗課，而疫情又加重了它的loading，原本以為上一屆已經夠慘，沒想到這一屆竟然還更糟的情況下，我們滾動式的調整上課的樣貌，努力用NTU Cool的1.5倍速上課。在唯一不變就是變的這個世間常態中，臺大教會了我們保持彈性的生存之道。
最後，最最重要的學分，是我們自己，沒錯，就是在螢幕前的每一個你你你。從大一忙碌於轉系和雙主修的菜鳥，變成焦慮著左右張望他人下一步的大四老人，我們總汲汲營營的害怕落後別人，擔心無法成為自己心中想成為的樣子，但當回過頭，騎過幾千次椰林大道後的我們，其實早已不是從前那個自己了。所以未來，當外界的環境，督促和逼迫著我們精益求精，好還要更好時，記得回到內心，聽聽它的聲音，由它來告訴我們：你不必成為誰，你只需要相信自己。
除了勇氣、彈性和自己這三個學分外，還有一張加簽單也別忘記，是一路陪伴我們的家人和師長，一個人的任性，需要很多人的愛才能夠成全，謝謝你們在成長路上的陪伴和鼓勵，我們才能夠放肆的任性。
最後的最後，我想起了一戰後的西班牙大流感，它帶走的生命比戰爭還多，但在時間洪流下也終究有結束的一天。誰知道一百多年後的今天，我們也被迫參與了歷史的進程。也許未來看似困難重重，但卡繆在瘟疫裡提醒了我們：「惟有甘願在困難的堅實土壤中去生根立足，才能夠獲得果實。」今天後的明日，我們將在不同的土壤中勇敢挑戰、彈性應對和相信自己，且帶著滿滿的愛去生根立足，為自己、為我們所身處的社會，產出最甜美的果實。準備好了嗎？讓我們一起推動歷史的進程吧！臺大109屆的畢業生們，畢業快樂，或許現在的我們無法面對面相聚，but I’ll see you down the road！謝謝大家。
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President Kuan, respected faculty, honored guests and family, and to my fellow NTU graduates who would never have imagined our commencement hosted in this way but still making the best of it, good morning. I am YU-HSUAN LIN, from Department of Political Science.
Rather than wishing the best and the brightest futures to us all, today, I want to urge each and every one of you to join in and contribute to NTU Sweety Course, and put together three amongst the most important credits from these past four years. They are courage, elasticity, and ourselves.
I took a temporary leave in my sophomore year. At minus 30 degrees Celsius, with howling headwinds and blizzards all over the sky, I did cross-country skiing for more than half a month, to challenge myself beyond the limit at the very end of the world. My Antarctic venture may seem absurd to many, but it was one of the most rewarding things I’ve ever done in my life. At NTU, a campus of endless possibilities, we all have a South Pole in our hearts, an undoubtedly challenging and perhaps laughable goal we yearn to achieve. But do not forget the credit of courage we have gained from these past years, and choose whatever it is that you believe is right.
The next credit, is adaptability. Do you remember the days when our bikes being towed and having to walk or take Ubike 2.0 to class? We learned to adapt through group projects in the classes and private tutoring off-campus, and the ongoing pandemic has added extra loading to our everyday challenges. We thought the previous year was bad, but this year is even worse. We adjust the way we took courses on a rolling basis, trying to catch up from NTU COOL at 1.5x speed. The only thing that doesn't change is change itself. NTU taught us how to adapt to survive.
Last but not least, and arguably the most important credit, is ourselves. That’s right, It’s each and every one of you behind the screens. From a first-year newbie busy planning your double major or transfer, to a senior wandering around anxiously as our peers taking next steps, we work hard painstakingly in fear of falling behind of other, and wonder if we can become the person we want to be. But looking back, after countless rides along the Royal Palm Boulevard, our old selves have already long gone. So, in the future, when the outside world is constantly pushing us to make the best even better and to reach beyond limits, remember to listen to that little voice inside of you. Listen to it as it tells you, there isn’t a certain or definite role you must fulfill, all you need is to have faith in yourself.
Besides the three credits I just mentioned, don’t forget the Petition for Adding Course: our families and professors who accompanied us along our journeys. It requires loves from many to accomplish caprice of one. Thank you for your company and encouragement along the way to allow us to be self-willed boldly.
Lastly, the Spanish flu outbreak after WWI came to my mind recently. It took even more lives than the battle fields. However, it too, eventually ended as time went by. Who knew that after a hundred years, we would also be a part of a similar history? It seems that adversities are awaiting us, but Albert Camus had already reminded us in La Peste “Like wandering shadows that could have acquired substance only by consenting to root themselves in the solid earth of their distress.” When tomorrow comes, in different corners on the Earth, we shall challenge, respond adaptively, and believe in ourselves. With each step that we take, we take with all the love there is within us. Let us contribute to ourselves and to our society, and may our efforts bear the sweetest fruits. Are you ready? Let’s push history forward! Hats off to all NTU graduates of 2021! Although we are unable to celebrate face to face now, I’ll see you down the road! Thank you all!
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詳見：
https://www.facebook.com/NTUCommencement/posts/2718181071805650
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#臺灣大學 #畢業典禮 #NTUCommencement2021 #學生致詞代表 #臺大政治學系 #林語萱
🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
สองอาทิตย์มานี้มาคุมากก เรื่องญี่ปุ่น และ เกาหลี เพราะทางญี่ปุ่นทุบปัง! ออกกฏหมาย ปลดเกาหลีใต้ออกจาก whitelist ในการส่งสารเคมี ส่วนประกอบเพื่อมาผลิตอุปกรณ์อิเล็คโทรนิคต่างๆ แล้วงี้จะทำไง ซัมซุง แอลจี พี่จะรอดหรือเปล่า ส่วนทางเกาหลีเองนั้นจะทำยังไงต่อไป เรื่องราวจริงๆเกิดจากอะไร มาฟัง #gimmeเรื่องเล่า เล่าให้ฟังกันครับ
photo credit : Reuters , AP photo , Pixabay
ขอบคุณข้อมูลต่างๆจาก :
ThairathTV | https://youtu.be/lvZmMkfj0pE
กรุงเทพธุรกิต | https://www.bangkokbiznews.com/blog/detail/646846
ดรอยด์แซนส์ | https://droidsans.com/japans-export-control-on-south-korea-puts-chipmakers-through-risks/
Reuters | https://www.reuters.com/article/us-southkorea-japan-laborers-analysis/supply-chain-pain-south-korea-chipmakers-and-their-suppliers-seek-to-bypass-tokyo-curbs-idUSKCN1U31GS
Nikkei Asian | https://asia.nikkei.com/Business/Companies/Samsung-faces-growing-headwinds-as-Japan-s-export-controls-kick-in
Japan Today | https://japantoday.com/category/politics/japan-curbs-technology-exports-to-s.-korea
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