去年的崩盤與融斷, 感覺就像才發生過一樣, 沒想到已經一年了. 時間真的過的很快. 希望大家一切都好.
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/03/blog-post_17.html
🌻Docusign (DOCU), Crowdstrike (CRWD)財報結果
當初研究這兩家公司, 是把公司的年報看過一遍, 再把公司上市後所發表的財報結果全部看了一遍(doubt if I will do this again). 這樣的舖天蓋地有好有壞: 壞處當然就是很花時間, 但好處就是徹頭徹尾研究過一遍後, 之後就只要看看財報結果就好了, 也比較知道高層的想法. 而每季財報看下來, 其實會發現很多資訊都是重複的. 以後可能慢慢變成用聽的就好了.
(P.S. 大公司(道瓊股這些)其實不太需要做甚麼研究. 時間跟精力比較值得放在陌生or較小型的公司.)
而研究CRWD的時候, 其實也挺怕, 畢竟資安股不是我熟悉的領域. 但有感於資安越來越重要, 所以覺得一定要有突破. 當時也換了一種分析方式來做研究(不專注在科技上, 而是專注在商業模式, 管理層, 還有競爭環境上), 算是實驗性質. 也有懂資安的股友協助. 結果還算令人滿意.
Anyway. 這兩家公司的護城河都算是起來了, 未來應該不會有甚麼大問題出現. 只是目前正值類股輪動時期, 大家就有耐心點. 供參.
如果會擔心公司股價漲不回來, 可以去注意公司的現金流狀態, 或是換到價值股。供參。
https://news.cnyes.com/news/id/461235
DOCU官方財報結果新聞稿:
https://investor.docusign.com/investors/press-releases/press-release-details/2021/DocuSign-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Financial-Results/default.aspx
CRWD官方財報結果新聞稿:
https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2021
🌻了解"文化", 在研究消費性產品, 是很重要的一環. 這也是各地(亞洲, 或是美國)的投資人, 有在那邊的地利之便, 各有其優勢所在.
下面兩段文章, 分別是投資經理人, 對於韓國電商Coupang(CPNG)以及拉丁美洲電商MercadoLibre(MELI), 在當地文化上所做的質化分析:
#CPNG
There’s a pattern here: Homegrown startups in the world’s hottest industry are beating the pants off global giant Amazon.com (AMZN) and Chinese heavyweight Alibaba Group Holding (BABA). Cultural knowledge is prevailing over scale, and Coupang (CPNG) offers some lessons on why. Its next-level delivery network—order before midnight, get it early the next morning—is adapted for a nation of dense population and small refrigerators. “Customers get hooked on ordering a carton of milk or tube of toothpaste,” says Yoojeong Oh, investment director for Korea at Aberdeen Standard Investments.
#MELI
Mercado has distinct advantages over comparable e-commerce players. First, e-commerce penetration in Latin America is a fraction of that in the U.S., roughly around 3%, Gautrey says. Mercado also has built out its warehouse, trucking, and delivery infrastructure—much like Amazon.com (AMZN), but with one key distinction. “Particularly when you go into emerging markets, relying on the nationalized postal infrastructure can mean a delivery takes several days to arrive,” Gautrey says. “Building out your own logistics infrastructure can dramatically improve the consumer experience. And then having that infrastructure also acts as a barrier to entry for [competitors].” The stock is up 178% in the past year, yet Gautrey thinks the market continues to underestimate its potential.
Source: Barron's
圖片: Happy St. Patrick's Day. 美國一年一度的聖派屈克節, 在今天(美國03/17); Barron's去年本周的封面.
圖片來源:
https://www.zazzle.com/happy_st_patricks_day_talking_cat_in_face_mask_holiday_card-256515595609283035?rf
同時也有3部Youtube影片,追蹤數超過2萬的網紅賓狗單字Bingo Bilingual,也在其Youtube影片中提到,第一個單字是 extramarital affair、e-x-t-r-a-m-a-r-i-t-a-l 空格 a-f-f-a-i-r、 extramarital affair 婚外情,例句是:Adultery decriminalization does not mean that people ar...
「population mean」的推薦目錄:
- 關於population mean 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於population mean 在 Apple Daily - English Edition Facebook 的精選貼文
- 關於population mean 在 TrendForce Facebook 的最讚貼文
- 關於population mean 在 賓狗單字Bingo Bilingual Youtube 的最讚貼文
- 關於population mean 在 賓狗單字Bingo Bilingual Youtube 的最讚貼文
- 關於population mean 在 Ray Mak Youtube 的最佳解答
- 關於population mean 在 Sample Mean and Population Mean - Statistics - YouTube 的評價
- 關於population mean 在 7.1 Large Sample Estimation of a Population Mean 的評價
- 關於population mean 在 Is the Confidence Interval for a population mean or sample ... 的評價
population mean 在 Apple Daily - English Edition Facebook 的精選貼文
#Opinion by Alex Price|"Historically leaders who encourage or demand fervent patriotism turn out to be rather unpleasant... Encouraging patriotism encourages nationalism, and nationalism isn’t good."
Read more: https://bit.ly/3qSko6w
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population mean 在 TrendForce Facebook 的最讚貼文
India’s vast population and recent political tensions with China would seemingly mean more room for growth in the country for non-Chinese #smartphone brands, such as #Samsung and #Apple, as Chinese brands face hurdles there. #TrendForce believes the matter to be more complicated.
population mean 在 賓狗單字Bingo Bilingual Youtube 的最讚貼文
第一個單字是 extramarital affair、e-x-t-r-a-m-a-r-i-t-a-l 空格 a-f-f-a-i-r、 extramarital affair 婚外情,例句是:Adultery decriminalization does not mean that people are encouraged to have extramarital affairs.
通姦除罪化,以後要告,用民法吧!很多人聽到通姦除罪化,嚇瘋,覺得全台灣都要瘋狂搞婚外情了!遇到這種嚇壞的人,記得輕聲跟他說:「親愛的,我們還有民法啊~」 婚外情就是 extramarital affair。
https://focustaiwan.tw/society/202005290021
第二個單字是 signal、s-i-g-n-a-l、signal 表示,例句是:Trump signals US exit from the WHO.
美國是 WHO 的最大金主,結果「真心換絕情」,WHO 跟中國兩相好,所以說,川普十分北宋,要退出 WHO!川普「表示」美國將退出組織,這個「表示」就是 signal。
https://www.bbc.com/news/world-us-canada-52862588
第三個單字是 pertain to、p-e-r-t-a-i-n 空格 t-o、pertain to 直接相關,例句是:These actions pertain to the troubling situations in Hong Kong.
中國強推香港國安法,美國要取消香港的「特殊待遇」。
你想想,國安法一通過,香港完完全全就是中國的一部分。跟香港相處,就是跟中國互動,必須小心謹慎。所以,美國覺得,要提高香港關稅、增加旅遊限制等等。美國這些措施,跟國安法直接相關,而直接相關就是 pertain to。
https://www.whitehouse.gov/briefings-statements/remarks-president-trump-actions-china/
第四個單字是 soil、s-o-i-l、soil 國土,例句是:For the first time in history, NASA astronauts have launched from American soil in a commercially built and operated American crew spacecraft.
美國太空總署第一次跟民營企業合作,把太空人送上外太空~而且還是在美國國土上發射火箭喔!美國過去幾年發射火箭,其實非常依賴俄羅斯,很意外吧!所以,這次的成功,代表美國可以獨立一點了,靠自己在國土上發射火箭,國土就是 soil。
https://www.nasa.gov/press-release/nasa-astronauts-launch-from-america-in-historic-test-flight-of-spacex-crew-dragon
最後一個單字是 in all likelihood、i-n 空格 a-l-l 空格 l-i-k-e-l-i-h-o-o-d、in all likelihood,很有可能,例句是:In all likelihood, New Zealand‘s population has reached 5 million because of the pandemic.
紐西蘭人口增加到 5 百萬,「很有可能」是因為,他們的防疫好成績哦!紐西蘭現在很安全嘛,沒什麼病毒,很多國民就逃回紐西蘭避難,還有啊,待在紐西蘭的外國人,也不會想乾淨安全的紐西蘭,人口就這樣增加了。「很有可能」,就是 in all likelihood。
https://www.smh.com.au/world/oceania/pandemic-seen-pushing-new-zealand-population-up-to-five-million-20200518-p54tyj.html
簡單複習:extramartial affair 婚外情、signal 表示、pertain to 直接相關、soil 國土、in all likelihood 很有可能。
恭喜你!今天學了 5 個新單字,還聽了 5 則國際大事!如果喜歡我們的 podcast,希望你可以訂閱,然後為我們留 5 顆星的評價。如果有什麼意見,歡迎留言,也可以到 IG 搜尋賓狗單字,私訊我聊聊喔~謝謝收聽,下次通勤見 ❤️
population mean 在 賓狗單字Bingo Bilingual Youtube 的最讚貼文
【Parental leave 育嬰假】
Japan's environment minister is taking parental leave to take care of his newborn son.
日本環境大臣喜獲麟兒,正在放育嬰假
【Belarus 白羅斯】
While Bela does mean white, Rus does not refer to Russia.
(雖然 Bela 確實是「白色」的意思,但 Rus 指的不是「俄羅斯」。)
【repel 驅逐】
Beijing repels the middle class to make room for the high-end population.
(北京為了騰出空間給高端人口,開始驅逐中產階級。)
【2019-nCoV 武漢肺炎】
Wash your hands frequently with soap and wear a surgical mask to prevent the transmission of 2019-nCoV.
(戴口罩和勤用肥皂洗手,避免散播新型冠狀病毒。)
【HRH(His/Her Royal Highness)英國王室頭銜】
Prince Harry and Meghan will no longer use their HRH titles.
(哈利王子和梅根不會再繼續使用「殿下」的頭銜。)
population mean 在 Ray Mak Youtube 的最佳解答
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Merry Christmas =) Upon very high request....
Original Soundtrack by PewDiePie and Party In Backyard
https://www.youtube.com/watch?v=6Dh-RL__uN4
"Bitch Lasagna (T-Series Diss Track)"
I don't like you T-Series
Nothing personal, kid
But I must go all out
Just this once
Bobs or vegana, whichever will it be?
Sit the fuck down T-Series
I'm here to spill the real tea
You tryna dethrone me from spot on number one
But you India, you lose so best think you haven't won
When I'm through with you we're gonna be completely fucking done
'Cause we only just begun
I review you
Zero
Bye, bitch, gone
So come on T-Series
Looking hungry for some drama
Here let me serve your bitch lasagna
Bitch, lasagna
Bitch, lasagna
T-Series ain't nothing but a bitch, lasagna
Bitch, lasagna
Bitch, lasagna
Look at T-Series they just crying for their momma
Bitch, lasagna
Bitch, lasagna
T-Series ain't nothing but a bitch, lasagna
Bitch, lasagna
Bitch, lasagna
T-Series just wet themselves in their pajamas
So who the hell is Bob, and why you wanna kiss him? (ew)
I'm a blue eyes white dragon, while you're just dark magician (oof)
You got a fifth of the population in your nation but
I got nine year olds of worlds so hold your defecation (oops)
Motu Patlu, what the fuck is that even supposed to mean?
Your language sounds like it come from a mumble rap community
No papa, no papa, yes papa, Johnny
Now down all of this sugar and let's throw this fucking party with some-
Bitch, lasagna
Bitch, lasagna
Look at T-Series they just crying for their momma
Bitch, lasagna
Bitch, lasagna
T-Series ain't nothing but a bitch, lasagna
Bitch, lasagna
Bitch, lasagna
Look at T-Series they just wet in their pajamas
Bitch, lasagna
Bitch, lasagna
T-Series ain't nothing but a bitch, lasagna
You got a population of 1.32 billion
But most your videos can't seem to hit even a million
Sub-bot!
population mean 在 7.1 Large Sample Estimation of a Population Mean 的推薦與評價
To become familiar with the concept of an interval estimate of the population mean. To understand how to apply formulas for a confidence interval for a ... ... <看更多>
population mean 在 Is the Confidence Interval for a population mean or sample ... 的推薦與評價
The population mean value cannot be used in computing a confidence interval for itself. It is unknown, and, if known, what would be the point? ... <看更多>
population mean 在 Sample Mean and Population Mean - Statistics - YouTube 的推薦與評價
... <看更多>