🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
retention period 在 Facebook 的精選貼文
Link: https://bit.ly/3eB8sC8
Recently, cooking becomes part of my hobby now especially when I feel like cooking at home is way better than risking myself of going outdoor frequently.
My overall cooking experience has been elevated when I started to use my latest kitchen collection, the AEON BiG Gorme Stainless Steel Knife.
I didn't know how good it is until I personally experienced it myself and I am truly satisfied as I spend less effort now in the kitchen. The collection comes with such qualities:
👉 Ergonomically designed with the right weight for comfort and secure grip during food preparation
👉 Made of High Carbon 3CR13 Stainless Steel
👉 Resistance to corrosion with Strong and Durable for long term use.
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👉 Integrated handle, bolsters & blade keep hygiene issues at bay.
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retention period 在 CheckCheckCin Facebook 的最讚貼文
【拒絕顯老】頸紋是曝露真實年齡的破綻
⭐不想靠樽領衫遮頸紋
⭐趁年輕時勤力保養
#星期一踢走BlueMonday
預防顯老頸紋
頸部皮膚薄,皮脂腺相對少所以保水力較弱,加上終日低頭看電話,缺乏保養下頸紋就出現了!頸紋分橫紋和直紋,橫紋被稱為「年輪」,看樹的年輪可以看出樹齡,而頸的「年輪」就因為老化、肥胖、常低頭、坐姿差等原因而造成;直紋被稱為「火雞紋」,因為皮膚衰老鬆弛而造成。頸紋一旦形成就很難完全消除,所以預防勝於治療,以下給你一些頸部保養小貼士。
1. 防曬
別小看無處不在的紫外線,它會令皮膚提早老化,下次用防曬霜時勿忘塗抹頸部。
2. 護膚
皮膚一旦缺水就容易老化,平日護理臉部時就把護膚品順手抹一抹頸部吧!
3. 穴位按摩
塗抹護膚品時順道給頸部來個按摩,從天突穴(胸骨上窩中央)開始往上推至廉泉穴(頸前正中線喉結正上方),由下向上輕推,旁邊由鎖骨向上推至耳背, 促進 氣血運行有助預防皺紋出現。
4. 換姿勢
如果固定一個姿勢太久便容易產生皺紋,例如低頭玩電話、習慣 傾向一側睡 ,最好不時轉換姿勢。
5. 臟腑調理
中醫理論認為臟腑功能失調就容易令皮膚乾燥,皺紋提早出現,所以要注意臟腑健康,可從每日一杯米水開始健脾養胃。
✔️CheckCheckCin 米水推介:朝米水
材料:紅米、薏米、白米
功效:去水腫、消胃脹、改善面黃
備註:懷孕期間不宜飲用。
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Prevent neck wrinkles
The skin on our neck is quite thin, and it has fewer skin appendages like sebaceous glands. Hence, it could not effectively retain moisture in the neck region. Besides, the habit of tilting down our heads to look at our phones could also lead to neck wrinkles if we do not take care of it!
There are horizontal and vertical neck creases. Horizontal neck creases are also known as the ‘growth ring’, which is a reference to the scientific method of dating tree rings to the exact year they are formed. The causes are mainly aging, obesity, tilting the head downwards, and bad sitting posture.
Vertical creases are also referred to the ‘turkey neck’, which is caused by sagging skin. It is very difficult to get rid of these wrinkles once they are formed, hence, it is better to prevent it in advance. Here are some tips for you to take care of your neck.
1. Apply sunscreen
Do not underestimate the power of UV ray as it can cause the skin to age faster. Do not forget to apply sunscreen on your neck.
2. Take care of the skin
The skin will age fast if it lacks moisture, so apply some facial cream on your neck too!
3. Massage the acupoints
After applying skincare products on your neck, give it a massage. Start by massaging the ‘Tian Tu’ acupoint (the middle of the suprasternal fossa) and move up to ‘Lian Quan’ acupoint (the centre of the neck and above the Adam’s apple). Gently massage upwards. Then, massage from the collarbone all the way up to the back of the ears as this can improve the circulation of the qi and the blood to prevent wrinkles from forming.
4. Adjust posture regularly
It is easy for wrinkles to develop if we remain in the same posture for a long period, for instance, tilting our heads downwards when playing with our phones and sleeping on one side. It is best for us to adjust our posture regularly.
5. Take care of the internal organs
Chinese Medicine believes that our skin would dehydrate if the internal organs failed to perform optimally, hence contributing to the formation of wrinkles. We need to take care of the health of our internal organs, and drink a cup of rice water a day to strengthen the spleen and nourish the stomach.
✔ Recommendation: Dawn Rice Water
Ingredients: Red Rice, Coix Seed, White Rice
Effects: Reduce water retention, relieve abdominal bloating, improve yellowish complexion
Note: Not suitable for pregnant women.
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Comment below or like 👍🏻 this post to support us. ❤️ Follow us for more healthy living tips.
#男 #女
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