🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
同時也有74部Youtube影片,追蹤數超過66萬的網紅げんじ/Genji,也在其Youtube影片中提到,<目次> 0:00 オープニング 2:37 2021年秋冬を一言でまとめると 3:29 デニムの流れが来る 6:24 アウトドアのデイリーユース化 8:13 2021年秋冬に流行る色 9:10 エンディング <2021年秋冬のトレンド解説> ■ 海外コレクション編 https://www.yout...
snow brand 在 Facebook 的精選貼文
#toynews UPDATED #onTOYSREVIL: https://bit.ly/3ipHj8U
#FoolsParadise's "SNOW FICTION" has since for pre-orders on doublefools.blogspot.com, with the set coming complete with a "bed", Snow in a cat/pant-suit (Good choice, @foolsparadisetoys), and a spread of accessories which included an red apple bitten-in, to tie back to the #SnowWhite-lore! NICE!
Head to the blogpost-linked for further info (as well featured on #POPCORNX: https://bit.ly/3ctYAKo ~ becoz, #PulpFiction, c'mon) ... and check out this slideshow video I made watchable on #YouTube: https://youtu.be/g2c-hHJlyws (*LIKE & SUBSCRIBE, thanks!)
#designertoy
I Do Not Sell This
#toyblog #toysblog #toysrevilblog #toysrevil
https://youtu.be/g2c-hHJlyws
snow brand 在 OUTDOOR MAN Facebook 的最讚貼文
Snow Peak Home & Camp Burner
-
Snow Peak
https://outdoorman.co/brand/snow-peak
線上刷卡 / 超商取貨付款 / 台南門市
-
這台卡式瓦斯爐上市應該也有一年多的時間,
除了是露營用品它更出圈成為了人們口中的美型廚具,
創新且深具美感的設計為這項單品攬獲了不少的使用者。
而時不時容易缺貨的它讓我們在這疫情期間,
趕緊來跟大家通知一下,我們找到了一些庫存,
喜歡它的朋友趕緊佔為己有,
也趁機舒緩一下在家裡壓抑的情緒。
#卡式瓦斯爐
-
info
營業時間:12:30-21:30
|| Tainan
「Add」台南市東區中華東路三段125號
「Tel」+886-6-289-0728
|| Taichung
「Add」台中市西區向上路一段79巷80弄10號
「Tel」+886-4-2301-9152
「mail」customer@outdoorman.co
「網路商店」https://outdoorman.co/
「instagram」https://www.instagram.com/outdoorman.co/
snow brand 在 げんじ/Genji Youtube 的最佳解答
<目次>
0:00 オープニング
2:37 2021年秋冬を一言でまとめると
3:29 デニムの流れが来る
6:24 アウトドアのデイリーユース化
8:13 2021年秋冬に流行る色
9:10 エンディング
<2021年秋冬のトレンド解説>
■ 海外コレクション編
https://www.youtube.com/watch?v=hh38CCxs4SA
■ 日本市場のマスアイテム編
https://www.youtube.com/watch?v=suICYkYg0F4
■ 日本市場ファッション 中級編・上級編
https://www.youtube.com/watch?v=FCRi6jvvAl8
<お知らせ>
動画内で着用しているLIDNMの青いTシャツ(HARD TWISTED STITCH-T)が「順次発送」に切り替わりました🪡!
ぜひ気になっていた方は下のサイトから購入してみてください!
■ LIDNM - HARD TWISTED STITCH-T
¥6,930 BLUE Mサイズ着用 ※順次発送中!!
https://lidnm-store.com/products/detail.php?product_id=172&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210716HARDTWISTEDSTITCH-T
こちらの動画で詳しく解説してます!ぜひ再度チェックしてみてください!
https://www.youtube.com/watch?v=38G30JrNNac
<着用アイテム>
Outer
■ LIDNM - VAJIRA COMBAT JACKET
¥14,300 GRAY Mサイズ着用
※LAUNCHING 7.24 SAT 10PM
https://lidnm-store.com/products/detail.php?product_id=182&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210716VAJIRACOMBATJACKET
Inner
■ LIDNM - HARD TWISTED STITCH-T
¥6,930 BLUE Mサイズ着用 ※順次発送中!!
https://lidnm-store.com/products/detail.php?product_id=172&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210716HARDTWISTEDSTITCH-T
Accessory
■ LIDNM - SILVER HOOP PIERCE
¥3,850 ※順次発送中
https://lidnm-store.com/products/detail.php?product_id=62&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210715SILVERHOOPPIERCE
ーーーーーーーーーーーーー
LIDNMの公式サイトはこちらから!!
https://lidnm-store.com/?utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTubedefaulttop
ZOZO限定プチプラブランドWYM(ウィム)はこちらから!!
https://zozo.jp/brand/wymlidnm/
ーーーーーーーーーーーーー
《Instagram》
https://www.instagram.com/genji_official_/
《げんじのコーデはこちら!》
https://lidnm-store.com/contents/coordinate_list.php?utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTubegenjicode
《お世話になってる美容師さんはこちら!》
https://www.instagram.com/signal8756/?hl=ja
ーーーーーーーーーーーーー
《🌏🌏🌏絶対1度は見てほしい動画🌏🌏🌏》
★『メンズファッションの黄金バランスを公開します。最強コーディネート術です。』
→https://www.youtube.com/watch?v=HZ2kLtpjmxE
★『【超重要】知らないと危険なファッションの一面とは!?』
→https://www.youtube.com/watch?v=Bpq41NzD0Bs
ーーーーーーーーーーーーー
<プロフィール>
毎日ファッションについてのコンテンツを色んなSNSで投稿してるげんじです!
一人でも多くの方にファッションの魅力を知って頂き”日本中をお洒落にする”と本気で思っています🔥🔥🔥!
このチャンネルでは”最新のGU、UNIQLOの情報”や“誰でも一瞬でお洒落になれる方法”などメンズファッションに関わる全てのコンテンツをお届けしています!
そんな活動を続けて、ありがたくも総フォロワー200万人を突破しました!
少しでもファッションが好きでしたら是非チャンネル登録お待ちしております(´▽`)!
ーーーーーーーーーーーーー
動画内の画像は以下を引用しました。
Silver and Gold
https://gti.page.link/JsB9uKpHZPULeK5p6
Levi's 646 - 0217 / リーバイス 646 古着 / フレア ベルボトム ジーンズ / 真紺 | 古着屋 仙台 biscco【古着 & Vintage 通販】
https://gti.page.link/QWcqweUt557iUWMx5
アメリカ古着 Levis リーバイス 517 デニムパンツ ブーツカット - ヨーロッパやアメリカのヴィンテージ古着なら|古着屋ChuPa
https://gti.page.link/LJeHpzBHSn2AFhbF9
-Levi's- 684 bell bottom denim pants | ROOT online
https://gti.page.link/rJ2DUBHqAoMUQCmz5
自然を感じる複合型リゾート「FIELD SUITE SPA HEADQUARTERS(フィールド スイート スパ ヘッドクォーターズ)」を2022年春に開業いたします。 | 新着情報 | スノーピーク * Snow Peak
https://gti.page.link/rJccuVm9UrnrT1fq5
DAIWA PIER39(ダイワ ピア39)公式ブランド・通販サイト
https://gti.page.link/NUUnx3mErXHMRYkc9
THE NORTH FACE - ザ・ノース・フェイスブランドサイト
https://gti.page.link/JRBkbJhJAGqpGP9Q7
Pilgrim Surf+Supply(ピルグリム サーフ+サプライ)<MEN>THE NORTH FACE PURPLE LABEL for Pilgrim Surf+Supply / Mountain Parka Combi(ブルゾン ブルゾン)通販|BEAMS
https://gti.page.link/Wr4as6qtA34B23Tm6
アンユーズド(UNUSED) 2021-22年秋冬ウィメンズ&メンズコレクション - ファッションプレス
https://gti.page.link/pYjveCG4fSC1349Q6
【ルック】「ザ・ノース・フェイス パープルレーベル」2021-22年秋冬コレクション | WWDJAPAN
https://gti.page.link/Mq2TDrzj45gwWoUy6
トーガ ビリリース(TOGA VIRILIS) 2021-22年秋冬メンズコレクション - ファッションプレス
https://gti.page.link/VQNLSdPNq5BcXJ328
ダイリク(DAIRIKU) 2021-22年秋冬メンズコレクション - ファッションプレス
https://gti.page.link/jV12xB2voyMmu7ns9
オーラリー(AURALEE) 2021-22年秋冬ウィメンズ&メンズコレクション - ファッションプレス
https://gti.page.link/FiNCbqe9VUtP5ZHN7
タクタク(tac:tac) 2021-22年秋冬ウィメンズ&メンズコレクション - ファッションプレス
https://gti.page.link/xTyiRbmc2VnDYx118
UNIQLO
https://www.uniqlo.com/jp/
FASHIONSNAP.COM 【連載ふくびと】第4話 N.ハリウッドと尾花大輔――「なに勘違いしてんだ!」
https://gti.page.link/ZAShU29cHyo2DPVQA
BOTTOMS - Silver and Gold Online Store
https://gti.page.link/xnz6fUny6LpRS1Hg7
「ユニクロ」21−22年秋冬展から【前編】 すべての人の、より健康的で、よりよい生活のために | WWDJAPAN
https://gti.page.link/MyGY1Cntr5drspDn9
Silver and Gold Official Instagram
https://www.instagram.com/silverandgoldumeda/
効果音:OtoLogic
お問い合わせはこちらまで
d.ogawa1111@gmail.com
じゃあʕ•ᴥ•ʔ
#ファッション #fashion #メンズ #服 #プチプラ #UNIQLO #GU #ブランド #コーデ #お洒落
![post-title](https://i.ytimg.com/vi/GORltGjUQeg/hqdefault.jpg)
snow brand 在 toysrevil Youtube 的最讚貼文
Introducing "SNOW FICTION" from Hong Kong based toy-brand Fools Paradise, since launched for pre-orders on https://doublefools.blogspot.com (all images used in slideshow video via).
Further information on #TOYSREVIL: https://bit.ly/3ipHj8U
Track used: "Voices" - Patrick Patrikios
............................
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*Donations also accepted via PayPal ("toysrevil@yahoo.com").
THANK YOU for your support of TOYSREVIL!
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snow brand 在 Adrian Lo Dejavu Youtube 的最讚貼文
#heavengifts #elfbar #adrianlodejavu
?SAY NO TO UNDERAGE?
DISCLAIMER: Vape or electronic cigarette is strictly not suitable for kids under 18. All Vaping reviews will be set to age restriction. This review is for adult smokers trying to get better health for quit smoking. For adult vapers to update about new products and tutorial. Vape safe and be happy gais! ☺️
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Review/Branding/Sponsors/ job enquiries please email: adrianlodejavu@gmail.com
♠︎MAIN SPONSOR♠︎
?SNOW WOLF
?WERTI
?PJA VAPORIZER
?ARTERY VAPOR
?HEAVENGIFTS
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FOLLOW MY SOCIAL:
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SOCIAL CAR PROJECT:
?INSTAGRAM: http://www.instagram.com/wishlistproject_malaysia/
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?PLAYLIST: https://www.youtube.com/cial.djv/playlist?list=PLXpdca_pLp7p6lXZi9OXYSbmsu7BpzogY
![post-title](https://i.ytimg.com/vi/UueQTuXv3VA/hqdefault.jpg)