🌻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2部Youtube影片,追蹤數超過168萬的網紅Ketchup Jo,也在其Youtube影片中提到,คริสต์มาสใกล้มาถึงแล้ว!!! การทดลองหลังล้านวันนี้มาลองทำของประดับต้นคริสต์มาส ที่สามารถเรียนรู้เรื่องวิทยาศาสตร์ไปได้ด้วย!! อุปกรณ์ง่ายๆ วิธีง่ายๆ แต่ผ...
「snowflake stock」的推薦目錄:
- 關於snowflake stock 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於snowflake stock 在 Facebook 的最讚貼文
- 關於snowflake stock 在 通勤十分鐘 On The Way To Work Facebook 的最佳解答
- 關於snowflake stock 在 Ketchup Jo Youtube 的最讚貼文
- 關於snowflake stock 在 Chloe Ting Youtube 的最讚貼文
- 關於snowflake stock 在 Why this trader is buying Snowflake shares - YouTube 的評價
snowflake stock 在 Facebook 的最讚貼文
Snowflake公佈Q1財報,營收年增110%,GAAP的Operating loss從9600萬擴大到2.05億,主要來自於Stock-based compensation就1.67億。Non-GAAP的營運虧損基本上是從7254萬收窄至3580萬。毛利率從去年69%提升到72%,NDRR留存率仍在高檔168%,超過百萬營收的客戶也成長了117%。
預估2021年營收成長86%,Operating margin預估從-23%上調至-17%
🤩重要訊息不漏接,加入IEO的Telegram頻道:https://buff.ly/3hD44Ww
snowflake stock 在 通勤十分鐘 On The Way To Work Facebook 的最佳解答
線上付款熱潮不減,加拿大支付公司Nuvei IPO創造歷史(The Global and Mail)
加拿大支付公司Nuvei股票上週首次在多倫多證券交易所(TSX)交易,首次公開募股(IPO)籌了7億美元,創TSX史上科技公司IPO最高紀錄。Nuvei 的CEO表示,他們放棄了在紐約證券交易所公開上市的計劃,因為公司認為不需要在美國上市就能,吸引足夠的投資者興趣,成為加拿大有史以來最大的科技IPO。
似曾相識的2020IPO派對(The Wall Street Journal)
今天我們要一起讀的文章是華爾街日報的IPO Market parties like its 1999.
IPO全文是Initial Public Offering,私人公司會想要藉由IPO來公開發行股票,募得資金,而所發行的這些股票就可以在證券交易所上來進行交易,也就是我們所熟知的Stock Exchange。今年已經有235間公司公開上市,2000年的數據為439間,包括我們所提到過的Palantir/Airbnb/及Asana也都會在之後加入這個行列。就連巴菲特的波克夏也罕見投資Snowflake的IPO,Snowflake在上市第一天就衝破250,今天收盤價為229。
如果喜歡的話
歡迎幫我們分享和按讚🙂
圖片來源 WSJ/ yahoo finance/Bloomberg
snowflake stock 在 Ketchup Jo Youtube 的最讚貼文
คริสต์มาสใกล้มาถึงแล้ว!!! การทดลองหลังล้านวันนี้มาลองทำของประดับต้นคริสต์มาส ที่สามารถเรียนรู้เรื่องวิทยาศาสตร์ไปได้ด้วย!! อุปกรณ์ง่ายๆ วิธีง่ายๆ แต่ผลลัพธ์เหลือเชื่อ!!
#การทดลอง #Christmas #Ketchup Jo
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?????คำเตือน ?????
วิดีโอที่คุณกำลังชมนี้ทำขึ้นเพื่อจุดประสงค์สำหรับ"ความบันเทิง”เท่านั้น
เนื้อหาต่างๆที่ทำขึ้น เพื่อให้ผู้ชมสามารถนำเอาไปต่อยอดเพื่อการเรียนรู้
โดยไม่ใช่บทสรุปหรือข้ออ้างอิงทางวิทยาศาสตร์แต่อย่างใด
แต่เป็นความคิดเห็นส่วนตัวที่เกิดจากการลองผิดลองถูกส่วนตัว
หากผู้ใดนำไปทดลองหรือทำตามแล้วเกิดความเสียหายใดๆ
ทาง Ketchup Jo จะไม่มีส่วนในความรับผิดชอบใดๆทั้งสิ้น
โปรดรับชมด้วยวิจารณญาณ
และให้คำแนะนำแก่บุตรหลานของท่านในการรับชม
snowflake stock 在 Chloe Ting Youtube 的最讚貼文
WHAT'S YOUR FAVOURITE OUTFIT?
Winter Lookbook 2017-2018! I love creating lookbooks! Let me know if you want more fashion related videos!
Outfit 1: Shibuya Crossing
Brixton Cap: http://bit.ly/2r1N97e
J.O.A Camel Coat: http://bit.ly/2mtzHn5
Rachel Pally Top: http://bit.ly/2mrBv04
Blank NYC Faux Leather Pants: http://bit.ly/2EDAwkM
Schutz Black Boots: http://bit.ly/2Dt301o
Chloe Backpack: http://bit.ly/2mtaidb or mini http://bit.ly/2mAGDQ4
Outfit 2: Harajuku
ASOS Pink Jacket: http://bit.ly/2ADq3Hw
Zara Beret
AG White Legging Ankle Jeans :http://bit.ly/2EDy3a0Scotch and Soda Lilac Jumper: http://bit.ly/2FxFpNH
Chloe Backpack: http://bit.ly/2mtaidb or mini http://bit.ly/2mAGDQ4
Outfit 3: Yoyogi Park
Eaves Faux Fur Coat: http://bit.ly/2Apehhs
Annie Bing T-shirt: http://bit.ly/2r0wC3D
BB Dakota Skirt (Out of stock). See more of their stuffs: http://bit.ly/2EEmD5Z
Outfit 4: Niseko Snowboard
ASOS Chunky Beanie in Lilac. (Only have Grey left: http://bit.ly/2mxukEi)
Burton Jumper: http://bit.ly/2D7jKOH
Outfit 5: Niseko
Lovers & Friends Pink Faux Fur Coat: http://bit.ly/2EFInOR
Kendall Kylie White Heels: http://bit.ly/2mBgj8D
AG White Legging Ankle Jeans :http://bit.ly/2EDy3a0
ASOS Scarf (in Cream: http://bit.ly/2FzWOoC )
Outfit 6: Niseko
Sorel Caribou Boots: http://bit.ly/2DdxgQc
Levi’s Denim Coat: http://bit.ly/2mtA1lU
Hudson Pink Jeans (old)
Scotch and Soda Lilac Jumper: http://bit.ly/2FxFpNH
Outfit 7: Niseko
ASOS Square Scarf: http://bit.ly/2no1dGn
Next Snowflake Jumper (Out of stock). More of their knitwear: http://bit.ly/2FALvwL
Joie Jeans (old)
Sorel Caribou Boots: http://bit.ly/2DdxgQc
ASOS Double Pom Pom Beanie: http://bit.ly/2AE6oY0
Outfit 8: Niseko
Blank NYC Denim Jacket with Faux Fur Collar: http://bit.ly/2ED1lWk
For Love & Lemons Pink Crop Jumper: http://bit.ly/2CYBd7Z
Music:
2Sugars - We've Got Our Obsessions
https://soundcloud.com/2sugars-1/weve-got-our-obsessions
Filmed With:
Panasonic GH5 - http://amzn.to/2FzDdVY
Leica 8-18mm - http://amzn.to/2mrL9zP
Lumix G 12-35mm - http://amzn.to/2FAOFAD
Pixel 2 - http://amzn.to/2Fxb9Cm
DJI Osmo Mobile - http://bit.ly/2FzDS9U
snowflake stock 在 Why this trader is buying Snowflake shares - YouTube 的推薦與評價
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