🌻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87部Youtube影片,追蹤數超過3,270的網紅Yunny Hou,也在其Youtube影片中提到,1 year ago today, I went on a semester long exchange to study at Korea's Sungkyunkwan University #성균관대학교 for Fall 2020. 🇰🇷It was truly an exchange jou...
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study with me app 在 我的法語學習專頁 My French language study notebook Facebook 的精選貼文
#學習小組
最近學習很有效率,因為參加了YouTube的study with me 小組。
https://youtube.com/channel/UCGG2ZQOJVKND1FV6mIMO-Gw
我無意中找到南韓的🐥 mom, 她是個YouTuber, 見右下角,主持25mins學習,5mins休息的溫習室。(蕃茄時鐘)
哈,我很支持這個概念,她自己也為了學習努力,所以上星期一起學習。
是live 實時的噢,由早上十時至三時,六個小時。休息時間時可以聊兩句。三時之後就是錄播的了,但也會幫忙計蕃茄時鐘的和打氣聊天。
在youtube還有很多這類溫習室, 不過我最喜歡就是🐥 mom了。(呀哈她真的是個媽媽,看不出來吧).
如果大家日間也去study room很大機會見到我。
電腦的畫面是notion. 一個新的app, 類似to do list加onenote或evernote, 不是太易用,哈。但有些YouTuber,在推介,我暫時還不太會用。
study with me app 在 wongnai.com Facebook 的精選貼文
อย่างที่หลาย ๆ คนรู้ว่านครปฐมนั้นอุดมไปด้วยของกินเด็ด ๆ แทบทุกมุมเมือง แต่ถ้าจะให้พูดถึงร้านหมูปิ้งเด็ด ๆ ชื่อหนึ่งที่จะโผล่ขึ้นมาในใจชาวนครปฐมคงหนีไม่พ้น
'หมูปิ้งเวล' ✨ อีกหนึ่งร้านเด็ดนครปฐม ที่ดูเหมือนจะธรรมดา ๆ แต่เมื่อได้ลองจะรู้ว่า ทำไมเจ้าหมูปิ้งไม้ใหญ่เหล่านี้ ถึงอยู่ในใจชาวนครปฐมมาอย่างยาวนาน โดยเฉพาะเด็กทับแก้วที่ชอบนอนดึก ๆ ไม่มีใครไม่รู้จักร้านนี้! 😍
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อ่านบทความเต็ม ๆ ได้ที่ 👉🏻 https://www.wongnai.com/news/moowell
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“ร้านนี้กินมาตั้งแต่สมัยเรียนทับแก้วเกือบ 20 ปีมาแล้ว สมัยนู้นร้านขายอยู่แถวโรงแรมเวล ตอนกลางคืนเพื่อนผู้ชายปั่นจักรยานไปซื้อมาส่งให้หลังหอเป็นประจำ กินไปอ่านหนังสือไป ติดใจรสชาติไม่ลืม 😋
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พอเรียนจบ เวลามีโอกาสผ่านไปแถวตัวเมืองนครปฐม ต้องแวะซื้อตลอด หมูปิ้งที่นี่เป็นหมูปิ้งจริง ๆ หอมกลิ่นปิ้งมาก ไม่ใช่หมูปิ้งนมสดเหมือนสมัยนี้มีขายกัน แถมมีน้ำจิ้มรสชาติหวาน เปรี้ยว เผ็ด ครบรส ให้กินคู่กัน รสชาติเยี่ยมเลย” 👍🏻 (รีวิวโดยคุณ B@sKeTb@LL)
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“เป็นที่รู้กันดีว่าการซื้อหมูเวลไม่ใช่เรื่องง่ายนัก ก็ไหนจะคนต่อคิวกัน ถ้ามาช้าอาจได้กินไก่เวลแทน เพราะหมูหมดไปตั้งแต่หัวค่ำ เพราะคนรอซื้อกันเยอะนี่แหละ 'หมูปิ้ง' ร้านนี้ขายไม้ละ 10 บาท ปริมาณเนื้อหมูและมันหมู 50-50% เด็ดต้องลองครับ” 🤤 (รีวิวโดยคุณ mhamwanida)
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“หมูเวล หมูปิ้งที่เด็กทับแก้วทุกคนต้องรู้จัก ✨ อยู่นครปฐมมาหลายปี เพิ่งจะได้ยินกิตติศัพท์ความเด็ดขั้นเทพของ หมูเวล ก็ตอนเรียนที่ทับแก้วนี่ละค่ะ เมื่อ 10 ปีก่อน ใน ม.ยังไม่มีร้านสะดวกซื้อตรงหอสมุดนะคะ สาว ๆ เฟรชชี่แทบทุกคน ยกเว้นเด็กเดินเรียน ก็มักจะอยู่หอใน
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เมื่อความหิวในยามค่ำคืนของสาว ๆ และความเพียรพยายามของชายหนุ่ม ตำนานรักหมูเวลจึงเกิดขึ้น เป็นที่รู้กันว่า หากหนุ่มคนไหนซื้อหมูเวลมาฝาก แปลว่า จีบชัวร์ 🥰 หมูที่ร้านขายถูกมาก มี หมูปิ้ง ปีกไก่ย่าง ตับ หมูติดมันหน่อย ๆ กินกับน้ำจิ้มรสเด็ดมาก คุณลุงคนขายอัธยาศัยดี เป็นกันเองค่ะ” ❤ (รีวิวโดยคุณ mint)
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ต้องบอกเลยว่าถ้าดูหน้าร้าน หมูปิ้งเวล อาจจะธรรมดา แต่ถ้าได้ลองเมื่อไร รับรองว่าติดใจ เพราะชาวถิ่นเคลมไว้เยอะพอสมควรว่าถ้ามาถึงนครปฐมไม่ลองเหมือนมาไม่ถึงจริง ๆ อยากแนะนำให้ลองของดีที่เรียกได้ว่ากลายเป็นตำนานของชาวทับแก้วว่า หนุ่มคนไหนไปรอให้ถือว่าทุ่มสุดใจให้สาว เพราะการรอคิวนั้นยาวกว่าชั่วโมงจริง ๆ 💥 โดยร้านของคุณลุงตอนนี้ย้ายมาจากหลังเวลแล้วค่ะ ร้านหาไม่ยาก จากหน้า ม.ศิลปากร ตรงไปทางองค์พระ เลยไฟแดงแยกเวลไปหน่อยก็จะเจอกับร้านของคุณลุงค่ะ 🥰
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🍴 : หมูเวล
📍 : ถนน ราชวิถี นครปฐม (ย้ายมาอยู่ลานจอดรถตลาดโอเดี้ยน)
⏰ : เปิด ทุกวัน 19.00 - 22.00 น.
⭐️ : ดูพิกัด และ รีวิวเพิ่มเติม 👉🏻 https://www.wongnai.com/restaurants/125899VG
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#Wongnai ค้นหาข้อมูลร้านอาหารจากทั่วประเทศ และ แบ่งปันรีวิวกันได้ที่แอป Wongnai ▶️ ดาวน์โหลดฟรีที่นี่ >> http://bit.ly/2U0bdn
As many people know, Nakhon Pathom is rich in delicious food in every corner of the city. But if you want to talk about a great grilled pig shop, one name that will come up in the heart of Nakhon Pathom people, it won't be able to escape
'Pig toasted Vale' ✨ Another great restaurant in Nakhon Pathom that seems normal. But when you try, you will know why these big grilled pigs are in the heart of Nakhon Pathom people. Especially for sleeping lovers. Late night no one doesn't know this shop! 😍
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Read the full article at 👉🏻 https://www.wongnai.com/news/moowell
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′′ This restaurant has been eating since I was in Tub Kaew school for almost 20 years. In the past, the shop was near the hotel. At night, the friend of the man who cycled and bought it for me to send it to the back of the dormitory regularly. Eat and read it.
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When I graduated, I have a chance to pass by near downtown Nakhon Pathom. I have to buy them all the time. This is a grilled pork. It smells so good. It's not fresh milk pork. It's sold out. There are sweet, sour, spicy, delicious sauce. Awesome ′′ 👍🏻 (Review by Mr. B B sKeTb sKeTb LL)
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′′ It's a good idea that buying a pork level is not easy. You will have people in queue. If you come late, you may eat chicken level instead because the pork is gone since the evening. Because there are plenty of people waiting for you to buy. This is a ' grilled pork '. This is selling for 10 baht. Pork and pork is 50-50 % cool. You must try ′′ 🤤 (Review by Mr. Mhamwanida)
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′′ Pork level, grilled pork that every kid needs to know. ✨ Been in Nakhon Pathom for many years. I just heard the great trend of Moo Vale. When I studied at Thap Kaew, 10 years ago in the middle of the year. I'm sorry. There is no convenience store at the library yet. Freshy girls. Almost everyone except kids who walk to study. They are usually in the dormitory.
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When girls night hunger and persistence of men, legends, Pigs, Vale comes to be known that if any guy buys a pork level, it means sure. 🥰 Pigs at the shop are very cheap. There are pigs. Grilled chicken wings, pork liver, stick to them. Eat with the sauce. Very good. The seller is friendly. ′′ ❤ (Review by Mr Mint)
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I have to tell you that if you look at the front of the grilled pork restaurant, it may be normal. But if you try, I guarantee that it's impressed because there are plenty of people who claim it. If you arrive in Nakhon Pathom, you won't try it. I wouldn't try It's become a legend of Thap Kaew. Which guy is waiting for you to pay attention to girls because the queue is really longer than an hour. 💥 By uncle's shop, I moved from behind the level. It's not difficult to find from the shop. In front of the university. Silpakon is heading to the statue. Red light. We will meet with uncle's shop. 🥰
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🍴: Pigwell
📍: Nakhon Pathom Ratchaburi Road (moving to Odian market parking lot)
⏰: Open everyday 19.00-22.00 hrs.
⭐️: See more locations and reviews 👉🏻 https://www.wongnai.com/restaurants/125899VG
________________________
#Wongnai Find restaurant information from around the country and share reviews on Wongnai app ▶️ Free download here >> http://bit.ly/2U0bdnTranslated
study with me app 在 Yunny Hou Youtube 的最佳貼文
1 year ago today, I went on a semester long exchange to study at Korea's Sungkyunkwan University #성균관대학교 for Fall 2020. 🇰🇷It was truly an exchange journey that really changed my life. I still can't help to think back to all of the amazing people that I met on this exchange, all of the awesome adventures exploring Korea, making the best out of every day in the 5 months that I was there for. That's why I selected A to Z of my favourite memories from August to January to show you guys why going on exchange can be so life-changing and it is definitely the best decision that I have made! Enjoy the video and thank you SKKU and Korea! 💗💗 감사합니다~
and also sorry that I haven't been active in posting on the channel, because it took me the last month to slowly edit this video together with so many footage and a lot of planning 🙇♀️🙇♀️😭
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1年前的今天我實現了我一直以來夢想的韓國大學交換生活🇰🇷 現在想到每一天在韓國留學的時光都覺得每一天都過的很記憶深刻也很值得認識所有不同國家的交換學生。5個月真的過的好快,但是是我大學生活以來最難忘的一學期!這個影片是一篇我收集了五個月以來26個從A到Z最喜歡的回憶,希望你們看了也會覺得要去交換留學看看!💗💗真的很感謝我所有遇到的朋友和成均館大學給我這一次機會變成韓國大學生很精彩的玩遊韓國各地!希望你們會喜歡這隻影片唷~😊
不好意思一直沒有更新我的影片,足足花了一個月我才慢慢的把這個影片完成,接下來會加油繼續每週更新新影片!
Connect with Me!
♡ Instagram | @x.yunny.x
♡ Instagram | @my.eatz
♡ Email | yunnyhou@gmail.com
Songs
Music by Flux Vortex - Chemistry - https://www.youtube.com/watch?v=1tQ6DXcfvKo
Music by Sean Kolar - The Cure (Animus Volt Remix) - https://thmatc.co/?l=E574D9C5
Music by Animus Volt - Young Girl - https://thmatc.co/?l=8F5897FD
Music by Animus Volt - Victory - https://thmatc.co/?l=21FB2BBF
Music by Fiji Blue - Outside - https://thmatc.co/?l=17C360AF
Music by Lukey - Honeydream - https://thmatc.co/?l=178253EC
Music prod. by wavytrbl - Gold - https://www.youtube.com/watch?v=pchE1Ch_1eg
Music by Chandler Juliet - Way Too Young to Feel This Old - https://thmatc.co/?l=329095F6
Music: Savage Love (Laxed - Siren Beat) Jawsh 685, Jason Derulo
Music by Dylan Sitts - Christmas in My Heart (Dylan Sitts Remix) feat. Loving Caliber, Mia Pfirrmanhttps://www.youtube.com/watch?v=2uAQjcVQdWw
Music by Fiji Blue - Home - https://thmatc.co/?l=8DAE1F61
Music by Fiji Blue - Wait! - https://thmatc.co/?l=B50D88F3
What I use:
♡ Camera | Canon G7X Mark ii
♡ Doodles | SketchBook iPad App
♡ Editing | Final Cut Pro x Adobe Premiere Pro
![post-title](https://i.ytimg.com/vi/fsJ3klWDkO8/hqdefault.jpg)
study with me app 在 The Aüdrey 歐追 Youtube 的最讚貼文
Stay home Stay safe:)
一起加油!相信台灣一定能好好度過這個難關!
片中提到的資訊我放在下面
大家一定要好好注意安全 身體要健康!
疾管家加好友頁面:https://socialdon.group/cdcline
社交距離 App下載網址:https://socialdon.group/downloadnow"
#好家在我在家 影片頁面:https://youtube.com/hashtag/好家在我在家
#好家在我在家 圖標素材: https://reurl.cc/qmMkAE
..................................................................
? FAQ:
相機品牌|Sony a6400 / Canon G7x Mark ll
剪輯軟體|Final Cut Pro
繪圖軟體|Adobe draw / SketchBook
字卡設計|PowerPoint / Keynote
相機腳架|Yunteng 9928
..................................................................
?Instagram: Audrey__Chen (兩個_)
https://www.instagram.com/audrey__chen/?hl=en
..................................................................
合作邀約請洽PressPlay☀️
Email(Business Inquiries):Audrey@pressplay.cc
FTC:This video is NOT sponsored.
![post-title](https://i.ytimg.com/vi/TN2gkQFNJlI/hqdefault.jpg)
study with me app 在 Joseph Prince Youtube 的最佳解答
This excerpt is from: Ask Big, Ask Bold (16 May 2021)
Get the full message:
Joseph Prince app - https://josephprince.app.link/OvgtUkS0ogb
JosephPrince.com - https://bit.ly/3hDPhL5
Child of God, come boldly to your heavenly Father and ask Him for big things! In this revelation-packed message by Joseph Prince, learn powerful truths from the story of Caleb and his daughter Achsah that will inspire you to start possessing all the blessings that God has in store for you. Discover keys to your breakthroughs and more when you see how you can:
• Operate in faith and ask big of your heavenly Father when you see the abundant inheritance He has for you.
• Break free from self-condemnation and pride—the two barriers that stop you from seeing your miracles.
• Become stronger through every struggle as you gain heaven’s perspective on your challenges.
• Start walking in your blood-bought blessings such as healing and provision when you have a revelation of your true identity in Christ.
• Be delivered from self-occupation into Christ-occupation and be effortlessly transformed from glory to glory.
Beloved, when you see your Father’s heart to bless you with every good promise, you can’t help but come to Him with a spirit of bold faith!
Excerpt Summary:
0:00 God's Word Is Our Inheritance Book!
2:01 Every Name In The Bible Has Meaning
3:34 A Study On Caleb And Achsah's Story (Joshua 15)
5:38 What Are The Upper And Lower Springs?
10:36 The Significance Of The Valley Of Achor (Hosea 2)
12:49 How Do We Read The Old Testament?
Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
Download the Joseph Prince app at: http://app.josephprince.com
Find us at:
https://www.facebook.com/JosephPrince
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#josephprince #2021sermon #josephprincelatest
![post-title](https://i.ytimg.com/vi/vXMRKUWa03o/hqdefault.jpg)
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