🌻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10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
「the collective markets」的推薦目錄:
- 關於the collective markets 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於the collective markets 在 Nurul Izzah Anwar Facebook 的精選貼文
- 關於the collective markets 在 AppWorks Facebook 的精選貼文
- 關於the collective markets 在 コバにゃんチャンネル Youtube 的最佳貼文
- 關於the collective markets 在 大象中醫 Youtube 的最佳貼文
- 關於the collective markets 在 大象中醫 Youtube 的最佳解答
the collective markets 在 Nurul Izzah Anwar Facebook 的精選貼文
Malaysia baru sahaja melepasi fasa pergolakan politik terlalu sengit - yang menyaksikan perbalahan serta serangan tidak rasional menyalahkan antara satu sama lain.
Hentikanlah. Benar, kemarahan dan kejutan yang kita hadapi bersama sudah tentu tidak akan reda dengan serta-merta. Namun, kita harus bertindak wajar dengan mengutamakan golongan yang terpenting.
Saya bersyukur kerana diberi mandat oleh rakyat Permatang Pauh selaku Ahli Parlimen, mewakili suara mereka pada hari bersejarah, 9 Mei 2018.
Jelas, mandat rakyat harus kita hormati dan pertahankan. Ini prinsip yang merangkul agenda demi rakyat - samada kita bergerak sebagai kerajaan mahupun pembangkang.
Keputusan saya pada akhir Disember 2018, untuk tidak lagi bersama di pentas arena politik arus perdana adalah berdasarkan prinsip mengutamakan pemaknaan agenda reformasi - yang harus menjalar pelaksanaannya di kalangan masyarakat - khususnya penduduk Permatang Pauh.
Tahun ini menjadi saksi kepada sebahagian besar daripada usaha penuh makna di Permatang Pauh - yang melibatkan kerjasama bakat terbaik tanah air kita untuk memberi impak sosio-ekonomi yang positif kepada rakyat.
Saya amat bimbang sekiranya pertimbangan politik jahat menguasai mana-mana kerajaan, maka program-program demi rakyat yang telah kami usahakan bersama bakal menjadi mangsa. Sedangkan program demi rakyat harus kalis politik jahat.
Antara projek rintis yang utama adalah Program SEDAR iaitu program psiko-sosio-rohani yang melibatkan penggunaan metadon di masjid dan diluluskan oleh JAKIM bagi penagih heroin yang mahu kembali ke pangkal jalan.
Selain itu, kami bakal melaksanakan kajian rumah ke rumah untuk meninjau tahap kemiskinan - dengan mengukur indeks kemiskinan multidimensi di Permatang Pauh - bersama pakar kemiskinan dan ahli ekonomi tersohor Malaysia, Profesor Fatimah Kari.
Kita juga perlu meneruskan agenda reformasi yang diusahakan oleh Jabatan Penjara Malaysia - yang menyasarkan 75% daripada jumlah banduan yang layak dan mampu menyertai Program Pemulihan Dalam Komuniti - di luar penjara. Inilah program pemulihan yang sebenar!
Kita memerlukan reformasi di dalam bidang pertanian - dan hasrat saya adalah untuk memperkenalkan sistem pertanian bebas racun perosak; dengan pasaran lumayan luar negara yang tersedia. Barulah petani kita bakal meraih keuntungan yang setimpal dengan perit jerih mereka. Pertanian moden sebegini sudah tentunya memerlukan pelaburan yang tinggi - bukan kepada kroni tetapi petani sejati.
Barulah bekalan makanan negara terjamin - dan usaha murni ini wajib dilunaskan oleh agensi kerajaan dan jabatan sedia ada - tidak kira parti atau bendera mana yang mengepalai kementerian ini. Bendera petani yang terpenting.
Bayangkan, Malaysia mampu mencapai masa depan tanpa kanser serviks - khususnya yang lebih perit dialami oleh wanita berpendapatan rendah - menerusi kolaborasi kami dengan Yayasan Rose, Universiti Malaya.
Tambahan program yang mahu dilaksanakan bukan program sebarang program, namun program yang terbukti berhasil - kerana menjadikan pakar sebenar, bukannya pakar politik sebagai bahan rujukan.
Tidak kira siapa yang memerintah, bersatulah kita semua, dalam memastikan mereka yang mempunyai kuasa, termasuklah Ketua-Ketua Setiausaha di dalam setiap Kementerian, mengutamakan kebajikan rakyat, bukannya kepentingan politik.
Kita harus mengumpulkan idea-idea terbaik Malaysia - dan melaksanakan program yang memberi impak kepada golongan terpinggir, dan terjerumus di dalam kancah kemiskinan.
Ingatlah, penagih memerlukan rawatan. Maka, klinik Cure and Care di seluruh Malaysia harus diberi dana sokongan supaya dapat beroperasi seperti biasa.
Selain itu, bantuan sara hidup dan bantuan lain harus tepat pada sasaran menerusi ukuran kemiskinan yang lebih menyeluruh dan tepat.
Bantuan haruslah memperkasa dan mempertahan maruah golongan yang dibantu. Inilah reformasi kemiskinan yang sebenar.
Reformasi penjara juga perlu disokong. Berikan suara kepada mereka yang tidak mampu bersuara di atas nama keadilan sosial.
Semaikan kasih sayang, toleransi dan adab serta akhlak yang mulia. Walau ada yang menyemai kebencian, ingatlah peribadi Rasulullah SAW kesayangan umat Islam - kitalah yang mencerminkan agama Islam yang syumul.
Desak kerajaan hari ini untuk mencerminkan rakyatnya; desak mereka untuk mempertahan nilai nilai murni dan mengutamakan rakyat terpinggir dan golongan bawahan.
Wadah politik saya ialah KEADILAN (Parti Keadilan Rakyat) - yang telah memungkinkan saya merealisasikan idealisme reformasi berpaksikan prinsip keadilan, InshaaAllah. Di mana-mana sahaja kawasan parlimen yang kita wakili, kekalkanlah kredibiliti melalui kerja, program, inisiatif dan dalam mempertahan dasar perjuangan.
Saya akan terus menyokong kepimpinan dan teman-teman KEADILAN - khususnya untuk memberikan usaha terbaik di dalam memelihara idealisme dan kredibiliti kita. Kita mesti menyahkan unsur-unsur khianat di dalam jemaah. Kini, adalah masa untuk kita membina semula parti, menegakkan prinsip-prinsip yang kita perjuangkan, dan membantu rakyat menikmati dasar terbaik yang kalis politik jahat dan kalis masa depan.
NURUL IZZAH ANWAR
Ahli Parlimen Permatang Pauh
——————————
Much political turmoil shook us all this past week. It is now quickly descending into an unscrupulous blame game. This has to stop. Granted, the shock and outrage has not fully subsided. But it is exactly in this hour of need that we must reflect on what’s most important.
I was fortunate enough to have received the mandate from the people of Permatang Pauh as a legislator, on that fateful day on 9th May 2018.
Clearly, the people’s mandate must always reign supreme.
And ultimately, this should be our guiding principle regardless of whether we are in government or in opposition.
Late December 2018, I made the decision to exit the mainstream political scene and focus on my reform-based initiatives on the ground in Permatang Pauh.
We were making headway with our methadone in mosques - psycho-socio-spiritual JAKIM-approved programs for heroin addicts. We were about to embark on our multidimensional poverty index ground survey with Malaysia’s foremost poverty expert & economist Prof Fatimah Kari, and continue our collaborations with the Prison Department’s reform agenda - targeting 75 percent of eligible, non violent criminals to be absorbed in corrective community programs - ensuring rehab efforts bear fruit. We fervently wanted to introduce pesticide-free precision farming - an endeavour that requires huge financial investment in existing green houses - with a ready target in international markets - to safeguard Malaysian food security and protect our farmers. We also of course want to see an eventual end to cervical cancer, especially amongst women in the lower income household, by collaborating with ROSE Foundation of University Malaya!
My fear is that in the ongoing political turmoil, these on the ground, these socially impactful projects, might be derailed.
These are evidence based initiatives and must be fully politics-proof.
Regardless of who is in office, we as collective Malaysian stakeholders must join in a call to action that ensures governments, including the likes of powerful Secretary-Generals that wield much authority across ministries, maintain the policies and programs which have the most benefit and impact for communities on the ground.
Of the many interactions I have had, the ones that have made the most lasting impact are those involving the best of Malaysian minds, coupled with their fortitude to realise workable and concrete solutions to assist the most vulnerable in our communities. Protection of those without access to basic public services, infrastructure, and opportunities is paramount.
Addicts require treatment. The Cure and Care Clinics throughout Malaysia must continue their operations. Those who are deprived must receive targeted assistance through better measurement of poverty; eventually engaged and empowered. Prison reforms must also continue to be supported.
If there is a key lesson to be learned in all of this, it is not to forget those who are so easily forgotten.
Please join me in remembering and helping those that need it most: to push for policies that are evidence-based and politics-proof to help those unable to help themselves achieve mobility while simultaneously empowering talents everywhere.
All Malaysians need better access to quality healthcare, education, economic empowerment that enable them to improve their own lives and those of their families & communities.
Don’t sow hatred and enmity; let us instead expand and grow our tolerance of one another especially in times of division. If the government of the day is reflective of its people, then let us ensure that it is our values they truly reflect.
I shall continue supporting my KEADILAN leadership and colleagues - specifically to do our best in preserving our ideals and credibility by purging treacherous elements from our midst. Now more than ever must we rebuild the party from within, to uphold the principles we claim to embody.
KEADILAN is the vehicle that allowed us to realise our reform ideals based on the principles of fairness, justice and equal opportunity - forming the basis of my work in the constituencies I have had the honour to represent.
We must continue to preserve our credibility through our work, our programmes, initiatives and policies.
NURUL IZZAH ANWAR
Member of Parliament Permatang Pauh
www.nurulizzah.com
http://keanggotaan.keadilanrakyat.org/
the collective markets 在 AppWorks Facebook 的精選貼文
Supercharge Your Startup:
As a founder, where can you get valuable peer feedback, thoughtful mentorship, and immediate resources with people who identify with the startup journey? Founders are already trying to do things at scale that other people cannot replicate, but to deliver that change in a complex region like Greater Southeast Asia, they need a more collective and collaborative approach to their new ideas, together. Many founders in our ecosystem have learned to be a better founder after joining our accelerator program where they have been exposed to a community of founders, mentors, and resources.
Founders are known to try new things that other people can’t or won’t replicate, so the challenge for founders is being able to do that inside of an existing market, and doing it consistently over time. Markets like to function in one way, which is what entrepreneurs challenge when they develop new ideas. When founders come together, it’s easier to challenge the status quo when they’re surrounded by others who are doing the same thing. Otherwise, while continually pushing at an existing model, founders might find the journey exhausting and alienating. Community is essential -- that’s one thing accelerators can offer better than any other institution.
Having a community of founders helping each other out, despite them being strangers to one another, is critical in driving innovation forward. We’ve seen in our own community how simply asking for advice yields tons of responses from other founders who have been there, done that. “If we have any kind of question, we can just grab a Facebook message and a lot of people will help us,” Alan Chan and Lewis Pong (AW#16 Omnichat - 給你 Easychat) say. “This is really amazing.”
Included in that community is mentorship. Having mentors in life, whether you’re a founder or not, can be one of the biggest drivers for motivation and success. When it comes to entrepreneurs, many attribute their success to having great mentors who helped them along their entrepreneurial journey. It’s no wonder that many startups have advisors on their team. Also, having someone to bounce ideas off of to avoid costly mistakes can be crucial to making or breaking a startup. For Sheng (AW#18 Luxtag), “mentors have a more ‘anything is possible’ mentality (i.e., they innovate and try new things). Mentors in general help to unlock situations when the founders are stuck, when they can’t agree on what to do next, or have inexperience in a situation.”
Within a community comes resources that founders can take advantage of. Bootstrapping your startup and being lean require you to think about how to manage your budget and your expenses. Most accelerator programs will offer resources to help with this problem, and allow the founders to focus on building their startup rather than nitpicking which programs they can use and what facilities they should be at.
While it’s true that not all startups are suited to join an accelerator program, there are many benefits for startups to go through an accelerator in order to grow their business and be in an environment that facilitates this kind of growth. If you’re looking for a community, mentors, or resources to expand to a new market, an accelerator program might be perfect for you.
If you’d like to learn more about the community at AppWorks, the mentors in our network, or the resources we have to offer, check out our website and if you’re working on AI or Blockchain solutions, you’re welcome to apply to our 20th batch in 2020! >>> http://bit.ly/2rh3rKx
By: Natalie Feng Lin, Analyst
Image credit: Body Shop Business