🌻昨天跟朋友出遊. 我們有好幾個月沒見面了. 即使天氣不太好, 我們還是堅持原訂的計畫. 可見我們多想見到對方.
見面的時候, 我們都沒有戴口罩. 當我們擁抱的時候, 我鼻頭好酸好酸.
Anyway. 我想說的是, 請台灣的讀者撐著點. 這一切終將過去. 請盡量想&做讓自己快樂的事情.
"You hold tight to your umbrella
Well, darlin', I'm just tryin' to tell ya
That there's always been a rainbow hangin' over your head"
Kacey Musgraves-Rainbow // Lyrics
https://www.youtube.com/watch?v=p446BgZJrcg
🌻暫定台灣時間本周日(06/06)早上10點做年報導讀. 美國這邊的朋友也歡迎(美東時間周六晚上10點, 美西時間晚上7點). 會以Zoom進行(抱歉我不會露臉😅). 周四會將細節公布.
如果屆時不方便, 我會將影片錄下來, 之後可以觀看.
如果想要我導讀特定一家的年報, 可以在下方留言. 我會試自己的能力圈而做決定.
🌻Shopify(SHOP)財報
抽空看了一下SHOP的財報.
兩個印象較深的點是:
1. 高層稱他們為commerce operating system(電商的作業系統)(這其實高層提過好幾季了, 不過之前沒注意到. 之前高層用的字眼是retail operating system). 這讓我想到微軟也是做operating system.
2. 他們是把企業用戶(enterprise)等級的設施給中小型電商來使用: "the company’s platform offers security, scalability, and reliability that is normally only available to businesses with enterprise-level budgets (from一位分析師)"
兩個需要注意的地方是:
1. 今年還是會很積極地做投資&擴展, 這或許會對利潤造成壓力:
"........and plan to reinvest back into our business as aggressively as we can with a year-over-year growth in operating expenses accelerating each quarter throughout the rest of the year."
"As such, we expect full year 2021 adjusted operating income to be below the level we achieved in 2020."
2. 高層異動很大(可參考這篇新聞: https://ec.ltn.com.tw/article/breakingnews/3500525).
分析師已經連續兩季問高層公司文化方面的問題了. 公司在年報中也有說過, 高層的異動會是影響公司營運的風險之一. 不過實際上會如何還是需要持續觀察. 供參. (有附上年報中關於這點的截圖)
Anyway. 其他內容可到部落格那邊去看:
https://makingsenseofusastocks.blogspot.com/2020/03/shopifyshop.html
🌻這周末是Memorial Day weekend. 周一股市不開盤. 住北美的讀者長周末愉快: On Friday, May 28, 2021, the bond market will close at 2 PM ET. On Monday, May 31, stock, options, and bond markets will be closed. Futures markets will have reduced hours.
🌻A big jobs report looms in the week ahead, as markets enter the often-weak month of June
https://www.cnbc.com/2021/05/28/jobs-report-looms-in-the-week-ahead-as-markets-enter-the-often-weak-month-of-june.html
🌻附上下周發表財報公司的一覽表. 我會關注研究過的CRWD, DOCU, LULU, NCNO.
Pictures: 這跟我一直很想種的花類似, 不過沒魚蝦也好. 也竟然被我種了出來(花名忘了); from earningswhisper.com
同時也有11部Youtube影片,追蹤數超過9,920的網紅Cy Leo,也在其Youtube影片中提到,"Over the Rainbow" is a ballad composed by Harold Arlen with lyrics by Yip Harburg. It was written for the 1939 film The Wizard of Oz and was sung by ...
there's a rainbow 在 Facebook 的最佳解答
Tomorrow will be a better day 🌈 I used to always wonder.. And i still wonder..
Why war happened and is still happening. Why do people fight. I asked Josh a few days back.. If he thinks bad like real bad stuff happened becox of one person who made a fked-up decision, or it's a collective effort from a group of people who sits down and NONE in the group wanna be the one who stands up and voice out.. "what if there's another way to do things", "what if we don't need to fight this fight", "what if we live and let live".
Josh say it's one person. I say how can it be. I feel it's always yah okay, one person seeds the idea with someone and someone seeds it with someone else and then it becomes a group who decides, OKAY LET BLOW THINGS UP LET'S BRING THIS SHIT DOWN. Everything amazing was also typically created by a team. Right? So it has to be a group of people.
He say he feel it's one person, it's the one up there ☝🏻
I think otherwise cox i believe god is good. But then i remember.. He/ she cannot control free will.
This explains why bad things like child/ animal abuse can happen right. Why god allow bad things to happen to totally innocent beings? Becox he/ she cannot control free-will.
So if you think what's in your head isn't important, think again. There's so much damage you can do being here, being alive. So much. And for the fact that you are not doing bad things that hurt or harm people, i think we are amazing. I think you are amazing.
If you have to be that one person who shows up and say, "maybe there's another way to do things", "maybe we don't have to fight this fight", "maybe we can live and let live", show up ❤️ Becox your free-will maybe that difference to what god cannot control of others.
Good night. This is a double rainbow right outside our house a while ago. Be happy, choose happy. Always choose happy.
there's a rainbow 在 黃亭恩 TN Facebook 的最佳貼文
冷冷的冬天
來首暖暖的經典歌曲
繼續追求你的夢想
不要放棄💕
Over the rainbow
作詞/作曲:Harburg E Y / Arlen Harold
Somewhere over the rainbow
Way up high
There's a land that I've heard of once in a lullaby
Somewhere over the rainbow
Skies are blue
And the love dreams that you dare to dream
Really do come true
Someday I'll wish upon a star
And wake up where the clouds are far behind me
Where troubles melt like lemon drops
High way above the chimney tops
That's where you'll find me
Somewhere over the rainbow
Blue birds fly
Birds fly over the rainbow
Why then, oh why can't I?
Someday I'll wish upon a star
And wake up where the clouds are far behind me, oh
Where troubles melt like lemon drops
High way above the chimney tops
That's where you'll find me
Somewhere over the rainbow
Blue birds fly
Birds fly over the rainbow
Why then, oh why can't I?
If happy little bluebirds fly
Beyond the rainbow
Why, oh why can't I?
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#overtherainbow
#cover
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there's a rainbow 在 Cy Leo Youtube 的精選貼文
"Over the Rainbow" is a ballad composed by Harold Arlen with lyrics by Yip Harburg. It was written for the 1939 film The Wizard of Oz and was sung by actress Judy Garland in her starring role as Dorothy Gale. It won the Academy Award for Best Original Song and became Garland's signature song.
This is a spontaneous jazzy version of the classics.
Somewhere over the rainbow, way up high
There's a land that I heard of once in a lullaby
Oh, somewhere over the rainbow skies are blue
Clouds high over the rainbow, makes all your dreams come true, ooh
Someday I'll wish upon a star
Wake up where the clouds are far behind me
Where trouble melts like lemon drops
High above the chimney top
That's where you'll find me, oh
Somewhere over the rainbow, blue birds fly
Birds fly over the rainbow
Why, oh why can't I? I
I see trees of green and red roses too
I'll watch then bloom just for me and you
And I think to myself
Oh, what a wonderful world
I see skies of blue, clouds of white
The brightness of day, the dark, say goodnight
And I think to myself
Oh, what a wonderful world
The colors of the rainbow so pretty in the sky
Are also on the faces of people passing by
I see friends shakin' hands saying, "How's it? How you?"
They're really saying, "I love you"
I hear babies cry and I watch them grow
They'll learn much more than we'll know
And I think to myself
Oh, what a wonderful world
I think to myself, yes
What a wonderful world
I think to myself, yeah
What a wonderful world
there's a rainbow 在 Cakes with Faces Youtube 的精選貼文
A round-up of cute, rainbow sweets and snacks you can only get in Harajuku, the home of kawaii in Tokyo, Japan. Including animal-shaped ice creams, rainbow cheese toasties, tornado potatoes and more!
**SUPPORT MY KICKSTARTER: https://www.kickstarter.com/projects/cakeswithfaces/your-guide-to-japan
Harajuku is the home of alternative, kawaii fashion in Tokyo. All the places I visited are along Takeshita Street, which is the main shopping street, or in side roads off it. They're all quite easy to find - rainbow snacks don't blend into the background! We tried half-metre-long tornado potatoes and rainbow cheese toast at Rainbow Sweets Harajuku, and spotted lots more: rainbow candy floss at Totti Candy Factory, lightbulb soda, poop ice cream, cute animal gelato, rainbow roll ice cream and Harajuku's traditional treats: delicious crepes! At the end of the video there's my theory about why there are so many cute snacks now, and what it tells us about how things are changing.
***SUBSCRIBE for new Japan videos every week on Thursday.
*** CAKES WITH FACES MERCH:
https://www.cakeswithfaces.co.uk
https://www.etsy.com/shop/cakeswithfaces (worldwide shipping)
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Music created with Jukedeck: http://jukedeck.com
#harajuku #tokyo #japan
there's a rainbow 在 HauMin皓敏 Youtube 的最佳貼文
#練歌記錄:唱過了梁靜茹的《彩虹》,這次cover了Kacey Musgraves的《Rainbow》...
喜歡彩虹,但平時太難看到彩虹了,那就來唱/聽彩虹的歌吧~ 一樣溫暖和療癒
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《Rainbow》
Songwriters: Shane L McAnally / Kacey Lee Musgraves / Natalie Hemby
When it rain it pours but you didn't even notice
It ain't rainin' anymore, it's hard to breathe when all you know is
The struggle of staying above, the rising water line
Well the sky has finally opened, the rain and wind stopped blowin'
But you're stuck out in the same ol‘ storm again
You hold tight to your umbrella, but darlin' I'm just tryin' to tell ya
That there's always been a rainbow hangin' over your head
If you could see what I see, you'd be blinded by the colours
Yellow, red and orange and green, and at least a million others
So tie up the boat, take off your coat and take a look around
'Cause the sky has finally opened, the rain and wind stopped blown'
But you're stuck out in the same ol’ storm again
You hold tight to your umbrella, well darlin' I'm just tryin' to tell ya
That there's always been a rainbow hangin' over your head
Oh tie up your boat, take off your coat and take a look around
Everything is alright now
'Cause the sky has finally opened, the rain and wind stopped blowin'
But you're stuck out in the same ol‘ storm again
Let go of your umbrella, ’cause darlin' I'm just tryin' to tell ya
That there's always been a rainbow hangin' over your head
Yeah there's always been a rainbow hangin' over your head
It will all be alright
#cover #kaceymusgraves #rainbow #不是專業練歌記錄 #彩虹 #MinCover