#民主疫苗 #立陶宛的扶持
好快!今天一早,來自歐洲波羅的海邊,立陶宛的2萬劑疫苗飛抵台灣了!
遠方盛情的守護,帶給台灣人滿滿的感動。立陶宛人口僅有台灣8分之1,卻不怕中共威脅,贈台疫苗的膽識比肩美國、日本。
「愛好自由的朋友應該互相扶持。」立陶宛跟台、美、日同屬民主陣營國家,其贈台的疫苗就是名符其實的「民主疫苗」!
在此吟唱本人所作之拙詩一首,與大家分享,敬請指教。
〈立陶宛贈我疫苗有感〉游錫堃2021.6.27.
地在歐洲波海邊,
古來兩國少因緣。
邦民只我八之一,
膽識堪齊美日肩。
20k vaccine doses timely arrived in Taiwan this morning! They were delivered from the shore of the Baltic Sea in Europe.
This kindness and endorsement from afar deeply moved Taiwan’s people. Lithuania has only one-eighth of Taiwan’s population, and yet dare to defy China, and made a brave move to donate vaccines to Taiwan just as the US and Japan did previously.
“Freedom-loving people should look out for each other” Lithuania belongs to the same democratic alliance as the US, Japan and Taiwan do. The Covid-19 vaccines that they have sent us are well-deserved “#DemocraticVaccines”!
Now I’d like to recite the poem I wrote for this special occasion. Thank you!
By You Si-Kun
27 of June, 2021
Lithuania lying on the shore of the Baltic Sea is far away from Taiwan,
We had only few interchanges.
Only an eighth of our population,
Lithuania shows same mighty courage as the U.S. and Japan.
院長IG這邊去 Instagram:https://pse.is/3lb38t
院長推特這裡看Twitter:https://pse.is/3lctjj
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,...
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去年的崩盤與融斷, 感覺就像才發生過一樣, 沒想到已經一年了. 時間真的過的很快. 希望大家一切都好.
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/03/blog-post_17.html
🌻Docusign (DOCU), Crowdstrike (CRWD)財報結果
當初研究這兩家公司, 是把公司的年報看過一遍, 再把公司上市後所發表的財報結果全部看了一遍(doubt if I will do this again). 這樣的舖天蓋地有好有壞: 壞處當然就是很花時間, 但好處就是徹頭徹尾研究過一遍後, 之後就只要看看財報結果就好了, 也比較知道高層的想法. 而每季財報看下來, 其實會發現很多資訊都是重複的. 以後可能慢慢變成用聽的就好了.
(P.S. 大公司(道瓊股這些)其實不太需要做甚麼研究. 時間跟精力比較值得放在陌生or較小型的公司.)
而研究CRWD的時候, 其實也挺怕, 畢竟資安股不是我熟悉的領域. 但有感於資安越來越重要, 所以覺得一定要有突破. 當時也換了一種分析方式來做研究(不專注在科技上, 而是專注在商業模式, 管理層, 還有競爭環境上), 算是實驗性質. 也有懂資安的股友協助. 結果還算令人滿意.
Anyway. 這兩家公司的護城河都算是起來了, 未來應該不會有甚麼大問題出現. 只是目前正值類股輪動時期, 大家就有耐心點. 供參.
如果會擔心公司股價漲不回來, 可以去注意公司的現金流狀態, 或是換到價值股。供參。
https://news.cnyes.com/news/id/461235
DOCU官方財報結果新聞稿:
https://investor.docusign.com/investors/press-releases/press-release-details/2021/DocuSign-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Financial-Results/default.aspx
CRWD官方財報結果新聞稿:
https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2021
🌻了解"文化", 在研究消費性產品, 是很重要的一環. 這也是各地(亞洲, 或是美國)的投資人, 有在那邊的地利之便, 各有其優勢所在.
下面兩段文章, 分別是投資經理人, 對於韓國電商Coupang(CPNG)以及拉丁美洲電商MercadoLibre(MELI), 在當地文化上所做的質化分析:
#CPNG
There’s a pattern here: Homegrown startups in the world’s hottest industry are beating the pants off global giant Amazon.com (AMZN) and Chinese heavyweight Alibaba Group Holding (BABA). Cultural knowledge is prevailing over scale, and Coupang (CPNG) offers some lessons on why. Its next-level delivery network—order before midnight, get it early the next morning—is adapted for a nation of dense population and small refrigerators. “Customers get hooked on ordering a carton of milk or tube of toothpaste,” says Yoojeong Oh, investment director for Korea at Aberdeen Standard Investments.
#MELI
Mercado has distinct advantages over comparable e-commerce players. First, e-commerce penetration in Latin America is a fraction of that in the U.S., roughly around 3%, Gautrey says. Mercado also has built out its warehouse, trucking, and delivery infrastructure—much like Amazon.com (AMZN), but with one key distinction. “Particularly when you go into emerging markets, relying on the nationalized postal infrastructure can mean a delivery takes several days to arrive,” Gautrey says. “Building out your own logistics infrastructure can dramatically improve the consumer experience. And then having that infrastructure also acts as a barrier to entry for [competitors].” The stock is up 178% in the past year, yet Gautrey thinks the market continues to underestimate its potential.
Source: Barron's
圖片: Happy St. Patrick's Day. 美國一年一度的聖派屈克節, 在今天(美國03/17); Barron's去年本周的封面.
圖片來源:
https://www.zazzle.com/happy_st_patricks_day_talking_cat_in_face_mask_holiday_card-256515595609283035?rf
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