🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
同時也有7部Youtube影片,追蹤數超過740的網紅Sherry Go Sharing,也在其Youtube影片中提到,Now you can try it too, price is affordable and shop with this coupon 5% OFF (HEALTHY1), shop at https://shp.ee/gvpqe3y. This coupon will expired by 3...
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well established company 在 FOOD Facebook 的最佳解答
Home is the starting place of love, hope and dreams 😍🏡😍
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Due to the recent Movement Control Order, many home owners feel that they need a better home for comfort and happiness. Aiming to make every home owner’s dream come true with an affordable price, IDW Design & Build (IDW) has launched their first book IDW Design Collection in 2021.
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A well trusted established interior designer brand, IDW was established in 2007 by founders Lokman Hakim and Rabiatul Adawiyah. The company designs and builds every home area to look luxurious in all of their project execution.
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This book showcases 200 exclusive designs with different elements and styles on how to renovate each corner in the house. Complete with detail drawing, 3D design and concept references, IDW Design Collection is the best source of inspiration in building your dream home!!
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The 1st "Plug & Play" interior design book in Malaysia is now selling at RM397 in conjunction with the Hari Raya promotion. For more info, kindly visit their website at idw.design/idw-collection-design.
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@idw.design
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well established company 在 Facebook 的最佳貼文
2 nights ago, she almost slept through the night. Only woke up once at 2am. And then the next time was 6am. It was as close as through the night since she was born.
When i woke up at 8am, i was feeling so good about myself. I felt like i could conquer the world! With her night routine more or less established, i thought, it's time to start her on the day routine. I mean, if i could get the night right, I just need to replicate the same method for the day, then all will be perfect right?
N-O. NO!!
I tried to put her on a routine that day. Not only did she not follow it well (obviously not happening on Day 1), the night routine was in a mess too bcos she had slept too much that day. It completely backfired. She woke up 5 times that night. I cant remember when was the last night i looked in the mirror, but for some reason i did that night. I scared myself! Halloween came early! I couldn't recognise myself. But that thought lingered for only 2 secs before i moved on to what's more urgent at hand - a hysterical baby.
After all that hysterical crying, she drank in all abt 5mins before falling asleep again. Up for the 5th time that night, severely tired and bruised from the suckling, i lost patience. I know i shouldn't, but i got angry w her. I didn't scold her or do anything physical, but i was angry w her. I just couldn't wait to get it over and done w. I didn't enjoy her company and i wished that night didnt happen!
When i woke up the next morning. I felt sucky. I kept going back to that emotion. I kept questioning, Why did i get that upset with my own child? Then i realized, it was bcos i had expectations. I expected things to happen a certain way. Then i got disappointed when it didnt go according to my plan. Through this, Ive learnt a lesson. I need to soldier on with no expectations; It's a journey, it's an adventure. I should stay excited, stay curious and just go with the flow. Some days/nights are just tougher, then just survive and glad that we will always make it out alive.
We can do this, Mothers!
#throwback #sheilalovesherlife #motherhood #breastfeed #babywoolala #ssfoodforthoughts #SSmotherhoodjourney #11daysold
well established company 在 Sherry Go Sharing Youtube 的最佳貼文
Now you can try it too, price is affordable and shop with this coupon 5% OFF (HEALTHY1), shop at https://shp.ee/gvpqe3y. This coupon will expired by 30 June 2021.
Sharing with you, nice taste, crispy texture Sea Grapes. The Sea grapes, or green caviar is a kind of seaweed that grows underwater along the islands of Okinawa, Japanese. Sea grapes in Okinawa have been farmed for hundreds of years and are known as a staple of the food culture of the prefecture. Acknowledging the health benefits of Sea Grapes and the ideal weather for sea grapes of Khanh Hoa Coastal Province, the owner of Tri Tin brought the Okinawan sea grapes to Vietnam from 1997 and use Japanese technology to cultivate and distribute sea grapes back to Japan and many countries like USA, Australia, Taiwan, Korea, Singapore, France, Germany.
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Established in 2002 in Nha Trang, Vietnam, TRI TIN is proud to be home to the largest sea grape farming area in Vietnam and to be the first company to meet the international standards of hygiene and food safety of sea grape.
The commitment to the motto "Quality is our first priority" is the reason why Tri Tin’s sea grapes products are always highly appreciated by domestic and international clients.
✅ CERTIFICATION: Halal, the International HACCP Certificate of Australia (about food safety), Level A Certificate of the facility.
The sea grapes, it is nice taste, crispy texture and fresh aroma of the ocean is not the only reason many people like Sea Grapes. Indeed, Sea Grapes is packed with vitamins and minerals such as vitamins A, B, C, K, Iron, Magnesium, Calcium, Zinc, Iodine, EPA, DHA, Fucoidan.
✅ HEALTH BENEFITS:
+ It helps children eat well
+ Generate Beautiful Skin & Silky Hair
+ Strengthen Immune System, Bones & Joints, Eyesight, and Heart.
+ Prevent Goiter, Hypertension & Diabetes, Constipation, and Obesity.
✅ HOW TO USE:
? STEP 1: Soak them into a bowl of clean water in 3 minutes, they will become fresh and tender as the initial state. IF YOU WANT THEM LESS SALTY, YOU CAN SOAK THEM IN CLEAN WATER 2 TO 3 TIMES.
? STEP 2: Take out the sea grapes, soak them in another bowl of clean cold/ice water in 3 minutes to make it fresher and crunchy as fresh sea grapes.
? STEP 3: Take out the sea grapes and eat them immediately because they will shrink back after 30 minutes. You can enjoy them like fruits, make a salad, and cook soup. It tastes very well when dipping in roasted sesame sauce or lime chilly sauce.
WEIGHT: 20 grams/pack (20 grams of dehydrated sea grapes can expand to 80 grams in water).
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@healthypicks.my
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well established company 在 七王 Youtube 的最佳貼文
Truxton is a 1988 vertically scrolling shooter arcade video game originally developed by Toaplan and published in Japan and Europe by Taito, as well in North America by Midway. Set in a future where the Gidans alien race led by Dogurava invaded the fictional planet Borogo, players assume the role of fighter pilot Tatsuo taking control of the Super Fighter ship on a last-ditch effort to overthrow the alien invaders.
Truxton was conceived by Masahiro Yuge during his time working at Toaplan, who wanted to create a scrolling shooter where memorization was its main focus, inheriting previously established ideas from Slap Fight and was developed in conjunction with Hellfire, although work on the project had already started privately during production of Twin Cobra.
Truxton proved to be a commercial success for Toaplan among players in Japanese arcades, earning several awards from Gamest magazine, however it was less successful in western regions and was met with mixed reception from game magazines. The game has since been released on multiple platforms, each one featuring changes and additions compared to the original version. A sequel, Truxton II, was released in 1992 on arcades. The rights to the title are currently owned by Tatsujin, a Japanese company formed by Yuge.
(個人通關498)
well established company 在 CarDebuts Youtube 的最佳解答
การผลิตรถยนต์/ซูเปอร์คาร์ Lamborghini ในโรงงานที่ประเทศอิตาลี หลังจากที่มีการแพร่ระบาดของโคโรน่าไวรัส
อิตาลีเป็นประเทศที่ได้รับผลกระทบ จากโรคระบาดโควิด19 อันดับต้นๆของโลก แต่เรื่องของเศรษฐฏิจ ก็ยังต้องเดินหน้าต่อไป เพื่อไม่ให้เกิดผลกระทบในวงกว้างตามมา ในเรื่องปากท้องของประชาชน และความมั่นคงในด้านเศรษฐกิจของประเทศ Automobili Lamborghini จึงตัดสินใจเดินสายการผลิตรถยนต์ต่อ เมื่อวันที่ 4 พฤษภาคมที่้ผ่านมา
โดยบริษัทมีมาตรการในด้านความปลอดภัย ในเรื่องสุขภาพของพนักงาน ซึ่งภาพที่เราจะได้เห็นต่อไปนี้ นอกจากจะแสดงให้เห็นถึงการผลิต ซูเปอร์คาร์อันดับต้นๆของโลกแล้ว Lamborghini ยังเผยให้เห็นถึงมาตรการต่างๆ ในการป้องกันการแพร่ระบาดของเชื้อไวรัสโคโรน่า ในโรงงานอีกด้วย ซึ่งแน่นอนว่า มันคือสิ่งที่เราไม่เคยเห็นมาก่อนในอดีต Lamborghini จะมีกระบวนการผลิตแบบใหม่ เป็นอย่างไร เราลองไปชมกัน
Sant’Agata Bolognese, 30 April 2020 – Automobili Lamborghini is set to resume its production activities from 4 May, in accordance with the Italian Prime Minister’s decree of 26 April. The Sant-Agata Bolognese company is currently completing all preparatory measures to ensure its people return to work in conditions of maximum safety.
While company activities were temporarily suspended, Lamborghini repurposed some of its departments to produce medical protection masks and visors for St. Orsola Hospital in Bologna, and established a partnership with SIARE Engineering International Group for co-engineering and manufacturing breathing simulators.
The preparation for the 4 May reopening has been the subject of ongoing discussion and definition within the Joint Committee of the Company and Trade Unions on the COVID-19 emergency, set up in the wake of the temporary suspension of company activities on March 13. Over the last weeks, the parties have worked together on a precise safety protocol governing the procedures for returning to work and the equipment to be used in order to ensure the maximum safety of Lamborghini’s workforce, starting with a comprehensive educational campaign.
Stefano Domenicali, Chairman and CEO of Automobili Lamborghini, commented: ”We are ready to restart with great energy, but also with strict protocols for safeguarding what is most precious to us: the safety of our people. This priority is why we were the first Italian automotive company to close and continues to be our guiding principle for a well-reasoned and safe recovery, because we still have not won the battle against COVID-19. We will constantly monitor the contagion’s evolution and be ready to adjust our protocols in accordance with the guidelines provided by the Italian government and the Emilia-Romagna Region, which we would like to thank for their support during this sensitive phase.”
“We continue to nurture the dreams of our fans and customers, and on 7 May, through a virtual launch, we will present a new car in order to complete our model range. We closed the first quarter of 2020 despite the situation with very positive results. From these results we want to secure our swift return to a leadership position, delivering our vehicles once again as soon as our dealers around the world reopen for business.”
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