🌻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88部Youtube影片,追蹤數超過2萬的網紅watanabe chan,也在其Youtube影片中提到,帰ってきてすぐカバンの中身動画を撮ってみました。 最近はガチャでゲットした物を使っていこ〜と思ってたらこんな事に・・・ キャラの大渋滞でわっちゃわちゃ(汗)でも自分の好きなものがつまってるから良いかな〜・・・ ちなみに帰ってきてすぐ鍵(キーケース)は所定の位置に置いてしまったので登場してません...
what's goods 在 陳皓雲 Howard Facebook 的最佳貼文
Spring comes, and my shopping mood is blooming again! Just enjoyed a magnificent shows with an array of talented performers today in K11 Musea.
Let's get some changes in your wardrobe! And don't forget to discover the shopping rewards as you explore this season's most stylish goods!
Wanna check out for more details on what's happening in K11 Musea? Here you go:
https://www.k11musea.com/happenings/future-muses/
#k11musea #futuremuses
what's goods 在 Food of Hong Kong by Epicurushongkong Facebook 的精選貼文
『The Peninsula Hotel 半島酒店』Hong Kong 年糕 Niangao rice cakes. Also Yuzu & Ginger pudding 柚子薑汁糕 😍😋
What's always amazing about the Peninsula Boutique goods is that, they normally include a quality Pu Erh tea 普洱茶葉 tin, perfect for Gifting. The heritage of this comes from their Michelin 🌟 Tea House & Restaurant upstairs ~ Spring Moon 嘉麟樓
what's goods 在 watanabe chan Youtube 的最佳解答
帰ってきてすぐカバンの中身動画を撮ってみました。
最近はガチャでゲットした物を使っていこ〜と思ってたらこんな事に・・・
キャラの大渋滞でわっちゃわちゃ(汗)でも自分の好きなものがつまってるから良いかな〜・・・
ちなみに帰ってきてすぐ鍵(キーケース)は所定の位置に置いてしまったので登場してません。あとアップルウォッチも出かける時の必需品なのですが、暑くて帰ってきてすぐ外してしまったので登場してません・・・(後から気づきました😂)
<目次>
00:00 オープニング
00:23 100枚レターブック
00:47 カバン紹介
01:38 中身紹介
01:43 AirPods
02:06 携帯扇風機
02:53 巾着ポーチ
04:15 除菌グッズ
04:58 エコバッグ
05:29 ティッシュケース
06:02 財布
06:25 携帯
06:42 ハンカチ
07:45 カバンの中身の全体像
08:04 荷物を元に戻す
冒頭に紹介した osamu goods の「100枚レターブック」はめっちゃ可愛くて中身をお見せしたかったのですが、一応、本なのでお見せしていいのか判断がつきませんでした。
公式様が丁寧な動画にされていたので、中身が気になった方は是非見てみて下さいね!やばやばです!
https://youtu.be/2i8wZlw6ybA
〜 関連動画 〜
◉カバンの中身(2021年6月)
https://youtu.be/-wGQQju3PJQ
#鞄の中身#osamugoods#ガチャガチャ
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◉ Twitter
https://twitter.com/watanabechance
◉ Instagram
https://www.instagram.com/fnb_oomk/
what's goods 在 ゆべしのくらし Youtube 的精選貼文
こんにちはゆべしです*.゚
今日は私の最新ver.夏のバッグの中身を
たくさん紹介した動画です!
日焼け対策アイテムから
最近よく褒められるマスクetc.盛りだくさん
少しでもみんなの参考になれたら嬉しいです🌷
【バッグの中身】
BonBon Store おりたたみ傘
https://www.beams.co.jp/item/beamsplanets/fashiongoods/69667001918/?color=79
http://bonbonstore.jp/?mode=grp&gid=2074908&sort=n
https://www.iroma.jp/fs/iroma/c/bl-m-matureha 帽子
グログランリボンペーパーブレードボックスハット mbox-101
https://www.iroma.jp/fs/iroma/bl-m-matureha/mbox-101-matureha
イルビゾンテ 財布
https://www.ilbisonte.jp/shop/onlinestore/item/view/shop_product_id/1479/color_id/285
片面クリアケース 120×190mm・ホワイトグレー
https://www.muji.com/jp/ja/store/cmdty/detail/4550002553210
マスキングテープ
https://item.rakuten.co.jp/bunguya/kingjim-0055/?scid=wi_ichi_iphoneapp_item_share
血色マスク カラー→ハニー
https://item.rakuten.co.jp/weiwei/bwmc1_nt/
生地屋さんのマスク
https://loft.omni7.jp/detail/4952070677803?recomParam=lo-detail-item-jiku-history-rec
鹿児島 睦さん ハンカチ
https://favor-shop.co/?pid=91730143
ナチュラルキッチン マスクケース
https://nkandselect.shop-pro.jp/?pid=156867136
https://tukimi.theshop.jp/ さん ミラー 巾着
https://tukimi.theshop.jp/items/21923236
ANKER モバイルバッテリー
https://www.ankerjapan.com/products/a1621
エアポッツケース
https://moa-official.com/items/5fc0aa9f8a45720e5c711b42
Sourire adorable インド刺繍 巾着
https://sooourire.theshop.jp/items/45654645?utm_source=IGShopping&utm_medium=Social
COCUU UVスプレー
https://www.safety-co.jp/brand/cocuu/
ワンダーハニー 爽快!クールハンドスプレー
https://www.vecua-honey.com/product/ve-51749/
nahrin ハーブオイル33+7 ロールオン 10ml
https://www.cosmekitchen-webstore.jp/Form/Product/ProductDetail.aspx?shop=0&pid=4582366731973&utm_source=gsf&utm_medium=organic&gclid=Cj0KCQjw6NmHBhD2ARIsAI3hrM3CbYGVDpE2y74ijUWCqQBLLMrmxgj-G3CPriAvr1Pef4NJQPc6j3kaAgGzEALw_wcB
KATE リップモンスター 04 パンプキンワイン
https://www.nomorerules.net/pickup/lip_monster/
MARKS &WEB シート 15枚入り
https://www.marksandweb.com/store/g/gBMBS101/
スメリー エコバッグ ベージュ
https://zozo.jp/shop/urbanresearch/goods-sale/53053538/?did=88079929&utm_source=google&utm_medium=cpc&utm_campaign=2006_PLA
KIRIN ムーギー
https://www.kirin.co.jp/softdrink/moogy/
バッグ
https://zozo.jp/?c=gr&did=70655777
https://www.letratokyo.jp/?utm_source=google&utm_medium=cpc&utm_campaign=letra&gclid=CjwKCAjw87SHBhBiEiwAukSeUQXKn1HBWcgSrdtUKRdqRhhBEfjEs10Rkjf4mFWrfDpFUNlXBG_QgBoCSyEQAvD_BwE
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わたしのSNSたち
◽︎instagram : https://www.instagram.com/yubeshi._.photo
◎毎日21時からライブ配信してます
◽︎twitter : https://twitter.com/@Chan_Chan_yuuu
◽︎tiktok : https://vt.tiktok.com/ZSJaer32H/
✉お仕事依頼はこちらにお願いします
yubeshi@kospro.jp
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what's goods 在 MIYAVI Youtube 的精選貼文
6/20 世界難民の日にオンライン配信された100万人のキャンドルナイトxUNHCR Will2Live2021に出演した時の模様をお届け!
----- Web -----
▼ MIYAVI Official
http://myv382tokyo.com/
▼ Instagram
https://www.instagram.com/miyavi_ishihara/
▼ Twitter
https://twitter.com/MIYAVI_OFFICIAL
▼ Music Shop
https://store.universal-music.co.jp/artist/miyavi/
▼ Goods
https://miyavishop.thebase.in/
----- What's MIYAVI -----
アーティスト / ギタリスト
エレクトリックギターをピックを使わずに全て指で弾くという独自の“スラップ奏法”でギタリストとして世界中から注目を集め、これまでに約30カ国350公演以上のライブと共に、8度のワールドツアーを成功させている。
昨年7月には3年ぶりのオリジナルアルバム『NO SLEEP TILL TOKYO』を全世界で発売。発売日にはドジャースタジアムで行われた大リーグ始球式での国歌演奏で観客を魅了し、日本、アメリカにて話題騒然となった。
アンジェリーナ・ジョリー監督映画「Unbroken」(2016年日本公開)では俳優としてハリウッドデビューも果たした他、国内では「BLEACH」「ギャングース」、国外では「コングー髑髏島の巨神」「マレフィセント2」(2019年10月日米同時公開)への出演、モデルとして、Yohji Yamamoto, Y-3、最近では、Moncler BEYOND ワールドワイドキャンペーンに抜擢されるなど、各方面でも注目を集めている。
映画『Mission: Impossible ‒Rogue Nation』日本版テーマソングのアレンジ制作、HONDA コマーシャル楽曲、SMAPへの楽曲提供をはじめ様々なアーティスト作品へ参加するなど、国内外のアーティスト/クリエイターから高い評価を受けている。2017年にはUNHCR大使に就任。
常に世界に向けて挑戦を続ける“サムライ・ギタリスト”であり、ワールドワイドに活躍する今後最も期待のおける日本人アーティストの一人である。
----- Information -----
企画・制作:ALPHABOAT
https://www.alpha-boat.com/
制作協力:WONDER&CLOCKS/ワンクロ
https://www.wonder-clocks.com/
お問い合わせ
ab-pr@alpha-boat.com