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🛩Triển lãm Hàng không ở Chicago
Ngày 21/8/2021, Chicago Air and Water Show hàng năm đã được tổ chức tại Chicago, Hoa Kỳ.
Hàng năm có rất nhiều triển lãm hàng không khác nhau được tổ chức trên khắp thế giới.
#Chicago #ChicagoAirandWaterShow #AirandWaterShow #BietlaSHARE
Ảnh: Joel Lerner/Xinhua, Chicago Air and Water Show.
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
西方國家從過去冷戰時期，對俄國的武器研發都會有個「代稱」，例如MiG-31戰機，北約代號「捕狐犬」(Foxhound)，Su-27戰機，北約代號「側衛」(Flanker)，這次出現的俄國新戰機，美國情報部門給了一個代號「尖叫者」(Screamer)，一種惡趣味的名稱
ソフトバンク新サービス発表で出て来た、悪名高いソフトバンクAIR…。そのまま捉えると、docomoのホームルーターサービスに対抗できる気がしないけど。実は神プランになる可能性が1％位ある件ｗ
2021年【9月動画】再生リスト
https://www.youtube.com/playlist?list=PLFDP2qda0w2Z3TrOch0MQQ7Wz66nXwlJM
2021年【9月】YouTubeライブ再生リスト
https://www.youtube.com/playlist?list=PLFDP2qda0w2aMA4bC556kRyDUiLEfDWq-
るるかYouTubeネタ帳
https://rurukasa.hatenablog.com/
Spotifyポッドキャスト配信開始【るるかラジオ(音声コンテンツ))】
https://open.spotify.com/show/0G5Lf0AjG51mhR6y19V3Ps
ApplePodcast（iPhone・Mac使いの方はコチラがおススメ）
https://podcasts.apple.com/jp/podcast/%E3%82%8B%E3%82%8B%E3%81%8B%E3%83%A9%E3%82%B8%E3%82%AA/id1570813294
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メールアドレス（お仕事関係/案件など）
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るるかのnote
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Amazonアソシエイトを利用しています
#ソフトバンクエアー #神プランなるか #Softbank
2021年想買一雙鞋入坑讓自己潮一下嗎？陳冠西經典鞋款價格真的不錯
來介紹給你收藏入手，陳冠希EDISON CHEN, 冠希哥絕對是很多人年輕時的潮流指標, 今天來跟大家聊聊冠希哥所出過的鞋款跟今年2021年發售的復刻
#球鞋 #潮流 #豆皮哥潮流REALTALK
#AIRMAX1XCLOT #CLOTJORDAN #KODCLOT #死亡之吻#clot #死亡之吻 #airmax
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小紅書:豆皮哥
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美國南加州洛杉磯LA的“豆皮哥”兩個公主的爹
現職專長服務於國際貨運 球鞋批發 美國精品批發 收藏品收購
希望透過這個平台跟大家分享
美國潮流文化 時尚 藝術品 收藏品 籃球 球鞋 穿搭 斷捨離 潮流新聞 英文 TESLA BOTTING機器人
＃桃園＃青埔＃書法公園
大園區橫山書法公園暨書法藝術館，位於青埔地區「5-8號陂塘公園」的東北角，大成路二段與大仁路交接處，館區面積約27701平方公尺，為地下1層、地上2層建築物，總樓地板面積2991平方公尺，為台灣第一座由官方經營，以書法藝術為主題的美術館，亦以向民眾收費參觀方式維持營運。
書法藝術館由建築師潘天壹設計，以公園為「硯台」、陂塘為「墨池」的意象發想，將建築外觀以書法篆刻之山型硯石為主體來組構。
基地由左至右以5個方盒子組成，包括展覽空間、館藏空間、教育推廣空間、商業空間、戶外展演場、行政空間及服務性空間等。
初步規劃除定期展出臺灣及國際書法篆刻名家作品外，亦兼具研究調查台灣書法歷史及向大眾推廣之功能，以呈現臺灣豐沛的書畫藝術創作能量。另為深化在地特色，部份展區規劃為大園尖山遺址展示區。
其他空間規劃為文創空間，預計以OT方式委外經營，讓民眾在欣賞文化藝術展覽及館區獨特的陂塘自然美景之餘，能將藝術帶入生活之中，體驗書藝生活美學。
完工後將結合青塘園旁的桃園市立美術館形成藝文廊帶，成為桃園地區休閒新景點和藝文新地標。
書法藝術館為2017年9月開工，預計2019年9月竣工，但由於諸多問題尚待解決，經桃園文化局追加預算改善後，力拼2021年秋季開館。
Dayuan Hengshan Calligraphy Park and Calligraphy Art Museum is located at the northeast corner of "No. 5-8 Pitang Park" in Qingpu District, at the junction of Section 2 of Dacheng Road and Daren Road. The area of the museum area is about 27,701 square meters, and it is 1 underground level. , A two-story building on the ground with a total floor area of 2991 square meters. It is Taiwan’s first officially operated art museum with the theme of calligraphy. It also maintains operations by charging the public for visits.
The Calligraphy Art Museum was designed by the architect Pan Tianyi. The park is the "inkstone" and the Pitang is the "inkstone".
The base consists of 5 square boxes from left to right, including exhibition space, collection space, education promotion space, commercial space, outdoor exhibition space, administrative space and service space.
In addition to regularly exhibiting works by famous Taiwanese and international calligraphy and seal carving masters, the preliminary plan also has the function of researching and investigating the history of Taiwan's calligraphy and promoting it to the public, so as to show Taiwan's abundant calligraphy and calligraphy artistic creation energy. In order to deepen the local characteristics, part of the exhibition area is planned as the Dayuan Jianshan Site Exhibition Area.
The other space is planned as a cultural and creative space, which is expected to be outsourced in OT mode, so that the public can bring art into life and experience the aesthetics of calligraphy and life while enjoying cultural and art exhibitions and the unique natural beauty of Pitang in the museum area.
After completion, it will be combined with the Taoyuan Municipal Art Museum next to Qingtang Garden to form an art gallery belt, which will become a new leisure attraction and a new art and cultural landmark in the Taoyuan area.
The calligraphy art museum started in September 2017 and is expected to be completed in September 2019. However, due to many issues that have yet to be resolved, the Taoyuan Cultural Bureau will strive to open the museum in the fall of 2021 after the additional budget has been improved.
►►►歡迎訂閱梁震明頻道：https://bit.ly/33R0bmf
►►►梁震明臉書粉絲頁：https://www.facebook.com/inkliang/
►►►梁震明痞客邦：http://tom20030208.pixnet.net/blog
►►►梁震明IG：https://www.instagram.com/liang_chenming_art/
【梁震明簡歷】
國立台北藝術大學美術創作研究所畢業。
曾任國立台南藝術大學藝術史系及東海大學美術學系講師。
個展12次，國內外聯展30餘次。
作品曾在香港蘇富比、羅芙奧及沐春堂拍賣成交。
著作「墨色的真相」與「台灣寺廟龍柱造型之研究」獲國立編譯館出版刊行。
現為羲之堂代理之專職水墨畫家。
「山水畫家的藝術」頻道推薦播放清單：
梁震明水墨作品賞析：https://youtube.com/playlist?list=PL5EQF72_a8UD9nXm38PQcabEIbffxyp-h
梁震明水墨創作介紹：https://youtube.com/playlist?list=PL5EQF72_a8UATfktfF0G6o3zCLipJvc-n
水墨藝術材料介紹：https://youtube.com/playlist?list=PL5EQF72_a8UDs1alttOymTOkXl3IhRW04
紓壓療癒輕音樂空拍影片：https://youtube.com/playlist?list=PL5EQF72_a8UCrrHknKxWuwRy8UIh6EnUQ
台灣海景空拍影片分享：https://youtube.com/playlist?list=PL5EQF72_a8UD471Ieo4YaalS5yvbDAIyu
4K畫質空拍影片分享：https://youtube.com/playlist?list=PL5EQF72_a8UD72YQD4vgRR9NaI-brI-4Q
桃園青埔特區記錄：https://youtube.com/playlist?list=PL5EQF72_a8UBSI3tWDXsgQUuzgKzRSGxY
新北景點空拍：https://youtube.com/playlist?list=PL5EQF72_a8UAfbQybqr__G4cLGrtVugsl
桃園景點空拍：https://youtube.com/playlist?list=PL5EQF72_a8UBweKa4jfWGZW39J9ASipD7
新竹景點空拍：https://youtube.com/playlist?list=PL5EQF72_a8UAk7e3AvAuU6IWQsbvn49e6
宜蘭景點空拍：https://youtube.com/playlist?list=PL5EQF72_a8UCnNCun9gC5UM3In0ztXDG_
#DJI #dronefootage #dronevideo #dronephotography #dronestagram #drones #fpv #djiglobal #photography #pro #aerialphotography #dronepilot #travel #nature #dronefly #fpvfreestyle #quadcopter #dronevideo
air show 2021 在 Brisbane Airshow - Home | Facebook 的推薦與評價
Simply Allow Your Ticket to Automatically Roll to 2022 and You'll be In the Draw! Prizes will be drawn on the 15th October 2021. Would rather get a 100% fee ... ... <看更多>