🌻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1部Youtube影片,追蹤數超過2萬的網紅クレイユーキーズKureiYuki's,也在其Youtube影片中提到,TikTokで配信された24時間番組のRUNWAY動画企画の総集編の動画! 大成功で幕を閉じた「TikTok OTODAMA 24時間LIVE」 ぬくもりのバトンを繋いだ24時間のフィナーレ動画!!!!! *楽曲はLONG VER.になります。 RUNWAY Download & Streamin...
「break even意思」的推薦目錄:
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- 關於break even意思 在 吳文遠 Avery Ng Facebook 的精選貼文
- 關於break even意思 在 賈文青德仔 Facebook 的最佳貼文
- 關於break even意思 在 クレイユーキーズKureiYuki's Youtube 的最佳解答
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break even意思 在 吳文遠 Avery Ng Facebook 的精選貼文
【616 兩百萬人遊行之排名不分先後左右】
Never Say Never!
"It always seems impossible until it's done. "
616大遊行基本上是破了香港的歷史紀錄,我懷疑有機會甚至可能刷新了世界紀錄,在一個七百萬人的小都會中,居然有二百萬人上街遊行,不分左中右政見一同上街,去反對林鄭月娥這個政府!
「二百萬人根本就是普通香港人,是不分藍黃左中右」
各位要記著,可能兩年之後的現在,那些藍絲、KOL正在不斷洗板,不斷篡改歷史,將整件事情扭曲,以黑暴污名化,但大家要記著兩年前的6 月16日,是兩百萬香港人和平上街,而在那兩百萬人中,有很多人在投票是投給工聯會、民建聯,屬於傳統界定為藍絲和建制派的人,又或是重來也不問世事的人,但是當時他們為什麼也要上街,就是要求林鄭月娥撤回送中條例,啊,不對,林鄭月娥在6月16日前已經暫援了送中條例,暫援了送中條例都還有200萬人上街,這代表他們是在反對林鄭月娥這個政權,和反對香港警察在六月時所施行的警察暴力,所以他們才會全部湧出來!
有很多機會讓林鄭月娥和香港人溝通,可以改善香港、改革香港,無論她認錯或不認錯都好,她總會有方法能挽救整個香港,若然林鄭月娥仍是真的愛香港的說。可是林鄭月娥這個八婆卻包拗頸,反過來還恐怕香港未夠撕裂,她其後一直鼓勵警察暴力,不自我檢討,不聆聽市民訴求,最終引發了一連抗爭行動,甚至更大的群眾運動。
其實,我們香港人是否有可能再創紀錄,甚至破埋二百萬人的數字,大家可能會灰心,甚至乎覺得沒可能啦,亞哥,尤其是現在有國安法,民陣申請遊行又不獲淮,香港人顧著移民,我們的人又都全坐了監,但各位,我加入了社民連這麼久,大家都知我是比較天真的,就是 Never Say Never,就像我背上的文字, 是曼德拉的名句,It always seems impossible until it's done. 意思是事情永遠在成功前總像是沒可能實踐,其實616 就是最佳例子!
無論點都好,我相信一個獨裁政權是不會千秋萬世,我今天在監獄裡面,已經在鍛鍊自己身體,正在不斷做運動,在監獄中雖然食物很難入口,但是卻很清淡,再配合我增加了的運動量,這樣會使我更加長命😎
我好快會出來和大家見面,我而家應承住你先,我放監出來時應該會有返六嚿腹肌的!💪🏻
—————————
【616 Two Million March: A March of People from all across the Political Spectrum】
The 616 march is basically a record-breaking event in Hong Kong's history, and I suspect it may have even set a world record, as 2 million people took to the streets in a small city of 7 million, despite the fact that Carrie Lam still remains a stubborn bxtch.
I was really moved by the 2 million people who took to the streets to oppose Carrie Lam's government, regardless of their political views. Perhaps now, 2 years after this march, these 'blue ribbons' and KOLs are now constantly whitewashing and falsifying history, distorting the whole incident and stigmatising it with black violence. However, we must remember that out of those two million people who went on the march, many of them voted for the FTU and the DAB, many of them are people who are traditionally defined as 'blue', many of them are members of the pro-establishment camp, and many of them were those who do not care about the world, but why did they take to the streets too? Did they want the withdrawal of the Extradition Bill? Nope. Carrie Lam has already withdrawn the Bill before the 16th, and 2 million people still decided to take to the streets, and this means they were against the regime, and they are in opposition to the police brutality that they witnessed in June.
These 2 million people were just ordinary Hong Kong people, regardless of blue, yellow, left, centre or right. There were many opportunities for Mrs Lam to communicate with Hong Kong people, to improve and reform Hong Kong, and whether she admitted her mistakes or not, there was always a way for her to save Hong Kong as a whole. However, Carrie Lam, has been so stubborn that she is afraid that Hong Kong is not torn apart enough. She has been turning a blind eye to police violence, not reviewing herself and not listening to people's demands, which eventually led to a series of protests and even a bigger mass movement.
In fact, today, we may be discouraged as to whether Hong Kong people can set another record, or even break the record of 2 million people, especially when there is a national security law and that the pro-democracy camp has been denied permission to demonstrate. A lot of Hong Kong people are thinking about migrating, and a lot of us are in jail. I've been in LSD for quite some time, and everyone knows I've always remained hopeful (some might say I’m naive). Never say never, and as what the back of my T shirt says, “It always seems impossible until it's done.” (A famous quote from Mandela) In fact, June 16 is the perfect example!
I believe that a dictatorship will not last forever. I am in prison today, but I am already exercising. Prison food is not exactly pleasant, it's blend, but exercising with this diet, I'm gonna live longer! 😎
I'll be out soon, and I promise I’ll be back with 6 packs. 💪🏻
———————————
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break even意思 在 賈文青德仔 Facebook 的最佳貼文
1993年,我已經高二,對我來說熟悉的旋律越來越多,尤其是舞曲,很多首都是歌名沒聽過、歌手沒聽過,但副歌一出來就會不禁大叫:「啊啊啊是這首啊啊啊啊!!!」
1992年底,電影《The Bodyguard(終極保鑣)》上映,女主角Whitney Houston在電影原聲帶中唱了好幾首歌,其中有三首歌在1993年的年終單曲榜進到前50名,它們分別是第30名《I Have Nothing》、第39名《I'm Every Woman》…
以及當然的第1名《I Will Always Love You》。
這首Dolly Parton原唱,Whitney Houston翻唱的抒情歌曲,蟬聯了14週告示牌單曲榜冠軍,是史上第二名;單曲賣破460萬張,是史上女歌手第一。而這張專輯拿到Grammy Awards最佳專輯獎,賣出4500萬張,是史上銷量最高的電影原聲帶。
這首歌大家已經很熟了,我只想跟大家說,請不要再在婚禮上播,或是點這首歌給你的另一半了,這首歌的歌詞是在講:「我要把你甩了,再見,好啦好啦我會永遠愛你啦掰!」
專輯裡其他歌手演唱的歌曲也很好聽,我就是在這張專輯第一次聽到氣若游絲的Aaron Neville唱他跟Kenny G合作的Even If My Heart Would Break,我很喜歡:
https://youtu.be/_VRzULYsJ_c
另外,前陣子看到這段Snoop Dogg嗆新生代饒舌歌手的影片:
http://forgetfulbc.blogspot.com/2017/08/snoop.html
正好這年年終單曲榜的第11名是Dr. Dre featuring Snoop Dogg的《Nothin' But a G Thang》,就仔細聽了一下。感想是真的很不同,以前的饒舌音樂比較以饒舌歌手為主軸出發,唸詞的節奏、語氣與音調都很有個人特色,但現在饒舌歌手的人聲比較像是一種樂器,只是編曲的一部份。我覺得這樣的世代差異象徵著饒舌音樂在本質上的改變,很有意思。
#對對這是2017年底的貼文內容但我懶得改
break even意思 在 クレイユーキーズKureiYuki's Youtube 的最佳解答
TikTokで配信された24時間番組のRUNWAY動画企画の総集編の動画!
大成功で幕を閉じた「TikTok OTODAMA 24時間LIVE」
ぬくもりのバトンを繋いだ24時間のフィナーレ動画!!!!!
*楽曲はLONG VER.になります。
RUNWAY
Download & Streaming : https://big-up.style/GSzoUwsSaU
クレイユーキーズのセカンドシングル。「RUNWAY」は、クレイ勇輝、Kafu Sato、杉本雄治(WEAVER)、真船勝博、小笠原拓海、Martin Johnson(OAU)が参加し、女性ヴォーカリストで登美丘高等学校ダンス部元キャプテンの伊原六花を迎え、前作「世界から音が消えた日 with DAZBEE」とは違ったダンサブルなLO-FI HIPHOPチューンとなっている。ファーストシングルとセカンドシングルの色が全然違う変幻自在感もクレイユーキーズを追いかける一つの楽しみになりそうだ。
KureiYuki’s
- a.k.a. Avengers-ish Band -
It has been over 4years since Yuki Kurei's break up with his preveous band "Kimaguren".
For people who are not aware of this band...
There first major album made No.1 on the chart,
and have been on the most famous Japanese TV show NHK Kouhaku in 2008.
They have played with many top Japanese bands as well Jason Mraz, BOY II MEN and more!
"KureiYuki’s" is Yuki's new band that he put together 4 years ago.
This a.k.a. avengers-ish band, is named this way because of the members involved.
The bands core members include Yuki Kurei from ex.Kimaguren, Kafu Sato known for writing “Arekara” by AI-Hibari Misora from NHK Kouhaku 2019, and OKP-STAR from ex.Aqua Timez.
Other than the core members, all sorts of musicians from different bands have joined!
Such as yui from Flower Flower, Martin Johnson from OAU, Yuji Sugimoto from WEAVER and so forth.
One of the things the fans look forward to, is the variety of the musicians that join each gig.
Welcome to the KureiYuki's community!
作曲 Kafu Sato/クレイ勇輝
作詞 クレイ勇輝
編曲 クレイユーキーズ
Follow クレイユーキーズ
https://www.instagram.com/kimaguren_kurei/
https://twitter.com/KIMAKUREI
https://www.youtube.com/channel/UCgzm0S0RzcALIYgifn9PUDQ
『RUNWAY』
Italy、France、Spain、Japan
Cool な街並みI'm a big fan
Ibiza、Venetia、Brazil、Berlin
写真に撮ってcast it in
London、Tokyo もしくはKyoto、
一枚撮ってReal time で投稿
どんなさびれた路地だってちょっと
君が歩けばRUNWAY DE どうぞ
Nanana...
TGC collection
Fashion を繋げるdirection
Can you feel this? Connection
まさにbeauty なビュッフェみたいなaddiction
道、橋、地味でもEASY
Runway は何処でもeven in the city
意思とか意義とか関係ない
ミニでも虹でも歩きなさい
Twitter、Insta、TikTok and all other SNS
フォロワーは人のFACE よりNUMBER に見えるけど私、誰のために、自撮りして、載せて
全て消したたら、私も消えるかな?
MAGIC MAGIC MAGIC IN THE AIR TODAY
君色に染めてよRUNWAY RUNWAY yeah
MAGIC MAGIC PERSONAL INDEPENDENCE DAY
偽らず歩くRUNWAY RUNWAY yeah
Sydney、Paris、Quebec を mix
Boarder なんか関係ないのです
Take you on a trip suppose I guess
South East North or West
Bahama、Tahiti、Hawaii or Thai
Dope なビーチを掘り下げたい
明日の予定なんて気にしない・・・でさ
一緒にバカンスしに行かない?
Twitter、Insta、TikTok and all other SNS
フォロワーがフェイクかどうか分かるはずないけど
私、会った事もない人の好みに寄せて
全て消したら自由になれるのかな
MAGIC MAGIC MAGIC IN THE AIR TODAY
君色に染めてよRUNWAY RUNWAY yeah
MAGIC MAGIC PERSONAL INDEPENDENCE DAY
偽らず歩くRUNWAY RUNWAY yeah
------------------------
RUNWAY動画出演者:
旭空汰
新井遥
石倉ノア
石田桃香
伊原六花
伊吹 &よへさんの二人
岩田華怜
ヴィエンナ
うえのたくと
植村颯太
うじたまい
大西桃香
岡谷柚奈 (703号室)
小栗有以
景井ひな
如月マロン (ジェラードン)
kitakaze
吉川友
Kirari
クレイ勇輝
黒田昊夢
黒峰麗
後藤萌咲
佐藤ノア
SARA/サラ・コールディ
3時のヒロイン
下尾みう
shimamo
しゅんしゅんクリニックP
しらゆき❄️
Zutti Mattia
スクールゾーン
鈴木康介
すみぽん
曽田陵介
DAICHI
田中シングル
谷川菜奈
谷川陽菜
チェンタンソク
ちゆう
土屋怜菜 (れいぽよ)
デニス
得あゆ
那須泰斗
Nami Kawamoto - 川本七海
ナダル (コロコロチキチキペッパーズ)
南部桃伽
西村ヒロチョ
新田さちか
ねお
パークマンサー from 軟式globe
はやたく
パルクール系女子 泉ひかり
はるな愛
ピスタチオ小澤
ひょっこりはん
福山絢水 (あやみん)
BOYS AND MEN 研究生
本田響矢
まあたそ
前田希美
松田悟志
まつり
ミスターヤバタン
ミチ
?南の島のおばーと孫?
宮瀬いと
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break even意思 在 break even 損益平衡,收支打平... - 常春藤英語's post 的推薦與評價
,當這個地方被觸及時,會引起特別的情感反應。 使用時機: 是一個口語化的片語,意思是對某人或某事情情有獨鍾 ,有特別的偏愛或喜愛之情。用來形容某人對某個人 ... ... <看更多>
break even意思 在 Breakeven Point (in sales revenue) 收支平衡點(銷售收入) Cost ... 的推薦與評價
![影片讀取中](/images/youtube.png)
Breakeven Point (in sales revenue) 收支平衡點(銷售收入) Cost Accounting 成本會計Cost-Volumn-Profit (CVP) 本量利分析. ... <看更多>
break even意思 在 Re: [討論] 為何公牛老闆那麼急著重建? - 看板NBA 的推薦與評價
在網路上找到了一篇Jerry Krause的說法
他說明了公牛王朝解體的原因:
0.97-98賽季相較前兩季,球隊效率值下降。
1.Lonely、Pippen的健康狀況堪憂。
2.Rodman已有年紀,而且場外狀況太多,無法專注在球場上。
3.Luv Lonely跟Steve Kerr即將取得自由球員身分,在薪資帽規定下,公牛付不起他們的FA價
4.禪師很早跟球隊講明不想帶重建中球隊,並想在帶完這年後放至少一年的假
看了克胖的說明
覺得制服組要重建球隊也是必然的
Rodman自己在the last dance都說沒有他公牛沒辦法三連霸
其他人都留但少了Rodman可能連東冠都過不
Rodman後來2年在湖人、小牛的場均籃板數還是很好
並沒有如克胖所言因年齡而表現有明顯下滑
但主要還是心不在球場上了
尤其都拿過三連霸了 會影響他的打球動機
而且97-98賽季就已經開始心不在焉了
98-99可能狀況會更多
公牛不留小蟲很合理
Pippen後來去火箭跟拓荒者成績不能說很差
但表現不如公牛時期的他
一來是年齡到了差不多要開始走下玻的時候了
二來是健康狀況讓他回不去過去的巔峰狀態
公牛不想付FA價留奪冠功臣元老是有點無情
但看來也是理性決策
克胖一再提及因為薪資帽規定讓公牛的薪資操作缺乏空間
他雖然沒明講
但我覺得他的意思就是在要付30M以上給喬丹的情形下
在薪資帽規定下還要找齊其他奪冠班底是不可能的任務
除非喬丹自己主動提降薪
但喬丹自尊心那麼強
要他拿了三連霸還降薪他肯定無法接受
之後除了典韋外也沒有頂級球星肯把自己的薪水讓給別人只為奪冠
公牛王朝解體現在來看是必然
https://www.nbcsportschicago.com/nba/chicago-bulls/jerry-krause-explains-why-the-bulls-dynasty-unraveled-in-his-words/361158/
In this final excerpt from Jerry Krause's unfinished and unpublished memoir, the Bulls' general manager pulls back the curtain on the end of the dynasty.
在克胖完成且未出版的回憶錄的最後摘錄中,公牛隊總經理揭開了王朝終結的神秘面紗
“There’s Jerry Krause, the guy who broke up the championship dynasty.”
「克胖是終結公牛王朝的元兇!」
“There’s Jerry Krause, the guy with the huge ego who wanted to build a championship team without Michael Jordan and Phil Jackson, the guy who thought he was more important than the players and coaches.”
「自尊心強的克胖想打造一支沒有禪師及喬丹的冠軍隊,他認為他比球員、教練還重要」
If I’ve heard or seen those quotes a thousand times in different publications and venues throughout America, you can be sure there were thousands of them said to which I wasn’t privy.
克胖表示這些他毫不知情的流言蜚語多到無法勝數
Up until now, as you read this, nobody outside of Jerry Reinsdorf, myself and a few select people in the Bulls organization really knows what happened in the aftermath of winning our sixth world championship in eight years.
只有克胖、大老闆及少數制服組成員真正知道公牛拿到第六冠後發生了什麼事
Did we break up the winning team so that we could satisfy our own egos and win without those players and coaches? Do you really think that people who worked for so many years to win and then win again and again would be dumb enough to let egos get in the way of trying to win again?
我們是否解散了獲勝的球隊,以便在沒有那些球員和教練的情況下滿足我們自己的自我並贏得勝利? 你真的認為那些為了勝利而努力了這麼多年,然後一次又一次地獲勝的人會愚蠢到讓自尊阻礙他們再次獲勝嗎?
Do you think that an organization built with one single purpose, from its chairman on down through the lowest-ranking member of the front office — to win championships — would easily give up that thought?
你認為一個從主席到管理層最低級別的成員都只有一個目標的組織贏得冠軍會輕易放棄這一想法嗎?
During the last championship run in 1998, cracks in the foundation of the teams we’d built began to alarmingly show up at inopportune times. To the adoring public, the age that was showing on Dennis Rodman, the lack of movement by Luc Longley, the slowdown in efficiency after playing over 100 games per year in two of the previous three seasons, was not apparent. The lack of recovery time in the summer, where beaten-up legs could have enough time on (strength and conditioning coach) Al Vermeil’s summer
program to gain back the strength they’d lost in playing far longer than any other team in the league, never struck the fans or the media. The fact that winning titles meant drafting last each year in what at the time were poor draft crops meant nothing. We’d gotten lucky in 1990 in that most NBA people did not think that Toni Kukoc would even come to the NBA, and he’d fallen to early in the second round where we had a pick.
在 1998 年上一次奪冠期間,我們組建的球隊的基礎在不合時宜的時候開始出現令人擔憂的裂縫。 對於崇拜球員的球迷來說,他們看不到丹尼斯·羅德曼的年齡、盧克·朗利缺乏運動能力,以及在經過兩個賽季每年打超過 100 場比賽后,第三個賽季效率值的下降。
夏季缺乏恢復時間從未引起球迷或媒體的注意:受傷的雙腿可以有足夠的時間參加(力量和體能教練)Al Vermeil 的夏季計劃,以恢復他們因比賽時間比聯盟中任何其他球隊長得多而失去的力量,。
事實上,贏得冠軍意味著每年最後一次選秀,而當時的選秀作物歉收,這一事實毫無意義。 1990 年我們很幸運,大多數 NBA 人都沒有想到托尼·庫科奇會來到 NBA,而且他在我們有一個選秀權的第二輪早段就掉下來了。
But to the fans and media, we had Michael Jordan and he could overcome anything. He could play without a center and a power forward for a capped team with little or no flexibility and still win by himself. Or Scottie Pippen, with two operations in the previous two years, could rise to the occasion and win with Michael and a declining supporting cast.
但對於球迷和媒體來說,我們有邁克爾·喬丹,他可以克服任何困難。 他可以在沒有中鋒和大前鋒的情況下為一支幾乎沒有薪資空間的球隊打球,但仍然可以自己獲勝。
或者,斯科蒂·皮蓬(Scottie Pippen)在過去兩年接受了兩次手術,可能會在邁克爾和日漸衰落的支持陣容的幫助下,挺身而出並贏得勝利。
We had the finest coach in the game in Phil Jackson, whom the public did not know didn’t want to coach a rebuilding team and who’d informed us before the season that he wanted to ride off to Montana and take at least a year off.
我們有比賽中最好的教練菲爾·傑克遜,公眾不知道他不想執教一支重建球隊,而且他在賽季前告訴我們他想騎馬去蒙大拿州並至少放一年假。
I’m now going to take you to a place no Bulls outsider has ever been, a meeting in early July 1998. It was attended by Jerry Reinsdorf, myself, (assistant general manager) Jim Stack, Al Vermeil, the team doctors and surgeons, (VP of finance) Irwin Mandel and (assistant to the GM) Karen Stack. Vermeil knew more about the condition of the players’ bodies than even the medical people. He had continually tested them in and out of season during the entire championship run. We had asked then-trainer Chip
Schaefer to submit a written report on the team’s health. Phil had made his decision (to leave) eight months before the meeting.
現在我要帶你們去一個公牛隊局外人從來沒有去過的地方,1998 年 7 月上旬的一次會議。參加會議的有傑里·雷因斯多夫(Jerry Reinsdorf)、我本人、(助理總經理)吉姆·斯塔克(Jim Stack)、(隊醫和外科醫生)艾爾·維爾梅爾(Al Vermeil)、(財務副總裁)Irwin Mandel 和(總經理助理)Karen Stack。
隊醫維梅爾比醫務人員更了解球員的身體狀況。 在整個冠軍爭奪戰中,他在賽季內外不斷地測試球員的健康狀況。
我們要求當時的教練 Chip Schaefer 提交一份關於球隊健康狀況的書面報告。
禪師在會議召開前八個月就做出了(離開)決定。
The first question I asked was how much did people think we could get out of Luc Longley, a free-agent-to-be who we’d had to rest periodically over the last few years because of unstable ankles. Al and the doctors thought he would break down quickly.
我問的第一個問題是,人們認為我們可以從盧克·朗利身上得到多少好處,他是一名准自由球員,過去幾年我們因為腳踝不穩定而不得不定期休息。 艾爾和醫生認為他很快就會崩潰。
Next question: Rodman? Each person in the room was concerned that Dennis’ off-court meanderings had caught up with him, that he was playing on fumes at the end of the season.
下一個問題:羅德曼? 房間裡的每個人都擔心丹尼斯在場外的胡思亂想已經影響到了他,擔心他在賽季結束時表現得很糟糕。
OK. No center, no power forward, very little (cap space) to sign anybody of any quality to replace them. Who defends in the middle if Jordan and Pippen do come back? Who rebounds?
好的。 沒有中鋒,沒有大前鋒,幾乎沒有(薪資空間)來簽下任何有能力的人來替代他們。 如果喬丹和皮蓬復出,誰來防守中路? 誰搶籃板?
We go to Pippen. He’s had two major surgeries in two years, one of them late in the summer to purposely defy our instructions to do it earlier and not miss regular-season time. He wants to rightfully be paid superstar dollars. Is he worth the risk, especially if we can’t find a center and a power forward, and he and Michael have to carry the load for a new coach? I seriously doubt it.
我們來看皮蓬。 他在兩年內接受了兩次大手術,其中一次是在夏末,目的是故意違抗我們提前進行手術的指示,以免錯過常規賽時間。 他希望得到應有的巨星報酬。
我們值得為皮朋冒這個風險嗎,特別是如果我們找不到中鋒和大前鋒,而靠皮朋邁克爾必須為新教頭carry整隻球隊?我嚴重懷疑這一點。
Can Michael continue his greatness without a center, power forward and possibly Pippen? Could Bill Russell, the greatest team player ever, have won without great players around him? No. Michael has said publicly that he will not play for a coach other than Phil. Phil has told us he’s gone. What does Michael do?
在沒有中鋒、大前鋒甚至皮蓬的情況下,喬丹能否繼續他的偉大? 比爾·拉塞爾,有史以來最偉大的團隊球員,如果周圍沒有偉大的球員,他還能獲勝嗎? 不會。邁克爾曾公開表示,他不會為菲爾以外的教練效力。 菲爾告訴我們他走定了。喬丹會做什麼?
The important role players like Steve Kerr and Jud Buechler are free agents who can get more money from other teams than we can give them under the cap rules.
像史蒂夫·科爾和賈德·布希勒這樣的重要角色球員都是自由球員,他們可以從其他球隊那裡得到更多錢,相較於在薪資帽限制下公牛能出的錢。
Could we get Phil to coach without a proven center, power forward, probably Pippen, a basically new bench and crazy expectations that “in Michael we trust” can win without help? Not a chance.
我們能期待禪師去執教一隻沒有經過驗證的中鋒、大前鋒(可能是皮蓬)、一個全新的板凳球員的球隊以及「相信喬丹」的瘋狂期待而繼續贏球?想得美?
Put yourself in our shoes as we walk out of that room. What would you do? Did we break up a dynasty or was the dynasty breaking up of age, natural attrition of NBA players with little time to recuperate and the salary-cap rules that govern the game?
當我們走出那個房間時,請設身處地為我們著想。 你會怎麼辦? 是我們分裂了一個王朝,還是王朝因年齡、NBA球員缺乏恢復時間的自然損耗以及管理比賽的工資帽規則而分裂?
One thing we did do was make sure no information got out of that meeting that could hurt any player’s chances of getting a quality contract. Phoenix gave Longley lifetime security in the form of a five-year deal at huge dollars. Three years later, having been dumped by Phoenix on an unsuspecting Knicks team, Longley was retired in his native country.
我們所做的一件事是確保從這次會議中得到的信息不會損害任何球員獲得優質合同的機會。 太陽隊以五年巨額合同的形式給予朗利終身保障。 三年後,朗利被太陽隊拋棄並被毫無戒心的尼克斯隊拋棄,他最終在他的祖國退役。
Rodman played 35 more games, never able to regain his previous form.
As the summer wore on and players were locked out of the training facilities by the league — that would mean the NBA season would not start until late January — things got even worse. Michael sliced a finger on a cigar cutter that would’ve prevented him from playing an entire season. To his credit, he could have stiffed us and signed a huge contract. But he was honest and we were well informed what the condition of the hand was. He didn’t want to play on a rebuilding team, and he stuck to his word.
羅德曼又打了35場比賽,再也沒有恢復到以前的狀態。
隨著夏天的過去,球員們被聯盟禁止進入訓練設施這意味著 NBA 賽季要到一月下旬才會開始情況變得更糟。 邁克爾被雪茄刀割傷了手指,這讓他無法參加整個賽季的比賽。 值得讚揚的是,他本可以逼迫我們並簽署一份巨額合同。 但他很誠實,我們很清楚這隻手的狀況。 他不想在重建球隊中打球,但他遵守了自己的諾言。
In January, when the league was about to resume and free agents could be signed, Pippen’s agents asked us to do Scottie a favor. By doing a sign-and-trade with Houston, Scottie could get more than $20 million more than he could by just signing a straight-out contract. Jerry and I gave him his going-away present. I called Steve and Jud and told them the situation and to take the first good contract they could because we were not going to bid for them. They deserved it.
There you have it, the truth.
一月份,當聯盟即將恢復並且可以簽下自由球員時,皮蓬的經紀人請我們幫斯科蒂一個忙。 通過與休斯頓火箭隊的先簽後換,斯科蒂可以獲得比直接簽下合同多超過 2000 萬美元的收入。 這是大老闆和我送給他臨別禮物。 我打電話給史蒂夫和賈德,告訴他們情況,並告訴他們可以接受第一份好的合同,因為我們不打算競標他們。 他們應得的。
這就是真相。
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※ 編輯: iphone15 (42.79.161.59 臺灣), 06/24/2023 00:30:02
※ 編輯: iphone15 (42.79.161.59 臺灣), 06/24/2023 00:35:06
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