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Sunday 6-7pm
#叱咤903 #malimalihome
一起看見每一個行為，不是表達愛的，就是想得到愛。
it’s just an action to call for love.
看見是第一步，也是很重要的一步。
P.S. 多謝同學呢份禮物，非常有意思，現在天天陪伴我做每一個諮詢。
#zerolimit
#零極限
#身心靈
#healing
#spirituality
#awakening
#覺察
#personalgrowth
#麻利
#商業二台
麻利 malisheep
🌻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.
【work from home diary 01】#謝謝天下雜誌贈書
#讓客戶主動推薦你 #推播 #互動 #有規模的銷售 #銷售天王社群時代的銷售定律
各位親，今天是我work from home的第一天，我好不習慣啊～～～好想要抱著人講話（欸等等，講話就講話，抱什麼抱），只有我一個人的小套房，我今天講了兩通 con-call，都是發自內心的愉悅啊～～～
我真的是一個群居動物啊～（吶喊）
還好，下班了我就正常了（欸，為什麼？因為我本來下班就一個人待在房間啊哈哈哈哈哈哈）
說到這個，我是一個就算一個人待在房間寫文章，也會戴起耳機聽音樂的人，這是戴耳機是一個儀式感，跟幾個人以及在哪裡沒有關係。
好的，廢話了這麼多，可以來寫讀書心得了。
上週收到了天下雜誌寄來的書 【讓95%的顧客主動推薦你】，為什麼我會閱讀，喔因為他是一本寫業務的書啊哈哈哈哈哈哈哈，而且，我意外發現，他超適合在疫情的時候看。
為什麼呢？
① 文字超級激勵的
② 書中不斷強調 #你需要讓你的客戶在網路上可以找到你，omg，這不就是正適合疫情嗎？當人們無法近距離接觸，我們就是靠google
③ 翻開任何一頁，都會有源源不絕的靈感。
我查詢了這本書在amazon的本名，叫做：Jeffrey Gitomer's 21.5 Unbreakable Laws of Selling: Proven Actions You Must Take to Make Easier, Faster, Bigger Sales....Now and Forever
你瞧瞧這個書名：
Unbreakable
You Must Take
Now and Forever
完完全全就是一個業務的口吻，而且，是一個可以激勵人心的業務會有的用詞，如果你看過麥當勞的傳記(The Founder)你也會對克洛克的激勵人心的口吻有同樣的感覺。
這本書我摺了非常多的頁，我該怎麼說這本書呢？
我覺得這是一本生在現代的書，非常適合現代的你，而且，雖然被翻成中文，但還是可以感受到作者的的那種振振有詞的聲音。
我覺得真的是一本非常適合你心情低落的時候，就拿起來看得書。比如說我隨便翻一頁，真的隨便翻一頁：
標題是「#後續追蹤需要自信」----P.94
你看看，說的多好啊！多少人做第二次的追蹤的時候，就直接縮起來了（很像一直烏龜就躲在殼裡面，小小聲的說話XDDD）
他還寫「#透過提供有價值的資訊保持聯繫」。
「不論你拜訪誰，對方都希望知道產業新趨勢和新事物」----P.95
「有自信的解說產品是一種挑戰」----P.95
短短兩頁，就這麼多的金句。
真的是只有當過業務的人，才知道，我們需要永遠隨時追趕流行（明明我就是一個不追逐潮流的人），要永遠知道第一線的新聞（不然為什麼要讀華爾街日報XDDD）。
永遠都要練習如何條理分明而且有意識的解說產品。
好，我再隨便翻一頁。
「#讓我看到價值我就會給你訂單。」----P.109
「#持續提供有價值的事物」----P.107
「這些有價值的元素不要只提供一次，持續才是關鍵。我每週題為顧客提供有價值的情報，透過每週的專欄與電子郵件寄送的電子週報《銷售咖啡因》來帶給顧客價值。」----P.107
是的，作者也寫電子報。
自從我開始寫作、開始寫電子報之後，我幾乎都要相信全世界都應該要長期規律且有內容地經營電子報了。
我這裡不會分享他的21.5條鐵則，我想，你可以自己去翻書，我想談談我的邏輯，以及我自己的call to action是什麼。
首先，我覺得你再看這類型的書籍的時候，你可以有兩個時間軸：
1. 可不可以用在現在
2. 可不可以為10年後加分
如果沒有1，那至少可以是2。
很多行動，不會馬上產生作用，而是，在一段時候之後，你才會知道為什麼要持續累積這麼多的行動。
如果是10年後，那我想要引用這本書我很喜歡的一句話：
「專家可以分為三種：專家、世界級專家、和獨一無二的世界級專家。想要成功，要達到目標，你至少要成為世界級專家。」----P.254
我想，如果做任何事情，你都想著10年後的話，現在你會計較更少的利益，而看更多的未來，對嗎？
我最喜歡也是覺得終於寫出我的心聲的是他說：
#終於不是隨便翻一頁的了XD
「不要提出要求，要去博取顧客的主動推薦。」----P.244
#主動博取 的意思是，讓客戶感受到你的價值，讓你的行動前後一致得到推薦，讓你的回應速度得到推薦，而不是靠你的「要求」。
事實上，當你提出要求的時候，80%的客戶是不開心的，或是覺得被冒犯，但是他們不會說。
為什麼？
因為 #推薦是種風險，代表著你的客戶 #願意冒著破壞他與某人關係的風險，因此，這是彌足珍貴的，這不是靠要求可以求來的。
對，本書是希望你做了之後讓顧客主動推薦你，而這樣的推薦，卻不是你涎著臉求來的，是客戶心甘情願的。
這本書我摺頁的地方太多了，多到我不知道我要如何寫，但是我想到，這本書非常適合一天讀一條，然後21天之後讀完，我們就又更level up了。
call to action意思 在 一個好的CTA 應該發揮引導作用，清楚地呼籲顧客去採取某些 ... 的推薦與評價
什麼是CTA？ CTA 翻譯成中文就是「呼籲字句」。顧名思義，一個好的CTA 應該發揮引導作用 ... ... <看更多>