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.
同時也有16部Youtube影片,追蹤數超過2萬的網紅生かし屋 IKASHIYA CULINARY ART,也在其Youtube影片中提到,濃厚美味しい本格ティラミスの作り方 本格的な感じで作りますが、簡単お手軽な作り方も紹介しています 市販のビスケットでインスタントコーヒーを使い、卵黄なしでも作れますのでぜひ~ 【材料】 サヴォイアルディ(市販のビスケットで代用可) ・卵黄 2個 ・グラニュー糖(卵黄用) 15g ・卵白 2個 ...
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cap and a half 在 AppWorks Facebook 的最佳貼文
Interview with A Founder: Conor McLaughlin (Co-founder of 99.co)
By David Wu (AppWorks Associate)
Conor McLaughlin was previously the Co-founder and CTO of 99.co, the real estate marketplace in Singapore and Indonesia. He spent six and a half years at the startup, whose backers include Sequoia Capital, 500 Startups, and Facebook co-founder Eduardo Saverin, helping to grow it into a $100 million company. As a member of AppWorks Accelerator #21, he is currently working on his next big project, a yet-to-be-named language learning startup.
【What advice do you have for first-time founders?】
First, you need to decide: do I want to run a sprint or a marathon? For a sprint, you may be open to acquisition from the beginning, delay non-startup aspects of your life, give yourself two years where you drop everything to test an idea, choose to raise more money earlier on and thus be more diluted, or do anything else that implies a shorter time horizon. Typically 1-5 years - this can lead to a major boon in a short period of time if executed well. If you decide you are in the sprinting business, you will most likely be pushed toward binary outcomes because of how many investors and employees you have on your cap table. As a first-time founder, you need to be clear with yourself on what you are willing to put on the line. As Reid Hoffman says, it’s like jumping off a cliff and building a plane on the way down… hopefully you build a plane in time.
If you are running a marathon, you are deciding that your competitive advantage is consistency over intensity. You are in this for 10, 15 years. With this time horizon, you will realize you need ways to metabolize stress and maintain emotional, spiritual, and mental health. You need to maintain relationships with friends, family, and romantic partners. When you are looking at this 10 year period, you realize the people around you can only put up with so much. Unfortunately, while work is something people can generally bounce back from, there are many things in life where you cannot - an example is your relationship with your partner. If you’re going to run a marathon, you need to be clear with yourself about what time you have for other aspects of your life and what time you have for your company. Eventually you need to learn what the right speed is where you can run as long as possible. It’s amazing how often it is that those people that keep going, assuming you have chosen the right problem to solve, eventually find daylight. Part of that is just lasting long enough.
Second, you need to revisit and continually ask yourself: should I still be running a sprint or a marathon? Circumstances change. Maybe you sprinted for the first two years to secure interesting results and funding; now it's time to transition to a marathon and clean up the life debt a bit. Or inversely, maybe you're finally leaving the trough of sorrow and it's time to sprint for a bit. Most founders will be in a long distance race with periodic sprinting. From my observation, founders most often stop because of two reasons: They either A) run out of money or B) run out of energy. There’s plenty of advice out there for scenario A (hint: don’t). But in my experience, scenario B is far more pernicious and dangerous to would-be successful founders. If you are in a marathon but fail to pace yourself and run it like one long sprint, you are unlikely to make it to the end.
Much founder advice speaks to this: Don’t let your startup make you fat. Exercise 5-10% of the time. Pick up a hobby outside of your startup. Go home for holidays. All of it leads back to one thing: You need to take care of yourself. Because injury will be far worse for your progress than being a little slower. “Slow is smooth, smooth is fast”, as the US Navy Seals say. This is surprisingly difficult advice for intrinsically motivated founders to follow, because in the event of failure, it makes them vulnerable to the thought, “Well, you didn’t work hard enough.” But for those that already have the hustle, your job is to avoid the moment of epiphany where you look in the mirror and think, “This isn’t worth it.”
All founders will have to sacrifice some things. The point is to not sacrifice everything. It will make you more resilient. Not less. It will give you the space to see situations more objectively and make better decisions. And most importantly, it will let you love what you do because it will remind you that the work isn’t just in service of yourself, it’s in the service of others. I do not think you can judge hard work over a day, or even a year, but I do think you can judge hard work over 5-10 years. Hard work is not just about the next 1-2 months. There will be times when you need to run as fast as possible, but if that is happening all the time you are probably not being smart about the situation. So don’t hurt yourself, be consistent, keep disciplined, and keep going.
Lastly, focus on your metaskills. Public speaking, reading, writing - skills applied in every aspect of your life. Generally what they reflect is learning how to think better. As a founder you need to think about - how can I think more clearly, be more creative, rigorous, analytical? As Warren Buffett and others have said: I have never seen a successful person that did not read as often as they could. Actual books and long form scare a lot of people. That’s your competitive advantage. Read blog posts from smart people, follow smart people on Twitter, listen to podcasts. Always be focused on how you can develop yourself to think better. Fostering the habit of improving your thinking will foster discipline in yourself. And discipline will let you turn that rigorous thinking into action.
【I imagine running the “race” has been especially tough this year. How have you gotten through 2020?】
I have leaned on routine and community. I’ve spent a lot of time trying to foster discipline in myself. I make my bed every morning, meditate every morning, make sure that I go to the gym 3-4 times a week. There’s so much uncertainty in both the world and the entrepreneurial space. Keeping certain things consistent gives me a spine to my life that I can fall back on. If I’m not feeling well, my discipline takes over and I’ll go to the gym. That helps me relieve stress - falling back to routine and having some mainstays of consistency and structure.
And community - it’s been the big mental health zeitgeist of this year. Everyone is recognizing that without the people around us, our mental health diminishes. Joining AppWorks was very intentional so I could surround myself with like-minded people who could question me, hold me accountable, and inspire me. And also just forming personal connections where I felt that I was still taking care of my mental health by connecting with others. Being a founder is an incredibly lonely journey. In the early days, there’s not a lot of people around. Later, when you do hire lots of people, you need to be the boss, the leader - for certain things, you can’t tell the employees everything, and even if you do, there will always be a bit of distance. You need people to relate to - people want to be seen for who they are, and appreciated for what they give. When you are a founder, sometimes it’s hard to feel that you are seen. So I intentionally put myself in situations where I can be inspired, be held accountable, and more importantly connect with others, and feel that I’m not alone. And that me and my co-founders are part of a communal journey with those around us.
【When you talk about how to run the race, I get the sense that you’re drawing from previous experiences and, perhaps, mistakes. What are the mistakes you’ve made in your founder journey and the takeaways?】
I think you could take a calendar, point to a random week, and we could list out all the mistakes from that week (laughs). I do subscribe to Steve Jobs’ philosophy: mistakes will happen, but mistakes happening means we are making decisions. Not making decisions is perhaps the biggest mistake. It’s often the reason for frustration, loss of speed, loss of momentum - so many of the issues you encounter in startups. Not making enough mistakes is probably the #1 mistake that I’ve made.
Second, going back to my advice to first-time founders, is not understanding what game I’m playing. Not understanding that all the money in the world is not going to be worth it if your spouse or partner decides to leave you because you have relegated them to a second-class citizen in your life. I think I forgot that at points. There is more to life than just the company.
Third, be careful about who you choose to work with. At minimum, if you’re doing a standard 8-9 hours at the office five times a week, that’s a lot of time with those people. You want to like the people that you work with - you want to know they’re high integrity, you want to respect their values, and you want to have common values. Choosing the right people that give you energy rather than take it away just makes running the marathon so much easier.
【We welcome all AI, Blockchain, or Southeast Asia founders to join AppWorks Accelerator: https://bit.ly/3r4lLR8 】
cap and a half 在 Resepi Mutiara HATI Facebook 的最佳貼文
Pisang Nangka nama diberi
Balik kampung xsah kalau xmasak 2
🍌 Sira pisang
🍌 Pengat pisang
🍌 Goreng Pisang* Hari ni xsempat masak grg pisang
Resepi Sira Pisang
1. Pisang dibelah 2 setiap 1 (seikat pisang)
2. Gula kasar 2 sudu
3. Secubit garam halus
4. Daun pandan
5. Air setengah cawan
6. Bunga cengkih 2-3 kuntum
7. Warna kuning sikit
8. Masak dgn api perlahan selama 10 minit
9. Balik2 pisang xbagi hangit bahagian bawah
10. Siap, terus hidang. Makan panas2👍
Resepi Pengat Pisang
1. Air panas coway/elken/cuccoo 2 cawan
2. Santan cap kara/ayam 1 kotak kecil
3. Gula melaka (nisse kampung) 2-3 gelung
4. Serbuk kopi separuh sudu kecil
5. Masukkan pisang yg dipotong 3
6. Secubit garam halus
7. Daun pandan
8. Masak selama 10 minit
9. Siap, terus hidang Dan makan panas2 teramatlah sedap😋
Jackfruit banana name given
Going back to hometown not sure if I don't cook 2
🍌 Broken banana
🍌 It's enough banana
🍌 Fried Banana * Today I can't cook banana fried
Banana Broken Recipe
1. Banana split 2 every 1 (a bundle of bananas)
2. rough sugar 2 spoon
3. Pinch of fine salt
4. Pandan leaves
5. Water half a cup
6. cloves 2-3 kuntum
7. Colors are a bit yellow
8. Cooking with slow fire for 10 minutes
9. Balik2 bananas can't be burned down the bottom
10. Ready, keep serving. Eat panas2👍
Bananas Stuff Recipe
1. Hot water coway / elken / cuccoo 2 cup
2. Coconut milk cap kara / chicken 1 small box
3. Melaka sugar (village nisse) 2-3 loop
4. Coffee powder half small spoon
5. Insert banana cut 3
6. Pinch of fine salt
7. Pandan leaves
8. Cooking for 10 minutes
9. Finished, keep serving and eating hot, it's delicious 😋Translated
cap and a half 在 生かし屋 IKASHIYA CULINARY ART Youtube 的最佳貼文
濃厚美味しい本格ティラミスの作り方
本格的な感じで作りますが、簡単お手軽な作り方も紹介しています
市販のビスケットでインスタントコーヒーを使い、卵黄なしでも作れますのでぜひ~
【材料】
サヴォイアルディ(市販のビスケットで代用可)
・卵黄 2個
・グラニュー糖(卵黄用) 15g
・卵白 2個
・グラニュー糖(卵白用) 30g
・薄力粉 50g
・粉糖 適量
ザバイオーネ
・卵黄 2個
・グラニュー糖 25g
・マルサラ酒(甘口) 40g
(ラム酒やアマレットなど他の洋酒でもOK)
ザバイオーネ・クリーム
・マスカルポーネチーズ 200g
・グラニュー糖 50g
・ホワイトチョコ(お好み) 20g
・ザバイオーネ 全量
・マルサラ酒 お好みの量
・生クリーム 150g
エスプレッソ液
・エスプレッソ(濃いめのインスタントやドリップコーヒーで代用可)
・グラニュー糖 お好みの量
・マルサラ酒 お好みの量
仕上げ
・ココアパウダーやコーヒーパウダー 適量
【準備】
・粉糖、薄力粉はふるって使う
・オーブンを180℃に予熱する
・クリームを作る少し前にマスカルポーネを常温に出しておく
【作り方】
1. 【サヴォイアルディ/180℃に予熱】ボウルに卵黄2個・グラニュー糖15gを泡立て器ですり混ぜる
2. 別のボウルに卵白2個を入れて白っぽくなるまで泡だて、グラニュー糖30gのうち半分を入れて泡立てる
3. ツヤが出てきたら残りのグラニュー糖を加え、角が立つまで泡立てメレンゲを作る
4. 卵黄の方にメレンゲの半量を入れてざっと馴染むまで混ぜ、薄力粉50gをふるい入れる
5. ヘラに持ち替えて粉っぽさが無くなる直前くらいまでさっくり切り混ぜ、残りのメレンゲを加える
6. あまり泡を潰さないように切り混ぜ、なめらかに混ざったら丸口金をつけた絞り袋に入れる
7. オーブン用シートを敷いた天板に棒状に絞り出し、粉糖を全体にふるいかけ、消えた頃にもう1回粉糖をふるいかける
8. 180℃に予熱したオーブンで20~25分を目安に、軽く色づくまで焼いて冷ましておく
9. 【ザバイオーネ】ボウルに卵黄2個・グラニュー糖25g・マルサラ酒40gを合わせて混ぜる
10. 鍋で加熱した沸騰しないくらいのお湯で湯煎にかけ、混ぜながら70℃程度まで温める(より殺菌を意識するなら80℃)
11. 温度が上がると泡が消えとろみつく、湯煎から外し好みでふんわり泡立ててもOK
12. 【ザバイオーネ・クリーム】ボウルにマスカルポーネチーズ200gをほぐし、グラニュー糖50gをすり混ぜる
13. 溶かしたホワイトチョコ20g・ザバイオーネをなめらかに混ぜ、好みでマルサラ酒も加え混ぜる
14. 生クリーム150gを軽く角が立つまで泡だて、↑に半量ずつ加えてなめらかに切り混ぜる
15. 【エスプレッソ液】エスプレッソor濃い目に作ったコーヒーに、好みでグラニュー糖・マルサラ酒を混ぜておく
16. 【仕上げ】容器にサヴォイアルディ(ビスケット)を敷き、エスプレッソ液を染み込ませる(もしくは染み込ませてから容器に入れる)
17. ザバイオーネ・クリームを入れて均し、エスプレッソ液を染み込ませたサヴォイアルディ→ザバイオーネ・クリームと重ねていく
18. 冷蔵庫で冷やし固め、仕上げにココアパウダーやコーヒーパウダーをふるいかけて出来上がり
--------------------------------------------------------------------------
▼サブチャンネル(料理実験チャンネル)
https://www.youtube.com/channel/UCqIW0OHh8k2np5ZNz3wz8sg
▼ブログ
http://www.ikashiya.com/
▼Twitter
https://twitter.com/sakihirocl
▼Instagram
https://www.instagram.com/sakiyamahiroshi/
--------------------------------------------------------------------------
↓using translation software.
[Ingredients]
Savoie Ardi (store-bought biscuits can be substituted)
・Two egg yolks
・Granulated sugar (for the egg yolk) 15 g
・Egg whites 2 pieces
・Granulated sugar (for egg whites) 30 g
・Cake flour 50 g
・Powdered sugar as needed
Zabaione
・Two egg yolks
・Granulated sugar 25 g
・Marusara Sake (sweet) 40 g
(You can also use other foreign liquors such as rum or amaretto.)
Sabaione Cream
・Mascarpone cheese 200 g
・Granulated sugar 50 g
・White chocolate (optional) 20 g
・Sabaione total amount
・Marsala Sake, as much as you like
・Heavy cream 150 g
espresso solution
・Espresso (strong instant or drip coffee can be substituted)
・Granulated sugar as much as you like
・Marsala Sake, as much as you like
Finish
・Appropriate amount of cocoa powder or coffee powder
[How to make]
1. [Savoie Hardy/Preheat to 180 °C] Mix 2 egg yolks and 15 g of granulated sugar with a whisk.
2. Add 2 egg whites in a different bowl and whip it until it becomes whitish. Add half of 30 g of granulated sugar and whip it.
3. Add the rest of the granulated sugar when it glazes. Whip it until it peaks to make a meringue.
4. Add half of the meringue to the egg yolk and mix it until it blends in. Sift in 50 g of weak flour.
5. Switch to a spatula and lightly mix it until the powdery feel is gone. Add the rest of the meringue.
6. Mix it so it doesn't crush the bubbles too much. Add it in a piping bag with a round cap when it mixes smoothly.
7. Squeeze it out into a stick shape on a baking sheet covered with baking paper. Sift the powdered sugar entirely. Sift it once again when it disappears.
8.Bake it in the oven preheated to 180 °C for around 20 to 25 minutes until it lightly browns then let it cool.
9. [The Baione] Mix 2 egg yolks, 25 g of granulated sugar, and 40 g of marsala sake in a bowl.
10. Boil it in hot water heated in a pot until it doesn't boil. Warm it to around 70 °C as you mix it (80 °C if you want to sterilize more).
11. The bubbles will disappear and thicken when the temperature rises. You can remove it from the hot water and whip it softly if you'd like.
12. [The Baione Cream] Loosen 200 g of mascarpone cheese in a bowl and mix in 50 g of granulated sugar.
13. Mix 20 g of melted white chocolate and zabaione smoothly. Add marsala sake if you'd like and mix it.
14. Whisk 150 g of whipped cream until it lightly forms peaks. Add half of it at a time to ↑ and mix it smoothly.
15. [Espresso liquid] Mix granulated sugar and marsala sake to your liking with espresso or strong coffee.
16. [Finish] Lay out the savoie aldi (biscuit) in the container and let it soak in the espresso liquid (or let it soak then put it in the container).
17. Add the Xabione cream and flatten it. Layer it with Savoiardi soaked with espresso then Xabione cream.
18. Chill it in the fridge to harden it. Finish it off by sifting cocoa powder or coffee powder and it will be complete.
cap and a half 在 Sarah Tang Youtube 的最佳解答
天哦!香港UNIQLO真的比英國平很多....
在家已經第40多天..
還是要注意一下自己的外表...生活還是要過吧。
轉季了,為大家帶來UNIQLO的春夏新裝!!褲,外套,連身裙,Tee..什麼都有
希望你喜歡??
1.Women Relaxed Fit Trench Coat:
香港賣得好平啊.........好唔公平....
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000008294
2.Women Linen Cotton Blend Shirt Jacket
香港網頁找不到@@
3.Women JW Anderson Tiered Sleeveless Dress
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010031
4.Women JW Anderson Tiered Skirt
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010013
5.Women JW Anderson Trucker Jacket
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010007
6.Women JW Anderson Longline Long Sleeved Shirt
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010017
7.Women Uniqlo U Ribbed Crew Neck Jumper
香港網頁找不到...
8.Women 3D Knit Cotton V Neck Pleated Half
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009130
9.Women Uniqlo U Short Sleeved Polo Shirt
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10.WOMEN UNIQLO U SLIM FIT TAPERED ANKLE LE
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009456
11.Women Uniqlo U Parachute Trousers
香港網頁找不到...
12.WOMEN UNIQLO U WIDE FIT CURVED TROUSERS
香港網頁找不到...
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000005705
13.Women Linen Cotton Blend Relaxed Fit Short
香港網頁找不到...試試牛仔版吧
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009337
14.Women Uniqlo U Cotton Twill Tucked Trous
香港網頁找不到...
15.Women Short Sleeved Long Bra Dress
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009917
16.Women Waffle Sleeveless Longline Bra Dress
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010404
17.WOMEN UNIQLO U CREW NECK SHORT SLEEVED
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009639
18.UV Protection Hat
香港網頁找不到
19.UV Protection Twill Cap
香港網頁找不到
20.Men Uniqlo U BLOCKTECH Bum Bag
香港網頁找不到
21.WOMEN RAYON REGULAR COLLAR LONG SLEEVED BLOUSE
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000008063
22.Women JW Anderson Linen Blend Striped Gather
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010030
23.Women Linen Blend Jumpsuit
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009845
24.Women Linen Blend A-Line Sleeveless Dress
香港網頁找不到..試試這個也不錯
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000009628
25.Women JW Anderson Wrap Skirt
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010015
26.Women JW Anderson Tucked Flared Skirt
https://www.uniqlo.com.hk/pc/en_GB/product-detail.html?productCode=u0000000010014
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♡If you like the video, please like and subscribe♡
More about me | 關於Sarah
Instagram: https://www.instagram.com/sarah_tang/
Email: Tangwaiwahhh@gmail.com
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Filming | 拍攝
Canon M6
cap and a half 在 Tasty Japan Youtube 的最佳貼文
トロピカルチャーシュー♪
材料
8人分
チャーシュー
豚バラ肉 680g
塩 60g
砂糖 大さじ2
黒コショウ 小さじ1
スターアニス 1個
にんにく 2片
ベイリーフ 3枚
しょうゆ 80 ml
りんご酢 大さじ2
水 1900ml
アドボソース
水 80ml
しょうゆ 240 ml
砂糖 大さじ2
サラダ油 大さじ2
ベイリーフパウダー 小さじ½
挽きたての黒コショウ 小さじ1 ½
にんにく 3片
ココナッツ酢 80ml
ココナッツミルク 160ml
油(揚げる用)
盛り付け
ポーチドエッグ 4個
挽いた四川胡椒の実 4つまみ
青ネギ 小さじ2(青い部分のみをスライス)
揚げにんにくスライス 小さじ2
コリアンダー 小さじ4
ジャスミンライス(炊いてあるもの)
作り方
オーブンは160˚Cに予熱しておく。
豚バラ肉を半分に切り、オーブン対応の鍋に入れる。
大きなボウルに塩、砂糖、黒コショウ、スターアニス、にんにく、ベイリーフ、しょうゆ、りんご酢、水を入れて混ぜ合わせる。塩と砂糖が溶けるまで混ぜる。
豚バラ肉に(3)をかける。豚バラ肉をクッキングシートで覆い、さらにアルミホイルを上から重ねて鍋をしっかりと覆う。豚肉が柔らかくなって崩れない程度になるまで、2~2時間半ほどオーブンで焼く。
豚バラ肉を煮汁から取り出し、天板の上に置いたワイヤーラックに移し、冷蔵庫で一晩冷やす。
アドボソースを作る。中鍋に水、しょうゆ、砂糖、サラダ油、ベイリーフパウダー、黒コショウ、にんにく、ココナッツ酢、ココナッツミルクを入れて火にかける。15~20分ほど煮る。ソースを火からおろし、準備が整うまでおいておく。
豚バラ肉を冷蔵庫から取り出し、それぞれ半分に切る(一つが約140gほど)。豚肉の脂の部分に、肉の部分に到達したら止まるようにして、1cmの切り込みを入れる。
大きな鍋に油を半量入れ、190℃になるまで加熱する。
皮がパリッとし、中心部に火が通るまで豚バラ肉を約8分揚げる。
(7)で入れた切り込みのところで豚肉をスライスする。
器の底にアドボソースを入れる。その上に豚バラ肉を乗せ、ポーチドエッグ、四川唐辛子、ネギ、揚げたにんにくスライス、コリアンダーを飾り、ジャスミンライスを添えて、完成!
Ingredients
for 8 servings
BRAISED PORK BELLY
1 ½ lb whole skin-on pork belly(680 g)
¼ cup kosher salt(60 g)
2 tablespoons sugar
1 teaspoon ground black pepper
1 pod star anise
2 cloves garlic
3 bay leaves
⅓ cup soy sauce(80 mL)
2 tablespoons apple cider vinegar
½ gal water(1.9 kg)
ADOBO SAUCE
⅓ cup water(80 mL)
1 cup soy sauce(240 mL)
2 tablespoons sugar
2 tablespoons canola oil
½ teaspoon bay leaf powder
1 ½ teaspoons freshly ground black pepper
3 cloves garlic
⅓ cup coconut vinegar(80 mL)
⅔ cup full-fat coconut milk(160 mL)
oil, for frying
ASSEMBLY
4 poached eggs
4 pinches ground szechuan peppercorn
2 teaspoons scallion, thinly sliced, green parts only
2 teaspoons garlic, fried
4 teaspoons fresh cilantro
jasmine rice, cooked
Preparation
Preheat the oven to 325˚F (160˚C).
Cut the pork belly in half crosswise and place in a Dutch oven or large oven-safe pot.
In a large bowl, combine the salt, sugar, pepper, star anise, garlic, bay leaves, soy sauce, apple cider vinegar, and water. Whisk until the salt and sugar have dissolved.
Pour the braising liquid over the pork belly. Cover the pork belly with a sheet of parchment paper, then tightly cover the pot with a sheet of aluminum foil. Bake for 2-2½ hours, until the pork is tender but not falling apart.
Remove the pork belly from the braising liquid and transfer to a wire rack set over a baking sheet. Chill uncovered in the refrigerator overnight.
Make the adobo sauce: In a medium saucepan over low heat, combine the water, soy sauce, sugar, canola oil, bay leaf powder, black pepper, garlic, coconut vinegar, and coconut milk. Simmer for 15-20 minutes. Remove the sauce from the heat and reserve until ready to use.
Remove the pork belly from the refrigerator and cut it into approximately 8 5-ounce (140 g) pieces. Score the pork by slicing through the fat cap, stopping once you reach the meat, in ½-inch (1 cm) sections.
Fill a large pot halfway with the oil and heat until it reaches 375˚F (190˚C).
Fry the pork belly until the skin is crispy and the center is hot, about 8 minutes.
Slice the pork belly between the scores.
To serve, ladle some adobo sauce on the bottom of a serving bowl. Arrange a portion of pork belly on top and garnish with a poached egg, Szechuan pepper, scallions, fried garlic, and cilantro. Serve with Jasmine rice alongside.
Enjoy!
#TastyJapan #レシピ
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