🌻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35萬的網紅阿兜仔不教美語,也在其Youtube影片中提到,👉 Facebook➪ http://pics.ee/c7z0 👉 InstaGram ➪ http://pics.ee/1IhQ 👉 虎記商行 ➪ https://www.youtube.com/channel/UCcCtlMtKy1nr1-GUly9ZMxw 👉 虎記商行 ➪ https://w...
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【以下內容只屬個人意見,並非醫療諮詢】
關於香港防疫政策 — My view (part 1)
首先我想帶出一樣我認為香港政府需要學習外國的地方,例如澳洲、台灣和紐西蘭政府,就是停止繼續用paternalistic的意識形態去推行政策和傳遞訊息。
So far真的無見過官員和專家有體諒下防疫了足足一年的香港市民
有幾多人在1月到3月時候政府未封關時,靠自己在世界各地source口罩、搓手液和防疫用品;有幾多人do the right thing留在家中、保持社交距離,即使住在蝸居仍然努力邊照顧小孩邊work/study from home;香港人在過去的一年自動波地盡力防疫,但換來乜嘢?
有時會見到官員和專家用責怪的語氣話市民不戴口罩、不留在家中工作(但明明好多公司都不肯讓打工仔在家中工作);要求政府加大地度用強硬手段去令市民跟隨。
我不知道官員和專家有無觀察過其他國家成功令民眾跟隨public health order的心得,以澳洲為例,人地health department和state premier首先甚少責怪市民,其次會經常鼓勵市民do the right things,日日會見到health department在Facebook page thank the public
Acknowledgement is the key
你無acknowledge市民一路走來的付出,反而成日責怪市民,試問到底點會gur你?不gur你的話,public health政策不會行得遠。
例如每一次爆發時,都總是會譴責市民進行不必要的活動。老老實實,你總不可能期望市民日以繼夜夜以繼日留在家中,娛樂和社交是人生不可或缺的部分。
更加重要的是,每次爆發都是境外傳入,成個疫情已經接近一年了,點解邊境控制到今日都仍然未做好,個culprit在邊境控制,但卻指控市民的社交娛樂活動時,又怎能令人信服?
————————————
第二【市民不相信你的話,政策不會成功】
自疫情爆發至今已近一年,到今日政府推親新措施時都沒有好好地安撫市民和給予足夠解釋和信心。
就如早前袁教授話檢測的樣本3%沒有人類DNA,就應該解釋清楚到底是什麼意思,是有做control所以驗得出是沒有人類DNA還是怎樣。
全民檢測都講了成幾個月,到底點樣檢測、點樣保障市民的DNA私隱、protocol是什麼,到今日仍然無好好解釋,叫市民點信你?
全民檢測(實際上是增加檢測capacity)好多國家都有做,澳洲和紐西蘭便是好例子,單單NSW這個state就做了400萬次測試。
大家都是用同樣方法測試,點解澳洲人不擔心?因為人地是民主體制、政府可信性高、有well established guideline and protocol去保障市民基因私隱,令民眾放心。
但在這一方面,過了幾個月,市民對香港政府的信任仍然接近0
一開始推出政策未完善其實都可以接受,但明知市民咁多憂慮,幾個月都未對症下藥去address,咁你好難可以期望有好好的成效。
————————————
第三 【單純禁食肆晚間堂食做生意意義不明】
雖然大家都知道晚市是最旺的時候,間間餐廳都可以排隊排長龍,動輒都等個半小時先有得食,但這項措施是完全無視了香港兩大特色
1. 長期OT
2. 大部分人住蝸居
禁食肆堂食並不是香港特有,現時防疫做得不錯的澳洲或紐西蘭都有推行,但這些國家不同之處在於「去超市買餸返屋企煮完全無難道」,而他們同時有推行其他措施,例如WFH
更加重要的是,他們的工作時段無香港的長,有足夠時間俾打工仔下班後買餸煮飯,再在舒適的家中煮飯食飯。
香港不少人家中分分鐘連個functional的廚房都無,不少人屋企和工作地方有一段距離,要麼買外賣在路邊食、要麼捱餓返家買外賣、要麼買完等車返屋企等到凍哂。
另外,外國停堂食的重點是停全日,只做外賣,如果你早餐午餐可以堂食,那麼防疫效果一樣很有限。香港餐廳的早餐午餐一樣成地都係人,病毒不會挑選時段才傳播。
————————————
下篇Part 2 會寫寫對污水化驗樣本、強制檢測和個別屋苑需出視檢測證明先可以出出入入的看法。
do the right thing do things right意思 在 鴨頭 嘉人 Facebook 的精選貼文
【もう、人として生きていくことはできない】
昨日、スタートしたクラウドファンディング「西野亮廣×鴨頭嘉人コラボ講演 ~夢とエンタメで世界を変えていこう~」が、プロジェクト立ち上げから7時間44分で、目標金額の2000万円を突破しました。
たくさんのご支援、本当にありがとうございます。
【西野亮廣×鴨頭嘉人】
https://silkhat.yoshimoto.co.jp/projects/2037
知らない方の為に、このプロジェクトの概要をあらためて御説明させていただきます。
こちらは、YouTube講演家の鴨頭嘉人さんとチーム鴨頭の皆さんが仕掛けてくださった、言わば「西野亮廣応援企画」でして……僕と鴨頭さんのコラボ講演を、なんと3週間後に東京国際フォーラムでおこなうのですが、なんとなんと、その収益を全額、映画『えんとつ町のプペル』のチケットの購入代金にあてて、そのチケットを子供達にプレゼントしてくださるというのです。
もう、とんでもない規模の支援なんです。
昨日は丸一日、映画のアフレコ収録がありまして、その合間合間でスマホをチラチラと見ながら、今回のクラファンの動きを追わせていただいたのですが……Twitterのタイムラインを見ると、チーム鴨頭の皆さんが一丸となって、「行け〜!」といった感じで、応援してくださっているんです。
もう一度言いますが、これは自分達の為にやっているわけではなくて、動機は「今回は西野亮廣を勝たせる」の一点なんです。
本当はお一人お一人に会いに行って、キチンを御礼しなきゃいけないところなのですが、映画制作が佳境に入っていて、今はどうしても現場を離れられなくて……なので心の中で「ありがとうございます」と言って、スマホを閉じ、また映画制作に戻りました。
今、チーム鴨頭の皆さんをはじめ、本当にたくさんの人が映画『えんとつ町のプペル』を、そして『西野亮廣』を応援してくださっています。
一度、『♯えんとつ町のプペル』でエゴサーチしてみてください。今、応援の輪が本当に、すごいことになっているので。
昨日もお話ししたのですが、今年は皆大変です。
100年に一度のウイルスに襲われて、僕らは今日も溺れそうになりながら、その乗り越え方を探している。
皆、不安で不安で仕方ないと思うんです。
自分のことでやらなくちゃいけないことがまだまだある。
そんな中、僕の挑戦にその大切な時間を分けてくれて、「西野、頑張れ〜」と言ってくださっている。
本当に本当にありがたいし、罪深いなぁと思っています。
よく、映画制作の現場で、監督が怒鳴り散らしてたりするじゃないですか?
…というか、監督って、なんか怒ってますよね?
前にある椅子を蹴ってるイメージありません(笑)?
僕、身体がナヨナヨしているので、怒鳴ったり、モノに当たったりしても似合わないから、ああいう表現はしないのですが、
あの「怒り」は、すごくよく分かります。
これは、映画に限らず、リーダーと呼ばれる人や、経営者もそうだと思います。
「怒鳴りちらすのは人としてどうなんだ?」という真っ当なご意見もありますが(超わかるよ!)、しかし一方で、リーダーは、この背景、このセリフ、この音楽、このワンシーンを存在させる為に、どれだけの人が動いてくださったか、そして、動いてくださった方々の顔かを常に想像しています。
その人達が、どれだけのものを犠牲にしてくれたかを知っているんです。
僕はありがたいことに「一緒に働きたい」という声をよくいただいて、それこそサロン内で学生インターンを募集すると、毎回、一瞬で数百人の応募がくるんです。
でも、彼らに、よく言うんです。
「その程度の覚悟なら、僕に近寄って来ないでくれ。そのペースで走りたいのであれば、僕の隣なんかよりも、もっともっと居心地の良い場所がある」
僕はあなたの首根っこを掴まえて、「僕の隣で働け」とは絶対に言わないんですね。
「他所でやります」と言われても、一切引きとめない。どうぞどうぞ。
ただ、あなたの意思で、「西野の隣で働く」というのであれば、覚悟は決めて欲しい。
1000時間かけようが、それがツマラナイものであれば、僕は1秒でゴミ箱に捨てます。
恨むのなら、好きなだけ恨んでもらって構いません。
ただし、恨む相手を間違っちゃいけない。
ここは「これだけ頑張ったのに」が通用する世界じゃない。
一番悪いのは、1000時間かけているのにツマラナイものしか作れない自分です。
「恨むなら、自分の弱さを恨め」といったところです。
時々、僕は、見る人が見れば「血も涙もないような判断」をする場合があります。
それこそ、「これ、デモなんですけど」といってあげてきてくださった時に、それが、たとえ完成度でいうと10%程度であろうが、そこには、その人が今回の仕事にかけている想い・姿勢が全部出るじゃないですか。
そこで、流れ作業のようなものを出してこられる方とは、もっというと血の匂いがしない方とは、僕、二度と仕事をしないんです。
もう二度と会わない。
理由は、その人が可愛そうだから。
ここは、そんな人が生きられる世界じゃない。
そして、何より、この背景、このセリフ、この音楽、このワンシーンを存在させる為に、どれだけの人が動いて、どれだけのお金が動いて、どれだけ人が、ここに立ちたくても立てなかったを知っているからです。
応援されればされるほど、現場では人としていられなくなって、鬼みたいになっちゃうんですけど、でも、ここは、そういう世界なので、それでいいと思っています。
この話を聞いて、「上等じゃねぇか」という方がいらっしゃいましたら、株式会社NISHINOのインターンを受けるか、もしくは、ウチの若手社員やインターン生から話を聞いて見てください。
本気でエンタメをやる気があるのであれば、この上ない環境であることは間違いないです。
ただ、「同い年で、せめて日本一ぐらいはとっとけよ。みっともねぇな」という領域での打ち合いになるので、参加されるのであれば、それぐらいの感じでお願いします。
なんじゃかんじゃで、すっかり徹夜になっちゃったのですが、今日はスタートが早くて、これからもうアフレコ収録です。
頑張ってきます。
あなたも頑張って。
▼西野亮廣の最新のエンタメビジネスに関する記事(1記事=2000~3000文字)が毎朝読めるのはオンラインサロン(ほぼメルマガ)はコチラ↓
https://salon.jp/nishino
▼Instagram版はコチラ↓
https://nishino73.thebase.in/items/25497065
[I can't live as a person anymore]
Yesterday, the crowdfunding that started ′′ Ryo Nishino x tsuji head collaboration lecture ~ Let's change the world with dreams and enta ~" but it's been 7 hours and 44 minutes since the project launched, and it's a goal I've breached 2000 yen of the amount.
Thank you so much for all your support.
[ryo nishino x]]
https://silkhat.yoshimoto.co.jp/projects/2037
For those who don't know, I will explain the summary of this project again.
This is the ′′ Nishino Ryo Nishino cheering project ′′ that was planted by the youtube speaker, Mr. Tsuji Chia-San and the team-head...... I'm going to have a collaboration lecture between me and Mr. Tsuji-San, what a 3 In a week, I'm going to go to the Tokyo International Forum, but I'm going to have a good time with the full price of the revenue, and I'm going to have a good time with the purchase of the ticket for the movie ′′ a town ′′ and I'm going to give it to the kids I'm sorry.
It's already a hell of a scale support.
Yesterday was a whole day, and there was a recording of the movie, and I was able to chase the movement of the fan this time while watching the smartphone glimmer in the middle of the day...... when I see the twitter timeline, I feel like I'm going to go to the middle of the day, and I'm going to go to the middle of the day, and I'm rooting for you.
I'll say it again, but this is not for us, but the motive is ′′ this time I'm going to win ryo nishino ′′
I really have to go to see each and every one of you, and I have to thank you for your support, but the movie production is in the the, and now I can't leave the site...... so I'm in my heart So I said ′′ thank you ′′ and closed my smartphone and went back to film production again.
Now, a lot of people are supporting the movie ′′ a town ′′ and ′′ Ryo Nishino ′′ from the team of the team.
Once," try to search ego in ♯ a town," Now the circle of cheering is really going to be amazing.
I talked about it yesterday too, but this year everyone is hard.
Being attacked by a virus once a year, we are going to drown again today, and we are looking for a way to get over it.
I don't think everyone is anxious and anxious.
There are still things I need to do with myself.
In such a way, I'm saying, ′′ go nishino ~" for sharing that precious time in my challenge.
I really really want to be, I think it's sinful.
Isn't the director ranting at the site of the movie production?
... I mean, the director is angry, right?
I don't have an image of kicking a chair in front of me lol?
I don't have an expression because my body is na, so I don't have a good expression because it doesn't suit me if i yell or hit things.
That ′′ anger ′′ is very well understood.
I think this is not limited to movies, people called leaders, and managers.
There is also a fair opinion that ′′ how about ranting as a person?" (I know it! ), but on the other hand, the leader is this background, this line, this music, how many people have moved to exist this scene, and the face of those who have moved. Always I imagine.
I know how many things they have sacrificed.
I'm thankful for the voice of ′′ I want to work with you ′′ and it's a student intern in the salon, and every time I get a few hundred submissions in a moment.
But I often say to them.
′′ don't come near me if you're ready for that extent. If you want to run at that pace, there's a more cozy place than next to me ′′
I'll catch your neck and never say ′′ work next to me,"
Even if you say ′′ I'll do it somewhere else I can't pull it off. Here you go.
I just want you to be prepared if you are ′′ working next to nishino," in your will.
1000 hours, but if it's a dwee, I'll throw it in the trash in 1 seconds.
If you hate it, you can grudge as much as you want.
However, don't wrong the opponent you hate.
This is not the world where ′′ I did my best ′′ is going to pass.
The worst thing is that I can only make a dwee even though it's been 1000 hours.
′′ if you hate it, grudge your weakness
Sometimes I see someone who sees it, ′′ judgement that there is no blood or tears ′′
That's what it's like to say, ′′ this is a demo," it's about 10 % of the completion, but there's the person who is the one who is the one who is the one who is the one who is the one who is the one who Isn't it all about your thoughts?
So, I don't work again if I don't smell the blood more than the people who can put out something like the flow work.
I'll never see you again.
The reason is because the person looks cute.
This is not a world where people like that can live.
And above all, this background, this line, this music, to exist this scene, how many people move, how much money moves, and how many people want to stand here. Stand up Because I know I didn't.
The more you cheer up, the more you can't be a person on the site, the more you're like a demon, but this is a world like that, so i think it's good.
Listen to this story, if you are interested in ′′ good," please take an intern of nishino co ltd. or listen to our young employees and intern students.
If you are seriously motivated by entertainment, there is no doubt that it is an environment that can't be done.
It's just," it's the same age, at least it's about Japan. It's going to be a dǎchi héi in the area of ′′ I don't know what to do, so if you're going to participate, please feel like it.
Well, it's been a long time since I've been in the middle of a long time, but today is the start of the day, and now I'm already recording the recording.
I'll do my best.
Good luck to you too.
▼ an article about the latest entertainment business of ryo nishino (1 articles = 2000 to 3000 characters) can be read every morning online salon (almost mail magazine) is here ↓
https://salon.jp/nishino
▼ Instagram version is here ↓
https://nishino73.thebase.in/items/25497065Translated
do the right thing do things right意思 在 阿兜仔不教美語 Youtube 的最讚貼文
👉 Facebook➪ http://pics.ee/c7z0
👉 InstaGram ➪ http://pics.ee/1IhQ
👉 虎記商行 ➪ https://www.youtube.com/channel/UCcCtlMtKy1nr1-GUly9ZMxw
👉 虎記商行 ➪ https://www.youtube.com/watch?v=wdG5jLLQs2M
【簡介description】
Hi everyone
大家好
I´m Jesús
我是黑素斯
Have you seen my videos?
看過我的影片嗎?
Yesterday when I was meditating
昨天我在冥想的時候
And I have something that needs to tell you
我想到一個需要告訴你的事情
Really, I really need to tell you this
真的,我不得不跟你說
Thank you Taiwan
謝謝台灣
Actually, many people say thank you, but means nothing
其實,很多人說謝謝沒有什麼特別的意思
So I want to explain you
所以我要跟你們解釋
Why do I want to thank Taiwan?
為什麼我要感謝台灣?
Many Taiwanese netizens misunderstood me
很多台灣網友誤會我
Because I often talk about cultural differences
因為我常常討論文化差異
And I won't always say
而且我不會一直說
Taiwan is awesome!
台灣棒棒!
Taiwan is perfect!
台灣完美!
I love Taiwan!
我愛台灣!
This is too fake
這樣太假的啦
However, because I didn’t say that
但是,我沒有這樣說
Some people think I don't like Taiwan
有人覺得我不喜歡台灣
Listen
我告訴你!
You were born in Taiwan just by chance
你們是不小心在台灣出生
Be a resident is my decision
當新住民是我的決定
Who cherishes this country more?
誰比較珍惜這個國家?
Recently I´m travelling a lot
最近常常出差
Last time I went to Shanghai, I found that the life there is tough
上次去上海發現那邊的生活多幸苦
Dear Chinese friends, please
親愛的中國網友,拜託
Don't start to throw shit on me. It's boring. OK?
現在不要開始罵我,很無聊,好不好?
And I don't care
而且我不在乎
Chinese are confident, great!
中國人很有自信,讚!
However, if we don´t talk about problems
但是,沒有討論哪裡問題
problems won´t disappear!
問題也不會不見!
I admire people who can live in Shanghai
我超佩服能夠住在上海的人
That place is too big
那個地方太大了
Everyplace is far away
什麼地方都很遠
They only like new things
全部都要改新的
Hey, only old things have a soul
欸,舊的才會有故事
Is terribly expensive, how can poor people lives there?
貴得要命,窮人怎麼過生活?
Taxi drivers wanna rape me off every day
計程車司機每天都想要騙我的錢
Aunts are very aggressive
那邊的阿姨,很兇
Internet, Internet. . .
網路,互聯網。。。
Wall (VPN) is not easy to pass
牆不好翻
Do not take it wrong, Shanghai also has its beauty
別誤會,上海也有上海的美
After all, my friend and ex-girlfriend are all Shanghainese
畢竟我好朋友,前女友都是上海人
But when I returned to Taiwan, I felt
但是我回來台灣的時候覺得
Very thankfull
充滿了感謝
Thank you for reasonable living expenses
謝謝合理的生活費
Thanks for the convenient internet
感謝方便的網路
Convenient transportation
方便的交通工具
Thank you for Taiwanese cuisine
謝謝台灣的美食
Thanks for Taiwan's security
感謝台灣的安全
But most of all thank you for:
但是最要感謝你們的是:
Taiwan’s human touch
台灣的人情味
Let me live my life here feels great
讓我在這邊過生活很蘇胡
Did you realize about it
有沒有發現
People doesn´ t cherish the everyday life things
我們已經習慣一個東西,就不珍惜?
Right?
是不是?
If there is food at home
家裡有東西吃
You take it for granted
你覺得理所當然
Your boyfriend gives you a macchiato every day
男朋友每天送給你一杯焦糖瑪奇朵
Yout think it is his job
妳覺得是應該的
if he doesn´t, you will complain
沒有送,妳也許會罵她
Actually, there is no such thing as "obviously"
其實,沒有所謂的『理所當然』
I lived in Taiwan for 12 years and got used to everything
住在台灣12年,我什麼都很習慣
So, needs to remind myself
所以,要提醒自己
Cherish the benefits of living in Taiwan
好好珍惜住在台灣的好處
Every day people tell me
每天都有人跟我說
Thank you for loving Taiwan so much
謝謝你那麼愛台灣
do you need thank me for liking Taiwan?
我喜歡台灣需要謝謝嗎?
When I go to the cafe for coffee, the boss won´t say
我去咖啡廳喝咖啡的時候,老闆不會說
Thank you for like our coffee
謝謝你喜歡我們的咖啡
right?
是不是?
Probablily he will way
他比較會說
Do you like it?
喜歡嗎?
Come back again
那以後常來喔
I want to thank Taiwanese government for my ID
我要感謝台灣政府給我台灣身分證
That wasn´t Wu Feng?
那不是吳鳳嗎?
Jesús, you talk a lot of bullshit!
黑素斯,你亂講一大堆!
Don´t compare yourself with Wu Feng
你不要再跟吳鳳比較
Congratulations to Wu Feng!
吳鳳恭喜!
Question
問題
Do you value living in Taiwan?
你珍惜住在台灣嗎?
What about caramel macchiato from your boyfriend?
男朋友送給你的焦糖瑪其朵呢?
What about your girlfriend´s attention?
女朋友的關心呢?
What about the food I cook for you?
阿嬤幫你煮的菜?
Oh!
唉呦!
Jesús, do you cherish me?
黑素斯,你珍惜我嗎?
Did you thank me?
有感謝過我嗎?
S***t
靠腰!
Okay
好啦
You know, right?
你知道吧
Like, Subscribe, Share with your Cat
按讚,訂閱,跟你家裡的貓咪分享
Meow!
喵!
I said Meow!
我說喵!
Meow means do it now
喵的意思是快一點啦
Meow! Meow!
喵喵!
Bye
拜!
I'm curious, do you know I'm sharing photos in IG everyday?
我好奇,你知道每天我在IG PO照片嗎?
Check it out
去看啦
I reply msn by myself
回答是我本人耶
Next week
下個禮拜
Meow!
喵!
Bye
賤!
【音樂MUSIC】
Funk Down
![post-title](https://i.ytimg.com/vi/D7LrSzJeuuk/hqdefault.jpg)
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