🌻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18部Youtube影片,追蹤數超過37萬的網紅Ray Mak,也在其Youtube影片中提到,Back in the days, around the time when YouTube was founded, before most of you were born, I used to Vlog a lot. I was a little ahead of my time becaus...
getting mall 在 Hey Maya at The Food Detective Facebook 的精選貼文
I have finally received my 𝗕𝗹𝘂𝗿𝗽𝗹𝗲 𝗕𝗼𝘅 at my doorsteps! - around 6 weeks after I did my 3𝗗 𝗶𝗺𝗮𝗴𝗲 𝘀𝗰𝗮𝗻 𝗮𝘁 Smile Direct Club’s 𝗦𝗺𝗶𝗹𝗲𝗦𝗵𝗼𝗽. this procedure is for straightening my teeth to the 𝗣𝗘𝗥𝗙𝗘𝗖𝗧 𝗦𝗠𝗜𝗟𝗘 since I have crooked teeth. the 𝗕𝗹𝘂𝗿𝗽𝗹𝗲 𝗕𝗼𝘅 came awesome with clear aligners for my entire treatment, aligner case, smile stretcher, user guide, lip balm, bright on™ premium whitening pens, & even a tool for easy removal of my aligners - very thoughtful of them! 👍🏻
all 𝗦𝗺𝗶𝗹𝗲 𝗗𝗶𝗿𝗲𝗰𝘁 𝗖𝗹𝘂𝗯‘𝘀 𝘁𝗿𝗲𝗮𝘁𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗮𝗽𝗽𝗿𝗼𝘃𝗲𝗱 𝗯𝘆 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗦𝗶𝗻𝗴𝗮𝗽𝗼𝗿𝗲 𝗢𝗿𝘁𝗵𝗼𝗱𝗼𝗻𝘁𝗶𝘀𝘁 & 𝘁𝗵𝗲𝗻 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗱 𝗶𝗻 𝗰𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗙𝗗𝗔 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝗶𝗻 𝗨𝗦𝗔. using 𝗳𝗹𝗲𝘅𝗶𝗯𝗹𝗲 𝗕𝗣𝗔-𝗳𝗿𝗲𝗲 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹, these aligners are 𝘁𝗿𝘂𝗹𝘆 𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝗲 𝗳𝗼𝗿 𝗱𝗮𝗶𝗹𝘆 𝘄𝗲𝗮𝗿, even at 22 hours a day! another great factor about 𝗦𝗺𝗶𝗹𝗲 𝗗𝗶𝗿𝗲𝗰𝘁 𝗖𝗹𝘂𝗯 is their 𝗽𝗿𝗶𝗰𝗲 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 where each treatment is affordably at S$2,500 only! I cannot wait for more of you to join me at 𝗦𝗺𝗶𝗹𝗲 𝗗𝗶𝗿𝗲𝗰𝘁 𝗖𝗹𝘂𝗯 because 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗿𝗲𝗮𝗹𝗹𝘆 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝗴𝗿𝗲𝗮𝘁 𝘀𝗺𝗶𝗹𝗲𝘀!
book your 𝗙𝗥𝗘𝗘 3D image appointment at http://smiledirect.co/FBMAYASMILES & use my code ‘𝗠𝗔𝗬𝗔𝗦𝗠𝗜𝗟𝗘𝗦’ to enjoy S$140 off your aligners! installment plan is available too so nothing should stop you from getting better! feel free to drop me your comment or message me if you need more information on these aligners. 😀
𝗦𝗺𝗶𝗹𝗲𝗦𝗵𝗼𝗽 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻𝘀
📍1 Maritime Square, 02-64A HarbourFront Centre S099253
📍1 Raffles Place, 05-19 One Raffles Place Mall S048616
📍501 Orchard Rd, 05-01 Wheelock Place S238880
——
#SmileDirectPartner
#SmileDirectClub
#Smile
#HappyTeeth
#WhiteTeeth
#Orthodontics
#DentalWork
#Tooth
#Teeth
#TeethWhitening
#CosmeticDentistry
#Aligners
#Aligner
#SmileMakeover
#SGLifestyle
#SGBlogger
#SGKOL
#KOLSG
#SGLifestyleBlogger
#IGSG
#SGIG
getting mall 在 Joanna Lim Facebook 的最佳貼文
Yay! It is time to make your beauty shopping hassle-free by getting it at Qoo10’s newly launched Prestige Beauty Mall!
They carry multiple premium brands (100% authentic), with affordable pricing - your one-stop shop for all of your beauty needs!
Head over to Qoo10’s Prestige Beauty Mall now via the link in my bio & shop away!
PS: Check out my IGs for more Info!
#Qoo10SG #Qoo10Beauty
getting mall 在 Ray Mak Youtube 的最讚貼文
Back in the days, around the time when YouTube was founded, before most of you were born, I used to Vlog a lot. I was a little ahead of my time because video sharing platforms were premature back then. I Vlogged so that I can remember my experiences back then. You'll get to know me better if you actually spend the time to watch this. If you do have the patience.
Episode 14 - Christmas 2005, Springfield, Massachusetts
I celebrated Christmas in 2005 with the families of my close friends Will and Henry. This is how Chinese in America celebrate Christmas. It's very much like Chinese New Year here in Asia. We get together, we cook, we eat, we play games, and we have fun.
Children's education are extremely important part of Asian families. Most of us would learn multiple languages, musical instruments, swimming, martial arts etc. In this video, you'll see their talents at an early age.
Year : 2005
Location : Springfield, Massachusetts
Fan-Made Intro by TaserWeb
https://www.youtube.com/channel/UCySL41ssNVXYGDokUAPlmyw
(Make me a nice short intro, I'll feature you next)
This is my one remaining way to promote small channels as I've maxed out my Sub Counts trying to help out small YouTube channels (And getting hate at the same time)
?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com
Talk to me :
? Instagram ▸ http://instagram.com/makhonkit
? Facebook ▸ http://facebook.com/raymakpiano
? Twitter ▸ http://twitter.com/makhonkit
#Vlog #Christmas #USA
getting mall 在 MONGABONG Youtube 的精選貼文
Time flies and I can't believe it's almost the end of #Vlogmas already ? In today's episode of #VlogmasWithMong, just sharing with you guys how my days leading up to Christmas has been! ? It’s been a hectic month filled with lots of warmth ? - Spending time with my family and my team, getting myself a new phone and finally selling away our trusty red Honda Vezel ? ~
Watch my previous vlog here: https://youtu.be/HrVmDWENgRE
Catch up on #VlogmasWithMong2020 here: http://bit.ly/VlogmasWithMong2020
How has your December been? ✨ My heart is full and I can't wait to see what the new year has in store for me! ? Talk to me in the comments down below, always love chatting with you guys!
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Missin' my Honda Vezel a lil more this episode, we finally sold it off ? But really like how my Blue Smurf BMW X3 allows me to customize the driver settings - super functional!
More about Affinité - concept by Jack Cars: http://affinite.jackcars.com.sg/
?Address: Affinité - concept by Jack Cars
33 Ubi Avenue 3 #01-07
Vertex Building
Singapore 408868
?? IG: @affinite.sg
?? FB: https://www.facebook.com/affinite.sg/
PLACES MENTIONED:
? For the People
11 Hamilton Rd, #01-00, Singapore 209182
? Itacho Sushi @ Tampines Mall
4 Tampines Ave 4, #04 - 32, Singapore 529678
? Restaurant Ibid
18 N Canal Rd, Singapore 048830
? Tipsy Penguin
300 Tampines Ave 5, #01-02A, Singapore 529653
? 4 points by Sheraton
382 Havelock Rd, Singapore 169629
? Apple Store Orchard
270 Orchard Rd, Singapore 238857
? Rappu Handroll Bar
52 Duxton Rd, Singapore 089516
? Kirame @ Bugis Junction
200 Victoria St, Singapore 188021
Quote “Mongchin” for 15% off (non affiliate code)
? PARKROYAL COLLECTION Marina Bay
6 Raffles Blvd, Singapore 039594
? Cherry Discotheque
133 Cecil St, Singapore 069535
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FOLLOW ME
► Instagram: http://instagram.com/mongabong
► TikTok: www.tiktok.com/@mongabong
► Snapchat: @mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com
FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am Singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!
DISCLAIMER
This video is not sponsored. All content ideas and opinions are my own, and I do not make money out of any purchases.
getting mall 在 Brian2Taiwan Youtube 的最讚貼文
住台灣十年了之後,有一些台灣人對外國人的看法我覺得很特別 我準備五個我常聽到台灣人覺得住外國人都怎麼樣/認為外國人都...的意見去東區地下街訪問一些台灣年輕人他們同意或不同意這些說法。台灣人認為真的這樣嗎?
我調查的結果讓我驚訝~
After living in Taiwan for 10 years, there are some opinions about foreigners that Taiwanese people have that I think are kind of special. I prepared 5 opinions about foreigners that I commonly hear, and went to the East Metro Mall in Taipei to see if young people in Taiwan feel this way, too.
你們呢?你們同意我的結果嗎?有沒有聽過其他關於外國人的意見你覺得滿有趣但是不確定是不是真的這樣? 留言跟我分享~
The results of my interviews surprised me a bit. What about you? Do you agree? Do you have any others that you've heard before? Share them with me in the comments~
歡迎各位台灣觀眾也幫我貼下面五個句子然後在空行寫自己的同一度指數(1-非常不同意 到 5-非常同意)
1. 住台灣的外國人都賺很多錢
2. 住台灣的外國人都會講英文
3. 住台灣的外國人都不愛吃臭豆腐
4. 住台灣的外國人都在這裡因為在自己的國家找不到工作或是在自己的國家不算什麼
5. 住台灣的外國人大部分都會跟台灣人結婚
#台灣人 #布萊恩 #訪問
Youtube:
https://www.youtube.com/c/Brian2Taiwan
Facebook:
https://www.facebook.com/Brian2Taiwan
Instagram:
www.instagram.com/Brian2Taiwan
Twitter:
@Brian2Taiwan
Music
How We Like It - Dan Lebowitz
( https://www.youtube.com/channel/UC38A... )
#布萊恩 #採訪 #interview