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Không rẻ hơn mà xe hơi đời mới ngày càng tăng giá, chủ yếu đến từ nhu cầu mua xe mới tăng cao nhưng các hãng thì đang bị thiếu hụt chip sản xuất xe mới...
台灣的疫情增溫中. 祝台灣的讀者們健康平安.
這周末進了城, 對於一些事物有了一些想法(如, 為什麼Chipotle的東西百吃不厭, 進城一定會想要吃他們家的食物?) 週四的時候會分享.
🌻http://xn--farfetch-9k0m444a0n4he6dutj2w6f.com/(FTCH)於上週發表財報了. Morgan Stanley給的評語是"High Quality (高品質的) Business On Sale(拍賣中)". 有興趣的讀者可以研究看看.
🌻快思慢想的作者新書在下周會於Amazon開始販售:
https://www.amazon.com/Noise-Human-Judgment-Daniel-Kahneman/dp/0316451401/ref=tmm_hrd_title_0?_encoding=UTF8&qid=&sr=
"In Noise, Daniel Kahneman, Olivier Sibony, and Cass R. Sunstein show the detrimental effects of noise in many fields, including medicine, law, economic forecasting, forensic science, bail, child protection, strategy, performance reviews, and personnel selection. Wherever there is judgment, there is noise. Yet, most of the time, individuals and organizations alike are unaware of it. They neglect noise. With a few simple remedies, people can reduce both noise and bias, and so make far better decisions."
"Wherever there is judgment, there is noise."
-->非常同意這句話. 這其實也是我一開始盡量不在財報結果裡面放入個人看法的原因之一, 因為我希望大家自己去做閱讀後, 自己做判斷, 畢竟培養自己的判斷力, 是投資很重要的一環.
🌻Jerry Yang對Zoom Video (ZM)的看法:
"In my view, by launching an app store of sorts, Zoom can create an ecosystem that is a defensible barrier to competition."
印象中沒錯的話, Crowdstrike(CRWD)也是有這樣的做法.
🌻綠色能源熱潮中值得投資的冷門股
https://on.wsj.com/2RYe1mE
🌻新發現的網站, 專門講美國車市. 網站創辦人在車市超過20年經驗. 目前覺得他對車市的看法挺令人啟發. 像這篇他的議題是, 當車商都在抱怨目前的車輛存貨不夠時, 是不是也因為是如此, 他們目前的獲利比較高? (供給與需求的概念). 而如果供需恢復正常的話, 他們的獲利還會比較高嗎?
"Broadly speaking, these conditions reflect what might be regarded as the best of all possible worlds for any business–high demand and limited supply. Even better, new research from Kelley Blue Book suggests that consumers understand the current conditions. They expect to see less selection and higher prices when they shop for a car. Sixty percent of new vehicle buyers say they plan to buy a vehicle despite less selection and higher prices.
It should also be noted that the current highly profitable nature of the car business in the current moment doesn’t largely owe to disciplined management decisions on the part of dealers. Rather, it’s a positive outcome of COVID-19, the chip shortage and a host of other factors that have brought a level of equilibrium to demand and supply that many car business veterans like me have never seen in our careers.
And yet, it seems like many dealers are longing to return to the way things used to be. They would feel better if they had higher numbers of new and used vehicles on the ground. They would prefer to suffer less discomfort and stress from current reconditioning backlogs and the need to convince some customers to order vehicles or purchase the less-desirable vehicle that’s available on your lot."
"From now on, when dealers ask me when the chip shortage might end, and new and used vehicle supplies will return to normal, I’ll respond with a different question: Are you sure that’s what you really want?"
Source: https://www.vauto.com/learning-center/blog-dale-pollak-all/missing-the-import-of-current-retail-automotive-conditions
Pictures: earningswhisper.com, Amazon.com
Tesla拆細，會否再升? 下列為你揭示佢比其他汽車商升得勁的一個原理
車輛屬於消費品, 只要將你的車駛離停車場，哪怕只有一兩公里，在大多數正常情况下，經銷商不會以你所付的價格從你那裡買回它。車一落地就打六折, 而很多Tesla的擁躉都在談論Tesla車輛的低折舊率，這是他們喜歡這款產品的原因之一(即打折少於60%)
但如果特斯拉在一輛車上使用的租期結束價值超過了它的應有價值，而沒有對其租賃成本進行足够的折舊，咁公司股票是否要做些反映?
發現了至少有一個例子確實如此，它來自於最受尊敬的汽車價值網站之一， Kelley Blue Book。通過這個網站，我想找出一輛2020年 Model 3 SR+ sedan的價值
在這裡運行了最基本的査詢，也就是說，在沒有選擇任何配備的情况下購買車輛，如油漆顏色、輪胎、全自動駕駛套件等。公平的購買價格也接近5萬美元，這是完全令人驚訝的。因為你可以以4萬美元以下的價格直接從特斯拉（Tesla）購買一輛全新的3型車，而且根據國家電動汽車的優惠政策可能會少一些，那為什麼有人會花接近5萬美元買一輛里程超過6600公里的車？
而且根據Kelley Blue Book估計，電動汽車的行駛里程要比其他汽車少得多。在特斯拉2018年第一季度財報中，該公司將Model 3與四款中型高檔轎車進行了對比。本月早些時候KBB的網站，從而瞭解自Model3推出以來，每一個車型的二手車是如何與2017年的特斯拉3款車型相比較的, 其他車型的里程數要多得多。舉例來說，如果我想買一輛3年前的二手車，那輛行駛3萬公里的車可能要比5萬公里的同類車貴一些
其他二手車相對於特斯拉的長期里程數，因為它肯定會影響殘值。然而，它也將特斯拉在其車輛訂單頁面上文宣的所謂的“節油”因素考慮在內，這些節油被直接用來向你展示一輛車的價格。下面的圖片顯示了特斯拉對這些節省汽油的看法
在過去的幾個月裏，我跟踪了KBB在特斯拉汽車上使用的“典型里程數”。從2017年到2019年的三個車型年，隨著時間的推移，新增的里程數每年在7626公里到9156公里之間。
如果你的行駛里程比特斯拉使用少很多，那麼你節省的燃料也會少很多。事實上，Teslanomics有一個方便的小算盘，可以用來計算這樣的節油量，如果我們使用特斯拉的輸入值，而且特斯拉Model 3和一輛其他車型每年僅行駛7800英里，那麼6年的油耗節省就不到3000美元。這與特斯拉在其網站上宣稱的以及用來宣傳其汽車定價的百分比有很大的不同
特斯拉的看升的朋友者可能會反對，但這實際上是一個一致性的問題。如果我們打算用每年不到8000英里的里程來計算折舊和殘值，那麼我們不應該用它來節省汽油。另一方面，如果你想使用更高的里程數，那麼考慮到新增的里程數，也許我們應該對特斯拉的汽車進行更多的折舊，這將新增特斯拉每季度的更多費用，並减少剩餘價值部分
Tesla對二手車有一些非常奇怪的價值觀。我敢肯定，特斯拉看漲者可能不會認為這些問題那麼重要，但如果特斯拉用人為虛高的價格來確定其費用和負債，這無疑對股價是一個大問題，而不只是公司會計實務的問題!!
เปิดตัว The new 2019 Honda Civic (ฮอนด้า ซีวิค) โฉมใหม่ล่าสุด รุ่นไมเนอร์เชนจ์ มีอะไรใหม่ให้มาบ้าง?
Honda เปิดตัว Civic ใหม่รุ่นปี 2019 ในอเมริกา ทั้งเวอร์ชั่นซีดานและคูเป้ โดย Civic เจนเนอเรชั่นที่ 10 รุ่นนี้ มาพร้อมรูปโฉมที่ได้รับการปรับเปลี่ยนใหม่ มีการเพิ่มรุ่น Sport เข้าไป เป็นอีกหนึ่งทางเลือก และติดตั้งระบบ Honda Sensing ในทุกรุ่นย่อย
ในอเมริกา Civic เป็นรถยนต์ที่ขายดีที่สุด 3 ปีซ้อน และเป็น compact car ที่ขายดีที่สุด 8 ปีติดต่อกัน รวมถึงการเป็นรถที่ได้รับความนิยมสูงสุด ของกลุ่มลูกค้าที่มีอายุต่ำกว่า 35 ปี ยาวนานถึง 8 จาก 9 ปีที่ผ่านมา
Building on the highly acclaimed 10th-generation Civic lineup and offering customers more of what they love about the model, the refreshed 2019 Honda Civic Sedan and Coupe include updated styling, a new Sport trim for both body styles and standard Honda Sensing® technology on all trims.
The updated Civic Sedan and Coupe are the latest salvos in the 10th-generation Civic's aggressive launch cadence that has averaged a new variant every four months over the past three years since the Civic Sedan launched in the fall of 2015.1Civic is targeting its third consecutive year as America's #1 retail-selling car and its 8th straight year as America's #1 retail-selling compact car2, as well as being the most popular car in America with under-35-year-olds for eight of the past nine years.
The 10th-gen Civic's aggressive and sporty design is one of the most liked attributes among Civic buyers3 and the Civic Coupe was the top ranked vehicle of its body type in the J.D. Power's 2017 APEAL study among compact cars. The 2019 Sedan and Coupe turn it up a notch with evolutionary styling updates, front and rear. Changes at the front further accentuate the model's low and wide athletic stance and sporty good looks with a new piano black upper fascia "wing," restyled lower fascia, bumper and lower grille, a full-width front splitter, chrome side pod accents, and updated halogen or LED headlights. A chrome accent on the lower rear bumper of the Sedan and new wheel designs for both models – including larger 18-inch rims on the Touring trim – round out the exterior styling updates on the returning trims.
The new Civic Sport trim, positioned between the LX and EX, offers the looks and features budget-conscious enthusiasts are looking for. Civic Sport's increased attitude comes from a piano black lower front fascia, side pod accents and, for Sedan, an added rear decklid spoiler, plus a splitter-style rear lower bumper incorporating a chrome polygonal exhaust finisher similar to Civic Si. Larger 18-inch (+1 inch) 10-spoke alloy wheels with Berlina Black finish complete the Sport's more aggressive look. The Sport trim features a high-revving 2.0-liter 16-valve DOHC i-VTEC® engine mated to either a smooth and efficient CVT with G-Shift Control or a slick-shifting 6-speed manual. Adding more tech to the Sport, the new trim receives the updated 7-inch Display Audio with Apple CarPlay™ and Android Auto™ integration and volume button.
Advancing Honda's commitment to make Honda Sensing® standard equipment on all vehicles by the 2022 model year, all trims of the 2019 Civic Sedan and Coupe from LX to Touring feature Honda Sensing® technology, which includes Collision Mitigation Braking System™ (CMBS™) with Forward Collision Warning; Road Departure Mitigation (RDM) incorporating Lane Departure Warning (LDW); Lane Keeping Assist System (LKAS); and Adaptive Cruise Control (ACC). For the 2019 model year, Honda Sensing® is standard or available equipment on all Honda car and light truck nameplates.
First introduced in the fall of 2015 in Sedan and later Coupe form, the 10th-generation Civic lineup includes the European-inspired Hatchback, the performance-focused Civic Si Coupe and Si Sedan and the world's fastest front-wheel-drive car, the Civic Type R. Cumulative sales of the 10th-generation Civic will surpass 1 million units this year. Since its introduction, the 10th-generation Civic has amassed dozens of major industry awards and accolades including the 2016 North American Car of the Year award, 2017 Kelley Blue Book Overall Best Buy of the Year, 2018 Car and Driver 10Best and 2018 AUTOMOBILE All-Stars award. All Civic Sedan and Coupe models sold in the U.S. are produced at Honda's plants in Greensburg, Indiana and Alliston, Ontario. The Civic's 1.5-liter Dual VTC Turbo and 2.0-liter i-VTEC® engines are produced in Anna, Ohio and Alliston, Ontario.
Hi majestic one. *_*
Inspired by the art and beauty of Tarot Cards (Rider deck) JKissa and I collaborated to recreate a look inspired by card #1 The Magican and #2 The High Priestess. Recreate your own look inspired by the art of the tarot and tag us!
Win a pair of tarot card leggings + eyeshadow palette here!
http://www.gurugiveaways.com/michelle-tarot
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kelley blue book 在 Kelley Blue Book - 首頁| Facebook 的推薦與評價
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