關於 morning person意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

早晨被一個夢打醒⋯
這個夢很有意思 代表我內心的渴求 狀態⋯有一陣子沒有這樣子有點複雜紛亂又清楚的夢⋯。

才知道今天是1月11日～1/11⋯❤️

在我生命中有兩個日子，刻劃很深的記號⋯11/1 和1/11～。我從來沒有覺得數字有什麼特別，但這兩個數字卻讓我永遠記得，紀念甚至感恩！❤️🌹🥰🥰

那是一段刻骨銘心很難明白的艱困過程，多年前1/11那個日子讓我跨了一個大門，有一點像是生孩子的過程，痛到你幾乎不想生，但是忍過那個最痛的階段，就是一個新生命的開始⋯，真的是如此啊⋯若沒有勇敢的跨過去往前走，我就看不到現在一片綠意盎然，充滿生氣的我的人生風景！所有的細節美麗和精彩啊⋯！

我曾經有一個經驗，很可愛很真實！轉換了我面對傷害的態度～！
特別傷你的人是你愛的人,特別難面對⋯。
有一次我跟主禱告，和著眼淚和氣憤⋯，在禱告中，我看見一個影像，就像電影一樣～那個傷我的人對著我扔石頭，但那石頭沒打著我，於是我撿起那塊石頭很生氣的回丟過去，扔過去時，覺得很沒力道手很輕⋯一看，我扔過去的，居然是一個麵包！我突然就噗哧的笑了⋯怎麼那麼沒力呀！連傷人都傷不到！🥰🥰這時上帝對我說，如果別人用黑暗用憎恨來對你，難道你回他的是一樣的嗎？你的心中有的是什麼呢？如果你有了我，你會知道要回應什麼⋯⋯

真的，我即刻從生氣到笑自己，這麼容易被激怒，因為我心中充滿的⋯真的不是這些，我可以給予的美麗和美好太多了⋯。

在黑暗中，唯有你自己成為光，才可以找出一條路⋯不要再等候其他的⋯。
你自己就可以成為光，你自己就是那個美麗！那個力量！那個智慧！那個勇敢！⋯只是你沒有找到那個鑰匙⋯甚至是你不想找～

最近有一個很深的體悟，不管你有多愛一個人，或者有人多愛你，不管你有多少人陪在你旁邊，你最終都是得孤獨的面對自己～靈魂的那一個你～如果你自己不能好好欣賞愛你自己，明白你自己是美麗的，你就沒有辦法自在和滿足～。

對於那些傷害與破碎，還有那些不明白為何傷害你的人～放了吧！
一句傷害的話都不用說，因為你更多的能量是看自己愛自己成為⋯美麗的那一個你～！使人看見你就開心就喜樂！好像吃到麵包那樣滿足！🥰🥰❤️🌹

在2021/1/11的今天～～這曾經令我痛哭欲絕的這一天，我向我的主獻上感恩～
謝謝祢總是不離不棄，在我最艱困的時候，用祢最溫柔有力的胸膛擁抱我！用祢最溫柔最有智慧的言語餵飽我，用祢最溫柔明亮的光帶領我，用祢最深最廣的愛情包裹我⋯。 使我可以在靈魂的海洋裡 大山裡面自由奔放⋯I love you,My Lord....🌷


(馬太福音 5:9) 使人和睦的人有福了！因為他們必稱為　神的兒子。
(Matthew 5:9) Blessed are the peacemakers: for they shall be called the children of God.

🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹
Photographer:Su 蘇婭

🌹❤️🌹❤️🌹❤️🌹
I Waked up by a dream in the morning...
This dream is very interesting. It represents the desire ,my situation in my heart....It hasn't been a somewhat complicated and clear dream like this for a while.
I just know that today is January 11 day～1/11...❤️
There are two days in my life, with deep marks...11/1 and 1/11~. I have never felt that the numbers are special, but these two numbers make me always remember, commemorate and even be grateful! ❤️🌹
It was a difficult process that was unforgettable and hard to understand. ..The day 1/11 many years ago ...made me step through a door. It was a little bit like the process of having a child. The pain was so painful that you almost didn’t want to give birth to ... But to endure the most painful stage is the beginning of a new life... , it’s true! If I didn’t step forward bravely, I would not see the greenery and fullness now. ...My Life...Landscape! All the details are beautiful and wonderful...!
I once had an experience, very cute and real! Changed my attitude in the face of injury~!
I once had an experience, very cute and real! Changed my attitude in the face of injury~!
The person who hurt you in particular is the one you love.
Once I prayed to the Lord, with tears and anger... During the prayer, I saw an image, just like a movie. The person who hurt me threw a stone at me, but the stone did not hit me, so I picked it up. I picked up the stone and threw it back angrily. When I threw it over, I felt very weak and light in my hand... At first glance, what I threw over was actually a piece of bread! Suddenly I laughed...how could I be so weak! Can't even hurt people! At this time, God said to me, if someone treat you in hatred in darkness way ,would it be the same for you to treat him? What is in your heart? If you had me, you would know what to respond...
Really, I instantly went from being angry to laughing at myself, I am so easily irritated, because my heart is filled with...it really is not this, I can give too much beautiful things and kindness...
In the dark, you can only find a way out by becoming the light yourself...don't wait for others...
You can become light yourself, and you yourself are the beauty! That power! That wisdom! That brave! ...But you didn't find the key...even you don't want to find it~
Recently, I have a deep realization that no matter how much you love someone or how many people love you, no matter how many people being with you, you will eventually have to face yourself alone~ the soul of you~ If you can’t appreciate and love yourself well, and understand that you are beautiful, you can’t be comfortable and satisfied~.
For those who hurt and broken, and those who don’t understand why they hurt you~ let it go!
There is no need to say a hurtful sentence, because you should take more energy to see yourself loving yourself and becoming...the beautiful you~! Make people happy when they see you! As satisfied as if they had bread! ❤️🌹

Today on January 11, 2021~~This is the day that once made me cry, I give my thanks to my Lord~
Thank you for always staying true to me. In my most difficult time, hug me with your most tender and powerful chest! Feed me with your tenderest and wisest words, lead me with your softest and brightest light, and wrap me with your deepest and broadest love... So that I can be free in the ocean of the soul...I love you, My Lord...🌷

🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹🌹

【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

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https://nishino73.thebase.in/items/25497065Translated