關於 new year 2021 surprise ，我們在網路上蒐集到這些相關的討論、資訊與評價

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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.

คุณพ่อของน้องเขย (จอห์น) เป็นคนเดียวในบ้านที่ได้รับการฉีด #วัคซีน Moderna จากต่างประเทศอย่างครบโดส และเดียกับพี่แมทก็เคยติดเชื้อเมื่อปีที่แล้ว ด้วยความสงสัยวันนี้เราเลยลองทำการตรวจหาภูมิในเลือดแบบ Rapid test การตรวจแบบนี้จะโชว์ได้ว่าในเลือดเรามีภูมิสู้ไวรัสโควิด19 ไหม และผลที่ได้ก็น่าสนใจดีค่ะ เส้นขีดสีแดงๆขึ้นแปลว่าเราทั้ง 3 คนมีภูมิอยู่ในเลือด แต่ของเดียน้อยสุดเพราะว่าเห็นจางๆ ของเดียกับพี่แมทผ่านมาเป็นปี ก็ยังพอมีขึ้นให้เห็น ของพ่อน้องเขยก็ต้องมีแน่ๆตามคาด เพราะได้รับวัคซีนไปเมื่อไม่นานนี้ ปกติภูมิจะอยู่แค่ประมาณ 6 เดือน แต่ถึงตอนนี้จะตรวจแล้วเจอภูมิบ้าง ก็ไม่รู้ว่าจะปกป้องเราจากเชื้อใหม่ได้หรือเปล่า อันนี้ไม่กล้าทำการทดลอง 😅 ก็อยู่บ้านกันไปยาวๆค่ะ ผลตรวจ PCR ของทั้ง 3 คนก็เป็นลบจากวันที่ 11 เมษายน ค่ะ แปลว่าไม่ได้ติดเชื้ออยู่ ณ ปัจจุบัน
ตามที่คุณหมออธิบาย ร่างกายเราจะผลิดภูมิคุ้มกัน 2 ชนิดเพื่อสู้กับโควิด19 ซึ่งก็คือ IgM กับ IgG
ถ้าติดเชื้อในระยะแรกก็จะมีภูมิ IgM อย่างเดียวหรือทั้ง IgM และ IgG แต่ถ้าผ่านมาระยะนึงก็จะเจอแค่ IgG และก็จะค่อยๆลดและหายไปตามกาลเวลา

My sister’s father in law, John, is the only one in the family who got vaccinated with Moderna for #COVID19 in the states and Matthew and I were infected in March last year. So out of curiosity, we performed Rapid tests today to find out if we had antibodies present in our blood. The results were quite interesting. As expected, John had antibodies present in his blood because he was vaccinated. What came as a surprise is the fact that Matthew and I also had some present in our blood now even though it has been over a year since our infection! They say antibodies usually last around 6 months. Not sure if this protects us from new strains of the virus though! We do not want to test that out! Our recent PCR results from April 11th, 2021 all came back as negative so we do not have a current infection.
The doctors told us that there are two types of antibodies that the body produces to fight Covid-19, which are IgM and IgG. During the first stage of infection, the IgM antibody will be present or both IgM and IgG will be present. The IgG antibody usually shows up during the later stages. Antibodies start decreasing and disappear over time. #QuarantineScienceDay
@matthew.deane1 @dommy106

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----------------------------------------------------

ข่าวในตอนนี้
0:00 Intro
0:26 Uncharted 4 อาจจะเป็นเกมต่อไปที่ลง PC?
2:07 Horizon Forbidden West ปล่อยตัวอย่างเกมเพลย์
3:47 Battlefield ภาคใหม่จะเปิดตัวอย่างเป็นทางการวันที่ 9
4:52 EA ประกาศทำ Crysis Trilogy Remastered
5:52 EA จะดึง NFS ภาคเก่าๆออกจากหน้าร้านค้า
7:57 Dying Light 2 ปล่อยตัวอย่างใหม่
9:30 Far Cry 6 ปล่อยตัวอย่างใหม่ โชว์ระบบเกมเพลย์
10:32 Watch Dogs: Legion ปล่อยอัพเดตใหม่โหมดซอมบี้?
11:17 Dead by Daylight โชว์ตัวละครจาก Resident Evil
11:55 Monster Hunter Rise ปล่อยอัพเดต 3.0
12:29 Square Enix ประกาศ Dragon Quest 12
12:55 Sonic ภาคใหม่จะใช่ชื่อว่า Rangers
13:12 Bandai ประกาศโปรเจคใหม่เกี่ยวกับเกม Gundam SEED
14:50 สามอัพเดตสั้นๆ
15:58 งาน BlizzCon ประจำปี 2021 ประกาศยกเลิกเพราะไวรัส
16:33 พูดคุยช่วงท้าย

ข่าวเก่า
Twitch เปิดหมวดสตรีมชุดว่ายน้ำ? | RE Netflix ปล่อยตัวอย่างใหม่
https://youtu.be/8w3XwIzdNO0

RE Village ก๊อปการออกแบบจากหนัง? | PS5 เปิดตัวจอยรุ่นใหม่
https://youtu.be/sn8ndqw7mKM

EA ประกาศ Battlefield ใหม่ 2 ภาค? | Sony สร้าง AI เล่นเกมแทนคน
https://youtu.be/eMXUNE5TDJ8


ปล. รายการนี้ได้แรงบรรดาลใจมาจาก This week in gaming ของช่อง Levelcap
กับสรุปข่าวประจำสัปดาห์ของช่อง gameranx ครับ

แหล่งข่าว
Sony รายงาน Uncharted 4 อาจจะเป็นเกมต่อไปที่ลง PC - 26 พฤษภาคม 2021
https://wccftech.com/uncharted-4-a-thiefs-end-could-be-coming-to-pc
https://kotaku.com/sony-report-says-uncharted-4-is-coming-to-pc-1846978751

Horizon Forbidden West ปล่อยตัวอย่างเกมเพลย์เต็มๆ 14 นาที - 27 พฤษภาคม 2021
https://www.polygon.com/22301722/horizon-forbidden-west-gameplay-video-ps5-ps4
https://kotaku.com/heres-14-minutes-of-horizon-forbidden-west-running-on-p-1846986831

Battlefield ภาคใหม่จะเปิดตัวอย่างเป็นทางการวันที่ 9 มิถุนายน - 1 มิถุนายน 2021
https://www.pcgamer.com/battlefield-6-reveal-june-9

EA ประกาศทำ Crysis Trilogy Remastered สำหรับ PC และคอนโซล - 1 มิถุนายน 2021
https://www.polygon.com/22463357/crysis-remastered-trilogy-release-date

EA จะดึง Need for Speed ภาคเก่าๆออกจากหน้าร้านค้าออนไลน์ - 1 มิถุนายน 2021
https://www.gamesradar.com/uk/five-classic-need-for-speed-games-have-been-permanently-delisted
https://www.reddit.com/r/needforspeed/comments/np6uig/sun_is_setting_on_some_older_nfs_titles_its_not

Dying Light 2 ปล่อยตัวอย่างใหม่ พร้อมประกาศวันวางจำหน่าย - 27 พฤษภาคม 2021
https://kotaku.com/dying-light-2-gets-a-december-release-date-1846985593
https://www.gamesradar.com/uk/dying-light-2-release-date-2021

Far Cry 6 ปล่อยตัวอย่างใหม่ โชว์ระบบเกมเพลย์ - 29 พฤษภาคม 2021
https://www.pcgamer.com/far-cry-6-trailer-features-a-lethal-compact-disc-launcher-that-blares-macarena

Watch Dogs: Legion ปล่อยอัพเดตใหม่ เป็นโหมดยิงซอมบี้? - 1 มิถุนายน 2021
https://kotaku.com/watch-dogs-legion-gets-a-surprise-free-zombie-mode-of-1847007735

Dead by Daylight โชว์ตัวละคร DLC ใหม่จากซีรี่ย์ Resident Evil - 26 พฤษภาคม 2021
https://wccftech.com/dead-by-daylight-resident-evil-dlc-unveiled-adds-nemesis-leon-and-jill

Monster Hunter Rise ปล่อยอัพเดต 3.0 พร้อมฉากจบใหม่ - 26 พฤษภาคม 2021
https://wccftech.com/monster-hunter-rise-3-0-update-new-ending-roadmap

Sonic ภาคใหม่จะใช่ชื่อว่า Rangers วางจำหน่ายปี 2022 - 28 พฤษภาคม 2021
https://wccftech.com/sonic-rangers-is-the-name-of-the-upcoming-sonic-team-game

Square Enix ประกาศ Dragon Quest 12 และ Dragon Quest 3 remake - 27 พฤษภาคม 2021
https://www.polygon.com/22456431/dragon-quest-12-announced-dq3-remake-treasures-keshi

Valorant ฉลองครบรอบ 1 ปีและผู้เล่นทะลุ 14 ล้านคน โดยการประกาศเวอร์ชั่นมือถือ - 2 มิถุนายน 2021
https://kotaku.com/one-year-and-14-million-active-players-later-valorant-1847015182

No Man's Sky ได้รับการอัพเดตกราฟิกและระบบใหม่ - 2 มิถุนายน 2021
https://kotaku.com/no-mans-sky-gets-a-massive-visual-overhaul-1847014883

Bandai Namco ประกาศโปรเจคใหม่เกี่ยวกับเกม Gundam SEED - 28 พฤษภาคม 2021
https://www.gamingdose.com/news/bandai-namco-%e0%b8%9b%e0%b8%a3%e0%b8%b0%e0%b8%81%e0%b8%b2%e0%b8%a8%e0%b9%80%e0%b8%9b%e0%b8%b4%e0%b8%94%e0%b8%95%e0%b8%b1%e0%b8%a7%e0%b9%80%e0%b8%81%e0%b8%a1%e0%b9%83%e0%b8%99%e0%b9%82%e0%b8%9b/

งาน BlizzCon ประจำปี 2021 ประกาศยกเลิกเพราะไวรัส - 28 พฤษภาคม 2021
https://www.theverge.com/2021/5/26/22455077/blizzcon-canceled-global-event-blizzconline-blizzard

A glimpse into my life here in Taiwan. Filmed this during the start of the Lunar New Year 2021. HAPPY NEW YEAR ❤️
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✨OTHER VIDEOS:✨
Eating Dominos in Taiwan for the First Time & Boba crust !? ????[我第一次在台灣嘗試達美樂] https://youtu.be/-XYyUZHrgpA

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https://youtu.be/zzz6dxU8Szw

#taiwanvlog #taiwanvlog2021 #taiwan

Giving my sister a skincare upgrade for the new year and introducing her to my PITERA favourites!

Stop stealing my skincare products ok :)

If you missed the launch day, follow the SK-II store here for more exciting exclusives!"?

This exclusive gift set is only available on the Grand Opening Day of the new SK-II LazMall Flagship Store today (16 Jan), so check it out here if you don’t want to miss out - https://bit.ly/35H4qVf​

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