關於 not at all一點也不 ，我們在網路上蒐集到這些相關的討論、資訊與評價

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.

雖說您將離開台灣，但台灣永遠不會離開您！祝福酈英傑處長鵬程萬里！
---------------
轉載 @美國在台協會 AIT 貼文

📝酈英傑處長給台灣人民的道別信
「隨著我擔任美國在台協會處長的日子即將畫下句點，我也即將離開台灣，我想藉這個機會和大家分享，這一番歷練對我來說的意義是什麼。當我說擔任AIT處長其實是我這輩子的榮幸，也讓我得以實現長期職業生涯中的抱負與理想，這麼說一點也不為過。
我19歲時第一次離開家鄉，就是來台灣。對年輕的我來說，從那時起，台灣就成了交流與理解、探索與冒險的同義詞。台灣不僅有著讓人眼花撩亂的異鄉風情，也代表著意想不到的嶄新機會。我在這裡嘗試新奇的食物，像是水餃和臭豆腐，並且學習如何在擠滿單車和機車的大街小巷穿梭自如。一方面，我努力用我粗淺的中文，讓別人聽懂我說的話；但同時我也發現，無論走到哪裡，迎接我的都是滿滿的親切友善與熱情好客。
因此，在成為美國外交官後，能夠以台灣作為我派駐海外的第一站，真是再適合不過了。畢竟，是台灣首先點燃了我對亞洲、尤其是台灣的畢生興趣，也激發了我對跨文化理解和共享目標——也就是外交工作——的終身熱忱。此後，我也曾派駐其他地點，多數是在大中華區域，但我的台灣經歷與回憶始終常存我心。最終我能以美國駐台最高層級外交官的身分回來這裡，可說是我多年職涯的高峰。顯然，我這一生注定與台灣有著深刻的連結，或者也叫作「緣分」吧，才會讓我一次又一次不斷地回到台灣。
常有人問我，為什麼我這麼喜歡台灣。我總覺得：「答案不是很明顯嗎？」不過如果一定要我從個人與專業的角度，解釋我對台灣的喜愛與敬佩之情，我通常會提到以下幾個領域：
首先，台灣兼具活力與穩定、進步與延承、還有創新與傳統。每次回到這裡，我都對台灣社會在各個方面日新月異的進步感到驚艷不已。台灣的民主更臻成熟，經濟益加蓬勃，環境保護更受關注，藝術文化發展也生生不息。
台灣在許多最先進的科技產業上持續為全球創新樹立標竿，但與此同時，台灣的社會穩定和文化傳承依舊令人欽羨佩服。儘管生活充裕且形象良好，台灣人民卻依然謙虛樸實、平易近人。在台灣，最古老的傳統薪火相傳、歷久彌新。文化和歷史古蹟受到妥善的修復與保護；年輕人也可以學習代代相傳的書法技巧，接著再把作品秀在Instagram上。
再者，對美國來說，台灣正是共享利益與共享價值交集的典範。美台夥伴關係的重點在於確保科技發展能夠嘉惠、而非傷害我們雙方的經濟，科技突破則應被用於鞏固、而不是破壞我們的原則。美台之間自由、多元、平等及透明等共享價值，時時激勵我們努力在世界各地打造民主社會的韌性。而我們也持續尋求新的方式，為解決全球問題做出貢獻，這麼做不僅是因為能夠造福我們自己的人民，也是因為我們相信，身為21世紀敦親睦鄰的好夥伴，就是該這麼做。
最後，每當我想到台灣、以及整體美台關係，我總會想到希望、光明和成長。美台的情誼在過去40年來不斷拓展與茁壯。我相信每任處長都會同意，他們離開台灣時的美台夥伴關係，比起他們剛上任時都更上一層樓。同樣的，當我向AIT告別的那一天，我的心中將充滿肯定與成就感，因為我知道，美台夥伴關係比以往都更加深刻和強健，我也對自己能為美台關係今天亮眼的進展小有貢獻，而深感驕傲。
但是，比起這些事情，我想我更難忘的是台灣在我生命中所留下的深刻印記。我永遠會記得我在台灣度過的第一個聖誕節，還有第一個農曆新年。我永遠會記得台灣朋友的真摯與溫暖、教會同伴堅定的信仰、炎炎夏日來一碗芒果冰的沁涼、資源回收車沿街播放《給愛麗絲》的回音，還有巷弄中撲鼻而來的茉莉花香，這些都會是我畢生珍藏的美好回憶之一。我也會記得好友間的餐聚、充滿歡笑和故事的夜晚、以及一路以來我受到過的無數的善意與關懷。我更會永遠記得，是各位台灣朋友們，你們以各種不同的方式，讓我和我家人的生命更加地豐盛美好。對此，我要衷心地謝謝大家。
雖然我將離開台灣，但台灣不會離開我。」
— 美國在台協會處長 酈英傑
✅信件全文亦可至AIT官網查看：https://bit.ly/2TSkLDF
📝A Farewell Letter from AIT Director W. Brent Christensen
"As my time as AIT Director draws to a close and I prepare to leave Taiwan, I want to take this opportunity to tell you what this experience has meant to me. It is not an exaggeration to say that this has been the honor of my life and the fulfillment of a career-long aspiration.
The first time I left my hometown at age 19, it was to come to Taiwan. From that early age, Taiwan became synonymous for me with the ideas of exchange and understanding, exploration and adventure. Taiwan represented both disorienting foreignness and unexpected opportunity, as I tried new food – like shuijiaos and qiu doufu – and learned to navigate my way through streets crowded with bicycles and scooters. And struggled to make myself understood with my rudimentary Mandarin. But all the while discovering the kindness and generosity that welcomed me wherever I went.
It felt appropriate for me to serve my first tour as a U.S. diplomat in the place that first sparked in me a lifelong interest in Asia – and in Taiwan in particular – and in cross-cultural understanding and shared purpose, or in other words, diplomacy. After that, my career took me to other places, but mostly still in the China region. But the memories of my experiences in Taiwan stayed with me. And finally having the opportunity to serve as the top U.S. diplomat to Taiwan was the culmination of all the years that came before. It is clear that I have a lifelong connection to Taiwan, or “yuanfen,” that has led me to return again and again.
People often ask me why I have such a fondness for Taiwan. “Isn’t it obvious?!” I always think. But when forced to explain my affection for and professional fascination with Taiwan, I usually come back to a few themes.
First, dynamism and constancy; progress and preservation; innovation and tradition. Every time I return to Taiwan, I am immediately struck by the many ways Taiwan has advanced as a society. Taiwan’s democracy grows more mature, its economy more prosperous, its environment more cared-for, and its arts and culture more vibrant.
Taiwan’s industry continues to set the benchmark for global innovation in some of the most sophisticated technologies, but at the same time, Taiwan society is remarkable for its stability and cultural continuity. Taiwan’s people, despite their relative wealth and stature, continue to be modest and unassuming. Taiwan’s most ancient traditions are alive and well. Cultural and historic sites are restored and preserved. Young people may learn calligraphy techniques handed down for generations, but then share their work on Instagram.
Second, for the United States, Taiwan exemplifies the intersection of shared interests and shared values. Our partnership is about making sure our economies are beneficiaries rather than casualties of technological development and ensuring that technological development advances rather than undermines our principles. Our shared values of freedom, diversity, equality, and transparency inspire our efforts to build the resilience of democracies around the world. And we continue to find new ways to contribute to global problem solving, both because it benefits our own peoples and because we share the belief that this is what it means to be a good neighbor in the 21st century.
Finally, I associate Taiwan – and the broader U.S.-Taiwan relationship – with hope, promise, and growth. This friendship has expanded and flourished over the past 40 years; I believe every person who has done this job walked away knowing they left this partnership better than they found it. I will similarly leave AIT with a sense of accomplishment and success, knowing that the U.S.-Taiwan partnership is deeper and stronger than ever, and feeling immensely proud of my small role in getting us there.
But more than any of these things, I will remember the ways that Taiwan has touched me personally. I will always remember my first Christmas in Taiwan – and my first Chinese New Year. I will remember the warmth of Taiwan friendship, the faith of my fellow church members, the taste of a mango bing on a hot summer day, the echo of “Fur Elise” from the recycling truck, the fragrance of jasmine blossoms in village alleyways – these are just some of the memories I will treasure. I will remember the long dinners with dear friends, full of laughter and stories. And I will remember their many kindnesses. I will remember all the ways big and small that you, the people of Taiwan, touched my life and the lives of my family. And for that, I thank you.
I may be leaving Taiwan, but Taiwan will never leave me. "
-- AIT Director William Brent Christensen
✅Read the letter: https://bit.ly/3hUrsgw

📝酈英傑處長給台灣人民的道別信

「隨著我擔任美國在台協會處長的日子即將畫下句點，我也即將離開台灣，我想藉這個機會和大家分享，這一番歷練對我來說的意義是什麼。當我說擔任AIT處長其實是我這輩子的榮幸，也讓我得以實現長期職業生涯中的抱負與理想，這麼說一點也不為過。

我19歲時第一次離開家鄉，就是來台灣。對年輕的我來說，從那時起，台灣就成了交流與理解、探索與冒險的同義詞。台灣不僅有著讓人眼花撩亂的異鄉風情，也代表著意想不到的嶄新機會。我在這裡嘗試新奇的食物，像是水餃和臭豆腐，並且學習如何在擠滿單車和機車的大街小巷穿梭自如。一方面，我努力用我粗淺的中文，讓別人聽懂我說的話；但同時我也發現，無論走到哪裡，迎接我的都是滿滿的親切友善與熱情好客。

因此，在成為美國外交官後，能夠以台灣作為我派駐海外的第一站，真是再適合不過了。畢竟，是台灣首先點燃了我對亞洲、尤其是台灣的畢生興趣，也激發了我對跨文化理解和共享目標——也就是外交工作——的終身熱忱。此後，我也曾派駐其他地點，多數是在大中華區域，但我的台灣經歷與回憶始終常存我心。最終我能以美國駐台最高層級外交官的身分回來這裡，可說是我多年職涯的高峰。顯然，我這一生注定與台灣有著深刻的連結，或者也叫作「緣分」吧，才會讓我一次又一次不斷地回到台灣。

常有人問我，為什麼我這麼喜歡台灣。我總覺得：「答案不是很明顯嗎？」不過如果一定要我從個人與專業的角度，解釋我對台灣的喜愛與敬佩之情，我通常會提到以下幾個領域：

首先，台灣兼具活力與穩定、進步與延承、還有創新與傳統。每次回到這裡，我都對台灣社會在各個方面日新月異的進步感到驚艷不已。台灣的民主更臻成熟，經濟益加蓬勃，環境保護更受關注，藝術文化發展也生生不息。

台灣在許多最先進的科技產業上持續為全球創新樹立標竿，但與此同時，台灣的社會穩定和文化傳承依舊令人欽羨佩服。儘管生活充裕且形象良好，台灣人民卻依然謙虛樸實、平易近人。在台灣，最古老的傳統薪火相傳、歷久彌新。文化和歷史古蹟受到妥善的修復與保護；年輕人也可以學習代代相傳的書法技巧，接著再把作品秀在Instagram上。

再者，對美國來說，台灣正是共享利益與共享價值交集的典範。美台夥伴關係的重點在於確保科技發展能夠嘉惠、而非傷害我們雙方的經濟，科技突破則應被用於鞏固、而不是破壞我們的原則。美台之間自由、多元、平等及透明等共享價值，時時激勵我們努力在世界各地打造民主社會的韌性。而我們也持續尋求新的方式，為解決全球問題做出貢獻，這麼做不僅是因為能夠造福我們自己的人民，也是因為我們相信，身為21世紀敦親睦鄰的好夥伴，就是該這麼做。

最後，每當我想到台灣、以及整體美台關係，我總會想到希望、光明和成長。美台的情誼在過去40年來不斷拓展與茁壯。我相信每任處長都會同意，他們離開台灣時的美台夥伴關係，比起他們剛上任時都更上一層樓。同樣的，當我向AIT告別的那一天，我的心中將充滿肯定與成就感，因為我知道，美台夥伴關係比以往都更加深刻和強健，我也對自己能為美台關係今天亮眼的進展小有貢獻，而深感驕傲。

但是，比起這些事情，我想我更難忘的是台灣在我生命中所留下的深刻印記。我永遠會記得我在台灣度過的第一個聖誕節，還有第一個農曆新年。我永遠會記得台灣朋友的真摯與溫暖、教會同伴堅定的信仰、炎炎夏日來一碗芒果冰的沁涼、資源回收車沿街播放《給愛麗絲》的回音，還有巷弄中撲鼻而來的茉莉花香，這些都會是我畢生珍藏的美好回憶之一。我也會記得好友間的餐聚、充滿歡笑和故事的夜晚、以及一路以來我受到過的無數的善意與關懷。我更會永遠記得，是各位台灣朋友們，你們以各種不同的方式，讓我和我家人的生命更加地豐盛美好。對此，我要衷心地謝謝大家。

雖然我將離開台灣，但台灣不會離開我。」

— 美國在台協會處長 酈英傑

✅信件全文亦可至AIT官網查看：https://bit.ly/2TSkLDF

📝A Farewell Letter from AIT Director W. Brent Christensen

"As my time as AIT Director draws to a close and I prepare to leave Taiwan, I want to take this opportunity to tell you what this experience has meant to me. It is not an exaggeration to say that this has been the honor of my life and the fulfillment of a career-long aspiration.

The first time I left my hometown at age 19, it was to come to Taiwan. From that early age, Taiwan became synonymous for me with the ideas of exchange and understanding, exploration and adventure. Taiwan represented both disorienting foreignness and unexpected opportunity, as I tried new food – like shuijiaos and qiu doufu – and learned to navigate my way through streets crowded with bicycles and scooters. And struggled to make myself understood with my rudimentary Mandarin. But all the while discovering the kindness and generosity that welcomed me wherever I went.

It felt appropriate for me to serve my first tour as a U.S. diplomat in the place that first sparked in me a lifelong interest in Asia – and in Taiwan in particular – and in cross-cultural understanding and shared purpose, or in other words, diplomacy. After that, my career took me to other places, but mostly still in the China region. But the memories of my experiences in Taiwan stayed with me. And finally having the opportunity to serve as the top U.S. diplomat to Taiwan was the culmination of all the years that came before. It is clear that I have a lifelong connection to Taiwan, or “yuanfen,” that has led me to return again and again.

People often ask me why I have such a fondness for Taiwan. “Isn’t it obvious?!” I always think. But when forced to explain my affection for and professional fascination with Taiwan, I usually come back to a few themes.

First, dynamism and constancy; progress and preservation; innovation and tradition. Every time I return to Taiwan, I am immediately struck by the many ways Taiwan has advanced as a society. Taiwan’s democracy grows more mature, its economy more prosperous, its environment more cared-for, and its arts and culture more vibrant.

Taiwan’s industry continues to set the benchmark for global innovation in some of the most sophisticated technologies, but at the same time, Taiwan society is remarkable for its stability and cultural continuity. Taiwan’s people, despite their relative wealth and stature, continue to be modest and unassuming. Taiwan’s most ancient traditions are alive and well. Cultural and historic sites are restored and preserved. Young people may learn calligraphy techniques handed down for generations, but then share their work on Instagram.

Second, for the United States, Taiwan exemplifies the intersection of shared interests and shared values. Our partnership is about making sure our economies are beneficiaries rather than casualties of technological development and ensuring that technological development advances rather than undermines our principles. Our shared values of freedom, diversity, equality, and transparency inspire our efforts to build the resilience of democracies around the world. And we continue to find new ways to contribute to global problem solving, both because it benefits our own peoples and because we share the belief that this is what it means to be a good neighbor in the 21st century.

Finally, I associate Taiwan – and the broader U.S.-Taiwan relationship – with hope, promise, and growth. This friendship has expanded and flourished over the past 40 years; I believe every person who has done this job walked away knowing they left this partnership better than they found it. I will similarly leave AIT with a sense of accomplishment and success, knowing that the U.S.-Taiwan partnership is deeper and stronger than ever, and feeling immensely proud of my small role in getting us there.

But more than any of these things, I will remember the ways that Taiwan has touched me personally. I will always remember my first Christmas in Taiwan – and my first Chinese New Year. I will remember the warmth of Taiwan friendship, the faith of my fellow church members, the taste of a mango bing on a hot summer day, the echo of “Fur Elise” from the recycling truck, the fragrance of jasmine blossoms in village alleyways – these are just some of the memories I will treasure. I will remember the long dinners with dear friends, full of laughter and stories. And I will remember their many kindnesses. I will remember all the ways big and small that you, the people of Taiwan, touched my life and the lives of my family. And for that, I thank you.

I may be leaving Taiwan, but Taiwan will never leave me. "

-- AIT Director William Brent Christensen

✅Read the letter: https://bit.ly/3hUrsgw

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我是Gina，我來自台灣，我是一位英文老師，我喜歡學習英文和教英文。我的職業生涯大部分都在教授文法，但是當我真正想要說英文時，問題來了，我不太能自然表達自己。我開始改變自己的教學和學習目標，我想說英文，這時我才知道文法閱讀與聽說可是很大的不同。我發現口說卡住的是自然造句的能力以及口語發音。我慢慢研究口說語音的變化，透過外師的幫助，我的口說和聽力都變好了！：)

我的影片課程，是我對於英文教學的熱情與成果，我的目標並不是幫助你發音跟美國人一樣，我自己也做不到，因為區域性的口音就不同，每個人都帶著自己母語的影響在說英文，這很棒，這是我們的identity(身分認同)，不要不敢開口。我的課程目標是幫助我自己以及大家，可以輕鬆的發音。了解口語的語音變化，學習時會踏實有力量，開口說英文就會有信心！