🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
同時也有5部Youtube影片,追蹤數超過3萬的網紅Al Rocco,也在其Youtube影片中提到,Official Music Video 04/13/2021 https://youtu.be/7oXGX4mx2KM Listen Now https://venice.lnk.to/Faith Spotify http://spoti.fi/3aVj3XV Apple Music http:...
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perspective transformation 在 黃心健 Hsin-Chien Huang Facebook 的最讚貼文
#Congratulations! Director Hsin-Chien Huang's latest VR works, Samsara and The Starry Sand Beach, were nominated for the 78th Venice International Film Festival!
The 78th Venice International Film Festival (VIFF) announced the shortlisted nominees for the category of VR Film. Taiwanese new media artist, Distinguished Professor of NTNU, Hsin-Chien Huang, winner of the BEST VR Experience in 2017 with his work La Camera Insabbiata, will again contest for the Leone d’oro this year with two of his latest, sci-fi inspired works, Samsara and The Starry Sand Beach. While the Taiwanese athletes are striving for the Gold Medals at the Tokyo Olympics as we speak, director Hsin-Chien Huang dazzles the jury of VIFF with his visually-stunning and thought-provoking works — bringing cutting-edge Taiwanese VR films onto the international stage and letting world-wide audience sees Taiwan!
Before being selected for the 78th Venice International Film Festival, Samsara episode 1. has already grabbed the Jury Award at SXSW and Best VR Story at the Cannes XR Competition. This futuristic VR experience teleports the audience onto a journey that spans millions of years. Samsara is a Sanskrit word meaning “ the world ”. In Buddhism, it means what we perceive as the world is actually an endless cycle of karma (cause and effect), a cycle of life, death and rebirth in the six realms of existence. In this fascinating VR work, the audience is reincarnated into the bodies of different persons and creatures, experiencing the universe in their new bodies and in search for the ultimate spiritual transcendence.
Samsara depicts an apocalyptical story in the near future where human greed has depleted the earth’s resource. Catastrophic wars to fight for resource resulted in global destruction. Finally, the remaining humans had to leave the Earth and go on a search in space for a new place to live.
Nevertheless, their desperate, long quest for a new homeland… could it be just a loop in space and time? The cycle of greedy domination and total destruction that then necessitates the search for a new home…. may have hopelessly repeated itself over and over again? The constant evolutionary process and so-called progress, without transformation in consciousness and spiritual advancement, is nothing more than a Möbius strip that leads nowhere, perhaps…?
Samsara is an experiment based on the theory of Embodied Cognition. Through interactivity and VR, the audience gets to live inside the bodies of different persons and creatures, experiencing their feelings from within. Perhaps It is when we can perceive the world in different bodies that we may truly appreciate the thoughts of others and empathize with them. An experience that will also help us better comprehend our own existence and learn to live in harmony with all.
Samsara explores a complex of deeply interconnected issues of ecology, technology, natural resource and war, etc. It's a story about a journey humans are forced to take on, after having destroyed the earth with nuclear disasters. The survivors seek a new planet, in the boundless, interstellar space, to carry on their lives. Gradually they evolve into a new life form artificially. Yet, many years passed and they’ve come to realize that they would never make it to the new planet they’ve been dreaming of. In fact, they have simply been returning to the Earth, in different life forms, time after time.
Director Huang applies the concepts of embodied cognition, offering a unique way to contemplate about the nature of life. As the audience are transported into different bodies each time, they gain a brand new perspective to experience the world views presented in Samsara.
Samsara was produced under the guidance of Taiwan Creative Content Agency (TAICCA) and Kaohsiung Film Archive VR(VR FILM LAB), it’s a sate-of-the-art VR production made 100% in Taiwan. In the VR experience, viewers are transformed into various kinds of animals to interact with the scenes, including species unique and indigenous to Taiwan, such as Taiwan Blue Magpie and Formosan Black Bear.
Samsara Ep.1 features the latest somatosensory technology, including 4D views shooting techniques by the Industrial Technology Research Institute and TAICCA. A digital shooting system comprised of a high-sensitivity 4 million-pixel, full-color CCD sensor and 48 4DV-EX-Z cameras made it possible for Samsara Ep.1 to be taken from an omnidirectional view and shot without any blind spots, creating the ultimate immersive experience.
THE STARRY SAND BEACH, directed by Hsin-Chien Huang and produced in cooperation with Lucid Reality (France) and Oready 瑞意創科 Oready Innovation Lab (Taiwan), is a scientific fairy tale about a unique ecological wonder in Taiwan and Japan, the shiny starry sand beaches. Foraminifera, from the Latin word “foramen” meaning hole, is a single-celled organism that builds a shell with multiple chambers which intercommunicate with one another through holes. On the Qimei Island, Taiwan and the Yaeyama Islands, Japan, beaches have been formed by a specific species of foraminifera with star-shaped shells made of calcium carbonate. Like the real stars in the legends, grains of the starry sand have also been preserving the earth’s memories for millions of years.
THE STARRY SAND BEACH is a real-time 3D interactive VR adventure into the natural and mythological landscape of the starry sand beaches on Qimei Island in Penghu Archipelago, Xing Sha Wan in Kenting National Park and Taketomi Island in the far south of Japan. The experience is full of aesthetically-amazing elements and enriched with cultural and religious significance like Shintoism in Japan. A beautiful, haunting legend tells the story of the starry sand…
The final winners will be presented at the award ceremony held on Sep11. With great anticipation and hopes, Hsin-Chien Huang is expected to bring home again the grand prize for Taiwan!
https://www.labiennale.org/en/news/selection-complete-works-venice-vr-expanded-0
#黃心健 #HsinChienHuang
#samsara #chalkroom
#LaCameraInsabbiata
#VeniceInternationalFilmFestival #VIFF
#Thestarrysandbeach
#LucidReality
#OreadyInnovationLab
perspective transformation 在 Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah Facebook 的最讚貼文
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perspective transformation 在 Al Rocco Youtube 的最讚貼文
Official Music Video 04/13/2021
https://youtu.be/7oXGX4mx2KM
Listen Now https://venice.lnk.to/Faith
Spotify http://spoti.fi/3aVj3XV
Apple Music http://apple.co/37RESG6
QQ Music http://bit.ly/3aWjHEQ
Netease Music http://bit.ly/2NJSnR7
More http://www.alrocco.com/music
"All I gotta have is Faith, all I gotta believe is me."
Faith, a force beyond the physical. Believing in the intangibles of hope, believing in the unlocked powers within. Having the acceptance, the patience, the grit to be aware, honest, to overcome, and to learn to truly trust the core energy of our truest selves, by letting everything else go.
The 2020 pandemic has taken a big part from all of us, yet it has also given us the gift of awareness and the time to better ourselves. Produced by Yung DZA, Al Rocco speaks on his recent spiritual transformation in his newest 2021 single “Faith”, to support and encourage those feeling lost or presently struggling a new perspective to trust everything thatʼs happening right now is exactly where we need to be and everything we need for us to make the changes we desire comes from the power within us. Take your leap of Faith.
@alrocco
http://instagram.com/alrocco
http://weibo.com/alrocco
http://facebook.com/alrocco
http://twitter.com/alrocco_
http://tiktok.com/@a1rocco
“我要拥有的就是信仰,我要相信的就是我⾃己。”
信仰是⼀种超越物质的⼒量。相信希望的无形,相信内在还未发掘的能量。 去除⼼心中杂念,变得包容、耐⼼心、真诚,拥有自我意识觉醒的勇气,去克 服,去学会真正信任来⾃自内在真我的核⼼能量。
2020年我们的生活被疫情所占据,但同时也给了我们更多时间去思考,去成为更好的自己。由Yung DZA制作伴奏,Al Rocco在他2021年最新单曲 “Faith” 中讲述了了他近期精神世界的转变,以⽀持和鼓励那些迷失方向或是正处于自我挣扎的人们—帮助他们以一种新的角度去思考,去相信目前发生的一切正是我们所需要的,去相信是我们内在的力量使得我们作出改变。让信仰带领你⻜跃。
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
All I gotta believe is me
我要相信的就是我⾃己
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
Now watch me push this weight
现在看我突破极限
Give it everything
付出⼀一切
Feel it everything
感受一切
Feel it in the pain
感受痛苦
When the pain gains
当痛苦加剧
Let the motherfucker ache
就让它痛吧
Let the motherfucker break
让它破碎吧
Give it up
放弃⼀切
Fuck it up
去它们的吧
Got no love
不需要爱
Push it till you motherfuckin' great
不断努⼒直到做⼤
Till there’s no more pain
直到再也没有痛
No more hate no more fake
没有恨 没有虚假
Till there’s no more lies
直到再也没有谎言
No more cries no more ache
没有眼泪 没有痛苦
Man I'm tired of the devil
我早已厌倦了那些恶魔
And I'm tired being a rebel
也厌倦了做一个反叛者
Man I'm tired and I've cried
我厌倦了 我哭泣过
And I've died to a level
我已死过一次 现在重生了
Super Saiyan God flexing yah
像超级赛亚人⼀样
I got my God blessings yah
我有上帝的庇佑
Thankful for the hard lessons yah
感谢曾经的磨难
Giving me what I've been asking for
让我得到现在的所有
What’s the main game mane aim for the change
重头戏是什么? 兄弟 是为了改变
What’s the main game ain’t the money or the fame
重头戏是什么? 不是金钱也不是名誉
But the growth from the pain and the chill from the rain
疼痛让人成长 ⻛雨让人冷静
From the dirt of the grain to the skies of the great-ness
始于尘埃 终⾄天际
If you wanna be the best you gotta beat the best at fighting yourself
战胜自己 你才可以成为最好的那个
Look yourself in the mirror
看镜子里的人
You your own competition ain't nobody else
最大的对手不是别人 正是⾃己
And I know I will win when all my sins and my ego are no longer felt
当感受不到罪恶和自负的时候 我就知道我赢了
I pray to God every night to give me strength
每晚我向上帝祈祷 给我⼒量
I couldn’t have done it without his help Faith
如果没有信仰 我做不到这⼀切
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
All I gotta believe is me
我要相信的就是我⾃己
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
Now watch me push this weight
现在看我突破极限
I ain't gonna be that motherfucker found floating on the lake
我不会成为那些随波逐流的人
Gotta keep on moving gotta keep on moving weight
不断向前 永不停止 突破⾃己
Time is money gotta stay alive stay awake
时间就是⾦钱 保持活⼒保持清醒
Look out for snakes they come in different races different faces
当⼼小人 他们有着各种嘴脸
Different places all around the world they come for you and your girl and your fam and your pearls
他们存在于世上的各个地⽅ 企图接近你、你的爱人、你的家人
以及你的财富
Nothing penetrates whenever I generate
但没有什么能影响到我
Meditate to a higher level while I medicate
通过冥想达到另一个境界
Gotta do my best with my time while the heaven waits
在我所拥有的时间里 尽力做到最好 即便终有⼀天我将去天堂
Only God can judge me waiting at the heaven gates like
只有上帝可以站在天堂门前审判我
Huh huh huh huh
Gotta do my best before the day I gotta rest like
在那一天到来前 必须做到最好的⾃己
Huh huh huh huh
Gotta put the past in the past and the rest don’t matter
让过去留在过去 其他的都不重要
Those who mind don’t matter
不在乎其他⼈的看法
Those who matter don’t mind
只在乎身边支持我的人
Everybody got the same time same day same night same air same light same life
每个人都曾经历过某个同样的时刻,同样的一天,同样的晚上,
呼吸同样的空气,看同样的光,过着同样的生活
And I'm just talking the truth
我只是在陈述事实罢了
Nobody be wanting to hear all that truth
即使没有人想要听到这些实话
Hidden in the pain
他们逃避痛苦
Confusion in the game
迷失在游戏
Fear for the future
对未来充满恐惧
They loot
他们掠夺着
Motherfucker think
好好想清楚
Before you gonna shoot
在你开枪之前
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
All I gotta believe is me
我要相信的就是我⾃己
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
Now watch me push this weight
现在看我突破极限
![post-title](https://i.ytimg.com/vi/qOTz1Dxw68c/hqdefault.jpg)
perspective transformation 在 Al Rocco Youtube 的最讚貼文
Official Music Video 04/13/2021
https://youtu.be/7oXGX4mx2KM
"All I gotta have is Faith, all I gotta believe is me."
Faith, a force beyond the physical. Believing in the intangibles of hope, believing in the unlocked powers within. Having the acceptance, the patience, the grit to be aware, honest, to overcome, and to learn to truly trust the core energy of our truest selves, by letting everything else go.
The 2020 pandemic has taken a big part from all of us, yet it has also given us the gift of awareness and the time to better ourselves. Produced by Yung DZA, Al Rocco speaks on his recent spiritual transformation in his newest 2021 single “Faith”, to support and encourage those feeling lost or presently struggling a new perspective to trust everything thatʼs happening right now is exactly where we need to be and everything we need for us to make the changes we desire comes from the power within us. Take your leap of Faith.
Listen Now https://venice.lnk.to/Faith
Spotify http://spoti.fi/3aVj3XV
Apple Music http://apple.co/37RESG6
QQ Music http://bit.ly/3aWjHEQ
Netease Music http://bit.ly/2NJSnR7
More http://www.alrocco.com/music
“我要拥有的就是信仰,我要相信的就是我⾃己。”
信仰是⼀种超越物质的⼒量。相信希望的无形,相信内在还未发掘的能量。 去除⼼心中杂念,变得包容、耐⼼心、真诚,拥有自我意识觉醒的勇气,去克 服,去学会真正信任来⾃自内在真我的核⼼能量。
2020年我们的生活被疫情所占据,但同时也给了我们更多时间去思考,去成为更好的自己。由Yung DZA制作伴奏,Al Rocco在他2021年最新单曲 “Faith” 中讲述了了他近期精神世界的转变,以⽀持和鼓励那些迷失方向或是正处于自我挣扎的人们—帮助他们以一种新的角度去思考,去相信目前发生的一切正是我们所需要的,去相信是我们内在的力量使得我们作出改变。让信仰带领你⻜跃。
@alrocco
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Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
All I gotta believe is me
我要相信的就是我⾃己
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
Now watch me push this weight
现在看我突破极限
Give it everything
付出⼀一切
Feel it everything
感受一切
Feel it in the pain
感受痛苦
When the pain gains
当痛苦加剧
Let the motherfucker ache
就让它痛吧
Let the motherfucker break
让它破碎吧
Give it up
放弃⼀切
Fuck it up
去它们的吧
Got no love
不需要爱
Push it till you motherfuckin' great
不断努⼒直到做⼤
Till there’s no more pain
直到再也没有痛
No more hate no more fake
没有恨 没有虚假
Till there’s no more lies
直到再也没有谎言
No more cries no more ache
没有眼泪 没有痛苦
Man I'm tired of the devil
我早已厌倦了那些恶魔
And I'm tired being a rebel
也厌倦了做一个反叛者
Man I'm tired and I've cried
我厌倦了 我哭泣过
And I've died to a level
我已死过一次 现在重生了
Super Saiyan God flexing yah
像超级赛亚人⼀样
I got my God blessings yah
我有上帝的庇佑
Thankful for the hard lessons yah
感谢曾经的磨难
Giving me what I've been asking for
让我得到现在的所有
What’s the main game mane aim for the change
重头戏是什么? 兄弟 是为了改变
What’s the main game ain’t the money or the fame
重头戏是什么? 不是金钱也不是名誉
But the growth from the pain and the chill from the rain
疼痛让人成长 ⻛雨让人冷静
From the dirt of the grain to the skies of the great-ness
始于尘埃 终⾄天际
If you wanna be the best you gotta beat the best at fighting yourself
战胜自己 你才可以成为最好的那个
Look yourself in the mirror
看镜子里的人
You your own competition ain't nobody else
最大的对手不是别人 正是⾃己
And I know I will win when all my sins and my ego are no longer felt
当感受不到罪恶和自负的时候 我就知道我赢了
I pray to God every night to give me strength
每晚我向上帝祈祷 给我⼒量
I couldn’t have done it without his help Faith
如果没有信仰 我做不到这⼀切
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
All I gotta believe is me
我要相信的就是我⾃己
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
Now watch me push this weight
现在看我突破极限
I ain't gonna be that motherfucker found floating on the lake
我不会成为那些随波逐流的人
Gotta keep on moving gotta keep on moving weight
不断向前 永不停止 突破⾃己
Time is money gotta stay alive stay awake
时间就是⾦钱 保持活⼒保持清醒
Look out for snakes they come in different races different faces
当⼼小人 他们有着各种嘴脸
Different places all around the world they come for you and your girl and your fam and your pearls
他们存在于世上的各个地⽅ 企图接近你、你的爱人、你的家人
以及你的财富
Nothing penetrates whenever I generate
但没有什么能影响到我
Meditate to a higher level while I medicate
通过冥想达到另一个境界
Gotta do my best with my time while the heaven waits
在我所拥有的时间里 尽力做到最好 即便终有⼀天我将去天堂
Only God can judge me waiting at the heaven gates like
只有上帝可以站在天堂门前审判我
Huh huh huh huh
Gotta do my best before the day I gotta rest like
在那一天到来前 必须做到最好的⾃己
Huh huh huh huh
Gotta put the past in the past and the rest don’t matter
让过去留在过去 其他的都不重要
Those who mind don’t matter
不在乎其他⼈的看法
Those who matter don’t mind
只在乎身边支持我的人
Everybody got the same time same day same night same air same light same life
每个人都曾经历过某个同样的时刻,同样的一天,同样的晚上,
呼吸同样的空气,看同样的光,过着同样的生活
And I'm just talking the truth
我只是在陈述事实罢了
Nobody be wanting to hear all that truth
即使没有人想要听到这些实话
Hidden in the pain
他们逃避痛苦
Confusion in the game
迷失在游戏
Fear for the future
对未来充满恐惧
They loot
他们掠夺着
Motherfucker think
好好想清楚
Before you gonna shoot
在你开枪之前
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
All I gotta believe is me
我要相信的就是我⾃己
Faith
信仰
Faith
信仰
Faith
信仰
Faith
信仰
All I gotta have is faith
我要拥有的就是信仰
Now watch me push this weight
现在看我突破极限
![post-title](https://i.ytimg.com/vi/qiJqT6ZDVok/hqdefault.jpg)
perspective transformation 在 Tung I-Fen Youtube 的精選貼文
60 A Minute 在作品『與時間牽手』的結構核心,是採用心理學角度作為出發,觀者在60個一分鐘的結構裡,體驗大腦對時序、時距和時點的不同感知,證明時間是主觀和人性化的,不同人對其意識程度和認知也有不同。
在董怡芬的編舞經驗中,「時間」一直在她的創作元素裡佔有極大且重要的位置,時間長度地掌握也一直是創作裡非常重要的功夫,巧妙運用時間的長短與快慢變化,產生所需的效果傳達。時間是一條持續向未來延伸的長線,20世紀的天才哲學家海德格(Martin Heidegger),把人生描繪為不斷做選擇並「被拋向未來」的存在。此製作其最終目標並非在於辯證出時間理論其正確性,而是藉此製作處理一向以時間推進為主要感官知覺的觀舞方式,能夠有其他的閱讀機會。安娜琪舞者一向擅長處理現場表演與觀眾之間的對應關係,在精細舞蹈編排設定後,時而慘入對時序的打破、時而對現實時間的推移做改變、時而藉由空間的流轉改變時間的定義。
The core structure of “60 A Minute” derives from a psychological perspective. In 60 one-minute-sections, the audience find themselves experience time order, time interval, and timing differently, proving that how we perceive time is subjective, human-centered, and variant among one another.
In I-Fen Tung’s choreography, “time” has been a constant key element. She values the mastering of time, utilizing different time length and speed to create the desired effects in her pieces. Time is a continuous extension into the future. Martin Heidegger, a renowned philosopher of the 20th century, depicts life as incessant decision-making and “being tossed towards the future”.
The aim of this production is not to debate the theory of time, but to generate an alternative to the usual perception of viewing dance in the chronology of time. Anarchy Dance Theatre excels in creating strong interfaces between audience and live performance. Their choreography, delicate and well thought out, integrates the shatter of time order, the shifting of real-time, and the influence of space transformation towards the meaning of time.
![post-title](https://i.ytimg.com/vi/UCJ47qTDVCk/hqdefault.jpg)
perspective transformation 在 perspective-transformation · GitHub Topics 的推薦與評價
Camera Calibration; Distortion Correction; Perspective transform ("bird-eye ... Implementation of OpenCV methods for affine and perspective transformation. ... <看更多>
perspective transformation 在 Perspective Transformation(視角轉換梯形校正) - GitHub Wiki ... 的推薦與評價
Mat mat = new Mat(); var dst = new[] { new PointF(0,0), new PointF(0, 720), new PointF(1280, 720), new PointF(1280, 0) }; var src = new[] { new PointF(-100, ... ... <看更多>
perspective transformation 在 How to create a 2D perspective transform matrix from ... 的推薦與評價
... <看更多>