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.
同時也有7部Youtube影片,追蹤數超過361萬的網紅Dan Lok,也在其Youtube影片中提到,Click Here To Get Dan's Free Book, F.U. Money: http://happywife.danlok.link Happy wife, happy life? Are those words true? Or is that just something p...
「something free is the most expensive.」的推薦目錄:
- 關於something free is the most expensive. 在 貓的成長美股異想世界 Facebook 的最讚貼文
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something free is the most expensive. 在 李怡 Facebook 的精選貼文
What’s free is the most expensive | Lee Yee
Last week, Carrie Lam announced that the Central government will support Hong Kong’s fight against the epidemic in several large initiatives, including universal screening, earmarking AsiaWorld Expo as a holding treatment facility, and the construction of the makeshift hospitals, all cost to be borne by the Central government.
Such “good deeds”, shouldn’t society respond with great enthusiasm? But according to Carrie Lam, there are voices in society trying to divide the public and the government, “Every time (the government) does something, it will be discredited by some people with conspiracy theories,” and asked the media to “join (the government) in the call on citizens to participate in testing.”
Distorting facts is what discrediting means, but some facts cannot be denied, for example:
● Nationally-approved testing personnel have been exempted by the government from the requirement to register for medical laboratory work in Hong Kong. China’s BGI (formerly Beijing Genomics Institute) will process the samples from the citywide screening. Its chemists are not registered in Hong Kong.
● BGI is a listed company in Shenzhen responsible for collecting and analyzing the “national gene bank”.
● In July 2020, two companies under BGI Group were included in the sanctions list by the U.S. Department of Commerce for “suspicion of forced collection of DNA of Uyghurs and other Muslim minorities for research in order to suppress Uyghurs.”
● On Aug. 14, a multinational biotechnology company filed a lawsuit with the High Court against BGI, accusing it of infringing upon a gene sequencing kit patent. GBI’s trustworthiness is in line with the level of many other Chinese companies.
● Some medical professionals believe that under the current condition of border and market non-closure, doing universal screening alone is not helpful. The public’s acceptance of testing increases the risks.
Faced with these facts, it’s evident to the public how many will be tested voluntarily. Moreover, the effectiveness of screening has been questioned by regions who’ve successfully stopped the spread of the virus, including Taiwan.
Because of China’s support, Hong Kong is not paying. As such, Carrie Lam and her cabinet have relentlessly professed their gratitude towards the Central government.
Japanese writer Isaka Kotaro said, “Nothing is more expensive than free.” A few years ago, Chinese entrepreneur Jack Ma also repeated the same thing, “free is the most expensive.” Why the most expensive? Because the price you pay is time, privacy, health, freedom, these seemingly intangible things, our most precious wealth. From the collected samples, a chemist can obtain one’s DNA, some very sensitive and personal privacy information.
We would rather pay for what we need, rather than the free things given. If the three anti-epidemic initiatives were paid for by the government, it will be necessary to get LegCo to approve the funds. In the process, at least the government and BGI or other institutions must go through negotiations that must be disclosed, rather than operating within a black box. If the three initiatives were to invite bids from Western countries, there will not be viral conspiracy theories or “smearing” remarks on social media.
The Carrie Lam regime has been accusing the United States and other Western countries of adopting “double standards” for Hong Kong in recent years. For example, the US police force also used violence against the protesters, many countries have national security laws, and other countries have postponed elections, etc., why only criticize and sanction Hong Kong?
Regarding the behaviors of people, society, and countries, we should adopt the same standards for judging and commenting, but the premise is that the other party is a person, society, and country with certain standards. We respect people from anywhere, but that does not equate respecting people who have no standards in words or deeds, and do not respect themselves. Many countries have national security laws, but behind which most countries have legislative procedures that are fully authorized by public opinion, and are restricted by the judiciary and independent media and public opinions. How is a national security law with absolute powers without checks and balance comparable to those in these other countries? Many countries allow a certain degree of police violence on protesters, but there are other mechanisms to restrict them, such that improper police violence will be followed by legal consequences.
Under autocracy, power is the single most almighty thing, accompanied by no “standards” whatsoever, whether professionally, or behaviorally of those in power and their people. Autocracy does not comply with universal standards. The standards used on those people and regimes with standards cannot be adopted on those people and regimes that do not. Facing those without standards, the natural human instinct is distrust.
something free is the most expensive. 在 Sheila Sim沈琳宸 Facebook 的精選貼文
When you look into the mirror, do you like who you see?
Behind all the makeup, the contorted standard society has set for us, the fake laughs, the expensive armour you wear on yourself, the alcohol, the drugs... do you like who you are?
It is so easy to be someone you think people will like. You twist yourself to accomodate to the needs of others. You say something so that you are able to please everyone.
But what about you? Do you ever hear yourself? Do you like what you say, do you like what you do? Do you go to sleep every night free of worries of other's expectations of you?
Self-love. Self-respect. These were the most important values i have learnt in my 20s. Because of my insecurities, I loved with the fear of being alone. My expectations of love was skewed. I was afraid no one would love me again, because I never learn to love myself enough.
Years later, through meditation and counselling, I have once again found my sanity. Relationship with self is the most important relationship of all. Like other relationships, it is a constant work in progress.
I truly appreciate what I have today, because i had worked hard to be here today. Don't ever give up on yourself.
#sheilalovesherlife #SSFoodForThoughts #GoodThingsMustShare
#throwback #sheilaonvacay
something free is the most expensive. 在 Dan Lok Youtube 的最佳貼文
Click Here To Get Dan's Free Book, F.U. Money: http://happywife.danlok.link
Happy wife, happy life? Are those words true? Or is that just something people say? Watch this video to discover what Dan and Jennie Lok think about happy wife, happy life.
★☆★ SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ★☆★
https://www.youtube.com/danlok?sub_confirmation=1
Check out these Top Trending Playlist:
1.) How to Sell High Ticket Products & Services: https://www.youtube.com/playlist?list=PLEmTTOfet46PlgDZSSo-gxM8ahZ9RtNQE
2.) The Art of High Ticket Sales - https://www.youtube.com/playlist?list=PLEmTTOfet46NufVkPfYhpUJAD1OBoQEEd
3.) Millionaire Mindset - https://www.youtube.com/playlist?list=PLEmTTOfet46O591glMGzRMoHaIJB-bQiq
Dan Lok, a.k.a. The King of High-Ticket Sales is one of the highest-paid and most respected consultants in the luxury and “high-ticket” space.
Dan is the creator of High-Ticket Millions Methodology™, the world's most advanced system for getting high-end clients and commanding high fees with no resistance.
Dan works exclusively with coaches, consultants, thought leaders and other service professionals who want a more sustainable, leveraged lifestyle and business through High-Ticket programs and Equity Income.
Dan is one of the rare keynote speakers and business consultants that actually owns a portfolio of highly profitable business ventures.
Not only he is a two times TEDx opening speaker, he's also an international best-selling author of over 12 books and the host of Shoulders of Titans show.
Dan's availability is extremely limited. As such, he's very selective and he is expensive (although it will be FAR less expensive than staying where you are).
Many of his clients are seeing a positive return on their investments in days, not months.
But if you think your business might benefit from one-on-one interaction with Dan, visit http://danlok.com
★☆★ WANT TO OWN DAN'S BOOKS? ★☆★
http://www.amazon.com/Dan-Lok/e/B002BLXW1K
★☆★ NEED SOLID ADVICE? ★☆★
Request a call with Dan:
https://clarity.fm/danlok
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
Blog: http://www.danlok.com/blog/
Podcast: http://www.shouldersoftitans.com/
Twitter: https://twitter.com/danthemanlok
Instagram: https://www.instagram.com/danlok/
YouTube: https://www.youtube.com/danlok
Linkedin: https://www.linkedin.com/in/danlok
Amazon: http://www.amazon.com/Dan-Lok/e/B002BLXW1K
#DanLok #JennieLok #HappyWife
This video is about Happy Wife Happy Life?
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something free is the most expensive. 在 Dan Lok Youtube 的最佳解答
✒️Click Here to read the blog article✒️
https://danlok.com/videos/5-secrets-for-setting-big-goals-and-actually-achieving-them/
The truth is you won’t achieve anything if you don’t aim for something. Find out from Multi-Millionaire, Dan Lok, on How to Set Goals and Actually Achieve Them. Watch more videos from the Boss In the Bentley: https://www.youtube.com/watch?v=pZrWTgiML48&list=PLEmTTOfet46OWsrbWGPnPW8mvDtjge_6-
★☆★BONUS FOR A LIMITED TIME★☆★
You can download Dan Lok's best-selling book F.U. Money for FREE:
http://setgoals.danlok.link
★☆★ SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ★☆★
https://www.youtube.com/user/vanentrepreneurgroup?sub_confirmation=1
Check out these Top Trending Playlist:
1.) How to Sell High Ticket Products & Services: https://www.youtube.com/playlist?list=PLEmTTOfet46PlgDZSSo-gxM8ahZ9RtNQE
2.) The Art of High Ticket Sales - https://www.youtube.com/playlist?list=PLEmTTOfet46NufVkPfYhpUJAD1OBoQEEd
3.) Millionaire Mindset - https://www.youtube.com/playlist?list=PLEmTTOfet46O591glMGzRMoHaIJB-bQiq
Dan Lok, a.k.a. The King of High-Ticket Sales is one of the highest-paid and most respected consultants in the luxury and “high-ticket” space.
Dan is the creator of High-Ticket Millions Methodology™, the world's most advanced system for getting high-end clients and commanding high fees with no resistance.
Dan works exclusively with coaches, consultants, thought leaders and other service professionals who want a more sustainable, leveraged lifestyle and business through High-Ticket programs and Equity Income.
Dan is one of the rare keynote speakers and business consultants that actually owns a portfolio of highly profitable business ventures.
Not only he is a two times TEDx opening speaker, he's also an international best-selling author of over 12 books and the host of Shoulders of Titans show.
Dan's availability is extremely limited. As such, he's very selective and he is expensive (although it will be FAR less expensive than staying where you are).
Many of his clients are seeing a positive return on their investments in days, not months.
But if you think your business might benefit from one-on-one interaction with Dan, visit http://danlok.com
★☆★ WANT TO OWN DAN'S BOOKS? ★☆★
http://www.amazon.com/Dan-Lok/e/B002BLXW1K
★☆★ NEED SOLID ADVICE? ★☆★
Request a call with Dan:
https://clarity.fm/danlok
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
Blog: http://www.danlok.com/blog/
Podcast: http://www.shouldersoftitans.com/
Twitter: https://twitter.com/danthemanlok
Instagram: https://www.instagram.com/danlok/
YouTube: https://www.youtube.com/user/vanentrepreneurgroup
Linkedin: https://www.linkedin.com/in/danlok
Amazon: http://www.amazon.com/Dan-Lok/e/B002BLXW1K
This video is about How To Set Goals And Actually Achieve Them - Boss In The Bentley
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something free is the most expensive. 在 Dan Lok Youtube 的最佳貼文
No one can go back in time to change the past. If you had a chance, what would you have done differently? Listen to Dan as he shares his thoughts in this video. Discover the entire Boss In the Bentley series here: https://www.youtube.com/watch?v=pZrWTgiML48&list=PLEmTTOfet46OWsrbWGPnPW8mvDtjge_6-
Find out how Dan and Jennie Lok have a successful marriage:
https://www.youtube.com/watch?v=3-UEOsXrHqE&list=PLEmTTOfet46MLDSRPuI7eHISxbg2tf4Lk
★☆★BONUS FOR A LIMITED TIME★☆★
You can download Dan Lok's best-selling book F.U. Money for FREE:
http://donedifferently.danlok.link
★☆★ SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ★☆★
https://www.youtube.com/user/vanentrepreneurgroup?sub_confirmation=1
Check out these Top Trending Playlist:
1.) How to Sell High Ticket Products & Services: https://www.youtube.com/playlist?list=PLEmTTOfet46PlgDZSSo-gxM8ahZ9RtNQE
2.) The Art of High Ticket Sales - https://www.youtube.com/playlist?list=PLEmTTOfet46NufVkPfYhpUJAD1OBoQEEd
3.) Millionaire Mindset - https://www.youtube.com/playlist?list=PLEmTTOfet46O591glMGzRMoHaIJB-bQiq
Dan Lok, a.k.a. The King of High-Ticket Sales is one of the highest-paid and most respected consultants in the luxury and “high-ticket” space.
Dan is the creator of High-Ticket Millions Methodology™, the world's most advanced system for getting high-end clients and commanding high fees with no resistance.
Dan works exclusively with coaches, consultants, thought leaders and other service professionals who want a more sustainable, leveraged lifestyle and business through High-Ticket programs and Equity Income.
Dan is one of the rare keynote speakers and business consultants that actually owns a portfolio of highly profitable business ventures.
Not only he is a two times TEDx opening speaker, he's also an international best-selling author of over 12 books and the host of Shoulders of Titans show.
Dan's availability is extremely limited. As such, he's very selective and he is expensive (although it will be FAR less expensive than staying where you are).
Many of his clients are seeing a positive return on their investments in days, not months.
But if you think your business might benefit from one-on-one interaction with Dan, visit http://danlok.com
★☆★ WANT TO OWN DAN'S BOOKS? ★☆★
http://www.amazon.com/Dan-Lok/e/B002BLXW1K
★☆★ NEED SOLID ADVICE? ★☆★
Request a call with Dan:
https://clarity.fm/danlok
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
Blog: http://www.danlok.com/blog/
Podcast: http://www.shouldersoftitans.com/
Twitter: https://twitter.com/danthemanlok
Instagram: https://www.instagram.com/danlok/
YouTube: https://www.youtube.com/user/vanentrepreneurgroup
Linkedin: https://www.linkedin.com/in/danlok
Amazon: http://www.amazon.com/Dan-Lok/e/B002BLXW1K
This video is about What Would You Have Done Differently - Boss In The Bentley
https://youtu.be/AdZQ4Y5x_Z0
https://youtu.be/AdZQ4Y5x_Z0
![post-title](https://i.ytimg.com/vi/AdZQ4Y5x_Z0/hqdefault.jpg)
something free is the most expensive. 在 11 Of The Most Expensive Items Made In The USA - YouTube 的推薦與評價
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