報告一下。
各位買了《畢明推介清酒精選套裝》的朋友,先說聲不好意思,對不起。雖然你們很多位,都說知道不關我、飲食男女,還是蘋果的事,但這次優惠交易未能順利完成,還是叫各位失望了,抱歉。
首先,這不是官方通告,我只能說我知道,及我想為大家做的,雖然未必一定成事。
自從知道蘋果要突然死亡,我已主動努力為大家跟進一下,希望了解這單優惠的情況如何,但我到底不是壹傳媒員工,而蘋果/飲食男女的同事,又有點走難般匆忙離開,之後連公司都返唔到,不能回到「犯罪現場」,糧又冇得出,一切有太多未知,我也不想太催迫他們找出一個答案。
到今日,成功買到清酒套裝的,該都已收到《你的優惠》之信息,說明「已停止購物服務」,因「法律程序尚未完成」,無法安排退款。但待「法律程序完成後」,是可「進行退款索償」的。這是讀者方面的情況。
今次的優惠套裝,還有一個單位,就是酒商。他們特別為此訂了一大批貨,但進入了法律程序的凍結戶口,未能找數給他們,貨是「責」住了,我也深感抱歉。
寫到這裡,容我激動而感性地先大謝酒商L,他是第一個,早在風雨飄搖、知道大事不妙之時,自己送上門,send咗個短訊給我,話就算收唔到錢,他都照送酒給大家,其他的酒商如何他不知道,他的酒,照送!大家至少收到一枝,說不能讓我的鐵粉失望!
收到這個赴湯蹈火的在所不辭,正值我擔心人,人擔心我,心情沉重之際,實在再無法控制淚點😭😭(依家講起都…..)
到目前為止,找我理解事情狀況的有限讀者,都包容、諒解和無限支持,純粹詢問,真是時窮節乃見,情與義,勝千金。你們的反應更如圖3、4、5,冇嘢講,在心中。
但過去一年疫情已不易捱,無理由要酒商頂。
事實是大部分人仍希望能喝到那些酒。也是我的希望。
辛辛苦苦精選出一個自覺sexy的系列,「擒上擒落」聯絡了三個酒商、他們再聯絡日本酒藏,都是希望與讀者passionately分享好東西,大家可以試試更多不同口味、格調、風景的好酒,認識多些好酒莊。
我有一個想法,就是我再串連起這件事,拿那兩個套裝出來賣。貨還未到蘋果,錢還沒有過給酒商,酒都是無辜的。不如凡成功賺買的,可優先再購,但你們要在成功索償之前,再付款多一次。這樣,酒商便可以出貨,你們便有酒可喝,我也盡了力,不負讀者不負酒商。
一個方案是把酒放在朋友的online shop寄賣,另一方案是在找IT人盡快揼一個online shop、處理好一切行政、跟進、收款及物流等等事宜。蘋果之前的套裝優惠價,是希望回餽讀者和會員的,所以非常抵買,他們本身又有人手和資源,absorb到不少成本,但我仍會照之前一模一樣的套裝價出售,總之希望盡量令這個《畢明推介清酒精選套裝》順利送到大家手上,好嗎?
這事其中一個tricky之處,是找出那些之前成功購買的各位,讓你們優先。你們放棄,才讓其他人買。這事我正努力尋求妥善及有效率的方案。有建議請提供。
我知道,如果純粹再賣一次,讓所有人先到先得是容易一點的,但這樣有負之前的讀者,我不願。
最後,唔好以為我偉大。一,有負於酒商和讀者,我自己唔舒服,我想自己舒服。(雖然件事冇人想,亦不是我錯)而若然揼了個online shop,之後我可再嚴選其他好酒,讓你們無法抗拒。
世上好酒太多,希望更多人迷上,是我的私心。
請給我少少時間,有新消息再公布。
再次多謝支持、諒解、厚愛。🙏🙏
In vino veritas。
報告完畢。
#我知你們很多是相信我才買酒的
#當然也有撐蘋果的
#你哋真係好黐線
#我啲讀者鐵粉真係超高汁
#明白事理到呢 #情與義勝千金
#多謝一直以來的支持🙇♀️🙇♀️
#太感動喇!!
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🌻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.
tricky意思 在 The News Lens 關鍵評論網 Facebook 的精選貼文
【mouth off不是叫你閉嘴,smart mouth也不是稱讚】#實用英文
mouth或mouthful這個字很有趣,其表面意思很簡單,但有許多讓人會錯意的延伸用法。像是這句:Do you eat with that mouth?直接翻譯會被當做「你用那張嘴吃東西嗎?」
但實際上,這卻是句罵人的話......
#英語 #片語 #生活英文 世界公民文化中心Core&Corner
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