關於 us annual leave ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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

Chinese dissidents have received orders to stay silent or leave their homes as China holds its annual “two sessions” of the state legislature and top political advisory body, media reports say.

Read more: https://bit.ly/3uQ4IUJ

中國全國兩會進行期間，異見人士紛紛遭噤聲，甚至「被旅遊」。
________
📱Download the app:
http://onelink.to/appledailyapp
📰 Latest news:
http://appledaily.com/engnews/
🐤 Follow us on Twitter:
https://twitter.com/appledaily_hk
💪🏻 Subscribe and show your support:
https://bit.ly/2ZYKpHP
#AppleDailyENG

【感情にまかせてクレームを入れて、自分の取り分を減らす人】

毎度恒例の近況報告から始めさせていただきますが、現在、クラウドファンディング「SILKHT」内で募集をかけている『西野亮廣オンライン講演会　〜マーケティング講座【上級編】〜』の受講者が３３００名を突破しました。

(※講演会の参加はコチラ↓)
https://silkhat.yoshimoto.co.jp/projects/2158

　
特筆すべきは「受講の応募の伸びが止まっていない」という点で、もしかすると、最終的に５０００名ぐらいになるかもしれません。
コロナ真っ只中の時に、１万人規模のオンライン講演会を二回開催しましたが、そこに続く規模の講演会となりそうです。

僕自身の事例を元に、モノの届け方、人の巻き込み方についてのお話をしたいと思います。
興味がある方は『SILKHAT』のプロジェクトページから、飛んでみてください。

→https://silkhat.yoshimoto.co.jp/projects/2158



あと、先日おこなった、西野がプペルのガチ仮装をする「コスプレ撮影会」の評判がすこぶる良かったので、１００組限定で、東京、大阪で再び開催することが決まりました。

参加はコチラ→https://silkhat.yoshimoto.co.jp/projects/2206


何卒、宜しくお願い致します。

というわけで本題に入りたいのですが、今日は、「感情にまかせてクレームを入れて、自分の取り分を減らす人」というテーマでお話ししたいと思います。


具体例を交えてお話した方が伝わると思うので、その角度からお話したいのですが、僕も完全には追えていないので、正確な情報は公式からの発表を待っていただきたいのですが、毎年、年末に５日間連続で『天才万博』という音楽フェスをおこなっているんですね。

僕は、出演者ではなくて、お客さんとして、フェスの立ち上げ当初から皆勤賞です。

毎年『天才万博』用のスケジュールは絶対に空けておいて、とにかく、この日の為に１年間頑張っています。
勿論、今年も。



とにかく楽しい空間で、このフェスが面白いのは、「出演者で集客をしていない」という点。

毎年、ほとんどのお客さんが、誰が出演するかも知らずに会場に足を運んでいる。
つまり、「フェス自体」に、もっと具体的に言うと、あの空間にファンが付いているわけです。

唯一わかっているのは「毎年、西野が客席で酔っ払っている」ということぐらいで、あとは誰が出るかも分からない音楽フェスのチケットは全日程完売。とにかく、僕が知る限り、一番楽しい音楽フェスです。音楽フェスというか、忘年会ですね。

「天才万博２０１９」で画像検索していただけると、会場の雰囲気が伝わると思います。



そんな『天才万博』ですが、この度のコロナで「今年の開催はどうなんだろう？」という心配が、僕たちファンの間でずっとあったんですね。

運営サイトの人たちが開催したくてしたくてたまらないのは百も承知だし、とはいえ、お客さんの安全を守ることも当然考えなきゃいけないので、僕としては、どういう判断がくだろうが、受け止める気でいたんですね。
誰も悪くないので。



で、一昨日かな、『天才万博』の主催者さんが、天才万博のファンに向けて、「まだ迷っていて、本決まりではありませんが、今のところ、この方向で行こうかと思っています」という配信をしてくれたんですね。

ファンに相談する形で。



その中で、「一階スタンド席を、全て、テーブル席にして、今年はディナーショー形式でやろうかと思っています」という発表があったんです。

これにより、会場に入れるお客さんは４分の１程度になって、新型コロナウイルス対策のガイドラインを守ることができて、密を避けることができる。

でもって、今持っている一階スタンド席のチケット（３５００円）は「LIVE配信の閲覧チケット」に代わって、当日、「それでも会場のテーブル席（ディナー席）で観たい」という方は、追加で「ディナー席チケットを購入する」という形です。

「ディナー席チケット」が購入できるのは、「一階スタンド席のチケットを持っている人に限る」というのと、「LIVE配信には興味が無い人にはチケットの返金対応します」という条件付き。



僕個人的には、コロナの乗り越え方として、ほぼほぼ完璧な打ち手だと思ったのですが、配信のコメント欄を見ていると、この判断に不満を持っている人がチョコチョコいたんです。

「なんで、会場で観るのに、追加でお金を払わなきゃいけないんだ。テーブル席を売るにしても、一旦、全員払い戻しをしろ！」というのが彼らの言い分です。

おそらく第一希望が絶たれて、カーッとなっちゃったんだろ思うのですが、そんなこと言ったら、コロナ禍は全員、第一希望あ絶たれているわけで、その中で、最高の代替案を探っているわけです。



僕は、彼らのクレームが不思議で仕方がなくて、「とにかく、チケットは一旦全て払い戻しをして、あらためてテーブル席を売れ」って、運営からすると、「別にいいけど、それをしたら、損をするのは、テーブル席を買えなくなるかもしれない貴方ですよ」ということだと思うんですね。

いやだって、ディナーショーとなると、自分用のテーブルがあって、椅子があって、食事があるわけで、当然、スタンディング席からは値段は上がるわけじゃないですか？

でも、今回の判断だと、「すでにスタンディングチケットを持っている人」を対象にディナー席を販売するわけで、これは二重課金でも何でもなくて、本来のディナー席の値段からスタンディングチケット料金分は削られるわけじゃないですか？



言ってること、伝わってます？



……つまり、今回の運営の判断で、すでにチケットを買っていたお客さんが損をすることなんて一つもないんです。

納得がいかない点があるとするのであれば、「LIVE配信の閲覧権」の値段が、一階スタンディングチケットの３５００円という点ぐらい？

でも、そこに納得が行かなければ「返金対応」もしてくれるというのです。



僕は見事な判断だと思ったのですが、感情にまかせて、ここにクレームを入れる人がいる。



でね、運営がそのクレームを受け入れて、「じゃあ、分かりました。お望み通り、チケットは全員一旦払い戻し」としてしまうと、フラットに戻るわけだから、たとえばディナー席の値段があのままだと「６５００円」だったところが、「１万円」になり、加えて、その「ディナー席」が手に入るかどうかも分からない。

　
前までなら、「スタンディングチケットを持っている人」だけが、「ディナー席」の購入権利を持っていたんだけど、今度はそうではなくなって、「ディナー席」の購入対象者が全員になるので、より、チケットは手に入りづらくなる。

　
で、チケットが手に入らなくて、「それでも見たいから」となったら、結局、「LIVE配信のチケット」を購入することになるわけで…そもそも、誰が得をする為のクレームだったの？という話じゃないですか。

少なくとも、クレームを入れた本人は損をしている。



勿論、これは一昨日の時点での、まだ本決まりになる前のやりとりなので、その後、どうなったかは知りませんし、運営からの判断を待っているところですが……こういった感じで、「感情にまかせてクレームを入れたけれども、そのクレームが採用されたら、自分が損をする」ということって、往々にあると思っています。

僕は自分もエンタメサービスを提供する側なので分かるのですが、サービス提供者は「お客さんから長く愛される」ということが一番最初にあるので、そうなってくると、何かトラブルがあった場合は、「どうすれば、お客さんの損を減らせるか？」を皆、結構本気で考えています。

お客さんから搾取するようなサービスが、短命であることを皆、知っているので。



今回の「なんで追加でお金を払わなアカンねん」のクレームの根底には、「ちょっとズルしようとしているに違いない」という思い込みがあると思うのですが、お客さんに愛される前提で動いている人は、そんなことはしません。

そんなことをしたら、長期的に見て、自分が損するんだもん。



なので、今後、カーッとなっちゃって、「クレームを入れてやろう！」と思った時は、一旦、今日の話を思い返してください。

そのクレームが採用されたら、自分が損をする確率って、メチャクチャ高いので、気をつけてみてください。




▼西野亮廣の最新のエンタメビジネスに関する記事(1記事=2000~3000文字)が毎朝読めるのはオンラインサロン(ほぼメルマガ)はコチラ↓
https://salon.jp/nishino

▼Instagram版はコチラ↓
https://nishino73.thebase.in/items/25497065

━━━
２０２０年１２月２５日公開！
映画『えんとつ町のプペル』

▼オンラインムビチケ（特典付き）の購入はこちら↓
https://mvtk.jp/Film/070395
[people who leave their emotions and complain and reduce their own share]

We will start with our annual update report, but currently, we are looking for a crowdfunding ′′ Silkht ′′ in the crowdfunding ′′ Silkht ′′ and the participants of the ′′ Nishino Ryo Online Lecture ~ Marketing course [Advanced Edition]~" are 3300 I've breached my name.

(※ the participation of the lecture is here ↓)
https://silkhat.yoshimoto.co.jp/projects/2158

　
The remarkable thing is that ′′ the growth of the application of the enrollment is not stopping maybe it will finally be about 5000 people.
When I was in the middle of Corona, I held a 1 million online lecture twice, but it looks like it's going to be a scale lecture that will continue there.

I would like to talk about how to deliver things and how to get involved in people based on my own case.
If you are interested, please fly from the ′′ Silkhat ′′ project page.

→https://silkhat.yoshimoto.co.jp/projects/2158



Later, the other day, the reputation of the ′′ Cosplay Photoshoot ′′ that nishino did the freaking costume of was very good, so it was decided to be held again in Tokyo and Osaka for only 100 pairs.

Join us here → https://silkhat.yoshimoto.co.jp/projects/2206


Thank you for your kind support.

So I want to enter the chase, but today I would like to talk to you with the theme of ′′ people who leave it to emotions and put a complaint and reduce their share,"


I think it's better to talk to you with a specific example, so i want to talk to you from the angle, but I'm not completely following it, so I'd like to wait for the official announcement of the accurate information, but every year, 5 days in a row at the end of the year, we are having a music festival called ′′ Genius Expo ′′

I'm not a performer, but as a customer, I'm going to have a attendance award from the beginning of the festival.

Every year, I will definitely save the schedule for the ′′ Genius Expo ′′ and anyway, I've been working hard for 1 years for this day.
Of course, this year too.



Anyway, it's a fun space, and this festival is interesting," it's not attracting with performers,"

Every year, most customers carry their feet to the venue without knowing who will be performing.
In other words, in the ′′ festival itself," more specifically, there is a fan in that space.

The only thing I know is ′′ every year, nishino is drunk at the audience and the tickets for the music festival that I don't know who's going to be out are sold out all dates. Anyway, as far as I know, it's the most fun music festival. Music Festival or year-end party, isn't it?

If you can search for the image at ′′ Genius Expo 2019 ′′ I think the atmosphere of the venue will be transmitted.



It's a ′′ Genius Expo ′′ but it's been a long time since I've been in the middle of a long time since I've been in the middle of a long time since I've been in the middle of

I know a hundred things that people on the management site want to be held, but I have to think about protecting the safety of the customer, so I wonder what I'm going to do. I was thinking of catching it.
Because no one is bad.



So, the day before yesterday," the organizers of the ′′ Genius Expo ′′ are towards the fans of the genius expo," I'm still lost, and it's not a done, but at the moment, I'm thinking about going in this direction ′′ That's what I'm talking about.

In the form of consulting a fan.



In it, there was an announcement that ′′ I'm thinking about doing the first floor stand seat, all of them in the table seat, and this year I'm thinking about doing it in the dinner show format,"

This is how customers in the venue are about 4 minutes, and they can protect the guidelines for the new corona virus countermeasures, and they can avoid secretly.

So, the ticket for the first floor stand seat I have now (3500 yen) is on behalf of ′′ live broadcast viewing ticket ′′ on the day of the day," still, I want to watch it at the table seat (dinner seat) at the venue ′′ Is the form of ′′ Buy dinner seat tickets ′′ in addition.

′′ dinner seat tickets ′′ can be purchased," limited to those who have tickets for the first floor stand seat," for those who are not interested in live streaming, we will respond to the refund of the ticket ′′ With the condition.



I personally thought that it was almost almost almost perfect as a way to get through Corona, but looking at the comments section of the distribution, the person who was dissatisfied with this judgement was chocolate chocolate.

′′ why do I have to pay extra to watch at the venue. Even if you sell a table seat, once you get a refund!" it's their side.

I think the first hope has been cut off, and it has become a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of That's what I'm talking about.



I can't help but wonder their complaint," anyway, the tickets are all refunded, and I'm going to sell the table seat again," it's good, but if you do it, I think it's you who may not be able to buy a table seat

No, when it comes to dinner show, there's a table for yourself, there's a chair, and there's a meal, and naturally, the price is going up from the standing seat?

But in this judgement, I'm selling dinner seats for ′′ people who already have a standing ticket," and this is not a double charge, and it's a standing ticket from the price of the original dinner seat. Isn't it going to be scraped?



What you're saying is transmitted?



...... in other words, in the judgement of the operation of this time, there is no one to lose the customer who has already bought the ticket.

If there is a point that is not convincing, the price of ′′ live broadcast viewing rights ′′ is about 3500 yen for the first floor standing ticket?

But if you don't agree there, you'll be able to ′′ refund ′′



I thought it was a stunning judgement, but there are people who leave it to emotions and complain here.



So, the operation accepts the complaint," well, I understand. As you want, all the tickets are refunded," and I'm going back to the flat, so for example, the price of the dinner seat is ′′ 6500 yen ′′ when it's ′′ 1 yen ′′ And in addition, I don't even know if I can get that ′′ dinner seat ′′

　
Until before, only ′′ people who have standing tickets ′′ had the right to buy ′′ dinner seats," but this time it's gone, and I'm going to have a ′′ dinner seat ′′ to all of them. It's going to be harder to get tickets.

　
So, I can't get tickets, and I still want to see it," after all, I'm going to buy ′′ tickets for live streaming... in the first place, who's going to get a deal. A complaint to get it Was it? Isn't that a story?

At least the person who complained is losing.



Of course, this is the interaction before the day before yesterday, so I don't know what happened after that, and I'm waiting for the judgement from the operation, but...... this is how it feels," I put a complaint in my emotions, but if the complaint is adopted, I think that I will lose myself

I know that I am also the side of providing entertainment services, but the service provider is the first to say ′′ I will be loved for a long time from a customer so if you have any trouble Ha," I'm pretty seriously thinking about how to reduce the loss of the customer?"

We all know that a service that is exploited from a customer is a short life.



I think that the base of the complaint of ′′ why don't you pay money in addition," I think I'm going to be a bit of a cheat," but I'm moving on the premise of being loved by the customer. People don't do that.

If you do that, you'll see it in a long term, and you'll lose yourself.



So, in the future, I'm going to be a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of a bit of

If the complaint is adopted, the probability of losing yourself is so messed up, so be careful.




▼ an article about the latest entertainment business of ryo nishino (1 articles = 2000 to 3000 characters) can be read every morning online salon (almost mail magazine) is here ↓
https://salon.jp/nishino

▼ Instagram version is here ↓
https://nishino73.thebase.in/items/25497065

━━━
Released on December 25, 2020!
The movie in a town ′′

▼ Buy Online Bangabandhu (with perks) here ↓
https://mvtk.jp/Film/070395Translated

My brother’s @adamdidam version of Tomyum Fried Rice or Nasi Goreng Tomyam ?

Several years ago, on a beautiful evening in Istanbul, I shared the most delicious Nasi Goreng Tomyam with my brother. I had an invitation to speak at a university there, so I flew to Istanbul straight from England. Adam was on his annual leave from Petronas and wanted to join me. He flew all the way from Malaysia along with Mummy, and the three of us met in Istanbul.

Mummy cooked Nasi Goreng Tomyam at home and brought it along with her. And on that first evening in Istanbul, the three of us shared the super special fried rice together! Mummy had it in a bowl, while Adam and I ate from the same container! As we were eating, I saw a big juicy prawn. I knew it’s Adam’s favourite! I tried to avoid eye contact with him, but oh well, I just couldn’t help it. When I turned to him, he gave me that adorable look like Puss in Boots in Shrek! Okayyy...I gave the prawn to him. He quickly took it and cut the prawn in two. He took half, and (not to my surprise) he put the other half on my spoon. My irreplaceable brother...

That evening, Adam and I had the best Nasi Goreng Tomyam in the world! And today, many many evenings later, I still can feel the moment. The juiciness of the prawn. The spicy and sour flavour of the fried rice. The aromatic smell of lemongrass, kaffir lime leaves, galangal. SubhanAllah! My brother and I have shared so many beautiful memories together, and this one is my favourites ♥️

With love,
Adam’s Eldest Sister @drauntie.uk
#SundayWithAdam