🌻年報導讀
之前提過, 本來想秋天來做這樣的導讀, 但台灣疫情太嚴重, 這個時候做, 或許比較好, 這樣有興趣的人可以利用在家的時間來學習, 也可以轉移對疫情的注意力.
美國上市公司的年報資訊很透明. 通常看完一份年報, 就能掌握八成的公司狀態了. 公司給的官方資訊也比網路上的優質&有系統.
這次會以一家成長型公司的年報為主軸, 其他公司的為輔, 來帶大家看年報, 並分享自己是如何抓公司的營運重點. 屆時也會有有看年報經驗的股友一起做分享.
(By the way, 我說的年報導讀, 是說看10-K(以下以PINS為例). 主要是知道公司的業務, 還有該注意的營運關鍵數字:
https://d18rn0p25nwr6d.cloudfront.net/CIK-0001506293/0c811ec8-0109-4e9a-8f81-974b15595671.pdf
Anyway. 只是想先溝通一下會比較好. 要參加的人, 也比較有心理準備.)
年報導讀
🎯目的: 推廣看年報的好處,並藉此了解公司營運核心, 以掌握財富; 推廣疫情期間在家自學.
🎯對象: 想要了解個股基本面的美股投資人.英文能力不是問題: 可透過這次的導讀, 讓您之後找中文資料時, 能夠進入狀況. 或是之後可利用Google Translator來做輔助.
🎯時間: 台灣時間本周日(06/06)早上10點. 美國的朋友也歡迎(美東時間周六晚上10點, 美西時間晚上7點). 計畫1~1個半小時.
🎯進行方式 : Zoom (抱歉我不會露臉😅)
請用這連結加入會議: https://www.zoom.us/join
Meeting ID: 490 064 3121
Meeting passcode: 4n0tRe(輸入的時候請注意大小寫. 中間那個是數字"0")
(如果屆時不方便, 我會將影片錄下來, 之後可以觀看)
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_27.html
🌻曾獲諾貝爾經濟學獎的美國心理學家 Daniel Kahneman, 最近接受了Barron's的專訪, 談了一下他的新書"Noise".
https://www.barrons.com/articles/economist-daniel-kahneman-says-noise-is-wrecking-your-judgment-heres-why-and-what-to-do-about-it-51622228892
印象比較深的幾段有:
1. 討論也是會帶來所謂的噪音("in some cases, discussions can cause noise.")
-->This makes me wonder: 大家在一起討論個股時, 是否真的對自己有幫助?
一位財經名嘴的方法挺好: 他會自己先把公司的資料看過一遍後, 歸納出自己的想法. 也讓自己不受到媒體的報導所影響.
2. Overconfidence spins from the fact that we tend to latch onto one interpretation of a situation. We do not see alternatives.
過於自信其實是只看到一種情境的展現, 因為這表示自己沒有看到另外幾種情境.
3. One way to discipline your thinking is independence—making sure that if you’re consulting different people, they are independent of each other. Or if you are looking at different characteristics of an investment, that you evaluate them independently of each other.
一種讓自己思考能夠有紀律的方法是獨立--也就是在跟不同的人徵詢意見時, 這些人的思考也是要互相獨立的. 不是同溫層.
運用在投資上就是, 在考量一家公司的各種特點時, 要獨立去看這些特點.
4. 這段也寫的挺好. 可用在挑股上. 也就是, 挑股時, 不能只把眼光侷限在單一個股上. 而是要把公司拿來跟其他公司一起做比較.
Aggregate judgements wherever possible. Making judgements comparatively, rather than absolutely, is [also] a very good procedure. People are much better at saying that A is riskier than B, rather than putting an exact number on how risky A is and how risky B is. Use comparative risk and relative risk, rather than putting absolute numbers on things. Simple rules tend to be very good; people who are not governed by rules tend to be extremely noisy in their judgements. When you become conscious of the problem of noise, you become conscious of the value of rules and of discipline.
Picture: 花栗鼠(chipmunk)
同時也有29部Youtube影片,追蹤數超過68萬的網紅蔡佩軒 Ariel Tsai,也在其Youtube影片中提到,BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 29:13 Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH YouTube每週日11點一集👉https://bit.ly/3ucWNiG 今天是說故...
「what makes you you中文」的推薦目錄:
- 關於what makes you you中文 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於what makes you you中文 在 D.A. Facebook 的最佳貼文
- 關於what makes you you中文 在 黃之鋒 Joshua Wong Facebook 的最佳解答
- 關於what makes you you中文 在 蔡佩軒 Ariel Tsai Youtube 的最佳貼文
- 關於what makes you you中文 在 VOGUE Taiwan Youtube 的最佳解答
- 關於what makes you you中文 在 LayersOf_Jenn Youtube 的精選貼文
what makes you you中文 在 D.A. Facebook 的最佳貼文
-(中文版本往下滑!)
BH Cosmetics x Carli Bybel deluxe edition eyeshadow palette look 3! What this look differs from the others is that I add glitters from unleashia !
Unleashia get loose glitter gel No.7 happy baker has pinky and purple-ish glitters, suits the purple side of the palette 😉 I add it on the middle of my eyelids, makes this look more sparkling than the first look!
Which look of the 3 looks I create from bhcosmetics’ palette do you like the most?
Let me know in the comments down below:)
More pics👉👉👉
Wish you all a lovely day 🌸
-
#bhcosmetics 和 #carlibybel 聯名的眼影盤眼妝分享第三彈!
這次不一樣的是還加上了 #unleashia 璀璨閃光眼影凝膠 No.7 happy baker,一個紫色和粉色混雜的亮片!加在眼中讓妝容比第一個妝容更加閃亮✨!
用bhcosmetics眼影盤化的三個眼妝裡面你們最喜歡哪個呢?
歡迎在留言區跟我分享❤️
更多照片👉👉👉
祝你們有美好的一天🌸
#makeup #化妝 #化粧 #アイメイク #motd #dailymakeup #コスメ #아이메이크업 #메이크업 #오늘의화장 #눈화장 #makeupinspo #makeupideas #makeupinspiration #makeuptutorial #100daysofmakeup #wakeupandmakeup #eotd #eyemakeup #eyeshadowpalette #eyeshadow #眼妝 #kbeauty #glittereyeshadow #glittermakeup #glitters #glittereye
what makes you you中文 在 黃之鋒 Joshua Wong Facebook 的最佳解答
【Joshua Wong speaking to the Italian Senate】#意大利國會研討會演說 —— 呼籲世界在大學保衛戰一週年後與香港人站在同一陣線
中文、意大利文演說全文:https://www.patreon.com/posts/44167118
感謝開創未來基金會(Fondazione Farefuturo)邀請,讓我透過視像方式在意大利國會裡舉辦的研討會發言,呼籲世界繼續關注香港,與香港人站在同一陣線。
意大利作為絕無僅有參與一帶一路發展的國家,理應對中共打壓有更全面的理解,如今正值大學保衛戰一週年,以致大搜捕的時刻,當打壓更為嚴峻,香港更需要世界與我們同行。
為了讓各地朋友也能更了解香港狀況,我已在Patreon發佈當天演說的中文、英文和意大利文發言稿,盼望在如此困難的時勢裡,繼續讓世界知道我們未曾心息的反抗意志。
【The Value of Freedom: Burning Questions for Hong Kongers】
Good morning. I have the privilege today to share some of my thoughts and reflections about freedom, after taking part in social activism for eight years in Hong Kong. A movement calling for the withdrawal of the extradition law starting from last year had escalated into a demand for democracy and freedom. This city used to be prestigious for being the world’s most liberal economy, but now the infamous authoritarian government took away our freedom to election, freedom of assembly, freedom of expression and ideas.
Sometimes, we cannot avoid questioning the cause we are fighting for, the value of freedom. Despite a rather bleak prospect, why do we have to continue in this struggle? Why do we have to cherish freedom? What can we do to safeguard freedom at home and stay alert to attacks on freedom? In answering these questions, I hope to walk through three episodes in the previous year.
Turning to 2020, protests are not seen as frequently as they used to be on the media lens, partly because of the pandemic, but more importantly for the authoritarian rule. While the world is busy fighting the pandemic, our government took advantage of the virus to exert a tighter grip over our freedom. Putting the emergency laws in place, public assemblies in Hong Kong were banned. Most recently, a rally to support press freedom organized by journalists was also forbidden. While many people may ask if it is the end of street activism, ahead of us in the fight for freedom is another battleground: the court and the prison.
Freedom Fighters in Courtrooms and in Jail
Part of the huge cost incurred in the fight for freedom and democracy in Hong Kong is the increasing judicial casualties. As of today, more than 10 thousand people have been arrested since the movement broke out, more than a hundred of them are already locked up in prison. Among the 2,300 protestors who are prosecuted, 700 of them may be sentenced up to ten years for rioting charges.
Putting these figures into context, I wish to tell you what life is like, as a youngster in today’s Hong Kong. I was humbled by a lot of younger protestors and students whose exceptional maturity are demonstrated in courtrooms and in prison. What is thought to be normal university life is completely out of the question because very likely the neighbour next door or the roommate who cooked you lunch today will be thrown to jail on the next.
I do prison visits a few times a month to talk to activists who are facing criminal charges or serving sentences for their involvement in the movement. It is not just a routine of my political work, but it becomes my life as an activist. Since the movement, prison visits has also become the daily lives of many families.
But it is always an unpleasant experience passing through the iron gates one after one to enter the visitors’ room, speaking to someone who is deprived of liberty, for a selflessly noble cause. As an activist serving three brief jail terms, I understand that the banality of the four walls is not the most difficult to endure in jail. What is more unbearable is the control of thought and ideas in every single part of our daily routine enforced by the prison system. It will diminish your ability to think critically and the worst of it will persuade you to give up on what you are fighting for, if you have not prepared it well. Three years ago when I wrote on the first page of prison letters, which later turned into a publication called the ‘Unfree Speech’, I was alarmed at the environment of the prison cell. Those letters were written in a state in which freedom was deprived of and in which censorship was obvious. It brings us to question ourselves: other than physical constraints like prison bars, what makes us continue in the fight for freedom and democracy?
Mutual Support to activists behind-the-scene
The support for this movement is undiminished over these 17 months. There are many beautiful parts in the movement that continue to revitalise the ways we contribute to this city, instead of making money on our own in the so-called global financial centre. In particular, it is the fraternity, the mutual assistance among protestors that I cherished the most.
As more protestors are arrested, people offer help and assistance wholeheartedly -- we sit in court hearings even if we don’t know each other, and do frequent prison visits and write letters to protesters in detention. In major festivals and holidays, people gathered outside the prison to chant slogans so that they won’t feel alone and disconnected. This is the most touching part to me for I also experienced life in jail.
The cohesion, the connection and bonding among protestors are the cornerstone to the movement. At the same time, these virtues gave so much empowerment to the mass public who might not be able to fight bravely in the escalating protests. These scenes are not able to be captured by cameras, but I’m sure it is some of the most important parts of Hong Kong’s movement that I hope the world will remember.
I believe this mutual support transcends nationality or territory because the value of freedom does not alter in different places. More recently, Twelve Hongkong activists, all involved in the movement last year, were kidnapped by China’s coastal guard when fleeing to Taiwan for political refugee in late-August. All of them are now detained secretly in China, with the youngest aged only 16. We suspect they are under torture during detention and we call for help on the international level, putting up #SAVE12 campaign on twitter. In fact, how surprising it is to see people all over the world standing with the dozen detained protestors for the same cause. I’m moved by activists in Italy, who barely knew these Hong Kong activists, even took part in a hunger strike last month calling for immediate release of them. This form of interconnectivity keeps us in spirit and to continue our struggle to freedom and democracy.
Understanding Value of freedom in the university battle
A year ago on this day, Hong Kong was embroiled in burning clashes as the police besieged the Polytechnic University. It was a day we will not forget and this wound is still bleeding in the hearts of many Hong Kongers. A journalist stationed in the university at that time once told me that being at the scene could only remind him of the Tiananmen Square Massacre 31 years ago in Beijing. There was basically no exit except going for the dangerous sewage drains.
That day, thousands of people, old or young, flocked to districts close to the university before dawn, trying to rescue protestors trapped inside the campus. The reinforcements faced grave danger too, for police raided every corner of the small streets and alleys, arresting a lot of them. Among the 800+ arrested on a single day, 213 people were charged with rioting. For sure these people know there will be repercussions. It is the conscience driving them to take to the streets regardless of the danger, the conscience that we should stand up to brutality and authoritarianism, and ultimately to fight for freedoms that are guaranteed in our constitution. As my dear friend, Brian Leung once said, ‘’Hong Kong Belongs to Everyone Who Shares Its Pain’’. I believe the value of freedom is exemplified through our compassion to whom we love, so much that we are willing to sacrifice the freedom of our own.
Defending freedom behind the bars
No doubt there is a terrible price to pay in standing up to the Beijing and Hong Kong government. But after serving a few brief jail sentences and facing the continuing threat of harassment, I learnt to cherish the freedom I have for now, and I shall devote every bit what I have to strive for the freedom of those who have been ruthlessly denied.
The three episodes I shared with you today -- the courtroom, visiting prisoners and the battle of university continue to remind me of the fact that the fight for freedom has not ended yet. In the coming months, I will be facing a maximum of 5 years in jail for unauthorized assembly and up to one ridiculous year for wearing a mask in protest. But prison bars would never stop me from activism and thinking critically.
I only wish that during my absence, you can continue to stand with the people of Hong Kong, by following closely to the development, no matter the ill-fated election, the large-scale arrest under National Security Law or the twelve activists in China. To defy the greatest human rights abusers is the essential way to restore democracy of our generation, and the generation following us.
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💪小額支持我的獨家分析及文章:https://bit.ly/joshuawonghk
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what makes you you中文 在 蔡佩軒 Ariel Tsai Youtube 的最佳貼文
BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 29:13
Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH
YouTube每週日11點一集👉https://bit.ly/3ucWNiG
今天是說故事時間,要念的故事是一篇短篇小說,來自於村上春樹的《沒有女人的男人們》其中一篇,叫做《獨立器官》。
最近又重讀村上春樹的這本書,讀到這篇小說覺得非常有意思,想讀給大家聽,分享我認為很有意思的觀點。
這篇小說敘述一個不婚主義的單身貴族,52歲的整形醫生,算是人生勝利組,在愛情上也是遊戲人間,然而這樣的人,終於在某天遇上了讓他心儀不已的女子,但卻陷入了自我懷疑,「自己」究竟是什麼呢?
書中主角對於愛情的觀點用獨立器官來形容,我覺得非常有意思,一起來聽聽故事吧!
節目最後送上這首《清醒》,這首創作接近我第一次接觸村上春樹作品的年紀,enjoy!
《清醒》歌曲收聽:https://youtu.be/9EI7-o7JsYM
✨
Love this short story “An Independent Organ” by Murakami Haruki from “Men Without Women”.
Some questions worth thinking after finishing this story:
Do you have an independent organ as well when it comes to love?
When stripped away from all external and societal expectations, what makes you “you”?
What do you want to be remembered for? What is/will be your legacy?
**Song at the end “清醒” (Awake) :http://bit.ly/331Cecw
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秘密計畫終於公佈:我出書了!
✨📕新書《做好自己喜歡的事,就會閃閃發光》✨
Ariel 蔡佩軒的 3 步驟夢想實踐清單
【首刷限量隨書贈:夢想清單記事本】
■ STEP1 談夢想:沒有夢想很正常。不確定自己的夢想,更正常
■ STEP2 寫日記:最糟的都撐過去了。現在,不是最糟的時候
■ STEP3 列清單:堅持不是一個長跑,它是很多一個接一個的短跑
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what makes you you中文 在 VOGUE Taiwan Youtube 的最佳解答
如何挑選最合適的馬鈴薯做料理 ► https://smarturl.it/0cggo0
布拉德·萊昂 (Brad Leone) 製作發酵味噌薯條。 這道炸薯條食譜足以在一家 5 星級餐廳享用,而且每盤要價 50 美元。 在有限的時間內,這個食譜可以讓你在11 分鐘內製作一道美味薯條! 心動不如馬上行動!
加入 Bon Appétit 測試廚房工作人員 Brad Leone 的狂野、迂迴和科學冒險,探索發酵食品等。 從發酵黃油和康普茶,到泡菜和味噌,再到啤酒和辣椒醬,學習如何自己製作發酵食品和活食品。
#療癒廚房 #味噌發酵烤薯條 #BradLeone
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【追蹤 VOGUE TAIWAN】
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※關於時尚,VOGUE說了算!自從1892年第一本VOGUE在美國出版以來,至今已有122年的歷史,始終被時尚專業人士所推崇,因此榮譽為Fashion Bible時尚聖經。
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※台灣VOGUE隸屬Condé Nast Interculture Group,相關國外影片皆由國外授權提供給台灣使用,台灣VOGUE秉持服務網友,讓更多中文語系觀眾可以看到國際影片跟中文字幕,所以在此頻道分享給大家,如果喜歡我們的頻道,請訂閱我們,我們將會持續努力帶來更多優質內容。
what makes you you中文 在 LayersOf_Jenn Youtube 的精選貼文
Fillers & botox in Taipei, Taiwan! [打開CC有中文字幕] I know not everyone will agree with my choices and that's fine. I walk in my skin so I am going to do what makes me happy. Thanks for watching & if you have any questions, leave them in the comments OR contact the clinic directly down below :)
板橋星和診所-(府中)
黃承翔醫師
院所地址:
https://www.google.com.tw/maps/place/220新北市板橋區中山路一段67號4樓/data=?hl=zh-TW"新北市板橋區中山路一段
服務電話: (02)2959-5376
服務時間: 週一至週六 12:00~21:00
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✨OTHER VIDEOS:✨
Foodpanda delivery you MUST try in Taiwan ft. Shopback ???? [您必須在台灣嘗試Foodpanda送外賣] https://youtu.be/V9ZXvII1jt0
A "perfect" day in Taiwan isolating at home ??? [台灣在家自我隔離的完美一天 ] https://youtu.be/cotpnlekioE
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