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3部Youtube影片,追蹤數超過15萬的網紅umino ASMR,也在其Youtube影片中提到,※単体で投稿して欲しい音があったらコメントまでよろしく。 Hello, I am umino.Thank you for watching this video.This description uses ○○ Translate. やっはろー、私はうみのなのかもしれない。動画を見てくれてありがと...
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why are sports good for you 在 Facebook 的最佳貼文
Video - My little Chefs
Adam & Noah loves painting .
I believe every child loves these activities.
It's really upto us to expand their creativity in every possible way ...
Hence the reason why it's important to expose our children to every activities .. so that we can identify what their likes & dislikes and move on from there ...
Children usually get excited learning new things .
And if you make it fun , being there , encouraging them with love and support - they going to end up loving them be it sports , Maths , a new language , music , etc .
Newborns are born learners .
That's how they adapt .
They are always curious exploring things .
They observe what adults do and imitate us .
Good parents bring out good kids .
But how to become good parents ? By -
Being knowledgeable on parenting
Being knowledgeable on how a child brain develops ...
Having goals & targets for your kids ...
Spending time with your kids ...
Encouraging & support them at all times ...
And most importantly both Mommy & Daddy need to play their role on the same page ...
Just sharing
Good Morning Everyone
Love As Always
PS - More details in' My Way Of Parenting ' Book - Only at Shopee : drsheikh.os
why are sports good for you 在 IELTS Fighter - Chiến binh IELTS Facebook 的最佳貼文
- Hôm nay chúng ta cùng tìm hiểu một số câu hỏi theo hai chủ đề nhỏ:
Competitions in school
Example questions:
1. Why do you think some school teachers use competitions as class activities?
2. Do you think it is a good thing to give prizes to children who do well at school? Why?
3. Would you say that schools for young children have become more or less competitive since you were that age? Why?
Sporting competitions
Example questions:
1. What are the advantages and disadvantages of intensive training for young sportspeople?
2. Some people think that competition leads to a better performance from sports stars. Others think it just makes players feelinsecure. What is your opinion?
3. Do you think that it is possible to become too competitive in sport? In what way?
Các bạn cùng tham khảo nhé!
why are sports good for you 在 umino ASMR Youtube 的最讚貼文
※単体で投稿して欲しい音があったらコメントまでよろしく。
Hello, I am umino.Thank you for watching this video.This description uses ○○ Translate.
やっはろー、私はうみのなのかもしれない。動画を見てくれてありがとうショコラティエンヌいぐるみんみんぜみうるせえぞこの野郎。
People who don't understand Japanese can't understand what I'm talking about in this video. So I will explain it in the summary column.
日本語が分からない人のために英語も載せておくけど多分翻訳ミスも多いよ。
This video is a campaign to post a collection of video material that we haven't been able to post yet. It's weak with just one piece, but if you put five pieces together, you can get by. If I get 5 of them together and they are weak, I will send them to the grave. Goodbye my video material (and the time I shot it).
今回の動画は中々投稿できていなかった動画素材をまとめて投稿キャンペーン。1個だけだと弱いけど5個まとめれば何とかなるでしょうの精神。5個集まっても弱かったらコイツラをボツ墓場へ送ります。さようなら私の動画素材(と撮影した時間)。
In Japanese sports manga, there's a setting in which an individual is weak, but somehow becomes stronger when they join a team. That's what this video is about. This is an ASMR video, though.
日本のスポーツ漫画には個人では弱いけど何故かチームになるとでは強くなってしまうという設定がある。この動画はそれだ。これASMR動画だけどね。
Do you have a favorite Japanese sports manga? Slam Dunk, Hi-Q, and what's next? A phenomenon that I should have read a lot of things, but when I try to remember, they don't come up. I'm not bothered by this phenomenon every day. The only time it bothers me is when I'm writing a paragraph or an outline.
日本のスポーツ漫画で好きなものはありますか?スラムダンク、ハイキュー、あとなんだっけ。色々読んでるはずなのに思い出そうとすると出てこない現象。俺はこの現象に日々悩まされてはいない。テロップや概要欄を書く時にだけ悩まされる。
If you have a favorite of the five video materials used in this video, please let me know. I may post the video on its own if it's well received. My bet is that not many people want to listen to it (one sound) on its own. I don't have anything to bet on, though.
この動画で使われてる5個の動画素材で好きなものがあったら教えてほしい。好評ならば単体で動画投稿するかもしれない。それ(1つの音)だけで聴きたいという人はあまりいないという方に私は賭ける。何も賭けるものはないが。
Unusual for me, but I'm going to introduce the video (no you always introduce it. You must feel sorry for the videos). First of all, it's Cocoonball Scratch. The problem with this one is that you can't see the cocoons at all. I wanted to tell myself to think about the angle of the camera.
私にしては珍しいが動画の紹介をする(いやお前いつも紹介しろ。動画が可哀想だろう)。まずは繭玉スクラッチだ。こいつには問題がある。繭玉が全然見えないことだ。カメラのアングルを考えろとこの時の自分に言いたい。
The reason I shot this video is because I got excited when I bought this mic and decided to shoot whatever it was that I wanted to shoot. For those reasons, the videos I shot are slow to be released. Or they will be buried in the dark. In case you're wondering, there aren't many videos of me using this microphone. You know why? Because it's not very good (I said it quite muddled).
この動画を撮影した理由は、このマイクを買った時にテンションが上がって何でもいいから撮影しようと思ったからだ。そういった理由で撮影した動画は公開されるのが遅くなる。あるいは闇に葬られるのだ。因みにこのマイクを使った動画はあまり公開されていない。何故か分かるか?あまり良くないからだ(かなり濁して言った)。
The next step is to massage the ears using packing material. In Japan, they call it puchi puchi. Pappi-puppi-puppi. I have a lot of memories of this microphone, but if you ask me to remember it now, I can't remember that much. I haven't even seen much of him lately. Yes, it's because he's dead. Goodbye, SR3D.
次は梱包材を使った耳のマッサージだ。日本ではあれのことをプチプチと呼んでいる。ぱっぴっぷっぺっぷちっぷち。このマイクとは思い出が多くあるが、今思い出せと言われてもそんなに思い出せない。最近は姿すらあまり見ていない。そう、死んだからだ。さようならSR3D。
For those of you who like SR3D, I have good news and sad news. There's no sadder news than the fact that it's dead, so don't worry. I personally love this microphone and I'm thinking of buying it again. But when I look at the sales site, I see that it's still sold out. Until we meet again....
SR3Dが好きな人には朗報と悲報がある。死んだことよりも悲しい報告はないから安心して欲しい。個人的にこのマイクが好きなのでまた買おうと考えている。しかし、販売サイトを見るとソールドアウトが続いているのだ。また会える日まで…。
Next up is mic-tapping. I don't have much to say about this. I can see my hands better than the microphone. That's about all I can say.
次はマイクタッピングだ。これについてはあまり喋ることがない。マイクよりも手がよく見えますね。言えることはこれくらいだ。
Next up is crumbling clay. I heard it's called "playform" overseas. It is like Japanese Natto. I don't know if there are natto overseas. The problem of this animation is that the image is difficult to see. And the presence of the dummy head is too big.
次はつぶつぶ粘土だ。海外ではプレイフォームと呼ばれているらしい。ジャパニーズ納豆みたいなものだ。海外に納豆があるかは知らない。この動画の問題点は映像が見にくい。そしてダミーヘッドの存在感が大きすぎる。
Finally, the brush. Only the right side is louder. It's obvious that I skipped editing the audio, but that doesn't matter. The fact that I only bought one brush made it so subtle, and I'd like to ask me at the time why I was so stingy with a $1 brush.
最後はブラシ。右側だけ音が大きい。音声の編集をサボったことがバレてしまうがそんなことはどうでもいい。ブラシを1つしか買わなかったことにより、微妙な出来になってしまった。100円のブラシなのに、何故ケチったのかその時の私に聞いてみたい。
Five like this. I reread them and about half of them were wasted.
こんな感じの5つです。読み返したら半分くらいは無駄話だった。
Good night.
おやすみの。
0:00 プ
23:25 ま
33:34 ちーぷー
44:00 マ・タ
54:40 黒頭
1:04:59 モロコシヘッド
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why are sports good for you 在 バイリンガルベイビー英会話 Youtube 的最佳貼文
Hi everybody!
**English is below.
今週、日本にとってなかなか大変な1週間でした。台風と地震があり、my thoughts and prayers go out to everybody in the affected areas (日本語で言えなくて申し訳ありません)。
こちらの動画で皆さんの気持ちを少しだけでもあげられたらいいなと思います。
先週、アレックスがタカの働く会社に行ってきました。タイムチケットという会社です。https://www.timeticket.jp/
特別な許可をタカの上司から頂き、「ダディはどのような会社に勤めているのか」自分の目で見ることができました。アレックスはオフィス仕事が好きみたいです。家で、彼だけのオフィスを作らせられて、しかもアンパンマンのオフィスではなく、「黒いデスク(私のデスクよりかっこいい!)にして」って頼まれました(笑)。そこに、お描きグッズとかステッカーやのりを置いてあげて「自分だけの集中できる空間」を作ってあげました。それぐらいアレックスは「仕事」とか「会社」が好きです。なので今回、この貴重なチャンスを頂き、本当にタイムチケット様に感謝しています。
**Follow us**
Instagram: https://www.instagram.com/bilingualbaby/
Twitter: https://twitter.com/bilingualbaby01
Blog: https://ameblo.jp/bilingualbaby
#キッザニア #英語 #聞き流し 英語グ
Hi everybody!
First of all, we really want to send out our love and prayers to everybody who has been affected in some way from typhoon and earthquake. It truly has been a difficult time for Japan.
We hope that today’s video can put a smile on everyone’s face and that you can enjoy it.
Last week Alex went to Taka’s office for a few hours. We got special permission from his manager and showed him what Daddy’s office looks like and what Daddy does. Now, Alex has always been interested in “offices” and “work stations.” We don’t know why! In fact, at home he asked us to make a work station for him (for his coloring and crafts) and he asked that we make it black! Seriously—his work station is cooler than mine! Anyways, given how much Alex is infatuated with “work” and “offices,” this opportunity to go visit his Daddy at work is something that I know he will cherish forever. We are thankful to Time Ticket (the company where Taka works) for giving him this opportunity and for being such good sports the whole time (even though Alex hung up on the boss!)
Have a great evening!
**Follow us**
Instagram: https://www.instagram.com/bilingualbaby/
Twitter: https://twitter.com/bilingualbaby01
Blog: https://ameblo.jp/bilingualbaby
【このチャンネルについて】
子育てしている日本のママとパパたちへ!
「英語を子供に教えたいけど、どうすればいいのかわからない」と多くの日本人のママ友によーーく言われます。
私は、アメリカ人ママです。アイシャともうします。息子は2015年3月2日に生まれたアレックス君です。アレックスが大人になって、一番なってほしいことは「英語ペラペラ」ではなく、「グローバルな視野」を持っている人になってほしいです。ルールのない世界で、どの問題や壁にぶつかっても、クリエーティブ的に考えてほしいし、恥ずかがらないでどんなチャレンジを積極的に受け入れてほしいです。英語はもちろんできるだけ教えようとは思いますが、それが全てではないし、どちらかというと「楽しく英語に接触させながら、面白い世界(もうはや壁のない世界)を見せたいと思います。」
このチャンネルには、子供に教えれる英語ビデオもアップしますし、外国の育児方法や想像力とコミュニケーション力を伸ばすゲームについてのビデオもたくさん投稿したいと思います。
日本の子育て VS 外国の子育て方針についてもビデオを投稿したいと思います。
では、楽しく子供と英会話しながら、世界の子育てなどについて一緒に学びましょう♪
![post-title](https://i.ytimg.com/vi/B3959Pfmqi8/hqdefault.jpg)
why are sports good for you 在 Kyle Le Dot Net Youtube 的最讚貼文
As you know Saigon is broken up in many different districts. The numbered districts get all the attention. But did you know that Tan Binh is home to the oldest and first Korean area in Saigon? Phu My Hung attracted the Koreans much later on. Today, many of the best Korean restaurants are found on Thanh Long St. and not in Phu My Hung. You can access the Koreatown minutes away from the airport exit toll booths. It's directly behind the Superbowl, which used to be a Korean mall back in the day.
Not many people know that public swimming pools exist in Saigon. They are largely tucked away from the main road and are grouped with the sports or recreational areas. For fifty cents or more you can take a dip and go swimming. You also have to wear a certain dress code of swim drunks and some kind of swim wear. Bikinis are optional. Why don't I like to swim? I find it kind of gross to be in the same water with 100 other people, primarily kids. This is why I don't even like to swim at the beach. Not to mention how I can't swim. But in an upcoming Ho Tram video, you will see me swim for the first time. We didn't stay too long at the swimming pool here btw, located on CMT8
Another unique thing about Tan Binh is the fact that there's a random farm at the end of Chan Hung Street. A farm in the middle of an urban sprawl. People were actually cultivating produce to sell, not necessarily just to eat. Nearby on the same street there are also many places where you can eat bun thit nuong or bun cha. I was already full so I didn't eat anything, but OldBoy took a few bites and was in heaven. I'll definitely return if I'm ever in the area.
Another thing to note is the fact that Tan Binh is home to many Catholics who live in these neighborhoods centered around a church. During mass, you'll see people walking to and fro the churches. It's an awesome sight and a reminder that religion can bring people together. It also exemplifies how close communities can be. I mean, when I walked down these alleyways I was stopped and asked many times why I was there. People keep an eye out for each other here. Their alleys and neighborhood is all they know. Exploring alleys is another thing that many tourists fail to do. It's exciting and dangerous at the same time. Be careful, but you'll have a good time... unless you have a bad time.
And lastly, to wrap up the half day, eating some be thui or lightly roasted calf meat with the skin and all is pure bliss. It's all about the sauce and it's all about the beer. This is definitely a drinking type of a meat. Unfortunately, I don't drink that often and this wasn't the night for it. This meat basically tastes like a light beef with virtually no fat. The meat is so smooth. It literally melts in your mouth. There's not much flavoring. It's all about the dipping sauce. And the best part is you get the cartilage and skin in there as well. Now, there was a hitch when it came to filming this. The Be Thui places
in the area were not very happy with any camera action. I had to quietly do it. It was a very hostile environment for cameras. This Be Thui Place is at 266 Bac Hai.
I know these aren't all the best places and whatnot in Tan Binh. I just wanted to give you a better idea of what's out there before you say that there's nothing to do in Saigon. There's always something to do.
---------------------------------------------------
About Me: I'm Kyle Le and I live, travel, and eat in Vietnam and many Asian countries. I'm passionate about making videos and sharing modern Asia to the world. I've traveled everywhere in Vietnam, from Hanoi to Saigon - Far North, Central Highlands, Islands, and Deep Mekong Delta - I've visited there. In addition to 10+ countries in Asia from Indonesia to Thailand to Singapore, you'll find all of my food, tourist attractions, and daily life experiences discovering my roots in the motherland on this amazing journey right on this channel. So be sure to subscribe- there's new videos all the time and connect with me below so you don't miss any adventures.
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