關於 you 're the one i like now ，我們在網路上蒐集到這些相關的討論、資訊與評價

"MAYBE IT'S TIME TO REST ON OUR LAURELS."
--

Pandemic has brought up a lot of things I need to heal through, and this is one of them: the idea of the "perpetual achievement". Sound familiar?

We glooorify it. What you did today is good, yeah - but what about what you'll do TOMORROW? You'd better be going higher, stronger, faster - never stop, don't you dare. Post the next ig picture. Generate tomorrow's tiktok content. Hope for likes. Touched the sky? Blow a hole through the atmosphere and torpedo straight on to the next burning star. The you from yesterday? We don't know her. We're better. Upgraded. V 2.0.

I've been living my life like this for years now, but the past 2 years have forced us all to BE slowed down and re-evaluate.

Don't get me wrong. Ambition & achievement are wonderful. (There are certainly many more things I want to achieve, and much coming up that I'm going to be sharing with you guys. Never stop dreaming.) But dreaming becomes a problem when it turns living into a nightmare, because you can't stop trying to put distance between yourself and yourself. Stop being the shadow you are continually trying to win. It's EXHAUSTING. Aren't you exhausted? I am.

So maybe the truth is this: that we were put on this earth to do ONE good thing with our lives. ONE properly good thing.
And maybe that's winning a great Waterloo style battle, or achieving a certain dream. Maybe it's finishing one great performance. One great thesis. A beautiful painting. An espresso magnum opus.

And then - we let that be enough. And we rest on our laurels. "Greatness" does not have to be continually proven. Likes are transient, clout & remembrance fade. Do what you do because you love it, and it is good, and it fulfils you. If when your day comes to an end you can say "I did this one thing to the best of my ability and it was good" - that is enough, hero. Be at peace. The bards will sing of that one deed. The song will be equally wonderful without infinite stanzas.

So rest on your laurels, goddesses. You've earned it.
--
📸: @thejoshfather, before an epic storm blew in
🧜‍♀️: @finfolkproductions I LOVE THE FANTASIA
👙:@sirenallure
👑: @missgdesigns
📿: @mermaidmilynn

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.

Where is Jesus Now?

“Father, I desire that they also whom you have given me be with me where I am, that they may see my glory, which you have given me, for you loved me before the foundation of the world.” (John‬ ‭17:24‬ ‭WEB‬‬)

The day is coming whereby Jesus’ prayer request in the verse above will be fulfilled.

We, the church (bride of the Lamb) will be received by our heavenly bridegroom into His Father’s house.

How amazing it will be to live where Jesus is, to see His glory in person.

Did you know that even the apostles who have since fallen asleep in death are not yet exactly where Jesus is?

“In my Father’s house are many homes. If it weren’t so, I would have told you. I am going to prepare a place for you. If I go and prepare a place for you, I will come again, and will receive you to myself; that where I am, you may be there also.” (‭‭John‬ ‭14:2-3‬ ‭WEB‬‬)

Jesus resides with Abba God in the sanctuary that is on the Mount Zion in the Heavenly Jerusalem. That is the location of God’s throne.

The Jerusalem on earth is actually a miniature mirror image of the Jerusalem above. Even the layout is the same—God made sure this was so.

None of the saints are there in the sanctuary yet. Those who are dead in Christ are in a part of Heaven called Paradise which is the garden of God.

“I know a man in Christ, fourteen years ago (whether in the body, I don’t know, or whether out of the body, I don’t know; God knows), such a one caught up into the third heaven. I know such a man (whether in the body, or outside of the body, I don’t know; God knows), how he was caught up into Paradise, and heard unspeakable words, which it is not lawful for a man to utter.” (‭‭2 Corinthians‬ ‭12:2-4‬ ‭WEB‬‬)

In the original Greek, the word is Paradeison which means “a pleasure garden”. In Hebrew, the name is translated as “Gan Eden”, which is literally the Garden of Eden. Eden also means “pleasure”. Both the Greek and Hebrew agree that it is the Garden of Eden.

So that is where the Garden of Eden and the tree of life went! It was translated up to Heaven, protecting the tree of life from the world-destroying flood, and is now used as a waiting area for the saints.

“He who has an ear, let him hear what the Spirit says to the assemblies. To him who overcomes I will give to eat from the tree of life, which is in the Paradise of my God.” (Revelation‬ ‭2:7‬ ‭WEB‬‬)

We see that this is true. The Holy Spirit testifies that the tree of life is now in the Paradise (Garden of Eden) in Heaven. The cherubim with fiery swords who guard the entrance to the garden do not stop the saints there from accessing the tree of life!

The dead in Christ are still waiting for the Rapture so that they can receive their glorified bodies and finally be where Jesus is.

If what I’m saying is not true, then Jesus would not have said to the apostles, “I will come again, and will receive you to myself; that where I am, you may be there also.”

We know that the apostles who heard these words spoken by Jesus have already fallen asleep in death.

This promise will be fulfilled at the Rapture. The Lord will come back, and in the air, He will receive us to Himself. The apostles and all the saints will receive glorified bodies, and we will finally be with Jesus!

These days, I find myself reading and re-reading the four gospels a lot because I love to read Jesus’ words and read about Him in action. Such a perfect, wonderful God-Man, and He is our Lord.

Have you read my eBook bundle “Understand the Four Gospels Through the Lens of Grace”? It is packed full of revelations that will make difficult and confusing pieces of Scripture easy to understand. Every parable, miracle, and action is explained.

These are what some of the readers have been saying:

“We highly recommend this book. Milton breaks it down for all to understand. Such a powerful book that will touch your heart like it touches ours. Hallelujah! Get ready to grow in Grace in the knowledge of King Jesus!” - Juan Espino, USA

“I use this for preparing for bible study group. Great commentary.” - Tammie S, USA

“Well worth the money. Wish I had done it sooner. Wonderful study.” - Linda B, USA

Get the eBook bundle through this link, at $5 off, for a limited time only, and receive a bonus eBook “Understand the Book of Acts Through the Lens of Grace” together with it: https://bit.ly/understandeveryparable

Terima Kasih
Thank you
谢谢 ! ✨

Konfessions is created by the word confession & my surname Kon. Tonight’s video, i thought a lot and carefully about it , i re-filmed , re- planned, stuttered many times just for a simple sit down video. I’m filled with anxiety as i write this as it was a big step of me to try something new. I uploaded one day late due to the privacy of you guys, I needed to censor your names !These are all based on my personal stories, and i’ve been wanting to create this series for a long time now but haven’t found a suitable time to make it. But i just decided to do it now. Everything i wanted to say is in the video. I hope you guys will like it . i’ll cringe looking back but , i hope this will help you guys even it its a tinsy bit. *These are all my personal
opinions ! I love u huhu

Also i stopped working with my editor, so i’m editing myself again !Sorry bout the quality, still getting used to my new camera’s settings !


2:57 My Skintype
5:57 When i started having acne
7:42 How social media affected me (good & bad)
8:48 Dealing with acne / what i’ve tried
10:58 Replying to your thoughts on acne
14:26 Battling emotions
14:45 The steps to deal with emotions
_________________________________________________
Instagram : @wenweiyy

Twitter : @wenweiyy

小红书 ：@wenweiyy

?ABOUT ME
Hi~ my name is Kon Wen Wei . Im a student living in Malaysia. I'm 17 . I make videos about high school life, vlogs, music & challenges ! Thanks for watching :)

Business Enquiries ?
wenwei@gushcloudtalent.com

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Music by Singto Conley - Drifting Home (feat. Telepathics) - https://thmatc.co/?l=D8F66891
Music by Goosetaf - Bumblebee - https://thmatc.co/?l=C9722B72
Music by ninjoi. - Where Do I Go - https://thmatc.co/?l=3490BCBE
Music by ninjoi. - Outro - https://thmatc.co/?l=84AF7F37

Hello my fellow bakers, it has been a while since I uploaded a video! I filmed this video in July after I visited an u-pick strawberry farm. The cake just got extra delicious using fresh and self-picked strawberries ! I didn’t get to edit the video until now. I hope you all enjoy watching the video.

Stay safe and healthy! Thank you for watching!

Please give it a try and share with your family and friends.

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↓ Very easy No-bake Strawberry Yogurt Mousse recipe ↓

Mold size: one 6-inch cake ring

►Ingredients:

Crust:
Unsalted Butter 30g
Digestive Biscuits 63g

Strawberry jam :
Strawberries 350g
Sugar 90g
Lemon juice 5ml

Strawberry jelly:
Strawberry jam 150g
Milk 30 ml
Gelatin powder 2g (Gelatin sheet 1 piece)

Strawberry Yogurt Mousse:
Whipping cream 250g
Sugar 25g
Strawberry jam 125g
Yogurt 188g
Gelatin sheets 12g / Gelatin powder 12g (6 pieces)

Strawberry jam (75g) for dipping

►免焗草莓乳酪慕絲蛋糕

份量: 一個6吋蛋糕

材料:

餅底:
無鹽牛油(黄油) 30克
消化餅乾 5塊 (63克)

草莓醬:
草莓350克
糖 90 克
檸檬汁 5毫升

草莓啫喱:
草莓醬150克
牛奶 30毫升
魚膠粉 2克 / 魚膠片 ( 1長片）

草莓乳酪慕絲:
淡忌廉 250克
糖 25克
草莓醬 125 克
乳酪 188 克
魚膠片 12 克 (6長片） / 魚膠粉 12克

草莓醬用作淋面 (約75克）

♦ Feel free to add subtitles for my videos if you would like to share to people who don't know the languages. Your effort will be appreciated :)

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▲Unauthorized theft of the videos or secondary editing and re-upload of the videos is prohibited.

#strawberrymousse

This is definitely one of my most favourite no-bake desserts. The mangoes are now in season so they are perfect for mango cheesecake!
I am using Mexican Ataulfo Mangoes. Feel free to use the best types of mangoes that you could find at where you live. The more golden yellow/orangish the mangoes, the better looking the cake will be!
If you are using gelatin powder, there is brief instruction @8:18 in the video as to how to use it instead of gelatin sheets.

Thank you for watching and I hope you enjoy the video☺

Please give it a try and share with your family and friends.

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↓ Very easy and delicious No-Bake Mango Cheesecake recipe ↓

Mold size: makes one 6-inch cake

►Ingredients:

Crust:
Unsalted Butter 30g
Digestive Biscuits 63g

Cheesecake:
Cream Cheese (at room temp) 180g
Sugar 50g
Milk 30ml Mango Puree 180g (for cheesecake)
Gelatin Sheets (3.5 pieces) 7g
Whipping Cream 150ml
Mango Slices 125g (for cheesecake)

Mango Jelly top and Decoration:
Mango Puree 120g (for Mango Jelly)
Milk 30ml (can be replaced with water)
Gelatin Sheets (2 pieces) 4g
Mango pieces (diced, for decoration) 60g

免焗芒果芝士蛋糕

份量: 一個6吋蛋糕

►材料:

餅底:
無鹽牛油(黄油) 30克
消化餅乾 63克


芝士蛋糕:
忌廉芝士(奶油奶酪)(室溫)180克
糖 50克
牛奶 30毫升
芒果泥 180克 (加入芝士蛋糕中）
魚膠片(吉利丁) 3.5片 (7克)
淡忌廉(鮮奶油) 150毫升
芒果片 125克 （加入芝士蛋糕中）

芒果啫喱面及裝飾:
芒果泥 120克 （用作芒果啫喱面）
牛奶 30毫升 (可用水代替)
魚膠片(吉利丁) 2片 (4克)
芒果丁 60克 （用作裝飾）

♦ Feel free to add subtitles for my videos if you would like to share to people who don't know the languages. Your effort will be appreciated :)

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#mangocheesecake #nobake #nobakemangocheesecake