🌻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.
同時也有4部Youtube影片,追蹤數超過130萬的網紅たかやん / Takayan,也在其Youtube影片中提到,【 二次元に恋をした 】 ↓音楽アプリで鬼リピしてね♡↓ https://linkco.re/e2f2MMA0 Music/Lyrics/Mix/Mastered : たかやん (Takayan) Twitter : https://twitter.com/takayan_gorizal Inst...
「you can't make old friends」的推薦目錄:
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- 關於you can't make old friends 在 Sarah Chang 張學仁 Facebook 的精選貼文
- 關於you can't make old friends 在 Facebook 的最佳解答
- 關於you can't make old friends 在 たかやん / Takayan Youtube 的最佳貼文
- 關於you can't make old friends 在 Titan Tyra Youtube 的最讚貼文
- 關於you can't make old friends 在 Titan Tyra Youtube 的最佳解答
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you can't make old friends 在 Sarah Chang 張學仁 Facebook 的精選貼文
居家防疫也別忘了運動🏋️♀️ 🧘♀️
While y'all are at home staying safe, don't forget to exercise! 🏋️♀️ 🧘♀️
為了健康和更好的心情,生完Sasa馬上穿起MOLLIFIX瑪莉菲絲動起來!
Right after giving birth to Sasa, I got my @MOLLIFIX瑪莉菲絲 gear on and started exercising to lift my spirits up.
團購連結 Check out the gear here:https://lihi1.com/eaKQG
團購日期 Validity: 2021/6/1 - 2021/6/8
(#結帳別忘了輸入專屬折扣碼▶️▶️ SARAH150 ◀️◀️ 可以再折抵150元喔)
(#Don't forget to enter the exclusive discount code at checkout ▶️▶️ SARAH150 ◀️◀️ for a 150NT off)
㊙️折扣碼是全官網都可以做使用喔㊙️
㊙️The discount code can be used on the whole official website ㊙️
進入6月,莎莎出生一個半月。全家籠罩在擁有兩個寶貝女兒的喜悅,我也第一次能感受凱莉當上姊姊的模樣,全家常常一起膩在家的模樣。懷孕時期就不太離家,所以全城居家 work from home 這件事我也很快能適應,在家中還是有很多活動可以讓生活很美好。
Now that Sasa is six weeks old, we've really been able to experience the joy of have two baby girls with Kali adapting wonderfully to her older sister duties. Even though we're all stuck in the house, we don't really feel like we've had to make too many adjustments because even from our pregnancy we've been pretty much working from home. Exercising has always been a part of our daily lives, so we just picked up where we left off since being pregnant.
其中,很想念大著肚子,每天早上跟凱莉一起的運動時間,還有一回我的瑜伽老師兼好友 RayRay來頂樓幫我上孕婦瑜伽課時,凱莉穿梭我們在瑜珈墊上跟著做的模樣。我就是那時候開始認識 MOLLIFIX的,第一反應是:怎麼那麽好穿???後來有機會知道品牌理念是讓各種身型的亞洲女孩都有好看的運動服可穿,就太開心了,決定生產後選她成為我慢慢恢復運動的服裝選擇,也有機會讓支持我的粉絲們可以一起以優惠的價格,穿同款!
I do miss being pregnant, working out every morning with just Kali, working out with friends like RayRay doing preggie Yoga on the roof, and watching Kali doing downward dog with us. That was the first time I got to know the brand MOLLIFIX. My first impression was, man, this is sooo comfortable!! I love their brand philosophy - "All body types are beautiful" - and they use all Asian models, I love the inclusivity and the Asian pride in their brand. So I decided I definitely wanted to wear MOLLIFIX after birth as well. And now, I have the opportunity to share this awesome brand with all of you!
二寶媽咪的日常,哺乳內衣之外,我會穿 hold me bra 取代內衣,無鋼圈又吸濕排汗真的非常適合現在在家穿著,如果特別要進行一些伸展運動時,則會換上 sporty bra 系列,備著一件挖背雙面運動內衣,可以換心情穿!再備一件森綠色的背部交叉簍空後扣款方便運動後穿脫換洗。全身上下淡紫配套的運動服日常穿就很舒服,孩子一睡著馬上可以抓空檔動一動!綁結背心是我準備全城解禁可以外出穿的,時尚的運動感,搭配長褲要出門開會也可以,搭上短褲就推二寶到附近散步!
For the daily life of a mother of two at home, outside of nursing bras, I'm just wearing "hold me bra" instead of anything else. It's wireless, sweat absorbent, and quick-drying perfect for hanging around the house. If I wanna do more intense exercises and stretching, I'll switch over to the "sporty bra," which depending on my mode, I'll either go for a reversible racerback or a cute forest green criss-cross bra so I can switch off for laundry cycles... You know how much laundry backlog new mommas have... I'm all for looking good, exercising to feel good, especially in my matching periwinkle set, perfect for sleepwear/exercise wear. After this lockdown, I can't wait to sport these cute clothes out and about around the city.
不管是妳也跟我一樣熱愛運動想要入手漂亮運動服成為動力,或是想要有一件可以在家時穿著的舒適手感內衣,都超級推薦!!
一起一起!同款!動起來吧!
這次特別請品牌讓我在團購中加上塑身衣,膚色百搭款,穿夏季繽紛顏色都速配,而且這次下殺到最低3折左右!我穿,你們也穿!
這次開團的運動單品特別爭取到了超殺4折起的優惠
快來看看吧:https://lihi1.com/eaKQG
有任何商品上的問題都可以私訊MOLLIFIX瑪莉菲絲粉絲專頁客服喔
https://www.facebook.com/Mollifix
If ya love exercising, if you just love cute sportswear, or want something to lounge around in the house... Yaass the yoga pants era!! I highly recommend it!
Oh yea! For all ya postpartum moms, I especially asked them to include this. Kungfu Momma highly recommends getting this body shaper! A nice nude color that goes with anything and helps you get back into shape. I've got y'all a 70% discount! And for all you lovely fans, there are some items with a whopping 60% discount!
Check it out here! https://lihi1.com/eaKQG
If you have any questions you can send a DM to MOLLIFIX here!
https://www.facebook.com/Mollifix
#MOLLIFIX #MOLLIFIX瑪莉菲絲 #HOLDME #REBIRTH
you can't make old friends 在 Facebook 的最佳解答
"7289????" Daniel was shocked to see the drastic increase in the number of covid cases. He received the msg in one of his whatsapp groups.
"I don't know what the hell are these people doing until there are so many cases...🙄" he replied in the group.
Shortly after that,
"Ma, I'm going to my friends house for a while... I told him to give me all the pictures of the "secret gathering" we had yesterday, in a thumb drive.. Cannot upload on FB, they will catch, so I'm going to take it secretly.. 😁", he said while laughing.
Mother : "Ok boy, come back fast ok... I cooked your favourite mutton curry..
Too many Covid cases around... Dad and myself have not gone out for a long time because of this... Pls don't bring back any virus ok..."
Daniel laughed... "OK maa.. The way u are saying is as if I'm going to pack the virus and bring it back...🤣"
So Daniel went to James's house.
Lunch was ready, so James's mother invited him inside for lunch. James's mother know the covid cases are increasing, but she felt this boy doesn't have Covid because she knows this boy for such a long time. Daniel also know the Covid cases are increasing, but he felt this family won't have covid because they are like family to him too. Daniel loved all of them so much, especially the aunty. She always cooked for him.
So he went inside, took his mask off, asked them for a plastic to keep his mask so he can use it later when he is going back home, hugged everyone, everyone hugged him back, had his lunch together with the whole family, and had a great time catching up....
Then he went back home.
The next day, Daniel got a call from his Boss that one of his colleagues has been tested positive, so all of them have to do the swab. He hit his forehead and said "OK Boss, I will go and do."
Before doing the swab, he went to the supermarket. There he met another old friend, Ben after a long time. While talking, they both removed their masks because they are meeting after a long time.
Ben just got a baby after 10 years of waiting. Sincerely delighted with the news, Daniel gave Ben a big, tight hug before leaving.
"We will all come and visit the baby soon brother" he said...
Then he went for the Covid swab and went back home.
The next day, he received a call from the doctor that his swab results is positive.
He shouted back at the doctor "Cannot be laa doc!!! I don't have any symptoms... I wore mask everywhere I went what!!!"
Now - the most important part....
The Doctor tells him "Mr Daniel, now u have to give us a list of people that you had close contact with for the past few days, without leaving anyone out. They all need to do the swab."
So Daniel wrote the list down.
This time, he didn't laugh anymore.
His hand was trembling while writing, because they were all his loved ones.
In the list, were his parents & siblings who stayed with him, his friends that he met during the secret gathering, his girlfriend that he drove all around with, James, James's family, Ben...
"God, pls let this end with me... I hope I didn't pass it to anyone...How if anything happens to anyone of them because of me? God, none of them must be positive, please... " he prayed silently, wiping his tears.
So all their results came back the following day. His parents were positive, 4 of his friends that he met in the secret gathering was positive, James was positive, James's mother was positive, Ben was positive, Ben's precious baby was positive.
________________________
After 4 days, Daniel's mother was admitted to ICU.
During her last video call before intubation, she told him,
"Boy... Remember that I love you a lot... Take care of Dad... Dont feel bad that you brought the virus home... Either way also I am old already, that's why I can't cope... Remember its not your fault ok..."
She didn't make it in the end, and they couldn't even do the funeral.
While this was going on, he received a msg that James's mother needs to be admitted to ICU but all the ICUs are full at the moment, so she is still waiting in the normal ward, praying hard and hoping to get an ICU bed soon. According to James, the frontliners are going out of their way to help her with whatever they have, while waiting for the bed.
Daniel could only cry out loudly, but he can't undo what he has done. Now he finally understands how the number has increased.
Moral of the story :
With the increasing number of cases, every person you meet may either be a close contact, a contact's contact, or a POSITIVE COVID.
But you know what is the good news? You can avoid Daniel's situation if you stay at home.
#StaySafe
This msg is brought to you by :
Dr. T. M. Shamani
(Based on a few true stories)
🌺Copy and paste🌺
you can't make old friends 在 たかやん / Takayan Youtube 的最佳貼文
【 二次元に恋をした 】
↓音楽アプリで鬼リピしてね♡↓
https://linkco.re/e2f2MMA0
Music/Lyrics/Mix/Mastered : たかやん (Takayan)
Twitter : https://twitter.com/takayan_gorizal
Instagram : https://www.instagram.com/takayan_gorizal/
Illust : Bekuko
Twitter : https://twitter.com/mdmd_114
Track : ALEX COLLINS
【Lyrics】
僕は二次元に恋をした 二次元を作った人は神様
ここなら全員性格も優しいし 大好きな推しも炎上しない!
クソだるい時の中 何より輝かしい「意味」をくれた
画面ん中に突っ込みたい!
あなたから出てきてよ 苦しいよ
根暗な僕 特技も無く すぐ強がる 病みを隠す
大して話広がんない 親友と言える友達もない
一目惚れする絵と声が 一瞬で孤独の概念を壊した
財布の中身はあなたの物
夢見てる!夢でしか会えないけど
尊すぎて結婚してえ!こうさせたのも君の所為!
ヲタクどうこうは関係ねえ!すきなものはすき!
無限大に続いて欲しい物語
例え僕が死んでも 君は歳は取らないでいるから
今に感じる幸福を 噛み締め 今夜もおーぷんどあ!
色んな事 増える鼓動 鬱もあなたを見ればぶっ飛ぶよ
頭の中 あんたばっか 元気に今日もいってらっしゃい!
僕は二次元に恋をした 二次元を作った人は神様
ここなら全員性格も優しいし 大好きな推しも炎上しない!
クソだるい時の中 何より輝かしい「意味」をくれた
画面ん中に突っ込みたい!
あなたから出てきてよ 苦しいよ
【English Lyrics】
I fell in love with two dimension. People who created two dimension is god.
People living here are full of kindness, and the idol I love won't have any scandals!
He is the most powerful meaning for me to live through my dull life.
I want to dive into the monitor so bad!
Can you come out? I am suffering.
Gloomy me, don't even have any skill. But I will strain myself to cover my kinkiness.
We can't make a meaningful conversation. Calling you BFF but actually we aren't even friends.
I fell in love at first sight because of your face and voice. At that moment I can't feel any loneliness.
Things in my wallet are all yours.
Just like my dreams come true! Though we can only meet during dreams.
It's all because of you, you are too important to me, please marry me!
It's not about being an otaku, love is love!
Our story shall never ends.
You won't get old even when I die.
Grab the happiness at this moment, tightly! Let's sesame open again tonight!
Now, I have more courage to deal with different things. Sadness will fly away when they see you.
I can only think of you. Let's start today full of energy!
I fell in love with two dimension. People who created two dimension is god.
People living here are full of kindness, and the idol I love won't have any scandals!
He is the most powerful meaning for me to live through my dull life.
I want to dive into the monitor so bad!
Can you come out? I am suffering.
![post-title](https://i.ytimg.com/vi/w5hAU-p-hv4/hqdefault.jpg)
you can't make old friends 在 Titan Tyra Youtube 的最讚貼文
Sooo... I did it! I vlogged daily in the US! Today's vlog features some crazy adventures with my friends in Los Angeles. Stay tuned to see what we are up to. Don't forget to click the subscribe button and the notification bell so you don't miss the next episode!
Check out the collection I designed for Coachella
https://thefthing.com/brand/sadara-studioxtitan-tyra
Share my videos with your family and friends! It really does help a lot and you have no idea how grateful I am for you :)
☆ S O C I A L M E D I A
Instagram:
https://instagram.com/titantyra
Snapchat:
@Titantyra
Facebook:
https://www.facebook.com/Titan-Tyra-1205663879465025/
Blog:
https://Titantyra.blogspot.com
Ask.fm:
https://ask.fm/titantyra
☆ F A Q
What ARE you?
I’m Chinese-Indonesian from Jakarta, living in both Indonesia and Singapore. I make beauty and lifestyle videos and I upload every weekend. Make sure to subscribe so you never miss any of my silly videos. You don’t have to, though. But just do it because it’s free anyway :D
How old are you?
I’m 23 years young.
What camera, lens, and software do you use?
Vlog camera: Sony A5100 with 16-50mm f3.5-5.6
Tutorial camera: Sony 6500 with Vario-Tessar T* E 16-70mm f/4 ZA OSS Lens
Mic: Rode VideoMic GO
Edited with Final Cut Pro X.
☆ S P O N S O R S H I P
This video was not sponsored and all opinions are my own honest thoughts.
For Business & PR opportunities, please email: titantyra@gmail.com
☆ M U S I C
Can't Stop The Feeling - Justin Timberlake
The Girl From Ipanema (remix) - Free n Losh
The Love Club Instrumental
Make Me Feel - Senpu
![post-title](https://i.ytimg.com/vi/31HogNMXBAo/hqdefault.jpg)
you can't make old friends 在 Titan Tyra Youtube 的最佳解答
Terima kasih Korea Tourism yang udah ngajak kita jalan dan nonton Kpop concert di Korea! Jangan lupa nonton video berikutnya ya guys, part 2 dari Korea vlog. Subscribe dan pencet bel agar kalian tau kapan aku upload!
Check out my friends!
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☆ S O C I A L M E D I A
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☆ F A Q
What ARE you?
I’m Chinese-Indonesian from Jakarta, living in both Indonesia and Singapore. I make beauty and lifestyle videos and I upload every weekend. Make sure to subscribe so you never miss any of my silly videos. You don’t have to, though. But just do it because it’s free anyway :D
How old are you?
I’m 22 years young.
What camera, lens, and software do you use?
Vlog camera: Sony A5100 with 16-50mm f3.5-5.6
Tutorial camera: Sony 6500 with Vario-Tessar T* E 16-70mm f/4 ZA OSS Lens
Mic: Rode VideoMic GO
Edited with Final Cut Pro X.
☆ S P O N S O R S H I P
This video was not sponsored and all opinions are my own honest thoughts.
For Business & PR opportunities, please email: titantyra@gmail.com
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