🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享:
https://www.youtube.com/watch?v=qvSFMAKkOo8
謝謝參與的股友們!
🌻整理了一下最近的一些市場狀態(from WSJ):
1. S&P 500很安靜; 從去年10月後, 就沒有超過5%的修正.
(上次SPY那麼安靜, 是在2017時(那時候的安靜期也比現在長), 接下來在2018就有一個劇烈的修正).
2. Russell 2000盤整了一段時間
-->有可能是之前漲多了(或是投資人在觀望經濟前景?); 財報好的話, 或許能繼續推升(the outsize earnings growth by small-caps is expected to continue throughout the year, with Russell 2000 profits projected to more than quadruple (四倍) from a year earlier in the third quarter, while S&P 500 earnings rise above 25%).
The Russell 2000 traded at the end of June at 17.7 times its projected earnings over the next 12 months, compared with 21.5 times for the Russell 1000 large-cap index, according to BofA Global Research.
Analysts at RBC Capital Markets said in a recent research report that small-cap stocks have tended to outperform large-caps when economic growth is above its long-term average. That is expected to be the case this year and next, but potentially not in 2023, they wrote.
“Small-caps being more sensitive to economic acceleration, as that slows down, I think the relative attractiveness of small-caps will subside a little bit,” said David Joy, chief market strategist at Ameriprise Financial Inc.
https://www.wsj.com/articles/small-stocks-look-to-extend-winning-streak-11625650200
3. TINA(there is no alternative to stocks)
因為低利率以及紓困案, 資金充裕, 跑到股市, 但因投資人對經濟前景的不確定性(可能也加上散戶投資人資金充沛), 導致類股輪動劇烈(sharp & swift), 也導致成長股與價值股的正相關性變低(近期兩者是同時在漲)(“You’ve got lots of volatility within the market buy not a lot of volatility of the market.”)
4. 而上周的Fed會議紀錄, 也顯示出官員們開始debate何時要做資金退場的動作.
Fed的動作, 以及接下來的財報季, 會給投資人一個方向. 也要注意labor market(“It hasn’t made enough progress” for the Fed to pull back on stimulus programs”).
5. 目前的一些問題: Delta variant, labor shortage, bottleneck(供應鏈), etc.
🌻Q3的財報季要開始了. 本周由銀行股打頭陣. 附上本周發表公司財報一覽表.
🌻有不少年輕世代, 會利用交友軟體, 來找普通朋友, 不是用軟體來找對象.
In a recent survey of more than 300 members of Generation Z aged 16 to 24 in the U.S., 35% said they have used dating apps to make platonic friends over the past 12 months, according to OnePulse, a consumer insight app and web portal, which conducted the poll for The Wall Street Journal. Nearly 27% said they used dating apps to make friends because they were lonely in lockdown. More women than men—39% vs. 29%—said they used dating apps to make platonic friends.
Looking for a Friend Without Benefits? Try Match, Bumble and Tinder.
https://www.wsj.com/articles/looking-for-a-friend-without-benefits-try-match-bumble-and-tinder-11625675336
Picture: Feeling agitated. 被關了一年多, 其實最想去的地方之一, 是美術館, 或是博物館. 在YouTube上看影片的感覺, 就是跟現場親臨不一樣. Anyway. 從今天開始, 我會把之前從museums拍到的一些照片在這邊分享. 也算是做個回憶. 下面這張是Washington D.C.的National Art Gallery所珍藏的Magnolia: https://www.nga.gov/collection/art-object-page.93464.html
同時也有7部Youtube影片,追蹤數超過19萬的網紅OmegaGamesWiki™,也在其Youtube影片中提到,PS4版のUntil Dawn(アンティル ドーン) - 惨劇の山荘 - の日本語完全規制なし版の100%収集品 & Good Ending 攻略動画です、PART 3。 ホラーゲームの中でも神ゲームと言われる「アンティル ドーン」ですが、日本版では規制が多く、海外版の残酷シーン全てが暗転で処理さ...
「case study research」的推薦目錄:
- 關於case study research 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於case study research 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於case study research 在 台灣光鹽生物科技學苑 Facebook 的最佳解答
- 關於case study research 在 OmegaGamesWiki™ Youtube 的最佳解答
- 關於case study research 在 Vincent Do Youtube 的最讚貼文
- 關於case study research 在 OmegaGamesWiki™ Youtube 的精選貼文
case study research 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻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.
case study research 在 台灣光鹽生物科技學苑 Facebook 的最佳解答
2021/03/07 (日)【新藥開發系列】-藥毒理試驗在新藥開發扮演的角色與應用 🌟線上直播開放報名中🌟
✎主辦單位:台灣光鹽生物科技學苑
✎課程日期:110年3月7日 (日) 9:00至17:00 (8:30 開始報到)
✎課程地點:線上同步遠距教學
👨🏫授課師資:柯逢年 鑽石生技投資股份有限公司 副總裁
【授課大綱】
一、新藥研發流程簡介 (Introduction to the Process of New Drug Development)
二、藥/毒理在新藥研發中的角色與功能 (Role of Pharmacology/Toxicology in New Drug Development)
三、新藥探索階段藥/毒理試驗的角色與應用 (Role and Application of Pharmacology/Toxicology in Discovery Phase)
(1) 新藥標的研究/確效與案例分析 (Target Research/Validation and Case Study)
(2) 新藥標的選擇與策略 (Strategy for Drug Target Selection)
(3) 藥理活性篩選 (Pharmacological Screening)
(4) 體外模式與高效篩選 (In Vitro Model and High throughput Screening)
Hit-to-Lead ; Lead Optimization ; Candidate Generation
(5) 動物試驗模式的建立 (Establish an Animal Model)
動物模式介紹 (What’s an Animal Model)
動物模式的選擇及策略 (Selection of and Strategy for Animal Models)
動物模式的種類及應用實例分析 (Main Categories and Application Case Analysis of Animal Model)
(6) 抗體藥物的活性篩選 (Pharmacological Screening for Antibody)
四、新藥研發的藥/毒理試驗 (Non-clinical Studies)
五、新藥前臨床開發階段的藥理試驗 (Pre-clinical Pharmacological Studies)
(1) 主藥效學 (Primary Pharmacodynamics)
目的、項目、試驗設計及法規 (Objectives、Items Designs、Regulations)
(2) 次藥效學 (Secondary Pharmacodynamics)
目的、項目、試驗設計及法規 (Objectives、Items、
Designs、Regulations)
(3) 安全藥理 (Safety Pharmacology)
目的、項目、試驗設計及法規 (Objectives、Items、
Designs、Regulations)
(4) 藥政主管機關對藥理試驗的要求 (Authorities Expect)
六、新藥研發階段所需的毒理試驗 (Toxicology Studies)
(1) 新藥研發的毒理試驗介紹 (Introduction to Toxicology Study)
物種與選擇、人體關聯性及試驗設計 (Species and Species Selection、Concordance and Study Design)
(2) 基因毒 (Genotoxicity)
(3) 急毒 (Acute Toxicity)
(4) 重覆劑量毒性試驗 (Repeated Dose Toxicity)
人體起始劑量的計算與選擇 (Calculation and Selection of Human Recommended Starting Dose)
(5) 致癌性試驗 (Carcinogenicity)
(6) 生殖毒性試驗 (Reproductive Toxicity)
(7) 蛋白質藥物的毒理試驗與人體起始劑量 (Toxicology Studies and Human Recommended Starting Dose for Protein Drug)
(8) 藥政主管機關對毒理試驗的要求 (Authorities Expect)
(9) 毒理試驗對人體毒性的預測 (Prediction of Human Toxicity)
七、各研發階段所的各項藥毒理試驗 (Studies Should be Conducted in the IND and NDA Phases)
八、毒藥理試驗數據的解讀與使用 (Uses of Pharm/Tox Study Data)
九、藥/毒理學專家在藥物研發的角色 (Roles of Pharmacologist/Toxicologist in Drug Development)
十、總結 (Conclusion)
* 線上直播課程建議使用電腦觀看,因直播流量需求高,手機觀看不能保證上課品質,敬請見諒,謝謝!*
線上報名網址 👉 https://forms.gle/K9PRgcXUBG69hb9P8
🧑🎓學員對象:
(1)生命科學或毒藥理相關在學或在職者
(2)生技新藥公司/藥廠研發人員訓練
(3)從事新藥或臨床研發,需了解毒藥理試驗與臨床研究關聯性者
💸課程費用:每人2,100元;在學學生本學苑補助25%,每人1,600元 (在學學生報名時,需拍攝學生證或相關在學證明文件email至學苑)
*上課達滿時數六小時,核發本課程結業證書
case study research 在 OmegaGamesWiki™ Youtube 的最佳解答
PS4版のUntil Dawn(アンティル ドーン) - 惨劇の山荘 - の日本語完全規制なし版の100%収集品 & Good Ending 攻略動画です、PART 3。
ホラーゲームの中でも神ゲームと言われる「アンティル ドーン」ですが、日本版では規制が多く、海外版の残酷シーン全てが暗転で処理され、画面が真っ暗になりストーリーも分からない状態になりました。この規制により、この神ゲームは台無しになりました。
それを払拭するため、今回は日本版と海外版をプレイし、日本版ローカライズをベースに、海外版の元のシーンを編集し直し、日本語に対応した規制なしの完全版動画を作りました~
・NEW GAME
・EPISODE 8~10+エンディング
・100% COLLECTIBLES
・GOOD ENDING
収集品(手がかり、トーテム)/Collectibles(Clues, Totems)
Episode 8 - 全7個
1) ポストカード/Romantic Postcard 2:30
2) 幸運のトーテム #4/Fortune Totem #4 3:14
3~7) 日記:飢え、日記:イントロ、日記:歴史、日記:戦闘、日記:噛み傷
/Journal: Cannibalism, Journal: Introduction, Journal: History, Journal: Combat, Journal: Bite 25:01
Episode 9 - 全9個
1) 警告のトーテム #4/Danger Totem #4 32:44
2) 即席の墓標/Makeshift Graveyard 33:11
3) 医師の報告書/Doctor's Report 36:13
4) 古い映像フィルム/Old Film Reel 38:25
5) 調査報告書/Case Study Dossier 39:31
6) 遺書/Suicide Note 40:28
7) 警告のトーテム #5/Danger Totem #5 59:47
8) 悲劇のトーテム #5/Loss Totem #5 54:50
9) 死のトーテム #6/Death Totem #6 58:22
Episode 10 - 全6個
1) 幸運のトーテム #5/Fortune Totem #5 1:05:49
2) べスの時計/Beth's Watch 1:06:11
3) 殴り書きされた日記/Scrawled Journal 1:07:56
4) 幸運のトーテム #6/Fortune Totem #6 1:13:11
5) 悲劇のトーテム #6/Loss Totem #6 1:17:23
6) 警告のトーテム #6/Danger Totem #6 1:20:26
サムネイル製作:K.K
UNTIL DAWN 惨劇の山荘(日本語&規制なしver.) - 100%収集品&GOOD ENDING 攻略PLAYLIST:
⇒https://www.youtube.com/playlist?list=PL4fd59i0eA3XSYHRgX50b3rpDpOcmgap_
======================
- ゲームタイトル: Until Dawn(アンティル ドーン) - 惨劇の山荘(PS4日本版&北米版)
- 発売日: 2015年8月27日
- 価格: 6,900円+税
- ジャンル : ホラー/アドベンチャー
- ESRB : Cero Z
- 開発: Supermassive Games
- 発売: Sony Computer Entertainment
=======================
#UntilDawn #惨劇の山荘 #日本語規制なし
=======================
"Copyright Disclaimer Under Section 107 of the Copyright Act 1976,
allowance is made for "fair use" for purposes such as criticism,
comment, news reporting, teaching, scholarship, and research.
Fair use is a use permitted by copyright statute that might otherwise
be infringing. Non-profit, educational or personal use tips the balance
in favor of fair use."
=======================
case study research 在 Vincent Do Youtube 的最讚貼文
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case study research 在 OmegaGamesWiki™ Youtube 的精選貼文
The Evil Within 2 100% Collectibles Survival Difficulty Walkthrough, Part 17.
The passcode for the Unity Cerbral Chip is 0128.
O'Neal Boss Battle starts at 26:53
Part 17:
Chapter 11 - Reconnecting
Difficulty - New Game Survival
No Damage - Yes, except damage from storyline
Collectibles - 100%
O'Neal Boss Battle 26:55
Weapons & Special Upgrade Parts:
1) Freeze Bolt 0:43
2) High-Grade Weapon Parts 1:08
3) Shotgun Ammo Pouches #3(3/4) 7:50
4) High-Grade Weapon Parts 8:18
5) Medical Pouch#2(2/2) 20:47
6) Broken Flamethrower 30:51
Collectibles at Chapter 11(19 in total):
1/19) Coffee Maker #7(7/7) 0:18
*You should get "Caffeine Addict" Trophy at this point if you have used all 7 Coffe Makers.
2/19) File 27/40 Torres's Journal 0:56
3/19) Photographic Slide #6(6/11) 1:21
4/19) Photographic Slide #7(7/11) 5:39
5/19) Residual Memory #16(16/24) 6:45
6/19) File 28/40 Computer File: Hoffman's Notes 7:20
7/19) File 29/40 Computer File: Security Protocols 9:13
8/19) Residual Memory #17(17/24) 9:48
9/19) Locker Key #24(24/32)10:08
10/19) File 30/40 Report: STEM Integration Irregularities 10:31
11/19) File 31/40 Report: Irregularity Study 11:44
12/19) File 32/40 Computer File: Pit Observatory 13:25
13/19) File 33/40 Letter from Police Chief 17:06
* Requires File #11 from Chapter 3
14/19) File 34/40 Torn Psychological Evaluation Report(Bottom) 17:25
*Requires Memory #12 from Chapter 7
15/19) Photographic Slide #8(8/11) 19:19
16/19) Residual Memory #18(18/24) 19:59
17/19) File 35/40 Computer File: Operative Case 21:56
18/19) Residual Memory #19(19/24) 31:00
19/19) Locker Key #25(25/32) 37:55
*Don't talk to Torres for starting next chapter
The Evil Within 2 Survival 100% Collectibles Walkthrough Playlist:
⇒https://www.youtube.com/playlist?list=PL4fd59i0eA3XqF9R9kqo1GoT0X6nP1QuD
======================
- Game Title: The Evil Within 2(PS4版英語版)
- Release Date: 2017年10月13日 (US)
- Price: $59.99(PS4)
- Genre(s): Survival horror
- ESRB: M
- Developer(s): Tango Gameworks
- Publisher(s): Bethesda Softworks
=======================
BETHESDA GAMES COPYRIGHT & VIDEO POLICY:
⇒http://www.bethblog.com/bethesda-video-policy/
=======================
"Copyright Disclaimer Under Section 107 of the Copyright Act 1976,
allowance is made for "fair use" for purposes such as criticism,
comment, news reporting, teaching, scholarship, and research.
Fair use is a use permitted by copyright statute that might otherwise
be infringing. Non-profit, educational or personal use tips the balance
in favor of fair use."
=======================
case study research 在 Case Study | Definition, Examples and Methods - Scribbr 的相關結果
A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are ... ... <看更多>
case study research 在 Case study - Wikipedia 的相關結果
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case study research 在 The case study approach - NCBI 的相關結果
A case study is a research approach that is used to generate an in-depth, multi-faceted understanding of a complex issue in its real-life ... ... <看更多>