關於 have inventory ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:

物流人力成本沉重！大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852

而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:

"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."

Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600

🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html

🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)

🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks

Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.

Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.

“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”

Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564

Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.

When I launched my signature program #MomBossGoal early last year, right after the pandemic hit 😷, I had no idea how well it would do.

I had been consulting in person for more than a year, but I had never produced or sold any online program.

To be “safe”, I launched it and pre-sold the program to 11 people. I made USD$22,000. That’s exactly what I teach my students in MBG. Don’t rush out and buy a whole lot of inventory only to find that no one wants it. 😨 I also teach the various ways to validate a business idea 📈 before you spend any money on building a website.

Since then, we have helped 4 intakes of #mombosses started their own businesses and today, we have reopened registration again.💥

Many women have already signed up while I was still explaining about the details in today’s webinar. 🥰

If you’ve always wanted to start a business from home, or you have started but you have no idea what to do next, DM me. This time, the mentorship program comes with more bonuses and live trainings that would really help you towards your dream business. I will be adding new materials to the program too. Past students will also get the latest trainings as you get lifetime access to my materials! 🤗

📩 DM me for the details page link!

#bestmomlife #sgmum #workfromhomemom

🌻這星期, 比較引起我注意的就是這幾個新聞了

☘️美國支付公司PayPal(PYPL)宣布，將以3000億日圓（27億美元）收購日本新創公司Paidy，以強化自家「先買後付」（BNPL）產品。

熟悉美股的讀者, 應該對BNPL不陌生了. PayPal這舉動, 其實也強化了跟Amazon的關係:
(from Morgan Stanley)
Provides potential for initial relationship with AMZN in Japan: We think the deal is most notable for giving PYPL its first entry into AMZN's large ecosystem, which PYPL has been trying to gain access to for some time. Paidy began providing BNPL services for AMZN in Japan in November 2019, and after the deal closes, PYPL should have a clear path to eventually sell some of its other core services to AMZN in Japan.

☘️lululemon(LULU)昨天(台灣周四凌晨)發表財報了, 股價跳漲10.47%.

Morgan Stanley:
We highlight margin expansion as particularly impressive against 1) higher eCommerce penetration, which has historically resulted in EBIT margin degradation for many other specialty retail peers, 2) the acquisition of MIRROR, which has not yet achieved profitability, & 3) already best-in-class historical operating margin levels. While some macro factors like lean industry-wide inventory levels may be partially supporting these results, in our view they point to a higher & more profitable growth trajectory for the business compared to the outlook pre-Covid. As such, though LULU’s P/E multiple sits at 46x, above the high end of its pre-Covid 18-41x range, we view current levels as merited against higher future growth & profitability. In our view, this may represent a more permanent valuation re-rating for LULU, & the stock likely continues to trade at elevated levels until results prove otherwise.

🌻Alphabet(GOOGL)今年的表現為什麼那麼亮眼?
今年最會漲的FAANG個股之一, 就是GOOGL了. 如果有在follow這家公司的讀者, 應該有發現他們的營收結構跟過去幾年很不一樣了(可以看下面的表格). YouTube以及Cloud業務成為新的營收成長動能.

Picture: 畫 from National Gallery of Art; 自製的GOOGL簡單營收分類表.

hiii follow me on insta &tiktok
http://instagram.com/tesschung
tiktok @tesschung

btw i decluttered all my mascaras so i don't have any left. lol

My 2020 eyeshadow palettes video...
https://youtu.be/XrGwSXFOyGA

What's on my face
Base
laneige bb cushion foundation 21
elf camo hydrating concealer fair warm
covergirl advanced radiance 110
4u2 lip and cheek paint 02
heme triple contour palette fair
Eyes
dose of colors friendcation palette
colourpop supershock - a lil quarky, peekaboo
solone eyeliner - dark brown
.
Lip combo
mac lip liner - spice
colourpop ultra glossy lip moon child

#2021makeupinventory #2021makeup #2021makeupcollection

music
PRGMAT - Explanation Of A Lo-Fi Aesthetic - https://thmatc.co/?l=1F8280D9

I did this doodle on Facebook Live (on my personal FB) the morning of May 1st, 2020, with the initial intention of showing a Jawa stood in front of his Sandcrawler, trying to hawk off "Star Wars" toys... the back of his opened vehicle would also show boxes and boxes of toys to be sold! But alas, my "skills" be wanting, to say the least LOL

Final Pix on Instagram: https://www.instagram.com/p/B_oQvELgbBg/

Doodle Reason #1: Suggestion to my retailer friends&folks to have a #StarWarsDay (blow-out) Sale, with May 4th being a chance for folks to clear inventory of themed products, because reasons :)

Alas, I have not the ability now to support such a sale, but this doodle is meant to help cheers you on!

Doodle Reason #2: Reminder for my #DrawaAJawa #fanart #CallforSubmissions for possible posting #onTOYSREVIL (WHAT: https://bit.ly/2Wg8dU0) - Thanks for your considerations!

Track used: "Trips" by Topher Mohr and Alex Elena

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Sketch-blog: https://toysrevilart.blogspot.com

#hengdraw Hashtagged on Instagram: https://bit.ly/2zEMsW7
#toysrevilart Hashtagged on Instagram: https://bit.ly/3d7ZHgK

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■ 更多林子安：
INSTAGRAM：https://www.instagram.com/an__official/
FACEBOOK：https://www.facebook.com/Tzan0825/
WEIBO：http://weibo.com/u/6511795600
各式工作演出邀約請私訊IG或臉書專頁
For business, please send private message to my Instagram or Facebook fan page.

■ 更多【Cover by AnViolin】：https://bit.ly/2vWVtF5

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SHAUN (숀) 《Way Back Home》小提琴版本 #2
 | Violin cover again by Lin Tzu An of Way Back Home by SHAUN

大家以為我忘記了嗎？沒有喔，我在法國一樣惦記著大家，所以再放一次way back home。
這是我錄好上一次版本的way back home之後，又找到更好版本的背景，所以又錄了這隻。
希望大家也喜歡這版本喔！

大家有聽出來哪不一樣嗎？比較喜歡哪一隻？留言告訴我！

歡迎大家在沒有下雨的週末到信義區香堤大道，聽這些cover歌曲的live版！詳細演出相關資訊，我都會更新在我的Instagram 限時動態！
7月14日到7月31日我在法國亞維儂藝術節表演，回來會有影片跟大家分享！去了一個星期像是去了一個月，所以14天像是在活了2個月，非常推薦大家，如果覺得煩躁壓迫的話，可以現在買機票來（找我）。
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Here comes my weekly updated cover. Its way back home againnnn.
I made the cover again not because I really love the song but because after I finished my previous version, I found the better BGM so I decided to cover again. Oh and of course because I'm not in Taiwan now so its time for inventory clearance of my videos.

Do you notice any differences? Which version do you like? Comment below to let me know =D

Should you have any request regarding cover songs, just comment below and let me know.
Also please share the video and subscribe to my channel https://bit.ly/2EsTGMQ.
Don't forget to click the 🔔 bell to be notified when my videos come out!

Another week, another cover. Let's goooo, hope y’all like this!

Visit me at Taipei Shin Kong Mitsukoshi Xinyi Plaza to enjoy more my live cover songs. Check it out details on my Instagram stories!
Bonjour I am currently at 2019 Festival d'Avignon till July 31. Gotta share my life there through the vlog later but in short, I really enjoy the relaxing and wonderful culture there. Visit me thereeeee =D
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小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu

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【Cover by AnViolin】每週上傳新的小提琴cover影片，
喜歡的話請訂閱我的頻道 https://bit.ly/2EsTGMQ
也記得開啟🔔訂閱通知，按讚留言分享給你家人朋友看喔！

如果你喜歡我的影片也歡迎贊助我，讓我有更多資源去提升畫面與音樂。
Paypal : https://www.paypal.me/Anviolin
For Sponsorship：https://www.paypal.me/Anviolin

還想看子安cover什麼歌？留言跟我說 ！

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#SHAUN
#WayBackHome
#SHAUN숀WayBackHome
#WayBackHomeViolin
#WayBackHome小提琴
#WayBackHomeViolinCover
#AnViolin
#CoverSong
#ViolinCover
#CoverByAn
#林子安
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