🌻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6部Youtube影片,追蹤數超過1萬的網紅MingsuBingsu,也在其Youtube影片中提到,Today we planned to do a few things that didn't happen. If everything around us is something we can't control - what can we do about it? Day 6 of Th...
「if everything goes to plan」的推薦目錄:
- 關於if everything goes to plan 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於if everything goes to plan 在 Yilianboy Facebook 的最讚貼文
- 關於if everything goes to plan 在 Facebook 的精選貼文
- 關於if everything goes to plan 在 MingsuBingsu Youtube 的最佳解答
- 關於if everything goes to plan 在 Joanna Soh Official Youtube 的最讚貼文
- 關於if everything goes to plan 在 Joanna Soh Official Youtube 的最佳貼文
if everything goes to plan 在 Yilianboy Facebook 的最讚貼文
.
活在當下也能擁有未來的目標
Translation: @benkongenglish
.
那位同學質疑
「難道我們就只要活在當下
而無需計畫未來或追尋目標嗎?」
.
我的答案是肯定的!
不過當然可以計畫下週的旅行 明年的甄選
但計劃依舊都是「活在當下」的其中一部分
我們在這個當下進行規劃
也只能夠規劃著屬於這個當下的未來
假設一切如我們所想 計畫中的未來就可能發生
如果外界或自己的心緒變動了
那個未來 那個計畫就不一樣了
以下容我舉兩個例子
.
在台北市遙望高聳的101以為目標
其指引我們當下每一個腳步行進的方向
碰壁了 就左轉或右轉 很難筆直地到達101
最後我們可能會到達101
也可能在途中被一間溫馨的咖啡店吸引
而決定留連其中 品一杯咖啡 讀一本書
之後當我們回憶起那段旅程
在每個當下真實發生的 才是旅行的本質
至於行前規劃 只是出發前的一個活動與樂趣
他們各自在各自的當下飛舞
.
再說一個例子
我常常健身重訓
以前的我傻傻地亂練 很輕鬆很有趣
後來竟然真的練出一點名堂
雀躍之下 替自己設下一個高遠的目標
於是我積極地練 同時間運動變成負擔和壓力
甚至肌肉受傷 被迫休養停練
.
現在的我期許自己有效率地完成每一組動作
有時間運動很好
若運動時間被其他事情佔據 我就享受那件事情
回頭看自己的經歷 其中有這麼多的享受
也累積成果 成了此刻的自己
別讓未來吞噬當下
當下喜悅的心情是我們最好的導師
.
The student was sceptical “Shouldn’t we plan for the future and go after our goals other than living in the moment?”
.
My answer is affirmative.
No doubt you can make plans for the trip next week or the selection next year, but these are all just part of “live in the moment”.
We can only plan for the future of this moment when we make plans at this moment.
The planned future may come true if everything goes accordingly.
It may not if our heart or other external factors change.
I would like to illustrate it with two examples:
.
Looking at 101 in Taipei and setting it as the target, it guided every step of us towards its direction.
Turn left or right when there’s a dead end.
It’s impossible to reach 101 simply by walking straight
We may be able to reach 101, and also, we may be attracted to a cozy cafe and decide to stay for a coffee and read a book.
When we look back at the trip, the essence of travelling lies in the things happened.
The planning of the trip is only an activity and fun.
.
Another example is from me.
I work out a lot.
I used to simply working out. It’s easy and enjoyable.
Fame came.
Ecstatic, I set a higher goal for myself.
I train even harder. Time and sports become a burden and source of stress.
My muscles were strained, forcing me to stop training for a few months.
.
Now I expect myself to finish every set efficiently.
It’s good to have time to work out.
If the time for sports is occupied by other stuff, I will enjoy doing that stuff.
Looking back at my experience, I found so many enjoyments.
It became the fruits of my experience, which made me who I am today.
Do not let future overshadow this moment.
The contentment of the moment is our best mentor.
if everything goes to plan 在 Facebook 的精選貼文
I was over the moon when I first found out I was pregnant. I remember clearly it was on the day of our 2nd Anniversary. We were about to head out for Omakase dinner, but I thought I should just check to see if I'm pregnant before eating raw food. Needless to say, we changed dinner plans immediately. It really didn't matter what we ate anymore that night, because both of us were just jumping with joy!
That joy was very soon taken over by worry and paranoia. Everything I did, drank and ate was closely monitored. I just wanted to make sure I was in my best condition; to be healthy so my baby would be safe and healthy too. I did everything I could – ate and rested well, exercised… but to my horror and fear, I bled at week 35. The doctor suspected a mucus plug, which could mean Baby Layla could come prematurely. It goes to show you never know what unexpected things life can throw at you. Thankfully, baby Layla stayed in there till week 38!
In a nutshell, I'll always be worrying for her. Especially when she is still so young and vulnerable! All I want is to make sure she stays safe and healthy.
So I’m glad AXA knows it! That’s why with AXA's EmpoweredMum, you can be assured and confident, knowing that your baby will be insured (in the event anything unexpected occurs), without worrying about your finances, with their free AXA Shield plan B to cover your baby without underwriting.
#sheilalovesherlife #SSmotherhoodjourney #babyWooLaLa #appleofmyeye #4monthsold #motherhood
@axa.singapore #AXAEmpoweredMum #AXAHappyMummy #AXAHappyFamily
if everything goes to plan 在 MingsuBingsu Youtube 的最佳解答
Today we planned to do a few things that didn't happen. If everything around us is something we can't control - what can we do about it?
Day 6 of The Cocolo Series
#mingsubingsu #withme
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if everything goes to plan 在 Joanna Soh Official Youtube 的最讚貼文
Download my Training App here: http://bit.ly/fio-app SUBSCRIBE: http://bit.ly/SUBJoannaSoh | Follow my IG: https://instagram.com/joannasohofficial/
Healthy Indian Meal Prep Recipes for Lunch & Dinner (Calories Included) | Joanna Soh
I grew up eating Indian food often and I love the rich flavours that go into the dishes. Sadly, with a lot of takeaways, Indian food often get a bad rep for being high in calories and extremely unhealthy.
This is not entirely true. When you cook at home, you can control what goes in the dish and you can make them extremely healthy! I’m going to share with you an Indian Meal Prep which is easy-to-follow, delicious and nutritious!
READ BELOW for recipes and steps.
___________
Weight Loss Tips: https://www.youtube.com/playlist?list=PLyP8pbBMxcsjSQjf_2V8ZJku_njMfh_Zm
Weight Loss Meal Plan & Recipes: https://www.youtube.com/playlist?list=PLyP8pbBMxcsiVZKn2idlOzVppEmkQuXBp
Abs & Core Workout: https://www.youtube.com/playlist?list=PLyP8pbBMxcsi0MwwHzR5tWUjphLt7vt5q
Crazy Workout Challenges: https://youtube.com/watch?v=g83v1m2P4_g&list=PLyP8pbBMxcsgw079OkBK0o-sjKzX4qE0Jm
I'm a certified Personal Trainer (ACE), Women’s Fitness Specialist (NASM) and Nutrition Coach, with over 9 years of experience.
Stay connected and follow me:
Joanna Soh:
http://joannasoh.com/
https://www.instagram.com/joannasohofficial/
https://www.facebook.com/joannasohofficial/
https://www.youtube.com/user/joannasohofficial
https://twitter.com/Joanna_Soh
(Subscribe to my website for printable workouts & recipes)
My Fitness App
https://www.instagram.com/fio.app
https://www.facebook.com/fioapp
___________
CHICKEN & FISH TANDOORI
Ingredients (serves 4):
1) 400g Chicken Breast
2) 400g Tilapia Fish
3) 1.5 tbsps. Olive Oil
4) 1/2 cup Plain Yoghurt
5) 4 Garlic Gloves, roughly chopped
6) 2 tbsps. Fresh Ginger, roughly chopped
7) 2 tbsps. Lemon Juice
8) 1 tsp. Ground Coriander
9) 1 tsp. Ground Cumin
10) 1 tsp. Ground Turmeric
11) ½ tsp. White Pepper
12) 1 tbsp. Paprika
13) 1 tsp. Salt
Steps:
1) Cube the chicken breast into chunks and slice the fish.
2) In a blender add the garlic and ginger along with a splash of water and blend to make a thick smooth paste.
3) In a separate bowl add the blended garlic and ginger paste along with the rest of the marinade ingredients - oil, yoghurt, lemon juice and all the spices. Mix well.
4) Marinade the the chicken cubes and fish slices. Leave for 15 - 20 minutes for the meat to soak the flavours.
5) Pre-heat the oven to 220 Celsius / 420 Fahrenheit
6) After 15 minutes, skewer the chicken the wooden skewers and place it on a baking tray.
7) If you don’t the the wooden skewers, you can just place the chicken and fish fillets onto the baking tray.
8) Bake it the oven for 15 - 20 minutes or until just done.
7) Serve the tandoori chicken and fish with cucumber salad.
Total - 1383.5Cals, 61g Fat, 24.3g Carbs, 213.2g Protein
Per serving – 346Cals, 15.25g Fat, 6g Carbs, 53.3g Protein
FRESH CUCUMBER SALAD
Ingredients (serves 4)
1) ½ cup Onion, chopped
2) 1 cup Tomato, chopped
3) 1 cup Cucumber, chopped
4) 1/4 cup Fresh Coriander, chopped
5) 1 tsp. Red Chili powder
6) 2 tbsps. Lemon juice
7) Salt to taste
Steps:
1) Add all the ingredients in a bowl. Mix well.
2) Allow it to chill in the fridge until it’s ready to be served.
Total – 134Cals, 2.44g Fat, 27.6g Carbs, 6g Protein
Per serving – 33.5Cals, 0.61g Fat, 6.9g Carbs, 1.5g Protein
LIGHT VEGETABLE CURRY W/ BASMATI RICE
Ingredients (serves 4):
1) 300g carrot, cut into cubes
2) 200g Spinach, fresh or frozen
3) 1 can (240g) Chickpeas, rinsed and drained
4) 1 can (400g) Diced Tomato
5) ½ cup Light Coconut Milk
6) 1 tbsp. Olive Oil
7) 1 medium Onion, diced
8) 6 Garlic Cloves, minced
9) Thumb-size piece Ginger, minced
10) 1 tbsp. Cumin
11) 1 tbsp. Curry Powder
12) 1 tsp. Paprika
13) Salt & Pepper to Taste
Steps:
1) Sauté the onion and garlic with olive oil, until tender and golden brown, just for about 2 - 3 minutes.
2) Add ginger, cumin, curry powder, paprika, salt and pepper. Stir to combine before adding in the diced tomatoes, chickpeas and spinach.
3) The stir in the coconut milk and bring to a simmer. Reduce heat to low and cook everything together for 10 - 15 minutes before serving.
4) Stir occasionally and serve hot
Total – 1140Cals, 39g Fat, 170g Carbs, 47g Protein
Per serving - 285Cals, 9.75g Fat, 42.5g Carbs, 12g Protein
Per serving with 1 cup Basmati Rice - 476Cals, 10.35g Fat, 82.5g Carbs, 17.6g Protein
___________
Healthy Indian Meal Prep Recipes for Lunch & Dinner (Calories Included) | Joanna Soh
if everything goes to plan 在 Joanna Soh Official Youtube 的最佳貼文
SUBSCRIBE for new videos every week: https://www.youtube.com/user/joannasohofficial
Roughly 1/3 of the food produced in the world for human consumption, gets lost or wasted every year, that’s approximately 1.3BILLION TONNES!!
I’m sure all of us have thrown away rotten vegetables, expired products or leftovers. Reducing food waste does not only save the environment but it also helps you to save lots of money and time in the long run. How can we play our part? I’m going to share with you 10 really simple food hacks to REDUCE FOOD WASTE and SAVE MONEY.
Joanna is a certified Personal Trainer (ACE), Women’s Fitness Specialist (NASM) and Nutrition Coach, with over 8 years of experience.
________________
Stay connected and follow me:
Joanna Soh:
http://joannasoh.com/
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https://twitter.com/Joanna_Soh
(Subscribe to my website for printable workouts & recipes)
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________________
10 TIPS TO REDUCE FOOD WASTE
1) Freeze riped fruits
Frozen fruits can be blended to make fruit smoothies, nice-cream and they can even be added into baked goods to make healthier cakes and muffins.
2) Save the Bones & Leftover Vegetables
Instead of throwing away bones or forgetting your leftover vegetables, cook them! You can use them and make a really tasteful bowl of soup without any added stocks or preservatives.
3) Turn extra veggies into vegetable soup
Another thing you can you do with the leftover vegetables is to mix them all together and make creamy vegetable soup puree. Now if you hate eating your vegetables, this is also a really great way to meet your 5-a-day.
4) Pickle Your Vegetables
Fermented vegetables make nutrients more readily available, they promote a healthy gut and contains probiotics.
5) Turn Stale Bread into Croutons
Instead of throwing them out, why not slice them into small cubes, brush with a little bit of butter, sprinkle with garlic salt and bake them to make yourself some croutons.
6) Freeze Extra Herbs in Ice Cubes
Chop them up, place into ice cube trays, add some water or oil and freeze them to make herb cubes.
7) Use Lemon Peels to Make Infused Water
Save the peels because that’s where most of the essential vitamins, minerals and enzymes are. Simple infuse into your water or tea and gain to gain the benefits.
8) Egg Shells
I like to save my eggshells and let them dry out. Then simple use a grinder and grind the shells into fine powder. Should one of my dogs get diarrhea, I’ll just sprinkle a couple teaspoons of the eggshell powder on their food and the diarrhea goes away.
9) Turn leftovers into a One-Pot Dish
Turn those little bits of leftovers into a one-pot dish by mixing everything together and take it to work for lunch!
10) Use a Spray Bottle for Your Oil
Using a spray bottle will help you to reduce on your calorie intake, as you’ll tend to use a lesser amount. This will make your food less greasy, reducing the fat intake in your diet, which can help you to lose weight.
What other food hacks to do you practice? Let me know in the comments below.