🌻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2部Youtube影片,追蹤數超過871的網紅Kayczar Official,也在其Youtube影片中提到,LYRICS Sweet Lord, have mercy, I'm bout to run thru these rappers, Yeah I been sonnin these rappers, Korang anak laki K, in your pampers, Lil babies...
「in my shoes just to see what it's like to be me」的推薦目錄:
- 關於in my shoes just to see what it's like to be me 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於in my shoes just to see what it's like to be me 在 Pakar diari hati Facebook 的最佳貼文
- 關於in my shoes just to see what it's like to be me 在 Pakar diari hati Facebook 的最佳解答
- 關於in my shoes just to see what it's like to be me 在 Kayczar Official Youtube 的最佳解答
- 關於in my shoes just to see what it's like to be me 在 Brenda Tan Youtube 的精選貼文
- 關於in my shoes just to see what it's like to be me 在 Beautiful - YouTube 的評價
- 關於in my shoes just to see what it's like to be me 在 Eminem - Beautiful (Official Music Video) - YouTube 的評價
- 關於in my shoes just to see what it's like to be me 在 Beautiful - YouTube 的評價
- 關於in my shoes just to see what it's like to be me 在 Eminem Quote by goldiloxx876 on deviantART - Pinterest 的評價
- 關於in my shoes just to see what it's like to be me 在 Eminem - Beautiful (Lyrics) - Facebook 的評價
in my shoes just to see what it's like to be me 在 Pakar diari hati Facebook 的最佳貼文
"Saya pelik tengok anak2 akak semua jenis dengar cakap....buat semua yang akak suruh..."
Ye sebab akak garang😡😡😡
Hehe takut tak😂
...Continue Reading′′ I'm weird looking at all my children who listen to it.... do everything that I ask..."
Because I'm fierce 😡😡😡
Hehe scared or not 😂
Actually, children are like that because we have applied ′′ service culture ′′ to parents since children were still young. Since they can understand the instructions. So when children are used to instructions, they are used to ′′ service culture ", they will easily listen to and easily fulfill every parent s' request.
Example of ′′ service culture ′′ in family for children
- pinch mom and dad always 💆🏻🙇🏼 ♀️
- serve food 🍛🍲
- provide medicine for sick family members 💊
- spoon the rice 🍚
- get drinks when mom and dad are thirsty 🥃
- plucking fruits for mom and dad 🥝🍌🍎
- open / close fence and door 🔐
- put on umi's socks and shoes. Umi noticed Cinderella 👠
- sister / brother feed the rice to the younger sibling
- get things left behind
- on off fan switch / light switch
- looking for missing items 🕵🏼 ♀️🔎
- cleaning up the house
- wipe the table after eating
- dishwasher
- payungkan umi and dad ⛱
- and many more service activities
When you want to ask, mother must use the word ′′ Help ′′ and the language is better to be beautiful. ′′ Honey, please clean this table..."
Don't be when your child is grown up, you'll just start calling ′′ love ", when your child will hear you feel disgusted
But don't just do anything for us, we also have to do things that make our children happy.
- kisses and hugs always
- joking around
- telling stories of religious children
- mom is praying together with the children
- talking about the heaven of hell, about the charity scale in Al Mizan's balance so that he understands why he has to be rewarded.
- bathe, shameless & cut hair. Every time you talk to your child, ′′ when you're old, this is how you have to do it to your mother, bathe, shameless ". Can you?. Give her a promise. Talk about the same thing, let the child digest the sentence.
- umi cooks deliciously, cooks her child's favorite cooking
- have time to practice eating annoyed. Talk about the same thing, talk softly, ′′ later when mom and dad are old, (the name of the child) will be fed too.... Can I? Also say repeat.
- take care of your child when he's sick. Always hugging him and giving the sentences of emotional touch like the sentence when he was bathing and annoyed just now 😉
- cut child's nails every Friday
- buy a favorite gift / reward when your child behaves well.
- do various activities together. Make a WONDERFUL MOMENT to be remembered by children when they grow up. For example, during holiday, asking for picnic, playing badminton together, jogging together... worship is also done together.
BIG ABST ❗️
❌ Mom don't talk
Children who are frequented will be hard to educate. Hard to hear the word.
❌ Right kids make their own things with HP, watching TV is not useful. Kids will be harder to hear the word.
❌ one big mistake when parents buy HP for children who are still in school! Without our knowledge, there are many ′′ weird stories ′′ he can see. This will make the heart darker. It's getting harder to absorb advice.
❌ let the kids go out with friends. Especially the motor gang, bike gang, ball gang. Take care of your children from the negative influences of your friends. Let people say we lock our children up!
Oh my God, I was wrong before... the kids are big now... and it's hard to listen to. What should I do?
✔️ Mom changes her attitude. Stop talking. Start praying. Remember, Allah is the one who holds his heart. She can change asbab of mother's prayer.
✔️ Throw away the ego. Apologies with the kids. Confessing self mistakes. Inviting children to change.
✔️ Many prayers for Tahajud prayers / prayer wishes. Pray for the beautiful children.
How can I make sure that prayer is mustajab?
✔️ Mom, pray in the prayerful times. For example, the time between azan and iqomah, 15 minutes before breaking fast, when it rained, the last 1/3 nights which is after 3 am, the time of asar is Friday, when the mother is done doing worship (e.g. after reading the al quran ), after giving charity. It's better to talk to every good deeds so that Allah can answer our prayers.
✔️ Mother don't do bad things that become hijab on the granted of prayer. Mom keep the use, keep the mouth, keep the heart. Also taking care of the source of sustenance / nutrition.
May Allah swt give us taufiq (strength to make change) and guidance (guidance for us to be better).
P / s Please comment the sign of ukhuwwah.
Share if you feel useful.
Thank God, it's fulfilled, promise to write these long tips.
As a mother, I know I'm not perfect enough... I also struggle to make myself the best model in the eyes of children.... not easy but we have to work..... I believe, there are more perfect mothers out there... and i pray that Allah will give me strength like them.
Let's all try to do the best for our children... with effort and prayer 😊
TeacherShainiRazali's FB
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Want to make your business viral? Now open the lowest package advertisement for only RM30. Ads can choose your own date and time. Whatsapp admin: http://bit.ly/2FFyZuGTranslated
in my shoes just to see what it's like to be me 在 Pakar diari hati Facebook 的最佳解答
Kepada mereka yang selalu ke outstation samada untuk urusan rasmi ataupun bercuti, ketika menginap di hotel, cuba amalkan perkara-perkara yang berikutnya :
1) Selepas check in, ketuk pintu dulu sebelum masuk bilik. Buka pintu dan bagi salam. Kita tak tahu dalam bilik tu ada 'benda' atau tidak. Sekurang-kurangnya kalau ada tu, 'dia' tahu kita ni jenis beradab.
2) Kasut/selipar tu kalau boleh jangan disusun rapat. Salah satu sengaja terbalikkan. Kerana 'benda' ni mereka suka 'm...
Continue ReadingTo those who are always on the outstation for official affairs or holidays, while staying in a hotel, try to practice the next things:
1) After checking in, knock on the door first before entering the room. Open the door and greet. We didn't know there was ' thing ' or not in the room. At least if there were, ' he ' knows we're the civilized type.
2) Those shoes / slippers if possible, don't be arranged closely. One of the deliberately turned upside down. Because of this ' thing ' they like to ' try ' our stuff. When tried with something ' bad ', he'll stay there, not so ' him ' follows us home.
3) If the window cloth is closed and the day is still noon, open the cloth and window for a moment. According to Chinese faith, by opening this window, the ' heat s' from the outside will enter to fill the inside and anything that is ' cool ' inside will come out. Short said, make sure the room has air circulation.
4) Knock, and open the bathroom door and put the lights on and leave the door open (for a moment), also for air circulation purposes because the bathroom is the ' coolest ' room in a hotel room and don't forget too, flush right Toilets once (aim to remove negative aura that may have been long-stoned) and open the pili to let water flow for a while and wash hands and feet.
5) If you're the only one and given a twin room, fill up one of those beds with items like bags, clothes, pants, documents and pillows that are not used if possible, put it in the bed you're going to sleep.
If you get a room with Queen or King type bed, use it to all the pillows that have and sleep in the bed. Don't just sleep beside me and leave the other side empty.
6) When going to bed, leave one of the lights in the room installed or at least apply the lights in the bathroom and leave the door open. It's not that we don't know, that ' thing's most like to disturb when it is dark
7) Always practice reading prayers for peace, peace and safety before, during and after sleep. We each have our own way.
_______________________________________________
There's once, our friend, Asrul (not real name) went to Melaka on the official affairs of the ministry. It's normal, this ministry and department have a lot of business around the country. From Kuala Lumpur, he drove and took about 2 hours to get to Melaka.
As soon as he was in Melaka, he immediately checked in at a boutique hotel located on the side of Sungai Melaka. The hotel from the outside to the inside is beautiful. This As is also satisfied with the room he got. Since he only took the single room, the size of the room is not big. Enough for just one person but the cleanliness and decoration in the room is really tip top. Nothing is less. Set up the room like this; when entering, the wardrobe is on the right and the door to the bathroom on the left. And the side of the wardrobe continues to connect with the writing table and after the writing table is the single bed she is crossed and television is placed on the wall.
This As, after he put all his stuff in the closet and washed his face, he also came back to travel around Melaka City. Luckily the hotel he was inap is around the tourist focus area so it's easy for him to walk there.
After Asa hosted her appetite at one of the caffe near her hotel, she also walked back. When she came back to her room just now, she was surprised to see her bathroom door closed because the time she was out just left open. As thought maybe he forgot that he was closing the bathroom door just now so he didn't even think much.
When As was in the shower, she kept washing her hair, suddenly she heard a sound like her bathroom door was opened. He quickly swallowed a curtain shower and saw the door still closed. Hmmm..... sounds from the next room. So he continued his bath again and after finishing, he came out to take clothes from the bag. The joy of her seeing one of the closet doors open. ′′ Eh... when will I open this ha ′′ he asked himself. Without thinking long, he took his shirt and pants back and put the bag back into the closet and closed it back.
During the middle Assembly of Fast & Furious shows on television glass, suddenly from her left eye she noticed something was moving around the entrance so she kept turning to look more clear. Apparently, the wardrobe door opens back and the bathroom door closes. ′′ It's different like this ′′ his heart moves. So As also walked into the wardrobe and closed the wardrobe back and he turned the bathroom door button. Her bathroom door button is the type that doesn't have a lock button because the paired lock is the type of flick we pull and push. But the door cannot be opened. Here you go!
......... Bathroom door locked inside.
As is starting to feel scary, but he strengthens his spirit by reading the Seat verse over and over again and over again knocking on the bathroom door locked from inside and suddenly he heard something. The sound behind a locked door is like someone's voice from the bathroom asking ′′ You want to enter? Hehehehehe ′′ The As's rome hair is gone.
Then he grabbed the room lock and he kept moving down to the lobby. She told the receptionist who was on duty that her room had ghosts. Receptionist eyes bought to see after hearing what came out of As's mouth. As told miss receptionist that her bathroom door was locked from the inside and there was a voice laughing from the inside.
Spooked, the miss immediately asked a colleague of her coincidentally there to accompany her As back to the room to investigate.
After they both went to the Assembly room, they were shocked to see the condition of his messy room. Blankets, pillows, clothes are on the floor, some are hanging on television. Her clothing bag that is actually in the closet is now in the middle of the room and looks like it's dismantled. Papers needed for official affairs are covered at the writing desk, and in the chair.
The hotel worker who accompanied As just now rejected the bathroom door and was shocked to see the situation inside. Shower curtain torn, all the toiletries on the floor, and his eyes saw something on the wall. He called As ′′ Bang bang, come see what this is?" As also entered and stunned to see a writing on the bathroom wall. Just one word...... GET OUT!!!!!
As what else, it's really not as fast as lightning as he's worried about all of his items that were in the room with the help of that hotel worker just now. While packing up, the lights in the room started to swallow several times and the television show channel changed by myself. When they left the room in a hurry, when closing the door they both heard female voices judging from the bathroom. In fear, they were viewing each other, As and hotel workers kept accelerating down the lobby.
As that night kept checking out of the hotel and with the help of the receptionist, she managed to be placed in another hotel nearby. However, that night the US couldn't sleep well because I keep thinking about the incident he had before. Short said, he fell asleep making the room lights all paired.
Since from the experience incident that night, every time As is on the outstation, he will always remember to do the above 7 things and he said alhamdullilah, until now, everything is smooth and disturbance free.
That's all my donation for this time.
Hope you all are entertained hehehehe....
** Pictures are just decorating **Translated
in my shoes just to see what it's like to be me 在 Kayczar Official Youtube 的最佳解答
LYRICS
Sweet Lord, have mercy,
I'm bout to run thru these rappers,
Yeah I been sonnin these rappers,
Korang anak laki K, in your pampers,
Lil babies, crying out loud when my raps turn out facts,
Can't find a lie in my head that's no cap,
I am to far and ahead run it back
6 in the am and I'm tryna get buck,
Do not speak to me if my chain is untucked,
Who lyin better? The rap game fucked
Told 'em, spit truth now he lookin' all stuck,
Bad luck for these lames King K,
First of my name,
Run it in the city, fuck around snatch the King chain,
Done it all for you I just ask that you maintain,
Who the trap MB, I'm about to run game
Lil boys tryna act all grown,
Put a couple songs out thinking you on,
Put a couple verses up now you talking bentley trucks,
Can't even peek at my level, fuckin donald duck, headass,
Your raps don't even fall on beat,,
Learn to speak first then try to attempt my feats,
But if the shoes don't fit, I don't think you should try,
Finally finding your soul when you staring death in the eye,
Undefeated, underrated, underpaid but y'all could never shake me huh,
Undulating, under pavements, under stages, y'all forever faking huh,
See me and it's all daps,
I can't fuck wit nobody still dippin dabs,
I don't talk to nobody 'less it's bout the cash
'cept my bitch and that's cause she got a pretty ass,
South East Asias finest,
You have just been blinded,
But I don't blame y'all,
The three mice guidin'
This is just the climate,
Fuck about your likeness,
I'm forever private,
Thinking that I might just
Cast it all away and live my life inside the islands,
Wit my quadruple zero southside survivors
But I want that quintuple zero on my rider,
Spending 10k hours callin out liars, (fibbin ass)
The energy real that's what I feel,
I do not hide behind screens or sign no deals,
But I know deals,
I know thrills, and I know bills,
Like I got no meals,
I'm hunting, kill,
I impale, so you know
Another death is the outcome,
I've been tryna walk the path of malcolm,
Now come
Take a seat, I'll be spazzin' all week
Ay man somebody call the coroner, I murdered the beat
Sweet Lord, have mercy,
I'm bout to run thru these rappers,
Yeah I been sonnin these rappers,
Korang anak laki K, in your pampers,
Lil babies, crying out loud when my raps turn out facts,
Can't find a lie in my head that's no cap,
I am to far and ahead run it back
- K
in my shoes just to see what it's like to be me 在 Brenda Tan Youtube 的精選貼文
WELCOME TO MEGA HAUL PART 3
LAST INSTALMENT OMG
My exams are finally over so I can create proper content for ya'll, but I'm going to be releasing 2 pre-filmed videos from quite a while ago!
» WHAT WAS THAT I MENTIONED?
☞ Note: I'm so so so sorry guys, I filmed this more than a month ago (the same time as part 1 and 2) and I don't know if the links to any of the pairs of shoes are still valid. Hopefully this can just be an inspiration for what you can get this season!
» WHAT'S THAT I'M WEARING?
☛ Top: Zalora (featured in Mega Haul Part 1)
☛ Lips: ??? Can't remember omg it's been too long
Hi, I'm Brenda! I'm 21 and I hail from Singapore. I post videos every week, sometimes more! If you like my videos and want to see more, please hit the subscribe button to catch my videos hot off the press! Your support keeps me motivated to produce better content (and to post more frequently). Feel free to click the thumbs up and leave a comment down below of what you'd like to see next. I read every single comment (seriously, I do) and will try my best to respond! :-) Thank you once again for watching my videos, have a blissful day! x
» LET'S GET IN TOUCH
☞ Blog - http://wordweed.blogspot.sg
☞ Instagram - http://instagram.com/wordweed
☞ Twitter - http://twitter.com/wordweed
☞ Facebook - http://facebook.com/wwbrendatan/
☞ Snapchat - wtfisair
☞ Ask.fm - http://ask.fm/wtfisair
» BUSINESS INQUIRIES/COLLABORATIONS
✎ wordweed@gmail.com
▻ I film, edit & produce all videos by myself using FCP X! ◅
☺ Music by: Youtube
in my shoes just to see what it's like to be me 在 Eminem - Beautiful (Official Music Video) - YouTube 的美食出口停車場
REMASTERED IN HD!Music video by Eminem performing Beautiful. (C) 2009 Aftermath Records#Eminem #Beautiful #Remastered. ... <看更多>
in my shoes just to see what it's like to be me 在 Beautiful - YouTube 的美食出口停車場
Provided to YouTube by Universal Music Group Beautiful · Eminem Relapse (Deluxe) ℗ 2009 Aftermath Records Released on: 2009-01-01 Producer, ... ... <看更多>
in my shoes just to see what it's like to be me 在 Beautiful - YouTube 的美食出口停車場
Provided to YouTube by Universal Music Group Beautiful · Eminem Relapse: Refill ℗ 2009 Aftermath Records Released on: 2009-01-01 Producer, ... ... <看更多>