關於 job pair ，我們在網路上蒐集到這些相關的討論、資訊與評價

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另一個生命

Translation: @benkongenglish
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小兔子可愛
記得小學時候 想趁著學校自然課養寵物單元
以作業之由 讓媽媽買隻兔子給我
結果只買了一對十姊妹
.
我沒養過哺乳類動物
因為媽媽堅持
「養一隻狗像養一個小孩
要認真照顧牠 沒照顧好又怕對不起牠」
(但她自己養了四個人類)
也許受其影響 也許不是
現在的我好憂慮對其他生命負責
仰躺的孔雀魚 斷折的玉米莖 枯萎的豆苗
尚且讓我低落好幾天
又如何能面對更長 更活潑的生命呢？
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當堅毅不屈 義無反顧
方得帶領另一個生命於自己的生活中 於這世上吧
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Rabbits are adorable.
I begged my mum to buy a rabbit for me when I was having a lesson about keeping a pet.
I ended up getting a pair of lonchura striata.
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I have never kept any mammal as pet
My mum insisted “keeping a dog is like having a child. We have to take care of it very seriously. We will feel guilty if we do not do a good job”
(While she nurtured 4 human beings)
I may or may not have been influenced by her
I’m anxious about being responsible for another creature.
Be it upside down guppy, broken corn stalk or withered bean sprouts
These all make me depressed for a few days.
How do I deal with longer, more vibrant lives?
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Perseverance and giving are key
Only then can we lead another life into ours and into this world.

🌻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.

《邪》重現大銀幕，睇硬。
未硬前，先獻上舊文一篇。
—————
【心外無鬼心裡有鬼】
鬼片最需要的，自然是寒意，一種足以令觀眾打從心底裡淆起底來的寒意。至於Message，純屬後話——如果一個導演在拍一齣鬼片（或恐怖片）時，只管攝入種種（得佢自己先明的）符號，試圖帶出種種（得佢自己先知的）Message，但成齣戲完全唔驚的話，佢應該去拍Message片，而不是鬼片。
桂治洪充分明白老闆對他的要求。在片廠制下，桂治洪每一次開戲，都是在處理一個Job、或搞掂一個Task。作者電影？從來都不是他（被允許）去拍。
像《邪》，老闆要求桂治洪必需滿足的條件包括：1.成功嚇到人，畢竟睇牌面，這是一齣鬼片；2.成本絕對有限，唔該睇餸食飯；3.就像他過去所拍的大部分電影，一定要「有嘢睇」——睇乜？女性胴體。
然後，桂治洪構思了一個民國初年的鬼故事。廣州西關陳氏一家，家道中落，只剩下體弱多病的恬妮，以及她那個入贅的老公王戎。王戎每天過著唔使Do的退休生活，飲到爛醉，就返屋企對照顧恬妮的丫環拳打腳踢。丫環頂唔順，撇。
某一天，自稱媽咪受過陳家恩惠的陳思佳找上門，為報恩照顧恬妮；而順理成章地，王戎對這個新丫環拳打腳踢，甚至污辱埋佢……結果，陳思佳聯同恬妮殺死王戎，並棄屍陳氏大宅附近的湖。
以為一天都光晒？點知恬妮經常見到死鬼老公返嚟搵佢，卒之，嚇到一命嗚呼。
原來王戎與陳思佳是夾埋的。夾埋謀財害命。二人特登做一場戲布一個局，（超）自然地嚇死體弱多病唔襟嚇的恬妮，這樣二人便可在陳氏大宅過著唔使Do的雙宿雙棲退休生活。當然你可以質疑，體弱多病是否就足以構成恬妮被嚇死的理由？桂治洪卻要你明白：殺了人，做了虧心事，明明冇鬼，一樣心裡有鬼。
而《邪》最強勁的是用「明明冇鬼但心裡有鬼」這命題，以彼之道還施彼身，對付呢對謀財害命狗男女。戲的後半，集中交代恬妮化成厲鬼不時閃現，將呢Pair狗男女嚇到神經失常，而在處理這接二連三嚇人戲時，桂治洪用了大量參考自西洋恐怖片手法——尤其是意大利導演Dario Argento那種以五顏六色燈光營造鬼魅氣氛的手法（桂治洪早在1974年《鬼眼》已經借用），成功渲染恬妮呢隻厲鬼係幾咁恐怖，成功嚇親王戎陳思佳以及睇緊戲的你同我，成功滿足了第一個條件。而以上種種，統統發生在兩個場景：陳氏大宅以及那個（一望就知是廠景的）湖，滿足埋第二個條件。
至於第三個條件，在最後一場戲肉也被滿足了。將近嚇到崩潰的陳思佳，重金禮聘請來陳立品作法驅鬼，方法是陳立品剝光她徒弟，畫上符咒，跳了一Part舞，聲稱這樣做是要讓恬妮上身（這場戲有意拖長，不少鏡頭更專登Focus在女演員身上）；然後剝埋陳思佳的衫，畫滿符咒（但畫漏對耳，這安排明抄1964年小林正樹《怪談》裡的〈無耳芳一〉），叫她在屋內等天光，就會一天都光晒，點知，恬妮又來了……
Well，當你知道了真相，不難發現之前幾場恬妮嚇人戲不太合理——但不重要，重要是桂治洪在滿足了三大條件的同時，真的拍了一齣鬼片，一齣根本冇鬼而又嚇到你兼有埋Message的鬼片。
真正嚇死你的，由始至終都是你心裡的鬼。

Stephon Marbury dominated early. Allen Iverson struck late.

Iverson scored 14 of his 38 points in the final nine minutes as the Philadelphia 76ers rallied for a 102-94 victory over Marbury and the New Jersey Nets.

The NBA's leading scorer, Iverson fell a bucket shy of his 16th 40-point game of the season. He took over in the fourth quarter, giving the 76ers their first lead since the opening minute with a fadeaway jumper with 8:22 remaining and made sure they never trailed again.

Iverson was just 12-of-32 from the field but made 13-of-14 free throws and added seven assists and four steals. He scored 14 of Philadelphia's final 19 points, then skipped the media to nurse bruised ribs and a fat lip, products of a somewhat chippy game.

Marbury collected 20 points and 14 assists. He scored 16 points in the first half, when the Nets controlled play. But he went scoreless over the final 7 1/2 minutes, when the Sixers trapped him to force the ball out of his hands.

Forced to become a playmaker rather than a scorer, Marbury was let down a bit by his teammates. The Nets scored just 15 points in the fourth quarter and lost for the 12th time in their last 13 road games.

Last month, Iverson and Marbury teamed up to rally the Eastern Conference from a 21-point fourth-quarter deficit to victory in the All-Star Game. In this one, Iverson hounded Marbury down the stretch. Marbury shot 8-of-24 and committed seven turnovers.

"They went big, and we tried to trap him and get it out of his hands," Sixers coach Larry Brown said. "Then we tried to keep him from getting it. Our big guys did a good job of trapping and then Allen did a terrific job of denying."

"He was getting fouled and he wasn't getting calls," Nets coach Byron Scott said. "He goes to the line two times tonight. That's ridiculous. They say he is creating all the contact, but that other little guy (Iverson) that is pretty (darn) good does the same thing and he goes to the line 14 times. Tell me the difference."

Tyrone Hill had 13 points and 14 rebounds for the Sixers, who have won three in a row and eight of 10. They are 4-2 since acquiring All-Star center Dikembe Mutombo, although he was not on the floor when the Sixers made their surge.

"Tyrone Hill just killed us on the boards," Scott said. "That was the difference."

The league-leading Sixers (45-16) dominated the boards, 41-28, and avenged a 96-89 loss at New Jersey on February 4 in which they blew a 15-point third-quarter lead.

"We have a bull's-eye," Hill said. "Every team that we play wants to play hard and wants to beat us. ... They feel if they can beat the No. 1 team twice in one year, that it shows you what kind of talent they have."

The Sixers trailed 79-75 entering the fourth quarter but began the period with a 10-4 run that Iverson capped with his go-ahead jumper. It was Philadelphia's first lead since 2-0.

Marbury answered with a layup for his final points and the teams traded a pair of points before Iverson made two free throws and a jumper that followed a dive to the floor that kept possession for the Sixers and gave them a 91-87 lead with 4:49 left.

"Allen made an unbelievable hustle play among a lot of great plays," Brown said. "Defensively, I thought he's improved a lot, but that was by far for a whole game his best defense. He played against a great player."

A free throw and dunk by Aaron Williams got the Nets within one before Iverson struck again. He came around a screen for a jumper and added two free throws for a 95-90 bulge with 2:57 to go.

Williams made two more free throws, but Mutombo powered for a three-point play after Hill kept possession with by hustling for a rebound. Iverson answered rookie Kenyon Martin's jumper with one of his own and Eric Snow's jumper sealed it at 102-94 with 35 seconds remaining.

"They were hitting some shots in the first half, but we kind of tightened it up in the second half and it was hard for them to make the shots they were making in the first half," Hill said.

Mafia Definitive Edition (เฉพาะภาคแรก)
ซื้อได้ที่ https://store.epicgames.com/legendauser/mafia-definitive-edition

MAFIA: TRILOGY (รวมสามภาค)
ซื้อได้ที่ https://store.epicgames.com/legendauser/mafia-trilogy

Mafia: Definitive Edition is an action-adventure video game developed by Hangar 13 and published by 2K Games. A remake of the 2002 video game Mafia, it was announced in May 2020 and was released on September 25, 2020. The game is set within the fictional city of Lost Heaven (based on Chicago) in the 1930s, and follows the rise and fall of taxi driver-turned-mobster Tommy Angelo within the Salieri crime family. The game received favorable reviews from critics, with praise for revitalizing the story, performances, and graphics, although the dated action animations were criticized.

In 1930, during the ongoing Great Depression, impoverished taxi driver Thomas "Tommy" Angelo is strong-armed by two members of the Salieri family - Paulie Lombardo and Sam Trapani - into helping them escape an ambush by members of the Morello Family. While Tommy is compensated for his help, his actions lead him to losing his job when the Morello family target him in an act of revenge the following day. Seeking help from Don Ennio Salieri, Tommy agrees to be a part of his organisation, befriending Paulie and Sam, and becoming romantically involved with Sarah, the daughter of Salieri's bartender. The three men work together to contribute to Salieri's rackets, overseen by Salieri's consigliere Frank Colletti, including protection and bootlegging. In time, Tommy marries Sarah and begins a family with her, all the while working up in the ranks by impressing Salieri.

In 1933, Don Salieri becomes increasingly concerned when Don Marcu Morello begins putting pressure on him, ambushing their operations with bribed police officers and gaining the support of a corrupt prosecutor whose son has been killed by the Salieri family. Tommy finds himself forced to counter these attempts to prevent the organisation being financially weakened. When Salieri assigns him to eliminate an informant at a brothel, he is advised by Sam to spare them instead, allows them to escape in exchange for their silence, covering up his actions. When Frank disappears along with the organisation's account books, Tommy is instructed to locate both, and quickly learns that Morello planned to use the FBI to take down his rival. Convincing Frank to reveal where the books are, Tommy allows him to leave the country with his family, and covers up his actions once again.

In 1935, with prohibition ended and both Mafia families moving out into new rackets, Don Morello attempts to assassinate Salieri, whilst he and Tommy are dining at a restaurant. In retaliation, Salieri declares war and begins weakening Morello's position, damaging his rackets and reducing his influence on law enforcement. Eventually, Tommy works alongside Sam and Paulie to take down Morello, killing him by shooting down a plane he attempts to use to flee the city. By 1938, the Salieri family control the city's rackets, neutralizing anyone who attempts to stop them. Tommy, Sam and Paulie find themselves tasked with recovering a shipment of impounded cigars that had been smuggled into the city, informed that they hide a consignment of diamonds in them. Although the group manage to successfully recover the cargo, Tommy is shocked to discover that Salieri lied, and that the cigars concealed a consignment of drugs.

Disillusioned by the revelation, Tommy convinces Paulie to go ahead with a bank robbery that Sam had advised against. Although the pair manage to complete the job, Tommy finds Paulie murdered in his apartment the following day. When he goes for a meeting with Sam to discuss this, Tommy finds that his efforts to conceal his actions were uncovered by Salieri, and that Sam was ordered to execute him and Paulie for this and the bank job. Left with no choice, Tommy survives the attempt on his life and kills Sam upon learning that Frank and his family were murdered by Salieri's people. With his former allies against him, Tommy goes into hiding and contacts Detective Norman for help, providing his story of his actions. In exchange for testifying against the Salieri family, Tommy requests his help in protecting his family, which Norman agrees to out of respect for being a family man himself.

In 1951, Tommy and his family live under witness protection in Empire Bay, after Don Salieri and his organisation are arrested and tried for their crimes. A few days after his eldest daughter is married, in which he highlights how family is the most important value to a man, Tommy is visited by Vito Scaletta and Joe Barbaro, who murder him on behalf of Salieri, leaving him to die in his front yard. As his family surrounds him in shock, Tommy tells them all that they are now safe, before succumbing to his wounds.

Mafia Definitive Edition (เฉพาะภาคแรก)
ซื้อได้ที่ https://store.epicgames.com/legendauser/mafia-definitive-edition

MAFIA: TRILOGY (รวมสามภาค)
ซื้อได้ที่ https://store.epicgames.com/legendauser/mafia-trilogy

Mafia: Definitive Edition is an action-adventure video game developed by Hangar 13 and published by 2K Games. A remake of the 2002 video game Mafia, it was announced in May 2020 and was released on September 25, 2020. The game is set within the fictional city of Lost Heaven (based on Chicago) in the 1930s, and follows the rise and fall of taxi driver-turned-mobster Tommy Angelo within the Salieri crime family. The game received favorable reviews from critics, with praise for revitalizing the story, performances, and graphics, although the dated action animations were criticized.

In 1930, during the ongoing Great Depression, impoverished taxi driver Thomas "Tommy" Angelo is strong-armed by two members of the Salieri family - Paulie Lombardo and Sam Trapani - into helping them escape an ambush by members of the Morello Family. While Tommy is compensated for his help, his actions lead him to losing his job when the Morello family target him in an act of revenge the following day. Seeking help from Don Ennio Salieri, Tommy agrees to be a part of his organisation, befriending Paulie and Sam, and becoming romantically involved with Sarah, the daughter of Salieri's bartender. The three men work together to contribute to Salieri's rackets, overseen by Salieri's consigliere Frank Colletti, including protection and bootlegging. In time, Tommy marries Sarah and begins a family with her, all the while working up in the ranks by impressing Salieri.

In 1933, Don Salieri becomes increasingly concerned when Don Marcu Morello begins putting pressure on him, ambushing their operations with bribed police officers and gaining the support of a corrupt prosecutor whose son has been killed by the Salieri family. Tommy finds himself forced to counter these attempts to prevent the organisation being financially weakened. When Salieri assigns him to eliminate an informant at a brothel, he is advised by Sam to spare them instead, allows them to escape in exchange for their silence, covering up his actions. When Frank disappears along with the organisation's account books, Tommy is instructed to locate both, and quickly learns that Morello planned to use the FBI to take down his rival. Convincing Frank to reveal where the books are, Tommy allows him to leave the country with his family, and covers up his actions once again.

In 1935, with prohibition ended and both Mafia families moving out into new rackets, Don Morello attempts to assassinate Salieri, whilst he and Tommy are dining at a restaurant. In retaliation, Salieri declares war and begins weakening Morello's position, damaging his rackets and reducing his influence on law enforcement. Eventually, Tommy works alongside Sam and Paulie to take down Morello, killing him by shooting down a plane he attempts to use to flee the city. By 1938, the Salieri family control the city's rackets, neutralizing anyone who attempts to stop them. Tommy, Sam and Paulie find themselves tasked with recovering a shipment of impounded cigars that had been smuggled into the city, informed that they hide a consignment of diamonds in them. Although the group manage to successfully recover the cargo, Tommy is shocked to discover that Salieri lied, and that the cigars concealed a consignment of drugs.

Disillusioned by the revelation, Tommy convinces Paulie to go ahead with a bank robbery that Sam had advised against. Although the pair manage to complete the job, Tommy finds Paulie murdered in his apartment the following day. When he goes for a meeting with Sam to discuss this, Tommy finds that his efforts to conceal his actions were uncovered by Salieri, and that Sam was ordered to execute him and Paulie for this and the bank job. Left with no choice, Tommy survives the attempt on his life and kills Sam upon learning that Frank and his family were murdered by Salieri's people. With his former allies against him, Tommy goes into hiding and contacts Detective Norman for help, providing his story of his actions. In exchange for testifying against the Salieri family, Tommy requests his help in protecting his family, which Norman agrees to out of respect for being a family man himself.

In 1951, Tommy and his family live under witness protection in Empire Bay, after Don Salieri and his organisation are arrested and tried for their crimes. A few days after his eldest daughter is married, in which he highlights how family is the most important value to a man, Tommy is visited by Vito Scaletta and Joe Barbaro, who murder him on behalf of Salieri, leaving him to die in his front yard. As his family surrounds him in shock, Tommy tells them all that they are now safe, before succumbing to his wounds.