[OEM嘅嘢]非聲討,樓主都冇好惡咁鬧。況且一向我唔鍾意審人。你見我一定打格仔(而家post都刪埋)。所以純學術討論。
不過認真,700蚊有咁嘅早餐畀你,還神啦。仲特登幫你買,我真心覺得應該表揚間酒店!隻蛋我幾想食(得,我知,粟米肉粒飯嘛)
朋友話銀龍好過啲三星酒店嘅油淋淋早餐。我raise ,四星都係!當然好睇你啲星點定。但結論都係700有咁嘅早餐十分超值
(得,我知銀龍粟米肉粒飯)
又,我好細個已經諗呢樣嘢,會唔會啲高級餐廳都係OEM,大排檔買嚟畀你。大個見啲酒吧真係咁,去隔離買豬頸肉畀你咋。
當然講到尾,係鬥個「氛圍」,感性消費。鬥食材鬥廚藝鬧裝修都未夠高,好易抄。
competition is for losers。我個廚八歲由越南🇻🇳偷渡嚟 十歲死老母十四歲落仔 然後自學成才再著到Maggie Q咁出嚟影相,包你冇得抄。
唔係話只講包裝不講實力,咁首先你都要識煮嘅(但,麥玲玲羅庚都未識睇啦,who cares?)。但得罪講句,好多領域,你有幾多人真係blind taste分到 唔同嘢?30蚊同300蚊紅酒分得出。5000同50000呢?其實有冇分別?
呢個亦係好多「技術人」嘅盲點。你講音質好 像素勁,但啲消費者係分唔到阿嬌同阿sa 嘅盲毛。蘋果幾時同你鬥spec?
況且spec有得鬥,叫做有客觀,3T好過2T,9秒8快過9秒。但音樂,寫文,煮嘢,點分高下?
講返OEM,咁啱呢排我老豆生日。一件小事,好似細個去半島定乜,充大頭鬼(佢),嗰時我已經諗,點解幾廿蚊杯汽水都有人叫(當年大家樂食個飯六七蚊)?咪又係一罐嘢。總係有啲嘢。
咁當然細細個已經知食裝修呀溝女呀呢啲。但另外仲有一次,老豆先同我講,實會斟埋畀你呀,加塊檸檬🍋呀,甚至有花生咁。
呢啲,就係「差異化」,未必令你忘記背後都係可口可樂生力啤,但至少令你覺得可以justify 。
即係同一個道理,啲奀星𡃁模KOL,只要求其搵拍過套 《喜愛夜蒲曼谷版》,片尾有名嘅。就已經身價唔同啦。明星喎。明星喎。
所以,我同意有人回(原post已刪),理應該掉走個銀龍袋佢嘅
當然如果係再高級啲嘅,倒出嚟自己再擺盤都仲得,加多塊蕃茄青瓜又收你舊幾水。
同以上酒店可樂同一道理,我細個住酒店,係唔明做乜有人會畀咁貴錢在房食早餐。當然首先貧窮限制我想像,二來嗰時唔知有唔少人可以開公數,三來最重要係春宵一刻直筆甩,那年冬天蕭在吹,有女伴嘅,唔好話落去食早餐,真係落床拎杯水都懶啦
on an unrelated note,關於粟米肉粒飯,再講一次。實不相瞞,有一期,97年夏天,我有一排成日都食銀龍茶餐廳早餐,仲要係西洋菜南街,洪葉書店樓下嗰間
原因?嗰時返暑期工。屯門去九龍塘,my god。就係巴士旺角落,再轉地鐵。就日日食銀龍。然後我就由A level 學霸變成大學second lower 。諗落應該搞個集體訴訟class action (香港係冇的)
暑期工就在浸會大學,冇Q嘢做。我每日最開心就係下午茶(自己)鼠出去睇女。新舊校園我都返過,新校睇李惠利嘅女,舊校咪睇浸會女。心諗有一日到我食。結果後來就食到,其實唔難。
我在浸大嘅日子,就係幫人影印,同埋送文件。最初我拎本書返去睇,後來當然被勸止。結果我拎本書去影印,得閒幾頁咁,拎住疊紙就冇人理我。果時就睇西洋文學,《雙城記》呀《孤星淚》呀咁。
呢啲可歌可泣嘅故事,記住keep多幾個。
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「lower class」的推薦目錄:
- 關於lower class 在 Facebook 的最讚貼文
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- 關於lower class 在 貓的成長美股異想世界 Facebook 的最佳貼文
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- 關於lower class 在 The Lower Class - YouTube 的評價
- 關於lower class 在 LOWER CLASS BRATS - Facebook 的評價
lower class 在 Facebook 的最讚貼文
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🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
lower class 在 Joanna Soh Official Youtube 的最佳貼文
Download my Fitness App here: https://www.fiolife.com/ SUBSCRIBE: http://bit.ly/SUBJoannaSoh | Follow my IG: https://instagram.com/joannasohofficial/
How to Squat, Lunge, Push-up & Plank Correctly (Dos & Don'ts!) | Joanna Soh
Are you doing some of the most basic exercises correctly? Squats, lunges, push-ups and planks are some of the most common exercises we do whether it's following an online workout video, in the gym or joining a group class. Why? They are total body toning at its best!
Done correctly, these exercises will help you sculpt sexy curves, get you stronger plus and they have tons of variations for you to keep progressing. However if done incorrectly, you could hurt your lower back, knees, and fail to see results.
In this video, I'll be guiding you through step-by-step on how to perform a squat, lunge, push-up and plank correct. I'll be showing you the common mistakes to avoid and adjustments to make in ensuring your form is perfect.
Practice it by looking at the mirror and every time you do your workout, just remind yourself of these few pointers to take note of. LIKE & SHARE this video with your friends. =)
________________
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
________________
Record a video or take a picture of you doing the workout, tag me @JoannaSohOfficial #JSohActive
I'm a certified Personal Trainer (ACE), Women’s Fitness Specialist (NASM) and Nutrition Coach, with over 10 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
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(Subscribe to my website for printable workouts & recipes)
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________________
How to Squat, Lunge, Push-up & Plank Correctly (Dos & Don'ts!) | Joanna Soh
lower class 在 Joanna Soh Official Youtube 的最佳貼文
Download my Fitness App here: https://www.fiolife.com/ SUBSCRIBE: http://bit.ly/SUBJoannaSoh | Follow my IG: https://instagram.com/joannasohofficial/ Follow Marco: https://www.instagram.com/marcovelazquezd/
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
________________
Intense Cardio & Core KICKBOXING Partner Workout | Joanna Soh
This is probably the first workout which I struggled to finish!! No joke, it is INTENSE and I felt my core and legs on fire even after the next few days. OMG! You'll be burning lots of calories, build your core strength and tone up! So grab your partner and let’s have fun in this kickboxing partner class because you'll need it to push each other and finish the class strong together! If you don’t have a partner, don’t worry, you can still do this class on your own.
Sequence: 3 circuits focusing on cardio, lower & upper body strength and core
Workout Duration: 36 minutes
Estimated Calories Burned: 270 - 400 Calories
Exercises:
CIRCUIT 1
1) Jab, Cross | Slips
2) Hooks | Duck Unders
3) Mountain Climbers & Push-up
CIRCUIT 2
1) Reverse Lunge to Push Kick
2) Squat Kick | Squat Block
3) High Knees | Squat Hold
CIRCUIT 3
1) Inchworm Taps
2) Knee Tucks
3) Plank Reach
4) Rainbow Leg Raises | Side to Side
5) Double Leg Circles
________________
Record a video or take a picture of you doing the workout, tag me @JoannaSohOfficial #JSohActive
I'm a certified Personal Trainer (ACE), Women’s Fitness Specialist (NASM) and Nutrition Coach, with over 10 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
________________
Intense Cardio & Core KICKBOXING Partner Workout | Joanna Soh
lower class 在 李根興 Edwin商舖創業及投資分享 Youtube 的最佳貼文
第一次全家 FB Live : 今日【信報】, 突然冬至飯後一家人心血來潮,幫媽咪,了解下我老婆創業過程及課程。
FB Live :
https://www.facebook.com/EdwinNetwork/videos/666610447351315/
聯絡李根興 whatsapp (+852) 90361143
我佩服我老婆的三件事。
(1) 我喜歡我老婆「勤力」
(2) 我有老婆,但他無「老婆」
(3) 永遠放我在「第一位」
I Love You 老婆! 有機會睇睇她的課程! ?
https://www2.hkej.com/landing/mobArticle2/id/2665695
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Courses:
Christmas Holiday Camp - Debate + Public Speaking (Age 5-16, Online)
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Earn 1 Free Class Credit for Every Friend who joins (terms apply)
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李根興 Edwin
lower class 在 LOWER CLASS BRATS - Facebook 的美食出口停車場
LOWER CLASS BRATS. 74582 likes · 425 talking about this. OFFICIAL WEBSITE: *www.LCBARMY.com* ... <看更多>
lower class 在 The Lower Class - YouTube 的美食出口停車場
Discusses the jobs, income, education, home and division of labor in the lower class, and the differences between the working poor and the ... ... <看更多>