How to Get What you Pray For
“Where do wars and fightings among you come from? Don’t they come from your pleasures that war in your members? You lust, and don’t have. You murder and covet, and can’t obtain. You fight and make war. You don’t have, because you don’t ask. You ask, and don’t receive, because you ask with wrong motives, so that you may spend it for your pleasures. You adulterers and adulteresses, don’t you know that friendship with the world is hostility toward God? Whoever therefore wants to be a friend of the world makes himself an enemy of God. Or do you think that the Scripture says in vain, “The Spirit who lives in us yearns jealously”? But he gives more grace. Therefore it says, “God resists the proud, but gives grace to the humble.”” (James 4:1-6 WEB)
“This is the boldness which we have toward him, that, if we ask anything according to his will, he listens to us. And if we know that he listens to us, whatever we ask, we know that we have the petitions which we have asked of him.” (1 John 5:14-15 WEB)
“All things, whatever you ask in prayer, believing, you will receive.”” (Matthew 21:22 WEB)
“Whatever you will ask in my name, that will I do, that the Father may be glorified in the Son. If you will ask anything in my name, I will do it.” (John 14:13-14 WEB)
Whatever you ask for in prayer that is according to God’s will, you will receive it if you believe.
Why do we disbelieve at times? It could be due to unfamiliarity with God’s word. His will is revealed in His written word.
Another reason is that we feel unworthy to receive good things from God because of some sin in our life. The shame and condemnation produces unbelief.
God knows our motives when we pray. If something is going to harm us, He as a good Father will not give it to us until it is safe.
Just because your two year old child fusses over wanting to play with a knife does not mean that you have to give it to him.
As an adult and responsible parent, you are wiser than him and know that it is not safe.
God is infinitely wiser than us. When we pray, we must also accept that sometimes our intentions may not be pure, and it will harm us if we get what we pray for.
Praise Him. God is good, and He is wise; a generous, gracious, merciful God! He is our beloved Abba Father!
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同時也有376部Youtube影片,追蹤數超過5萬的網紅YAYOI DAIMON Official YouTube Channel,也在其Youtube影片中提到,大門弥生(YAYOI DAIMON) - Ego (Official Video) 作詞:大門弥生, Silver Age / 作曲:大門弥生, Silver Age Produced By:Silver Age ★ 6/9 大門弥生 (YAYOI DAIMON) 「Ego」Official Mu...
「make believe play」的推薦目錄:
- 關於make believe play 在 Milton Goh Blog and Sermon Notes Facebook 的最佳解答
- 關於make believe play 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於make believe play 在 Hapa Eikaiwa Facebook 的最讚貼文
- 關於make believe play 在 YAYOI DAIMON Official YouTube Channel Youtube 的精選貼文
- 關於make believe play 在 Millie Snow Youtube 的最佳解答
- 關於make believe play 在 Haki N Woody柴犬兄弟 Youtube 的精選貼文
- 關於make believe play 在 World of Make Believe play cafe | Bishop Auckland - Facebook 的評價
- 關於make believe play 在 The importance of pretend play - YouTube 的評價
make believe play 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻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
make believe play 在 Hapa Eikaiwa Facebook 的最讚貼文
☆ネイティブの生の会話からリアルな英語を学ぶ☆
=================================
1) Work out(うまくいく)
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work outは「うまくいく」や「良い結果が出る」を意味し、何かしらの行動が良い結果につながることを表す場合に使われます。例えば、「良い結果になるといいですね」と相手の幸運を祈る場合は“I hope it works out.”と言います。ちなみに、今日の会話でビッキーは“How did it work out for you?”と聞きましたが、ここでは「大学はどうだった?キャリアに繋がった?」という意味合いになります。
<例文>
Don’t worry about it. I’m sure everything will work out.
(心配しないで。きっと全てうまくいくよ。)
That’s great news! I’m glad it all worked out.
(良いニュースですね。全てうまく行ってよかったです。)
What if your plan doesn’t work out? What are you going to do?
(もしあなたの計画が上手くいかなかったらどうするの?)
=================================
2) As long as(〜さえすれば)
=================================
as long asは状況によって様々な意味になりますが、今日の会話では「〜さえすれば」という意味で使われます。例えば、「練習さえすれば、上達するよ」は“You’ll improve as long as you practice.”と表現します。
<例文>
You can play video games as long as you finish your homework.
(宿題が終わっていればゲームをしてもいいよ。)
You can borrow my car as long as you fill up my tank.
(ガソリンを満タンにしてくれれば、私の車を使ってもいいよ。)
It's OK to make mistakes as long as you learn from them.
(間違ったって、そこから学びさえすればそれでいいんだよ。)
=================================
3) Good value for(〜に見合う価値)
=================================
good value forは「〜に見合う価値」を意味し、この表現は一般的に、good value for the money(金額に見合う価値)とgood value for the price(価格に見合う価値)の組み合わせで使われます。good value for the moneyは「コスパが良い」ことを表し、逆に「コスパが悪い」はterrible value for the moneyと言います。
<例文>
Netflix is good value for the money. You should look into it.
(Netflixはお得だよ。調べてみてよ。)
That online English service is good value for the price.
(あのオンライン英会話サービスはコスパが良いよ)
This place is a ripoff. It’s terrible value for the money.
(このお店はぼったくりだ。値段に見合わないよ。)
=================================
4) Worthwhile(〜する価値がある)
=================================
worthwhileは、時間や労力、お金などを費やす価値があることを意味します。特に膨大な時間や労力を費やすニュアンスが含まれており、困難で大変かもしれないが、それだけの価値があることを表します。例えば、「やりがいがあるよ」は“It’s worthwhile.”、「やりがいのある仕事」は“It’s a worthwhile job.”と言います。
<例文>
My job is challenging at times but it’s worthwhile.
(私の仕事はたまに大変なこともありますが、やりがいがあります。)
I believe that everything worthwhile takes time.
(私は、価値あるものには時間がかかると考えています。)
You should get this textbook. It’s a bit pricey but worthwhile.
(この教科書を買った方が良いよ。少し値段が高いけど価値があるよ。)
=================================
5) Like everyone else(みんなと同じように)
=================================
like everyone elseは「みんなと同じように」を意味する表現です。例えば、「私はみんなと同じように英語が好きです」は、“I like English like everyone else.”または“Like everyone else, I like English.”のように、文頭と文末で使うことができます。日常会話ではjustを加えて“I like English just like everyone else. / Just like everyone else, I like English.”のように表現することが多く、みんなと同じであることをより強調することができます。
<例文>
I struggle with pronunciation like everyone else.
(私もみんなと同じように発音に苦労しています。)
I started studying English when I was in junior high just like everyone else.
(私もみんなと同じように、中学生の時に英語の勉強を始めました。)
Just like everyone else, I’m taking the TOEIC test next weekend.
(私もみんなと同じように、来週末TOEICの試験を受けます。)
〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜
本日ご紹介したフレーズは、iTunes Japanの「ベストポッドキャスト」に2017から4年連続選出されたHapa英会話の人気コンテンツPodcast第348回「大学に行く価値」の内容の一部です。Podcastの全内容をご覧になりたい方は、Hapa英会話のブログをチェック!会話の全文、会話の要約、ピックアップしたフレーズ、ポッドキャストでは説明できなかった表現や言い回しが掲載されています。
https://hapaeikaiwa.com/podcast348
〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜〜
make believe play 在 YAYOI DAIMON Official YouTube Channel Youtube 的精選貼文
大門弥生(YAYOI DAIMON) - Ego (Official Video)
作詞:大門弥生, Silver Age / 作曲:大門弥生, Silver Age
Produced By:Silver Age
★ 6/9 大門弥生 (YAYOI DAIMON) 「Ego」Official Music Video
https://www.youtube.com/watch?v=M8R9OUsttuk
★ 6/9 19:30 - NEW SINGLE「EGO」Talk Livestream with Super Chat (Release & Music Video O.A)
https://www.youtube.com/watch?v=v6QSK...
★大門弥生 (YAYOI DAIMON) Behind The Scenes「Ego」Official Music Video (メイキング映像) https://youtu.be/VgZXjnthQXY
■ Yayoi Daimon Available on https://linkco.re/eBbVHeGx
2020年にリリースした EP3部作 [Girls]に続き、コロナ禍にても精力的に楽曲をリリース。今の社会や人々に向けて強いメッセージ性を込めた「まけんな」や「Rich or Dead」は大門弥生の強さや優しさ覚悟なども感じられる真っ直ぐな楽曲でそのスタイルを彼女のリアリティな形として確立させた。「Rich or Dead Asian Girls Remix」にて「あっこゴリラ」や「なみちえ 」に加え、韓国より人気の女性ラッパー「Swervy」、台湾の「C.Holly」を迎え国を超えた女性のパワーを示し、タイの人気アーティスト「PYRA」の楽曲にもインドネシアの人気ラッパー「RAMENGVRL」と参加している。
「EGO」:愛がEgoに変わった時 ―――。その愛に、救いなどない。
人間の中にある感情 黒は、欲。エゴ。 白は、真心。自立。。
真の強さとは誠実に生き抜ける事である。
#大門弥生#YAYOIDAIMON#新曲
SCHWAZA Records
大門弥生 (YAYOI DAIMON)
Instagram https://www.instagram.com/yayoidaimon/
Twitter https://twitter.com/DaimonYayoi
Apple Music
https://music.apple.com/jp/artist/852...
Spotify
https://open.spotify.com/album/1r7TaI...
Ego - YAYOI DAIMON
Song Producer Silver Age
Director HAVIT ART STUDIO
Actor Kento Hinata
Dancer Ruri Ohno, MAYU
Makeup artist & Hair stylist Yuko Fujiwara
Makeup artist&Hair stylist assistant Haruna Naruse / Natsuki Watanabe
Stylist Chiaki Tanigawa
Making-of film Tsubasa Makino
Translation Toshie Onishi
Car Owner Satoshi Ezaki
Special Thanks
MATE. JAPAN Yudai Fukui
Label : Schwaza Records (schwaza.jp)
A&R:Kosuke Kuraseko
--------------------------------------------------------------------------------------------------------------------------------------------------
【Ego】
(Verse)
またいつもの待ち合わせの場所へ
探し続けた日々のその先で
2人は落ちてく沼の中へ
儚き幸せも 散る運命
Show me what you got
はじめから
誘ったのは 私から
"やめときな"って 友達は
身勝手な愛は 報われる? Or no?
I want you so bad, I know you feel the same
We on a ride, we just can’t quit
So trust me, we shouldn't try to play it safe
In this crime you’re with me me me
(Hook)
I know how I like to play this game
You wanna know You wanna know yeah yeah
Cause you’re all I need to erase the pain
I want it all, I want it all
Come on and ride in with me
Two hunt miles on my whip
Gimme everything that I need
You’re the kind I wanna keep
I know how I like to play this game
You wanna know You wanna know
(Pre Hook)
Wink Wink
2人重なるタイミング
誰にも気づかれない様に
Ring Ging
まるで子供みたいに
後先は考えないように
(Verse)
独りよがりの愛なら虚しい
愛し合うならあるがまま 求め合いたい
いつしか抜けられない罠
キミとなら届く気がした
I want you so bad, I know you feel the same
We on a ride, we just can’t quit
So trust me, we shouldn't try to play it safe
In this crime you’re with me me me
(Hook)
I know how I like to play this game
You wanna know You wanna know yeah yeah
Cause you’re all I need to erase the pain
I want it all, I want it all
Come on and ride in with me
Two hunt miles on my whip
Gimme everything that I need
You’re the kind I wanna keep
I know how I like to play this game
You wanna know You wanna know
(D)
Gotta make me believe
I’m the one you wanna keep
I’ll give you the best of me (Yeah yeah)
What are we waiting for
I want something more
I’m ready to go
(Hook)
I know how I like to play this game
You wanna know You wanna know yeah yeah
Cause you’re all I need to erase the pain
I want it all, I want it all
Come on and ride in with me
Two hunt miles on my whip
Gimme everything that I need
You’re the kind I wanna keep
I know how I like to play this game
You wanna know You wanna know
(Pre Hook)
Wink Wink
2人重なるタイミング
誰にも気づかれない様に
Ring Ging
まるで子供みたいに
後先は考えないように
![post-title](https://i.ytimg.com/vi/M8R9OUsttuk/hqdefault.jpg)
make believe play 在 Millie Snow Youtube 的最佳解答
I make mario theme song in 8 bits style with midi fighter 64. Super Mario Bros. is the legendary game that I like , and I believe that many of you guys know this game and this song so I decide to make some music and it was very fun!!
hope you enjoy it??
![post-title](https://i.ytimg.com/vi/pNy4Gd2YBNk/hqdefault.jpg)
make believe play 在 Haki N Woody柴犬兄弟 Youtube 的精選貼文
独宠小woo的一天,我们带他自己个儿去了狗狗海滩!
Haki的海滩之旅请看:
https://www.youtube.com/watch?v=imDJwkVey-Y&t=151s
https://www.youtube.com/watch?v=31W0lgx-Xw4&t=1s
祝大家周末愉快
订阅Haki和Woody的Facebook
https://www.facebook.com/shibahaki0709/
订阅Haki和Woody的Instagram:
https://www.instagram.com/haki_and_woody/
B站:
https://space.bilibili.com/188186553/#/
微博:
https://www.weibo.com/6205922736/profile?topnav=1&wvr=6&is_all=1
Haki N Woody爱用品 Products Haki N Woody in use
Haki :4岁柴犬,体重35磅| 3 Years, 35 Ibs
Woody:2岁柴犬,体重23磅| 1 year old, 25 Ibs
Amazon好用物品集合
https://www.amazon.com/shop/shibainuhakihaki
BGM:
The walking cat
?Music provided by BGM President
?Track : The Walking Cat - https://youtu.be/tA-t_wpcqlE
Hall of the Mountain King by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/)
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1200072
Artist: http://incompetech.com/
I Want To Play
?Music provided by BGM President
?Track : I Want To Play - https://youtu.be/rMzEECmmAVg
Lululala
?Music provided by BGM President
?Track : Lulu~lala~ - https://youtu.be/xEAyskB7lfg
Music by Dylan Rockoff - Make Me Believe - https://thmatc.co/?l=A1BB61FB
puppy pup
?Music provided by BGM President
?Track : Puppy Pup -https://youtu.be/rLGPrI05MzM
My dreams
?Music provided by BGM President
?Track : 내 꿈은 말이지 - https://youtu.be/8US4NF1bzlE
![post-title](https://i.ytimg.com/vi/JExjydCaCHU/hqdefault.jpg)
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