🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
同時也有7部Youtube影片,追蹤數超過120萬的網紅Phê Phim,也在其Youtube影片中提到,?? Đường link cho các bạn quan tâm tới chiếc áo Superman - Biểu tượng DC trong video: https://cinegoodies.vn/ao-thun-superman-dc-logo ?? Xem các mẫu á...
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reading wiki 在 Ha Phong IELTS - Thầy Hà & Phong Facebook 的最佳貼文
📣📣 HỌC TỪ VỰNG IELTS, NHƯ THẾ NÀO MỚI ĐÚNG CÁCH 📣📣
✔️ Khi học bất kì ngôn ngữ mới nào, từ vựng luôn là một trong những yếu tố quan trọng nhất. Bởi lẽ, nếu không có từ vựng, chúng ta sẽ không thể có các kỹ năng nghe, nói, đọc, viết được.
✔️ Tương tự như với IELTS, từ vựng luôn là vấn đề lớn nhất. Nhiều thí sinh vẫn còn loay hoay trong việc tìm kiếm các từ để diễn đạt ý mình mong muốn. "Em muốn nói ý này, nhưng từ này trong tiếng Anh là gì nhỉ?". Vậy liệu chúng mình đã học từ vựng đúng cách chưa?
❌CÁCH HỌC THÔNG DỤNG NHƯNG CŨNG SAI LẦM NHẤT
👉 Chúng ta thường sẽ viết một list các từ mới thật là dài, "thập cẩm đủ loại" từ vựng từ band cao đến band thấp. Tuy nhiên, đó là cách chỉ phù hợp nếu chúng ta phải tham gia các bài thi như SAT, hay một chuyên ngành nào đó cụ thể (ví dụ như tiếng Anh chuyên ngành Luật thương mại, hay Vật lí lượng tử), vì cách học này khiến chúng ta rất dễ quên từ.
👉 IELTS lại là một câu chuyện khác. Các thuật ngữ chuyên ngành rất nhiều và việc học thuộc chúng dường như là một việc phi thực tế! Với khoảng thời gian làm bài thi IELTS thì chúng ta không thể cố gắng áp những từ mình đã học một cách máy móc được, cũng như với hàng trăm, thậm chí hàng nghìn từ trong list như vậy, việc kiểm soát hay cố "lục lọi" trí nhớ là không thể!
❓❓❓CHÚNG TA NÊN HỌC NHƯ NÀO?
✔️ Thứ mà các giám khảo tìm kiếm chính là Flexibility và Paraphrase! Đó là sự linh hoạt trong việc sử dụng ngôn ngữ, trải dài qua nhiều lĩnh vực như văn hóa, đời sống, xã hội, kinh tế,...
✔️ Từ vựng tiếng Anh với mỗi văn cảnh khác nhau có thể mang những nghĩa khác nhau, thậm chí có những từ với rất nhiều tầng nghĩa. Vậy làm thế nào để có thể ghi nhớ?
✔️ Hãy học từ trong context thực tế! Từ những quyển sách, phim tài liệu, từ những bản tin tiếng anh mình nghe được. Việc học từ vựng theo cách trên hẳn là sẽ hiệu quả hơn, vì chúng ta không chỉ được nghe họ phát âm, có thể shadowing hay đặt từ vựng trong ngữ cảnh mà biết được nghĩa đang được sử dụng của nó!
✔️ Về paraphrase, các vị giám khảo IELTS muốn test xem, cùng một khái niệm, cùng một từ, chúng ta có thể sử dụng nhiều từ ngữ khác nhau để thể hiện khái niệm đó không? Ví dụ như cùng nghĩa difficult, chúng ta có thể dùng tough, hard, challenging, no easy task,...
✔️ Làm thế nào để nâng cao khả năng paraphrase? Hãy dùng từ điển Thesaurus! Hãy xem các bài đọc và tìm ra những từ mới, sau đó tra từ điển Thesaurus để tìm những từ đồng nghĩa với những từ đó, xem luôn cả cách dùng trong những ngữ cảnh khác nhau ( link tài liệu có ở dưới nhé!)
📌📌 Cũng khá đơn giản phải không nào? Vậy thì còn chần chừ gì nữa, hãy cũng tiến hành cách học trên luôn và chinh phục bài thi IELTS nào!
✅✅✅Tài liệu:
🍀 http://www.wordhippo.com - Tra từ đồng nghĩa (synonyms) và trái nghĩa (antonyms) vô cùng hiệu quả.
🍀 https://simple.wikipedia.org/wiki/Main_Page - Bách khoa toàn thư về mọi chủ đề, viết bằng ngôn ngữ dễ hiểu.
🍀 http://www.english-online.at/ - Nhiều bài đọc ngắn, về các chủ đề cập nhật, ngôn ngữ dễ hiểu. Có cả list từ vựng ở dưới.
🍀 https://www.englishclub.com/reading/ - Tổng quan đọc là gì, cách luyện phù hợp với từng trình độ.
🍀 http://www.oxfordlearnersdictionaries.com/us/ - Từ điển Oxford Advanced Learner's Dictionary - công cụ không thể thiếu cho những người học tiếng Anh.
Chúc các bạn học thêm được nhiều từ mới nhé! 😊
reading wiki 在 เกมถูกบอกด้วย v.2 Facebook 的最佳解答
[News] น้ำหนักของ Fall Guys? Fall Guys มีรสชาติยังไง? สไลม์คือ Fall Guys ที่ตายแล้วใช่หรือไม่? รวมถาม-ตอบในบทสัมภาษณ์สุดปั่นเกี่ยวกับ Lore ของ Fall Guys
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หลังจากที่ทาง The Gamer ได้ถล่มเล่น Fall Guys มาหลายต่อหลายตา จนได้มงมาแล้วหลายต่อหลายรอบ ทำให้เขาเกิดความอยากรู้ในโลกที่นุ่มนิ่มของ Fall Guys และสงสัยในเรื่องที่ปกติคนเขาอาจจะไม่ได้คิดกัน นั่นทำให้เขาติดต่อสอบถามไปยังทาง Mediatonic ผู้พัฒนา และคุณ Joe Walsh หัวหน้านักออกแบบเกม Fall Guys ก็ได้มาตอบแบบปั่นๆ เกี่ยวกับ Lore ข...
Continue Reading[News News The weight of Fall Guys? What does Fall Guys taste like? Slim is Fall Guys dead right? rwm & A included in Fall Guys's Lore Blended interview.
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After the Gamer has played Fall Guys for many eyes and eyes. He has a multi-tiara. He gives him a curiosity in the world of Fall Guys and is curious about what he normally doesn't think. That's why he asks for more questions. To Mediatonic Developer and Mr. Joe Walsh, Fall Guys Gaming Designer, answered the following game Lore Ride.
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Q: By the record, the yellow team did worse work than the other team, right?
A: We can spend all day talking about statistics, facts, and things that can't prove. Better question is ' Do they feel their team sucks the most? ' And the answer is ' Yes '
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Q: In the Roll Out scene, you see the backdrop as Fall Guys world. There are only water islands and trees. How do they live the world? Do they have a home? Or is it a cave? Or live under water?
A: It's just a decoration! The Fall Guys live their lives to compete and do that 24 hours. If they aren't competing, wait for another round. Everything you see is covered in our hideout, hide our shusiness that didn't create. What a world that comes in.
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Q: Do they have a TV? So who watches them compete?
A: I think there's a live broadcast across the universe for everyone to stumble. If they see it often, anyone can find the Fall Guys TV channel if they rotate the TV channel, because the TV now has a turnover button for sure to find the channel on TV. Well, um
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Q: Who created the race track? Most of them float in the air. What technology do they use?
A: Tbh we didn't think about that in our head. Let me think for a second. Race trails are something left of the ancient robot gods who built this path. To the horror of all fruits
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Q: Who cheers for Fall Guys, it's like no other Fall Guys? It sounds like a horrible child human voice.
A: There is no one to watch around, so 'cheering' is to jump into the world to create more atmosphere for the audience. Maybe different audiences can hear different sounds depending on how they tune in (what you hear is). Scary baby voice is right)
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Q: What happens to Fall Guys when they lose and get off screen?
A: In a moment of out of the race, it's peace, self-freeing from the world and physical like a signature way... And then they bounce on Podium to celebrate their success! What you see when you're coming up is the same Fall Guys. So the more you play this game the more you compete together the more you take Fall Guys to get a lot of things. You know, be sure you're thankful. Them by buying them some new dresses
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Q: What's that slime? Is it Fall Guys dead?
A: Slim really works like a cushion to our Fall Guys! They fall down for a very long time so we feel like there should be something to crack them up on the fall. I can confirm that it's not a dead Fall Guys, no matter what the supplier Devolver says.
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Q: What does Fall Guys childhood look like?
A: Every Fall Guys born is old and ready to compete immediately so there is no childhood or infant Fall Guys (although I reserve the right to change my mind later)
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Q: Is Fall Guys hatched from eggs?
A: Huh! I haven't heard that story before. There is something coming from those eggs, but we haven't used them once...
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Q: What are the folds under the chin for?
A: Watch Fabulus without fear of judgement.
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Q: Fall Guys who don't wear upper-lower skins. Can this be called naked? Or are clothes on again? And if it's like that, what's the naked fall guys like?
A: Ahhhhhhhhhh that's a outdated question for Fall Guys. I can assure you that when you don't wear upper-lower skins are their naked bodies. Luckily they don't feel cold (or embarrassing anything while live on TV. ), so we decided to accept it.
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Q: How can they make a noise? He has no mouth? How can I breathe?
A: We spend a lot of time making sure they make ooho sounds for this reason! I think there's a sound box somewhere that sounds good science.
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Q: What does Fall Guys eat?
A: Hackers
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Q: Why are they so big?
A: Why are we so little?
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Q: Mr. Does Blobby (probably mean this one-https://en.wikipedia.org/wiki/Mr_Blobby) have anything to do with Fall Guys?
A: I hope not. I can't stand it and I'm scared of him.
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Q: Fall Guys can lift other people and they're tall like one tall human. Can they tear a half human?
A: If you stand between Fall Guys and Crown, it's probably not thinking about doing it. It's like hippo and water. You don't want to get in the way. Do you know that Hippo runs faster? Humans? I've thought that a lot
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Q: What Fall Guys will do when they are not in competition?
A: Dumb dress or wait to get into the race again. Sounds like a good life to me.
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Q: How much do they weigh?
A: 3 Minions or half of Mike Wazowski (from Monsters, Inc. ))
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Q: What would you like to fight between Fall Guys Guys 100 with the size of a duck or 1 duck with the size of Fall Guys?
A: Fall Guys 100 of them are the same size as a duck. I think they can handle it.
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Q: Is the world of Fall Guys like a star or an endless plateau without curves?
A: As a star, I think those matches are held across the stars at times under your wag. It's the ten Fall Guys that were picked out of Hex-a-gone race somewhere!
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Q: How does Fall Guys taste?
A: Similar to the back of the stamp
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Q: Do they have any natural hunters?
A: I'll just say, whatever hatched out of those golden eggs, it wouldn't be pleased with being thrown like that..
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Fall Guys now available on PS4 and Steam
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Source: https://www.thegamer.com/fall-guys-secrets-lore-interview/?ref=pcgg
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reading wiki 在 Phê Phim Youtube 的精選貼文
?? Đường link cho các bạn quan tâm tới chiếc áo Superman - Biểu tượng DC trong video: https://cinegoodies.vn/ao-thun-superman-dc-logo
?? Xem các mẫu áo khác tại https://cinegoodies.vn và sử dụng code PPXCG để được giảm giá 20k cho mỗi đơn hàng nè!
MAN OF STEEL HAY HƠN BẠN NGHĨ
_________________
Đây không phải review phim hay tóm tắt phim!
Nguồn tham khảo:
http://factmyth.com/essentialism-vs-existentialism/
https://www.quora.com/What-is-the-essentialism-of-Plato
https://bigthink.com/rightly-understood/reading-plato-with-the-man-of-steel
https://www.newsandtimes.com/2016/11/the-struggle-between-superman-and-ubermensch-in-man-of-steel/
https://dccomicsextendeduniverse.fandom.com/wiki/Kryptonian_Guilds
https://vi.wikipedia.org/wiki/Thuy%E1%BA%BFt_%C6%B0u_sinh
https://en.wikipedia.org/wiki/Temptation_of_Christ
https://en.wikipedia.org/wiki/History_of_eugenics#:~
https://en.wikipedia.org/wiki/Christian_existentialism
reading wiki 在 Xiaomanyc 小马在纽约 Youtube 的最讚貼文
This is the story of Onfim, a little boy from medieval Russia whose doodles we have perfectly preserved on tree bark, right next to his homework. Wow! A bit of explanation from Wikipedia: Onfim (Old Novgorodian: онѳиме, Onfime; also, Anthemius of Novgorod) was a boy who lived in Novgorod in the 13th century. He left his notes and homework exercises scratched in soft birch bark (beresta) which was preserved in the clay soil of Novgorod. Onfim, who was six or seven at the time, wrote in Old Novgorodian; besides letters and syllables, he drew "battle scenes and drawings of himself and his teacher".
I usually don’t make videos about history like this one, but I had a ton of fun researching this topic and making this video. Hope you enjoy watching it as much as I enjoyed making it! If you’re curious to learn more about Onfim, I found these online links really helpful in gaining a broad understanding of the topic:
https://en.wikipedia.org/wiki/Onfim (try Google translating the Russian version of this article, it’s much better)
https://lithub.com/onfim-wuz-here-on-the-unlikely-art-of-a-medieval-russian-boy/
The best book on the topic in English is Voices on Birchbark: Everyday Communication in Medieval Russia. For background reading about the society and its culture, check out Readings in Russian Civilization Volume I: Russia before Peter the Great.
Subscribe to my channel: https://www.youtube.com/channel/UCLNoXf8gq6vhwsrYp-l0J-Q?sub_confirmation=1
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If you guys like the music in my videos, you can check out all the AMAZING music Epidemic Sound has at my affiliate link here: http://share.epidemicsound.com/xiaomanyc
reading wiki 在 Eric's English Lounge Youtube 的最讚貼文
Episode 1: Fake news
聽力和口說練習:
聽力口說挑戰A: Critical Thinking: https://bit.ly/2P0wWrt
聽力口說挑戰B: http://bit.ly/2IQB7EV
Use language to acquire, analyze, and evaluate information! Grammar and pronunciation are important, but we must move beyond and use language as a catalyst for change!
★★★★★★★★★★★★
Extended reading (Advanced):
Opinion 1: https://www.theguardian.com/business-to-business/2018/feb/12/nice-threads-the-waste-based-fibres-cleaning-up-fashion
Opinion 2: https://www.nytimes.com/2018/12/18/fashion/fashion-second-biggest-polluter-fake-news.html
Opinion 3: https://www.economist.com/the-economist-explains/2017/04/11/the-environmental-costs-of-creating-clothes
★★★★★★★★★★★★
「心智圖詞彙攻略」課程連結: https://bit.ly/2teELDq
「心智圖詞彙攻略」Q&As: http://bit.ly/2NzNkyO
★★★★★★★★★★★★
Video Q&As
1. an MIT ("an" was said but "n" was left out in the captions)
2. further ("further" was said, but "farther" was typed)
https://www.quickanddirtytips.com/…/…/further-versus-farther
3. points of view ("points of views" was typed) https://dictionary.cambridge.org/dict…/english/point-of-view Discussion on usage: http://bit.ly/31LVnPq
4. social media can be both plural or uncountable:
https://www.ldoceonline.com/dictionary/social-media
https://www.oxfordlearnersdictionaries.com/definition/english/social-media
Media and data are often used as collective nouns, so you will see them them follow by both a singular or plural verb form. The term “social media” is both uncountable and plural in modern English usage. The word “media” is traditionally a plural because “medium” is the singular.
5. "disinformation" is used in our class video rather than "misinformation" to stress the next phrase (so-called FAKE news): https://en.wikipedia.org/wiki/Disinformation, https://en.wikipedia.org/wiki/Fake_news
Thank you all for your feedback!
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