#Repost @gramforthecook
・・・
CLUBbing is a totally different experience as I cruise into my 40s! What a comparison to my podium dancing bar hopping days! LOL
A big shout out to my wonderful DVAs! I couldn’t have done it without all of you.
Truth be told?
The decision to try hit 🌍 Record came in week 3 Period 8. I had just promoted 3 Junior Team Managers the period before …and I was looking at my team sales … ok. Quite the sedih the numbers.
“Instead of aiming for my usual Club 10, let’s try for WR instead … boleh ke?”
We barely slept but we did it Anis!
When @joelebosi helped me tighten the video I had prepared for my promotion , I knew God had graced me with the right company of friends and networking biz.
(Cause that’s his way of supporting me without saying much)
Macam sayang nak pakai sudu tu. I will stick with my cheap 🇸🇪 brand ok? 😅
Team #DVaromas 🙏🏻❤️🔥
Yay. @dvaromastm6
同時也有67部Youtube影片,追蹤數超過47萬的網紅BrandonTan91,也在其Youtube影片中提到,The electric type Pokemon event, Charge Up, is here in Pokémon GO with some brand new Pokemon obtainable from completing some timed research tasks dur...
「the period company」的推薦目錄:
- 關於the period company 在 Facebook 的精選貼文
- 關於the period company 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於the period company 在 Facebook 的最佳貼文
- 關於the period company 在 BrandonTan91 Youtube 的最佳貼文
- 關於the period company 在 Kana Oya Youtube 的最佳貼文
- 關於the period company 在 Sherry Go Sharing Youtube 的精選貼文
- 關於the period company 在 The Period Company - Home | Facebook 的評價
- 關於the period company 在 The Period Company The Sleeper Period Underwear - Pinterest 的評價
- 關於the period company 在 Best & Worst Period Underwear Test + Which contain PFAS? 的評價
the period company 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
the period company 在 Facebook 的最佳貼文
MY GOODNESS apple crumble ice cream by
@lonnysicecream 🍎🧈
…Our beloved Aunt makes the best English roast in Thailand. Period. The Undisputed Champion. But she also makes the best Apple Crumble to complement the always perfect dinners and lunches at her wonderful home. This is a tribute to those warm meals at her place, full of laughs and great company. Buttery crumbles that smell so good. And cooked apples at just the right sweetness. Makes for a rich, full cream, high fat (fully guilty) ice cream. This is meant to be shared, people! Don’t hog all the calories. Invite your friends. Have this with your home-cooked meals. Very “Old School” dessert indeed. Yum.
the period company 在 BrandonTan91 Youtube 的最佳貼文
The electric type Pokemon event, Charge Up, is here in Pokémon GO with some brand new Pokemon obtainable from completing some timed research tasks during this event period.
Join me as I travel, eat and play Pokémon GO the way a local trainer would in their own country and city. Visiting one country and one city at at time through Pokémon GO.
Subscribe if you would like to watch my Pokémon GO travel adventure as I visit different countries, cities and communities, https://tinyurl.com/y65jruw2
Social:
Instagram: https://www.instagram.com/brandontan91/
TWITTER: https://twitter.com/brandontan91
Vlogging Set-Up:
Camera - Sony RX 100 Mark 7
Mic - Rode VideoMicro
Screen Recorder - iPad Mini 5
Pokémon is Copyright Gamefreak, Nintendo and The Pokémon Company 2001-2016
All images and names owned and trademarked by Nintendo, Niantic, The Pokémon Company, and Gamefreak are property of their respective owners.
the period company 在 Kana Oya Youtube 的最佳貼文
0:00 オープニング
1:09 自分の生理について知る
2:58 PMSについて
4:16 生理前に取り続けているもの
5:06 腸の調子を整えるために
5:57 体のむくみ
6:33 頭が痛いときや肩こりがあるとき
7:08 生理用品
7:48 紙ナプキン
10:51 布ナプキン
15:30 吸水ショーツ
20:27 生理痛に特化したオイル
21:07 ボディクリーム
22:01 エンディング
♡Follow me♡
Instagram
https://www.instagram.com/__kana_oya__/?hl=ja
https://www.instagram.com/shewasthere__
TikTok / https://bit.ly/3gGwbQe
note / https://note.com/kanaoya
Website / https://www.kanaoya.com
☆Links☆
・Clue (アプリ)
https://apple.co/2YH1AvB
・HERBORISTERIE / for woman (タンチュメール)
http://bit.ly/2Lxzpwc
・WELEDA / Birkenherb Aktiv (ホワイトバーチ)
http://bit.ly/3cGrK7d
・ARGITAL / Green clay paste(クレイ)
http://bit.ly/328CGpn
・HERBORISTERIE / Gott Kola (タンチュメール)
http://bit.ly/3rsyDQ9
・Bach / Rescue Remedy (フラワーエッセンス)
http://bit.ly/3pWWLdj
・Soaptopia / Migrane (オイル)
http://bit.ly/2O5Bj7Y
・natracare (紙ナプキン)
http://bit.ly/36YF4mz
・布ナプキン
http://bit.ly/39KPA2f
https://bit.ly/3oPMPkF
・Nagi / (ショーツ)
https://nagi-jp.com
・ALGITAL / 5 Day Oil (オイル)
http://bit.ly/39J4pCC
・THE AROMATHERAPY COMPANY /
Feminine Balance Body Lotion (ボディクリーム)
http://bit.ly/3rov2mu
#夏南tube #生理 #オーガニックコスメ #生理痛 #布ナプキン #吸水ショーツ #フェムテック #大屋夏南 #period #femtech #organic #kanaoya
the period company 在 Sherry Go Sharing Youtube 的精選貼文
Bata’s all-new antibacterial range is part of its innovative plans following the brand’s 126th year in the footwear industry. The company was inspired to produce this latest range after factoring-in that children spend an average of 6 hours per day at school which leads to sweaty feet due to them being covered for a prolonged period of time.
Sharing with parents who are looking for great value will be delighted to find Bata’s Smart Combo school shoes promotion. Under the Smart Combo deal, parents can buy 2 pairs of black school shoes at RM69 (Combo 1) or 2 pairs of black school shoes with 4 pairs of socks at RM99 (Combo 2) or 2 pairs of black school shoes with 4 pairs of socks and a NorthStar school bag at RM149 (Combo 3).The combo deals are applicable on selected school shoes only.
The Back to School Combo promotion is validfrom 11 Dec 2020till 31 January 2021.To view the full range of Back to School Shoes, kindly click on the Back to School Catalog -https://www.bata.com.my/media/backtoschool.pdfWhatever your school shoes need may be, Bata offers the largest selection of school shoes for kids of all ages and sizes. It’s a one-stop school shoe destination, making shopping a breeze for parents with kids of all ages.
blogged on http://www.mymumbest.com/2021/01/batas-new-anti-bacterial-school-shoes.html
#BataBackToSchool
#BataMalaysia #momoftwoboys #parentinglife #momsbelike #asianmom #motherhood #selangor #klangvalley #kualalumpur #batakids #kasutsekolah #schoolshoes #hellokittyshoes #hellokitty #ejenalishoesbybata
the period company 在 The Period Company The Sleeper Period Underwear - Pinterest 的美食出口停車場
The Period Company The Sleeper Period Underwear · Period.'s The Sleeper is a period panty designed for overnight or heavy days, absorbing up to 10 tampons or 6 ... ... <看更多>
the period company 在 Best & Worst Period Underwear Test + Which contain PFAS? 的美食出口停車場
Reviewing cotton period underwear from 4 brands. Thoughts on quality, fit, comfort, fabrics, PFAS, manufacturing and more. ... <看更多>
the period company 在 The Period Company - Home | Facebook 的美食出口停車場
The Period Company. Lingerie & Underwear Store. Like. ... <看更多>