關於 u mad ，我們在網路上蒐集到這些相關的討論、資訊與評價

Happy birthday my yugga! My scrumptious yumtious squiggly wiggly wise and loving boy! I love u with all my silly mad heart! ❤️❤️❤️🤗🤗🤗 @kajol can’t believe he is 11 @ajaydevgn

TAMPAAA YALL MAD ❤
THANK U SO MUCH FOR THE LOVE!
SEE U ALL AT MINNEAPOLIS Skyway Theatre 10PM TONIGHT! LETS GO HARD W/ PAPA Yellow Claw 🖤🦭

🌻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.

承諾觀眾們已久的30萬訂閱特別篇第一集！不戴眼鏡拍一整部片！謝謝各位xD
今天的挑戰有在床戰BedWars 40秒內破壞一張床、有感筆電不戴眼鏡、惡整隊友到他們退出、越獄speedrun搶銀行、在Mad City瘋狂城市對觀眾講幹話等等哈哈
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▶很少在用的Facebook粉專：https://www.facebook.com/daptoper/



特別感謝以下幾位【最強S級筆粉】的貢獻喔！
▶筆粉排行榜：https://docs.google.com/spreadsheets/d/1nyaFfFyBXJxwEmiWMMxgTUqwY1XlZlt5EwkIFbP4aMc/edit?usp=sharing
▶也歡迎加入我的YouTube筆粉會員，協助我為所有觀眾創作出更多更好的影片喔！
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▶全新熱賣中的《Drip 街頭迷因外套》有感筆電版本：
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▶黑色、軍綠色褲子《有感筆電 Joggers》第一代運動褲：
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▶經典不敗的《有感筆電 dab》T-shirt連結：https://www.roblox.com/catalog/2473945771/dab-Daptoper-01
▶簡單好看的《有感筆電 Sportswear 運動衫》衣服連結：https://www.roblox.com/catalog/5434909842/Sportswear-Daptoper-02
▶獨特風格的《有感筆電 no u》T-shirt連結：https://www.roblox.com/catalog/5435092389/no-u-Daptoper-03
▶快成為《有感筆電 軍團》Roblox群組的一員吧：https://www.roblox.com/My/Groups.aspx?gid=4473921
___________________________________________________

「每周一三五，看筆電YouTube」
希望你們喜歡我的影片，也歡迎按個鈴鐺🔔開啟YouTube通知喔～(´･ω･`)

訂閱我們的頻道 ▶http://bit.ly/daptoper-subscribe

►Roblox各種遊戲影片：https://goo.gl/7sUHGz
►非Roblox的各種遊戲影片：https://ppt.cc/flFXlx
►各種Minecraft影片：https://ppt.cc/foE2Mx

►看迷因梗圖系列：http://bit.ly/2D3WO0F
►忍笑大挑戰系列：http://bit.ly/2Npk6UU
►其他搞笑影片：https://ppt.cc/foaX7x

►Jailbreak越獄 系列：http://bit.ly/2CZdlCU
►Murder Mystery 2誰是殺手 系列：https://ppt.cc/fAENKx
►Bloxburg模擬市民 系列：http://bit.ly/2CXXdBW
看演算法喜不喜歡的關鍵字優化
遊戲、迷因梗圖、meme、機械方塊、機器方塊、羅布樂思、罗布乐思、搞笑、爆笑、好笑


👉工商合作，請寄email：odavido123@gmail.com

什麼時候可以餵狗勾吃電池！沒啦我想要新的搶劫，這位觀眾有講到新的boss fight會在八月
►訂閱有感筆電 (我會非常感謝你😆)：http://bit.ly/daptoper-subscribe
▶去追蹤我的IG吧： https://www.instagram.com/daptoper/
▶我的Twitter推文都很隨興：https://twitter.com/DaptoperYT
▶很少在用的Facebook粉專：https://www.facebook.com/daptoper/
▶《有感筆電 軍團》Discord群組：https://discord.gg/daptoper

▶ROBLOX《Mad City 瘋狂城市》遊戲連結：https://www.roblox.com/games/1224212277

特別感謝以下幾位【最強S級筆粉】的貢獻喔！
▶筆粉排行榜：https://docs.google.com/spreadsheets/d/1nyaFfFyBXJxwEmiWMMxgTUqwY1XlZlt5EwkIFbP4aMc/edit?usp=sharing
▶也歡迎加入我的YouTube筆粉會員，協助我為所有觀眾創作出更多更好的影片喔！
https://www.youtube.com/channel/UCU-swpBLny7YEqNJB4hI1Kg/join

▶全新熱賣中的《Drip 街頭迷因外套》有感筆電版本：
https://www.roblox.com/catalog/6503831695
▶黑色、軍綠色褲子《有感筆電 Joggers》第一代運動褲：
https://www.roblox.com/catalog/6117254717/Joggers-Daptoper-Pants-01
▶經典不敗的《有感筆電 dab》T-shirt連結：https://www.roblox.com/catalog/2473945771/dab-Daptoper-01
▶簡單好看的《有感筆電 Sportswear 運動衫》衣服連結：https://www.roblox.com/catalog/5434909842/Sportswear-Daptoper-02
▶獨特風格的《有感筆電 no u》T-shirt連結：https://www.roblox.com/catalog/5435092389/no-u-Daptoper-03
▶快成為《有感筆電 軍團》Roblox群組的一員吧：https://www.roblox.com/My/Groups.aspx?gid=4473921
___________________________________________________

「每周一三五，看筆電YouTube」
希望你們喜歡我的影片，也歡迎按個鈴鐺🔔開啟YouTube通知喔～(´･ω･`)

訂閱我們的頻道 ▶http://bit.ly/daptoper-subscribe

►Roblox各種遊戲影片：https://goo.gl/7sUHGz
►非Roblox的各種遊戲影片：https://ppt.cc/flFXlx
►各種Minecraft影片：https://ppt.cc/foE2Mx

►看迷因梗圖系列：http://bit.ly/2D3WO0F
►忍笑大挑戰系列：http://bit.ly/2Npk6UU
►其他搞笑影片：https://ppt.cc/foaX7x

►Jailbreak越獄 系列：http://bit.ly/2CZdlCU
►Murder Mystery 2誰是殺手 系列：https://ppt.cc/fAENKx
►Bloxburg模擬市民 系列：http://bit.ly/2CXXdBW
看演算法喜不喜歡的關鍵字優化
遊戲、迷因梗圖、meme、機械方塊、機器方塊、羅布樂思、罗布乐思、搞笑、爆笑、好笑


👉工商合作，請寄email：odavido123@gmail.com

🎙️其他平台收聽「三不五時就七步成詩」：https://617kumachan.lnk.to/podcast
三不五時就七步成詩官方IG：3no5time7stepoets

6yi7 IG：6.yi.7
剪接：6yi7
錄音/監製：熊仔
後製：Allen Flex
outro beat by rgry

6yi7
我要飛到杜拜台北good bye 飛了九小半
杜拜的網路那個網速真的有點爛
帶了全部家當mixer控制器那還有mic 我要做音樂跟podcast 和熊信寬遠端
通話中會有點LAG
遠端中 do not be mad
印度口味的餅乾 no spicy還是辣
浪漫主義蝦酪土我心中的高貴的野蠻人
我已經 turn turn turn on 我在半年內完成
別擔心我 別擔心我 我的夢還沒夢醒
賺點錢活 髒活累活 就讓我鑽點空隙
360喔含運費喔根本就都沒賺你
6.y.i.7快點加我ig

熊
拿人生all in了當股票
休學時還沒有唱片deal
街聲的排行榜上不了
JWU老師他又放我鳥
慌 I was so 慌
一天又一天的時間被浪費掉
在公園晃 晃 晃
一圈又一圈 我一邊腳踩著健康步道
一邊在想韻腳 yup

媽你別擔心別buggin out
我將會竄起像章魚燒
讓那些唱衰的run they mouth huh
現在歌詞被打槍比稿 huh
未來客串得要搶著標 huh
但那時候的我想不到
幾年後一段verse 行情價hunnid thou

時間快轉 來到現代
當年宅男 成了天菜
從學員到引領學院派
沒被汰換 依然健在
全台灣 席捲每個電台
年代感 因為代表整個年代

background beats by
Allen Flex
rgry
rohan mills
cozy boy

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#熊仔
#三不五時就七步成詩
#podcast