🌻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
同時也有5部Youtube影片,追蹤數超過21萬的網紅Bundit Ungrangsee บัณฑิต อึ้งรังษี,也在其Youtube影片中提到,ผมอ่านหนังสือเล่มนี้ ตั้งแต่อายุ 20 . หนังสือ Accelerated Learning . แปลว่า การเรียนรู้อย่างรวดเร็ว เรียนรู้แบบเร่งสปีด ===== ▼ ติดตามผมออนไลน์ได้ที...
「accelerated learning」的推薦目錄:
- 關於accelerated learning 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於accelerated learning 在 Cheekiemonkies Facebook 的最佳貼文
- 關於accelerated learning 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
- 關於accelerated learning 在 Bundit Ungrangsee บัณฑิต อึ้งรังษี Youtube 的最佳貼文
- 關於accelerated learning 在 Bundit Ungrangsee บัณฑิต อึ้งรังษี Youtube 的最佳貼文
- 關於accelerated learning 在 Xiaomanyc 小马在纽约 Youtube 的最佳解答
- 關於accelerated learning 在 Accelerated Learning - YouTube 的評價
accelerated learning 在 Cheekiemonkies Facebook 的最佳貼文
[FREE TRIAL CLASS FOR YOUR CHILD!]
Online learning has definitely accelerated tremendously in the past 1.5 years, and a huge part of that has been due to COVID-19. So yes, virtual lessons are here to stay… and I actually find that younger kids are generally more receptive to them, no? Especially if they come in the form of EDOOVO, an interactive real-time online learning platform for kids aged 3 to 8 years old. Well, I don’t have young kids at home anymore so I got my nephew and niece to try out their virtual Chinese & Math lessons. Long story short, they LOVED it. Read more about their experience in my post, and find out how you can score a FREE trial class for your child!
accelerated learning 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
I’m so happy for 4 year old Mae who can now play songs on the keyboard! Through a mobile app called “Simply Piano”, she learned to play. I remember when she first started learning with the app, she was so intimidated by the musical notes flashing across the screen that she didn’t dare to try. 😅
Meanwhile, I was also learning as a beginner, and when she saw me practicing so much and having fun, she also wanted to learn! 😄
By God’s Grace, within these three months since the start of the Circuit Breaker (partial lockdown) in Singapore, we learnt a new skill! ❤️
This is one of the personal fulfillments of our church’s theme of “The Year of Time and Space” for us. Even though our horizontal space was restricted because of staying at home, we were ascending higher in terms of learning a new skill, and we also experienced accelerated progress! 👍
During my four years of playing the alto saxophone in the secondary school symphonic band, I kept regretting not learning the piano when I was younger. I struggled with things like music theory while my other band mates could do it all easily. 🎷
Unexpectedly, God restored the years to me this year and I was able to learn to play the piano/keyboard faster than expected. He is so gracious and kind to us.
Looking forward to Mae and I progressing further in this skill and having lots of fun along the way! 🙌
(P.S. Amilee is a vocal coach who can already play the piano/keyboard. Seeing us learning through the app, she is also gradually using the app to sharpen her piano-playing skills as well! ) 🎼
#simplypiano #joytunes #4yearsold
accelerated learning 在 Bundit Ungrangsee บัณฑิต อึ้งรังษี Youtube 的最佳貼文
ผมอ่านหนังสือเล่มนี้
ตั้งแต่อายุ 20
.
หนังสือ Accelerated Learning
.
แปลว่า การเรียนรู้อย่างรวดเร็ว
เรียนรู้แบบเร่งสปีด
=====
▼ ติดตามผมออนไลน์ได้ที่นี่:
► Youtube: http://bit.ly/ตามผมที่นี่ได้ครับ
► Facebook: https://www.facebook.com/BunditUngrangsee
► Instagram: https://www.instagram.com/bundit.official/
► Line@Bundit: http://line.me/ti/p/%40mdl4971x
► Website: http://bundit.org/
=====
▼ สนใจผลงานต่างๆ ราคาพิเศษ มาได้ที inbox page:
► Facebook: https://www.facebook.com/BunditUngran...
=====
▼ สนใจผลงาน ในรูปแบบต่างๆ ได้ที่:
► หนังสือ (Books): http://bundit.org/product-category/product/book/
► หนังสือเสียง (Audiobooks): http://bundit.org/product-category/product/audio-books/
► ดนตรี (Musics): http://bundit.org/product-category/all-music/
► คอร์สัมมนา (Grand Box Set) ในรูปแบบ VDO: http://bundit.org/product-category/grand-box-set-seminar/
► ฟังความรู้ออนไลน์ (iAudio course): http://online.bundit.org/
► คอร์สเรียนออนไล์ (iSeminar): http://bundit.org/product-category/seminar/online/
► Website: http://bundit.org/
หรือสอบถามข้อมูลเพิ่มเติมได้ที่:
OFFICE : 026892459
TEL&LINE ID : 0990031550 คุณนู
TEL&LINE ID : 0613898855 คุณพิตต้า
TEL&LINE ID : 0982501221 คุณหญิง
==============================
#วิธีใช้พลัง #สร้างความมั่งคั่ง #ดึงความมั่งคั่งในตัวคุณ
accelerated learning 在 Bundit Ungrangsee บัณฑิต อึ้งรังษี Youtube 的最佳貼文
วันนี้จะย่อจากหนังสือพวกนี้นะ
.
Accelerated Learning
คือ การเรียนรู้อย่างรวดเร็ว
.
คุณดูหนังสือผม แตกเป็นเสี่ยงๆ แล้วไฮไลท์แบบเพียบ!
=====
▼ ติดตามผมออนไลน์ได้ที่นี่:
► Youtube: http://bit.ly/ตามผมที่นี่ได้ครับ
► Facebook: https://www.facebook.com/BunditUngrangsee
► Instagram: https://www.instagram.com/bundit.official/
► Line@Bundit: http://line.me/ti/p/%40mdl4971x
► Website: http://bundit.org/
=====
▼ สนใจผลงานต่างๆ ราคาพิเศษ มาได้ที inbox page:
► Facebook: https://www.facebook.com/BunditUngran...
=====
▼ สนใจผลงาน ในรูปแบบต่างๆ ได้ที่:
► หนังสือ (Books): http://bundit.org/product-category/product/book/
► หนังสือเสียง (Audiobooks): http://bundit.org/product-category/product/audio-books/
► ดนตรี (Musics): http://bundit.org/product-category/all-music/
► คอร์สัมมนา (Grand Box Set) ในรูปแบบ VDO: http://bundit.org/product-category/grand-box-set-seminar/
► ฟังความรู้ออนไลน์ (iAudio course): http://online.bundit.org/
► คอร์สเรียนออนไล์ (iSeminar): http://bundit.org/product-category/seminar/online/
► Website: http://bundit.org/
หรือสอบถามข้อมูลเพิ่มเติมได้ที่:
OFFICE : 026892459
TEL&LINE ID : 0990031550 คุณนู
TEL&LINE ID : 0613898855 คุณพิตต้า
TEL&LINE ID : 0982501221 คุณหญิง
==============================
accelerated learning 在 Xiaomanyc 小马在纽约 Youtube 的最佳解答
For the first week of my 30-day Spanish challenge, I decided to try and learn to speak conversational Spanish in one week from scratch. Before starting this challenge I spoke almost no Spanish, and my goal was to see how much I could learn in just 5 days solely by putting maximal effort into conversational practice. Can you learn to speak Spanish in just one week by abandoning traditional language classes? By disregarding textbooks? Even without memorizing vocabulary? You can judge for yourself the results!
Thanks so much to my friend Nate for helping out with this video! Be sure to check out his channel at: http://www.youtube.com/c/NatesAdventures
Here are links to some of the resources I used to learn Spanish this week as mentioned in the video (none of these are sponsored and I’m not making any affiliate money if you sign up for these services):
For online tutoring I used Baselang, which offers unlimited Spanish tutoring with teachers based in Latin America (mostly Colombia and Venezuela). There are occasional hiccups with Internet connectivity but overall I quite enjoyed the quality of the teachers and the Baselang curriculum itself. https://bit.ly/3oIStFk
The course I used initially to give me a good foundation in Spanish was called “Spanish Uncovered” by the polyglot Olly Richards, which is a way to learn Spanish naturally through stories. I really enjoyed it, and it seems to be an excellent way to get a good foundation in a new language. http://bit.ly/3pPB0we
For finding Spanish speakers to do language exchange with, I used a great app called Tandem, which lets you find people from around the world to practice languages with (not just Spanish). https://www.tandem.net/
For finding random strangers to video chat with in Spanish (like Omegle or Chatroulette), I found a website called Bazoocam, which has a Spanish section. https://bazoocam.org/es/ (WARNING: this site is definitely not safe for work or for children. Like Omegle you will almost certainly encounter people exposing themselves — along with plenty of people who just want to chat!)
The game I was playing in where you can talk with people from around the world is called VRChat. It’s a really fun game and great for language practice, but note that you may encounter some NSFW stuff or sexual content here as well. https://www.vrchat.com/
Subscribe to my channel: https://www.youtube.com/channel/UCLNoXf8gq6vhwsrYp-l0J-Q?sub_confirmation=1
Follow me on Instagram: https://www.instagram.com/xiaomanyc/
Follow me on Facebook: https://www.facebook.com/xiaomanyc/
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
accelerated learning 在 Accelerated Learning - YouTube 的美食出口停車場
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