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我對教學、了解「學習」的狂熱，常常會一直傳達給身邊的人，導致身邊的人每個也變成高意識學習者 😂 這樣的對話，不時在line 群組中出現 （那是NTE 同仁在凌晨傳來的 in case you didn't notice)。
為什麼 3D 英文筆記術跟很多創勝文教的課程可以打中很多學生的心製造很多包課型鐵粉，其實背後有一個無時無刻都在思考「學習」的團隊，他們給我很多想法跟養分，同時我也將這些養分結合科學，灌注在教學當中。
要當好老師，不能只想紅、只想出名。
要當好老師，要在沒人關注的時候、直播鏡頭沒開的時、過年放假時，比別人花更多時間的耕耘。
跟語言學習科學相關的期刊論文，我看得比很多的PhD 和教授還要更多，連 2021 很多最新的 papers 和教學法都看完了。
因為我有一大群學生和師培英文老師要負責。
(I know I sound so old in this post.)
🌻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.
Are you experiencing MENoPause?
Hormone imbalances as we grow older may be a reason why. FYI in case you didn't know, not only women deal with menopause, elder men suffer from it too and in some cases younger men nowadays😔
Good news is we can identify them & fix this easily without relying on harmful drugs or medications✋
Join us coming Monday to learn how 😃
Register at link:
https://us02web.zoom.us/meeting/register/tZcucuGtqj0rE9KB05xTfDhw_64PmdIXuE5s
?? One of the most common comments I get when I make videos in northern Vietnam (mostly from southern Vietnamese people), is that northern Vietnamese people aren't friendly. That's simply not the case.
I know not all people think like those people that make those negative comments, but I wanted to make this video to show my southern Vietnamese friends and viewers how friendly people in the north can be. Most people who say they didn't get treated nicely in the north go to the touristy areas in around around Hanoi, which are rough in general.
The truth is, people in the north are just as friendly as people in the south. And there are also people who are not friendly in the south too. That's the same as everywhere in the world.
Come with me and meet some super great people in the north. Hope you enjoy. Share this with your friends who say northern Vietnamese people aren't friendly.
Il------------------------------------------
Updates from the road:
► Instagram: https://www.instagram.com/chrismixlewis/
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#Vietnam
Well what a year 2020 has been!!! It's brought us many things....mostly corona related...but it's still been a rollercoaster year!!!
What has your highest & lowest point been!!???
In case you didn't know! This is a parody of Maroon 5- Memories and if my song didn't cheer you up...then I'm sure The Best Of Maroon 5 Will do so!!!
You can listen right here!!!
https://UMM.lnk.to/BestOfMaroon5SR
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Don't forget to subscribe for more silly videos!
IG: www.instagram.com/markodea8
FB: https://www.facebook.com/markodea8/
Welcome again to Yayasan Pillar Shared Giving or #KongsiBersedekah program.
This is our 5th series where we cover more city poor families and houses in Semariang area, specifically this time in kpg sg midin.
This time we met and chatted with a 12 years old boy named Fikri, son to Romie and a brother to Wardina aged 15.
As the mother was out working when we visited their house, we caught up with their 12 year old son.
We handed out food package under our Shared Giving program and interestingly found out from the brother that his sister Wardina has not been going to classes regularly for a year.
Reason given was she had no means of getting to school.
One very disturbing fact is the condition this family and many other families here found themselves in.
Everyway you turn outside their houses, under their houses, by the roadside, and open spaces are rubbish dump.
Children play and eat among heaps of rubbish.
Their houses are like stinking pits with little room to breathe or move.
We also included in our list of Shared Giving another family because of historical record they maintained, where 4 out of 6 school aged children left school prematurely.
Puan Hasnah's 2 sons and 2 daughters left school before they finished.
When asked why?
The mother simply answered "we gave our children choice to continue schooling or quit and find a job."
"We advised our children to continue study but if they refuse, we would not force them."
This family is considered reasonably ok economically as the father has steady job and earning above RM1000 per month.
They do not fall under the category of city poor in Yayasan Pillar's list.
Another family is a single mother with 2 children.
Puan Norlidah bt Abdullah has a medical case of liver malfunction, therefore cannot work and desperately need financial help.
She is not getting any kind of aid from government agencies as she just didn't know how to follow up again on her application for assistance.
She keeps no record of her application.
Yayasan Pillar handed out Food Baskets to all the families and offer to assist them follow up with government agencies for assistance where they are eligible or where they have been overlooked.
Briefly the problems shackling these families are poverty, poor health, filthy surrounding, broken down houses and the sheer lack of will by parents to ensure children finished their school.
I shudder to think what future these children will have?
Why are these deplorable conditions of city poor still allowed to go on for years?
Whose responsibility?
Parents? Local YB? Or our system?
One of the ways Yayasan Pillar helps the city poor is through its #KongsiBersedekaH program. The objective of #KongsiBersedekaH is to get community to engage in sharing the arduous burden faced by city poor families on a daily basis. If you wish to help lighten their burden, please don't hesitate to donate to lessen the daily PAIN faced by city poor. ?
The Pillar Foundation (Maybank Islamic)
Account Number: 561190054374
Reference: Foodbank For City Poor
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