關於 it's all right意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

Elon Musk的演講藝術

Presentality的Andrew大大來幫大家分析了!

Elon Musk 違反賈伯斯時代的演講準則，反而加深自己的魅力!

Elon Musk 可說是全世界影響力最高的商業領袖之一，而且在媒體及社群媒體的聲望奇高無比（IG 有200萬追隨者，Twitter 有6000萬），甚至一句話就可以影響市場的走向。

★★★★★★★★★★★★

他肯定是溝通大師對不對？而且舞台魅力一定很強大？

Well... 從溝通成效的角度來看，他是很厲害沒錯，但如果你看任何一場他的演講，你肯定會覺得很困惑。你會覺得：這個人怎麼這麼尷尬，這麼不會講話？

隨便在 Youtube 上面搜尋他演講的影片，看個幾分鐘，你就會知道我們在說什麼了。看個幾分鐘就可以跳出至少以下的問題：

• 說話吱吱唔唔，贅字一堆
• 停頓在很尷尬的地方，感覺不知道自己在哪裡
• 投影片視覺，跟口述的內容常常對不起來
• 容易忘記自己要說什麼，明顯要去偷瞄一下投影片，不然無法繼續說等等...

啊... 那他到底厲害在哪裡？為什麼一個講話這麼尷尬不流暢的人，能夠迷惑全球這麼多人，發揮如此大的影響力？

我們看完一些他演講影片的結論，是他的魅力來源，跟「前一波」的商業領袖，如 Steve Jobs，截然不同。你甚至可以說，**他們的風格是完全相反的。**

我們今天就從 Musk 的一些演講中，來看他的反向操作！

★★★★★★★★★★★★

📌 反操作1：Jobs Overstates, Musk Understates

★★★★★★★★★★★★

首先，Steve Jobs 開始用的一個「技巧」，說好聽是「讚嘆」，說難聽就是「誇大」，不論發表的產品是否真的是突破性創新，反正就是用 "incredible"、"revolutionary" 等字眼來形容。英文的一個形容，就是 "overstatement" - 把什麼東西都講的「超過」一點。

結果一大堆商業演講的人，做產品無法像 Jobs，但用誇張的形容詞卻學的很像。

Musk 就不一樣。

他自己知道他做的事情很難（讓永續能源普及、把人類變成多個星球的物種），所以他反而用很「沒什麼大不了」的字眼跟語氣來傳達，反而讓這種「謙虛」變成一種效果。這個就不是 "overstatement"，而是 “understatement" - 什麼東西都講的收斂一點。

舉個例子：他2016年介紹太陽能屋頂的時候，有描述一個很大，很難實現的未來，是這樣說的：

> What is the future that we want? It's consisted of really appealing solar roof... then combine that with storage, and with electric cars.

It's an obvious 3-part solution... Yeah... 3 part solution... uh...

It's really not that complicated.

沒錯，他講完之後停頓了一下，然後說嗯，對，就是三個部分，真的沒那麼複雜 lol。

好比在跟聽眾說：「啊就很簡單啊，你們還要我說什麼？」連聽眾都笑出來：

影片: https://youtu.be/4sfwDyiPTdU?t=187

★★★★★★★★★★★★

如果是賈伯斯派的門徒來說，可能會說：

➜We are building a grand future - a future of endless renewable energy and clean mobility, but with the sort of convenience you couldn't even imagine.

To build this, we've had to overcome a trinity of challenges that have bedeviled generations prior:
1. Houses that generate energy during the day all by themselves
2. Efficient and integrated storage
3. And the best electric cars the world has ever seen

Ok，我寫的有點誇張，但 you get the point。

★★★★★★★★★★★★

他最近在發表 Tesla Bot 的演講中，也描述了一個很大的未來，你看看他的說法：

➜ What is the economy? It is uh... at the foundation, it's labor. So what happens when there's... uh... no shortage of labor?

So I think in the long-term, there will need to be universal basic income (applause)... Not right now, because the robot doesn't work (laugh)... we just need a minute.

Essentially, in the future, physical work will be a choice... if you want to do it, you can, but you wouldn't need to do it. Obviously it has profound implications for the economy, because... the economy, at its foundational level, is labor, and capital is just distilled labor, then... is there an actual limit to the economy? Maybe not...

你很難想像有人可以把一些這麼遠大的願景 - 人力工作變成一個選擇、每人都享有基本收入等等 - 用更平鋪直述的方式，沒什麼好大驚小怪的語氣說出來。

連開發萬用機器人的難度，他都只是說 "We just need a minute" lol。

Again 歡迎你們自己看影片，體驗一下：https://www.youtube.com/watch?v=HUP6Z5voiS8

Btw... Musk 還隨口說了一句 "capital is just distilled labor"。別叫我翻譯，因為我根本不知道這是什麼意思，尤其是 "distilled" 在這裡的用意。如果你去 google "distilled labor"，也找不到什麼東西，只有不到兩千個 search result。

有人會覺得 Musk 太聰明了，所以才會常常說出正常人不懂的話，但我個人覺得他是故意的：就是要「埋」一些每人聽得懂的話，才能加深他「天才」的形象。

Musk 把複雜困難的事情說成很簡單，還有另一個好處：就是大家可能會覺得「這些很難的事情，好像難不倒他耶，嗯他看來真的是個天才！」

大家可能有時候會聽人家說，在西方，就是要懂得如何吹捧自己。但其實有時候不一定要這樣。

💡你做的事情是真功夫時，謙虛反而會放大。

★★★★★★★★★★★★

📌 反操作2：尷尬反而是魅力

★★★★★★★★★★★★

其實，在賈伯斯用流暢的舞台表演稱霸市場之後，很多企業家都下苦工，練就一身演說武功。如 Bill Gates 或是 Mark Zuckerberg，都很明顯的從內向而且不會演講的人，變成老練的演說家。

Musk 很明顯沒有。Honestly, he's not even trying。

上面的影片，一個是2016年，一個是2021年，你覺得哪個舞台上的 Elon Musk，比較尷尬？這個當然有點主觀，但我兩個都看完之後，會覺得今年的他，講的更卡，更不好。

但是 Elon Musk 很明顯的根本沒有在 care 這一塊 lol。如果他有心要成為非常流暢的講者，你覺得這種小事能夠難倒他嗎？

…

還需要Musk暗藏玄機的演講技巧嗎? 需要的同學請按個讚和留言「Must learn from Musk」。

需要更多的演講分析與技巧請追蹤Presentality!

圖片出處: https://bit.ly/3mKfjyX

哈佛知識分享:《做生意的三個 S》 - 七集介紹、第一及第二集。

做生意有三個 S: Survive (生存), Sustain (持續), and Succeed (成功).

全文內容:

https://docs.google.com/document/d/1grPxQjlN7OUFarSI3KYLgbQL1-7Bw3-X3uPTqV9_mZA/edit?usp=drivesdk

。。。。。。。

My hobby 《星期六早餐會》!

七/八/九月份早餐會 Topic: Applying "Michael Porter" to your business: How to compete and win!

哈佛分享: 如何應用「米高波特」於你盤生意? 點競爭? 點贏?

講起哈佛策略教授， 無人出名過 Michael Porter. 有幸我2017年在哈佛親身上過他教的課程， 今次早餐會同你分享，希望對你做生意亦有所啟發。

有興趣參加啦 😃 每次限四位 (包括我)。 人多傾唔到計。

7月/8/9月份，逢星期六早上9時開始，約三小時半。地點中環。

對象: 中小企老闆/創業者/公司管理層，連我限4位。

有興趣參加的話，請 whatsapp 你的名片給 Suki (我助手) (+852) 5566 1335。

我唔係靠呢行搵食，免費，我請食早餐 😉 Be friends ..... 有機會到時見你。李根興 Edwin

www.edwinlee.com.hk
www.bwfund.com

聯絡李根興 whatsapp (+852) 90361143

。。。。。。。

1. 先講生存 survive - 即係收入多過支出。連錢都賺唔到，日日蝕做乞衣，唔好講嘢。 絕大部分生意，五年內都係生存唔到!

2. 再講持續性 sustain - 持續地賺到錢，持續地收入多過支出，Sustaining 養活咗99%中小企， 但佢哋永遠都係中小企 ，因為可能幾十年業績都浮浮沉沉!

3. 要成功就講 Succeed, I mean become really really Super Successful - How to win? 就要講策略 Strategy.

Do you have a strategy? 你做生意有無策略?

根據哈佛最出名嘅策略教授 Michael Porter "The first test of a strategy is whether your value proposition is different from your rivals. If you are trying to serve the same customers and meet the same needs and sell at the same relative price, then you don't have a strategy. "

如果你嘅價值主張係同你嘅競爭對手一樣， 即係話你服務緊同一班客， 解決緊同一問題， 收緊差唔多價錢的話， 哈佛教授米高波特就講你係「人做你做」，你「無策略」 。 長遠，你唔會賺大錢! You can only sustain, but cannot be super successful! 咁應該點?

Understanding Michael Porter! 何謂競爭? 何謂策略? 如何勝出? What is competition? What is strategy? How to win?

Michael Porter 相信係仲在生最出名嘅大學策略教授， 佢1979年首次提出嘅 Porter's Five Competitive Forces (行業競爭五大動力)， 1980提出嘅 Four Generic Strategies (四個一般策略)， 1985年再提出嘅 Value-Chain Analysis (價值鏈分析)， 讀過任何 business school 嘅同學都應該學過。 佢今年已經七十四歲， 唔知仲可以教多幾耐書，有幸我2017年去哈佛大學親身上過佢課程，畢生受用。

今次我就一連七集，同你分享呢本書 Understnding Michael Porter。

(1) Competition, what's the right mindset? 你應該點諗「競爭」?

(2) What are the Industry Competitive 5 Forces? 什麼是行業的五大動力? 對你利潤有什麼影響?

(3) Competitive advantage through your value chain 你的企業價值鏈如何令你有競爭優勢?

(4) What is strategy? How do you create value? 什麼是策略 ? 你如何創造價值?

(5) The trade-offs. 要「取」得更多，就要「捨」得更多。 做生意如何「取捨」?

(6) Fit. 成間公司要言行一致! 全部力要向同一個方向走。

(7) Continuity. 持續性，無得急! 路遙知馬力!

有興趣聽多啲，就來我七/八月份星期六嘅早餐會啦! 下一集同你先講 (1) What is competition? what's the right mindset? 乜嘢係「競爭」? 你應該點諗「競爭」?

第一集:

哈佛知識分享:《何謂競爭? 你應點諗競爭?》What is competition? What's the right mindset?

一連七集: 今集同你先講《何謂競爭? 你應點諗競爭?》What is competition? What's the right mindset?

做生意你可以 Me Too, Me Better 或者 .... Me What? 乜嘢? 等陣再講。

Me too, 就係「人做你做」， 你要贏，只能夠鬥平! 同一碟乾炒牛河， 如果一樣味道，你就係要賣平啲，人哋先幫襯你。

Me better，就係你做得叻啲，你做得好啲、快啲、靚啲、新啲， 咁你就可以收貴啲! 你碟乾炒牛河，真材實料的，好味啲，就可以賣貴啲。

可惜前兩者，都係一個零和遊戲。 你贏，就人哋輸。 人哋贏，就你輸。個餅係得咁大，你日日講 market share (市場佔有率)，但無新行業價值製造過， 個餅冇大到。

根據哈佛策略教授 Michael Porter， 做生意除咗 Me Too, Me Better, 你要盡量做到 NOT Me Best ... but ME ONLY. Be unique! 你做生意必需具獨特性。

佢話做生意 there is simply NO BEST! 冇話「最好」，因為唔同人客有唔同需要，你嘅產品啱，他們自然有需求。你要「創造需要」!

包括我在內， 之前香港都無「商舖基金」，買賣舖只有鬥平鬥靚。 但如果間鋪又要靚，又賣得平，硬係無錢賺。唯有靠大市升。但萬一唔升? 一個社運/肺炎，馬上個個炒家/投資者停晒。 依家個市好啲， 馬上「短炒」出返曬嚟。 但我覺得做生意係唔可以靠個市升去賺錢。 要個市跌，甚至乎大跌，都搵到食，咁先至係一盤生意。 容許我好自豪地講，社運/肺炎後，我哋買入咗31間香港街舖，沽出咗11間，合共約港幣7.9億嘅街舖，沽得嘅，間間賺錢，論宗數及論回報，都係同期全港 by far，I mean really really by far 最多! 我哋點做? 就係因為我哋行咗 Michael Porter 所講嘅，Be Unique ... be ME ONLY.

根據呢本書，Understanding Michael Porter, 佢講 what's the right mind-set for competition? 你應該點諗競爭?

盡量得，你應該諗 Not be the the best, but be unique。 唔係要做到最好，而係做到最獨特。

Not be number 1, but earn higher returns. 唔係要做到第一，而係要多啲回報，賺多啲錢!

Not focus on market share, but focus on profits. 唔係要市佔率，係要利潤。

Not serve the "best" customer with "best" product, but meet the diverse needs of target customers. 唔係要「最好」嘅產品，畀「最好」嘅客。而係 用唔同嘅產品，滿足唔同顧客嘅需求。

Not compete by imitation, but compete by innovation. 唔係人做你做，而係要創新!

Not ZERO SUM game, but POSITIVE SUM. 唔係「零和遊戲」、互相廝殺， 而係大家從不同層面創造價值， 可以有好多個贏家。

記住競爭，唔代表你一定要贏人。 打到兩敗俱傷，又有乜意思呢? 如果即使你打唔打低人，自己能夠賺多啲錢，咁又 why not? 點解要去打低人呢?

"Strategy explains how an organization, faced with competition, will achieve superior performance. The definition is deceptively simple." by Michael Porter.

好的策略，就係能夠解釋到點解有競爭對手環境下，你公司依然能夠達致較高回報。

Operation effectiveness is different from having a good strategy. 有高嘅營運效率，唔代表有好嘅策略。

Michael Porter 話 Operation effectivness 就好似隻老鼠喺個圈入面係咁跑咁， 無論你點跑得快，你都只係繼續喺個圈入面。 你可以勤力啲、做得快啲、做得好啲，但始終你繼續都係喺個圈入面。

但有好嘅策略，a good strategy , 就能幫你跳出呢個圈，帶去你想去嘅地方。

"If rivals all pursue the "one best way" to compete, they will find themselves on collision course." by Michael Porter

「如果所有競爭對手，都朝著一個「做到最好」的方向競爭， 大家只會撞到頭破血流。」

"Strategic competition means choosing a path different from that of others." by Michael Porter

「策略性競爭是指揀一條同競爭對手唔同的路。」

好似間茶餐廳咁， 你可以炒餸快啲，上菜快啲，服務好啲，埋單走多兩轉， 但係始終都係一間茶餐廳，只係做緊 Me Too 或者 Me Better. 人哋唔去你嗰間，就去另一間，係一個「零和遊戲」。 無論你點做得快啲、好啲，競爭對手一樣都會嘗試追上。 無策略，你會跑得好辛苦。 喺個圈入面繼續跑來跑去。

另一種諗法，或者你可以把間茶餐廳， 變成專做外賣， 加埋其他餐廳上你平台， 加下加下，變下變下，變成間 Deliveroo。同前者一樣，大家都係做食，但你專做外賣，咁你會唔會係 more unique? 更獨特! Earn higher returns， compete by innovation AND 做大啲個餅 positive sum game 呢? 會唔會有原本唔想食茶餐廳嘅人，都叫咗外賣返屋企食呢? Deliveroo 依家倫敦上市嘅市值係超過500億港幣， 試問有幾多間茶餐廳或飲食集團能做到呢?

唔想咁大改變? 試想想賣漢堡包。 麥當勞係全球最大快餐店，唔駛講。 佢嘅漢堡包係賣得最快，最多! 但你識唔識呢個女人? Lynsi Snyder. In-N-Out Burger 第三代接班人。

Michael Porter 話相比起麥當勞，佢唔係要最快最大最多，In-N-Out Burger 係要最新鮮嘅食材，never frozen, never microwaved，最有傳統風味，最具 family tradition 家族色彩， 餐牌/秘方基本上70年都不變過。McDonald / Burger King 餐牌有超過80樣嘢揀，佢只得少過15。

佢要嘅係家庭傳統 family tradition！ 佢係要做少啲，做好啲，每人分多啲。雖然每間分店都賺到錢， 以舖比舖，平均每間In-N-Out Burger 舖嘅營業額係每年450萬美金，高過麥當勞的舖平均每年260萬美金，高出七成。每間 In-N-Out 舖嘅 Profit margin 估計高達20％，比同行競爭對手亦高出一倍， 佢就係要特登開少啲，開慢啲。用咗70年時間， 只係開咗三百幾間，全部自己直接經營兼自置物業， 為咗容易管理，絕大部分分店都係喺美國西岸。 佢每開一間分店往往啲人都要大排長龍， 有人揸幾個鐘頭車，甚至乎搭飛機/酒店過夜專登去食。

......

因為每間舖賺到錢，個個員工人工都特別高。例如，根據網上薪酬統計網站 Glassdoor.com，In-N-Out Burger 嘅 Store Manager 店長平均人工加花紅，係年薪美金16萬3千元。 麥當勞? 係美國只係4萬4千美金。In-N-Out Burger 高出近3倍。 最基層員工，人工都比市場高出5成。人工高，自然員工做耐啲，平均Store Manager 店長都做17年，員工上下一家人感覺強啲，對人客笑容自然多啲，服務好啲。

比起麥當勞，佢哋唔係鬥快鬥多。In-N-Out Burger 每個客往往都要等成起碼十分鐘先有漢堡包食。提起 Mobile ordering 手機落單， 咁啲人客唔使等咁耐? 聽下佢 CEO Lynsi Snyder 點講?

......

Be definition of Michael Porter, In-N-Out Burger is pursuing a different path from that of others. 行緊條自己嘅路。Be unique! Not to be number 1, but to earn higher returns. Not to focus on market share, but on profit. 唔同嘅客有唔同需求，既然自己回報可以高啲，點解需要打低競爭對手呢? Positive Sum Game, 個餅係做大咗! 雖然佢聲稱永遠都唔搞 franchise，永遠唔搞上市，全部自己親自經營，根據2021年福布斯富豪榜，In-N-Out 第三代老闆 Lynsi Snyder 身家現有36億美金，係榜內最年輕女士。 麥當勞嘅創辦人呢? 都唔知去咗邊度!

你呢? 你又打算點樣同人競爭? 記住，Michael Porter 話:

"In the vast majority of businesses, there is simply no such thing as "the best.""
絕大部分嘅生意， 冇嘢叫做絕對嘅「最好」!

BE UNIQUE. 做到 ME ONLY!

"Winning without beating others!" 「唔使打低競爭對手都勝出!」咁先至係「贏」嘅最高境界。

有興趣聽多啲 Michael Porter，就來我七/八月份星期六嘅早餐會啦! 下集我再同你講 (2) What are the Industry Competitive 5 Forces? 什麼是行業的五大動力? 對你利潤有什麼影響?

有時間就睇埋幾年前 CBS 對In-N-Out Burger 嘅報導，家族經歷過幾次嘅悲劇，依家留到第三代，佢哋嘅堅持可能亦對你做生意有所啟發。

第二集:

哈佛知識分享: What are the Industry Competitive 5 Forces? 什麼是行業的五大動力? 對你利潤有什麼影響?

The real point of competition is not to beat rivals. It's to earn profits.

競爭，最重要唔係要打低競爭 對手，而係要賺錢! - My favorite quote from Michael Porter.

今次一連七集同你講 Michael Porter. 上集同你講咗《何謂競爭? 你應點諗競爭?》What is competition? What's the right mindset? 今集同你講 (2) What are the Industry Competitive 5 Forces? 什麼是行業的五大動力? 對你利潤有什麼影響?

巴菲特 Warren Buffett 曾經講過: “When a management with a reputation for brilliance tackles a business with a reputation for poor fundamental economics, it is the reputation of the business that remains intact.”

當好聲譽嘅經理， 遇上差回報聲譽嘅行業，通常係行業嘅聲譽會繼續留低。

因此我經常話「先揀行業，後諗點做!」 做生意就好似賽馬比賽咁，要勝出，行業就係隻馬，老闆就係個騎師。 隻馬識飛嘅，騎師煲兩口煙都能勝出， 如果佢再加把勁， 鞭多兩下，咁就不得了， 可能賺到盤滿缽滿! 但如果隻馬係跛嘅，唔通騎師跑埋一份咩?! 咁就騎師唯有先要醫番好隻馬，再去比賽， 咁勝出機會率才更大。

但如何分析隻馬 (即係個行業) fit 唔 fit? 根據哈佛大學最出名嘅策略教授 Michael Porter，佢1979年首次提出嘅 Porter's Five Competitive Forces (行業競爭五大動力)， 從五個層面分析個行業得唔得， 亦都係可以就住呢五個層面加強隻馬嘅競爭力。

分別係:

(1) Bargaining Power of Buyers 買家的議價能力。

(2) Bargaining Power of Suppliers 供應商的議價能力。

(3) Barriers to Entry 入行門檻。

(4) Threat of Substitutes 代替品的威脅。

(5) Internal Rivalry 內部競爭的激烈程度。

近年好多人提出，應再加多第6個:

(6) Availability of Complements 互補商品的存在。

要賺錢就係希望價錢 (Price) 高過成本 (Cost)， 相差越大，你就賺錢越多。 但你要賺錢，你要知道你唔單止係同你競爭對手爭緊， 你同一時間係同緊你嘅買家、供應商、代替品、及潛在入行競爭者爭! 逐個逐個同你講，因為:

(1) 越大買家的議價能力 Bargaining Power of Buyers，就會把你價錢越撳低， 因為買家佢哋會講價，所以唔可以太依賴某個買家。

一般嚟講，如果最大嘅客戶佔你超過10%營業額，或者最大五個客戶佔你25%或以上營業額， 你就有customer concentration risk, 過份客戶集中的風險。 因為你好怕佢哋走， 佢哋議價能力就自然提升。 好多廠，某個歐美大客訂單都分分鐘佔咗超過一半生意額， 因此經常畀人牽住鼻子走，好多嘢做，但賺唔到錢。

"Powerful buyers will force prices down or demand more value in the product, thus capturing more of the value for themselves." by Michael Porter

「議價能力強嘅買家，會把價格推低或者對產品要求提升， 從而買家自己得到更大價值。」

包括我自己在內， 前排某大美資基金，管理美金資產幾百億，話同俾我幾十億同我合作投資商舖，但條件多多， 又呢樣又嗰樣 ... 唔只一間，仲有好多其他，我全部 say No。 就係因為我唔想過份依靠某大客，當我無本事。 我想細細間，慢慢增長，玩耐啲。遠遠好過霎時間爆發得太快，遲早市況一逆轉就爆鑊。

我成日話，我每季只係希望集資港幣6000萬，加我自己 top up 25%， 冇咁大個頭，唔好戴咁大頂帽 。我自己個 fund 每季集資，每年淨資產增長四五億港幣，每個月拉勻買入港幣5000萬街舖，沽2000萬，I'm happy! 買下買下，好快就買足1000間街舖。要依賴就依賴我自己，信得過多好多。

為咗增長，你又有冇過份依賴某個或幾個大客呢? 如果佢哋鏈你或者執咗，你又會點呢?

仲有， 唔單止客人大，佢哋嘅議價能力先至強。如果你嘅產品係市場係冇乜差異化， no differentiation, 人做你做， me too strategy, 個個都係度格價的話，佢哋買家議價能力都係好強。因為人哋平一蚊，佢哋就走咗，buyers are very "price sensitive", 你為咗留客，唯有減價。因此，you have to be different， 同其他競爭對手有所唔同， 咁即是你加價，買家都留低幫襯你。 但問心，你盤生意同人哋又有幾唔同呢?

(2) 越大供應商的議價能力 Bargaining Power of Suppliers，就會把你成本提升，因為供應商佢哋會加價。員工、舖嘅業主都係間茶餐廳嘅供應商。 銀行就係財務公司嘅供應商， 我最大嘅供應商就係嗰班沽舖嘅業主， 因為每個月我洗緊五千萬入貨。

"Powerful suppliers will charge higher prices or insist on more favorable terms, lowering industry profitability." by Michael Porter

「議價力強嘅供應商，會收貴啲價錢，或者要求更有利嘅條款 ，導致降低成個行業嘅利潤率。」

香港好多生意都係代理某品牌/產品或 franchise (特許經營)開始，佢哋都係供應商。但如果咁多年不斷都只係靠做代理/franchise，好就好，萬一外國某品牌易手或同第二代唔啱，咁就大鑊。

Michael Porter 話，如果 switching cost (轉換成本)係高嘅， 例如果佢哋要重新當地請人 、重新開舖、重新鋪設個網絡，供應商都可能焗住留低，佢哋嘅 bargaining power (議價能力)會下降。 但如果， 一下子終止代理或 franchise 協議，就所有嘢歸佢，咁你就大鑊! 供應商嘅議價能力極強， 就好似香港嘅7-11咁。

7-11而家在香港開到一千間分店，當中大約400間係特許經營。話就話係特許經營比創業者創業，實質上所有嘢都係歸牛奶公司 (7-11母公司)， 加盟者其實只係攞住嚿錢打份工， 話走就走，人客都唔知發生乜事。 問心，你同我都唔知邊間7-11是嗰400間特許經營。咁樣供應商的議價能力 bargaining power of supplier 就極強。 因此， 我認識好多711的加盟者， 勤力守規矩一定搵到食，但發達，住山頂洋樓養番狗?! 我 so far 仲未聽過。

做生意目標，根據 Michael Porter, 就係要把你嘅供應商議價能力降低。 從多啲唔同渠道入貨，流程盡量標準化，好似大家樂/McDonald's 咁，咁對員工既依賴程度亦都會降低。 做代理嘅，就 make sure 即使唔做，啲人物、網絡係歸你。 我識好多朋友，都係一面做代理，另一邊就建立自己品牌， 打長短棍做生意。 代理係短棍(賺錢)，自己品牌係長棍(投資)，睇長線。

你又打算點降低你對供應商嘅依賴程度， 增強你自己嘅議價能力呢?

(3) 越低入行門檻 Barrier of Entry 就會把你價錢下降及成本提升， 因為多人入嚟爭，自然大家都減價促銷及加價搶人搶貨。

"Entry barriers protect an industry from newcomers who would add new capacity." by Michael Porter

入行門檻會減低新加入者增加產量。 產量多，自然價格下跌。 向供應放入貨都會多咗，亦都會搶高來貨價。 因此做生意嘅你，就要盡將個入行門檻提升。主要有三方法:

(1) 做到好大，有規模經濟(economies of scale)， 咁你每件貨生產嘅平均成本就會下降，即是規模報酬遞增(increasing returns to scale)， 咁競爭對手就好難入嚟同你爭。

(2) 做到好專， 只要你有某專業知識，人客就會好依賴獨有技能。 例如我自己唔單止淨係投資地產，我係專買街舖。 我唔單止係領展/黑石等大地產基金，大我唔夠他們大，但我係專買香港五六千萬以下街舖嘅商舖基金。 當你做得專，人客自然好難搵替代品。

(3) 當多一個人客使用，對原本個人客價值就提升，this is what we call "Network Effect" (網絡效應)。例如whatsapp/wechat/facebook/youtube，全世界只得你一個人用就冇用，越人用對你嘅價值就提升。

如果你有齊以上三樣嘢，恭喜你，新競爭對手好難入嚟同你爭! 你有排賺錢。 但如果你三樣都冇，你只係 Me too Me Better 嘅策略的話， 我估你只會繼續浮浮沉沉, survive (生存) and sustain (持續)唔難, 但好難 become super successful (好成功).

第四動力 : (4) 越大代替品的威脅 Threat of Substitites 就會把你價格下降， 因為人客可以選擇其他商品，唔駛用你。

"Substitutes - products or services that meet the same basic need as the industry's product in a different way - put a cap on industry profitability. " by Michael Porter

「產品或者服務嘅代替品， 會把整個行業嘅利潤封頂。」

例如 DVD rental 租碟， 令到好多人唔駛買碟. 有 Netflix 嘅 streaming 就唔駛再去租碟。 有高鐵就搭少啲飛機， 有whatsapp就打少啲電話， 有數碼相機就少人用菲林相機。It's all true!

因此你經常都要諗下你嘅行頭會唔會突然間有代替品 substitutes 去衝擊你成個行業。 咁你點應對呢?

包括我自己在內，有網購，就自然落少間舖買嘢。 因此長遠舖價必定受網購影響。 但我只買街舖， 香港有大約有十萬間街舖， 我只想好似7-11咁，當中揸住一千間，我係業主。即1％。 我相信網購點發達，都唔會快過你行過條街口喝入去7-11買包嘢飲。 因此我揀舖都要好小心。 我只買街埔，係因為街舖冇新供應。 網站可以有好多個，商場可以再起一千個，但街鋪無。 啟德、東涌、將軍澳、明日大嶼都好，都係無街舖賣。 物以罕為貴。而我盡量都只買可以做飲食及服務業嘅街舖， 難被網購取代。如果純粹做零售、乾貨，投資就要好小心。

你行頭嘅產品或者服務，又輕唔輕易被替代品取代呢?

最後 (5) 越大內部競爭的激烈程度 Internal Rivalry 價格就越低及成本也越高，因為大家同行都鬥平鬥靚， 可能導致割喉式競爭。

"If rivalry is intense, companies compete away the value they create, passing it on to buyers in lower prices or dissipating it in higher costs of competing." by Michael Porter

如果行頭有割喉式競爭，任何價值製造嘅利潤， 都會因為減價或者成本上升而消失。

咁你又點知道你個行頭易唔易會有割喉式競爭? 睇6樣嘢:

(1) 大家競爭對手係唔係差唔多大細，好多好散。好似街市咁，咁就好容易減價競爭。 但如突然有一兩個大嘅龍頭冒起， 好似百佳/惠康咁，反而會穩定價格。

(2) 大家賣嘅產品差唔多， 好容易格價。 例如手機品牌、電子產品。

(3) 好多人入嚟爭，唔係為錢而爭， 而係為社會貢獻或者國家任務而爭。

(4) 整體行業增長好慢， 甚至乎收縮，變成「困獸鬥」

(5) 產品係 "perishable" 即係 時間係敵人! 呢一刻唔要，之後想要返都唔得。 例如: 酒店房，今晚唔住，聽日就有其他人。 機位今日唔答，聽日就已經飛走咗。 因此今日就大家都要劈價求售。

(6) High Exit Barrier 高離開行業嘅門檻， 好多生意，唔係話走就走，好多面子面俾、好多員工要炒、好多數要找、 老豆、阿爺留落嚟， 阿孫阿仔焗住要做， 有生意但唔識變通嘅，唯有減價。

"Price competition is the most dangerous form of rivalry." by Michael Porter

價格競爭係最危險嘅競爭。

好彩我選擇買舖。因為間間街舖都唔同，有獨特，無炒家會入嚟做蝕本生意，即時今日唔減價賣，一百年後間舖都仲喺度，時間係朋友，舖價仲分分鐘升咗。

自問，平時你又有幾大劈價求售嘅壓力呢? 你點樣可以做得獨特性，唔同人哋割喉式競爭呢? 把時間變成朋友呢?

以上就係 Michael Porter 1979年首次提出嘅 Porter's Five Competitive Forces (行業競爭五大動力)， 近年好多人都提倡應該有第六個。

(6) Availability of Complements 互補商品的存在 (仲於有個好嘢!) 。越多就越把價錢提升及成本下降，因為多咗馬路 (車嘅 complements) 就自然更多人想買車， 更多人想買車，就自然車價格上升，每架車生產及銷售成本也下降。

做餐廳嘅，Deliveroo 可能係 complements 互補品, 馬上送外賣成本下降。 做電動車嘅，多啲充電站就係互補品，令到多啲人買電動車。4G/5G 上網快咗，係手機遊戲嘅 completment. 唔同嘅 Apps 都係買手機嘅 completment. 越多人創業，都係我買舖嘅 complement.

Michael Porter 話做生意，就要明白以上五加一項的行業推動力，點樣影響整個行業嘅利潤。 頭五樣，is not Add-Up effect，唔係睇總和，而係只要一個差至極點， 成個行頭及你盤生意好易玩完。

例如有咗手機網上新聞之後， threat of substitute 代替品嘅威脅，舊式嘅報紙檔/雜誌社就執一間少一間。 如果你做餐廳只得一間舖，咁多年來太依賴某業主單一位置， 唔知係咪因為風水好定心頭好，萬一業主一沽舖，下手買家大幅加租，盤生意也馬上玩完。記住 Bargain power of supplier 業主就係你供應商， 如果你冇得搬，佢議價能力就好強。

因此，做生意你就係要盡量想辦法， 把握以上五加一動力，加強你自己嘅生意穩定性及賺錢能力。記住，一開場我話:

The real point of competition is not to beat rivals. It's to earn profits.

競爭，最重要唔係要贏對手，而係要賺錢! 要賺錢，長遠賺得穩定，就要好好把握頭5大動力，把他們盡量推下降，及第6動力盡量拉上升。

有興趣一齊研究下點做? 聽多啲 Michael Porter，就來我七/八月份星期六嘅早餐會啦! 下集我再同你講 (3) Competitive advantage through your value chain 你的企業價值鏈如何令你更具競爭優勢?

。。。。。

My hobby 《星期六早餐會》!

七/八/九月份早餐會 Topic: Applying "Michael Porter" to your business: How to compete and win!

哈佛分享: 如何應用「米高波特」於你盤生意? 點競爭? 點贏?

講起哈佛策略教授， 無人出名過 Michael Porter. 有幸我2017年在哈佛親身上過他教的課程， 今次早餐會同你分享，希望對你做生意亦有所啟發。

有興趣參加啦 😃 每次限四位 (包括我)。 人多傾唔到計。

7月/8月份，逢星期六早上9時開始，約三小時半。地點中環。

對象: 中小企老闆/創業者/公司管理層，連我限4位。

有興趣參加的話，請 whatsapp 你的名片給 Suki (我助手) (+852) 5566 1335。

我唔係靠呢行搵食，免費，我請食早餐 😉 Be friends ..... 有機會到時見你。李根興 Edwin

www.edwinlee.com.hk
www.bwfund.com

聯絡李根興 whatsapp (+852) 90361143

#michael_porter #競爭策略

🌻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.

Don't forget to turn on the bell icon for future uploads 🔔✔️

追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC
KKbox一起聽👉https://www.kkbox.com/tw/profile/GqICYlKUZnCZyC0RO7

🌸本影片與Marin Hoxha合作宣傳🌸

For business inquiries about copyright issues, photos and song submissions,
please contact: https://www.facebook.com/Ginamusicland

____________________________________________________
Social Media:

▶ Download / Stream link : https://fanlink.to/c6NY

👑Marin Hoxha
http://instagram.com/marin.hoxha/
http://soundcloud.com/marin-hoxha
http://facebook.com/Marinhoxhamusic/

👑Nilka
https://Facebook.com/nilkamusic
https://Instagram.com/nilkamusic
https://Twitter.com/nilkamusic
https://Nilkamusic.com

----------------------------------------------------------

Lyrics:

In and out
人流穿梭 時聚時散
We go in and out
我們不斷來來回回
Keep turning the dial
始終轉動著羅盤
Till you find the right frequency
直到找到了正確的方向

Call me out
快聯繫我吧
Yeah, So call me out
快約我出來吧
And maybe a light will click
說不定 會有一盞燈
On in the vacancy
在空虛中被瞬間點亮

Funny how it all changes with one motion
有意思的是 一個細微的動作足以改變一切
Like a subtle roll in the waves causing erosion
就如同一個微浪的翻滾 亦有侵蝕的力量
And the pieces I hold onto are sliding out of reach
零星碎片從我手心溜走 滑到了遙不可及的地方

Keep running my way
繼續走我的路吧
Yeah, keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

You're my hideaway
當世界變得混亂不堪
When it's all diasrray
你就是我的避風港
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

If dynamite took hold of love
如果愛被易燃的炸藥所掌控
The only flames to light it up
那麼唯一能繼續點燃它的火焰
Surround you (surround you)
就圍繞著你（圍繞著你）


Keep running my way
繼續走我的路吧
Yeah, keep fighting for me
對 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

Play it out
預演
Yeah, I play it out
是阿 我在預演
A thousand more times in my mind just to guarantee
我在腦海中無數次預演 只為確保
I could not do better
我已無法做到更好了
This life will mess my head up
這種生活終將會把我自己搞得一團糟
And you're the only one who keeps me sane
而你是唯一能讓我保持理智的人

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

You're my hideaway
當世界只剩下狼藉
When it's all diasrray
你就是我的港灣
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

If dynamite took hold of love
如果愛被易燃的炸藥所掌控
The only flames to light it up
那麼唯一能繼續點燃它的火焰
Surround you (surround you)
就圍繞著你（圍繞著你）

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

Nights just get colder
當我身邊沒有你擁抱時
When you're not here holding me
夜晚變得越來越冷
Will you promise to stay when it feels easier to leave?
當離別變得加容易了 你還會保證留下來嗎？

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

You're my hideaway
當世界變得混亂不堪
When it's all diasrray
你就是我的避風港
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

If dynamite took hold of love
如果愛被易燃的炸藥所掌控
The only flames to light it up
那麼唯一能繼續點燃它的火焰
Surround you (surround you)
就圍繞著你（圍繞著你）

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有
Nothing without you...
一無所有

#記得打開CC字幕
林宥嘉推出的最新單曲《少女》甜蜜破表
MV 的官方英文 CC 字幕就是我們翻校的喔 😉

這首表白神曲是林宥嘉作曲，並與黃偉文老師共同填詞的作品
甜得不要不要的，還請來愛妻丁文琪出演 MV，太閃了!!!

現在就在粉紅泡泡中輕鬆學一點英文吧：
🎈「少女」的歌名翻譯是 otomen，那是什麼意思？
🎈「這兩個星座適不適合？」英文怎麼說？
🎈「倒帶再發育」怎麼翻譯？

看完影片，你就知道這些英文說法囉！

❤️💛💚💙💜

Facebook 下載單字卡：https://www.facebook.com/bingobilingual/
Instagram 看 Bingo 私生活：https://instagram.com/bingobilingual_bb/

➡️ 金曲譯者的其他影片：
　
真實的自己最美 別輸給霸凌 | 蔡依林 玫瑰少年 歌詞翻譯及解析
https://youtu.be/lGG_BBFNsf0

絕美翻譯!! 郁可唯 路過人間 cover 用英文唱
https://youtu.be/VEKxfu-4C8g

不肯被掰彎?! ｜五月天 盛夏光年 解析及翻譯
https://youtu.be/rwfpPLAr_Ok

【少女】
中英歌詞

我想要買一間房子
I wanna buy a home for us
可能不需要車子
Might not need a car
最好生一兩個孩子
One or two kids would be great
來複製我們的樣子
They’ll look just like us
 
作為一個平凡的男子
I’m an ordinary man
我對童話的婚禮有點堅持
Insist on having a fairytale wedding
跟你才約會一次
Ever since that one date
人生從此沒其他大事
Nothing else matters in my life
 
Baby自從遇見你
Baby, ever since we met
我比你還要少女
I’ve become an otomen
偶像的位置 All my idols一夜間 全都換成
Were suddenly replaced
你和巧克力
By you and chocolate
為什麼永遠吃不膩
I just can’t quit you, babe
What have you done to me
What have you done to me
 
Baby 戀愛的男子 每一個都是少女Baby, every man in love is an otomen
每次見到你 
Every time I see you忍不住 超超超願意
I can’t help but say “I frigging do”
方圓百里 都懂我的心
No matter where I am, you can read my mind
 
浪漫的愛情再定義
Romantic love redefined
快樂回到三年級
As if going back to my happy childhood
自以為完整的身體
Thought I’m already a grown-up 
突然間倒帶再發育
But you make me a child again
 
魔羯巨蟹該不該一起
Should a Capricorn date a Cancer?
說不配的要道歉還來得及
For those who say no, it's not too late to apologize
我們不需要奇蹟
We don’t need any miracle
因為我是那麼適合你
Because I’m your Mr. Right
 
我只等你 回我同一句
All I need is you say ”Me too!”
 
Baby 做我的愛妻 
Baby, be my lovely wife
一百歲還是少女
100 years old, still my baby girl
有沒有勇氣 
Do you have the courage
從今後讓我照顧你
To let me take your hand?
此情不渝 永結同心
Always be together; happily ever after
再也不是 空洞的成語
These words won’t be clichés any longer
 
我想要買一間房子
I wanna buy a home for us
裡面住兩個少女
For us otome and otomen

👉 Facebook➪ http://pics.ee/c7z0
👉 InstaGram ➪ http://pics.ee/1IhQ
👉 虎記商行 ➪ https://www.youtube.com/channel/UCcCtlMtKy1nr1-GUly9ZMxw
👉 虎記商行 ➪ https://www.youtube.com/watch?v=wdG5jLLQs2M

【簡介description】
Hi everyone
大家好
I´m Jesús
我是黑素斯
Have you seen my videos?
看過我的影片嗎？
Yesterday when I was meditating
昨天我在冥想的時候
And I have something that needs to tell you
我想到一個需要告訴你的事情
Really, I really need to tell you this
真的，我不得不跟你說
Thank you Taiwan
謝謝台灣
Actually, many people say thank you, but means nothing
其實，很多人說謝謝沒有什麼特別的意思
So I want to explain you
所以我要跟你們解釋
Why do I want to thank Taiwan?
為什麼我要感謝台灣？
Many Taiwanese netizens misunderstood me
很多台灣網友誤會我
Because I often talk about cultural differences
因為我常常討論文化差異
And I won't always say
而且我不會一直說
Taiwan is awesome!
台灣棒棒！
Taiwan is perfect!
台灣完美！
I love Taiwan!
我愛台灣！
This is too fake
這樣太假的啦
However, because I didn’t say that
但是，我沒有這樣說
Some people think I don't like Taiwan
有人覺得我不喜歡台灣
Listen
我告訴你！
You were born in Taiwan just by chance
你們是不小心在台灣出生
Be a resident is my decision
當新住民是我的決定
Who cherishes this country more?
誰比較珍惜這個國家？
Recently I´m travelling a lot
最近常常出差
Last time I went to Shanghai, I found that the life there is tough
上次去上海發現那邊的生活多幸苦
Dear Chinese friends, please
親愛的中國網友，拜託
Don't start to throw shit on me. It's boring. OK?
現在不要開始罵我，很無聊，好不好？
And I don't care
而且我不在乎
Chinese are confident, great!
中國人很有自信，讚！
However, if we don´t talk about problems
但是，沒有討論哪裡問題
problems won´t disappear!
問題也不會不見！
I admire people who can live in Shanghai
我超佩服能夠住在上海的人
That place is too big
那個地方太大了
Everyplace is far away
什麼地方都很遠
They only like new things
全部都要改新的
Hey, only old things have a soul
欸，舊的才會有故事
Is terribly expensive, how can poor people lives there?
貴得要命，窮人怎麼過生活？
Taxi drivers wanna rape me off every day
計程車司機每天都想要騙我的錢
Aunts are very aggressive
那邊的阿姨，很兇
Internet, Internet. . .
網路，互聯網。。。
Wall (VPN) is not easy to pass
牆不好翻
Do not take it wrong, Shanghai also has its beauty
別誤會，上海也有上海的美
After all, my friend and ex-girlfriend are all Shanghainese
畢竟我好朋友，前女友都是上海人
But when I returned to Taiwan, I felt
但是我回來台灣的時候覺得
Very thankfull
充滿了感謝
Thank you for reasonable living expenses
謝謝合理的生活費
Thanks for the convenient internet
感謝方便的網路
Convenient transportation
方便的交通工具
Thank you for Taiwanese cuisine

謝謝台灣的美食
Thanks for Taiwan's security
感謝台灣的安全
But most of all thank you for:
但是最要感謝你們的是：
Taiwan’s human touch
台灣的人情味
Let me live my life here feels great
讓我在這邊過生活很蘇胡
Did you realize about it
有沒有發現
People doesn´ t cherish the everyday life things
我們已經習慣一個東西，就不珍惜？
Right?
是不是？
If there is food at home
家裡有東西吃
You take it for granted
你覺得理所當然
Your boyfriend gives you a macchiato every day
男朋友每天送給你一杯焦糖瑪奇朵
Yout think it is his job
妳覺得是應該的
if he doesn´t, you will complain
沒有送，妳也許會罵她
Actually, there is no such thing as "obviously"
其實，沒有所謂的『理所當然』
I lived in Taiwan for 12 years and got used to everything
住在台灣12年，我什麼都很習慣
So, needs to remind myself
所以，要提醒自己
Cherish the benefits of living in Taiwan
好好珍惜住在台灣的好處
Every day people tell me
每天都有人跟我說
Thank you for loving Taiwan so much
謝謝你那麼愛台灣
do you need thank me for liking Taiwan?
我喜歡台灣需要謝謝嗎？
When I go to the cafe for coffee, the boss won´t say
我去咖啡廳喝咖啡的時候，老闆不會說
Thank you for like our coffee
謝謝你喜歡我們的咖啡
right?
是不是？
Probablily he will way
他比較會說
Do you like it?
喜歡嗎？
Come back again
那以後常來喔
I want to thank Taiwanese government for my ID
我要感謝台灣政府給我台灣身分證
That wasn´t Wu Feng?
那不是吳鳳嗎？
Jesús, you talk a lot of bullshit!
黑素斯，你亂講一大堆！
Don´t compare yourself with Wu Feng
你不要再跟吳鳳比較
Congratulations to Wu Feng!
吳鳳恭喜！
Question
問題
Do you value living in Taiwan?
你珍惜住在台灣嗎？
What about caramel macchiato from your boyfriend?
男朋友送給你的焦糖瑪其朵呢？
What about your girlfriend´s attention?
女朋友的關心呢？
What about the food I cook for you?
阿嬤幫你煮的菜？
Oh!
唉呦！
Jesús, do you cherish me?
黑素斯，你珍惜我嗎？
Did you thank me?
有感謝過我嗎？
S***t
靠腰！
Okay
好啦
You know, right?
你知道吧
Like, Subscribe, Share with your Cat
按讚，訂閱，跟你家裡的貓咪分享
Meow!
喵！
I said Meow!
我說喵！
Meow means do it now
喵的意思是快一點啦
Meow! Meow!
喵喵！
Bye
拜！
I'm curious, do you know I'm sharing photos in IG everyday?
我好奇，你知道每天我在IG PO照片嗎？
Check it out
去看啦
I reply msn by myself
回答是我本人耶
Next week
下個禮拜
Meow!
喵！
Bye
賤！


【音樂MUSIC】
Funk Down