🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:
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: 這不算是基礎的估值會議)
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.
(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)
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)
🌻好股介紹(不是推薦): Pool Corporation (POOL)
美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.
今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.
POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.
公司網站: https://www.poolcorp.com/
Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.
“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784
🌻復盤2010科技股
有人說, 今年科技股像是2010年, 漲不太起來.
好奇心驅使下, 我去挖了點資料.
結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.
那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.
所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.
The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010
Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453
NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf
🌻我平常做的功課
曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.
目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.
固定看的網站: CNBC
每季做的事情: 看&整理公司季報結果.
平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).
Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........
同時也有24部Youtube影片,追蹤數超過249萬的網紅Pan Piano,也在其Youtube影片中提到,🍞YouTubeメンバー、こちらから入れます/Join my YouTube Member/加入小p的YouTube會員 https://www.youtube.com/channel/UCI7ktPB6toqucpkkCiolwLg/join ピアノ室にプール作ってみました!ლ(╹◡╹ლ) ...
「pool in中文」的推薦目錄:
pool in中文 在 又飛啦! Flyagain.la Facebook 的最讚貼文
#小編去開房 之 北角Hyatt Centric一泊兩buffet實測 II
🎊優惠詳情🎊 https://flyagain.la/89701
🎊預訂網址🎊 https://flyagain.la/bp1z
住咗一晚,就等小編講下酒店同間房啦~去到酒店首先入lift上2樓大堂,但部lift好暗,搵lift制要啲時間😂 上到大堂check in,職員會強調你係住邊座,因為酒店分東西兩座,記得唔好去錯方向呀!💁♂️
東西兩座都分別有唔同設施,東座就有酒店著名的打卡熱點infinity pool同健身室(當然而家冇開啦),西座就有lounge同空中餐廳酒吧,有機會要去另一座㗎~而The Farmhouse就喺2樓位置,中間都有橋打通東西兩座。
酒店樓層比較特別,呈V字型,有機會要V字型咁行,少啲方向感都搞唔掂😂 房門係雲石配木門,豪華清新並存,設計得唔錯。今次個plan就包免費升級住海景房,所以一入房就見到大大個海景啦!😍 不過就唔係正對尖咀,係望黃埔、啟德、九龍灣、觀塘一帶,雖然冇咁壯觀,但距離比尖咀遠,感覺開揚啲~🥰 窗前仲有張貴妃椅俾大家坐喺度打卡用!🤩
房入面基本設施全部都有,第一下最吸引小編就係個熱水壺!🤩 佢唔同一般酒店的熱水壺,反而係一個茶壺咁,斟水個flow好smooth,沖咖啡沖茶都一流,感覺特別,好有日本茶道feel😂(佢都有送茶包俾大家沖茶)另外有部小型咖啡機俾大家沖咖啡chill下。
廁所就係企缸,另有一馬桶一洗手盤,空間感都夠,唔會太焗促。另設有風筒、即棄浴帽、牙具等提供,即棄物品的包裝設計係融入咗香港特色,好有心思!🤓 廁所入面有窗直望房,記得閂窗簾先!😂 窗簾就㩒制開關,幾方便。不過有個奇怪點係得廁所先有紙巾,要喺廁所拎卷/盒紙巾出去用,唔算大問題。
電視方面,本地台viutv、有線新聞及電影台、TVB(包括J2)都有,都算夠睇;國際台就有NHK、BBC、Bloomberg、印度台、葡萄牙文台都有,都幾多選擇,值得一提係佢竟然係有韓國收費有線電視台tvN,仲要有正體中文字幕,鍾意睇韓國節目既一流呀~😍😍😍 Youtube/Netflix就全部冇,連投射都冇,想睇要自己用電話電腦啦~
床就比較硬、承托力十足,枕頭就偏軟,最特別係竟然連攬枕都有!😱 想攬就記得帶埋消毒噴霧,咁就可以更放心咁攬住佢眠啦!😴😴😴
未完待續…
pool in中文 在 紀亞文 Edwin Facebook 的最佳貼文
This past year’s global situation has allowed me to fully revisit the tennis world and coach regularly again.
It has been a decade since I have worked with such an expansive pool of students. At the time, I taught and trained both children and adults ranging from the ages of 5-60, levels ranging from novice to advanced, but mostly children and teenagers.
However, a couple of years ago I did take a hiatus from showbiz and acting in China as I had the opportunity to work and travel with a professional tennis player. It was a very rewarding, yet challenging experience, to say the least.
Many people have asked me why I do not just coach and train players completely full time. I usually just smile and and brush it off with a tactful “I don’t know.”
The truth is, I have had an extreme love-hate relationship with the game.
Growing up, the time spent on court not only acted as a healthy environment where I can progress as a player and a person, but it also acted as an escape from the difficult emotional and psychological roller coaster on the home front (I will not go into this now).
Looking back, I am so grateful to have been surrounded by coaches, from places such as India and Eastern Europe, whom understood the value of teaching and mentoring with a “school of hard knocks’ approach. They continuously reminded me that:
“There will always be people in situations worse off than you. Back home, players were playing on courts made from cow dung and with holes in their shoes, not to mention wondering when their next full meal would be.”
Though I don’t think I can honestly say that I fully understood them at the time, but these reminders and perspectives acted as the rock that kept me from drifting away.
So, this is where I am coming from in terms of my relationship with tennis. 2020 has been a blessing in disguise, as I have had the opportunity to work with some wonderful people, both on and off the court.
Thanks to all my students. I hope you are learning as much as I am learning from you. Cheers.
不好意思,不翻成中文了,文有點太長😆.
#tennistraining #tenniscoaching #tennis #tennisplayer #tennisplaying #tennislove #tennisinstruction #tennislife #網球 #網球教學 #網球教練
pool in中文 在 Pan Piano Youtube 的最佳貼文
🍞YouTubeメンバー、こちらから入れます/Join my YouTube Member/加入小p的YouTube會員
https://www.youtube.com/channel/UCI7ktPB6toqucpkkCiolwLg/join
ピアノ室にプール作ってみました!ლ(╹◡╹ლ)
I made a pool in the piano room! ლ(╹◡╹ლ)
我在琴房做了一個泳池。ლ(╹◡╹ლ)
#キャル
#Karyl
#プール
#pool
#水着
#Swimsuit
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Support me by Patreon!!(*´∀`)~♥
https://www.patreon.com/panpiano
My Instagram
https://www.instagram.com/panpianoatelier/
My Blog(中文)
http://panpiano.com
小P的音樂工房鋼琴初級課程(中文)
http://panpiano.com/basic_class/
My Twitter!(日本語)
https://twitter.com/panpianoatelier
My facebook page(中文/English):
https://www.facebook.com/panpianoatelier
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pool in中文 在 Edo Tsui Youtube 的最讚貼文
Instagram:@her_food
Facebook: 幸Food為食日記
MeWe:her_food幸Food為食日記
利益申報:此影片全無廣告或贊助成份,全部自費分享。
===========================================
影片分段:
酒店大堂 0:41
Check in 1:17
Room tour 1:43
酒店泳池 3:19
自助下午茶點 4:58
貴賓室小食及紅白酒飲食飲任 6:16
酒店送增蛋糕 7:45
自助早餐 9:28
是次Staycation經由 KLook 訂購,包括:
免費升級入住貴賓海景客房
提早入住 最多24小時Stay
3-5PM 下午茶點
5:30-7:30PM 貴賓室小食及無限暢飲紅白酒
7-10:30AM 自助早餐
星期一至四入住 $1045/晚
pool in中文 在 翔龍 Youtube 的最佳貼文
❖每天都有新影片,歡迎追隨與訂閱❖➔https://ppt.cc/fSNnJx
在水裡沒人是我的對手,即便不是人也是一樣
❖遊戲名稱:替身/Ghost in the pool
❖遊戲作者:CASCHA GAMES
❖遊戲漢化:官方漢化
❖作者官網:https://store.steampowered.com/app/919330/Ghost_in_the_pool/
❖遊戲推薦表單:https://drive.google.com/open?id=1XXCAe1zApUuzGX-ODNcIycWdQSw_XhxTrX_qIoH4GgU
#恐怖遊戲 #恐怖RPG # #替身
✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮✮
❖追蹤訂閱翔龍
【Eclive】:https://www.eclive.tv/streamer_detail/personal_page/1589516908363700
【YouTube直播】:https://www.youtube.com/c/lilin8440/live
【FB粉絲專頁】:https://www.facebook.com/XiangLong81315/
【Twitch直播台】:https://www.twitch.tv/XiangLong
【搞笑精華】:https://ppt.cc/fOTSFx
嘿~歡迎來到我的頻道,我是翔龍 嘿嘿
感謝您觀看我的遊戲影片
有任何建議或想說的話都歡迎在下方留言
喜歡的話別忘了訂閱我的頻道隨時追蹤最新的直播與影片~
謝謝訂閱我的各位
➽如果為遊戲廠商或作者,歡迎洽談合作
✮電子郵件:lilin8440@gmail.com
pool in中文 在 [中文翻譯] Kendrick Lamar - Swimming Pools - YouTube 的美食出口停車場
IG : Rapndip FB : https://www.facebook.com/rapndip/posts/400366330512755?__tn__=K-R 串流版的歌詞我翻譯了請去fb看更多gkmc的主打歌我比較 ... ... <看更多>