It finally looks fresh, but the niche appeal remains the same.
remains the same 在 Engadget Facebook 的精選貼文
同時也有46部Youtube影片，追蹤數超過5,140的網紅Ghost Island Media 鬼島之音，也在其Youtube影片中提到，The state of #cannabis in Taiwan with the country’s only lawyer who only takes on cannabis-related cases. In 2020, she ran for a seat in the parliam...
「remains the same」的推薦目錄：
- 關於remains the same 在 Engadget Facebook 的精選貼文
- 關於remains the same 在 Facebook 的最佳貼文
- 關於remains the same 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於remains the same 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
- 關於remains the same 在 Dainghia25 Youtube 的最佳貼文
- 關於remains the same 在 Namewee Youtube 的最佳解答
- 關於remains the same 在 The Song Remains the Same (Remaster) - YouTube 的評價
- 關於remains the same 在 The Song Remains the Same (Madison Square Garden 1973) 的評價
- 關於remains the same 在 Led Zeppelin - The Song Remains the Same/The Rain Song 的評價
- 關於remains the same 在 The Song Remains The Same Live (HD) - YouTube 的評價
- 關於remains the same 在 Daily Crunch: After renaming Facebook 'Meta,' Zuckerberg ... 的評價
remains the same 在 Facebook 的最佳貼文
A beautiful reminder for us all. ❤️🤲🏻 So much harder to do than to say of course- however.. keep in mind people will sometimes project their own pain on to others to avoid being accountable for their behavior. 🥰❤️
.
When you realize this- your own peace remains intact. There is no need to respond with more of the same.
.
#accountability #responsibility #commitments #mentalhhealth #spiritualhealth #love #forgiveness
remains the same 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。
但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
remains the same 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
The state of #cannabis in Taiwan with the country’s only lawyer who only takes on cannabis-related cases.
In 2020, she ran for a seat in the parliament on the platform of legalizing medical marijuana. She’s currently deputy secretary general of the Green Party in Taiwan. In March 2021, Ms. LEE won “Best Show Host” at the inaugural KKBOX Podcasts Awards for her podcast on cannabis, “In The Weeds with Lawyer Zoe Lee #大麻煩不煩,” produced by Ghost Island Media
Marijuana remains a taboo in Taiwan. It’s a Class-2 narcotics. That’s the same class as meth. Possession over 20 grams can get you 5 years to life time in jail.
There is a movement for #CannabisLegalization here in Taiwan, and Ms. Zoe is a key person leading it. The global legal marijuana market, by one estimate, is predicted to be at 65 Billion USD by 2027. Cannabis is a global trend, and this is The Taiwan Take.
Today’s episode is hosted by Emily Y. Wu, co-founder of Ghost Island Media and producer of The Taiwan Take.
Support us on Patreon:
http://patreon.com/taiwan
Follow us on Twitter:
https://twitter.com/ghostislandme
SHOW CREDIT
Emily Y. Wu (Producer, Host)
https://twitter.com/emilyywu
Alice Yeh (Researcher)
Elise Chan (Assistant)
A Ghost Island Media production
https://twitter.com/ghostislandme
www.ghostisland.media
MB015DVBQHSUFCH
remains the same 在 Dainghia25 Youtube 的最佳貼文
little nightmares 2 The chase scene - Mono use powers to push the Thin Man
you’ll have to turn off the TV to your left in order to attract the Viewers to the one on the right. Once they leave, turn on the TV to the left and interact with it. However, this will attract the entire group behind you, so be ready to run. The chase scene will have you zig-zagging through the store, but at the end you’ll find a TV to jump through.
Once you’re on the other side, head right and into a room with another TV. This time around, Six will appear, so head up to the screen and grab onto her to try and pull her out. Unfortunately, the Thin Man will appear again and grab her. He’ll then pop out of the screen and come after you.
Run for the door and use the axe on the floor to break it open. Once you’re through, climb up the panels on the right and drop down into the next area. Crouch under the pipes and climb the panels on the right into the hole.
You’re under the floorboards now, so move quietly. The Thin Man will reappear above you, so avoid holes in the floor as he’s walking by. Once you’re on the other side, head through the hole and you’ll drop down into a hallway.
Grab the stool nearby and push it under the window on the right. Be quick, though, because the Thin Man is coming towards you from down the hallway. Once you’re by the window, pull off the plank and run through. You’ll go sliding down the awning and down a train, but be ready to grab onto the platform or else you’ll fall.
Once you’re in the train, keep heading right. Unfortunately, the Thin Man will reappear and a chase scene will ensue. Keep running through the trains until you reach a lever. Then, pull it to separate your train car from where he is.
Once you’re back on your feet, you’ll notice Six’s glitching remains on the left. Keep following her. She’ll lead you up and into an alley that leads to stairs. Take them up and you’ll see a ladder, then take that up. This will lead you back to the streets.
The Thin Man will appear again, and now it’s time to fight him. He’ll approach you with his hand out, and Mono will do the same. You’ll have to handle this like how you would the TV's, by "tuning" the frequency to keep him back. Mono will use his powers to push the Thin Man back until he's defeated.
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remains the same 在 Namewee Youtube 的最佳解答
I wrote a song about heavy users of mobile phones in 2013, It seems the situation remains the same now... 這是我來台灣發行的第一張專輯《亞洲通緝》裡面的其中一首主打。記得當時有人建議我寫一些低頭族的現象，於是我就寫了。不知不覺七年過去了... 現在來看，如果你不是低頭族反而才是怪咖。。。
【低低頭 Nod Nod】Youtube高清版 : https://youtu.be/41kvqK_e08c
數位音樂下載 Online Music Download【低低頭 Nod Nod】：https://lnk.to/EtNbOH8q
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一早起床我低低頭
看你低低頭 她也低低頭
街上的人全都低低頭
無論在吃飯 還是在行走
面對老師我低低頭 (hello)
看見老闆也低低頭 (follow)
這個社會的壓力太重
你也只能夠 永遠低低頭
霹靂啪啦蹦 霹靂啪啦蹦蹦!
不如勇敢約它出去走走
霹靂啪啦蹦 霹靂啪啦蹦蹦!
不如抬頭看看藍藍的天空
霹靂啪啦蹦 霹靂啪啦蹦蹦!
牽牽她小手先做女朋友
霹靂啪啦蹦 霹靂啪啦蹦蹦!
你懂不懂心動不如行動
你食指的速度，決定今天的旅途
你刷新的次數，是你寂寞的程度
你的快樂，來自別人按贊的數目
你的悲傷，只因為那該死的網速
世界太大 你低著頭 就能夠了解?
打開留言 怎麼留下了一堆誤解
昨天纏綿 今天無言
有人網上是師爺 私底下卻是太監
有人忙裏偷閑 有人到處留言
有人自怨 有人自戀 有人賺了大錢
被捉奸 有人犯賤
恢復單身不到兩天 就已經熱戀
你是黑特 還是飛客
回到現實卻總是充滿了failure
能不能當個未來的maker
Oh father 有人說著道德
良心卻總是昧著
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欲網購黃明志最新實體專輯《亞洲通才》及歷年專輯和周邊商品請到。Purchase Namewee Latest 《Asian Polymath》 , Others Music Albums & Merchandises Please log in to https://namewee4896.com/
Namewee 黃明志 Official Facebook Fan Page:
https://www.facebook.com/namewee/
Namewee YouTube Channel Link:
http://www.youtube.com/namewee/
#Namewee #黃明志 #低低頭
remains the same 在 The Song Remains the Same (Remaster) - YouTube 的美食出口停車場
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