🌻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
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2002-2021 發表作品LIST
👉最新作曲發表《我很好騙》https://youtu.be/3HsIaWuNeX0
阿沁|知名作曲家|代表作F.I.R.《月牙灣》《我們的愛》《Lydia》張韶涵《遺失的美好》蔡健雅《Beautiful Love》蔡依林《妥協》花千骨《心之火》蕭敬騰《原諒我》等、百位藝人寫歌,發表500多首詞曲作品。
👉所有作品(陸續更新)
2021.09 明天,雙人舞 梁靜茹
2021.08 只能對我專心 阿樂
2021.08 白薔薇 白白
2021.07 Honey Oops 于小文
2021.07 信者恆信 F.I.R.飛兒樂團
2021.07 Someday F.I.R.飛兒樂團
2021.07 光的姿態 F.I.R.飛兒樂團 絲絨公路
2021.07 戀戀 F.I.R.飛兒樂團 Snh48
2021.07 一個世界的遼闊 F.I.R.飛兒樂團
2021.07 錦繡夢 F.I.R.飛兒樂團
2021.07 愛在蔓延時 F.I.R.飛兒樂團
2021.07 錦繡夢 F.I.R.飛兒樂團
2021.07 鑽石之心 F.I.R.飛兒樂團
2021.06 孩子氣 鄧典
2021.06 天使密碼又又
2021.05 將逝之愛("靈語"主題曲) F.I.R.
2021.05 陪你到最後 張羽辰
2021.04 ChillNoW 品牌群星主題曲
2021.04 我很好騙 動力火車
2021.04 夢想大江 江陰女孩
2021.04 屬於愛在的地方 可蕎
2021.02 愛覺醒 L.C.G.勵齊女孩
2021.01 預言 蔡黃汝(豆花妹)
2020.12 Music Radio台歌 蔡依林、李榮浩、林宥嘉、吳青峰、田馥甄、群星
2020.11 天地之間 F.I.R.飛兒樂團
2020.11 攻無不克 F.I.R.飛兒樂團
2020.11 活著 草爺+群星
2020.10 其實還愛你 劉宇珊
2020.10 常州女孩 粉色少女
2020.10 意濃(OT緣淺) 許佳琪
2020.09 日出 比熊
2020.09 雨和海(電影《海霧》推廣曲) 阿沁 林佳音
2020.09 怒海(電影《海霧》推廣曲) FUTURE IDOL
2020.09 海霧 F.I.R.飛兒樂團feat.Spark
2020.09 迷途 黃霄雲
2020.09 First Wish L.C.G.勵齊女孩
2020.08 消失地平線 FUTURE IDOL-吳承恩
2020.08 淺藍色的你 花兒-林佳音
2020.08 煙火 蔡黃汝(豆花妹)
2020.08 夢想高雄 L.C.G.勵齊女孩-高雄隊
2020.08 學會原諒 勵齊女孩-紅豆
2020.08 Illumine L.C.G.勵齊女孩
2020.08 Little Wish L.C.G.勵齊女孩
2020.08 Swing Heart 心搖擺 FUTURE IDOL
2020.06 花路 L.C.G.勵齊女孩
2020.06 Cotton Candy L.C.G.勵齊女孩
2020.06 We Are Future Idol FUTURE IDOL
2020.08 夢想高雄 L.C.G.勵齊女孩-高雄隊
2020.05 以food之名 莎莎(鍾欣愉)
2020.05 Don't Like Hot Girls L.C.G.勵齊女孩
2020.05 Magical Girl L.C.G.勵齊女孩
2020.04 Dream Heaven L.C.G.勵齊女孩
2020.04 Specail Guest L.C.G.勵齊女孩
2020.03 心在跳 Mini 謝鈴津
2020.03 如果能再見 Mini 謝鈴津
2020.02 情人節的許願 阿沁*
2020.01 天空之上 特蕾沙
2020.01 時光 黃子軒
2020.01 鮮魚歌 邱廉欽
2019.12 幸福遊樂園 花錢王FMK
2019.10 打破這世界 Zamy奎丁
2019.09 在成都 創造101 - 蘇芮琪
2019.09 Forever Young F.I.R. feat. Do As Infinity
2019.08 閨蜜 Skimmy
2019.07 月光盔甲 阿沁
2019.05 自由之歌 F.I.R.飛兒樂團
2019.05 忘年會 F.I.R.飛兒樂團
2019.05 刺青春 F.I.R.飛兒樂團
2019.05 美麗的你 F.I.R.飛兒樂團
2019.05 唯一的玫瑰 范逸臣
2019.05 愛上屬於你的天空 F.I.R.飛兒樂團
2019.05 夢見島 F.I.R.飛兒樂團
2019.05 誰比誰勇敢 Vicky
2019.05 Can you remember (造夢者) F.I.R.飛兒樂團
2019.05 Fairyland in reality F.I.R.飛兒樂團
2019.03 火蝶 楊美娜
2019.01 抱一抱 MISKA
2018.12 1212-P.I.C.K 宇宙少女 程瀟
2018.12 人生羅盤 阿沁
2018.12 我是影子陪在你左右 莊昱凡
2018.12 聲音之城 北京交通廣播電台
2018.12 習慣 張米辰
2018.12 煙 · 灰 張米辰
2018.12 舞魅娘 賴雅妍 feat 阿沁
2018.11 功夫狂潮 F.I.R.飛兒樂團
2018.09. 早安午安晚安 李宓
2018.09. 你會回來 李宓
2018.09. 紅葉 李宓
2018.09. 唇蜜 李宓
2018.09. 藏寶盒 李宓
2018.09. I LOVE SUNSHINE 李宓
2018.08 最親愛朵朵(朵朵週歲) 阿沁 花花
2018.08 在,不在 張欣奕
2018.08 星火(鬥魚電影主題曲) F.I.R.
2018.06 聽愛 黃綺珊
2018.05 走在一起 林怡廷
2018.03 愛是光 彭佳慧
2018.02 直接愛 Uplive Girls
2018.01 守護 Uplive Girls
2017.12 Up Up Up Uplive Girls
2017.12 人人人人 阿沁
2017.12 天使惡魔 阿沁
2017.12 男人不該犯的錯 阿沁
2017.12 長江吼 阿沁
2017.12 突然失眠 阿沁
2017.12 假面 阿沁
2017.12 畢卡索的謊言 阿沁
2017.12 終於我明白 阿冷
2017.12 跳舞去旅行 林怡廷
2017.12 線上聊 阿沁
2017.12 雙雙對對 阿沁
2017.12 WIGA 阿沁
2017.12 DAY90 阿沁
2017.12 你就是彗星 賴蔓蒂Mand
2017.12 是我輸了你 90 Days
2017.12 Break the Law M.O.B.
2017.12 Last Day 沈懿 阿沁
2017.12 這個星期之前把你從心裡忘記 阿沁
2017.12 Swag Lady T.P.I.
2017.12 這個世界藥醫 90 Days
2017.12 朋友圈中 90 Days
2017.12 點燈 90 Days
2017.11 混蛋 90 Days
2017.11 My Dear 90 Days
2017.11 放肆年華 90 Days
2017.11 Lazy Night AGG 林佩薇
2017.11 決不服輸 90 Days
2017.11 日出的東方 90 Days
2017.11 早安午安晚安 白菜
2017.11 你的眼淚 90 Days
2017.11 告訴我離開我你會幸福每天 90 Days
2017.11 我應該解脫 90 Days
2017.11 Kiss All Night 90 Days
2017.11 Want you tonight 90 Days
2017.11 Don’t wanna leave 90 Days
2017.11 我想你想到滿鬍渣 90 Days
2017.11 為了你定下來 90 Days
2017.11 我愛上哪個他 90 Days
2017.11 微笑最勇敢 90 Days
2017.11 名叫自由的星球 90 Days
2017.11 梔子花開 超次元偶像單曲
2017.11 一個人在家等 90 Days
2017.11 魔鬼從海的深處緩緩走來 90 Days
2017.11 天堂 90 Days
2017.11 one more time 上海商會主題曲
2017.10 where are you 90 Days
2017.10 最珍惜的玫瑰 阿沁 盧學叡
2017.10 危險的男孩 90 Days
2017.10 Say Goodbye 90 Days
2017.10 我曾經很幸福 90 Days
2017.10 牽著我的手別走 90 Days
2017.10 像星星的女孩 90 Days
2017.10 Never Change 90 Days
2017.10 你那清澈藍色眼睛 90 Days
2017.10 承認我錯 90 Days
2017.10 紅塵 90 Days
2017.09 失敗面容 90 Days
2017.09 Nothing goes to heaven 90 Days
2017.09 弱者為王 90 Days
2017.09 I find the castle 90 Days
2017.09 自己HIGH 90 Days
2017.09 向大地奔跑的孩子 90 Days
2017.09 湘江東岸 90 Days
2017.09 夜車 90 Days
2017.09 謝絕聯絡 90 Days
2017.09 感謝 90 Days
2017.09 來自你給的勇敢 90 Days
2017.09 來.重來.未來 90 Days
2017.09 Why Do You Love Me 90 Days
2017.09 忠於自我的夢 90 Days
2017.09 聊聊重慶 阿沁
2017.09 外面世界 90 Days
2017.09 白色巨塔外 90 Days
2017.09 記得你也曾經說愛我 90 Days
2017.09 空白的筆記 90 Days
2017.09 看到你我就想戀愛 90 Days
2017.09 你真的以為我是那種人 90 Days
2017.06 We Are Dreamer 王鶴棣、李熹子、馬思超、阿沁*
2017.01 失語症 安婕希
2017.01 純愛遊戲 阿沁 feat. 陳曼青
2017.01 LIGHT光 阿爾發全體藝人
2016.12 帥過頭 邱宇辰 & 邱勝翊(王子)
2016.09 KISS ME CoCo Girls
2016.05 重逢 賴郁華
2016.07 飛翔 羅文裕
2016.06 誓言 I swear(小花苞週歲) 阿沁
2015.10 見招拆招 阿沁、曾之喬
2015.08 A PIECE OF YOUR LOVE 思衛 陳傑瑞 徐向立 楊景涵
2015.07 心之火 彭佳慧
2015.06 女人多可愛 彭佳慧
2015.06 走不回去的旅程 彭佳慧
2015.06 無畏 古巨基
2015.03 STRAY DOG 賴雅妍
2015.02 HELLO MY FRIENDS T.P.I
2015.01 THE MOMENT T.P.I
2015.01 網路人生 阿雅(柳翰雅)
2014.12 哪裡是太陽 侯磊
2014.12 Beautiful love 侯磊*
2014.11 SHOW THE LIFE T.P.I
2014.10 別說GOODBYE 胡宇威
2014.08 沒說出的再見 蔡日軒
2014.06 好想對他說 炎亞綸
2014.06 現在開始 炎亞綸
2014.06 萬花瞳 蔡依林
2014.05 光世界 ACG BEATS主題曲 群星
2013.12 七號公路 F.I.R.飛兒樂團
2013.12 千軍破 F.I.R.飛兒樂團
2013.12 大航海鬥士 F.I.R.飛兒樂團
2013.12 天使都哭了 F.I.R.飛兒樂團
2013.12 是你 F.I.R.飛兒樂團
2013.12 BETTER LIFE F.I.R.飛兒樂團
2013.12 I REMEMBER F.I.R.飛兒樂團
2013.12 LIGHT UP THE WAY F.I.R.飛兒樂團
2013.08 BE STRONGER 阿沁
2013.05 蝴蝶 鄧養天
2013.12 戀愛關鍵 孫協志 feat Sun Lady
2013.04 月光砂 葉穎
2013.04 壞習慣 鄧子霆
2012.12 La La La(蒼穹) 詹雯婷
2012.10 我沒改變 張韶涵
2012.10 紀念日 炎亞綸
2012.09 原諒 胡鴻鈞
2012.08 瘋狂很瘋狂 AGG
2011.12 給天天 天天
2011.11 遺忘天使 梁文音
2011.08 不屬於我的淚 孫耀威
2011.04 愛有路可退 F.I.R.飛兒樂團
2011.04 一百萬種親吻 梁文音
2011.04 我超越 F.I.R.飛兒樂團
2011.04 亞特蘭提斯 F.I.R.飛兒樂團
2011.04 花非花 F.I.R.飛兒樂團
2011.04 唐吉訶德 F.I.R.飛兒樂團
2011.04 微光 F.I.R.飛兒樂團
2011.04 讓愛重生 F.I.R.飛兒樂團
2011.04 SAY HELLO F.I.R.飛兒樂團
2011.04 曙光(粵:其實很愛你) 鄧芷茵
2010.12 我的阿嬤 阿沁
2010.03 習慣就好 羅志祥
2010.06 冬末之戀 賴雅妍、楊千霈、修杰楷、藍鈞天、周孝安
2009.12 向日葵盛開的夏天 F.I.R.飛兒樂團
2009.12 紀念日 F.I.R.飛兒樂團
2009.12 衝浪季節 F.I.R.飛兒樂團
2009.12 貓頭鷹的夢 F.I.R.飛兒樂團
2009.12 FIND MY WAY F.I.R.飛兒樂團
2009.12 I AM HERE F.I.R.飛兒樂團
2009.12 紅潮 F.I.R.飛兒樂團
2009.12 荊棘裡的花 F.I.R.飛兒樂團
2009.12 WE ARE F.I.R.飛兒樂團
2009.07 I NEED TO PRAY 信心地圖
2009.03 妥協 蔡依林
2008.12 幸福不滅 羅志祥
2008.10 波麗士 阿沁
2008.08 死結 李玖哲
2008.07 New Life 阿沁
2008.06 原諒我 蕭敬騰
2008.04 伸出手 阿沁、劉畊宏、王婉霏、羅文裕、陳威全、Fio、沈懿、小壞、李星蕾、Behigh
2008.04 飛翔 劉畊宏
2008.04 不凋零的花 何耀珊
2008.04 彩色羽翼 Faye 詹雯婷
2008.03 希望的種子 群星
2007.12 愛情定格 郭采潔
2007.11 我不會唱歌 羅志祥
2007.11 HOW I LOVE YOU WOW 頭號人物
2007.10 壞天氣 阿沁
2007.09 be free 阿沁
2007.09 月牙灣 F.I.R.飛兒樂團
2007.09 第十行星 F.I.R.飛兒樂團
2007.09 愛過 F.I.R.飛兒樂團
2007.09 三個心願 F.I.R.飛兒樂團
2007.09 真愛地圖 F.I.R.飛兒樂團
2007.09 過客 F.I.R.飛兒樂團
2007.09 詠嘆曲 F.I.R.飛兒樂團
2007.09 青空 阿沁 (梵谷的左耳專輯配樂)
2007.09 JUST BE MY LOVE 何耀珊
2007.09 其實很愛你 張韶涵
2007.08 一個人的美術館 楊千嬅
2007.03 大暴走 阿沁
2007.03 光榮時刻 阿沁
2007.03 我不懂 阿沁
2007.03 其實還愛你 阿沁
2007.03 南極星 阿沁
2007.03 記得愛 阿沁 & 李玖哲
2007.03 梵谷的左耳 阿沁
2007.03 聖堂之門 阿沁
2007.03 綠洲 阿沁
2006.09 不由自主 張信哲
2006.08 我對天空說 潘瑋柏
2006.07 1234567 F.I.R.飛兒樂團
2006.07 你很愛她 F.I.R.飛兒樂團
2006.07 我最愛的人 F.I.R.飛兒樂團
2006.07 眷戀 F.I.R.飛兒樂團
2006.07 天天夜夜 F.I.R.飛兒樂團
2006.07 北極圈 F.I.R.飛兒樂團
2006.07 雨櫻花 F.I.R.飛兒樂團
2006.07 飛行部落 F.I.R.飛兒樂團
2006.07 GET HIGH F.I.R.飛兒樂團
2006.07 I DON'T CARE F.I.R.飛兒樂團
2006.06 BEAUTIFUL LOVE 蔡健雅
2006.05 LOVE STORY 范逸臣
2006.01 愛情旅程 張韶涵
2005.11 勇者之歌 謝霆鋒
2005.10 把愛傳出來 台北健康城市歌 F.I.R.馬英九
2005.10 第一天 孫燕姿 五月天 F.I.R.
2005.05 偏見 梁詠琪
2005.04 千年之戀 F.I.R.飛兒樂團
2005.04 消失 F.I.R.飛兒樂團
2005.04 刺鳥 F.I.R.飛兒樂團
2005.04 愛的力量 F.I.R.飛兒樂團
2005.04 光芒 F.I.R.飛兒樂團
2005.04 盛宴 F.I.R.飛兒樂團
2005.04 無限 F.I.R.飛兒樂團
2005.04 I CAN'T GO ON F.I.R.飛兒樂團
2005.04 NEVERLAND F.I.R.飛兒樂團
2005.04 WHAT'S NEXT ? F.I.R.飛兒樂團
2005.01 分開的意思 劉允樂
2004.09 我要飛 F.I.R.飛兒樂團
2004.08 我不像我 郭品超
2004.04 你的微笑 F.I.R.飛兒樂團
2004.04 我們的愛 F.I.R.飛兒樂團
2004.04 待續 F.I.R.飛兒樂團
2004.04 後樂園 F.I.R.飛兒樂團
2004.04 流浪者之歌 F.I.R.飛兒樂團
2004.04 塔羅牌 F.I.R.飛兒樂團
2004.04 FLY AWAY F.I.R.飛兒樂團
2004.04 INTRO尋夢之途 F.I.R.飛兒樂團
2004.04 LYDIA F.I.R.飛兒樂團
2004.04 REVOLUTION F.I.R.飛兒樂團
2004.04 YOU MAKE ME WANT TO FALL IN LOVE F.I.R.飛兒樂團
2004.01 遺失的美好 張韶涵
2004.01 那時候 霍建華*
2003.10 有人在等妳 何耀珊
2003.08 夏天的微笑 S.H.E
2003.06 我們之間的距離 高英軒/劉恆
2003.06 兩個世界 粉紅教父小甜甜
2003.06 DIAMOND RING 安雅
2002.05 親愛的朋友 馬一強
2002.05 愛情是聰明人的遊戲 黃漢青
2002.05 休止符 陳永熙
2002.02 杯子(原:遺失的美好) 黃漢青
#雙魚沁之每天來點正能量#
remember me意思 在 蔡健雅 Tanya Chua Facebook 的最佳貼文
(小天使)#全民防疫 大家一起度過!❤️
#戴口罩 #勤洗手 #避免群聚
remember me意思 在 DREAM清醒夢LUCID Youtube 的最佳貼文
Hello everyone, I know it's been a while. I just thought I would put together some of my old Taiwan clips on my hard drive and try to make something to help everyone relax, a little like an ASMR video. No deep meaning or profound points made, just a chill out video. It was fun to play with a bit of animation. How is Taiwan now? I hope everyone is staying at home and not getting infected! I am preparing some new Line stickers. The bird character that you saw in the video will feature and so will the Taiwan monkey. I may make some short animations about things that happened to me in Taiwan if you you would like know about my life when I was living there, leave some question in the comments section. Remember to Dream Lucid!
大家好, 我知道清醒夢好久沒有po影片,最近很多事在忙。
你們好嗎?希望大家都平安健康、沒有得到肺炎。
這個影片只是要讓人放鬆,沒有什麼太深的意思,也沒有什麼重點,單純就是一個FU而已。
我之後可能會用動畫的方式做一些我在台灣發生過的事,你會對怎麼樣的主題有興趣呢?記得留言!
休息是暫時的,但我也不確定什麼時候會回來。
Dr34mlucid Links:
清醒夢連結:
▶ Patreon:https://www.patreon.com/dr34mlucid
▶ Paypal是一次性的,連結在此:https://www.paypal.me/dr34mlucid
▶ FB: https://www.facebook.com/dr34mlucid
▶ IG: dr34mlucid
#dr34mlucid #asmr #taiwan
remember me意思 在 vivionefivethree Youtube 的最讚貼文
在我們的12週年 我要求他要和我拍一個影片...
真的好開心他也答應了我願意出鏡,希望還有下次!???
*10:16 忘了附上照片不好意思*
還有一些錯字也不好意思 哈哈哈?
-
REMEMBER TO SUBSCRIBE ME ! 記得訂閱我唷 !
FOLLOW ME :
Instagram : https://www.instagram.com/vivi153
Facebook : https://www.facebook.com/vivisoong153
BGM :
Dyalla - Lovely Girl
Lukrembo - Home
remember me意思 在 暗網仔出街 Youtube 的精選貼文
紀錄片: https://www.youtube.com/watch?v=LQRAfJyEsko
Instagram: https://www.instagram.com/dw_kid12/
Facebook: https://www.facebook.com/deepwebkid/?modal=admin_todo_tour
訂閱: https://www.youtube.com/channel/UCKC6E5s6CMT5sVBInKBbPDQ?sub_confirmation=1
Spotify: https://open.spotify.com/album/2LjUOH9T9j21GiX8jzytu6
異度空間恐怖APP: https://www.youtube.com/watch?v=6PiyPZ3d_Fw&t=12s
首支單曲: https://www.youtube.com/watch?v=UASHWB6Ai9Y
鬼故事: https://www.youtube.com/watch?v=-CfqxuCHq3Y&t=3s
我的成長故事: https://www.youtube.com/watch?v=Kdhtp6A6YJE
我講 '香港' 10,000次: https://www.youtube.com/watch?v=-G4uDe3QUfs
我受夠了, 我的精神困擾: https://www.youtube.com/watch?v=aQ6uxaQhiS4&t=7s
24小時內學印度話: https://www.youtube.com/watch?v=g3EmtyVK1BQ&t=55s
回憶我兩年前拍過的虐畜影片
拍虐畜影片這些事 (我的親身經歷)
2017年11月到2018年6月是我拍片生崖當中, 我所稱為 ‘尷尬期’ 的時段. 我當時是想由拍英文鬼故頻道影片同時希望轉型生活類型影片和講東話影片. 出來的效果就是一大堆又煩又cho又不好笑又沒人看又常常得罪人的誇張內容. 不要要求我給你看, 因為這些影片現時已被刪除.
暗網仔出街的觀眾大家好! 我今天想懺悔當中拍了一部I feel ashamed and guilty i ever did it. 在這裡講這段故事改變不了什麼也叫不回所造成的傷害. 大家也歡迎看完這條影片之後不再支持我. 但我怕今天不拍出這條片我日後不會講出這個故事但uw yeen會想起而後fooy. 多謝你們給我一個機會去講.
神父 我有罪!
[跟倉鼠生活48小時]
2018年6月16號我上載了一條養一隻倉鼠兩天的影片. 長達8分27秒的影片嘗試混合 ‘實驗型’ 影片和 ‘?物型’ 影片, 完全為了拿views. 由那兩天不同的時間點去講做寵物主人難chui, lut look的地方. Suen便搞笑.
影片一開頭去商店買倉鼠是我第一次拍攝時被質問的情況, 挺值得講. 因為只是照顧兩天的關係倉鼠生活的環境完全不理想, 只是放他在買回來的箱子中生活. 因為影片需要新鮮感我會在不同時間拍他還有不同地點去拍他. 當時我完全沒有意圖繼續yoing這隻小動物, 所以最後過了48小時我轉yoing比我更有愛心的兄弟yoing. 幾個月後這位倉鼠也離開了我們.
上載這條影片後有網友説每一次拍這隻小動物的時候他樣子也很害怕和焦慮. 由Muk生環境加上我每次突然間的拍攝引起. 但當時chuw luw的我只是當這個小生命跟拍片的工具沒兩分別. What are you doing man? Having to watch this video now makes me suffer. Hing hung當時這些影片沒有人看, 否則我一定繼續拍下去.
其實我記得小時候的我挺有愛心的. 9到11歲有yoing一隻倉鼠的我, 有pet這樣東西在童年也jim一個挺重要的部分.
我記得當年su假我去了香港leuy hung. 原本我媽媽應該照顧我隻chung mut. 之後她無la la又自己由加拿大飛去香港將我隻倉鼠交給一班挺Heartless的family friend. 我是說他們全家. 我當時knew something bad was going to happen because they tried to like tried to use a hose to spray my hamster before and torture and have a history of treating animals like not lives. I remember my mom went back before me and she said when she got my pet back he was so quiet and in a few days died. He was abused, my mom even said so herself.
I couldn’t even see his last time and he was buried. I remember getting off the plane crying in the shower. After when I talked about everyone just laughed at me and called it just a pet. And everyone pretended like nothing happened, next topic. But for a time he was my best friend.
Ever since that day I never bonded with animals again, because I was like: they are just animals. Like garbage. But it’s not true. They are living beings and friends. And I see that now.
I think I’m feeling like this because the way I treated the hamster is the way my hamster died. And I feel guilty for my childhood and now.
That’s why I needed to Film this video today.
[my first pet]
[owning a pet for views, the good way and the bad way to do it.]
I want to start by acknowledging their are good youtubers who raise pets. And I feel the key to doing this properly is to really in your heart, feel that connection to the pet. Not use it for views.
我有follow一位叫yanki, 即是火guy姐的女生常常post有關animal abuse這個問題. She constantly does it and reminds everyone it is a huge problem. Suey yeen我之前拍那一條影片某ching do上是這方面一個不好的教材. 但我現在可以做的是下面有一條link是一個有關這方面的documentary, roing大家了解更多. 也希望世間上所有ley hoi的小倉鼠也可以得到安息吧! Bye bye.
remember me意思 在 當看完MV•眼淚就默默流下來了。 - 音樂板 | Dcard 的美食出口停車場
... 發限時時聽到的,當初聽到是「Stay」這首歌,一聽旋律整個被吸引,而在這首歌之後還有一首叫做「Will You Remember me」這兩首歌,是相當有關聯性的。 ... <看更多>
remember me意思 在 Will You Remember Me 意思在PTT/Dcard完整相關資訊 的美食出口停車場
關於「Will You Remember Me 意思」標籤,搜尋引擎有相關的訊息討論:. 李玖哲Nicky Lee-Will You Remember Me (Official MV) - YouTube2017年11月26日· 李玖哲[Will ... ... <看更多>
remember me意思 在 [情報] Tiffany-Remember Me 歌詞中譯- 看板SNSD - 批踢踢 ... 的美食出口停車場
Remember Me (From "Coco") - Single
Tiffany Young
Tiffany Young - Remember Me (from Disney’s “COCO”)
https://youtu.be/lC-5JYTkoEI
Remember me
記住我
Though I have to say goodbye
雖然我必須說再見
Remember me
記住我
Don't let it make you cry
別讓此使你哭泣
For even if I'm far away I hold you in my heart
即使我在遠方,我仍然將你放在我心裡
I sing a secret song to you each night we are apart
在我們分離的每個夜裡我會為你唱一首祕密的歌曲
Remember me
記住我
Though I have to travel far
雖然我必須去遠方旅行
Remember me
記住我
Each time you hear a sad guitar
每次你聽見一個悲傷的吉他聲
Know that I'm with you the only way that I can be
就知道這是我能和你在一起的唯一方式
Until you're in my arms again
直到我能再次擁抱你
Remember me
請記住我
Remember me
請記住我
Remember me
請記住我
Remember me
請記住我
If you close your eyes and let the music play
如果你閉上眼睛讓音樂播放
Keep our love alive, I'll never fade away
讓我們的愛繼續,我就不會消失
If you close your eyes and let the music play
如果你閉上眼睛讓音樂播放
Keep our love alive, I'll never fade away
讓我們的愛繼續,我就不會消失
If you close your eyes and let the music play
如果你閉上眼睛讓音樂播放
Keep our love alive, I'll never fade away
讓我們的愛繼續,我就不會消失
Remember me
請記住我
試聽 *請支持正版音源*
Spotify https://goo.gl/cWU7kT
iTunes / Apple Music https://goo.gl/nbyzkn
為鼓勵支持正版音源以及慶祝我們美英的第五次出道(?)
首推及每十推發稅前801P發到一百推
推文附上正版音源播放截圖或購買截圖
隨機抽二十位發稅前100P
(範例:
或
※翻譯有稍微潤飾過,如果有翻的不順或意思不正確請不吝指正※
--
170521 PERSONA in TAIPEI
太妍:「妳的專輯是瑕疵品嗎?唉呀!那怎麼辦?可是我們好遠喔!」
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 111.246.25.245
※ 文章網址: https://www.ptt.cc/bbs/SNSD/M.1521052684.A.CEF.html
根據JPTT的推文計算已經先把首推~70推的P幣發完惹
03/16/2018 01:59:50 支出 $801 ($***** => $*****) 轉帳給 CarolynSun (稅後 $720)
03/16/2018 02:00:12 支出 $801 ($***** => $*****) 轉帳給 Pejoan (稅後 $720)
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隨機的正版音源截圖先發了15位,就不一一貼上來了~~
感謝大家m(_ _)m
記得追蹤美英的官方帳號唷~<3
Twitter tiffanyyoung801 https://twitter.com/tiffanyyoung801/
Facebook Tiffanyyoungofficial https://www.facebook.com/Tiffanyyoungofficial/
Weibo TiffanyYoungOfficial https://weibo.com/TiffanyYoungOfficial
※ 編輯: dabby0407 (111.246.25.245), 03/16/2018 02:13:13
... <看更多>