關於 ultimate offering ，我們在網路上蒐集到這些相關的討論、資訊與評價

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今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

#Congratulations! Director Hsin-Chien Huang's latest VR works, Samsara and The Starry Sand Beach, were nominated for the 78th Venice International Film Festival!

The 78th Venice International Film Festival (VIFF) announced the shortlisted nominees for the category of VR Film. Taiwanese new media artist, Distinguished Professor of NTNU, Hsin-Chien Huang, winner of the BEST VR Experience in 2017 with his work La Camera Insabbiata, will again contest for the Leone d’oro this year with two of his latest, sci-fi inspired works, Samsara and The Starry Sand Beach. While the Taiwanese athletes are striving for the Gold Medals at the Tokyo Olympics as we speak, director Hsin-Chien Huang dazzles the jury of VIFF with his visually-stunning and thought-provoking works — bringing cutting-edge Taiwanese VR films onto the international stage and letting world-wide audience sees Taiwan!

Before being selected for the 78th Venice International Film Festival, Samsara episode 1. has already grabbed the Jury Award at SXSW and Best VR Story at the Cannes XR Competition. This futuristic VR experience teleports the audience onto a journey that spans millions of years. Samsara is a Sanskrit word meaning “ the world ”. In Buddhism, it means what we perceive as the world is actually an endless cycle of karma (cause and effect), a cycle of life, death and rebirth in the six realms of existence. In this fascinating VR work, the audience is reincarnated into the bodies of different persons and creatures, experiencing the universe in their new bodies and in search for the ultimate spiritual transcendence.

Samsara depicts an apocalyptical story in the near future where human greed has depleted the earth’s resource. Catastrophic wars to fight for resource resulted in global destruction. Finally, the remaining humans had to leave the Earth and go on a search in space for a new place to live.

Nevertheless, their desperate, long quest for a new homeland… could it be just a loop in space and time? The cycle of greedy domination and total destruction that then necessitates the search for a new home…. may have hopelessly repeated itself over and over again? The constant evolutionary process and so-called progress, without transformation in consciousness and spiritual advancement, is nothing more than a Möbius strip that leads nowhere, perhaps…?

Samsara is an experiment based on the theory of Embodied Cognition. Through interactivity and VR, the audience gets to live inside the bodies of different persons and creatures, experiencing their feelings from within. Perhaps It is when we can perceive the world in different bodies that we may truly appreciate the thoughts of others and empathize with them. An experience that will also help us better comprehend our own existence and learn to live in harmony with all.

Samsara explores a complex of deeply interconnected issues of ecology, technology, natural resource and war, etc. It's a story about a journey humans are forced to take on, after having destroyed the earth with nuclear disasters. The survivors seek a new planet, in the boundless, interstellar space, to carry on their lives. Gradually they evolve into a new life form artificially. Yet, many years passed and they’ve come to realize that they would never make it to the new planet they’ve been dreaming of. In fact, they have simply been returning to the Earth, in different life forms, time after time.

Director Huang applies the concepts of embodied cognition, offering a unique way to contemplate about the nature of life. As the audience are transported into different bodies each time, they gain a brand new perspective to experience the world views presented in Samsara.

Samsara was produced under the guidance of Taiwan Creative Content Agency (TAICCA) and Kaohsiung Film Archive VR(VR FILM LAB), it’s a sate-of-the-art VR production made 100% in Taiwan. In the VR experience, viewers are transformed into various kinds of animals to interact with the scenes, including species unique and indigenous to Taiwan, such as Taiwan Blue Magpie and Formosan Black Bear.

Samsara Ep.1 features the latest somatosensory technology, including 4D views shooting techniques by the Industrial Technology Research Institute and TAICCA. A digital shooting system comprised of a high-sensitivity 4 million-pixel, full-color CCD sensor and 48 4DV-EX-Z cameras made it possible for Samsara Ep.1 to be taken from an omnidirectional view and shot without any blind spots, creating the ultimate immersive experience.

THE STARRY SAND BEACH, directed by Hsin-Chien Huang and produced in cooperation with Lucid Reality (France) and Oready 瑞意創科 Oready Innovation Lab (Taiwan), is a scientific fairy tale about a unique ecological wonder in Taiwan and Japan, the shiny starry sand beaches. Foraminifera, from the Latin word “foramen” meaning hole, is a single-celled organism that builds a shell with multiple chambers which intercommunicate with one another through holes. On the Qimei Island, Taiwan and the Yaeyama Islands, Japan, beaches have been formed by a specific species of foraminifera with star-shaped shells made of calcium carbonate. Like the real stars in the legends, grains of the starry sand have also been preserving the earth’s memories for millions of years.

THE STARRY SAND BEACH is a real-time 3D interactive VR adventure into the natural and mythological landscape of the starry sand beaches on Qimei Island in Penghu Archipelago, Xing Sha Wan in Kenting National Park and Taketomi Island in the far south of Japan. The experience is full of aesthetically-amazing elements and enriched with cultural and religious significance like Shintoism in Japan. A beautiful, haunting legend tells the story of the starry sand…

The final winners will be presented at the award ceremony held on Sep11. With great anticipation and hopes, Hsin-Chien Huang is expected to bring home again the grand prize for Taiwan!

https://www.labiennale.org/en/news/selection-complete-works-venice-vr-expanded-0

#黃心健 #HsinChienHuang
#samsara #chalkroom
#LaCameraInsabbiata
#VeniceInternationalFilmFestival #VIFF
#Thestarrysandbeach
#LucidReality
#OreadyInnovationLab

ชอบไหม? เปิดตัวแล้ว The new 2021 Nissan Navara / Frontier (นิสสัน นาวาร่า / ฟรอนเทียรฺ) รุ่นปรับโฉมใหม่ พร้อมรุ่นพิเศษ Pro4X เริ่มจำหน่ายในไทย ธันวาคม 2020 นี้

YOKOHAMA, Japan – Nissan today unveiled the new Nissan Navara pickup*, that delivers an enhanced level of safety, comfort and driving pleasure, while continuing to bring durability, reliability and versatility.

The pickup, known as the Nissan Frontier in Mexico and South America, marks another milestone in the company’s Nissan NEXT transformation plan.

Over the many decades since the first Nissan pickup hit the road, the Nissan Navara has continued to accompany and empower customers in many facets of their lives.

Building on more than 80 years of Nissan pickup heritage, it stays true to the company’s belief in bringing advanced technologies to as many customers as possible.

A reliable partner for work or travel, the new Nissan Navara comes with many best-in-class technologies, including an array of Nissan Intelligent Mobility features and safety systems, making it the most advanced Navara yet.

“We packaged the new model with a full set of advanced technologies to ensure enhanced dynamic performance on- and off-road, as well as safety and comfort ushering in a new age of toughness, tech, and peace of mind,” said Ashwani Gupta, Nissan’s chief operating officer. “For our customers it means confidence, driving pleasure, practicality and pride of ownership.”

Among the Nissan Intelligent Mobility features that will be available across the global Navara and Frontier lineup is Intelligent Forward Collision Warning, which monitors the second vehicle ahead as well as the vehicle directly in front to reduce the risk of multi-car accidents. Intelligent Emergency Braking activates the brakes to avoid collisions, reducing the stress of driving in traffic or on busy streets.

Intelligent Around View Monitor uses four cameras to help drivers notice people and cars surrounding and approaching the vehicle, making it easier to parallel park or to position the vehicle when hitching to a trailer. New to the system is an off-road monitor, which checks surrounding obstacles at low speeds when in four-wheel drive mode.

The new model features* a strengthened rear axle, increased payload capacity, additional truck bed volume and a new integrated step in the rear bumper for easier access to the truck bed. A new steering rack has been adopted to enhance maneuverability at low speeds and steering response across the speed range.

It offers a quiet and comfortable ride thanks to significant decrease of vibration and improved noise isolation.

These new features make the vehicle the ultimate travel and worksite partner, prepared to take on new challenges while still offering optimal room, comfort, safety and ease of work.

The new model features an “unbreakable” design language. It introduces a new ruggedly bold, stylish exterior made for extreme elements.

“The new Navara has a very recognizable look, but it’s now more imposing thanks to its high command structure, new interlocking frame grille and new high-tech, squared C-shaped headlamps,” said Ken Lee, Nissan’s senior design director for pickups and frame SUVs.

or the first time for the Navara and Frontier, Nissan will offer the PRO-4X grade, a style package aimed at adventure lovers and travelers craving an escape from their daily routine. The PRO-4X grade comes with its own athletic look, with a black emblem, orange-accented front bumper, black grille, door handles, roof racks and running boards accented by 17-inch black wheels and all-terrain tires.

The new pickup goes on sale in December in Thailand, with other markets to follow later.

For this video, we went down to Ho Ho Chimek where they assembled a beautiful Bossam platter for me to devour. Ho Ho Chimek is an authentic Korean restaurant located in East Village that specialises in Korean Fried Chicken while also offering a host of other delectable Korean cuisine. For this challenge, I was offered a secret menu Bossam (Korean Pork Belly) option, together with Kimchi Fried Rice and Jajangmyeon Noodles, that were assembled beautifully onto my giant plate.

Bossam is a unique Korean style of eating involving boiled pork belly served with a number of condiments that you then wrap up in a lettuce leaf into a neat little package. For myself, I was given kimchi, garlic, Bibimbap sauce and spring onions. On its own, the pork was reminiscent of char siew, but slightly fattier and sweeter. Eaten with all the condiments in a wrap, the flavours truly complemented one another with the kimchi and garlic tempering the cloying flavour of the pork together with the satisfying crunch of the lettuce.

The Kimchi Fried Rice was topped with fried eggs and had the distinct tangy flavour from the kimchi juice added. It was specked with kimchi and chicken luncheon meat, with the meat adding a needed savoury dimension with each bite. The Jajangmyeon noodles, a noodle dish topped with a thick black bean sauce and bits of pork, was not overpowering in the slightest as is common for poorly done Jajangmyeon, with the unique black bean flavour and juicy chunks of pork.

This was an enjoyable challenge with a good bit of variety, although the unctuous pork became rather overwhelming towards the end especially with my refusal to eat it as a wrap. I also tried their famous Korean Fried Chicken which was extremely crispy and flavourful on the outside, while juicy inside. The soy-garlic marinade really shone through. Additionally, the Bossam is apparently not publicised because it is very difficult for the owner’s mother to create, although it is one of their best offerings.

Do visit Ho Ho Chimek to get your Korean cravings satisfied! They will be offering a slightly smaller version of this platter for $68 from this Friday onwards, with the addition of Tofu Stew, and aptly named “OPPA Zermatt’s Platter”.

Visit Ho Ho Chimek at:

East Village #01-45
430 Upper Changi Road
Singapore 487048

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ชมตัวจริงในงาน ขับทดสอบ All-New Toyota Corolla Cross 2020-2021 โตโยต้า โคโรลล่า ครอส Thailand Test Drive Event

All-New Corolla CROSS …A NEW JOURNEY has 5 unique selling points
1. Design
- A New Outstanding Journey – A New Journey … Reflecting state-of-the-art design
The exterior design uniquely stands out with its stylish and sporty feel yet unveils the sense of luxury in combination with toughness. The car comes with a power moonroof, roof rack, LED headlights and taillights, as well as 18-inch alloy wheels.
- A New Satisfying Journey – A New Journey … Offering ample space for all your needs
The design in the interior represents a seamless work of art with the new Terra Rossa red shade as the interior color, along with the addition of 7-inch Multi Information Display (MID).
2. Performance
- A New Energetic Journey – A New Journey … Showcasing the ultimate powertrain
The 1.8-inch hybrid engine with the most innovative 4th generation hybrid system has been completely developed so that the battery offers greater performance, endurance, and fuel efficiency, while preserving the exciting driving pleasure and superior power of acceleration. For the hybrid engine, the average fuel consumption is only 23.3 kilometer per liter, with the carbon dioxide emission of 98 grams per kilometer. On the other hand, for the gasoline engine, the average fuel consumption is 15.4 kilometer per liter, with the carbon dioxide emission of 150 grams per kilometer.
- A New Confident Journey – A New Journey … Having everything under control in all journeys
With Toyota New Global Architecture (TNGA) and the newly developed torsion beam, the suspension has been largely enhanced for better grip and smooth ride, while improving the balance while driving straight and cornering. All these features substantially help provide drivers with greater agility, confidence, and visibility.
3. Comfort
- A New Convenient Journey – A New Journey … Bringing sheer convenience to all your trips
The All-New Corolla CROSS offers a large luggage space with a maximum capacity of up to 487 liters. Besides, the cabin is distinguished by large doors that make it easy to get in and out, as well as the ample headroom that makes the occupants feel fresh and comfortable. The car also comes with Power Back Door with Activated Kick Sensor that allows greater convenience. Moreover, there are Power Adjustable Driver Seat, Dual-Zone Automatic Climate Control, Rear Seats can be reclined up to 6 degrees, Rear Seat Armrest with Cup Holders, along with Air Vents and USB Outlets for rear passengers.
4. Safety
- A New Protected Journey – A New Journey … Presenting superlative safety standard
The safety features and environmental performance of the All-New Corolla CROSS have been advanced based on the remarkable DNA of Corolla series to ensure driving confidence in all journeys with the world renowned Toyota Safety Sense, for example Pre-Collision System, Lane Departure Alert with Steering Assist, Dynamic Radar Cruise Control with Lane Tracing Assist, Automatic High Beam, as well as Panoramic View Monitor, Blind Spot Monitor, Rear CROSS Traffic Alert, and 7 SRS Airbags
5. Connection
- A New Connected Journey – A New Journey … Connecting all lifestyles for sheer confidence, safety, and worry-free experience
With the 9-inch touchscreen compatible with Apple CarPlay together with T-Connect, the vehicle offers flawless connection between itself and the driver, making the journey a moment of happiness and peace of mind, while ensuring that car maintenance will never be a difficult task.