🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
同時也有481部Youtube影片,追蹤數超過15萬的網紅Gina music,也在其Youtube影片中提到,Don't forget to turn on the bell icon for future uploads 🔔✔️ 西洋音樂愛好者✨這裡不會有冗長的介紹文卻是個讓你挖歌的好地方😎 追蹤Gina music社群挖掘更多音樂🌹 facebook👉 https://www.facebook.com...
「getting over it download」的推薦目錄:
- 關於getting over it download 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於getting over it download 在 Apple Daily - English Edition Facebook 的最佳貼文
- 關於getting over it download 在 Milton Goh Blog and Sermon Notes Facebook 的最佳解答
- 關於getting over it download 在 Gina music Youtube 的精選貼文
- 關於getting over it download 在 Chloe Ting Youtube 的最佳解答
- 關於getting over it download 在 Joanna Soh Official Youtube 的最佳貼文
- 關於getting over it download 在 HOW TO DOWNLOAD GETTING OVER IT IN PC 2022 的評價
getting over it download 在 Apple Daily - English Edition Facebook 的最佳貼文
#Opinion by Wan Sze-zit 尹思哲|"Thanks to computers...high-tech enterprises have in hand everything exceptionally important for humans such as speeches, whereabouts and privacy...It seems to be inevitable for service providers to stand guard over their own interests at the expense of their customers’ interests..."
Read more: https://bit.ly/2SKW2jJ
"拜電腦所賜,今天打從言論、行踪以至隱私,一切人類至關重要的自由,此刻都牢牢握在科技公司手裡。...基於自身利益的考慮,對個別用戶或內容動手,在政商世界似是必然。"
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getting over it download 在 Milton Goh Blog and Sermon Notes Facebook 的最佳解答
Phew, I just finished the 2020 sermon notes eBook today. Many of you have been asking when it will be ready, and I'm glad to say that it is now ready and available!
For a limited time only, you can get All My Sermon Notes eBooks, which is a bundle of 7 eBooks (2014 - 2020 sermon notes), for just US$39 which is an awesome 50% discount! Get it here:
https://www.miltongoh.net/store/p16/milton-goh-sermon-notes-ebooks.html
Some people don't buy any sermons because of 'choice paralysis'. There's so many messages to choose from, but they don't know which one they want to get. Even if they bought all the sermons, few people have the time to watch more than 300 hours worth of sermons to see which messages they like.
If you were to buy each sermon at $10, you'd have to spend more than $3000 to get all the sermons in this collection.
Get all my 2014, 2015, 2016, 2017, 2018, 2019, and 2020 sermon notes in a downloadable and printable eBook format for only US$39 (limited time sale price). That's 7 books in total!
They were meticulously compiled and they are the precious fruit of many hundreds of hours of work since 2014. If you knew exactly how much work and heart went into it, you would say that it's too reasonably priced!
These sermon notes eBooks are easy to read. You can finish reading the points of each sermon in under 10 mins. They can act as a catalogue for you to browse through the sermons and see which ones you want to purchase. After reading the points, you may want to buy the sermon so you can hear exactly how the point was delivered by the speaker.
You can enjoy these sermon notes eBooks even without internet connection and if you're like me who likes reading physical books, you can print them out and even make your own annotations on them during your personal Bible study time with God.
You will also receive the subsequent years' sermon notes eBooks whenever it is ready... so that means 2021, 2022, 2023, and so on!
If you have purchased this product before, you can claim the 2020 sermon notes eBook by replying to this email with a screenshot of your order confirmation email showing your purchase. I will then send you a link to download the eBook.
Testimonial about Milton's sermon notes:
"Milton Goh my brother, your insight on Grace has set me free from 20 yrs of addiction. I was a 7 time felon but by the GRACE of God I am now an ordained minister. Here is some of my story: I was saved in Dec 2016 and started evangelizing in July of 2017 as soon as I was released. My ministry has led over 800 to Jesus. I go to jails, rehabs, homeless shelters plus numerous churches! Your notes and sermons allowed me to find rest in Jesus. I was getting tired trying to perform what I thought God needed from me. You have made me realize it's 100% the CROSS and now I go constantly for Jesus but never get tired. Thanks for your wisdom and love for Jesus. May God bless you and your family!"
- Michael from Cumberland, Kentucky, USA
"Very encouraging simplified sermons. Needed it especially when I cannot attend church due to family commitments. They heighten my knowledge of God. God is good all the time! Thanks for sharing this Milton. May the Lord bless you."
- Nicole Ng, Singapore
"I write with heartfelt thanks to the man of God (Milton Goh) for having developed the idea of giving a chance to a people you didn't know but thought that they needed this wonderful and amazing message of GRACE. Indeed I Moreen (Ugandan) plus my other fellow brethren from different countries and continents are being blessed. Our hopes are raised high, the guilt and condemnation disappear, our fears and insecurities go despite the surrounding circumstances when we reach out to your blog."
- Mukyala Moreen, Uganda
"Hi Mr. Milton Goh, first of all I would like to say “Praise God and thank you so much Mr. Milton. You are such an answered prayer for me. I was really blessed by your blog. It opened my mind to the reality that there is still more than I can do for my Savior. Your blog melted my heart so much for God and pushed me to desire Jesus more. Your powerful notes anointed by the Lord through the Holy Spirit that you have shared will greatly help me for the expansion and growth of my ministry as well as my relationship with my God. I pray that God will continue to use you to inspire, motivate and uplift dying souls. I pray and I believe some day in the future I will be given a chance to encounter a (real encounter) with a servant of Jesus like you. Be richly blessed by God Mr. Milton and your family as well."
- Christine from Makati City, Philippines
"Yours are the best I have ever seen! They should be the official church sermon notes! ... I need to share again. This is written by a young man at NCC Pastor Prince epic amazing sermon notes! This should be in an official publication, it's so professional...! I love your sermon notes! Would like to eventually meet you and give you a gift!"
- Michelle from New York City, USA
Click the following link to buy "All My Sermon Notes eBooks" now and enjoy the 50% discount while it lasts: https://www.miltongoh.net/store/p16/milton-goh-sermon-notes-ebooks.html
getting over it download 在 Gina music Youtube 的精選貼文
Don't forget to turn on the bell icon for future uploads 🔔✔️
西洋音樂愛好者✨這裡不會有冗長的介紹文卻是個讓你挖歌的好地方😎
追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
instagram👉https://www.instagram.com/ginamusic_yujia/
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC
kkbox👉https://www.kkbox.com/tw/tc/profile/GqICYlKUZnCZyC0RO7
🌺贊助GINA讓頻道走得更長久•̀.̫•́✧
Donate and support my channel👉https://p.opay.tw/WSwM8
想讓更多人認識你的聲音嗎?歡迎投稿😎
Submit your music 👉ginamusictaiwan@gmail.com
For business inquiries about copyright issues, photos and song submissions,
please contact👉 https://www.facebook.com/Ginamusicland
____________________________________________________
Social Media:
▶ Download / Stream link : https://presave.io/t/maze
👑Mike Perry
https://instagram.com/mikeperrymusic
https://facebook.com/mikeperrysweden
👑Mangoo
https://instagram.com/mangoo
https://youtube.com/c/mangoomusic
https://facebook.com/MangooDj
---------------------------------------------------------------------------
Lyrics:
If you’re ever running round in circles
每當你陷入一場徒勞無謂的掙扎
I will leave a light on till you’re home
我會始終留著盞燈等你歸家為止
Whenever it’s getting hard to breathe
每當承受之重令你難以喘息
Remember you’re not alone
請記住 你並不是一個人
Oh, I will promise you
我敢對你發誓
That you’re gonna be alright, be alright
你一定會安然無恙
Oh, I will guide you through
讓我來引領著你
Through the darkest times
走過這段最低潮的時刻
Don’t be afraid
不要膽怯
Just close your eyes
閉上雙眼
I am waiting on the other side
我在另一邊為你守候
Put your hand on my shoulder
將你的手搭放在我的肩上
I’ll be here till it’s over
我會在這裡陪你到底
We’ll find a way out of the maze tonight
今晚 我們就將找到離開迷宮的出路
We’ll find a way out of the maze tonight
今晚 我們就將找到離開迷宮的出路
Put your hand on my shoulder
伸出你的手搭在我的肩膀
I’ll be here till it’s over
我在這裡陪你等一切終結
We’ll find a way out of the maze
我們終將找到迷宮的出口
When it feels like rain just keep on pouring
當你感覺傾盆大雨一直下不停
I will help you wash away the blue
那麼我來幫你洗淨所有陰霾
If you need a shelter in the cold
若是你需要一間嚴寒之中的庇護所
Remember I’m here for you
請記得我是為你而來 因你而在
Don’t be afraid
別害怕
Just close your eyes
閉上你的眼睛
I am waiting on the other side
我在另一邊等著你回來
Put your hand on my shoulder
伸出你的手 搭在我的肩上
I’ll be here till it’s over
我會在這裡陪你等一切終結
We’ll find a way out of the maze tonight
今晚 我們就將找到離開迷宮的出路
Put your hand on my shoulder
伸出你的手 搭在我的肩上
I’ll be here till it’s over
我會在這裡陪你到底
We’ll find a way out of the maze
我們終將找到迷宮的出口
Don’t be afraid
別害怕
Just close your eyes
只要閉上雙眼
I am waiting on the other side
我在另一邊為你守候
Put your hand on my shoulder
把手搭在我的肩膀上
I’ll be here till it’s over
我在這裡陪你到底
We’ll find a way out of the maze tonight
今晚 我們就將找到離開迷宮的出路
歌詞翻譯 : donanobispacem
#mikeperry #maze #mangoo #Lyrics #輕電音
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getting over it download 在 Chloe Ting Youtube 的最佳解答
15 Mins Legs and Booty workout with Dumbbells, that you can do with or without a resistance bands. Time to get fit if you have a set of dumbbells at home, feel free to use alternatives you can find at home if your just getting started.
✚ What weights should I use? Do I need dumbbells? How many reps?
Check out the FAQ section at the bottom of the schedule page:
https://www.chloeting.com/program/2021/get-fit-challenge.html
✚ Free Program Schedule
https://www.chloeting.com/program/2021/get-fit-challenge.html
Episode 1 - https://youtu.be/nnpwDoD6fyA
Episode 2 - https://youtu.be/Stxhth7HT_E
Episode 3 - https://youtu.be/mZM9Fimp2g8
Episode 4 - https://youtu.be/Ksui3Ui1o60
Episode 5 - June 30th
✚ Free Recipes
https://www.chloeting.com/recipes/
✚ Sponsor this channel
https://www.youtube.com/chloeting/join
Sub to my 2nd channel
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✚ My links
https://www.instagram.com/chloe_t/
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✚ Music by
Track: Coopex, EBEN, Sarah de Warren - Bad Dream
Music Provided by Magic Records
Listen To The Original: https://youtu.be/6xO-iMWhZjM
Free Download: https://fanlink.to/e6fS
Usage Policy: http://www.magicmusicLLC.com
Track: Tom Wilson - Run For Your Life (ft. M.I.M.E) [NCS Release]
Music provided by NoCopyrightSounds.
Watch:
Free Download / Stream: http://ncs.io/RunForYourLife
Track: RVPTR x GODMODE x YUNAY - Assassinate
Music Provided by Magic Records
Listen To The Original: https://youtu.be/jSBarA99frU
Free Download: https://fanlink.to/e2AT
Usage Policy: http://www.magicmusicLLC.com
Layto - Houdin
https://youtu.be/iMTPgmqK0Kg
Layto - Hate Me
https://youtu.be/fS4UEJyhUsw
#workouts #fitness #chloeting #chloetingchallenge #abs #homeworkouts
IMPORTANT DISCLAIMER: Some people may see my video titles as click-bait. YouTubers optimise their video's meta data for discovery due to how the algorithm is like. This isn't anything new. Most people who've been watching YouTube for years would understand this. If you're unhappy and get triggered by this, well, this channel isn't for you then. I’ve provided free workout schedules and programs since day 1 and have always optimised my meta data as such so that's not going to change.
Having said that, it doesn't mean the workout do not work. You will still see results by following a suitable program schedule, watching your diet, being in a deficit or surplus (based on your goals), doing exercises in good form, etc. These are all equally important factors. You're not going to get abs, grow a booty, grow biceps magically from 1 or 2 videos, in 1, 2, 3 or 4 weeks cause everyone is different. I've explain multiple times throughout videos throughout my channel over years that it takes time and lots of factors, so don't take a video title out of context. Targetting fat loss is not scientifically proven. Everyone is different and it takes time.
When doing any home workouts, do take precaution to exercise in a safe environment, and if you need help or you're not seeing results, I suggest seeing a health and fitness professional to give you tailored advice on your exercise form and dietary needs. I am not a medical professional and what I share on my channel are my views and what has worked for myself. Your health and safety is the utmost importance so find out what works for you.
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getting over it download 在 Joanna Soh Official Youtube 的最佳貼文
How to choose a smartwatch and utilize the function to improve your daily health and fitness management? Let me share with you in this video!
For more information about HUAWEI WATCH 3 Series: http://bit.ly/JoannaYT
#HUAWEIWatch3Series #HarmonyOS #eSIM #LongBatteryLife #PremiumSmartwatch #SportSmartwatch #StylishSmartwatch
I wear my smartwatch every single day! That's because I want to be able to track not just my workouts, but also my health all day long. The fact is, when we're able to gather more data and knowledge about our own body and how we are performing in each workout session, that will give you the motivation and discipline to stay consistent. This has really to stay on track all these years and see results.
If you are thinking of getting a smartwatch or perhaps you are looking to update your current one, then watch this video as I share with you some of the important features I will look out for when it comes to getting a smartwatch to track my health and fitness.
What are the most important features to you? Let me know in the comments below. =)
________________
Download My Fitness App & Get 25% Off All FIO Premium Plans: https://www.fiolife.com/go-premium/FIOWITHJO
SUBSCRIBE: http://bit.ly/SUBJoannaSoh | Follow my IG: https://instagram.com/joannasohofficial/
Weight Loss Tips: https://www.youtube.com/playlist?list=PLyP8pbBMxcsjSQjf_2V8ZJku_njMfh_Zm
Weight Loss Meal Plan & Recipes: https://www.youtube.com/playlist?list=PLyP8pbBMxcsiVZKn2idlOzVppEmkQuXBp
Abs & Core Workout: https://www.youtube.com/playlist?list=PLyP8pbBMxcsi0MwwHzR5tWUjphLt7vt5q
Crazy Workout Challenges: https://youtube.com/watch?v=g83v1m2P4_g&list=PLyP8pbBMxcsgw079OkBK0o-sjKzX4qE0Jm
________________
Record a video or take a picture of you doing the workout, tag me @JoannaSohOfficial #JSohActive
I'm a certified Personal Trainer (ACE), Women’s Fitness Specialist (NASM) and Nutrition Coach, with over 10 years of experience.
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How to Choose the Right Smartwatch to Track Your Fitness | Huawei Watch 3 Review | Joanna Soh
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