🌻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
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
同時也有11部Youtube影片,追蹤數超過3,370的網紅瘋查某尬英文,也在其Youtube影片中提到,YT Caption 更多的英文學習貼文:https://www.instagram.com/crazy_girl_english/ 這次的影片在最後加了一小段新聞擷取來讓大家練練聽力。👇🏻 是中文翻譯喔! 「5月17日,國營台灣電力公司因突然急遽上升的耗電量而於晚間8點50分開始,在台灣特定區...
「power shortage」的推薦目錄:
power shortage 在 TrendForce Facebook 的最佳解答
【Market Commentary】Despite multiple billions in investment here and there, the global chip shortage has yet to be mitigated, at least in the short term.
Although this shortage can be eased on a technical level by either design-porting from 200mm to 300mm or device-scaling from mature nodes to advanced nodes, it’s impossible to account for all possible product designs and device solutions.
With regards to Moore’s Law, the PPA (power, performance, and area) model works well for the mainstream logic ICs and commodity memory.
On the other hand, the industry still needs legacy devices to sustain the best spot of product reliability in power and signal integrity, especially in specialty IC segments.
power shortage 在 Apple Daily - English Edition Facebook 的最讚貼文
A nuclear power plant in Taiwan has been approved to resume operations after completing its annual maintenance, amid a shortage of power across the island.
Read more: https://bit.ly/340qbOH
台灣連日供電緊張,引發兩次大規模停電,其中一個原因是各主要發電廠為要迎接夏季供電高峯,均安排在這段時間停機維修,令到發電量減少。位於屏東縣的第三核能發電廠(核三廠)的1號機組完成43日的年度檢修,獲原能會迅速批准併聯網發電。
____________
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power shortage 在 瘋查某尬英文 Youtube 的精選貼文
YT Caption
更多的英文學習貼文:https://www.instagram.com/crazy_girl_english/
這次的影片在最後加了一小段新聞擷取來讓大家練練聽力。👇🏻 是中文翻譯喔!
「5月17日,國營台灣電力公司因突然急遽上升的耗電量而於晚間8點50分開始,在台灣特定區域實施停電措施。此次耗電量突增起因於在日益增加的國內新冠疫情案例下,大部分人選擇待在家中造成,而興達發電廠發電機的失靈更加劇了此次的停電狀況。緊急的電力配給措施被劃分為 C 區及 D區的範圍進行實施,而這場停電最終總計影響了66 萬戶家庭。此次停電最終於晚間9點40分結束,恢復正常供電。」
小查某複習區:
「停電」
power outage /power failure / power cut / blackout
The power went out.
The power is off.
「恢復供電」
The power is back on.
The power supply is recovered.
「缺水」
water shortage
drought
「停水」
water outage / water cut / water failure
The water supply is suspended
The water got cut off.
「恢復供水」
The water supply is restored.
🎈 其他主題影片:
「滾啦、走開啦」的英文:https://youtu.be/YnF5w7waukk
「我超忙的 / 這週忙翻了」的英文:https://youtu.be/TR4mGnnfXtw
國際職場的窘境:https://youtu.be/RodS_Yfph_Y
新聞擷取來自:
- https://focustaiwan.tw/society/202105170027
- https://www.taipeitimes.com/News/front/archives/2021/05/18/2003757590
#停水停電的英文
#時事英文
#要和IGTV告別了
#學英文
#瘋查某尬英文
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power shortage 在 Appleが大好きなんだよ Youtube 的精選貼文
ここ1週間のニュースのまとめです。公式にApple Musicの新サービスをほのめかしや、AirPods3の噂。5月下旬の新製品ベンチマークや納品時期など割とホットなニュースが出ています。
5月17日13時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱います。
<引用させていただいた記事>
9to5Mac
https://9to5mac.com/2021/05/16/lossless-audio-references-found-in-apple-music-web-app-as-company-teases-special-announcement/
https://9to5mac.com/2021/05/16/m1-ipad-pro-arrives-early/
https://9to5mac.com/2021/05/14/fda-magsafe-pacemaker/
https://9to5mac.com/2021/05/14/apples-chip-shortage-warning/
https://9to5mac.com/2021/05/13/sketchy-rumor-claims-apple-will-launch-airpods-3-on-may-18/
https://9to5mac.com/2021/05/13/mac-shipments-up-94-percent/
https://9to5mac.com/2021/05/12/m1-imac-benchmarks/
MacRumors
https://www.macrumors.com/2021/05/11/m1-ipad-pro-benchmarks/
https://www.macrumors.com/2021/05/16/apple-tv-4k-preparing-to-ship/
https://www.macrumors.com/2021/05/13/m1-ipad-pro-shipping-status/
https://www.macrumors.com/2021/05/14/apple-making-face-id-sensor-chip-smaller/
<関連動画>
2023iPhoneに独自5Gチップ?M1 iMacの壁紙がOS11.3で入手可!青いMacBook?など:Appleの1週間 噂とニュースまとめ・20210510
https://youtu.be/FqOWGqNbK_E
本日出た!iOS 14.5アップデートでマスク着用時にWatchでiPhoneロック解除!その他主要新機能もチェック・watch OS7.4も必要
https://youtu.be/dQRSgYgFpt0
macOS Big Sur 11.3 アップデートでHomePodステレオペアがSafari再生などにも対応したって!その他主要新機能もチェック
https://youtu.be/rTO_ZfFkvks
再生リスト:AirTag
https://youtube.com/playlist?list=PL1bNs6yZxdxnAqE4ZnwFKk7rzQGKzTBRB
再生リスト:2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro(Simフリー)
・iPhone 12 mini(Simフリー)
・iPadPro 11”(Simフリー)
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ&専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド)
Adobe Character Animator(アニメーション)
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#Apple
#ニュースと噂
#AppleMusic
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power shortage 在 Appleが大好きなんだよ Youtube 的最佳貼文
本日深夜の1時台にアップルがイベントの開催を正式に発表しました。新色以外の新製品は12月のAirPods Max以来です。4ヶ月沈黙していました。現地時間だと4月20日の午前10時となっています。
海外の記事などから噂やニュースをもとに予測されている新製品を取り急ぎまとめました。噂から可能性のあるものはたくさんあるようですが、今回のイベントで発表するかは謎のものもあります。
<引用させていただいた記事>
MacRumors
https://www.macrumors.com/2021/04/13/siri-apple-event-tuesday-april-20/
https://www.macrumors.com/2021/04/13/apple-event-april-23-announcement/
https://www.macrumors.com/2021/04/13/mini-led-ipad-pro-april-20-apple-event/
https://www.macrumors.com/2021/04/08/leaked-ipad-pro-triple-cameras-ipad-mini/
9to5Mac
https://9to5mac.com/2021/04/13/apple-april-event-ipad-confirmed/
https://9to5mac.com/2021/04/13/apple-april-event-roundup/
Cult of Mac
https://www.cultofmac.com/739107/ipad-mini-6-mockup-shows-edge-to-edge-screen-so-many-hope-for/
Macお宝鑑定団
http://www.macotakara.jp/blog/rumor/entry-40811.html
関連記事
Bloomberg
https://www.bloomberg.com/news/articles/2021-04-12/apple-facing-supply-shortage-of-upcoming-high-end-ipad-display
<関連動画>
月曜の動画
ついに新iPad Proが4月下旬!?も出荷台数少なめ?iPhone絶好調など・Appleの1週間 噂とニュースまとめ 2021年4月12日
https://youtu.be/1l6301TobzQ
先週の動画
iPhoneケース新色?にiOS14.5はもうすぐ?SEは今年無し?WWDC決定などAppleの1週間 噂とニュースまとめ20210406
https://youtu.be/ku-xhL8gZqU
AirPods 3は7-9月?新型iPad Pro/iMacの痕跡に、AirTag詳細?Appleの1週間 噂とニュースまとめ・20210329
https://youtu.be/a3E_oPjPZeA
えー!Appleイベント&新製品は4月説が浮上!iPad ProはThunderboltで4月から生産?AirPods 3は7から9月生産?などのまとめ・2021年3月18日
https://youtu.be/g86h_zVx5EA
先週のまとめ動画
AirPods 3が良さげ!3/23イベント?iPhone 13画面内Touch IDアリ?Appleの噂とニュース1週間まとめ 2021年3月15日
https://youtu.be/cB1AsDZ6IXo
3月にAppleシリコン新型「iMac 」出るのか?一部モデルが購入不可・M1?M1X?24インチ?
https://youtu.be/rFjYI2_XIBg
iPhone 13ノッチ縮小?画面内指紋認証の行方?ARコンタクトレンズ?Appleのニュースと噂1週間まとめ!2021年3月8日
https://youtu.be/2FFNudW4hvE
3月にAppleシリコン新型「iMac 」出るのか?一部モデルが購入不可・M1?M1X?24インチ?
https://youtu.be/rFjYI2_XIBg
MacBook Pro 14”16”は8月9月?SDスロット?iMacアルミ色物?Appleのニュースと噂1週間まとめ・2021年3月1日
https://youtu.be/hrWUh8Pyuug
iPhone 13は常時表示にポートレートビデオ?ここ1週間のAppleのニュースと噂・2021/2/15
https://youtu.be/PhlnoYJE7Us
「iPhone 12 miniがそれほど売れてないらしい」について考える・ちょっと寂しいけど分析
https://youtu.be/mr-001_SK3c
マスク装着時iPhoneをWatchでロック解除!などiPhone/Watchの嬉しいニュースと噂のまとめ 2021/2/03・iOS 14.5Betaや SE Plus/13など10日間
https://youtu.be/6uvvw1WrajY
心電図にiPad mini 6やiPhone画面内指紋認証!Appleの楽しみな噂続出!最近の噂とニュースまとめ・2021/1/22
https://youtu.be/iHCUJLq5zvI
Appleの忘れ物追跡タグ「AirTag」用とされるキーホルダーを入手し妄想満喫!エアタグの足音が聞こえる・いよいよ発売か?
https://youtu.be/CwmsFMrR0QI
2021年今年出そうなApple新製品!噂まとめ・iPad miniにAirTag、miniLED Macなど
https://youtu.be/aZS047foWcc
2020→2021 Appleへの期待・ハズレ製品もツッコミ所あるのも大歓迎!攻めた結果ならApple愛で受け止める
https://youtu.be/sAOtPbhTEEU
2020年Apple製品「買って良かった」ベスト10・1ユーザーとして気に入ったもの
https://youtu.be/p35BpxdT3J8
再生リスト:2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
再生リスト:気になるニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxnZBaYgoQqQgTHnaxGLsmGa
再生リスト:2020年Apple新製品
https://youtube.com/playlist?list=PL1bNs6yZxdxm
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro(Simフリー)
・iPhone 12 mini(Simフリー)
・iPadPro 11”(Simフリー)
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ&専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド)
Adobe Character Animator(アニメーション)
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#Appleイベント
#iPadPro
#4月21日午前2時
本編で使用した曲:Twin Musicomの「Italian Afternoon」はCreative Commons By Attribution License.(https://creativecommons.org/licenses/by/3.0/us/)によりライセンス付与されています。
アーティスト: http://www.twinmusicom.org/
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power shortage 在 Power Shortage Eased, Supply Remains Tight - Fitch Ratings 的相關結果
However, power supply shortages continued in the third quarter, and more than 20 provinces saw power rationing on the back of rising market ... ... <看更多>
power shortage 在 China power cuts: What is causing the country's blackouts? 的相關結果
Why has China been hit by power shortages? The country has in the past struggled to balance electricity supplies with demand, which has often ... ... <看更多>
power shortage 在 Power outage - Wikipedia 的相關結果
A power outage (also called a powercut, a power out, a power blackout, a power failure, a power loss, or a blackout) is the loss of the · There are many causes ... ... <看更多>