🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
同時也有150部Youtube影片,追蹤數超過46萬的網紅広瀬 ゆうちゅーぶ - Hirose Yu-tube 1st -,也在其Youtube影片中提到,続きの動画はTwitterで見てね(^^♪Please see the continuation of the video on Twitter :) →https://twitter.com/Yu_Hirose1212 🔓OnlyFans(えちえち動画&写真 Naughty videos&pho...
pull high 在 街頭健身教練 - M2.Mok HoYin Facebook 的最佳貼文
"引體太容易喇,負下重感受度大啲"
"Pull up is too easy for me"
"I should start weight pull up to gain more pulling strength."
When you think normal PULL UP are too easy/boring for you, and you want something different?
Honestly I seldom do weight pull up to aim strength.
Because there are lots more different variations to stimulate your back besides using weight for normal pull up.
Here are few of my favourite exercise❤️
With ONLY your bodyweight.
1️⃣ Open & close grip PULL UP
2️⃣ Archer PULL UP
3️⃣ Typewriter PULL UP
4️⃣ Wide supinated grip PULL UP
5️⃣ High / Explosive PULL UP
Gain muscle memory and control with different variations.
Unleash your BACK today!
"Control your body, not the weight"
#M2HK #街頭健身 #Tutorial
#FitnessHK #HKFitness
#StreetWorkout #Calisthenics #Firm
pull high 在 CheckCheckCin Facebook 的精選貼文
【運動要熱身】熱身時間因人而異
⭐夏天熱身時間可以短一點
⭐亦要視乎進行哪類運動而定
#星期一踢走BlueMonday
運動前熱身重點
不正確的運動方式容易造成運動創傷,熱身運動就是最常被忽略的一環;熱身能提升體溫、增加肌肉彈性及神經靈敏度,更可增加肌腱及靭帶的延展性,減少拉傷肌肉的可能。
何謂足夠的熱身運動?要視乎年紀、體質、天氣、運動強度而定,進行帶氧運動例如慢跑,需要的熱身時間相對短;如進行短期爆發且高強度的無氧運動,例如100米賽跑、籃球、欖球等,需要的熱身時間相對長,目的是令體溫上升、心跳頻率增加,達到輕微出汗的程度,令身體能盡快適應運動強度。然而熱身時間並非越長越好,如過度的話會造成體力下降或疲勞,影響運動效果。
簡易熱身運動推介:
👩🏻 頭頸
右手放在頭部左側,把頭輕輕往右面壓,讓右耳拉近肩膊,維持動作約15秒,換左手重覆動作。
💪🏻 上肢
舉高右手,屈曲並以指尖點着背部,左手將右手踭向左拉,令右肩有拉緊感覺,維持動作約15秒,左手重覆動作。
🦵🏻 下肢
動作一:前後腳站立,腳尖向前,腳跟著地,前腳屈曲,後腳拉直,上身保持垂直重心向下壓,令後腳小腿肌肉有拉扯感覺,維持動作約15秒,換另一隻腳重覆動作。
動作二:右腳向後屈起,以右手從後握着右腳腳掌,用點力向上拉,大腿保持伸直讓肌肉有拉扯感覺,可找扶手協助平衡,維持動作約15秒,左腳重覆動作。
留言或按讚👍🏻支持一下我們吧!❤️ 歡迎 Follow 我們獲得更多養生資訊。
Warm-up before exercising
Improper exercise forms and motions can cause injuries, and more often than not, it is due to the lack of warm-ups. Warming up can increase the body temperature, improve the elasticity of muscles and the sensitivity of nerve receptors, hence, reducing chances of injuries.
So, how long should a warm-up last? It depends on the individual’s age, body constitution, the weather, and the intensity of the sport. Aerobic exercises such as slow jog would require a shorter warm-up time.
On the other hand, anaerobic exercises that are of short length with high intensity such as 100m dash, basketball, and rugby warrants a longer warm-up. This is to increase the body temperature and heart rate and to help the body to sweat a little, so the body can get accustomed to the intensity more effectively.
Yet, it does not mean the more time you spend on warm-up, the better it is, because excessive warming up can reduce the stamina and cause exhaustion even before the actual sport takes place.
Some simple warm-ups:
💪🏻 Head and Neck
Place your right hand on the left side of your head and gently push your head towards the right side until the right ear is close to the shoulder. Keep the position for 15 seconds. Repeat with left hand on right side of head.
💪🏻Upper limbs
Raise your right hand and bend it downwards with finger tips touching your back. Use your left hand to pull your right elbow towards the left until you feel tightness on the right shoulder. Keep the position for 15 seconds. Repeat with left hand.
🦵🏻 Lower limbs
Action 1: Stand with one leg in front of the other, point the feet to the front, and make sure the ankles are on the ground. Bend the front leg and straighten the other. Keep the body straight and lower the center of gravity, so you can feel tension on the calves. Maintain the same position for 15 seconds and repeat the same process for the other feet.
Action 2: Bend the right leg backward and hold the feet with the right hand. Pull the leg upward as much as possible, but keep the thigh straight and make sure there is tension in the muscles. Use a handrail to stabilize the body, if necessary. Maintain the same position for 15 seconds and repeat the same process for the other feet.
Comment below or like 👍🏻 this post to support us. ❤️ Follow us for more healthy living tips.
#男 #女 #我狀態OK
pull high 在 広瀬 ゆうちゅーぶ - Hirose Yu-tube 1st - Youtube 的最讚貼文
続きの動画はTwitterで見てね(^^♪Please see the continuation of the video on Twitter :)
→https://twitter.com/Yu_Hirose1212
🔓OnlyFans(えちえち動画&写真 Naughty videos&photos)➡︎https://onlyfans.com/yu_hirose1212
📀ヤフオクDVD➡︎https://page.auctions.yahoo.co.jp/jp/auction/x787735165
✐ヤフオク出品リスト➡https://auctions.yahoo.co.jp/seller/vghap86532
📖広瀬ゆう グラビア写真集(Gravure photo book)
→https://ebookstore.sony.jp/item/LT000126078001028564/
→ https://www.amazon.co.jp/dp/B084BPRZHF/ref=sr_1_2?__mk_ja_JP=%E3%82%AB%E3%82%BF%E3%82%AB%E3%83%8A&keywords=%E5%BA%83%E7%80%AC%E3%83%A6%E3%82%A6&qid=1580455406&sr=8-2
🛫プライベート動画はコミュニティで観れます(Private videos will be seen in the community)
→https://camp-fire.jp/projects/view/195126
💻Amebaブログ(Ameba blog)
→ https://ameblo.jp/keiba100000000
🐤Twitter始めました!フォローよろしくです♡(I started Twitter! Following is Regards♡)
→https://twitter.com/Yu_Hirose1212
📩お問い合わせはコチラ。(Contact us here.)
→hirose_121212@yahoo.co.jp
🎁広瀬ゆうの欲しいものリスト(Yu Hirose's wish list)
→ http://amzn.asia/1GdyB88
視聴者さんからいただいたものは、大切に使用させていただきます(/・ω・)/💓
I will use what you receive from the viewer carefully (/・ω・)/💓
#広瀬ゆう#YuHirose
pull high 在 Meer Nash沙米尔 Youtube 的最佳貼文
THIS SONG IS A BOMB! BTS never disappoints ?
Follow me for more at:
Instagram - https://www.instagram.com/meernash/?hl=en
Twitter - https://mobile.twitter.com/MeerNash?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Tiktok - https://t.tiktok.com/i18n/share/user/6759021806563230722
Facebook - https://m.facebook.com/meernashMN/
Lyrics:
Smooth like butter
Like a criminal undercover
Gon' pop like trouble
Breakin' into your heart like that (ooh)
Cool shade, stunner
Yeah, I owe it all to my mother
Hot like summer
Yeah, I'm makin' you sweat like that (break it down)
Ooh, when I look in the mirror
I'll melt your heart into two
I got that superstar glow, so
Ooh (do the boogie, like)
Side step, right, left to my beat
High like the moon, rock with me, baby
Know that I got that heat
Let me show you 'cause talk is cheap
Side step, right, left to my beat
Get it, let it roll
Smooth like butter
Pull you in like no other
Don't need no Usher
To remind me you got it bad
Ain't no other
That can sweep you up like a robber
Straight up, I got ya
Makin' you fall like that (break it down)
Ooh, when I look in the mirror
I'll melt your heart into two
I got that superstar glow, so
Ooh (do the boogie, like)
Side step, right, left to my beat
High like the moon, rock with me, baby
Know that I got that heat
Let me show you 'cause talk is cheap
Side step, right, left to my beat
Get it, let it roll
Get it, let it roll
Get it, let it roll
Ice on my wrist, I'm that nice guy
Got that right body and that right mind
Rollin' up to party, got the right vibe
Smooth like (butter) hate us (love us)
Fresh, boy, pull up and we lay low
All the playas get movin' when the bass low
Got ARMY right behind us when we say so
Let's go
Side step, right, left to my beat (right, left to my beat)
High like the moon, rock with me, baby
Know that I got that heat
Let me show you 'cause talk is cheap (you know that talk is cheap)
Side step, right, left to my beat
Get it, let it roll
Smooth like (butter) cool shade (stunner)
And you know we don't stop
Hot like (summer) ain't no (bummer)
You'll be like, "Oh my God"
We gon' make you rock and you say (yeah)
We gon' make you bounce and you say (yeah)
Hotter? Sweeter! Cooler? Butter!
Get it, let it roll
pull high 在 ROMI Youtube 的最讚貼文
Music and Lyrics - ROMI
Merch - https://teespring.com/stores/romixmusic-merch
HelloROMIX iTunes - https://apple.co/3uGZ0na
HelloROMIX Spotify - https://spoti.fi/3uLMJ0R
ROMIX iTunes - https://apple.co/2OG5Slo
Spotify - https://spoti.fi/3dXky8d
Line Music - https://goo.gl/9PhFxv
Become my PATRON to support me every time I post music^^
🌛Patreon - https://www.patreon.com/romixmusic
全楽器自分でレコディングとミックスしてます。
All instruments were recorded by me!
Big Thanks to all my Patrons!
Kole Dillard, Michel-Georges Najarian, CJ Mclean , Kottosan.
Follow me on
🌛Patreon - https://www.patreon.com/romixmusic
🌛YouTube - https://www.youtube.com/channel/UCiaoKn9QpG2dHv4tg0jBKuA
🌛Instagram - https://www.instagram.com/romixpix/
🌛Twitter - https://twitter.com/RomixMusic
🌛Facebook - https://www.facebook.com/ROMIxMUSICxOFFICIAL/
Wake up and turn around. The wind punches your face, and the shadow blows away.
What's left? Are the question, and I'm about to find that out.
Sit down, look up at the sky. Hanging Invisible strings and pull
You fly to the sky, far away, where I can't reach.
There's a darkness lurking in me (Bang bang, send them to the sky)
Pulled the trigger by your fingertip-never-ending screaming.
Wide scenery that shines. Only one thing in front of you.
The excitement is causing me to burn.
Crumbling bond in me, but let me touch.
Ending fleeting wish clenching my hand and SMASH it!!!
What kind of character are you? You don't withdraw and keep moving forward.
Damage, High tension, Dangerous. I shot then, bye-bye.
Here we go again for an endless fight. You've taken so many of my lives.
No turning back, Never back down. I want to feel the glory.
The moment you devour your darkness. (bang bang, send them to space)
Where you Music and Lyrics - ROMI
Merch - https://teespring.com/stores/romixmusic-merch
iTunes - https://music.apple.com/jp/artist/romix/1292782180?l=en
Spotify - https://open.spotify.com/artist/5XsKN9R8YkEAdMcbkrpooG?si=dO2-yohLRjadK0tlhKKCpg
Line Music - https://goo.gl/9PhFxv
Become my PATRON to support me every time I post music^^
🌛Patreon - https://www.patreon.com/romixmusic
全楽器自分でレコディングとミックスしてます。
All instruments were recorded by me!
Big Thanks to all my Patrons!
Kole Dillard, Michel-Georges Najarian, CJ Mclean , Kottosan.
Follow me on
🌛Patreon - https://www.patreon.com/romixmusic
🌛YouTube - https://www.youtube.com/channel/UCiaoKn9QpG2dHv4tg0jBKuA
🌛Instagram - https://www.instagram.com/romixpix/
🌛Twitter - https://twitter.com/RomixMusic
🌛Facebook - https://www.facebook.com/ROMIxMUSICxOFFICIAL/
Wake up and turn around. The wind punches your face, and the shadow blows away.
What's left? Are the question, and I'm about to find that out.
Sit down, look up at the sky. Hanging Invisible strings and pull
You fly to the sky, far away, where I can't reach.
There's a darkness lurking in me (Bang bang, send them to the sky)
Pulled the trigger by your fingertip-never-ending screaming.
Wide scenery that shines. Only one thing in front of you.
The excitement is causing me to burn.
Crumbling bond in me, but let me touch.
Ending fleeting wish clenching my hand and SMASH it!!!
What kind of character are you? You don't withdraw and keep moving forward.
Damage, High tension, Dangerous. I shot then, bye-bye.
Here we go again for an endless fight. You've taken so many of my lives.
No turning back, Never back down. I want to feel the glory.
The moment you devour your darkness. (bang bang, send them to space)
Where do you use your fist for? Overflowing rage.
Wide scenery that shines. Only one thing in front of you.
The excitement is causing me to burn.
Crumbling bond in me, but let me touch.
Ending fleeting wish clenching my hand
Wide scenery that shines. Only one thing in front of you.
The excitement is causing me to burn.
I want the glory that was born during the conflict.
Wildly holding me sane. Raising my painted hand up.
I'll be the last one standing. Keep fighting and howling.