Search
【$TWLO Q2’21 財報分析：沒有重大事件的一季，軟體銷售仍是未來發展的關鍵】
✍🏻 分析全文：https://gamma.to/notes/qNrj0wlUTVj0gGKnhPwL
#TWLO
#財報季
#今天第二篇
🔖 $TWLO Q2’21 的營收高出 Gamma 預測 4.1%。此較高的營收也使 non-GAAP EBIT 較我們預測來得更高。
🔖 而關於毛利 QoQ 季衰退的原因，我們推測主因是因為營收是更大程度地由 Twilio 傳統的傳訊 API (Communications API) 所帶動而致。(毛利較低）
🔖 營業支出特別是銷售與行銷支出上在這季成長的比營收還快，這個現象已經是該司在過去三年都有的狀況（除了 Q2’20 和 Q3’20），Twilio 正在持續透過激進的支出來最大化自身的成長。
#更多詳細的分析在全文
🌻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.
通膨憂慮讓市場擔心未來科技股的走勢
甚至有些人認為當前的泡沫遲早被戳破
ARK的Cathie Wood在之前受訪時就已經強調多次
今天又發了文章跟投資人傳達公司看法
產業的輪動對大盤來說是良好現象
緩衝了科技股的狂潮 也降低泡沫成分
下跌為ARK未來的高收益奠定基礎
也是近期又一直抄底的原因吧
目前ARK的前十大持股為
Tesla(TSLA)
Teladoc(TDOC)
Square(SQ)
Roku(ROKU)
Shopify(SHOP)
Twilio(TWLO)
Zoom(ZM)
Zillow(Z)
Coinbase(狂抄底COIN不遺餘力啊)
Exact Sciences(EXAS)
為什麼市場關注焦點從成長轉到到價值
主要原因為：
V型復甦下，使週期性股票的盈餘成長暫時優於高成長股
通膨和利率的上升，折現率提高與高成長估值回調
ARK認為這些短期因素造成的市場震盪會在下半年消除
因為V型復甦無法避免
但是不會一直持續下去
未來服務的需求會超過商品需求
供應鏈問題緩解
市場將會再度把眼光放到
能源與金融是受到當前週期性因素受惠最大的產業
未來在金融科技(包括數位錢包、區塊鏈和去中心化金融服務)
與電動車和自駕車的發展下
也是ARK認為創新衝擊科技最大的領域
以一個更長期的週期來看
這些創新科技可以創造更多的價值和生產力
圖片來源：異界番茄
主持：Daniel Ho，Niccolo Luk
支持美股研究室，請加入Patreon成為會員:
https://www.patreon.com/usstocklab
FPS 轉數快: 94681803
Patreon賬戶：https://www.patreon.com/hkpeanut
HONG KONG INTERNET RADIO LIMITED
支票/銀行過數
轉賬至滙豐銀行 023-280233-838，抬頭 HONG KONG INTERNET RADIO LIMITED
PayPal 付款賬號: hkangrypeanut@gmail.com
FB專頁: https://www.facebook.com/hkpeanuts/
主持：Daniel Ho，Perry Tsoi，Niccolo Luk；嘉賓：商業系統顧問 - Alex Lee)
FPS 轉數快: 94681803
Patreon賬戶：https://www.patreon.com/hkpeanut
HONG KONG INTERNET RADIO LIMITED
支票/銀行過數
轉賬至滙豐銀行 023-280233-838，抬頭 HONG KONG INTERNET RADIO LIMITED
花生網頁: www.hkpeanuts.com
PayPal 付款賬號: hkangrypeanut@gmail.com
FB專頁: https://www.facebook.com/hkpeanuts/
Support the stream: https://streamlabs.com/まりおねっと色々ちゃんねるん まりおねっと色々ちゃんねるん
＃傀儡生 ＃Vtuber
Twitter @xuBtEd7OzJKdhFL
https://twitter.com/xuBtEd7OzJKdhFL?lang=ja
ファンBOX登録お願いします
https://www.pixiv.net/fanbox/creator/35831322
ファンティア
https://fantia.jp/fanclubs/10383
ボイスチャンネル登録お願いします。
https://www.youtube.com/channel/UCqRDixCroGDQM_L_V4V9SqA
＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝
初見さん・常連さん問わず気軽コメントして頂けると嬉しいです。
コメントは挨拶から入っていただけると助かります。
質疑歓迎ですが返しずらいコメントはスルーさせていただきます
できる限り返させるように頑張ります。
ちょっとでも面白いと思ったらチャンネル登録お願いします。
【生放送のルール】
誹謗・中傷・過度な下ネタ・過度な過激な言動・過度な宣伝
政治ネタNG 脱線しすぎる内容 など見ている方が不快になるコメントなどは最初だけ注意します、その後続くようなら対処します。
・配慮のないコメント
・課金の煽りなどはおやめください視聴者さん同士でも煽りはおやめください。
・誹謗中傷、および人が嫌がること言動はNG
・親しき中にも礼儀
・過度な下ネタ、過度な卑猥な発言
海外の方も気軽にコメントしていただけると嬉しいです
Google翻訳を使って調べながらになってしまうので返信が遅れてしまうことが
あります、申し訳ありません。
コラボや企画、お仕事などはTwitterのDMにお願いいたします。
ボイスねっとん！！
https://www.youtube.com/channel/UCqRDixCroGDQM_L_V4V9SqA
https://www.youtube.com/channel/UCxQqPrDzS7v8AKWJTiXci2g?disable_polymer=true
小説
https://ncode.syosetu.com/n8418em/
Thank you for watching.
I am happy if you can comment casually whether Mr. Hatsumi and regulars.
Although I am welcoming questions, I will throw through comments
I will do my best to return as much as possible.
I would be happy if you would like to comment overseas as well
It will be delayed as the reply will be checked using Google translation
There is no excuse.
If you think that it is a little interesting, please register your channel.
【Rules of live broadcast】
Comments such as slander · slander · excessive down-speech · excessive publicity, etc. making it uncomfortable for those looking
· Unconscious comments
· Those who react to insult
(Basic, Through please)
If it is severe it will block etc.
＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝
チャンネル登録よろしくお願いします
youtube声優です。
Voice actor
Acteur vocal
Sprecher
twlo 在 #twlo - YouTube 的必吃
TWILIO Stock - Is Now a Good Time to Buy $TWLO? Lesson on Shot Selection! Be Patient and Wait. Centered Trading. Centered Trading. •. 50 views 2 months ago. ... <看更多>