🌻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.
hard carry意思 在 [分享][ GOT7 ] Hard Carry 中譯歌詞- 看板JYPnation 的必吃
(Source–Korean: Naver / Melon，English & Chinese: JYP Entertainment)
(應援詞ver.1: JYP Entertainment)
*網路超卡，但已將應援詞加上~
()表示時間在歌詞之前/之後，否則就是重疊一起喊~ []是備註空耳，表示韓文音
(粉紫色是可以跟但是很需要肺活量XD)
韓文歌詞一出立刻嘗試了中文翻譯~ (雖然翻得零零落落)
雖然JYP自帶中英日字幕但是好像有點小問題~
歌詞中暗色的部分是不太確定的意思 :")
等官方中文歌詞出來這篇可能就更改或刪除囉~
在文末附上「Hard Carry」一詞的相關資訊
如果有什麼問題請指教~ 謝謝大家
GOT7 - Hard Carry
詞/earattack, Yoo Geun
曲/earattack, Yoo Geun, Lish
編曲/earattack, Lish
-------------------------------------------------
(0:00~0:09) (尖叫~)
(All) Hard carry吧！(Woh) (JB Mark Jackson 朴珍榮)
Hard carry吧！(崔榮宰 BamBam 金有謙 GOT7)
(Jackson) Welcome to my world
Let's do this
話題製造機 I'm so ill
走到哪裡氛圍都Go higher
飛機外面實在吵雜又狂熱 [誇唷]
(BamBam) 我的問候/作為 Everybody knows it
但是依然不飽足 Hungry
什麼事都打不倒我！
用一個詞說 這就叫作霸氣 [胚gi]
(JB) (尖叫) 我一旦出現 遊戲就全部完封
想要的全部都能擁有
怎麼獨領風潮 我都知道
我今天也 Hard carry[嘿]
(珍榮) Let's fly again, fly again fly again
I got this right
不要擔心明天
今天我就只hard carry你 (GOT7)
(All) Hard carry吧！ (GOT7 x8)
Let it flow let it flow now
搖晃、震盪之後再放下，Hard carry吧
(All) Hard carry吧！ (JB Mark Jackson朴珍榮 崔榮宰 BamBam 金有謙 GOT7)
Let it flow let it flow now
搖晃、震盪之後再放下，Hard carry吧
(Mark) 在遊戲中我從未輸過 [喔p搜]
每次都可以預見結局，滿懷熱情 [農m戳]
泡沫有點朦朧虛浮(雖然我們有點自我膨脹/稚氣未脫)
但玩起來我們從未輸過
我們是高超的賭徒 [Gambler]
(有謙) 把氣氛、密碼、ID都儲存好 [password] [仇長]
今天也很多人叫上我
舞台結束後再次踏上飛機
沒有比雲朵更舒適的床了
(JB) (尖叫) 我一旦出現 遊戲就全部完封
想要的全部都能擁有
怎麼獨領風潮 我都知道
我今天也 Hard carry[嘿]
(榮宰) Let's fly again, fly again fly again
I got this right
不要擔心明天
今天我就只hard carry你 (GOT7)
(All) Hard carry吧！ (GOT7 x8)
Let it flow let it flow now
搖晃、震盪之後再放下，Hard carry吧
(All) Hard carry吧！ (JB Mark Jackson朴珍榮 崔榮宰 BamBam 金有謙 GOT7)
Let it flow let it flow now
搖晃、震盪之後再放下，Hard carry吧
(珍榮) (尖叫) If you wanna get this
就一如往常的做吧
其他什麼都不必顧慮
一切順其自然
(榮宰) 成為黑夜中最閃亮的光芒
(尖叫)(I just wanna blow your mind)
I just wanna show my mind (GOT7)
(All) Hard carry吧！x7 (GOT7 x7)
(Mark) Hard carry吧！
(2:51~) Hard carry吧！x3 Hard carry嘿 x3
(3:00~) Hard carry吧！x4 (JB Mark Jackson朴珍榮 崔榮宰 BamBam 金有謙 GOT7)
-------------------------------------------------
Hard Carry是出自遊戲，可以概略的理解成"實力超強的主力" 最後可以完封全場
在網路上找了一些關於Hard Carry意思的相關資訊：
Core-Carry : 核心Carry角，簡稱"核C"。這種角色需要入手"核心裝備 (Core-item)"才
能表現出威力/效果 ，因金錢方面因素也可指"後期角"。而入手核心裝備後這些角色往往
又可帶動隊伍、引領隊友贏得團戰故又稱作"主力"。
https://forum.gamer.com.tw/Co.php?bsn=19142&sn=1531
在LOL裡面的話，算是後期的核心英雄(carry)
通常比其他的角色來的壯 裝上配備有很強的殺傷力
在對戰一開始需要別人帶他 到對戰後期才會展現他的優勢
https://lineq.tw/q/7862838
核心(Carry)隨著遊戲進行將會提升最多能力，因此成為遊戲後期隊伍的核心英雄，負責
獲得最終的勝利，「核心」一詞亦由此而來。當遊戲後期有了可觀的等級和金錢時，相較
於其他英雄，核心變得極度強力。
典型的核心遊戲早期乏力，然而在後期必須相當強；因此物品是他們不可或缺的一部份。
絕大多數的核心都依靠(通常有技能加強的)普通攻擊征服敵方。核心的移動速度都偏快。
很多硬核心（hard carry） 那些極度需要裝備(也受益於裝備最多)的核心
需要持續農個 30 到 40 分。除非他們能不遭遇危險
https://dota2.gamepedia.com/Role/zh-hant#.E6.A0.B8.E5.BF.83
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