關於 microsoft ceo on iphone ，我們在網路上蒐集到這些相關的討論、資訊與評價

這篇專訪，由微軟 CEO 說明 Windows 11。
　
原來 Windows 11 可以跑 Android app，目前是經由 Amazon Appstore。技術上已經做到，但 Google 沒讓他們連。
　
Windows 11 想要成為你可以 run 任何東西、連接任何東西的數位核心，這個策略是其他家如 Google / Apple 都沒有的，但整合會不會成功，就很難說。
　
裡面記者問了一題蠻不錯，就是你們可以 run Android 了，但跟 iPhone 的整合性呢？
　
CEO 蠻會講話的，他說，我們當然很希望讓各種不同的裝置都能跟我們連結，也希望他們的相關軟體在我們這裡跑很好（指 iTunes 等)。我們也盡最大的努力。而我們同時也努力讓自己的產品在 iPhone 上跑得很好（指 Office）。
　
基本上這句就是講得很漂亮，但事實是，Apple 的護城河還是在。記者也提到了一些目前 Apple 纏身的訴訟。
　
- Windows 11: Microsoft CEO Satya Nadella on the New ‘Start’ of the PC (Exclusive)
https://on.wsj.com/3qqcAun

🌻好文分享
現在科技股, 尤其是尖牙股(FAANG), 飆得讓人怕怕. 尤其今天盤後公布財報的Microsoft(MSFT), 還有上週公佈財報的Netflix(NFLX), 在盤後都跌了一下.

該怎麼辦呢? 這段話覺得挺好. 供參:
“ Many active investors justify the valuations of technology giants by using huge revenue trajectories over decade-plus timelines and focusing on the cost and competitive benefits of achieving dominant scale. This low interest rate environment further helps them defend premium valuations. I think your investment philosophy will dictate your comfort with that approach. Philosophical differences aside, I believe investors in those companies fail to recognize that the widespread popularity of these stocks may undermine the long-term success of the investments. Most alpha (return above a benchmark) from information technology stocks comes from multiple re-rating. An already well-liked stock has little room for an upward rerating, but plenty of downside risk if the company disappoints. Widely favored stocks carry with them substantial mis-execution risk that investors often overlook.”

文字來源:
https://www.causewaycap.com/insight/value-opportunities-in-technology/
(這整篇文章我納入我的blog, 也劃了重點. 值得一看. 連結在下. 也有提到怎麼從這次的疫情中尋找投資機會. 若有地方看不懂, 可以使用google translator, 或是問我.)
https://makingsenseofusastocks.blogspot.com/2020/07/a-value-investor-uncovers-opportunities.html

🌻投資idea
今天盤後Chipotle(CMG)發表財報了. 新聞連結:
https://www.cnbc.com/2020/07/22/chipotle-mexican-grill-cmg-q2-2020-earnings.html

App排名很前面的餐飲業可以研究(連結如下). 之前經過一家速食店, 有至少一個多小時, 外送的車道都很長. Lockdown每天煮飯真的是會瘋掉.
See the top 50 most popular iPhone food & drink mobile apps in Apple App Store in United States based on App Store ranking.
https://www.similarweb.com/apps/top/apple/store-rank/us/food-and-drink/top-free/iphone/

🌻投資idea
折扣零售店的新聞最近常常看到. Ollie Bargain Outlets (OLLI)
這家可以研究. 之前CEO在Thanksgiving突然去世, 換了CEO, 而之前公司也因為拓展太快, 出了點問題. 不過這些都不是大問題. 但要確定高層是否言行一致. 提供一新聞連結給您做研究的起頭:
https://finance.yahoo.com/news/ollies-bargain-issues-q2-view-114711935.html

另一家可研究的折扣零售店是Dollar General (DG).

🌻未來投資idea
記得從書上看過, ARM Holdings是一家很好的公司(希望還是沒變). 到時候若真的上市, 可研究/投資:

彌補願景基金虧損！軟銀打算賣掉ARM，或在明年內上市:
https://www.bnext.com.tw/article/58461/arm-softbank-vision-fund-ipo

🌻婚姻. 友情.
昨天Snap發表財報了. 每次聽到這家公司, 都忍不住想起了CEO漂亮的太太Miranda Kerr(米蘭達凱爾).

當股友說, 這次CEO的發言讓他有點改觀, 我在想, 是不是Miranda有幫夫運呢?

她跟前夫Orlando Bloom離婚的原因? ‘We weren’t bringing out the best in each other(我們沒有讓對方變的更好)’. 所以可能她幫Snap CEO激發了潛能?
-->所以夫妻間真的要互相幫忙成長. 朋友間也是如此. 您認為呢?

https://www.marieclaire.co.uk/entertainment/people/miranda-kerr-orlando-bloom-divorce-535651

Picture出處:
https://www.msn.com/en-au/entertainment/other/evan-spiegel-admires-how-wife-miranda-kerr-co-parents-with-ex-orlando-bloom/ar-BB16Kefi

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