🌻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1部Youtube影片,追蹤數超過2,530的網紅阿煙,也在其Youtube影片中提到,第一次做這類型的影片,我不是很專業的創作者 如果有什麼不對的地方麻煩大家多多體諒指教,謝謝...
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unity ads 在 寫點科普 Facebook 的精選貼文
這次網站掛掉我也感到很驚慌,很不好意思突然間資料庫連線出了點問題。連我都沒辦法登入後台頁面刊登新文😭只好來開閒聊話題啦
今天晚上十點鐘!我又要開Clubhouse新房間了!最近因為美股關係研究方向轉向SaaS和App Industry比較多,最近Facebook陸續因為iOS14政策加上澳洲新聞封殺對廣告收入有極大的傷害,加上下週想要開Google Q4財報分析,兩家都是行動廣告生態大巨頭,因此想要開一個前導討論
👉行動廣告經濟:作為一個App開發商如何做Paid User Acquisition? 如何流量變現? 有哪些關鍵指標 (Retention/eCPM/Impression)? 廣告平台或聯盟彼此間的競爭關係?(Google Admob/Fyber/InMobi/Unity Ads...)
對應用獲客和全球廣告趨勢Paid User Acquisition、廣告變現有興趣的朋友來吧!但一樣,我自己也不是這方面的專家,到時候看聽眾中有沒有厲害的Speaker幫我做補充啦🤗
再次預告一下接下來的主題,本週日我會開 AWS/Azure/GCP 雲端運算廠商競爭分析,下週三打算開一個關於Google 2020 Q4財報解讀,到時候都會再po粉專和IG公布
unity ads 在 玩遊戲不難,做營運好難 Facebook 的最佳貼文
🔥每週遊戲新聞觀察-2020.10.W4
上週遊戲新聞觀察分享如下,
挑出以下五則新聞:
📺《出海率先開花:字節跳動首奪遊戲暢銷榜冠軍,RO港澳台登頂》
📺《《星海爭霸II》十年一夢!官方宣布未來將停止製作所有付費內容》
📺《買量發行時代遊戲業陷新困局:富者更富、窮者更窮如何破?》
📺《數據顯示買量成本大跳水,整體獲量成本卻明降暗升?》
📺《2020全球廣告平台排名:TikTok躋身前十,Facebook和Google依然強勁》
====
📺《出海率先開花:字節跳動首奪遊戲暢銷榜冠軍,RO港澳台登頂》
https://bit.ly/34soj2f
RO已經出了N款手遊,從最原始的MMORPG切到放置型卡牌,可以說這IP一直嘗試找回過去榮景,而最後則在老本行MMORPG上重新綻放光芒,《RO仙境傳說:新世代的誕生》10/15上市後,已達成iOS第1、android第2的佳績,老IP能夠再次獲得玩家青睞,肯定是有做對了什麼,我會找個時間玩玩看,有特殊心得再分享給大家。
📺《《星海爭霸II》十年一夢!官方宣布未來將停止製作所有付費內容》
https://bit.ly/35DRoqS
內文提到:「《星海爭霸II》官方昨(15)日公告,表示未來將不再製作合作指揮官與戰爭寶箱等付費新內容,不過還是會繼續推出新的賽季與平衡性更新。」
星海主要組成有兩塊:PvE的劇情模式和指揮官模式、PvP的天梯模式,放棄更新指揮官模式意味著放棄了對技術不追求、喜歡休閒的玩家,而RTS的PvP本身非常高門檻,基本上那些休閒玩家不會因為停更而轉往PvP,這兩塊是完全不同世界,因此可看到暴雪已經將開發資源移到其它更有潛力(錢力)的產品上,星海2已正日暮西山。
所幸,星海2前開發團隊成員成立了新工作室準備要製作全新3A級別的RTS遊戲,雖然不知道脫離暴雪的資源輸送後,這些前元老能否再次創作出經典,但,希望仍在,不是嗎?
📺《買量發行時代遊戲業陷新困局:富者更富、窮者更窮如何破?》
http://www.gamelook.com.cn/2020/10/400269
內文提到:「當買量成為主要營銷手段之後,頭部優質精品內容會越來越依賴買量。反觀品質較低的產品,要想快速突圍、則將越來越難以支撐巨額的買量投入,對渠道的依賴程度反而變得更大,從而給整個遊戲行業帶來一場嚴重的馬太效應,即富者更富、窮者更窮。」
其實中國、台灣、韓國、日本我相信都面臨一樣的問題,而文末只說了,嘗試差異化戰略才是中小團隊沖出的唯一辦法,我覺得太籠統了,誰都知道要差異化,但產品好壞不是行銷或營運人員可控的,最後能差異化的可能只剩下行銷了。
🔥🔥延伸閱讀:《從《原神》「黑紅路」影片來看負面口碑操作這檔事》
https://bit.ly/31E6dIs
📺《數據顯示買量成本大跳水,整體獲量成本卻明降暗升?》
https://bit.ly/3jtWuuk
內文提到:「《2020移動遊戲報告》發現,玩家獲取成本下滑了,註冊用戶成本也下滑了,但唯獨玩家付費成本上升了。 2020年,全球遊戲激活付費用戶的成本達到了43.88美元,同比上升了24%。換句話說,假設某款全球發行的產品,的確可以花不到10塊錢就獲取一名用戶,但想讓用戶付費,實際支出接近300元。...(文略)...2017到2019年三年間,都有一半左右的玩家被轉化為付費用戶,2020年,受買量吸引的玩家當中,只有25.7%的玩家最終轉化成了付費用戶。」
文章提到由於買量變便宜,但用戶付費變更難,因此靠廣告來變現的超休閒遊戲迎來了春天,這或許也看出為何目前許多超休閒遊戲不斷推出的緣故,但文章也說到,由於過多的遊戲開發人員都投入在MMORPG、卡牌RPG等重核遊戲,因此目前超休閒遊戲質量不高,兜兜轉轉了一圈,好產品才是硬道理,變成買量的首要準則。
📺《2020全球廣告平台排名:TikTok躋身前十,Facebook和Google依然強勁》
https://bit.ly/3onfyOF
AppsFlyer 日前發布《廣告平台綜合表現報告第十一版》,幾個重點摘要如下:
✅2020 上半年,Facebook 和 Google 雙巨頭繼續主導行業版圖,業內絕大多數非自然安裝量仍由二者帶來
✅TikTok For Business(原名 TikTok Ads)繼續高速增長,成功躋身全球十大廣告平台。
✅Unity Ads 贏得超休閒遊戲和街機遊戲全球實力榜單第一名,並且在 9 個遊戲子類型榜單(共 12 個遊戲子類型)緊隨 Google 和 Facebook 之後。
🔥🔥如果想要看更多詳細分析數據,點開下方連結,簡單輸入資料就能看全文了
https://bit.ly/3orMBRS
以上就是本週的遊戲新聞觀察,上班加油,下週見!
#文章同步部落格
unity ads 在 阿煙 Youtube 的最佳解答
第一次做這類型的影片,我不是很專業的創作者
如果有什麼不對的地方麻煩大家多多體諒指教,謝謝
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