關於 we re young ，我們在網路上蒐集到這些相關的討論、資訊與評價

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

-
October is Breast Cancer Awareness month. I learnt this when I was in G10 because it was mandatory to join the " run for the cure".
Yet, I quickly realized that, as a young woman, it's important to pay attention to the factors or info about breast cancer because the early detection is the best prevention.
Please learn to keep track of your breast changes, and check with a doctor if you notice anything unusual. This doesnt only apply to women because men can get breast cancer too.
Since then, every year I run or sing to support campaigns that raise awareness of breast cancer.
this year,since Covid19 is still hitting us, we cant run together physcially, but we can still run to raise awareness of breast cancer as Pink Run HK will be hosted online! There re 5k and 50k challenge!!
More information if you wanna join:
https://www.asiabreastregistry.com/tw/eventstw/410-pink-run-hk-2020

關鍵搖擺州明尼蘇達的六位民主黨市長公開支持川普，因為「喬·拜登沒有做過任何事情來幫助工人階級」。他們說︰川普2016年當選是一個「美妙」的事件；我們沒有選擇離開民主黨，是黨離開了我們。

最早引發美國騷亂的明尼蘇達州，是民主黨的傳統票倉，過去幾十年都支持民主黨。不過，現在明州可能要由藍轉紅了。明尼蘇達州被稱為鐵嶺地區（Iron Range，也稱鐵鏽地帶），是製造業外移、工人階級大幅失業的全球化經濟受害區之一。

六位市長簽署了一封支持川普的信件，該信件於8月28日（週五）公佈。

簽字的是︰兩港市（Two Harbors）市長Chris Swanson、維吉尼亞市（Virgini）市長Larry Cuffe、奇斯霍爾姆市（Chisholm）市長John Champa、伊利市（Ely）市長 Chuck Novak、伊芙蕾斯市（Eveleth）市長Robert Vlaisavljevich、巴比特市（ Babbitt）市長Andrea Zupancich。

信中寫道︰我們看著我們選民的工作職位不僅離開了鐵嶺，還離開了我們的國家。通過對我們的產品徵收關稅和支持糟糕的貿易協議，像喬·拜登這樣的政客們對工人階級毫無幫助。

市長們表示，他們所在地區失去了數千個工作職位，而一代又一代的年輕人離開了鐵嶺，以便在其他地方找到高薪的工作養家糊口。

此外，他們還指出︰今天，我們不承認民主黨，它已經如此左傾，它不能再聲稱是工人階級的代言人。勤勞的明尼蘇達人在山脈這裡建立了自己的生活，養家糊口，卻被激進的民主黨人拋棄了。「我們沒有選擇離開民主黨，是黨離開了我們」。

市長們接著說，川普2016年當選是一個「美妙」的事件，標誌著該地區的一個轉折點。

「川普站出來反對中國，實施減稅，為工人階級而戰」他們寫道，「像喬·拜登這樣的終身政客與工人階級脫節，與國家需要的東西脫節，與我們這些鐵嶺地區和全國各地像我們這樣的小城鎮的人脫節」。

這封信最後說，「在這次選舉中，仍有很多的風險，但最大的風險是我們的工作、經濟和生活方式。川普總統過去帶來了美國歷史上最好的經濟，他也將再次為我們帶回。他將繼續為每個美國人而戰，不論黨派關係，他會繼續為工人階級挺身而出」。

公開信原文︰

August 28, 2020

Fellow Americans,

As Greater Minnesota Mayors from Democratic cities on the Iron Range of Minnesota, we write today to formally endorse the re-election of President Donald J. Trump and Vice President Mike Pence.

Like many in our region, we have voted for Democrats over many decades. We have watched as our constituents' jobs left not only the Iron Range, but our country. By putting tariffs on our products and supporting bad trade deals, politicians like Joe Biden did nothing to help the working class. We lost thousands of jobs, and generations of young people have left the Iron Range in order to provide for their families with good paying jobs elsewhere. Today, we don't recognize the Democratic Party. It has been moved so far to the left it can no longer claim to be advocates of the working class. The hard-working Minnesotans that built their lives and supported their families here on the Range have been abandoned by radical Democrats. We didn’t choose to leave the Democratic Party, the party left us.

Yet, four years ago, something wonderful happened. Donald J. Trump was elected President of the United States, and he stood up to China, implemented tax cuts and fought for the working class. Now, four years later, the Iron Range is roaring back to life and for the first time in a very long time, locals are hopeful because of this President's policies and willingness to fight for us. Lifelong politicians like Joe Biden are out of touch with the working class, out of touch with what the country needs, and out of touch with those of us here on the Iron Range and in small towns like ours across our nation.

In this election, there is a lot at stake, but the biggest risk is our jobs, our economy, and our way of life. President Trump delivered the best economy in our nation’s history, and President Trump will deliver for us again. He will continue to fight for every American, regardless of party affiliation and continue to stand up for the working class.

Today, we write to formally endorse President Donald J. Trump and Vice President Mike Pence for four more years.

下圖為六位市長及公開信簽名

【酷狗音乐已经上线： 杨家成 以父之名】
原唱Original: Jay Chou周杰倫
英語填詞English Lyrics: MrYang楊家成
翻唱Singer: MrYang楊家成，Cami陳晨溢
Re-arrangement編曲: 李鳴曦

MV拍攝團隊： MrYang's Team
导演: Joker Lin
攝影主機位：謝偉賢
攝影副機位: Joker Lin，羅盛旭，陳皖輝
剪輯: Joker Lin
編劇: Summer
道具: Summer, 番茄, Harry

Lyrics 歌詞:
The cool morning dew
微凉的晨露
moistened the black clothes
沾湿黑礼服
Fog on the stone road
石板路有雾
Priest just praying
父在低诉
Helpless consciousness
无奈的觉悟
only be more cruel
只能更残酷
Its all about the way to sanctuary road
一切都为了通往圣堂的路
The fog can't be blown
吹不散的雾
hiding all the truth
隐没了意图
Who gently walk to, Stop to
谁轻柔踱步 停住
There's no time to cry,through bullet hole
还来不及哭 穿过的子弹
body heat gone fool
就带走温度
We all sinners everybody
我们每个人都有罪
All have different sin hey
犯著不同的罪
I choose who is ok
我能决定谁对
Who should sleep for today
谁又该要沉睡
arguments can’t be solved
争论不能解决
The night is forever young
在永无止境的夜
Shut your big mouth
关掉你的嘴
The only thing is you pay
唯一的恩惠
The one who stand in front are guilty
挡在前面的人都有罪
There ain’t no way back to regret
后悔也无路可退
Judgment in the name of father
以父之名判决
That feeling doesnt fit in
那感觉没有适合字汇
Its like I’m laughing to cry
就像边笑边掉泪
looking at nothing tonight
凝视著完全的黑
The tragedy stops the pain untill the day I die
阻挡悲剧蔓延的悲剧会让我沉醉
Bow and kiss my left hand
低头亲吻我的左手
exchange for help if I you can
换取被宽恕的承诺
Bridge:
old organ in the corner
老旧管风琴在角落
like an instrumental
一直一直一直伴奏
The black curtain was blown by wind
黑色帘幕被风吹动
The sun lights through wordlessly
阳光无言的穿透
The tamed crazy animal came back to me suddenly
洒向那群被我驯服后的兽
To shout in silence, shout in silence
沉默的喊叫 沉默的喊叫
Loneliness begins to cry
孤单开始发酵
laughing at me from the sky
不停对著我嘲笑
Memories begins to play
回忆逐渐延烧
Innocence of me replay
曾经纯真的画面
Cruelty becomes name of game
残忍的温柔出现
Time for us to pray
脆弱时间到
I only pray for one more day
我们一起来祷告
Chorus副歌:
Oh Kind father, I have fallen into this world with no truth
仁慈的父 我已坠入看不见罪的国度
Forgive me please don’t be cruel
请原谅我的自负
Ah ya ya check it check it ah ya
哎呀呀听着听着哎呀
No one can say, no one will say
没人能说 没人可说
so hard to cope
好难承受
With glory it comes with baggages too
荣耀的背后刻著一道孤独
Ah ya ya check it check it ah ya
哎呀呀听着听着哎呀
Close my eyes and I see again
闭上双眼 我又看见
the dream that made me came to
当年那梦的画面
The night is pretty so smooth
天空是濛濛的雾
Ah ya ya check it check it ah ya
哎呀呀听着听着哎呀
oh father took my hands
父亲牵著我的双手
and gently came about
轻轻走过
Morning skies came to wake me up with the truth
清晨那安安静静的石板路
Ah ya ya check it check it ah ya
哎呀呀听着听着哎呀
Bridge：
Oh hey father
仁慈的父
The love we know
我已坠入
The kind of love we had
看不见罪的国度
We lost it all
请原谅我
We don’t know oh
我的自负
But we will move forward
刻着一道孤独

Follow:
Young Hysan https://instagram.com/younghysan
Dough-Boy https://instagram.com/doughboybeatsyou
Big Spoon https://instagram.com/nicholascheung
F Records https://instagram.com/frecordshk

Video director: Mart Sarmiento http://instagram.com/martsarmiento
Gaffer: Samson Jr Guzman https://www.instagram.com/samsonjrcdg/
Remix Songwriters: Big Spoon, Young Hysan, Dough-Boy
Original Songwriters(s): Charalambos Antoniou, Christopher Daniel Soriano (BMI), Mithoon (ASCAP)
Contains a Sample from the Song ‘Sanam Re’ by Artist: Mithoon featuring Arijit Singh; Music Composed, Arranged and Produced by Mithoon and Lyrics by Mithoon, Courtesy: T-Series.
Mixed & mastered by FreezLhy http://instagram.com/freezlhy
Original Song: https://WarnerMusicHongKong.lnk.to/CJWhooptyFR

Lyrics [& translations]:

Intro - Big Spoon

Shout out CJ, staten Island to九龍[Kowloon], y'all already know what time it is
Whoopty, yeah, Big Spoon, Young Hysan, Dough-Boy

Verse 1 - Big Spoon

Whoopty, I'm scraping the pot with a spoonie (Uh)
Ooh wee, I'm serving a bird to them foodies
Moving more white than the top of Mt. Fuji
Pushing a key just like Claude Debussy
Chop on my side watch it kick just like Bruce Lee
Linked up with Gareth and Hysan my juvies (Huh)

Pow pow, blick got you laying down like Pacquiao
Starting beef with us, we giving you mad cow
Hahahaha you mad now

I'm back on my牛屎，trap out of間酒店，熟客可以有九折
[I’m back on my bullsh*t, trap out of a hotel, loyal customers can get 10% off]
鑽石坐喺我手鍊，我哋野蠻過啲猴子，我哋trap到好有錢
[Diamonds sitting on my bracelet, we are wilder than some monkeys, we are rich because of trapping]

Verse 2 - Young Hysan

Whoo! All of my diamonds like flu
Whoo! Coronavirus diamonds, sticky icky on my neck like it’s glue (Ah)
Shoot out the motherf*cking roof (Yeah)
Look like the new Illuminati with the mob, who the f*ck is your crew? (Uh)
B*tch we a family, not a group
We catch the opps, we fill they pants up with poop (Ah)

Whoopty, poopty, poop, poop, woo (Ah)
She suck on the d*ck, like she tryna play on the flute (Ah)
“Do Ba Do Be Do”, my hundreds keep singing “I’m Blue” (Ah)
I put my kids all in her mouth like that sh*t toothpaste

Blue cheese, blue diamonds, blue perks, yeah that’s a whole lotta blue things
Blew 22 thousand out the courtroom, hoe nah I can’t lose the case (Ha)
Say I ain’t put in the work, I put y’all on the newspage
Beat up the fentanyl, straight outta Chi-land, the powder go

Verse 3 - Dough-Boy

Got a mill in the bank, half in my crypto account
They told me to broaden my tank; euros and pesos and pounds
They asking me, "how do you do that - a hundred stacks in your shoe rack?"
Bet they can’t tell by the way that I look, got no idea where my goons at

Whoopty, living large like a movie
Boom boom boom; turning these dogs into p*ssies
Been on tour with these groupies, hitting 'em raw like sushi
Then give her that Louis, give her the Versace
Give her that Birkin, give her that Gucci

Been there, done that. Most of 'em ain’t got no comeback
This the part where I talk my sh*t, before they bring the drums back
All these snakes in this music sh*t, seen 'em since October
But you know that I’m Asian, b*tch; I eat these f*cking cobras, whoo!

Try on Thrift Haul + Style With ME |Thrift Malaysia | Fashion Lookbook 2021
Please do subscribe to my channel. Let's make it to 1000 subsss.❤️ ❤️ ❤️

First of all, I just want to say thank you to each and every one of you for showing me so much love and we are now at 500 fam bam ?thank you.
...
I went to thrifting before MCO and found some really cool pieces. so in today's video, we are going to do a try-on haul and I am going to show you how I re-style thrift clothes.
Hope you enjoy it.? and I will be selling some of the items on Instagram:@roshi_thrift ❤️


Item 1
-Mid-length skirt

Item 2
-vintage top

Item 3
-blazer top

Item 4:
-mini skirt

Item 5:
-Yankee jacket

Item 6:
-off-shoulder top

Item 7:
-striped blouse

#2021fashionlookbook​ #thriftmalaysia #trifthaul
?About #StylewithRoshi​ #stylebynumbers​
MORE lookbooks are on your way so please SUBSCRIBE to my channel and turn the notification bell on.?‍♀️
?Tag me if you ever try it. ❤️
?Do comment down below if you want to see me filming,
Fashion lookbooks, Classy and elegant outfits lookbooks, chick outfits Lookbook, casual outfits lookbooks, business outfits ideas lookbooks, summer outfits, spring outfits, winter outfits lookbook, brown girl makeup tutorial, beginner makeup tutorial, vlogs, or challenges videos.
___________________________________
?Say hi to me on my Social media:-

✨INSTAGRAM: @saroop_roshi
Facebook page: Saroop Roshi

?Business inquiries:-
[email protected]


Love yall❤️,
Saroop Roshi

?Music used
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Swing Rabbit ! Swing ! by Amarià https://soundcloud.com/amariamusique​
Creative Commons — Attribution 3.0 Unported — CC BY 3.0
Free Download / Stream: https://bit.ly/al-swing-rabbit-swing​
Music promoted by Audio Library https://youtu.be/lt7fn1NVxQM​
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Pixel Pig by Di Young https://youtu.be/TiC7_167hQ0​
Creative Commons Attribution license
Free Download / Stream: https://bit.ly/di-young-pixel-pig​
Music promoted by Audio Library https://youtu.be/eFmIPr6ZYuM​
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tags:
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