🌻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.

台上一分鐘，
多謝兩位，恩師浩賢同大哥賢仔，多謝一馬當先各位扶持
千言萬語在心中

成就解鎖🔓
香港第一位現場走位女評述員，
第時同我啲小朋友講，你阿媽我都曾經型過🥳
I’m just creating memories, that’s it

註：881「一馬當先」評述員因工作關係，口罩令眼鏡以及望遠鏡起霧，為保持call馬效果，口罩除下片刻，實在需要，其他成員全體成員時刻戴上口罩

Note: radio 881 commentators due to work duties , In order to maintain the quality of race calling, the face masks has been removed for a while to prevent fogging of glasses and binoculars.
We wear masks at all times.

We can’t stop staring. ⭐

Thanks, @vuikun for sharing this video! It’s so captivating. Do you want to stargaze? All it takes is an inexpensive telescope, a pair of binoculars, or just the naked eye.

📽️ IG: @vuikun
📍 Penampang

#sabah #borneo #malaysia #tourism #photooftheday #nature #fun #photography #beautiful #enchantingsabah #travellater #traveltomorrow #stars #stargazing #milkyway

メルちゃんが望遠鏡で公園をみてみました。
お友達がピクニックをしたり、リカちゃんがバーベキューをしたり
バービーがヨガや犬のお散歩をしていました。
ベビーちゃんは日光浴をしていました。

LINE公式アカウント
友達登録はこちら↓
https://lin.ee/WEq50AG

チャンネル登録お願いします。
Please subscribe

Other videos

メルちゃん ぽぽちゃん ゆうぐセット ブランコ シーソー すべり台 / Mell-chan Doll Swing Set , Playground Playset : Baby Born Nenuco
https://youtu.be/THmihpfntpA

メルちゃん おかいもの リアルスーパーマーケット ミニチュア / Mell-chan Super Market Playset Grocery Shopping
https://youtu.be/oRNbEtTjwG0

メルちゃん 歯医者さんごっこ 虫歯がいっぱい / Pretend Dentist Doctor Toys Mell-chan Doll : Kongsuni Dentist Playset
https://youtu.be/LGXMMf8OWmU

メルちゃん おままごと おしょくじラーメン お料理 / Mell-chan Ramen Noodles Cooking Toy Playset
https://youtu.be/_2_PglynSmY

メルちゃん ジュエリーボックス 宝石づくり 学校ごっこ ディズニープリンセス / Disney Princess Jewelry Box! DIY Jewelry Making at School
https://youtu.be/J1hosJFCjFs

Translation and subtitling welcome!

#メルちゃん #望遠鏡

Tik Tok
http://vt.tiktok.com/d1tR3n/

インスタグラム
https://www.instagram.com/70cleam/

ツイッター Twitter
https://twitter.com/70cleam

70cleamのグッズ
ショップのURL
https://muuu.com/users/105db354f88f9514

おうえんメッセージ等の送り先 ↓
〒107-6228東京都港区赤坂9-7-1
ミッドタウン・タワー 28階
UUUM株式会社 70cleam宛

お人形遊び、おもちゃ遊びの70cleam(70クリーム)チャンネル。
幼児・子供向けのかわいい人形・かわいいおもちゃを紹介して
います♪ メルちゃん、ぽぽちゃん、ハローキティ、リカちゃん、
バービーや、赤ちゃんの人形、Baby Dollなどかわいいおもちゃが
いっぱいです。楽しんでもらえたら嬉しいです。

Hi, welcome to 70cleam Channel.

Thank you for visiting and watching our videos.

This channel is a cute toys and dolls play channel with videos featuring famous characters such as Mell-Chan, Popo-Chan, Hello Kitty, Licca-Chan, Barbie-doll and more!

Please subscribe, press the like button, and leave the comment, if you enjoy our videos. Also, if you speak Japanese, you can also help us add subtitles! Just click the cogwheel icon on the video display and select the "add subtitles" option to add your own line-by-line text and help our channel reach even more fans!

Please send me a fan letter here :slightly_smiling_face:
6-10-1 Roppongi Minato-Ku Roppongi Hills Mori Building 37F 106-6137
UUUM Co.,Ltd 70cleam


------------------------------------------------------------------------------
楽曲提供：Production Music by http://www.epidemicsound.com
------------------------------------------------------------------------------

素材提供 PIXTA

《Midnight Sun》
眠りの森 / Nemuri no Mori / 沈睡森林 / Forest of Sleep
作詞 / Lyricist：aimerrhythm
作曲 / Composer：飛内将大
編曲 / Arranger：玉井健二、飛内将大
歌 / Singer：Aimer
翻譯：夏德爾
English Translation: Thaerin

背景 / Background - カントク(Kantoku) :
https://i.imgur.com/k7AqL4G.jpg

版權聲明:
本頻道不握有任何音樂所有權，亦無任何營利，一切僅為推廣用途。音樂所有權歸原始創作者所有。請支持正版。

Copyright Info:
Be aware this channel is for promotion purposes only without any illegal profit. All music's ownership belongs to the original creators.
Please support the original creator.

すべての権利は正当な所有者/作成者に帰属します。あなたがこの音楽（または画像）の作成者で、この動画に使用されたくない場合はメッセージまたはこのYoutubeチャンネルの概要のメールアドレスにご連絡ください。私はすぐに削除します。

如果你喜歡我的影片，不妨按下喜歡和訂閱，你的支持就是我創作的最大原動力！
If you like my videos, please click like and subscribe! Thx :)

粉絲團隨時獲得最新訊息！
https://www.facebook.com/chschannel/

Check my Facebook page for more information!
https://www.facebook.com/chschannel/

中文翻譯 / Chinese Translation :
https://home.gamer.com.tw/creationDetail.php?sn=2179533

英文翻譯 / English Translation :
https://www.lyrical-nonsense.com/lyrics/aimer/nemuri-no-mori/

日文歌詞 / Japanese Lyrics :
PM12:00を過ぎたら街を出よう
頼りない声で　あなたが言う
どこに行くの?　どこかへ行こう
どこがいいの?　どこかな…

レンズの壊れた双眼鏡
曇って見えない明日と今日
何か見えた?　何も見えない
何を見てた?　何かな…

いま　ざわめく街を背に森を走るよ
どんなに不安でも　後ろは振り返らない
もし「帰りたいよ」なんて弱音吐いたら
眠りの森に私を置き去りにしてもいい

偽物の地図に失くした自信
また狂い始めた方位磁針
町が見えた?　もうすぐそこに
森を抜けた?　まだかな

いま　喧噪に追われるように森を走るよ
どんなに痛くても　この手はもう離さない
もし「帰りたいよ」なんて弱気吐くなら
眠りの森に私を置き去りにしてほしい

置き去りに…
置き去りに

いま　灯りに怯えるように森を走るよ
擦り切れた両足でイバラの道駆けてく
もし「帰りたいな」そんな弱気吐くなら
眠りの森であなたを永遠に眠らせる
終わらせる…　忘れてもいい…

中文歌詞 / Chinese Lyrics :
過了午夜十二點之後，就離開這座城市吧
用不怎麼有自信的聲音，你這麼說
要去哪裡呢？去某個地方吧
去哪裡好呢？去哪裡呢……

透鏡壞掉了的望遠鏡
已經模糊的看不清楚明天與今日
你看見什麼了嗎？什麼都看不見
你在看什麼？是什麼呢……

現在將蠢蠢欲動的城市拋在背後，在森林間奔走
無論有多少不安，也絕對不會回首
若是我忍不住喊出「想要回去」的喪氣話
就把我留在這座沈睡的森林裡也沒有關係

因為假的地圖而開始失去自信
指南針也開始失去了作用
「看見城市了嗎？」就在不遠的地方
現在已經穿越了森林，怎麼還沒看到呢？

如今像是要被這份喧囂吞噬一樣的在森林裡奔走
無論疼痛有多難熬，這雙手絕對不會放開你
要是我忍不住脫口「好想要回去」的喪氣話
請將我留在這座沈睡的森林

棄我而去、留下我走吧
把我留在這裡——

現在像是畏懼著光芒一樣的奔走於森林裡
用這傷痕累累的雙腳跑在充滿荊棘的路途
若是要說出「好想回去」這種喪氣話
那就讓你永遠沈睡在這座熟睡的森林裡
結束這一切，就這樣淡忘吧

英文歌詞 / English Lyrics :
“When the clock passes 12 PM, let’s leave this city,”
You say with a quiver in your voice.
Where shall we go? Let’s just go somewhere.
What sounds good? I wonder…

These binoculars, with their lenses shattered,
Can’t see beyond the clouds covering the future and present.

What did you see? I can’t see a thing.
What were you looking at? I wonder…

We’ll run through this forest with the bustling city at our backs,
But no matter how uneasy we feel, we won’t look back.
If at some point I grow weak and say, “I want to go home”,
You can go ahead and leave me behind in this forest of sleep.

We lost our faith in the false map we were following,
And our compass’ needle went haywire once again.
We can see the city… it’s just over yonder.
We’ve made it outside the forest. Are we almost there…?

We’ll run through this forest as if chased by an illusion,
And no matter how great the pain, we won’t let go of each others’ hands.
If at some point I grow weak and say, “I want to go home”,
Please leave me behind in this forest of sleep.

We’ll run through this forest as if we fear the light,
Kicking through thorns on the roadside with our worn down feet.
If at some point you grow weak and say, “I want to go home”,
I’ll put you to eternal rest in this forest of sleep.
I’ll put an end to it all, so let it all slip away.

遊覽262米高、越南國花造型的胡志明市最高建築——Bitexco金融塔
使用觀景台環繞分佈的觸摸式信息屏和遠程望遠鏡，了解更多的西貢歷史
參觀Ao Dai博物館，了解越南傳統服飾
從距離178米、世界上最高的喜力酒吧俯瞰西貢景色，還可來瓶冰啤增加雅興

Board a high-speed elevator up to the Saigon Skydeck inside Ho Chi Minh City's tallest building!
Get an amazing 360-degree view of the city and visit the only World of Heineken in Asia!
Learn more about the city from the informative touch screens and long-range binoculars
Experience Heineken's unique history through a 4D interactive tour as you sip on ice cold beer
Bring home a customized bottle of Heineken beer with your name on it!


Open to public since 2011, the Saigon Skydeck is one of Vietnam’s prime attractions. The Saigon Deck is located on the 49th floor of the the Bitexco Financial Tower, a 68-floor skyscraper, which also houses Vietnam's first lotus-shaped helipad, designed to resemble Vietnam's national flower. With a Saigon Skydeck ticket, step into a high-speed elevator to reach the observation deck and enjoy stunning panoramic views of the city.
Saigon Skydeck and World of Heineken Combo package to go on a interactive beer brewing tour and get a customized bottle of Heineken beer with your name on it.