🌻這星期, 比較引起我注意的就是這幾個新聞了

☘️美國支付公司PayPal(PYPL)宣布，將以3000億日圓（27億美元）收購日本新創公司Paidy，以強化自家「先買後付」（BNPL）產品。

熟悉美股的讀者, 應該對BNPL不陌生了. PayPal這舉動, 其實也強化了跟Amazon的關係:
(from Morgan Stanley)
Provides potential for initial relationship with AMZN in Japan: We think the deal is most notable for giving PYPL its first entry into AMZN's large ecosystem, which PYPL has been trying to gain access to for some time. Paidy began providing BNPL services for AMZN in Japan in November 2019, and after the deal closes, PYPL should have a clear path to eventually sell some of its other core services to AMZN in Japan.

☘️lululemon(LULU)昨天(台灣周四凌晨)發表財報了, 股價跳漲10.47%.

Morgan Stanley:
We highlight margin expansion as particularly impressive against 1) higher eCommerce penetration, which has historically resulted in EBIT margin degradation for many other specialty retail peers, 2) the acquisition of MIRROR, which has not yet achieved profitability, & 3) already best-in-class historical operating margin levels. While some macro factors like lean industry-wide inventory levels may be partially supporting these results, in our view they point to a higher & more profitable growth trajectory for the business compared to the outlook pre-Covid. As such, though LULU’s P/E multiple sits at 46x, above the high end of its pre-Covid 18-41x range, we view current levels as merited against higher future growth & profitability. In our view, this may represent a more permanent valuation re-rating for LULU, & the stock likely continues to trade at elevated levels until results prove otherwise.

🌻Alphabet(GOOGL)今年的表現為什麼那麼亮眼?
今年最會漲的FAANG個股之一, 就是GOOGL了. 如果有在follow這家公司的讀者, 應該有發現他們的營收結構跟過去幾年很不一樣了(可以看下面的表格). YouTube以及Cloud業務成為新的營收成長動能.

Picture: 畫 from National Gallery of Art; 自製的GOOGL簡單營收分類表.

https://finance.yahoo.com/m/44ad912b-d854-37b9-b9a8-2802ded59797/why-stocks-are-likely-to-rise.html

Through cash awards, camera equipment, professional development and promotional opportunities, the Leica Women Foto Project amplifies voices historically underrepresented in photography and encourages diversity and inclusion in visual storytelling. Call for entries now open for the LWFP Award and LWFP x VII Mentor Program.

Jurors of the LWFP Award include:
• Karin Kaufmann, Director, Leica Galleries Worldwide
• Elizabeth Avedon, Independent Curator @elizabethavedon
• Amanda Hajjar, Founding Director of Exhibitions, Fotografiska #AmandaHajjar
• Natalia Jiménez, Picture Editor, The Washington Post @nataliajimenez
• Lynn Johnson, Photojournalist @ljohnphoto
• Elizabeth Krist, Former Senior Photo Editor with National Geographic #ElizabethKrist
• Eve Lyons, Photo Editor, The New York Times @lyonse
• Laura Roumanos, Co-Founder, United Photo Industries #LauraRoumanos,
• Maggie Steber, VII Agency photographer and Guggenheim Grant Fellow @maggiesteber
• Sandra Stevenson, Associate Director of Photography at CNN #sandrastevenson
• Denise Wolff, Aperture Foundation @wolffdee

The LWFP Award will grant three photographers $10,000, a Leica SL2-S camera, and a Leica Vario Elmarit-SL 24-70mm each to help complete an in-progress, personal photo project that bears witness to humanity, expressed through the female point of view. Awardees will be featured in a 4-week exhibition at @Fotografiska.NY

The LWFP x VII Mentor Program will grant a total of three mentorships which include monthly one-on-one Coaching sessions by a @VIIPhoto photographer, exposure on VII’s website, representation of Mentees by VII Agency, and a 12-month loan of a Leica Q2 camera. Candidates for this exclusive Mentorship Program must demonstrate a commitment to the profession of photography, have worked in the photo industry for four or more years, have worked on assignment, and has a published body of work. Candidates will be selected by members of VII Agency on the basis of quality of work, commitment to project, and vision of future success.

Call for entries will conclude October 8, 2021. Link in bio to apply.
Tag someone who you believe should apply.

#LeicaCameraUSA #LeicaWomenFotoProject #LWFP

👀看過來！
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#Logitech #MX高階商務系列

本集節目內容由志祺七七頻道製作，不代表「羅技Logitech」立場。

✔︎ 成為七七會員（幫助我們繼續日更，並享有會員專屬福利）：http://bit.ly/shasha77_member
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＃王冠 ＃英國王室

各節重點：
00:00 前導
01:32「羅技MX系列」廣告段落
03:04《王冠》不是紀錄片
04:07 大家都在罵什麼
04:58 爭議的關鍵1：時間越來越近
05:39 黛安娜是誰？
07:07 爭議的關鍵2：王室的形象逐漸黑暗
08:20 慘被罵爆的查爾斯王子
09:21 我們的觀點
10:58 提問
11:26 結尾

【 製作團隊 】

｜企劃：力寧、冰鱸
｜腳本：力寧、冰鱸
｜編輯：土龍
｜剪輯後製：Pookie
｜剪輯助理：歆雅、珊珊
｜演出：志祺

——

【 本集參考資料 】

→Netflix《王冠》第四季 引爆醜化誹謗皇室爭議：https://bit.ly/2Yud9WM
→《王冠》威力太驚人　英國皇家與官方都要求加上虛構聲明：https://bit.ly/39yY2S5
→「王冠」爭議未完！「查爾斯王子」轟官員看輕觀眾智商：https://bit.ly/3thcdTG
→The Crown' controversy is about more than the royals：https://cnn.it/36LQ5aL
→The Crown: is the Netflix drama fact or fiction?：https://bit.ly/3pChO4W
→The Crown: historically accurate or pure fiction?：https://bit.ly/3aj77xL
→How Britain Is Reacting to ‘The Crown,’ Season 4：https://nyti.ms/39ABJLV
→‘The Crown’: The History Behind Season 4 on Netflix：https://nyti.ms/3oCH1ej
→Has The Crown lost all credibility? As new series claims Thatcher's Falklands War decision was 'emotional', Charles and Diana were NEVER happy and even appears sympathetic to the IRA, we sort fact from fiction：http://dailym.ai/3tgfD9i
→The Crown's royals are wild, cruel distortions of the people I've known for 40 years, says royal biographer PENNY JUNOR：http://dailym.ai/39A7Jjc
→Princess Diana’s Brother Charles Spencer Says People ‘Forget’ ‘The Crown’ Is ‘Fiction’：https://bit.ly/3j35zvI
→The Crown's fake history is as corrosive as fake news：https://bit.ly/36wyh31
→As his warning on The Crown shows, Oliver Dowden needs to catch up with reality：https://bit.ly/3ra5PvE
→The Crown has slipped: how the Netflix epic captures our relationship with the royals：https://bit.ly/2MKhIJL
→Imelda Staunton Says The Crown Doesn't Need Disclaimer: 'Allow The Audience A Bit Of Intelligence'：https://bit.ly/3r497R2

【 延伸閱讀 】

→《王冠》第三季回歸　哪些劇情是真的？哪些是假的？：https://bit.ly/3amelB1
→皇室故事是真是假？查爾斯王子與黛安娜王妃如何相遇？Netflix 熱門影集《王冠 The Crown》研究團隊來親自解惑：https://bit.ly/2NVwiPp
→「三個人的婚姻，有點擁擠」查爾斯真的愛過黛安娜王妃嗎？7件事解密英國皇室史上最矛盾的一場婚姻：https://bit.ly/3pwi31n
→The Princess and the Paparazzi: How Diana's Death Changed the British Media：https://bit.ly/3j5DXGb


＼每週７天，每天７點，每次７分鐘，和我們一起了解更多有趣的生活議題吧！／

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106台北市大安區羅斯福路二段111號8樓

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ESPN FIRST TAKE | Stephen A. "STRONG REACTS" LeBron owns Giannis historically in record among MVPs

Ty Lue on the Clippers' historically bad output on Sunday and reveals Kawhi is out tonight