🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:

物流人力成本沉重！大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852

而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:

"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."

Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600

🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html

🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)

🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks

Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.

Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.

“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”

Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564

Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.

『吊燒琵琶鵝 Butterfly Roasted Crispy Goose』. It improved & the quality of this Goose has increased significantly. Skin was crackling thin crispy, but the meat remained moist gamey. @michelinguide @oadtop100 🌟
__
• This very traditional dish initially used Duck #琵琶鴨. Albeit due to its labor intensive preparations & being an artisanal dish, the combination of modern factors means only higher end Restaurants can afford to make one. And high end places in HK serve Goose > Duck in 21st Century, so u could say it's even rarer to find a Duck version in HK after the 2000's. But overseas it's still predominantly the original Duck recipe

• Another point I never raised about this dish, is that most customers assume it is 'Cantonese'. But the naming of this dish was originally 京醬燒琵琶嘟, 京燒琵琶嘟嘟 😳. Which makes a reference to Beijing & its sauces, much like HK's #京都炸醬麵 , etc. A piece of our own Southern Culinary history worth studying about..

【Origin Stories - Ho Trung Dung, Chip Chip AW#21】
"My parents are one of my angel investors. They invested without expecting anything in return, despite coming from a relatively poor background. Growing up in Vietnam, they sacrificed a lot just make sure I got a good education and access to better opportunities in life. That’s why I've pushed myself to study and become a lifelong learner.

Although majoring in history during university, I eventually fell in love with computers. I read through every computer magazine, cover to cover. I started to learn how to install windows OS and do everything with the computer, including teaching myself how to program.

I eventually went out to start my own digital marketing agency. We were quite successful, making good money, but growth was slow. The business was very labor intensive and we were not helping that many people.

After 6 months of back and forth, I decided to give it all up to start something new. I had to abandon this image of a successful person. It was one of the toughest decisions I've had to make. But I realized that having a lot of money, a big car, big house, will only make us happy in the short-term.

I’ve always been obsessed with building tech solutions to positively impact many people. That’s why I had to do a startup again, this time focusing on English learning. It's been hard, and tiring, and filled with endless challenges, but I feel much more fulfilled than ever."

***

Chip Chip (AW#21) is an online platform for Vietnamese students to find and books lessons from a directory of over 40 certified English tutors, now facilitating over 2000 lessons per month. Applications for AW#23 will be officially on 5/12, stay tuned!

Manage to squeeze in some filming on quite a busy but productive day. It was time for annual inspection of all the extinguishers on the ship, it is one of the more labor intensive task for officers, yet vital to safety of the ship.

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Check out my other video/vlog:

=====Top 6 Questions about Merchant Marine=====
https://www.youtube.com/watch?v=wBpQ9Y4jEfg

=====Chipping and Painting=====
https://www.youtube.com/watch?v=dtbLLBDfXY4

=====Sail Through Suez Canal=====
https://www.youtube.com/watch?v=2a3hLZJZmlI

=====Beautiful Hong Kong 4K Timelapse:=====
https://www.youtube.com/watch?v=F8cNY0GcVxA

=====Tour of the Containership=====
https://www.youtube.com/watch?v=o2RfyGcRVcI

=====STARRY NIGHT TIMELAPSE =====
https://www.youtube.com/watch?v=eNjEZKDrcDY

Music:
Time Lapse - TheFatRat
Kontinuum - First Rain
JJD - Adventure