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[爆卦]Lapping是什麼？優點缺點精華區懶人包

雖然這篇Lapping鄉民發文沒有被收入到精華區：在Lapping這個話題中，我們另外找到其它相關的精選爆讚文章

在 lapping產品中有23篇Facebook貼文，粉絲數超過8,093的網紅貓的成長美股異想世界，也在其Facebook貼文中提到， 🌻本周做的閱讀與功課: https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html 這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農. 🌻近期整理好...

　同時也有9部Youtube影片，追蹤數超過16萬的網紅チャンネル隊長，也在其Youtube影片中提到，【今回使用した物＆あったら便利な物】 ラッピングフィルム IlMondoMall ルーフフィルム ラッピングシート 艶あり 黒 https://amzn.to/2VWWQ6F 自動車ラッピングフィルム 貼り施工ツールセット https://amzn.to/3xLD3Ev ヒートガン https...

「lapping」的推薦目錄
  • 貓的成長美股異想世界

    lapping 在 貓的成長美股異想世界 Facebook 的最讚貼文

    2021-08-27 07:21:12
    有 46 人按讚

    🌻本周做的閱讀與功課:
    https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html

    這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.

    🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.

    🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
    這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.

    Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.

    🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/

    WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).

    https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123

    Pictures: Tractor Supply內部照片

  • 裘德叔叔的試衣間

    lapping 在 裘德叔叔的試衣間 Facebook 的最佳貼文

    2021-08-02 20:32:12
    有 10 人按讚

    The reproduction of 50s British army Gurkha shorts in khaki cotton twill, features the iconic two over-lapping buckle waist tabs that are adjustable, high rise with double pleats and wide hem.

    Pairs with @maduro.tw white Jude rayon seersucker shirt and four pockets linen overshirt by @kamakurashirts, finish off with a semi-bleached Panama hat by @tesihats.

    Photo credit @milusphoto
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    #gurkha #gurkhashorts #militarystyle #militaryfashion #militaryclothing #seersucker #rayon #rayonshirt #guayabera #guayaberashirt #summershirt #summerstyle #safarijacket #overshirt #linenjacket #kamakurashirts #makersshirtkamakura #shirt #dressshirt #madeinitaly #classicmenswear #menswear #mensfashion #mensstyle #dapper #styleforum #styleformen #classicstyle #unclejudes

  • 裘德叔叔的試衣間

    lapping 在 裘德叔叔的試衣間 Facebook 的精選貼文

    2021-07-25 19:26:17
    有 5 人按讚

    New Arrival.

    The Gurkha shorts in khaki cotton twill.
    The reproduction of military-style Gurkha, features the iconic two over-lapping buckle waist tabs that are adjustable, high rise with double pleats and wide hem.

    The khaki short goes perfectly with the @kamakurashirts utility shirt in army green, made in the quick-drying and breathable cotton/wash blend fabric.
    Black Oxford trainers by @doekshoes, made in a footwear factory that continues for 140 years in Kurume City.

    Photo credit @milusphoto
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    #gurkha #gurkhashorts #militarystyle #militaryfashion #militaryclothing #britisharmy #doek #doekshoes #canvasshoes #shoes #madeinjapan #handmade #handcrafted #kamakurashirts #utilityshirt #makersshirtkamakura #shirt #dressshirt #classicmenswear #menswear #sartorial #tailoring #classicstyle #unclejudes

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