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.

Watching concert in a lavishly decorated concert hall in an intimate setting is the best. 🎵 You can see every facial expression and movement of every musician. 😍 Definitely recommend to everyone travelling to Vienna! @soundofvienna @kursalonwien
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#musicians #viennaaustria #travelersnotebook #travelgram #travelblogger #vienna_austria #austria🇦🇹 #austriavacations #soundofvienna #luxurylifestyle #luxurytravel #styleblogger

當過大使夫人的人，長得是什麼模樣？
1.官夫人
2.貴婦
3.以上皆是
4.以上皆非
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沒想到大使夫人也會被「酸」，就跟你我無異，總是有人會說：「唉喲～原來你＿＿＿＿＿ 」
⠀⠀⠀⠀⠀⠀⠀⠀⠀
成熟的大人就要懂得用「ok 好」取代「（消音，大家自己知道就好）」
⠀⠀⠀⠀⠀⠀⠀⠀⠀
趕緊來聽聽第二集有多麽精彩，先說，這是偏酸的一集！
⠀⠀⠀⠀⠀⠀⠀⠀⠀

Apple Podcasts: http://bit.ly/apple-jeane
Spotify: http://bit.ly/spot-jeane
Google Podcasts: http://bit.ly/ggle-jeane
KKBOX: http://bit.ly/kkbox-jeane
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如果你喜歡我們的節目，請按下訂閱＋給星星＋評分，萬事拜託了。

First impressions quiz, what should an Ambassador’s Wife look like?
A. Formal and proper.
B. Lavishly dressed.
C. All of the above.
D. None of the above

In ep2 of our newest show “On the Right Side of the Ambassador”, Jeane reveals the snide comments and other unpleasantries that people have made about her (and how she brushes them off 🤷).
Listen now on all podcast platforms!

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⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀
#鬼島之音就是這麼好聽
#一門人人都能修的當代新潮外交課

This clip is from: Joseph Prince—God Loves To Exceed Your Expectations Toward You (3 Jul 2016) @josephprince

God is a BIG God who loves you lavishly and the clearest way He shows it is the way He exceeds your expectations! When you ask something of Him, He's not one to find the smallest, cheapest, least inconvenient thing to give to you. Instead, He gives you His very best, and answers your prayer exceedingly abundantly above all you can ask or think! (see Eph. 3:20)

Today, if your prayer is to find a life partner, know that God doesn't want you to be with someone who's just "good enough" or "passable." No, friend, He already knows what you need (both now and in the future) and the kind of person who would be best for you to weather the storms of life, celebrate the joys, and do life together with! Trust that He can lead you to find a life partner who is even better than who you imagined yourself with. ✨

And if you're already in a relationship or married, ask the Lord boldly for the kind of relationship you want yours to look like! He will strengthen and sweeten your relationship day by day, causing it to blossom into one that is beyond all you ever dared to ask for or think of! ?

–
Decibel.one: A digital magazine and online channel by Joseph Prince Ministries. Check out at https://decibel.one/ for more grace-centered content.

Stay Connected –

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This excerpt is from: Faith That Delights The Lord (24 Dec 2020)
Get the full message:
Joseph Prince app - https://josephprince.app.link/HdNG9p2updb
JosephPrince.com - https://bit.ly/3834H6q

Faith delights the Lord because it opens the floodgates for His breakthroughs and miracles to flow into your life! From the stories of underdogs in the Bible who faced impossible odds with unstoppable faith, find out how you, too, can face life and all its challenges with the same spirit of faith and possess every blessing the Lord freely and lavishly wants to give you. Discover keys that will help you:

• Have faith spring forth effortlessly when you see God as a good God who is for you.
• Boldly ask your heavenly Father for the blessings that are rightfully yours in Christ—including flourishing family relationships, divine healing, and protection.
• Position yourself for your miracle by focusing on the Lord’s love for you instead of your love for Him.
• Live with hope when you see how He is constantly working behind the scenes, even in your darkest moments, to make everything work together for your good.

Beloved, begin to walk in the kind of faith that pleases the Lord and start living the abundant life He has for you!

Chapters:
0:00 The Daughters Of Zelophehad And How They Changed Their Destiny
2:03 God Loves Bold Faith!
4:31 Have You Claimed Your God-Given Inheritance?
4:53 The Story Of Achsah And How She Changed Her Destiny
6:15 Receive This Blessing For Your Families
7:39 The Story Of Jabez And How He Changed His Destiny
8:18 Will You Possess Your Possessions Today?

Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
Download the Joseph Prince app at: http://app.josephprince.com

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https://www.facebook.com/JosephPrince
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#josephprince #2020sermon #josephprincefeatured

For this episode, we went down to Machan’s Kitchen at Little India to devour a $100 Indian Curry Platter! Machan’s Kitchen serves traditional South Indian cuisine - ranging from curries to authentic Indian desserts - allowing you to taste the whole of Southern India conveniently in the cosily decorated restaurant.

We lavishly plated over 20 dishes onto giant banana leaves, forming a tantalising albeit messy array on the table. The food generally had the base flavours of South Indian cuisine, spicy, heavily flavoured with Indian spices and rich and hearty. The dishes that really caught my attention would be the Chicken 65, the Mutton Curry and the paratha.

The Chicken 65 was tender and spicy but with a pleasant acidic zing from the lemon juice added that cut through the heat and elevated the strong spice blend used on the chicken. The mutton curry was similarly spiced and spicy, but with an element of a deep meaty flavour from the long cooking process to cook the mutton. The mutton was melt-in-your-mouth tender. The paratha was fluffy, with each bite packed with the rich buttery flavour from the ghee used in the dough. It went exceptionally well with all the side dishes given.

Unfortunately, I was unable to request for less chilli in the dishes, so each dish was actually overwhelming spicy for my relatively weak chilli palate. For those who enjoy spicy food, eating here would be a treat, but it became rather painful for me towards to end. This would be a great place to share food with friends or family, especially if you are looking for authentic South Indian cuisine with a focus on Indian curries. Do give Machan’s Kitchen a try for a fantastic Indian Curry Feast!

Visit Machan’s Kitchen at:
74 Race Course Rd
Singapore 218574

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