雖然這篇Notary Public鄉民發文沒有被收入到精華區:在Notary Public這個話題中,我們另外找到其它相關的精選爆讚文章
在 notary產品中有1095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, 🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果 上週這兩家公司發表財報了. 這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習...
同時也有1部Youtube影片,追蹤數超過8萬的網紅Top movie picks,也在其Youtube影片中提到,《極地守護犬》、《金剛:骷髏島》、《猩球崛起》裡面的男主角,不是福伯哈里遜福特,也不是邪神湯湯,更不是景鹹(誰?),大家買票進戲院就是要看動物。而這位Terry正是好萊塢首屈一指的動物肢體教練,來看他如何把我們立喆訓練成猩猩(疑?)....訂閱【電癮好選喆Top movie picks】https:...
notary 在 北加媽媽日記 Instagram 的精選貼文
2021-02-03 19:06:33
大家今年要回一趟家(尤其有小孩的)真的很不容易,我自己之前念了無數大家搭機回台隔離等分享文,今日媽媽也來報恩,跟大家分享一下這一趟路程。這一篇主要講行前準備,接下來會再生一篇搭機的,之後隔離完再來聊一下隔離的。 1. 機票 當時在決定要回去後,就先來買機票了。想說時間所剩已不多,早買票比較便宜。...
notary 在 WNBF_PRO_Chris Instagram 的精選貼文
2021-02-03 19:25:21
@wengxying We Got Married ♥ Special Day 20201111 Thanks Notary @vic_tse_ @mmao329 #married #wegotmarried #marry #couple #love #wedding #inlove #lifes...
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notary 在 Top movie picks Youtube 的最佳貼文
2017-03-16 22:32:40《極地守護犬》、《金剛:骷髏島》、《猩球崛起》裡面的男主角,不是福伯哈里遜福特,也不是邪神湯湯,更不是景鹹(誰?),大家買票進戲院就是要看動物。而這位Terry正是好萊塢首屈一指的動物肢體教練,來看他如何把我們立喆訓練成猩猩(疑?)....訂閱【電癮好選喆Top movie picks】https://goo.gl/3S03OY
簡立喆主播臉書 https://goo.gl/cUWJx7
按個讚,最新訊息不漏接!
#極地守護犬 #金剛 #TheCalloftheWild
notary 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
notary 在 tanaiwirat.com ทนายวิรัช Facebook 的最佳解答
Notary Public คือ...
notary 在 矽谷牛的耕田筆記 Facebook 的最佳解答
ref: https://blog.sigstore.dev/verify-oci-container-image-signatures-in-kubernetes-33663a9ec7d8
本篇文章要探討的也是跟 security 有關的一個概念,一樣也是基於 Software Supple Chain 這個概念去探討到底環境中用到的相關軟體是否都是安全且被信任的。
本文章分享的是一個基於 Kubernetes Admission Controller 實作的解決方案 Connaisseur,該解決方案的概念很簡單
1. 透過 Admission Controller 去監聽系統上所有 Container 的部署請求
2. 如果部署的 Container Image 是符合事先設定規則的,則允予通過
3. 如果不符合,該次部署就直接失敗
所謂的規則比較簡易的說法就是簽章,只有包含了可信賴簽章的 Container Image 才會被 Connaisseur 給允許通過
有了這個基本概念之後,下一個問題則是到底什麼是可信賴簽章?以及要如何讓想要使用的 Container Image 獲得一個可信賴的簽章?
文章內介紹了關於 Container Signatures 的一些演變,包含了 Docker Content Trust, Notary(V1) 以及 The Update Framework 早期的使用方式
到後來因為 OCI(Open Container Initiative) 的發展與調整,目前可以直接於 OCI Image Spec 一同夾帶該 Image 相關的簽章。
這意味者任何支援該 OCI 標準的 Container Registry 不但可以存放該 Container Image 同時也可以存放該 Image 的簽章。
這個使用方式的變更也促使了 Notary 這個開源專案(v2)的演進。
與此同時, Linux 基金會底下的 Sigstore 專案也再努力地針對開源專案的簽章方面努力著,期望能夠透過簽署與驗證功能來提升開源專案簽署方面的應用。
Sigstore 專案底下的 Cosign 小專案則是專門處理 OCI Image 相關的簽章事項,包含簽署,儲存以及驗證。
而本文所開頭所提及的 Connaisseur 專案則是可以基於 Cosign 所簽署的內容去進行驗證,透過兩者的配合可以用來確保部署到 Kubernetes 的所有 Image 都需要被 Cosign 給簽署過
作者特別強調,目前 Sigsotre 以及 Cosign 這些專案都還是屬於開發階段,所以 Connaisseur 本身對於這項功能的整合也是屬於一個開發實驗階段,很多東西都會不穩定
隨者資安意識以及相關事件 Solarwinds hack 等的出現,當各團隊基本的 DevOps, CI/CD 文化與流程都逐漸成型後, DevSecOps 的東西就會是下一個各團隊要開始煩惱的地方了
特別是所謂的 Software Supply Chain 上的各種潛在危險。