なぜネガティブな人はやせやすい、ネガティブ思考のポジティブな面とは？(2015)
https://gigazine.net/news/20150825-pessimism-is-good/

Social media is so perfect that I fear sharing any bit of pessimism and despair. I typed and typed, nothing comes out good enough. So, this is all haha.

We are great, we are strong, we are capable, we are competent! 👭🏻👩🏽‍🤝‍👨🏼👨🏽‍🤝‍👨🏻

🌻本周做的功課與閱讀
(冷靜詭異的大盤.........可能是因為此, 投資人跑去玩meme stocks了)(台灣時間今晚會公佈CPI)
https://makingsenseofusastocks.blogspot.com/2021/06/blog-post_9.html

🌻Five Key Points from the May Employment Report (by Goldman Sachs)
https://texasnewstoday.com/five-key-points-from-the-may-employment-report/300177/

🌻謝謝參與年報導讀的朋友! 抱歉那天規劃不週, 導致時間拉長了許多! 不過還是希望你們有收穫. 很喜歡這樣的交流. 我有時間會做個10分鐘的影片, 來將內容做更濃縮的整理.

🌻如何挑股?
之前有分享過, 我挑成長股會看哪些東西:
https://makingsenseofusastocks.blogspot.com/2020/10/blog-post_28.html

而隨著閱讀的資料越多, 也發現我的挑股方法跟投行有重覆的地方. 而看了很多基金經理人跟投行的挑股方式, 其實方法都大同小異.

像下面這家公司會看的4M(“four M model”—management, moat, market size, and business model), 就跟BofA(美銀美林)看的類似(BofA introduces its "4M framework" for identifying winning stocks in the software group: Market, Moat, Management, and Margin.)

The strategy prioritizes high-quality businesses with organic top-line growth and the potential for continued, long-term high growth—and whose stocks the fund can hold for years. The team applies its “four M model”—management, moat, market size, and business model—to narrow down candidates. It seeks strong managers running companies that have a well-defined economic moat, or competitive advantage, while operating in large markets. It also likes business models where the companies are market-share leaders and produce industry-leading free-cash-flow margins and incremental returns on capital.
The team applies its “four M model”—management, moat, market size, and business model—to narrow down candidates.
(Source: https://webreprints.djreprints.com/58288.html)

這樣的挑股對我的幫助很大:
1. 可以幫我聚焦, 專注在好公司上, 畢竟美股公司很多, 人的體力跟時間也有限.
2. 若一開始就把公司挑對, 以後的煩惱也會比較少. 公司若出了問題, 也不用花太多時間去做研究&判斷.
3. 一開始挑對公司, 之後也會跟著公司的成長, 建立投資上的信心(一個正向的循環).

🌻公司介紹(不是推薦): Olo(olo)
(P.S. 好久沒做這樣的介紹了. 這其實是我挺喜歡的一個單元. 以後看到還不錯的公司, 會繼續介紹.)

Olo是幫餐廳做營運的SaaS公司. 鼎泰豐(美國地區)是他們的客戶之一. 很多美國知名的餐廳也是(可見下方截圖). 成長率驚人--尤其是疫情這段期間, 很多餐廳積極做外送外帶, 就得靠他們的系統, 訂單才不會亂掉.

供有興趣的投資人做進一步的研究.

🌻好文分享
"最後要說的是：你永遠賺不到超出你認知範圍之外的錢，除非你靠運氣。但是靠運氣賺到的錢，往往會靠實力虧掉，這是一種必然。
你所賺的每一分錢，都是你對這個世界認知的變現。你所虧的每一分錢，都是因為你對這個世界的認知不足。這個世界最大的公平在於，當一個人的財富大於他的認知之時，這個世界有1萬種法子收割你，直到你的認知與財富相匹配為止。而避免我們淪為孤絕境地的辦法，永遠只有一個，那就是看準目標與方向，沉靜的努力並持續。"
https://www.storm.mg/lifestyle/2295749?fbclid=IwAR0YxwwHTcWIK2-botY806X9e2_HNPy05qdcUU6zsPmCKdck9Vf-fnGVdo8

🌻投資佳句:
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” -- Sir John Templeton (約翰坦伯頓爵士)

Picture: 剛入手的蘭花. 聽說蘭花難度挺高. 來試試. Olo年報截圖.

こんにちは～、リクトとヨシキです。

日常でもよく使う Pessimistic (悲観的)と Optimistic (楽観的)のショートフィルムを作りました。これで、少なくともこの二つの言葉はもう忘れないんじゃないかな！皆さんは、どちらかというと Pessimist P 系？それとも Mr. O-Man？どんな時に Opticap（実際は存在しないけど！）に頼りたくなる？ Let us know in the comment section! コメント欄に書き込んでください！
ではでは、平和！

チャンネル登録もよろしくお願いします！

Short film about Pessimist P and Mr. O-Man The Optimism Specialist. Are you more of a pessimist or an optimist? Let us know in the comment section!

Music/Instrumentals:

Sugar Zone by Silent Partner

Impromptu in Blue by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/)
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100456
Artist: http://incompetech.com/

Danse of Questionable Tuning by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/)
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100506
Artist: http://incompetech.com/

Laid Back Guitars by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/)
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100181
Artist: http://incompetech.com/

Official National Anthem by Jingle Punks

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英会話　英語　ショートフィルム

Beloved, are you believing God for a child? Be encouraged by this powerful testimony from a sister who experienced a supernatural childbirth after having 4 miscarriages. In this year of greater glory, believe that you will see God's blessings manifest in your life!

Step out of every valley of pessimism and fear, and step right into God's greater glory every day of this year! Learn more in the message of the year DVD album, Step Into Greater Glory, here: http://bit.ly/1qu13Gb

Find us at:
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Step out of every valley of pessimism and fear, and step right into God's greater glory every day of this year! In this encouraging message, Joseph Prince shows you why, despite instability and chaos in a darkening world, you can expect family blessings, divine protection, health, provision and evidence of God's favor like never before. It's all because Jesus, through His cross, has given you the glory His Father gave Him! Learn also the true biblical meaning of God's glory and how abundant provision is part of it. It's going to be a great year as you shine with, and walk in, God's greater glory!

Find us at:
http://www.facebook.com/josephprince
https://twitter.com/JosephPrince