Focus on something that no one can steal it from you.
.
Worked out for almost 8years, am not always making visible transformation and It is more like walking two steps forward one step back. But I still go to gym, when I am living on the high or drowning to the bottom. It is one of the only thing that I feel I could take full control of it (not usually true when it comes to health issue or structural haha).
每個人天生有自己的骨架，有自己的角，有自己的優劣，work around the gifted and challenge yourself through the weaknesses, thats what I gonna do.
.
#暗暗想sell新歌
#歌名有三個字
#以上有一個字中

Hangpa dah pi check gigi dak gi? Hehehe. Gigi kena check dan scaling setiap 6 bulan na.

Tengok ni beluga ni pun kena check gigi. Comei sungguh...

Selamat malam. Gosok gigi na sebelum tidoq

Posted @withregram • @millionaire_travels Voluntary health checks are extremely important for animal health, including beluga oral health! Behaviors like the one shown here allow trainers to brush teeth and perform procedures, such as radiographs that help detect the presence or absence of disease, foreign objects, and structural damage or anomaly. It also helps to strengthen the bond between beluga and trainer.

🌻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

【6/28 11am 更新】死亡人數正式來到了 9 人...
週四凌晨，美國 Florida 邁阿密郊區一棟 40 年住宅大樓突然部份坍塌，這面海的 12 層大樓其中 55 戶在十幾秒內夷為平地。三天搜救努力後，已確定 5 人喪命，但還有超過 150 人仍然下落不明。

🔓 全文朗讀錄音檔案在這 👉 https://bit.ly/zzep31full

0:00 Intro
0:18 第一遍英文朗讀 (慢)
3:46 新聞單字片語解說
23:00 第二遍英文朗讀 (快)

❤️ 給我繼續為你們製作內容的能力 👉 https://bit.ly/zeczec_ssyingwen 

———

📝 單字筆記：https://ssyingwen.com/ssep31/#notes
🖼️ 單字卡在 IG: https://bit.ly/ssyingwenIG
💬 我有建議：http://bit.ly/sssurveyform
📪 ssyingwen@gmail.com

———

朗讀內容來自The Guardian
👉 Podcast 裡選讀片段文字在: https://www.facebook.com/groups/ssyingwen/posts/253548686531378/
👉 The Guardian 完整文章連結在：https://amp.theguardian.com/us-news/2021/jun/26/condo-collapse-surfside-search

本集介紹的單字片語有：
Champlain Towers South 坍塌的大樓名稱
相關地方專有名詞有：Surfside、Miami-Dade、Miami 邁阿密、Florida 佛州
Collapse 坍塌
Interactive 互動式
Missing  遺失
Unaccounted for  沒有人知道人在哪裡
Remains 遺骸
Survivors 倖存者
Death toll 死亡人數
DNA samples 樣本
Paraguay 巴拉圭
major structural damage 重大結構損壞
Governor 州長
architect 建築師
Condominium (condo) 和 apartment 的差別
Close to tears (片語) 快哭了
Fight back tears (片語）強忍眼淚

————


#podcast #邁阿密大樓倒塌 #佛州大樓倒塌 #學英文 #英文筆記 #英文學習 #英文 #每日英文 #托福 #雅思 #雅思英語 #雅思托福 #多益 #多益單字 #播客 #英文單字卡 #片語 #動詞 #國際新聞 #英文新聞 #英文聽力 #邁阿密倒塌 #邁阿密樓塌 #佛州大樓 #佛州公寓倒塌

Improve his structural alignment

?❤??????❤??
(Throwback)

For Private/ Corporate Event, Exchange Program Event or Ambassador Health Seminar, kindly WhatsApp CLM Holding: https://wa.me/60163491368

CLM Tit Tar in Malaysia Kuala Lumpur
Careline number:
+603-2935 9983
CLM Damansara: 6014-3333039
CLM Setia Alam: 6012-5733039
CLM Ampang: 6012-6389727
CLM MidValley: 6012-8990685
CLM Sri Petaling: 6012-9850685

CLM International
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#masterchrisleong #chrisleong #datoserichrisleong #bonesetting #tittar #tabibtulang #clm #clmethod #midvalley #sunwaydamasara #setiaalam #sripetaling #ampang #bone #tulang #梁润江 #跌打 #师父 #鐵打 #师傅

腸活が目的で毎朝ウォーキングをしているのですが、ついつい朝寝ぼけていると日焼け止めを塗って家を出るのを忘れちゃうんです。紫外線を浴びていたら、なんかシミができてきた気がする…ｗ

そんなピンチなわたしが最近よく飲んでいる美肌効果や便秘解消効果が期待できるお茶を深堀してみました。

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▼参考文献
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酵素処理ハトムギ全粒エキスの美肌・健康効果について、 シャルレ独自検証の結果を発表
https://www.atpress.ne.jp/news/161596

国産ハトムギと美容
http://www.jcam-net.jp/data/pdf/15055.pdf

富山新聞　平成20年11月27日
「ハトムギに美肌成分」

ハトムギ全粒熱水抽出物の抗腫瘍効果について
http://www.jcam-net.jp/data/pdf/22.pdf

Alteration of intestinal flora by the intake of enzymatic degradation products of adlay (Coix lachryma-jobi L. var. ma-yuen Stapf) with improvement of skin condition
https://www.sciencedirect.com/science/article/pii/S1756464614000085

Structural modulation of gut microbiota reveals Coix seed contributes to weight loss in mice
https://link.springer.com/article/10.1007/s00253-019-09786-z

Effect of polysaccharides from adlay seed on anti-diabetic and gut microbiota
https://pubs.rsc.org/az/content/articlelanding/2019/fo/c9fo00406h/unauth#!divAbstract


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▼関連動画
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【便秘解消】アラサーが朝飲むだけで即効で効く便秘改善法を紹介！腸内環境改善してダイエットにも！
https://www.youtube.com/watch?v=Vqgx6GVolI4&t=3s

便秘解消！うんちがめっちゃ出る飲み物！お腹が張る・痛い・気持ち悪い人は見て【便通改善｜即効｜腹痛｜快便過ぎる原因｜うんこ臭い】
https://www.youtube.com/watch?v=fnxNBiQvRFQ

便秘を解消する魔法の水の作り方！
https://www.youtube.com/watch?v=z65QmX2CnJQ

わずか20分で【便秘を改善する飲み物】
https://www.youtube.com/watch?v=XMlKCXOd554&t=14s
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#便秘解消
#ダイエット
#腸活