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As Starting Lineup X members, you'll have access to a variety of perks!

Today, we introduce to you: Chargebee!

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#SLX #SLXsupport #corporateperks #perksperksandmoreperk

Apply now to join the SLX membership!
現在馬上就申請加入吧！👉

https://www.startupstadium.tw/memberperks

神力拖 360度旋轉拖把4件組 $399（單獨出貨含運）
八字拖把 (1拖1桶2布)

拖把：113*16.2 cm
水桶：26*46*23 cm

款式/顏色 不挑色
備註
材質：PP聚丙烯、不鏽鋼、TPV彈性塑膠、棉頭超級纖維
內容物：拖水桶*1、拖把架*1、替換式棉拖*2
8/22晚上12:00收單

🌻🔥
這一兩個月開始, 常會有人在我貼文的留言處(comments)發文, 說我有群組, 會收費報明牌.

首先, 謝謝對方的抬愛, 不過有些事情我想澄清:
1. 我不是老師😅
2. 我從來不收費
3. 我一向的態度是buy and do homework(做功課). 我會介紹公司, 也會聊我對公司的看法, 但最終還是要回歸到, 由訊息接收者去做功課, 由自己來決定公司的好or不好.

🌻分享一下我平常看個股基本面(fundamental)的資料來源.
除了公司的年報, 財報, 財經刊物外, 我也會看劵商網站提供的報告.
比較了幾間劵商網站的基本面報告來源(p.s.網站也會提供技術面, 不過這邊只提基本面的報告):
Charles Schwab:
Argus, Briefing.com, Credit Suisse(瑞銀), Economist Intelligence, MarketEdge, Morningstar(晨星), Reuters, CFRA (Formerly S&P) and Vickers.

E*Trade (好像只有居住在美國的投資人才可以開戶):
主要有Morgan Stanley的報告; 也有TipRank分析師對個股的評價
(這家也是我的首選)

First Trade:
主要有Morningstar的報告

TDAmeritrade:
New Construct, Ford Research, CFRA, The Street

🌻Transitory
聯準會一直說通膨是暫時的/過渡的. 媒體中最常出現的就是"transitory"這個字了.

上周的財報結果, 也有一個暫時的/過渡的例子.

這次PYPL大跌主要的原因, 就是跟eBay的合作關係要終止了, 而且eBay在這季對業務的TPV影響比想像中的大(This quarter, eBay had a much greater effect on our TPV than in the first quarter).

不過高層有說, 與eBay脫鉤是很早之前就知道的事情了(We always knew these revenues were moving away, it's just a matter of timing and now we've got kind of what we think is the right case, a 100% in third quarter and then from there on in, those pressures abate), 而且來自eBay的營收&交易量占比越來越少:
--營收占比: Q1 22%; Q2 13%
--交易量: eBay represented 4% of our volume in Q2, down 512 basis points from last year

沒有eBay的交易量, PYPL的交易量成長也還是很高(Excluding eBay, our volumes grew by a remarkable 48% on a spot basis); 營收成長也不差(Excluding eBay, our revenues grew at approximately 32%(包含eBay的話, 營收成長是19%)).

另一個大跌的原因, 也是因為上面的情況, 所以沒有如之前一樣提高財測(預估Q3的營收成長約為14%).

不過PYPL其他基本面無異常. 可放心buy the dip. 供參.

另: 今天也有Square收購澳洲Buy Now Pay Later的公司Afterpay的新聞:
https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html

而PayPal也有在澳洲做了Buy Now Pay Later的佈署(from這季的電話會議內容):
"Australia is now fully deployed and off to a strong start with additional countries in Europe, slated to rollout later this year."

🌻美國生活
這次進城, 到了一些餐廳, 會看到貼出告示, 說因為缺工, 請大家耐心等候.

今天的新聞也有了這樣的報導:
https://www.youtube.com/watch?v=Za1geuvVx4Y

🌻附上本周發表財報公司一覽表

Pictures:
1. 餐廳缺工, 請大家耐心的告示
2. 一個有趣的歷史. 這地方本來是密西根州立(精神)醫院, 現在變成了公寓, 以及一些商家聚集的地方.
這地方也是密西根第一個有電力的地方(好像是愛迪生拿來測試直流電的場所)(愛迪生跟福特是朋友, 愛迪生也會來密西根找福特)
3. from earningswhispers.com

Team Dr.T 產品購買連結：
https://forms.gle/y8jfW5LzhoAF8fjq9
商品IG帳號：
https://www.instagram.com/team_dr.t_merch/
老師個人IG帳號：
https://www.instagram.com/dr.t_kannilaoshi/

改裝清單：

小紅改裝清單:
OHLINS FOR PAUL SMART FORKS ($3,000)
MOTODEMIC HEADLIGHT BRACKET ($140)
HOGWORKZ 7” LED BLACK HALOMAKER HEADLIGHT ($280)
RIZOMA CLUTCH & BREAK RESERVIOR ($165)
OHLINS SD001 STEERING DAMPER ($397)
DUCABIKE STEERING DAMPER BRACKET ($89)
BILTWELL THRUSTER 1 TPV GRIPS ($22)
CRG BAR END MIRRORS ($309)
FLEDA FRONT INDICATORS ($70)
CUSTOMIZED TIMING BUILT COVER ($20)
DUCABIKE FRAME PLUG ($69)
MOTOGRAFIX SPORT CLASSIC 1000S TANK PADS ($80)
DUCABIKE CLEAR CLUTCH COVER ($860)
CUSTOMIZED CLUTCH PLATE ($120)
DUCABIKE OIL BREATHER ($70)
RIZOMA REAR BREAK RESERVIOR ($77)
TERMIGNONI EXAUST FOR SPORT CLASSIC 1000S ($1,230)
OHLINS FOR 1000S REAR SHOCKS ($1,000)
DUCABIKE BILLET CRANKCASE INSPECTION COVER ($36)
OBERON CLUTCH SLAVE ($153)
DUCABIKE CP01 SPROCKET COVER ($97)
CUSTOMIZED WHEEL PAINT ($200)
SSR CARBON FIBER REAR HUGGER ($209)
CUSTOM SEAT BY LARSON UPHOLSTERY ($890)
MOTOBOX LED TAIL LIGHT ($329)
ERV7 X-RING CHAIN ($149)
MICHELIN PILOT ROAD 4 GT TIRES ($369)
WRAP WORK BY EMWRAPS ($0)

小綠改裝清單:
OHLINS FORKS FOR PAUL SMART ($3,400)
MOTODEMIC HEADLIGHT BRACKET ($140)
SELEMENTO LED HEADLIGHT ($0)
CRG CLUTCH & BRAKE LEVER ($208)
RIZOMA CLUTCH & BREAK RESERVIOR ($165)
BILTWELL THRUSTER 1 TPV GRIPS ($22)
CRG BAR END MIRRORS ($309)
FLEDA FRONT INDICATORS ($70)
TWM QUICK ACTION CNC ALUMINUM GAS CAP ($118)
CNC RACING CLEAR TIMING BUILT COVER ($427)
DUCABIKE FRAME PLUG ($69)
DUCATI PERFORMANCE CLUTCH COVER ($219)
DUCABIKE CLUTCH PLATE ($159)
DUCABIKE OIL BREATHER ($70)
RIZOMA REAR BREAK RESERVIOR ($77)
ZARD EXAUST FOR SPORT CLASSIC 1000 MONOPOSTO ($1,300)
OHLINS REAR SHOCK FOR PAUL SMART (see fork)
DUCABIKE BILLET CRANKCASE INSPECTION COVER ($36)
OBERON CLUTCH SLAVE ($153)
DUCABIKE CP01 SPROCKET COVER ($97)
SSR CARBON FIBER REAR HUGGER ($209)
CUSTOM SEAT BY TAIWAN UPHOLSTERY ($135)
MOTOBOX LED TAIL LIGHT ($329)
ERV7 X-RING CHAIN ($149)
PIRELLI DIABLO ROSSO 3 TIRES ($390)
WRAP WORK BY EMWRAPS ($1,200)

祝大家中秋快樂
小腸鵝唱小嫦娥
哈哈哈
訂閱案讚
＃中秋節快樂　＃小嫦娥　＃烤肉

【成長日記】
蕭小M｜成長日記 、訂閱、按讚、追蹤
https://www.youtube.com/watch?v=JFrZLOoi0Wo

【音樂系列】
《明天會更好》cover 蕭小M feat.網紅朋友們
https://www.youtube.com/watch?v=HR3Vg...
《每一句都很甜 》cover 蕭小M
https://www.youtube.com/watch?v=Rl26a...

合作請洽
私訊Facebook：
蕭小M: https://www.facebook.com/littlemxiao/

Alphacool Eisbaer Aurora 280 CPU Digital RGB หม้อน้ำทองแดง 100% ปั้มออกแบบใหม่ประหยัดไฟขึ้น ทนทานและเงียบมาก ปั๊มและพัดลมมีไฟ A RGB ท่อสาย TPV และ fittings รุ่นใหม่ทั้งหมด รองรับทั้ง AMD & INTEL
Alphacool Eisbaer Aurora 240 CPU ราคา 5,390 บาท
Alphacool Eisbaer Aurora 280 CPU ราคา 5,990 บาท
Alphacool Eisbaer Aurora 360 CPU ราคา 6,390 บาท
สินค้าประกัน 3 ปี กับ โดราคูล

Product Detail
The Alphacool Eisbaer Aurora CPU AIO cooler has suitable mounting material for the following sockets in the scope of delivery:

Radiator
Dimension: 313,5 x 144 x 30 mm (L x W x H)
Material: Full Copper
Threads: 2x G1/4"
Pump Housing
Dimension: 66 x 66 x 69 mm (L x W x H)
Material Reservoir: Transparent Nylon
Threads: 2x G1/4"
Connection Digital RGB: 3-Pin JST + 3-Pin 5V

Pump
Speed: 2800 rpm
Voltage: 7 - 13,5V DC
Power Consumption: 4W
Max. Flow Rate: 75 L/h
Max. Head: 0,95 m

Fans
Speed: 600 - 1500 rpm
Static Pressure: 0,41 - 1,6 mm H2O
Air Flow Rate: 27 - 71 m³/h
Bearings: Hydraulic
Fan Connector: 4-Pin PWM
Connection Digital RGB: 3-Pin JST + 3-Pin 5V

Compatiblity
Intel 775 / 1056 / 1155 / 1150 / 1151 / 2011 / 2011-3 / 2066
AMD AM2 / AM2+ / AM3 / AM3+ / FM1 / FM2 / FM2+ / AM4 / TR4 / sTRX4