🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html

這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.

🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.

🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.

Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.

🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/

WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).

https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123

Pictures: Tractor Supply內部照片

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彈性腰部，營造舒適貼合感受。

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*售價依賣場標示為主
*防疫大作戰官網滿五千免運
*因應新冠肺炎，門市暫停開放
-
🍊奇橘官網購物評價五顆星，就送$50購物金🍊
*以單筆數計算，即一單贈送$50購物金，兩單$100以此類推。
*詳情請至官網首頁BANNER查看
*活動日期：2021/7/15 – 12/31 23:59止
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奇橘官方平台：
🍊官方網站：www.kickstage.com.tw
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個人還是覺得不錯啦-W-((有過更慘痛的經驗所以覺得AS算不錯了))
這次的購買清單(小咪都是買S號的,沒有S才會買M碼的):
蕾絲網紗挖肩開衩長洋裝: http://bit.ly/2PDRsSh
交叉繫帶細絨布尖頭高跟鞋: http://bit.ly/2PCctwH
一字翻領修身針織洋裝" http://bit.ly/2PDpxSs
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