🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

其實，我真的不是故意的！明明就是在找放鬆的音樂⋯但手邊這些音樂這麼屌，不把它混出來怎麼對社會交代!?

亦或是，我的潛意識有在幫我蒐集呢？

...我真的還是比較愛強拍啊哈哈

EP10 | Electro Dance Mix - 適合跑步有氧燃脂＆突破極限的電子舞曲系列
https://open.firstory.me/story/ckgxvog37h55z09037h2l3wcn?ref=ios

【給自己一個機會紅起來】❤️
Give Yourself A Chance To Shine

如果說宇宙的力量可以分為五種，那那五種力量就是金、木、水、火和土了。

世界萬物萬事都能以這五行去分類，而每個人的八字就是這五行的獨特混合體。這混合體遇到外在人事物的五行力量時，就會產生不同的吉凶禍福局面。

我個人經驗是，就算有著同樣八字的雙胞胎，也不會有一模一樣的命運，因為面相有細微之分，姓名的字義、音韻、筆畫和含義也會有不同的靈動力，影響著雙胞胎的命運。

看命，關鍵就在於找出自己需要的五行是什麼。這很考經驗，不是把八字裡的五行加減乘除一番就能斷出。如果這第一步搞錯，全盤的分析就會錯得一塌糊塗了。

在捉準需要的五行後，再來就是引導客人如何在衣食住行方面去補運，進而趨吉避凶。坦白說，如果客人不照著做，其實來看命也沒什麼意思。

知道未來好或不好，然後就聽天由命嗎？那豈不是只是花錢，來聽我說出你人生電視連續劇的劇透而已嗎？

我見了那麼多客人後，自己有個感想。如果人生一切都很安好，但自己就是開心不起來，這樣活著如行屍走肉，太痛苦了。

在批八字時，我都會告訴客人該用什麼顏色來旺自己。不要小看色彩學，每個顏色都有它們的五行。我也多次以色彩學，幫助一些客人應徵成功，在疫情期間依然能奏效。

但在七彩繽紛的顏色當中，只要我一提到紅色，客人們的反應普遍都很大。

什麼？那麼亮啊？
我的老婆說看不慣我穿這色！
那不是天天過年嗎？
我以前的命理師也是這麼說，
但我就是沒有做。

我的答案：你穿了幾十年這樣的顏色，也不見得你好。想命好一點，何不試一下我說的顏色？

紅能分出深淺、濃淡、明暗和不同的色度。沒有人叫你每天穿得像紅包似的。你每天穿黑，也不見得你像包青天那般的黑白分明。

附上A小姐和B先生「走紅」後的個別見證。

寫這電郵見證的B先生，在九月與我做了個後續諮詢。我遠遠看到他時，就已在想，怎麼身上絲毫沒有改變，而且還一副苦瓜臉？

他說，當初我三月見他時，他剛買了一堆衣服。顏色雖不利他，但他不捨得丟，而且老婆也不支持他穿紅色。公司裡的人也都是穿暗色的。

我說，那些新衣你也穿了幾個月了，可以拿去捐給有需要的人，佈施也不算浪費。老婆固然好意，但命是你自己的，你痛苦只有你自己知。

對待自己的命運，我們應該持有科學家的研究精神。你不去做這個實驗，你永遠不會知道我說的到底對不對。做這個實驗不難，不妨叫你的太太給你一個機會去改變。

換衣服顏色而已，又不是叫你換老婆。😂

與其內心糾結直到頭腦打結，我永遠選擇踏出第一步試一下。Never try, never know.

我一生人經歷了那麼多起起落落，老實告訴大家，命好起來時，心豁然開朗時，那種感覺真的很爽。不信，你試一下。

————————————

If the energies in the Universe can be categorised, they would come in the 5 forms of Metal, Wood, Water, Fire and Earth.

All manifestations, be it things or events, in this world falls under these 5 elements, and each and every one of our Bazi is the combination of these 5 elements. The interaction between these elements in our Bazi and those in our circumstances will result in myriad of happenings, good fortunes or otherwise.

My personal experience tells me that even though 2 person may have exactly the same Bazi, but their destinies may turn out different. Reasons being the discrepancy in their facial features, the meanings, tonality, character strokes and essence of their names.

The crux of reading your own destiny lies in uncovering which of the 5 elements is or are mandatory for you. This calls for plenty of practical experience. It is not simply doing simple math of plus, minus, multiply and divide. If this first step is wrong, the whole deck of cards will surely collapse.

After deciphering the correct element, the next step is do guide the client on how to use it to boost their energies in all aspects, from external clothing and living environment to what they eat so as to attract good tidings and ward off misfortunes. Frankly, if the client is uncooperative, the whole of point of Bazi analysis would have been lost.

To know how your future will unfold but behave like a sitting duck? That’s just like buying a movie ticket to watch a preview of your life drama, isnt it?

I had this thought after seeing so many clients: if one’s life is seemingly smooth sailing but one remains unhappy, such zombie-like existence is very painful.

During a typical Bazi analysis session, I would always recommend the client certain colours favourable to him or her to boost the luck. Never underestimate the power of colours. Each colour has its own elemental nature. I have used this successfully several times to help clients succeed at their job interviews, even during this pandemic period.

However as soon as I mentioned the red colour, reactions from my clients tended to be bigger than usual.

Why?
Such a bright colour?
My wife said she’s not used to me in this colour!
That’s like Chinese New Year everyday!
The previous master I consulted said so too, but I did not heed the advice.

My answer: if you have been wearing your same old colours for the past many years and getting not much favours from Lady Luck, why not give my suggestion a try?

There are many tones and shades of Red. Nobody is asking you to dress like a big red ang bao (red packet) everyday. Dressing black everyday doesn’t make you Justice Bao either.

Attached are testimonies from Miss A and Mr B after they went red.

Mr B. came to me in September for a follow-up consultation. When I saw him from afar, I was thinking why there wasn’t any sign of change in him. He even sported a sour face.

He told me that after seeing me in March, he had just bought some clothes in colours that were unfavourable to him. He couldn’t bear to throw them away, and his wife didn’t really support him wearing red either. He said his colleagues were all wearing darker colours.

I told him that those clothes he bought had already served him for several months and he could donate them away. That would not constitute wastage. His wife may have good intentions but your destiny is your own business and only you know your sufferings.

We ought to treat our destiny with the spirit of a scientist. If you don’t experiment, you will never know if my methods work. This experiment is a simple one, ask your wife to support you this once.

It’s only changing the colour of your clothes, not asking to change your wife. 😂

Rather than getting oneself in knots, I will always choose to take the first step. Never try, never know.

My life’s journey has been that of ups and downs. Frankly speaking, when the winds begin blowing in your sails, and lift your spirit, those emotions are exhilarating. Don’t believe me? Try it out yourself.

#Vivziepop #HELLUVABOSS
我並不擁有此影片 影片所有權歸屬於Vivziepop
I do NOT own this video, all rights go to Vivziepop

贊助影片原作者,幫助她製作更多精彩的動畫!
贊助 HAZBIN HOTEL 的 PATREON 網址: https://www.patreon.com/VivienneMedrano

原影片網址(Original Video Link):
https://youtu.be/kpnwRg268FQ


這次的影片由大麻煩翻譯組
& 栗奇 & Sophie 共同製作

封面是也栗奇大大做的喔！

栗奇的個人頁面:
https://www.facebook.com/ricky.furry.908

與上次一樣同一位會畫畫又會英文的大佬
一樣歡迎大家去他那邊關注他喔！
這次還加上另一位支援者Sophie!
十分感謝他們兩位的幫忙到天亮！

一方面是我前幾天實在很忙
然後我們幾個又在細節吹毛求疵了有夠久XD
才忙到現在哈哈，總之謝謝大家的耐心等候啦～


註解區:

0:50
Stolas是叫他的女兒"Special little starfire"
這顯然是個愛稱，但我們商討後覺得翻出「我特別的小星火」好像太土太不中文了點
中文可以說人對自己很特別，但如果要放在這裡就不能以那樣的順序去闡述
因此就以愛稱的含譯去翻成我「親愛的小星星」了

2:00
"seven rings collapse"的那個七環
在我們瘋狂找資料之後最終從官方推特推論出是以七宗罪去做分類的地獄分層
例如官方曾說過Lucifer(地獄旅店女主角Charlie的爸爸)掌管著傲慢的那層
而這次的Loo Loo Land則屬於Greed(貪婪)的那層地獄區域
資料佐證: https://twitter.com/IMPmurderpros/status/1337287692082503680?s=20

8:30
Blitzo說"I am not a day hooker." 就是說我可不是個在白天出來賣身的
被某阿姨側目後，他說"What? I said I am not one, prude." 就如同字幕那樣
值得一提的是Prude是指那種比較正經或是比較保守而顯得無趣的女人
我們商榷後決定使用這個有點好笑，來自海綿寶寶的說法XD

10:06
這裡的梗恰好被我們的中文字幕遮住了
其實在我們字幕那個「東西」那邊可以看到那隻娃娃有個標籤
上面還真的是寫"thing?" 表示那隻娃娃還真的就是叫做「東西」
所以那兩位才把這個字講的那麼強調XD

10:37
原本我們常說"What the hell" 類似「是怎樣啊」或「什麼鬼啊」的口語用法
但這裡Moxxie想避免造口業所以說了改編版的 "What the heaven is wrong with this thing."

11:11
從這裡開始大家可以明顯地聽到Fizzarolli每次都叫Blitzo "Blitzo" (看不懂齁XD)
試播集的時候Blitzo本人有強調過他的名字裡面的o是不發音的
因此唸起來其實是"Blitz" (可以回去看第一集或是仔細聽其他人叫Blizto)

因此後面 11:19
在Blitzo強調 "The O is silent now." 「我名字的o現在不發音了」之後
被Fizzarolli反嗆 "Just like your audience always was when you told your lazy jokes here."
延伸上句的silent(安靜) Fizzarolli嗆說這個silent是跟當年你在這裡工作的時候講爛笑話觀眾的反應(安靜)一樣嗎?

11:35
人be salty 帶有那個人惱羞成怒或是不服輸而不悅或生氣等意思

13:02
這段有夠靠北XD Nathan好慘=__=
其實還能看到娃娃頭有掉眼淚

14:10
Stolas對女兒說 "I know it's a lots. I should have listened."
我們的解讀是這樣的「我知道(我後來跟你母親處的不好以及出去跟別的人鬼混等事情)令你難以消化/承受/接受」「我當初應該好好傾聽妳的想法的(就不會讓妳累積痛苦到今天了)」

15:17
Stylish Occult是一家店的名字喔
Loona也有去過呢，可以在她的IG上看到
資料佐證: https://www.instagram.com/p/CGwCZzMAbDd/?utm_source=ig_web_copy_link
而Stolas後來似乎也真的幫他女兒買了個標本
資料佐證: https://www.instagram.com/p/CIl9U5LAIZW/?utm_source=ig_web_copy_link




希望大家能多多支持我們翻譯組!
訂閱頻道追蹤更多我們的影片!
IG看我們的日常與製作進度: weed99coco1
關於我們翻譯組: https://home.gamer.com.tw/creationDetail.php?sn=4035888
動畫與額外翻譯的網誌:https://weedtrouble.blogspot.com/
我們的Twitter: https://twitter.com/TransWeedVABOSS