今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

Dior男神香曠野之心淡香水、淡香精、香精到底差在哪呢～？來為大家解答一下‼️

先來介紹一下Dior Sauvage 曠野之心的主要香調😉

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剛噴上去柑橘香氣比較明顯，大概2分鐘後開始會有胡椒的味道出現揉合，但柑橘香氣不會消失，所以一開始帶給大家是清爽的氣息。
〈中調〉薰衣草、廣香、天竺葵
大概15分鐘後會來到中調，起初的薰衣草激起海洋調的香味，和前調完美的銜接，然後由廣香和天竺葵開始讓香味變得厚實、溫暖。
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噴上香水後約1小時正式來到一支香水最重要的後調，這時候木質調開始浮現，是一種焚燒的木質香調，讓你無法忽略它，非常的有獨特性且完全不刺鼻，反而讓人對你的氣息留下深刻的印象。

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《The Guardian 英國衛報》

英國衛報在7日以「自身成功的受害者：為何台灣未能設法因應大規模新冠疫情爆發」A victim of its own success: how Taiwan failed to plan for a major Covid outbreak為題，評論報導點出儘管台灣先前有250天沒有發生任何本土案例。

但近期在台灣發生逾1.1萬例感染案例中，超過90%是在5月中以來染疫。台灣主要受三大因素，而在抗疫中失敗：

1）疫苗訂量不足、
2）錯估全球疫苗短缺形勢
3）和地緣政治影響。（指因中國大陸復星集團代理權爭議買不到輝瑞疫苗）

而且，因為疫苗不足，台灣全國接種疫苗的人口比率，不到3%。（指施打一劑）

●未能及時防範兇猛的英國病毒株

多位公共衛生專家表示，在病毒於全世界一波波擴散之際，台灣當局未跟上有
關新的變種病毒株的新知識、包括對抗空氣傳播必須通風的重要性。

*尤其大規模檢測的有效性。

一些人士認為，台灣已成為「自身成功的受害者」。

公衛專家、前副總統陳建仁表示，當局原先以為他們靠著接觸史追蹤系統和精確篩檢就已控制住疫情，但英國病毒株傳播速度更快，帶來挑戰，而且5月9日母親節又釀成超級散播事件。

●不願採取嚴格封鎖措施

衛報也指出，台灣當局顯然反對採取激烈的封鎖措施，而且屢次重新界定引發必須封鎖定義門檻。

振興醫院感染科主治醫師顏慕庸表示，從疫情大爆發以來，已有很大的改善，但他仍希望台灣能基於感染數和風險水準制定明確定對應的封鎖限制措施。

顏慕庸說，他仍擔心加護病房被增加的病患數壓垮，進而導致外溢至社區的風險，「這曾經發生在紐約市、義大利北部。你必須要停止傳播，就是要採用封鎖。一個必要、精心規劃的封鎖」。

●疫苗仍是當務之急

衛報指出，全球應對疫情的焦點仍是疫苗，但台灣在取得疫苗方面也面臨問題。

A victim of its own success: how Taiwan failed to plan for a major Covid outbreak
Once a poster child for blocking coronavirus, Taiwan failed to fully prepare a pandemic response or vaccination rollout
Coronavirus – latest updates
See all our coronavirus coverage
Helen Davidson in Taipei
@heldavidson
Mon 7 Jun 2021 09.19 EDT
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While most of the world suffered through hundreds of millions of cases and millions of deaths from Covid-19, the 23.5 million people in Taiwan largely lived a normal life, thanks to a well-documented strong and early response that saw it go 250 days without a single local case. It lobbied for inclusion in the World Health Organization’s decision-making body off the back of its undeniable success and expertise under the slogan “Taiwan can help”.
But now the tables have turned and the island itself is in need of assistance, after an outbreak that started among airline staff in April spread across the island. The government appears to have been caught short by something it thought would never happen: the poster child for outbreak prevention had apparently failed to fully prepare an outbreak response.
It has so far recorded more than 11,000 cases and 260 deaths, more than 90% of them since mid-May. Affected by inadequate orders, global shortages and geopolitics, it has vaccinated fewer than 3% of its 23.5 million people. The president, Tsai Ing-wen, on Monday gave a broadcast address from her office to assure a population at its second-highest alert level that 750,000 vaccine doses promised by the US would arrive soon.
‘We thought maybe we could contain this’

Multiple health and social experts told the Guardian that as the virus spread in waves worldwide, authorities hadn’t kept up with new scientific knowledge around virulent new strains, the importance of ventilation to combat aerosolised spread, the effectiveness of mass testing, or the examples set by some countries of locking down hard and early. Some felt Taiwan had become “a victim of its own success”, even complacent.

* 自身成功的受害者：台灣如何未能為大規模的 Covid 爆發做好計劃

台灣曾是阻斷冠狀病毒的典型代表，但未能為大流行應對或疫苗接種做好充分準備
冠狀病毒 - 最新更新查看我們所有的冠狀病毒報導海倫戴維森在台北
@heldavidson
2021 年 6 月 7 日星期一 09.19 EDT

雖然世界上大部分地區因 Covid-19 感染了數億例病例和數百萬人死亡，但台灣 2350 萬人在很大程度上過著正常的生活，這要歸功於有據可查的強有力的早期反應，該反應在 250 天內沒有發生一個本地案例。

憑藉其無可否認的成功和專業知識，它以“台灣可以提供幫助”為口號，遊說將其納入世界衛生組織的決策機構。

但是，在 4 月份航空公司工作人員爆發的疫情蔓延到全島之後，現在情況發生了轉變，該島本身需要幫助。政府似乎被它認為永遠不會發生的事情弄得措手不及：預防疫情的典型代表顯然未能充分準備好應對疫情。

迄今為止，它已記錄了 11,000 多例病例和 260 例死亡，其中 90% 以上是自 5 月中旬以來的記錄。

受政府疫苗採購不足、全球疫苗短缺和地緣政治的影響，它的 2350 萬人口中只有不到 3% 的人，接種了（一劑）疫苗。

週一，蔡英文總統在她的辦公室發表廣播講話，向處於第二高警戒級別的民眾保證，美國承諾的 75 萬劑疫苗很快就會到貨。

“我們想也許我們可以控制它”

多位公衛體系和社會專家告訴《衛報》，隨著病毒在全球掀起波瀾，當局沒有跟上關於新變種毒株的新科學知識。

*通風對抗霧化傳播的重要性、
*大規模檢測的有效性或示例。

一些國家早已地採取了嚴格的封鎖措施。但一些人認為台灣已成為“自身成功的受害者”，甚至自滿。
⋯⋯

在國內，黨派也攪渾了水，幾位專家告訴衛報，他們對公開批評廣受歡迎的政府和衛生當局（包括陳時中）必須持謹慎態度。

一位公衛專家說，他們覺得政府不願複製在中國看到的任何事情——比如野戰方艙醫院或封鎖——政治已經為判斷蒙上了陰影。

對於台灣以外的人或密切關注疫情的人來說，今天的台灣令人不安地懷舊，彷彿現在是2020年6月，而不是2021年。

全球防疫現在是關於疫苗。

但台灣也在這方面苦苦掙扎。 “我認為政府開始認真考慮 [疫苗] 太晚了，”全球臺灣醫學聯盟總幹事、前國家監察員委員Peter Chang 博士說。

“他們認為我們很擅長戴口罩，人們在保持社交距離方面非常自律，所以沒關係。”

許多早期在該病毒上取得成功的國家也一直在努力獲得和分發疫苗，但台灣面臨著額外的併發症，包括指責和中國地緣政治干預的實例。台灣聲稱中國阻止了與德國疫苗生產商 BioNTech 的交易，中國予以否認。

台灣防疫指揮中心CECC 告訴《衛報》，它正在盡最大努力控制疫情，但“公平獲得有效疫苗是結束全球 Covid-19 大流行的最終解決方案”。

日本已提供超過 120 萬劑疫苗，美國參議員周日飛往台北，宣布美國的捐贈，並強調美國兩黨對台灣的支持。

進入第 3 級警戒兩週多後，病例數並沒有顯著下降，週一警報再次延長，直到 6 月底。

陳時中部長認為 3 級已經足夠嚴格，並質疑政府實施更多措施的能力，但表示沒有足夠明確的信息，告訴一般人如何保護自己免受高比例的無症狀感染者和所謂的“隱形感染”者。

“你必須假設任何不與你同住的人都是潛在的攜帶者，”他說。 “在接下來的兩週左右的時間裡，不要與不和你住在一起的人在室內聚會。”

https://amp.theguardian.com/world/2021/jun/07/a-victim-of-its-own-success-how-taiwan-failed-to-plan-for-a-major-covid-outbreak