🌻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.

矽谷輕鬆談 Just Kidding Tech 部落格正式開張！
https://blog.jktech.io/

原本在 Medium 寫得好好的，但最近看到一些建議說如果要直接經營自己跟觀眾的關係，還是有一個自己的部落格或是網站比較好。週末不曉得哪根筋不對，腦波太弱就決定直接衝一發了，花了整整兩天完成一個極簡風的 Blog ，中間踩了好多坑，害我們這週末沒空錄Podcast XD 看似簡單但是前端是業餘水準的我花了好多時間，在這邊分享一下成果！

看得到的功能：
• Dark Mode！Dark Mode！Dark Mode！(個人覺得美美 der)
• 首頁：部落格介紹跟最近文章
• 文章：支援閱讀時間跟標籤
• 顯示同個標籤的文章
• 右上角外部連結到 Podcast / Facebook / Instagram
• 設定網站預覽時顯示的標題、敘述以及圖片 (我今天才知道原來 Open Graph Protocol 是專門設定這個的)

看不到的功能：
• 後台有個文章管理系統，可以上傳圖片跟發文
• 程式碼放在 GitHub，跟 Netlify 整合，程式碼一有改動會自動部署
• Google Analytics

這是我第一次使用靜態網站生成器 (Static Site Generator)，使用的是現在最紅市佔率最高的 GatsbyJS，個人心得是對新手不友善，我自己前端也是業餘水準，對 GatsbyJS 主打的 React + GraphQL 等技術都不熟，花了蠻多時間自己摸索。我又很完美主義，很多東西自己知道明明不重要但又想要弄成自己喜歡的樣子，所以搞得我好苦呀。

我選了一個自己喜歡的主題開始，但發現 Gatsby 要改寫原本主題的 UI 很不直覺：要 Shadow 原本主題的檔案，意思就是你針對你想改的元件，它在原本主題的原始碼位置在哪裡，產生一個一樣的相對路徑去複寫那個檔案。很不直覺的點是，我 fork 的 starter 裡面並沒有那個主題的原始碼，所以我得開兩個 IDE 視窗交互看我才知道我要改的 UI 要產生什麼對應的檔案。

上面那段看不懂沒關係，重點是如果要我再選一次的話，我建議不要用什麼 SSG 了，直接用現成的 Wordpress.org, Wix, Squarespace 或是 Weebly 比較快，可以省下很多時間，畢竟寫作的內容才是重點，後面用什麼技術對觀眾根本不重要呀！

【#片語東西軍：「Stick a fork in」是什麼意思？】
趕快來票選回答 ☟☟☟　
正解將在隔日同一時間公布至本篇留言區😉

這影片只是作講解及示範測試

如因模仿測試而得到任何損失
本人絕不負責 o_Ov

▷ 更多資訊、科技相關的影片 ◁
https://goo.gl/E43kr6

註1: “甘寧” 是 “X你” 的諧音…懂嗎?
英文就是 F U…還是不懂就算了 ^-^
靈感: https://youtu.be/iXFREI66PDc

註2: “D槽” , 本來單純解作” D硬碟 (D Drive)”
後來因為某某事件被揭起 “迷片全都在D槽中”
國語讀音又與 ”低潮”同音 , 故後來引伸出大量的意思 ;
通常用來揶揄別人
常被指『你已經達到了人生“D槽” 所以要打開“D槽”來慰藉』
另外 『你才OO、你(們)全家都OO』也曾經是非常熱門的潮句呢!

註3: “你有Freestyle嗎?” 來自最近爆紅的 “中國有嘻哈”
因吳亦凡在節目中說出這句話
但卻被網友挖出他的Freestyle有多爛...
現在用作 “因為詞窮而用來引開話題“ 的語句
用法像:”今天天氣很好呢^_^”
來源: https://youtu.be/zdlxfoPCOOM

▷ 延伸閱讀 : 叉路炸彈 Fork Bomb - 駭客的服務阻斷攻擊 ◁
https://goo.gl/fc6JVL

▷ 更多實驗 More Experiments ◁
https://goo.gl/MzwL7f

▷ 更多趣味話題 More Funny Video ◁
https://goo.gl/SrmBPm

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▷ 背景音樂資訊 BGM (Background Music) Info. ◁

BGM1: Toby fox - Undertale 003 - Your Best Friend
BGM2: "New Phantom" by Silent Partner
BGM3: TheFatRat - Infinite Power
Music Link : https://youtu.be/3aLyiI2odhU

~~~~~~~~~~~~~~~~~~~~~~~~~~

(ﾟ∀ﾟ) ノシ
更多關於我的 More About Me

實用 Useful：
▷ 生活妙招 Life skills ◁ https://goo.gl/ZTLG18
▷ DIY教學 DIYs Guide ◁ https://goo.gl/u4ENC7

搞笑 Fun：
▷ 趣味話題系列 Funny Video ◁ https://goo.gl/SrmBPm
▷ 惡搞混音曲 Parody Remix ◁https://goo.gl/sdbRM4
▷ 挑戰系列 Challenges ◁ https://goo.gl/IGt6Kg
▷ 智障劇場 ◁ https://goo.gl/RKDPQM

實測 Practice：
▷ 開箱系列 Unboxing ◁ https://goo.gl/CE6MpC
▷ 實驗系列 Experiments ◁ https://goo.gl/MzwL7f

寵物 Pet：
▷ 我的搞笑倉鼠 My Funny Hamsters ◁ https://goo.gl/8sNzHy
▷ 倉鼠養育教學 Hamster Care Guide ◁ https://goo.gl/zZWYF7

放鬆 Relax：
▷ ASMR系列 ◁ https://goo.gl/KSvmVF

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▷ 臉書粉絲專頁 Facebook Fanpage ◁ https://goo.gl/699CdS
▷ Instagram ID ◁ CarlHo117