“Inspiration is for amateurs. The rest of us just show up and get to work. If you wait around for the clouds to part and a bolt of lightening to strike you in the brain, you are not going to make an awful lot of work. All the best ideas come out of the process; they come out of the work itself.” - Chuck Close.

I was so thrilled when I got to see Chuck Close’s paintings in person a few years ago at @metmuseum. He was one of my biggest inspirations when I started exploring a career in art in 2013, and I was totally fascinated by his pixelated, fragmented portraits, the many penciled grids on his canvas, and the layers of colours painted on each small pixel. He created many paintings from his wheelchair with a brush strapped to his partially mobile hand after he was paralyzed from a blood clot in the 80s.

RIP Chuck Close. Thank you for the inspiration. I will still get back to work. x

🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:

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: 這不算是基礎的估值會議)

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.

(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)

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)

🌻好股介紹(不是推薦): Pool Corporation (POOL)

美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.

今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.

POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.

公司網站: https://www.poolcorp.com/

Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.

“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784

🌻復盤2010科技股

有人說, 今年科技股像是2010年, 漲不太起來.

好奇心驅使下, 我去挖了點資料.

結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.

那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.

所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.

The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010

Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453

NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf

🌻我平常做的功課

曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.

目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.

固定看的網站: CNBC

每季做的事情: 看&整理公司季報結果.

平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).

Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........

Matter is meant to bring together a fragmented industry.

Hiii! This is a song that I really like, written by my lovely songwriting producer singer songwriter friends 😂 —— #還原 Sharon Kwan’s 2020 album!

嗨☺️ 翻唱一首我的朋友們的作品- 《還原》來自小關關詩敏 Sharon 的專輯。很好聽感人的第一首歌🥲❣️

===

詞：陳學聖
曲：關詩敏、許郁翎

Lyrics🎶

你氣息滲透變成 那片海 的氣味
我刻意粗心一點 就不必急著避諱

關於我們的一切 像是手中的咖啡
多熱烈 都冷卻
就連苦澀痕跡 在杯沿 也變很淺

沒 再反對想念
反正想累了 死心就能總結
回憶 只是念舊行為
和愛最後是怎麼結束
本質沒有關聯
想 再懇求時間
最好別應驗 脆弱底線
把現在還原到陌生 別留念

關於我們的一切 像是手中的咖啡
多熱烈 都冷卻
就連苦澀痕跡 在杯沿 也變很淺

沒 再反對想念
反正想累了 死心就能總結
與其再去跟對錯糾結
不如持續這零碎的和諧
也是種安慰
想 再懇求時間
最好別應驗 那些永遠
我們就還原到陌生 到起點

Ni qixi shentou biancheng na pian hai de qiwei
wo keyi cuxin yidian jiu bubi jizhuo bihui
guanyu women de yiqie xiang shi shouzhong de kafei
duo relie dou lengque
jiu lian kuse henji zai bien yuan
ye bian hen qian

mei zai fandui xiangnian
fanzheng xiang leile sixin jiu neng zongjie
huiyi zhishi nianjiu xingwei
he ai zuihou shi ze me jieshu
benzhi meiyou guanlian

xiang zai kenqiu shijian
zui hao bie yingyan cuiruo dixian
ba xianzai huanyuan dao mosheng
bie liu nian

guanyu women de yiqie
xiang shi shouzhong de kafei
duo re lie, dou leng que
jiu lian kuse henji zai bei
yan ye bian hen qian

mei zai fandui xiangnian
fanzheng xiang leile sixin jiu neng zongjie
yuqi zai qu gen dui cuo jiujie
buru chixu zhe lingsui de hexie
yeshi zhong anwei

xiang zai kenqiu shijian
zui hao bie yingyan naxie yongyuan
women jiu huanyuan dao mosheng, dao qidian

-Translation-
Your breath penetrates into the smell of the sea
I’m a little careless, so I don’t have to rush to avoid taboos
Everything about us is like coffee in hand
How warm it is to cool down

Even the bitterness marks become very shallow on the edge of the cup
No longer opposed to missing misses anyway
Memories are just nostalgic behavior and how does love end in the end
Essentially unrelated

I want to beg for time, it’s better not to come true, the bottom line is fragile
Restore the present to a strange one, don’t remember
Everything about us is like coffee in hand
How warm it is to cool down

Even the bitterness marks become very shallow on the edge of the cup
No longer opposed to missing misses anyway
Rather than struggle with right and wrong, it is better to continue this fragmented harmony
Also a comfort

I want to beg for time, it’s better not to come true, those forever
We return to the strangeness to the starting point

from https://jspinyin.net/2020/09/07/pinyin-lyrics-sharon-kwan-%E9%97%9C%E8%A9%A9%E6%95%8F-%E9%82%84%E5%8E%9F-hai-yuan-%E6%AD%8C%E8%AF%8D/

======

錄音製作：Pg 許郁翎
拍攝：Joy Lin & H.Bear & 簡婕

嗨，我是一名重鬱症患者

因為精神運動遲滯、記憶渙散的關係，我的言語開始發生困難，也幾乎喪失了釐清、組織細節的能力。所以接下來我要說的話，可能有點零散、破碎。

Hi,I am a patient with Major depression disorder(MDD).

I started losing my verbal ability because of the symptoms like psychomotor retardation and hypothesis.
I am not able to straighten and organize my thoughts well.
What I am going to tell might be a little fragmented like pieces.

這是我在2019年，29歲生日的時候所做的影片
這次附上英文字幕，讓更多的朋友們可以看得懂

This is the video I made on my 29th birthday in 2019.
English subtitles are attached this time, hoping that more people can understand.

（可以的話請戴上耳機，前方高負能慎入）
（Please wear headphones if you can.）

Dear All,
I am more than happy to announce that our team is launching an exciting campaign with lots of collaborations! Here you go our first piece of art work.

"音樂影像(Music Video)不是音樂的襯托。她是獨立的作品，同時讓人能"看見"音樂及一切從音樂開展的可能性。"

【Please support us】:
https://tickcats.co/ticket/everyday-i-die-a-little-bit-inside/

第一部曲 | Reminiscence (End Game Version)
末日版本：科技進步 vs 情感倒退 【3D 動畫家】

科技的進步也許是為了世界倒退而繼續支撐著人類的冰冷產物。在人工智能的城市裡，人捨棄了屬於城市本來的溫度，彼此之間生長更多距離。智能人類誕生的故事毫不陌生，在其自我學習的過程中衍生出本不存在的東西——情感，然後經歷逝去。
Reminiscence的人工智能城市裡，一位人（AI）與其他人每天過著重複的生活。有天，她突然發現遠古帶有血肉的生命體，頓時意識到自己有了複雜的變化，開始尋找答案。一直操控AI意識的程序逐漸消失，失去被控制的瞬間，城市開始崩塌，其他人感到迷失。然而，有了自我意識/情感的她，醒覺自己和其他人原是冰冷的智能人類，情感帶來的溫度慢慢腐蝕她的身體、崩壞、死去。

歌：
回憶是很微妙的，每一秒的消逝，每件事一旦過去，就演變成只在腦海裡而現實已不復存在的畫面。在所有逝去前，我們能否緊握當下的每一秒？

Chapter one | Reminiscence (End Game Version)
Technological advancement vs The emotional regression (3D animator)

Technological advancement is perhaps the reason why people are still able to live amidst the Great Regression. In the AI cities, people distance themselves from each other. The AI started to develop something that the makers did not intend them to learn through self-learning algorithms: emotions.

In the city of Reminiscence, Ms AI was living a plain, repetitive and normal life like the others. One day, she discovered ancient life forms that's so different from her species, organic with blood and tissues. The great shock that led her to the urge for truth was then spreading throughout the city. And slowly day by day, the program that controls the AIs was overwritten and finally erased. At the very moment of losing control, the city started to fall apart and everyone started to gain self-consciousness, and realised that they are only stone-cold robots. Emotions in the AIs eventually started to erode their body to death.

Song:
Reminiscence is interesting in a subtle way. The passing of time, the happening of different events... they afterwards become fragmented memories in us. So can we seize the day when it passes?

【Lyrics】

#She come and gone
Left me alone
Three years no call
They said it was not my fault

I grabbed her wound
My weakness I poured
That’s how we were torn
They said it was not her fault

If I were a tree
Would you be my leaves
What keeps us believe
Our fragile love would always exist

If I were the sea
Would you be my fishes
Tell me you believe
Our fragile love would always exist

*Cry Cry out loud
I don’t need to be the one
who makes you smile
Fly Fly to someone I can’t shout
When you’re about to falls
I will keep my feet on the ground* #

Repeat #
Repeat *

_________________________

【Music Video】
Director / Animator | Ivan Hung

https://www.instagram.com/ivan_terrible/

______________________

【Music 】


Written by CHANKA
Arranged by CHANKA, MAEL, Hin, Dean
Recorded by Nichung
Mixed by MAEL
Mastered by Lok Chan
-
#CHANKA #陳嘉 #Reminiscence
-
Now available on:
Spotify: https://spoti.fi/3hjYDYO
Apple Music: https://apple.co/32kYTCt
KKBOX: https://kkbox.fm/uSeWTe
MusicOne: https://bit.ly/2FmBNT8
JOOX: https://bit.ly/2F9O79x
TIDAL Music: https://bit.ly/3bRhaub

_________________________


CHANKA 陳嘉:


https://www.instagram.com/wander.chanka/
https://www.facebook.com/wander.chanka/
wanderchanka@gmail.com
-
Have a listen of some of my other works :
"Silence" : https://youtu.be/1Hkk7l4zk9k
"Young" : https://youtu.be/kolrKYxvvf8
"Ocean" : https://youtu.be/GOTdDrC1G-E
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