🌻台灣時間昨天(08/08)是父親節. 在這邊祝各位父親佳節愉快. 也希望大家珍惜與家人相處的時光. 對家人表達愛意, 也不需要特別等到這一天.

🌻美國生活
Lockdown後, 請小心腰圍..........

前幾天去了醫院. 醫生也說, 疫情後, 她大約有1/4的孩童客戶是過重(還是肥胖). 也有些孩子還得了憂鬱症.

這篇文章介紹了跟減重有關的公司:
3 Stocks to Buy That Should Get a Boost From Pandemic-Driven Consumer Weight Gain
https://finance.yahoo.com/m/4cde2823-fb4e-3438-98dc-db880586fad6/3-stocks-to-buy-that-should.html

🌻18位共和黨議員倒戈　1.2兆美元基建案參院程序表決過關
https://www.bcc.com.tw/newsView.6879676

🌻"Guidance (財測) is the product of both operational insight (營運的洞悉) and expectation management(預期的管理)."
https://www.wsj.com/articles/how-long-can-bmw-resist-teslas-pull-11628005314

上面那句話說的挺好. 財測是高層對未來營運做預估的一種方法. 之前放掉一家公司, 就是因為公司的營收預估一直做得不好, 加上也還有比它更好的公司.

🌻上週做的功課與閱讀
上週花比較多的時間在看公司的財報結果. 功課反而有些亂掉了. 不過還是整理了一下看到的一些資訊:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post.html

🌻PayPal(PYPL)Q3 2021財報的電話會議內容已經整理好:
https://drive.google.com/file/d/1N64aPdl4fVybdNL5F1tFsj_YKWBnywaC/view?usp=sharing

🌻前幾天分享了一些基金經理人挑股的邏輯: 看趨勢, 找產業insight, 看商業模式, 把公司拿來跟產業其他對手相比, 看飛輪效應, 看高層&執行力. 有興趣的可以看看.

🌻新冠疫情反撲導致好萊塢影視製作中斷
https://on.wsj.com/3ClUHCx
中文稿中並沒有提到的是, 演藝圈其實跟餐飲業很像, 是人與人間需要近距離相處的產業.
"Hollywood movie and TV sets differ from typical office environments as people are often forced to work in close proximity with one another. Masks and social distancing are sometimes unrealistic, and cast and crew members frequently enter and leave filming locations."
https://www.wsj.com/articles/hollywood-productions-halted-as-covid-19-emerges-on-sets-again-11627551001

🌻美國這幾天目前最紅的亞裔Sunisa Lee.......苗族人(Hmong).
https://www.youtube.com/watch?v=4Qn49CBmd9M

中西部真的挺多. 都有在Wisonsin, Minnesota碰到過.

苗族人定居美國的故事: https://bit.ly/3yxYA50
"大批苗族人在70年代以難民身份來美定居，至今美國苗族人口約有26萬。他們集中在美國中西部地區生活，明尼蘇達州正是 苗族社群的最大聚居地，人口逾6.6萬人，蘇妮莎正是出生於該州首府聖保羅巿（Saint Paul）。蘇妮莎的父母正是來美的難民之一，然而雖然成功逃避戰亂，但至今六成美國苗族人屬於低收入階層，超過四分一更屬貧窮階層。"

The only thing our parents knew was to push us to go to school, get an education and go to college. They never thought that us as Asians could do any extracurricular activities without being judged,” said Amy Vang, owner of Little Luxuries Nail Lounge, where Lee got her nails done ahead of the Olympics. “That’s why Suni’s story has touched so many people…It has opened eyes in the Hmong community, to parents, that you can support your children in whatever they want to do and they can become successful.”
https://www.wsj.com/articles/sunisa-lee-tokyo-olympics-nails-11627737076

🌻Apple TV+的"Schmigadoon"這部片挺不錯........有興趣的話可以看看(尤其是喜歡歌舞劇的讀者).
劇裡面的這首歌我也很喜歡. 與大家分享.
"With All of Your Heart"
https://www.youtube.com/watch?v=39UCSfQwO8E

Pictures: Sleeping Bear Dunes National Lakeshore; 本周發表財報的公司一覽表

感恩所有报馆的报道 🙏
谢谢 💓 丽玲姐姐爱你们 🥳

抗疫时期应有✅的理财💰知识

谢谢南洋商报 💓 南洋商报 Nanyang Siang Pau
https://www.enanyang.my/北马/槟财务规划委员会-711联办中文理财论坛

谢谢中国报 💓 China Press (中國報)
http://penang.chinapress.com.my/20210630/%E7%96%AB%E6%83%85%E4%B8%8B%E7%9A%84%E7%90%86%E8%B4%A2%E7%9F%A5%E8%AF%86%E8%AE%BA%E5%9D%9B-711%E7%BA%BF%E4%B8%8A%E7%BA%A6%E5%AE%9A%E6%82%A8/

谢谢 光华报 💓 光华日报 Kwong Wah Yit Poh
https://www.kwongwah.com.my/20210630/%E6%8A%97%E7%96%AB%E6%97%B6%E6%9C%9F%E5%BA%94%E6%9C%89%E7%9A%84%E7%90%86%E8%B4%A2%E7%9F%A5%E8%AF%86%E8%AE%BA%E5%9D%9B%E7%BA%A6%E5%AE%9A%E6%82%A8%EF%BC%81/

谢谢光明日报 💓 Guangming Daily-光明日报
https://guangming.com.my/%e6%aa%b3%e8%8f%af%e9%9d%92%e5%9c%98%e7%90%86%e8%b2%a1%e8%ab%96%e5%a3%87-%e8%ab%96%e7%96%ab%e6%9c%9f%e7%90%86%e8%b2%a1%e5%8e%9f%e5%89%87%e7%9f%a5%e8%ad%98

谢谢 💓
https://cforum.cari.com.my/forum.php?mod=viewthread&tid=4284590&extra=

谢谢 💓
https://hotlah.cari.com.my/portal.php?mod=view&aid=154665

谢谢 星州日报 💓
https://www.sinchew.com.my/content/content_2511737.html

谢谢 💓 南洋商报 - 北马区
https://www.enanyang.my/北马/不仅储蓄-投资也是理财

谢谢 💓 The Star The Star
https://www.thestar.com.my/metro/metro-news/2021/07/15/pandemic-driven-financial-habits

Facing financial problems during the fighting periods against the pandemic

Dr Tan Chuan Hong: Welcome to free registration for attending 711 Mandarin Personal Financial Planning Forum.

The Chairman of the Malaysian Financial Planning Council Penang Chapter, Dr. Tan Chuan Hong urged the public to register to join the forum which will be held on July 11 (Sunday) at 2:30 pm. The forum “Knowledge, Attitude and Implementation of Personal Financial Planning during the Fighting Period against the Pandemic" is organised by Penang Chinese Town Hall Youth together with live broadcaster "Ling Listening to Your Heart".

He said that during the fighting period of more than a year against the pandemic, many people are facing financial pressures and suffering from mental illnesses such as depression, and there is a gradual increase in them.

Dr Tan Chuan Hong said that beside public hope that the government can give more assistance and revitalization packages to assist them, the council also hopes to provide more correct and positive financial management knowledge through this Personal Financial Planning forum. So that, the public can have a broader and long-term vision to deal with their own financial problems, whether it is to increase income and reduce expenditure, relieve debt pressure, prudent and smart investment or asset allocation and other arrangements as well as have a better understanding and wise decision-making.

"In terms of financial management attitude, we should handle financial crisis more carefully, and at the same time avoid overconfidence and fluke mentality to seek for opportunities of rapid gaining investment.”

Dr Tan Chuan Hong hopes that through this Personal Financial Planning forum, people can have a more rational attitude and strive to reduce emotional consumption when implementing their own money and avoid falling into investment scams with smarter financial management.

In addition, Penang Chinese Town Hall Youth YouTalk Online Bureau Chief said that the online live broadcast sharing session planned by Penang Chinese Town Hall Youth will mainly discuss about public welfare content related to citizens' awareness.

This is the sixth event which was also co-organized by the Penang Chapter of MFPC collaborated with famous artist Cindy Po 傅丽玲 ; and an interview will be carried out among Deputy President of Malaysian Financial Plaining Council Dr Chong Kok Fei who is also a Financial Education Manager of AKPK together with Chairman of MFPC Penang Chapter and Certified MFPC Trainer Dr Tan Chuan Hong.

Those who are interested in participating in this online Personal Financial Planning online forum can register for free (for the public) https://1st.mfpc.org.my/PublicEventRegistration/280, and (for MFPC members) through https://1st.mfpc .org.my and will get 2 CPDs points.

張忠謀對半導體供應鏈在地化的致詞引起矚目，我將全文的翻譯，分享給大家：

張忠謀APEC非正式領袖會議致詞全文：（中文在後）

This Informal Retreat has been called to discuss how Asia-Pacific can collaborate to move through the COVID health crisis, and to accelerate the post-COVID economic recovery. Chinese Taipei will address these two topics specifically.
On COVID-19, Chinese Taipei has had an excellent record so far. With a population of 23 million, over the last year and half, and in spite of a recent surge which has now abated, we have had a total of about fifteen thousand infected cases (.07% of the population), and 763 deaths (3 out of one hundred thousand).
We believe that our experience and know-how gained can help other APEC members. We have been, and continue to be willing to help. We have donated masks and other medical supplies to other APEC members in the past and are ready and willing to share our anti-COVID-19 know-how with you.
At the same time, WE NEED HELP! Our vaccination coverage at present is less than 20%. Although the U.S. and Japan have been generous in donating vaccines to us, and our private institutions have succeeded in procuring ten million doses of vaccines, we still need more vaccines, and need them sooner! Most other APEC members need help as well. We must ask for help from the APEC members that possess and produce more vaccines than they themselves need.
On re-vitalizing Post-COVID economy, Chinese Taipei urges free trade among APEC members and in the world, after giving consideration to vital national security needs.
In the past seven decades, free trade has enabled vibrant growth in most APEC economies. Free trade is merely a way in which each APEC economy contributes its own competitive advantage and every APEC member benefits.
Recently, however, we note with concern the tendency to want self-sufficiency or “on-shoring” of semiconductor chips. We must point out that in the past many decades free trade has greatly helped the advance of semiconductor technology. In turn, the ever greater complexity of the technology has caused the supply chain to go “off-shore”.
It would be highly impractical to try to turn back the clock. If it is tried, cost will go up and technology advance may slow. What may happen is that after hundreds of billions and many years have been spent, the result will still be a not-quite-self-sufficient, and high-cost supply chain.
We do recognize national security concerns, and believe that for security applications, a self-sufficient supply chain within one’s own borders is prudent. However, for the much larger civilian market, a supply chain substantially based on free trade system is by far the best approach.
In summary, on COVID-19, Chinese Taipei can help, is ready and willing to help with its know-how, but also needs more vaccines sooner, along with many other APEC members. On Post-COVID economic re-vitalization, Chinese Taipei urges free trade, after giving consideration to vital national security concerns.

（中文翻譯）

此次非正式領袖會議召開的目的是討論亞太地區應如何合作以度過新型冠狀病毒（COVID-19）疫情危機，並加速疫後經濟復甦。中華台北將就這兩個議題表達看法。
面對新型冠狀病毒（COVID-19）疫情，中華台北迄今維持傑出防疫紀錄。我們有兩千三百萬人口，儘管近期疫情曾一度升溫，但目前業已趨緩，在過去超過一年半的時間中，總確診病例數約為一萬五千例（佔總人口0.07%），其中死亡病例數為763例（約為十萬分之三）。
相信我們在過程中得到的經驗與知識能夠協助其他APEC成員。我們持續地願意提供協助。過去我們曾捐贈口罩與其他醫療物資予其他APEC成員，現在也準備好與你們分享我們抗疫的知識。
同時，我們也需要幫助！目前我們的疫苗注射覆蓋率低於20%。雖然美國與日本已慷慨捐贈疫苗，我們的民間機構也已成功採購一千萬劑，我們仍然需要更多數量的疫苗，而且需要儘快取得！其他多數的APEC成員也需要幫助。我們需要向目前擁有並生產超過他們自身所需疫苗數量的APEC成員尋求協助。
針對疫後經濟復甦，中華台北敦促APEC成員，在考慮重要國家安全需求後，彼此間及與全球進行自由貿易。
在過去70年，自由貿易使多數APEC經濟體蓬勃發展。自由貿易僅是各APEC經濟體貢獻自己的競爭優勢，而其他APEC成員藉此受惠的方法。
然而近來，我們很關切要求「境內」半導體晶片自給自足的趨勢。我們必需指出，過去數十年的自由貿易大幅促進半導體技術發展。因此，越趨複雜的技術致使供應鏈走向「境外」。
試圖讓時光倒流是相當不切實際的，如果嘗試讓時光倒流，不僅成本將會提升以及技術的進步可能放緩。在花費了數千億與許多年的時間之後，結果仍將是無法充分自給自足且成本很高的供應鏈。
我們認同國家安全的顧慮確實存在，也相信針對國安應用，在國境內存有一個能夠自給自足的供應鏈是審慎的作法。然而，針對規模大得許多的民間市場，一個基於自由貿易體系的供應鏈是最好的作法。
總結來說，針對新型冠狀病毒（COVID-19）疫情，中華台北能夠協助，我們也願意、並準備好以自身的知識與經驗提供協助，但也和其他許多APEC成員一樣，需要儘快取得更多疫苗。關於疫後經濟復甦，中華台北敦促在考慮關鍵國家安全需求後，應該採取自由貿易。

訂閱VV頻道▶https://reurl.cc/dKQjk

▼誰是VV? Who Are The Members Of VV?
🐳金魚腦SZUMIN肆旻🐳
➫粉絲頁Facebook：https://goo.gl/zKL4M9
➫哀居Instagram：https://goo.gl/M5FxGN

🐑我是李肆旻的表姊啦不要再問了-小羊MehMeh🐑
➫粉絲頁Facebook：https://goo.gl/3Lk2us
➫哀居Instagram：https://goo.gl/eTri4b

►相關合作邀約請洽：
Business Request:
➫E-mail：thisisVVofficial@gmail.com

📎This is NOT sponsored video
/ 若欲轉載或使用於其他平台，請來信取得分享授權 /
Thanks for watching :)

訂閱VV頻道▶https://reurl.cc/dKQjk

▼誰是VV? Who Are The Members Of VV?
🐳金魚腦SZUMIN肆旻🐳
➫粉絲頁Facebook：https://goo.gl/zKL4M9
➫哀居Instagram：https://goo.gl/M5FxGN

🐑我是李肆旻的表姊啦不要再問了-小羊MehMeh🐑
➫粉絲頁Facebook：https://goo.gl/3Lk2us
➫哀居Instagram：https://goo.gl/eTri4b

►相關合作邀約請洽：
Business Request:
➫E-mail：thisisVVofficial@gmail.com

📎This is NOT sponsored video
/ 若欲轉載或使用於其他平台，請來信取得分享授權 /
Thanks for watching :)

全台灣多虧美國的援助！美國 6/20 來台灣捐給我們 2,500,000 支疫苗，結果全台灣對美國的感恩爆發，讓我感覺十分的感動！來讓我跟你們分享我要如何計畫跟美國國會報告台灣的感恩！

在6月初，美國派出三名國會議員向台灣宣布捐贈疫苗，最初只有75萬支。令台灣驚訝的是，美國於 6 月 20 日帶著 250 萬份疫苗捐給台灣。互聯網因對美國的感激和愛而爆炸；現在輪到我確保美國理解台灣的深切感激！

我打算把大家的感謝之詞放在一起，編成一封信，寄給美國30多位國會議員。我希望讓美國親自了解住在台灣台灣的美國公民和台灣人對兩國之間的聯盟、支持和友誼的感激之情。

這封信中要詢問國會議員寫一封回信，或者與信和你們對美國疫苗捐贈的回應合照。我也會要求收到一面飄揚在美國國會大廈上的旗幟，併計劃將其捐贈給台灣當地政府或學校。

你能怎麼幫忙？請在我的 FB （www.facebook.com/ricemilkking） 影片留言中分享你對美國慷慨捐贈疫苗支和持台灣的回應。最好使用英文回答，不過中文或任何其他語言仍然可以接受！請記得關注看看我們寫給美國的信件的最新狀態。

In early June, America sent three Congress Representatives to announce vaccines to Taiwan, initially only 750,000. To Taiwan's surprise, America arrived on June 20th with 2.5 million vaccines. The internet was exploding with gratitude and love for America; now it’s my turn to make sure America understands Taiwan's deep appreciation!

I plan to accumulate everyone’s kind words of gratitude, compile them into a letter, and send them to over 30 Congress Members in the United States. I hope to let the United States personally know how grateful American Citizens in Taiwan and Native Taiwanese feel towards the alliance, support, and friendship between the two countries.

As part of my letter, I am inquiring that the Congress member either writes a reply or takes a photo with the letter containing your response to American’s vaccine donation. I will also ask of receiving a flag that has been flown over the US Capitol building and plans to donate them to local Governments or Schools here in Taiwan.

How can you help? In the comments on the relating video on my Facebook (www.facebook.com/ricemilkking) please share your response to America’s generous donation of vaccines in support of Taiwan. Using English would be the best, although Chinese or any other language will still be acceptable! Follow this page for updates on the status of our letter to America.


請記得追我其他社會媒體：
Facebook: www.facebook.com/ricemilkking
Instagram: www.instagram.com/logandbeck

歡迎大家加入米漿教 — 身為一個「米漿教徒」
透過你們的支持我能夠繼續跑來跑去台灣各地介紹給國外看！
—— shorturl.at/suDH2 【加入 Join Now】

#台灣 #台美好友 #疫苗