🌻年報導讀

之前提過, 本來想秋天來做這樣的導讀, 但台灣疫情太嚴重, 這個時候做, 或許比較好, 這樣有興趣的人可以利用在家的時間來學習, 也可以轉移對疫情的注意力.

美國上市公司的年報資訊很透明. 通常看完一份年報, 就能掌握八成的公司狀態了. 公司給的官方資訊也比網路上的優質&有系統.

這次會以一家成長型公司的年報為主軸, 其他公司的為輔, 來帶大家看年報, 並分享自己是如何抓公司的營運重點. 屆時也會有有看年報經驗的股友一起做分享.

(By the way, 我說的年報導讀, 是說看10-K(以下以PINS為例). 主要是知道公司的業務, 還有該注意的營運關鍵數字:

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001506293/0c811ec8-0109-4e9a-8f81-974b15595671.pdf

Anyway. 只是想先溝通一下會比較好. 要參加的人, 也比較有心理準備.)

年報導讀
🎯目的: 推廣看年報的好處,並藉此了解公司營運核心, 以掌握財富; 推廣疫情期間在家自學.
🎯對象: 想要了解個股基本面的美股投資人.英文能力不是問題: 可透過這次的導讀, 讓您之後找中文資料時, 能夠進入狀況. 或是之後可利用Google Translator來做輔助.
🎯時間: 台灣時間本周日(06/06)早上10點. 美國的朋友也歡迎(美東時間周六晚上10點, 美西時間晚上7點). 計畫1~1個半小時.
🎯進行方式 : Zoom (抱歉我不會露臉😅)
請用這連結加入會議: https://www.zoom.us/join
Meeting ID: 490 064 3121
Meeting passcode: 4n0tRe(輸入的時候請注意大小寫. 中間那個是數字"0")
(如果屆時不方便, 我會將影片錄下來, 之後可以觀看)

🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_27.html

🌻曾獲諾貝爾經濟學獎的美國心理學家 Daniel Kahneman, 最近接受了Barron's的專訪, 談了一下他的新書"Noise".

https://www.barrons.com/articles/economist-daniel-kahneman-says-noise-is-wrecking-your-judgment-heres-why-and-what-to-do-about-it-51622228892

印象比較深的幾段有:

1. 討論也是會帶來所謂的噪音("in some cases, discussions can cause noise.")
-->This makes me wonder: 大家在一起討論個股時, 是否真的對自己有幫助?

一位財經名嘴的方法挺好: 他會自己先把公司的資料看過一遍後, 歸納出自己的想法. 也讓自己不受到媒體的報導所影響.

2. Overconfidence spins from the fact that we tend to latch onto one interpretation of a situation. We do not see alternatives.
過於自信其實是只看到一種情境的展現, 因為這表示自己沒有看到另外幾種情境.

3. One way to discipline your thinking is independence—making sure that if you’re consulting different people, they are independent of each other. Or if you are looking at different characteristics of an investment, that you evaluate them independently of each other.
一種讓自己思考能夠有紀律的方法是獨立--也就是在跟不同的人徵詢意見時, 這些人的思考也是要互相獨立的. 不是同溫層.
運用在投資上就是, 在考量一家公司的各種特點時, 要獨立去看這些特點.

4. 這段也寫的挺好. 可用在挑股上. 也就是, 挑股時, 不能只把眼光侷限在單一個股上. 而是要把公司拿來跟其他公司一起做比較.
Aggregate judgements wherever possible. Making judgements comparatively, rather than absolutely, is [also] a very good procedure. People are much better at saying that A is riskier than B, rather than putting an exact number on how risky A is and how risky B is. Use comparative risk and relative risk, rather than putting absolute numbers on things. Simple rules tend to be very good; people who are not governed by rules tend to be extremely noisy in their judgements. When you become conscious of the problem of noise, you become conscious of the value of rules and of discipline.

Picture: 花栗鼠(chipmunk)

今日教大家
📌蒜容牛油焗龍蝦尾車厘茄
📌姜餅人

✨✨✨✨✨✨✨✨✨✨✨✨✨
龍蝦尾凍肉資料👉https://bit.ly/3adssZ3

🍏🍏🍏蘋果膠連結🍏🍏🍏
中文
https://www.jlc-health.com/tc-maria-christmas-optin
Eng
https://www.jlc-health.com/en-maria-christmas-optin
🍏🍏🍏🍏🍏🍏🍏🍏🍏🍏

2020年11月30日Live 食譜
特別鳴謝easycook 食譜義工團，快靚正呀🙏🙏

薑餅人曲奇

材料:
原味曲奇粉 一包
豆蔻粉 半茶匙
丁香粉 半茶匙
薑粉 四茶匙
玉桂粉 兩茶匙
鹽半 茶匙
牛油(室溫) 150 克
雞蛋 一隻

做法:
1）牛油放大碗內用發蛋器撥開
2）把原味曲奇粉，所有香料粉，鹽加入已撥開的牛油內，用攪拌棒把牛油及粉拌勻
3）加入雞蛋一隻，再拌勻，然後用手輕輕將粉團稍微搓埋
4）將混合物倒在即矽膠墊上，再用手搓成粉團
5）將粉團分成兩份，分別放入兩個食用膠袋中，從大粉團取出兩份小粉團，把小粉團放在膠袋的角落裏，然後用木棍把袋中的粉團搓成一薄塊, 封好袋口，然後存放在冰格裏30分鐘至硬身
6）硬身後從冰箱取出，沿著膠袋邊把袋剪開，跟著用薑餅人、聖誕樹或星星曲奇模在餅皮上印出曲奇，然後放在已鋪上焗盤紙的餅盤上，放入已預熱攝氏180度焗爐內焗12～15分鐘便可取出。
* 溫馨提示：餅模先沾上少許麵粉然後印出薑餅，會較容易脫模。
* 如果要用糖霜裝飾，須等薑餅放涼後才可開始裝飾

English Version
(YouTube video starts at 17:23. Skip to 31:10.)
Gingerbread Man Cookies
Ingredients:
Plain cookie mix - 500g
Butter - 150g (room temperature)
Ginger powder - 4 tsp
Cinnamon powder - 2 tsp
Nutmeg - ½ tsp
Clove powder - ½ tsp
Salt - ½ tsp
Egg - 1 whole
Plastic bags or plastic wrap

Methods:
1. In a mixing bowl, add in butter and whip until fluffy.

2. Add in plain cookie mix powder, ginger powder, cinnamon powder, nutmeg powder, clove powder, and salt. Mix well.

3. Add in egg and mix well into a dough.

4. Split the dough into 2 pieces and put each into a plastic bag.

5. Fill the two corners of the plastic bag with doughs and flatten the rest with a rolling pin to your desired even thickness. Seal the plastic bag and put it in the freezer and freeze until the dough is hardened about 30 minutes. Repeat the same with the other dough in the plastic bag.

6. Once the dough is hardened, remove plastic bag and shape into pieces with cookie cutter. Dip the cookie cutter into some flour for easy release and prevent stickiness.

7. Bake at 180C (350F) for about 12 – 15 minutes. Serve.

蒜蓉牛油焗龍蝦尾車厘茄

材料
📌 紅椒，青椒，黃椒各一個
📌 車厘茄數粒
📌 急凍龍蝦尾4 - 5隻，視乎氣炸鍋容量。

紅椒，青椒，黃椒醃料
📌 橄欖油少許
📌 黑胡椒少許
📌 鹽少許

龍蝦尾牛油
📌 牛油少許
📌 鹽少許
📌 黑胡椒粉少許
📌 蒜頭少許

做法
1. 紅椒，青椒，黃椒切細件，加入橄欖油，黑胡椒，鹽，之後連同車厘茄放入氣炸鍋用200度焗3分鐘。
2. 龍蝦尾用手將它屈鬆，之後用長匙羹尾端篤入龍蝦尾底部，貼住內殼篤入，用意把龍蝦肉與殼分離。之後再屈鬆龍蝦尾數下。
3. 用剪刀沿著龍蝦尾背部中間剪開殼，剪到最尾一格停，再向左右兩邊打橫剪一剪。
4. 用尖的刀仔篤入龍蝦尾兩邊側邊向入刮一刮，用意令龍蝦肉離開龍蝦殼，之後用手指伸入龍蝦尾底部用力頂龍蝦肉出來，直至到尾段停止。（此時狀態是3/4的龍蝦肉躺在龍蝦尾殼上）之後見到腸部除去，再把龍蝦尾用清水沖乾淨，索乾水份。之後龍蝦尾放在枱上攤開。
5. 碗內放入牛油，黑胡椒粉，鹽，蒜頭碎，撈勻。用匙羹刮一羹牛油塗在龍蝦肉上，直至全部龍蝦肉塗上牛油。
6. 氣炸鍋內的紅椒，黃椒，青椒，車厘茄倒出在碟上，備用。
7. 龍蝦再攤開尾部，逐隻逐隻平放入氣炸鍋內。用200度焗9 - 10分鐘。焗好後後取出，鋪在步驟6的碟上，之後用掃將已溶的牛油掃上在龍蝦肉上，即成。

English Version
(YouTube video starts at 3:29. Skip to 23:11 for finished products.)
Baked Lobster Tails with Garlic and Butter and Cherry Tomatoes
Ingredients:
Frozen Lobster tails
(Defrost and flex it a couple of times on both sides to loosen the meat by holding onto both ends of the lobster tail. Stick a chopstick into the underside and loosen the meat. Cut the upper shell through the center all the way to the tail and cut a vertical slit.
Use a small knife to carefully loosen the meat on both sides of the shell because frozen lobster tail meat tends to stick to the shell.
Slowly wiggle the meat out from the shell with your hand but leave the last part of the meat intact with the tail. Air fry with the shell on will retain its moisture and better presentation. Clean away any debris and pat dry.)

Vegetable Ingredients:
Bell peppers - cut into chunks (green, red, yellow)
Cherry tomatoes

Seasoning Ingredients:
Olive oil
Salt
Black pepper
Butter
Garlic, minced

Methods:
1. In a bowl, add in bell pepper chunks. Spray a bit of olive oil and add salt and black pepper. Mix well. Transfer to air fryer. Add in cherry tomatoes. Cook for 3 – 4 minutes at 200C. After 3 – 4 minutes, transfer to a serving plate and arrange nicely.

2. In a bowl, add in butter, salt, black pepper, and minced garlic. Mix well. Scoop a spoonful and smear on top of lobster tail meat.

3. Transfer lobster tails to the air fryer. Flatten the tail fins nicely. Cook at 200C for 9 minutes for juicy tender or 10 minutes for chewier texture.

4. Optional to drizzle melted butter on top before serving.

＃肥媽食譜
＃mariakitchen

所以說呢，親愛的老外朋友們! 如果你們想刺青中文字的話，拜託先好好的查一下它們的意思啦！😆😂🤣
Therefore, if you gonna get characters tatted onto your body, I implore you to first do your research on their meanings! 😆😂🤣
🤣

IG:
@waylive
https://www.instagram.com/way.live/

Facebook:
https://www.facebook.com/way.live8

Weibo:
https://weibo.com/u/6413332737

**誠邀中文作詞者合作，請私IG, Facebook 或 微博。**
音樂更新與任何合作查詢請私。
Any music inquiries please PM on IG, Facebook, or Weibo.

關於 About:
Raw01 is the ultimate 1st version of Vince Way's original song, recorded exactly the moment it was born. A demo is a final version in its own way - perfectly raw as it should be. May whatever blossoms from it later on, its essence remains only in version Raw01
Raw01是弘正原創歌曲的終極第一版，準確記錄了它誕生的一刻。這些DEMO以後會不斷的進化，但此版本依然是完的最初。

詞Lyrics:
So I've set you free and said
Bye bye old melody
I am too ashamed
You thought Id never think of

All those blurry nights when
Our legs intertwined
Always self reminding
Press Play No rewind just

Kiss me kiss me
If you're wasted
love me hate me if you need it
Greenlight blinking in a distance
Slowly fading in

Take me take me on the next fight
Leave me give this pain a new light
Wishing after all is said and done
I'll be the last one

How much is enough baby
It kills me for your touch
Do you feel alone when
When whole world is on the phone

Blue as memories
Can't unwind misery
Red as liver bleeds still
Hold onto your tree yea

Kiss me kiss me if you're wasted
Love me hate me if you needed
Green light blinking in a distance
Slowly fading in

Take me take me on the next fight
Leave me give this pain a new light
Wishing after all is said and done
I'll be the last one
The last one

The last one
Meet me meet me on the other side
Hold me hold me if it feels alright
As we slowly
Fade away

Catch me catch me at the next flight
We ll be giving it a new light
Keep me safe in a dream cause I m the last one

The last one
I'm last one yea

Took you by surprise
The world ends, you survive
If one day you come undone
I swear ill be your last one


Music and Lyrics By Vince Way 弘正

Don't forget to turn on the bell icon for future uploads 🔔✔️

追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC
KKbox一起聽👉https://www.kkbox.com/tw/profile/GqICYlKUZnCZyC0RO7

🌸本影片與Marin Hoxha合作宣傳🌸

For business inquiries about copyright issues, photos and song submissions,
please contact: https://www.facebook.com/Ginamusicland

____________________________________________________
Social Media:

▶ Download / Stream link : https://fanlink.to/c6NY

👑Marin Hoxha
http://instagram.com/marin.hoxha/
http://soundcloud.com/marin-hoxha
http://facebook.com/Marinhoxhamusic/

👑Nilka
https://Facebook.com/nilkamusic
https://Instagram.com/nilkamusic
https://Twitter.com/nilkamusic
https://Nilkamusic.com

----------------------------------------------------------

Lyrics:

In and out
人流穿梭 時聚時散
We go in and out
我們不斷來來回回
Keep turning the dial
始終轉動著羅盤
Till you find the right frequency
直到找到了正確的方向

Call me out
快聯繫我吧
Yeah, So call me out
快約我出來吧
And maybe a light will click
說不定 會有一盞燈
On in the vacancy
在空虛中被瞬間點亮

Funny how it all changes with one motion
有意思的是 一個細微的動作足以改變一切
Like a subtle roll in the waves causing erosion
就如同一個微浪的翻滾 亦有侵蝕的力量
And the pieces I hold onto are sliding out of reach
零星碎片從我手心溜走 滑到了遙不可及的地方

Keep running my way
繼續走我的路吧
Yeah, keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

You're my hideaway
當世界變得混亂不堪
When it's all diasrray
你就是我的避風港
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

If dynamite took hold of love
如果愛被易燃的炸藥所掌控
The only flames to light it up
那麼唯一能繼續點燃它的火焰
Surround you (surround you)
就圍繞著你（圍繞著你）


Keep running my way
繼續走我的路吧
Yeah, keep fighting for me
對 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

Play it out
預演
Yeah, I play it out
是阿 我在預演
A thousand more times in my mind just to guarantee
我在腦海中無數次預演 只為確保
I could not do better
我已無法做到更好了
This life will mess my head up
這種生活終將會把我自己搞得一團糟
And you're the only one who keeps me sane
而你是唯一能讓我保持理智的人

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

You're my hideaway
當世界只剩下狼藉
When it's all diasrray
你就是我的港灣
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

If dynamite took hold of love
如果愛被易燃的炸藥所掌控
The only flames to light it up
那麼唯一能繼續點燃它的火焰
Surround you (surround you)
就圍繞著你（圍繞著你）

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

Nights just get colder
當我身邊沒有你擁抱時
When you're not here holding me
夜晚變得越來越冷
Will you promise to stay when it feels easier to leave?
當離別變得加容易了 你還會保證留下來嗎？

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

You're my hideaway
當世界變得混亂不堪
When it's all diasrray
你就是我的避風港
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有

If dynamite took hold of love
如果愛被易燃的炸藥所掌控
The only flames to light it up
那麼唯一能繼續點燃它的火焰
Surround you (surround you)
就圍繞著你（圍繞著你）

Keep running my way
繼續走我的路吧
Yeah, Keep fighting for me
是阿 繼續為我奮鬥吧
I'm nothing without you, nothing without you
失去你我將一無所有 一無所有
Nothing without you...
一無所有

Don't forget to turn on the bell icon for future uploads 🔔✔️

追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC
KKbox一起聽👉https://www.kkbox.com/tw/profile/GqICYlKUZnCZyC0RO7

🌸本影片與Rival 合作宣傳🌸

For business inquiries about copyright issues, photos and song submissions,
please contact: https://www.facebook.com/Ginamusicland

____________________________________________________
Social Media:

▶ Download / Stream link : https://fanlink.to/For-Life

👑Rival:
https://www.youtube.com/rivalofficial?sub_confirmation=1
https://open.spotify.com/artist/4u1nYxjl132D6rcMeYQ6Zz?si=-HVI6V_kRrKNNPpFP_SXgA
https://soundcloud.com/rival_official

👑Cadmium:
https://www.youtube.com/cadmiumsound
https://soundcloud.com/cadmiumsound
https://open.spotify.com/artist/2jrBiKykLqcIp2S7GLiahy?si=XOCYEg0ISlytjiihHnCeMQ

----------------------------------------------------------

Lyrics:

Drop top non stop
步履匆匆
Making my way to the nearest city
我正在前往最近的城市的路上
Race off the tracks
沖出軌道
Cruising the coast of the west pacific
巡遊西太平洋海岸
Just go away
我只想離開
Leaving this town for the interstate
離開這個城鎮 跨越州界
With nothing but you by my side
我一無所有 但還有你

I cannot wait to
我已經迫不及待
Break all my rules
想要衝破條條框框的束縛
Ohh


We’ll keep it going on into the night
我們將在長夜中不斷前行
We’re chasing clouds until we find our light
我們追逐雲彩 直到找到屬於我們的光芒
And we will never let it go
我們永遠不會放棄
We’re holding onto our souls
我們堅守著我們的靈魂
I’ll keep on loving you for life life life
我會永遠愛著你一輩子
I’ll keep on loving you for life life life
我會永遠愛著你一輩子
I’ll keep on loving you for life life life
我會永遠愛著你一輩子

Your look so cool
你看起來真酷
Feels so good when I’m misbehaving
哪怕我犯了錯也感覺良好
Your touch like fire
你的觸碰就像火焰
Burning my skin but I like the feeling
灼傷我的皮膚 我卻如此享受
Hard to resist
難以抗拒
Wanna spend all my life like this
我多希望這一生都能這樣度過
With nothing but you by my side
除了你之外 我一無所有

I cannot wait to
我已經迫不及待地
Break all my rules
想要衝破條條框框的束縛
Ohh


We’ll keep it going on into the night
我們將在長夜中不斷前行
We’re chasing clouds until we find our light
我們追逐雲彩 直到找到屬於我們的光芒
And we will never let it go
我們永遠不會放棄
We’re holding onto our souls
我們堅守著我們的靈魂
I’ll keep on loving you for life life life
我會永遠愛著你一輩子
I’ll keep on loving you for life life life
我會永遠愛著你一輩子
I’ll keep on loving you for life life life
我會永遠愛著你一輩子

I’ll keep on, I’ll keep on, I’ll keep on loving you
我會一直愛著你
I’ll keep on, I’ll keep on, I’ll keep on loving you
我會一直愛著你
I’ll keep on, I’ll keep on, I’ll keep on loving you
我會一直愛著你
For life life life
永生永世
For life life life
直到永遠