🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:

物流人力成本沉重！大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852

而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:

"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."

Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600

🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html

🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)

🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks

Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.

Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.

“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”

Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564

Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.

之前last day 走得太匆忙，根本趕唔切搵黃店bakery，剛好朋友介紹佢個朋友開嘅小店有好多特色packing嘅咖啡包，咁就fit曬喇～我都唔想下下送餅而且公司好多同事都係咖啡控，立刻支持下💪

呢間小店有花有花茶仲有咖啡，照顧到唔同人嘅需要，重點係文青風包裝設計，特別適合送禮，唔少婚宴回禮都會幫襯佢～不過我最喜歡都係佢散水系列掛耳包，想要型格可以選購「江湖再見」，好似我要走在最前線當然要訂呢款「我唔撈啦！！」掛耳包啦（重點係細字）～🤣如果你真係好想咆哮，絕對需要呢款散水掛耳包加持！Design係一件事，咖啡本身其實都係好高質，主要係淺焙咖啡，對於初飲精品咖啡嘅朋友而言都相對容易入口，而且咖啡香有相當嘅持久力，平均分超高！

店主非常nice，唔知要訂邊款或者花茶想要邊種口味都可以pm佢哋問下意見💕

📍@beauty_andthe_barista

#掛耳包
#beautyandthebarista
#852_drinks
#852_試新嘢
#一個人食乜好 #散水餅 #散水茶 #回禮 #igshop #文青打卡 #igable #hkdrinks #hkeats #hkfood #hkfoodies #hkfoodsnap #hkfoodstagram #hkfoodblogger #香港美食 #hkfoodpic #相機食先 #hkfoodie #foodiehk #hkfoodlover #hkigfood #852foodvoyage #맛스타그램

I’d like to talk about what I’ve been trying recently with these new wax seals.🙌🏻
I don’t know how exactly to call it so I’m gonna say double stamping here.😆
At first I was only to not wasting the failed wax pieces and I have zero patience to melt them again so I just redo on the same one,
then found out by this way there are a lot of fun and possibilities!
The combination can be unlimited.
That’s why I have many frames and mini wax seals this time.😗
Whether stamp the mini ones on the bigger frame; stamp with transparent wax(clear hot melt glue actually) on mixing color pieces, or simply play with different colors,
just try them and find out your preference.❤️
Some of my mini wax seals goes with bigger ones, of course,
also can use them separately.🙌🏻
I’m gonna make a few videos to show you how I do this and how I add them when packing.🌝
The following week is our wax seal week!😆
Hope you enjoy these!
Our opening is from 8/30 to 9/7,
We’ll have the photos and details ready before our opening started so you can take a look.✨
想先跟大家聊聊最近在試這些新封蠟章試出來的新玩法🙌🏻
姑且稱為雙層蓋印法吧😆
一開始只是不想浪費蓋失敗的蠟片，我沒什麼耐心重新熔化它們所以就直接又蓋上去，
發現這樣的作法有各種可能性，
組合可以有無限多種。
這也是這次這麼多外框和迷你封蠟的原因😗
不管是蓋小的在大的中間；在混色蠟片上蓋透明的蠟（我是用透明熱融膠），或是單純玩顏色混搭，
試試看就會找到自己喜歡的樣子❤️
這次有些迷你封蠟跟大的可以互相搭配，
當然分開使用也沒問題🙌🏻
我會拍些影片給大家看我是怎麼做這些蠟片以及應用在包裝上的樣子🌝
接下來這週是我們的封蠟週😆
希望你們會喜歡這些！
販售日期更改為8/30-9/7，
會在那之前把照片和說明都先準備好給大家慢慢挑✨
#linchianing #paperlover #sticker #scrapbooking #scrapbook #scrapbookinglayout #memorykeeper #journaling #stationery #stationeryaddict #handycrafts #crafts #craft #papercrafts #paperart #new #handmade #collageart #paperlover #paperlovers #washisticker #vintage #vintagestyle #ephemera #postcard #stationeryaddicted #waxseal #waxseals #waxsealstamps #waxsealing

#ASMR #studiovlog #packingorder #工作室日常

Unedited studio vlog for you, you can set up the speed by yourself at the right corner of the video. It is the same content as the previous video and longer version. Hope you enjoy it!

跟上一支影片的內容是一樣的唷！因為我在Instagram詢問大家是否喜歡這樣的影片，投票結果出爐，所以這裡就是未編輯過的影片啦～～～影片內沒有沒有講話也沒有音樂，希望你們喜歡唷！

剪輯軟體 / editing tool: Premiere Pro

-----------------------------------------------
Hello! I am Tracy!
入坑大概七八年！喜歡玩文具、寫手帳、拼貼、玩封蠟。
2021年服役手帳: 寄思＆Traveler's Notebook
(之前也使用過Midori A5, 星巴克手帳, Hobonichi A5 / A6)
最近開始勇敢地讓興趣成為工作，持續努力中：）

〃合作邀約 tracyliao0@gmail.com
〃Instagram: @_tracysjournal_
https://www.instagram.com/_tracysjournal_
〃紙上旅行 官網 / Instagram
https://www.travelingonpaper.com/
https://www.instagram.com/_travelingonpaper_/

⌲ 更多影片

❝ Studio Vlog 01 ❞ Packing orders & Collaging thank you cards with me | 工作室日常 包貨、理貨、拼貼小卡
https://youtu.be/RW_QzN2dzhs

❝ 圓點點拼貼 ❞ 周間療癒！一點點拼貼紀錄、拼貼小卡 ｜Thank you card collage!
https://youtu.be/6HqJEUA-voU

❝ 日曆素材包 ❞ 周間療癒！一點點包裝過程紀錄、混色封蠟｜Wax seal Wednesday! Process of packing
https://youtu.be/81ELYZyBhq8

❝ 拼貼紙材挑選與購買 ❞ 拼貼新手必看！ 紙邊是什麼？哪裡買？｜Where do I get the paper-card for collage?
https://youtu.be/gcO9d9uuuyc

❝ 拼貼過程紀錄 ❞ 睡前看療癒身心？用相同素材做13張拼貼貼紙｜Process of collaging
https://youtu.be/G5k-NgS5ejg

#ASMR #工作室日常 #包貨 #studiovlog #packingorders

14 July, 2021 | My day starts from 3am (ha)
I sleep late and get up late, and it is kinda my routine right now. Loving stationery and now started to work as a shop owner, it is incredible and unbelievable. Here is my studio daily, hope you enjoy it!

這些片段都是生活的一部分
現在算是生活(興趣)與工作綁在一起 總會有疲乏的時候
所以為自己的生活找點樂子 拍拍療癒的影片哈哈哈哈哈
影片裡有我半夜在家裡製作拼貼小卡的過程
我一次不會蓋太多 這樣在下單的客人才能拿到不一樣的小卡
在工作室就是包貨、理貨..無 限 循 環 😂
但我其實還蠻享受其中的 不然不會包到早上沒睡覺XD
工作室超亂 因為那時候剛處理完籤筒團 完全沒時間收
後來忙告一個段落 終於收乾淨了哈哈哈
小小的影片紀錄一下平時的工作樣子 跟你們分享～

音樂 / Music: Longer Distance
演出者 / Performer: TrackTribe
https://www.youtube.com/channel/UCALNf7YM2pEGJvIHf1zxftA

剪輯軟體 / editing tool: Premiere Pro

-----------------------------------------------
Hello! I am Tracy!
入坑大概七八年！喜歡玩文具、寫手帳、拼貼、玩封蠟。
2021年服役手帳: 寄思＆Traveler's Notebook
(之前也使用過Midori A5, 星巴克手帳, Hobonichi A5 / A6)
最近開始勇敢地讓興趣成為工作，持續努力中：）

〃合作邀約 tracyliao0@gmail.com
〃Instagram: @_tracysjournal_
https://www.instagram.com/_tracysjournal_
〃紙上旅行 官網 / Instagram
https://travelonpaper.easy.co/
https://www.instagram.com/_travelingonpaper_/

⌲ 更多影片

❝ ASMR / Unedited studio vlog 01 ❞ small business, no music or talking | 療癒工作日常：包貨、理貨、拼貼小卡
https://youtu.be/SQ0RWhEjepU

❝ 圓點點拼貼 ❞ 周間療癒！一點點拼貼紀錄、拼貼小卡 ｜Thank you card collage!
https://youtu.be/6HqJEUA-voU

❝ 日曆素材包 ❞ 周間療癒！一點點包裝過程紀錄、混色封蠟｜Wax seal Wednesday! Process of packing
https://youtu.be/81ELYZyBhq8

❝ 拼貼紙材挑選與購買 ❞ 拼貼新手必看！ 紙邊是什麼？哪裡買？｜Where do I get the paper-card for collage?
https://youtu.be/gcO9d9uuuyc
❝ 拼貼過程紀錄 ❞ 睡前看療癒身心？用相同素材做13張拼貼貼紙｜Process of collaging
https://youtu.be/G5k-NgS5ejg

#療癒 #包裝 #素材包 #封蠟

去年的年底包裝日曆素材包的過程
嚴重拖延病終於在2021年快過完分享了
看了依然療癒 讓星期三的你們療癒一下囉！

音樂 / Music: Tea Time
演出者 / Performer: Ofshane
https://www.youtube.com/channel/UC34Wh4ysdP50H-ThbZFFfsA

剪輯軟體 / editing tool: Premiere Pro、inshot

-----------------------------------------------
Hello! I am Tracy!
入坑大概七八年！喜歡玩文具、寫手帳、拼貼、玩封蠟。
2021年服役手帳: 寄思＆Traveler's Notebook
(之前也使用過Midori A5, 星巴克手帳, Hobonichi A5 / A6)
最近開始勇敢地讓興趣成為工作，持續努力中：）

〃合作邀約 tracyliao0@gmail.com
〃Instagram: @_tracysjournal_
https://www.instagram.com/_tracysjournal_
〃紙上旅行 官網 / Instagram
https://travelonpaper.easy.co/
https://www.instagram.com/_travelingonpaper_/

⌲ 更多影片

法式浪漫開箱(?) 茄子先生 x 什物A kind of cafe 聯名紙膠帶
https://www.youtube.com/watch?v=dHyIq5ADN7U

可愛開箱！超級臺灣小物花磚！壘摳的小狐狸｜Hello Studio 你好工作室 出品
https://www.youtube.com/watch?v=CWhnbg95pOE

拼貼信封｜幾顆印章就上手！臺灣傳統日曆＋蕾絲紙
https://www.youtube.com/watch?v=_nbz94CUTFA

鳳凰花開的季節～祝福各位畢業生，畢業快樂！｜手作拼貼畢業祝福＆禮物卡
https://www.youtube.com/watch?v=IU3AxeWKDxY

買. 文具控的一天: 一分之一工作室＆福袋 + 嘎啦嘎啦市集｜feat. I am kayen
https://www.youtube.com/watch?v=fQ6d-aLJO2E&t=304s