🌻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.

2021 Cloud Ultra
與會人員健康調查表
Health Questionnaire

為配合政府防疫措施，確保所有參加者健康，敬請所有人員進入活動會場區域前，請先填寫

In order to cooperate with the government's epidemic prevention measures and ensure the health of all participants, please fill in before entering the event venue area

https://forms.gle/jxJeVDuubMUcgVvv8

活動防疫措施
1) 強制要求所有參與2021Cloud Ultra與市集的選手、志工或任何陪同親友一定要填寫的健康調查表https://forms.gle/jxJeVDuubMUcgVvv8
2) 會場集散處單一出入口並限制人流，進場者需配戴口罩、測量體溫、掃描QR code實名制登入，如果沒有帶手機的朋友，工作人員會用自己手機幫忙填寫。
3) 室外保持社交距離，市集攤販、跑山活動補給站之志工與活動工作人員，需全程配戴口罩，並提供酒精消毒。

Campaign prevention measures
1) It is mandatory that all players, volunteers or any accompanying relatives and friends who participate in 2021 Cloud Ultra and the market must fill in a health questionnaire https://forms.gle/jxJeVDuubMUcgVvv8
2) The venue has a single entrance and exit and restricts the flow of people. Those who enter the venue need to wear a mask, take a temperature measurement, and scan the QR code to log in. If there is no friend with a mobile phone, the staff will use their mobile phone to help fill in.
3) Keep social distancing outdoors. Vendors, volunteers and event staff at the mountain running activity supply station must wear masks throughout the process and provide alcohol disinfection.

participants please use your BIB number
Participants List 參賽者名單 CU2021: http://www.cloudultra.run/participants/

🌎2020年NASA黑客松，今年中秋節一起來登月！🌙

2020年10月2日至4日，美國在台協會與國家太空中心、台北市政府、國立台灣大學、美國創新中心及線上揪松（Jothon Online）等單位共同合作，即將在台灣舉辦 #2020NASA黑客松 #台北場。

#NASA黑客松 是一項國際性的黑客松競賽，全程48小時，並且是美國太空總署（NASA）最創新的推廣活動之一。參加者能夠運用NASA的開源數據，研發創新解決方案，來解決太空與地球永續發展的嚴峻挑戰。不論你是學生、科學家、程式設計師、創客、只要你有興趣的朋友們！都歡迎你們報名挑戰！

新聞稿請見:
👉https://www.ait.org.tw/zhtw/2020-nasa-hackathon-zh/

2020 NASA黑客松台北場現已開放報名，詳細資訊以及報名網址如下：
👉https://2020.spaceappschallenge.org/locations/taipei
👉https://bit.ly/2020nasatw
👉https://bit.ly/2020nasalogin

#2020NASAHackathon

🌎2020 NASA Hackathon: Let’s go to the moon together during Mid-Autumn Festival🌙

AIT is partnering with the National Space Organization, the Taipei City Government, National Taiwan University, Jothon Online and the American Innovation Center to co-host the 2020 NASA Space Apps Challenge Hackathon in Taiwan from Oct 2 to Oct 4. The NASA International Space Apps Challenge is an international hackathon that takes place over the course of 48 hours in cities around the world. It is also one of NASA’s most innovative outreach activities, allowing participants to use NASA’s open data to develop solutions for today’s sustainable development challenges. Students, scientists, coders, makers, and enthusiasts are all welcome to participate.

Read the Press Release:
👉https://www.ait.org.tw/2020-nasa-hackathon/

For more information, visit:
👉https://2020.spaceappschallenge.org/locations/taipei
👉https://bit.ly/2020nasatw

To register, please visit:
👉https://bit.ly/2020nasalogin

Kids and Teenagers Vocal Training Masterclass】
【兒童及青少年唱歌特訓大師班】

IG/FB

大家好！ Sing and You為你帶來一個萬眾期待的好消息！
Hi everyone! Here is the great news from Sing and You!

你有機會參加唱歌特訓大師班，而名額只有30個！
You have a chance to join the master singing class with only 30 quotas!

課程時間安排取決於您的演唱經驗，並以三種語言教授 (廣東話、普通話、英語)。
The courses schedule will depend on your singing experience and taught in three languages ​​(Cantonese, Mandarin, English).

完成課程後，將獲發由大師簽署之出席證書。
Upon completion of the course, a certificate of attendance signed by the master will be issued.

優秀學員更有機會獲推薦參與音樂實踐家公開歌唱比賽及公開表演。
Also, excellent students have the opportunity to participate in Sing and You Music Center public singing competitions and public performances.

參加者將被邀請參加4月1日至4月10日的試鏡。
Participants will be invited to attend the audition from April 1 to April 10.

這是一個難得的機會跟大師Steve Tam 學習唱歌！ 請勿錯過！
It is a seldom opportunity for you to learn singing in a large group! Don't miss it!

希望很快可以見到你！
We are hoping to see you soon!

地點：灣仔分校
香港灣仔軒尼詩道103號越興大廈6樓​​
Venue:
Sing and You Music Center (Wan Chai) :
6/F, Yue Hing Building, 103 Hennessy Road, Wanchai, Hong Kong

Book A Trial / 預約試堂 : 96981248
https://www.singandyou.com/book-a-trial-class

Celine Dion Interesting Vocal Coaching Videos:
1. How to Sing Tomorrow - Celine Tam 譚芷昀 & Dion Tam
https://youtu.be/TI2xRBtBPOk
2. How to Sing Somewhere Over the Rainbow - Celine Tam 譚芷昀 & Dion Tam
https://youtu.be/fpNw2RFOasI
3. How to Sing Goodbye's The Saddest Word - Celine Tam 譚芷昀 & Dion Tam
https://youtu.be/8hxWOrJUf0Y
4. How to Sing You Raise Me Up - Celine Tam 譚芷昀 & Dion Tam
https://youtu.be/GV0smdfLN3g

Dr. Steve Singing Coaching & Song Vocal Coach React Videos
1. [How to Sing with Microphone] https://youtu.be/Tw4noES6nYY
2. [Duet Beauty and the Beast] https://youtu.be/kzgYORK8ne8
3. [Jeffrey Li Tell Me Why] https://youtu.be/V0sqKxH9F5k
4. [Jeffery Li Can You Feel The Love Tonight] https://youtu.be/i5HNGE_nUko
5. [Korean Girl Yoon Si Young Tomorrow] https://youtu.be/AcboYC3j5xc
6. [effery Li You Raise Me Up] https://youtu.be/xyDPtcMNClY
7, [Colors of The Wind] https://youtu.be/1eNV759DkYY
8. [Indonesian Girl Malea Emma] https://youtu.be/MFMh-EGIE_M
9. [TNT BOY LISTEN] https://youtu.be/K1B63KOjfGM
10. [China Girl I want a HOME 我想有個家 邱詩晗] https://youtu.be/xwAO-hEKZeE
11. [TNT BOY Flashlight] https://youtu.be/q_JnGLGyLsM
12. [TNT BOY A Million Dreams] https://youtu.be/7ciTmdIkJSw
13. [Sucker by Jonas Brother Carpool Karaoke] https://youtu.be/HPNSMUyw2l8
14: [A Million Dreams ft. Dr. Steve singing A Million Dream] https://youtu.be/bJry08dREmM

Subscribe to Sing and You Music Video Channel for more YouTube kids singing to enjoy and to learn new songs
www.singandyou.com

Global Trial Class Hotline: +852 -9698-1248
全球預約試堂 Book A Trial
Tel : +852- 2146-1188
Whatsapp 預約試堂: +852 - 9698-1248
https://www.singandyou.com/book-a-trial-class

Subscribe to Sing and You Music Video Channel for more YouTube kids singing to enjoy and to learn new songs
www.singandyou.com

Kids Singing and Music Video on Social Media:
YouTube- https://www.youtube.com/user/singandyou
Instagram- http://instagram.com/singandyou
Facebook- https://www.facebook.com/singandyou/?...
Twitter- https://twitter.com/singandyou
Snapchat = @singandyouTV

SHOW NOTES, GEAR, AND LINKS
Blogs about Singing: https://www.singandyou.com/blog
#singandyou #singandyoumusic #SAY #唱歌技巧班 #唱歌老師 #唱歌興趣班 #聲樂考試預備課程 #音樂培訓課程 #演藝訓練課程 #古典聲樂考試 #唱歌訓練班 #實現音樂夢 #名師教唱歌 #港島區唱歌學校 #名師教唱歌 #星級唱歌老師 #兒童學唱歌老師 #港島區唱歌導師 #灣仔唱歌導師 #celine譚芷昀 #星級歌唱老師 #香港唱歌巨肺 #rockschoolexam #singandyou #singingclass #學唱歌 #SAYCHOIR #流行童聲合唱團