🌻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.

很多人不太明白MV的內容在講什麼，我看這樣放出來比對一下大家應該就明白了😄。不好意思由於拉斯維加斯太遠，我們只好去林口拍😂
1995~2020，While everyone is pursuing more modern shooting techniques, we are thinking of ways to restore the style of 25 years ago...

Comparison【一萬個開心的理由 一比一還原】Youtube高清版：https://bit.ly/39KcW8E

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【一萬個開心的理由 10,000 Reasons to Make Me Happy】Youtube高清版 : https://bit.ly/3fGSwP1

The making of【一萬個開心的理由 10,000 Reasons to Make Me Happy】幕後花絮 Youtube高清版 : https://bit.ly/2VdRsbR

Lyric Version【一萬個開心的理由 10,000 Reasons to Make Me Happy】動態歌詞版 Youtube高清版 : https://bit.ly/2JvjTPX

Unboxing 【亞洲通才專輯開箱】Youtube高清版：https://bit.ly/39Hq6n2

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數位音樂下載 Online Music Download【一萬個開心的理由 10,000 Reasons to Make Me Happy】：https://lnk.to/Tenthousandreason

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欲網購黃明志最新實體專輯《亞洲通才》及歷年專輯和周邊商品請到。Purchase Namewee Latest 《Asian Polymath》 , Others Music Albums & Merchandises Please log in to https://namewee4896.com/

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Namewee 黃明志 Official Facebook Fan Page:
https://www.facebook.com/namewee/

Namewee YouTube Channel Link:
http://www.youtube.com/user/namewee

#Namewee #黃明志 #一萬個開心的理由 #亞洲通才 #AsianPolymath

雖然MV和唱法聽起來有一點搞笑。但對我來說，這是一首很沉重的歌。有經歷過的朋友自然會了解歌詞裡想表達的意思。。。
謝謝拍攝團隊陪著我一起上山下海，大家辛苦了。還有感謝陪我一起完成這首《一萬個開心的理由》的音樂人朋友們。

We are here to invite people all over the world who are good in imitating Jacky Cheung to sing “10,000 Reasons To Make Me Happy”!

Please submit your video singing with your earpieces, as we only need your clean vocals to mix. We will combined the selected into a final video and upload to Namewee’s social media platform.

Welcome “Jacky Cheung” from all over the world! Let’s challenge!

Email：[email protected]

-

【一萬個開心的理由 10,000 Reasons to Make Me Happy】Youtube高清版 : https://bit.ly/3fGSwP1

The making of【一萬個開心的理由 10,000 Reasons to Make Me Happy】幕後花絮 Youtube高清版 : https://bit.ly/2VdRsbR

Lyric Version【一萬個開心的理由 10,000 Reasons to Make Me Happy】動態歌詞版 Youtube高清版 : https://bit.ly/2JvjTPX

Comparison【一萬個開心的理由 一比一還原】Youtube高清版：https://bit.ly/39KcW8E

Unboxing【亞洲通才專輯開箱】Youtube高清版：https://bit.ly/39Hq6n2

-

數位音樂下載 Online Music Download【一萬個開心的理由 10,000 Reasons to Make Me Happy】：https://lnk.to/Tenthousandreason

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欲網購黃明志最新實體專輯《亞洲通才》及歷年專輯和周邊商品請到。Purchase Namewee Latest 《Asian Polymath》 , Others Music Albums & Merchandises Please log in to https://namewee4896.com/

-

數位音樂下載 Online Music Download：https://lnk.to/Tenthousandreason

-

Namewee 黃明志 Official Facebook Fan Page:
https://www.facebook.com/namewee/

Namewee YouTube Channel Link:
http://www.youtube.com/user/namewee

#Namewee #黃明志 #一萬個開心的理由 #亞洲通才 #AsianPolymath

歡迎大家來到我這週的影片！🥳
今天的影片是久違的Vlog!!這個禮拜沒跟來住我們家 我整個超興奮就想說來拍Vlog了😂因為即使我們在一起這麼久了我們真的沒有去對方家裡住過！這七年以來應該也才住過一兩次而已！所以這次的過夜對我們來說是很特別的😍雖然是說Weekly Vlog但是我們總共才拍了四天左右😂
也很感謝在澳洲的朋友寄了秘密包裹給我！真的是滿滿的驚喜也覺得還蠻不好意思的🥺
他寄給我跟梅根的東西真的超好！不管是吃的還是用的大家都筆記寫起來！😂
而且健身器材也到貨了！終於可以在這疫情期間健身了😍
希望大家有喜歡今天的影片！如果有喜歡的話記得幫我按讚訂閱分享✨
那我們就下週再見囉！

My Instagram: https://www.instagram.com/yoshihikoshindo/
Megan's Instagram: https://www.instagram.com/mgan.c_/

Contact: yoshihikoshindo@icloud.com

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Music by Eric Reprid - Delusional - https://thmatc.co/?l=8649A83D
Music by The Millennial Club - girls that ain't u - https://thmatc.co/?l=5B3922A1
Music by Fiji Blue - Reasons You Should Care - https://thmatc.co/?l=0F87E6D0
Music by Pick Patek - Harley - https://thmatc.co/?l=AC030C8E
Music by Naomi - Sunset Love - https://thmatc.co/?l=1CDD22F5
Music by andreas owens - not much (better than before) - https://thmatc.co/?l=33EB84C9
Music by The Millennial Club - complicated/overrated - https://thmatc.co/?l=35292335
Music by Mr. Jello - Slow Down - https://thmatc.co/?l=99ED767F
Music by B Free - I'm Ready - https://thmatc.co/?l=68AC5F08
Music by Mark Generous - Warm Sands - https://thmatc.co/?l=363D85A1
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Music by Christian Kuria - Bitter Pill - https://thmatc.co/?l=9FFC6FAA
Music by Scro - Lonely Mornings - https://thmatc.co/?l=9879CCAE
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我的第一個最印象深刻的台灣體驗是看廟會遊行，整條路都封起來、在白天放煙火 (真的看的到嗎??)、很多人、很吵的音樂，還有車子跟神一起在路上，在他們後面 - 有很多穿很少的女生跳鋼管舞。

我嚇死了，我的意思是在歐洲牧師如果看到女生穿短裙去教堂，或是沒有蓋他們的手臂，他會罵你。如果你想參觀觀光區的清真寺，他們準備衣服給你，這樣你不會在這個神聖的地方露出太多皮膚。

但是在這裡，我眼前看到 -
很多神看到女生在他們前面搖屁股跳舞

所以我問了旁邊的人 - 神可以這樣看這些女生嗎? 沒問題嗎?
那個人指他的眼睛說 - 神可以看，神不可以摸!

好吧，我學到了!

我是一個喜歡問問題的人，可能因為我愛科學，或是我很好奇，然後我通常會去找答案。很幸運我有當地的朋友，學習當地語言是你生活在國外最好的事!

它讓你更放鬆，你會知道大樓裡面有一層樓都住外國人 (猜哪一樓)。你會知道為什麼你給別人漂亮的白包當婚禮禮物，他們會還你。你會知道為什麼你不會看到人吃一整顆蘋果，他們削皮、切塊，用叉子吃。在晴天撐傘走路...等。

所以我找到成千上萬的答案...但是!! 還有一些我還沒辦法理解的問題，所以我拍這支影片 - 5個我不理解台灣的事，然後我想要你們幫忙。我先說這些不是簡單的問題，因為我在過去8年問過很多人，但是還沒找到滿意的答案。但是誰知道 - 網路的魔力 - 可能網路上有人可以幫忙我!

為什麼在我的國家的每個人的家裡、學生宿舍都可以找到的東西，來到台灣就變成奢侈品? 某人的情歌變成垃圾車音樂可以嗎? 為什麼水果王國沒有果汁? 台灣人這麼有效率、有生產力，為什麼喜歡用一個不好用的東西來吃飯?

請看我的影片的台灣人們或是生活在這裡的人，或是你很了解台灣的人，幫忙我找答案吧!
---------------------------------------------------------------
喜歡嗎？請分享我的影片！謝謝！
你有Instagram嗎？ 來看看我的：foreignerintw
喜歡看我的Facebook？ 找 ”外國人在台灣-安德鏡頭下的世界“
--------------------- 其他影片 ---------------------
為了20美金! 美國人38年前到了台灣，從此愛上! - For 20 USD! An American came to Taiwan 38 years ago and fell in love here!
https://youtu.be/ejxYXslkzVE​

搬到台灣會讓你的生活更快樂嗎？從一個失戀又失意的男孩，到幸福雙收的臭豆腐愛爸 - Cole Fogle的採訪 - Moving to TAIWAN Gonna Make You Happier?
https://youtu.be/n4toWmRkyqc

棄高薪、賣房，從美國搬到台灣，值得嗎? - Quitting jobs, selling house, and moving to Taiwan. Was it worth it?
https://youtu.be/Z2rrocZRalo​

5個為什麼外國人最愛住台灣的理由 - 5 Reasons Why Foreigners Love Living in Taiwan!
https://youtu.be/pTagqXoY-x0​

在台灣必做、必吃、必玩的10件事 - 旅遊導覽 - BEST 10 Things To Do in Taiwan Travel Guide
https://youtu.be/fUptXEa3xrY​

我在台灣學到的7件事，也許全世界都應該學習 - 7 Things the world can learn from Taiwan
https://youtu.be/6vojxbWWG_o​

#外國人​ #愛台灣​ #生活​ #文化差異 #文化 #台灣

很多人不太明白MV的內容在講什麼，我看這樣放出來比對一下大家應該就明白了?。不好意思由於拉斯維加斯太遠，我們只好去林口拍?
1995~2020，While everyone is pursuing more modern shooting techniques, we are thinking of ways to restore the style of 25 years ago...

-

【一萬個開心的理由 10,000 Reasons to Make Me Happy】Youtube高清版 : https://bit.ly/3fGSwP1

The making of【一萬個開心的理由 10,000 Reasons to Make Me Happy】幕後花絮 Youtube高清版 : https://bit.ly/2VdRsbR

Lyric Version【一萬個開心的理由 10,000 Reasons to Make Me Happy】動態歌詞版 Youtube高清版 : https://bit.ly/2JvjTPX

Unboxing【亞洲通才專輯開箱】Youtube高清版：https://bit.ly/39Hq6n2

-

數位音樂下載 Online Music Download【一萬個開心的理由 10,000 Reasons to Make Me Happy】：https://lnk.to/Tenthousandreason

-

欲網購黃明志最新實體專輯《亞洲通才》及歷年專輯和周邊商品請到。Purchase Namewee Latest 《Asian Polymath》 , Others Music Albums & Merchandises Please log in to https://namewee4896.com/

-

Namewee 黃明志 Official Facebook Fan Page:
https://www.facebook.com/namewee/

Namewee YouTube Channel Link:
http://www.youtube.com/user/namewee

#Namewee #黃明志 #一萬個開心的理由 #亞洲通才 #AsianPolymath