📣 How many companies do you recognize below?
▪️ Peloton (Unicorn → NASDAQ: PTON)
▪️ LATCH (Unicorn → NASDAQ: LTCH)
▪️ Ubiquiti (Unicorn → NYSE: UI)
▪️ Fitbit ($2.1bn exit to Google)
▪️ Ring ($1bn+ exit to Amazon)
.
You might have seen them ringing the opening bell, celebrating the unicorn status, or being congratulated on high-profile billion-dollar exits. How did they make it from a tiny early stage startup, especially when it comes to the complicated supply chains and cross-border market entry? Can OEMs/ODMs/corporates in Asia bring strategic capital and other values in addition to manufacturing expertise?
.
Join us to find out with an all-star panel of industry veterans for their insights and stories.
.
▪️ Cheney Wang, Taiwan GM & VP of Supply Chain at Latch
▪️ Christine Tsai, CEO & Founding Partner at 500 Global
▪️ Richard Koo, Principal at DNX Ventures
▪️ Interviewer - Casey Lau, Head of Asia at RISE
.
📍 RSVP: https://forms.gle/A9NGjGVpvLDVPP7u6
-
#AsiaVenturing: #AnchorTaiwan x DIGITIMESAsia

Neither you nor he is wrong 你沒錯，他也沒錯
Someone is ringing the bell. 有人在按門鈴
These shoes don’t fit right 這雙鞋不太合適
＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝
留言跟著打一次，讓自己每日英文進步一點點！

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

#テクノソフトが発売した、88用SLG(88.05)からのX-1移植版。

BGMは大谷氏と新井氏がopmに編曲、psgは未使用ながらopm8音で奏でられる楽曲は、opn版とはまた違った雰囲気を持つ。

効果音：新井直介氏
編曲：大谷智己氏, 新井直介氏

Manufacturer: 1988.08 techno soft
Hardware: YM2151
computer: X-1 series
Sound effect: Naosuke Arai
Arrangerer: Naosuke Arai,Tomomi Ootani
------------------------------------------------------
00:00 01.Originate the strategy by yourself (オープニング 1)
01:10 02.A streak of lighting through the time (オープニング 2)
03:39 03.The previous war (Scenario Map 1/CONFIGRATION MODE)
04:39 04.The fighter called EMERGENCY to base (Scenario Map 2/ステージ選択)
05:27 05.Back to square one (ステージ 1/STADT[工業都市]）
06:57 06.Sleight of hand (ステージ 2/LOCH[洞窟]）
10:09 07.Take it easy (ステージ 3,9/VULKAN[溶岩地帯])
13:19 08.Sniper (ステージ 4,8/WALDUNG[ジャングル地帯]）
16:34 09.The super fighter invigorated us (ステージ 5,7/OASE（砂漠地帯）
19:56 10.The dawn of a new age (エンディング/勝利)
20:27 11.Funeral march for the METAL KNIGHTS (ゲームオーバー/敗北)
21:27 12.A Victorious bell is ringing BRASS
22:18 13.A Victorious bell is ringing BELL
-----------------------------------------------------

(C)bushiroad All Rights Reserved.
-------------------------------------------------------
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メンバー登録＆詳細はコチラ！
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音ゲー生放送のアーカイブ・メンバー限定動画・限定コミュニティをいつでも見れるようになります!

【LIVE配信ルール】
・グルミクでは配信可能曲、不可の曲があります。
　(配信可能曲：オリジナル楽曲全般、一部のカバー、ゲーム、インスト楽曲
　 ※システム設定 → 配信設定ONで「配信可能曲のみ」に絞り込みができます)

・質問・リクエスト等あれば気軽にコメントください。
・同じコメントの連投・不快になるようなコメントはお控えください。
・チャット欄での視聴者さん同士の会話はお控えください。
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・チャンネル登録・Twitterフォロー・SUPER CHAT・メンバー登録をしていただければ主は元気が出ます!

【よくある質問】
Q:誰推し？
A:青葉モカ・羽沢つぐみ・白金燐子・広町七深
　渡月麗・犬寄しのぶ・竹下みいこ

Q:好きな声優は？
A:志崎樺音さん

Q:推しグループは？
A:Roselia・Lyrical Lily

Q:何指勢？
A:親指勢

Q:好きな曲は？
A : Ringing Bloom・カレンデュラ

Q: 使用端末は？
A: iphone X

【タイムテーブル】
0:00 ~ 開始
1:30 ~ トーク開始
13:23 ~ カメラON
22:22 ~ イラスト紹介①
24:06 ~ イラスト紹介②
39:09 ~ トークテーマ①
1:01:45 ~ 生誕祭ガチャ開始
1:31:45 ~ トークテーマ②
1:46:45 ~ トークテーマ③
1:58:23 ~ 1年間振り返り＆今後
2:02:55 ~ 配信者凸①(こめっと)
2:23:22 ~ 配信者凸②(はーる)
2:36:47 ~ 神動画拝見
2:55:14 ~ イラスト紹介③
3:01:05 ~ 視聴者凸

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＃電話恐懼症 ＃社交
各節重點：
00:00 開頭
01:06 【動畫片頭一分鐘】廣告段落
01:48 什麼是「電話恐懼症」？
03:17 為什麼會害怕「電話」？
04:49 如果是面對面交談，會比較好嗎？
05:56 如何治療電話恐懼症？
07:47 我們的觀點
09:20 問題
09:39 結尾

【 製作團隊 】

｜企劃：虎斑
｜腳本：虎斑
｜編輯：土龍
｜剪輯後製：絲繡
｜剪輯助理：歆雅／珊珊
｜演出：志祺

——

【 本集參考資料 】

→「打電話前，都要做心理建設」為什麼我們會對講電話如此恐懼？：https://bit.ly/3icuVIZ
→討厭講電話：１０％以上的成人有「電話恐懼症：https://bit.ly/2TAOjpg
→不想打也不想接 你有「電話恐懼症」嗎？：https://bit.ly/3l25taz
→辦公室的「座枱電話恐懼症」：https://bit.ly/3l13wv6
→電話恐懼症｜維基百科：https://bit.ly/3iRK2q7
→Scared of the phone? Here's how to overcome that fear｜BBC NEWS：https://bbc.in/2VbbtDa
→How to Know If You Have a Phone Phobia：https://bit.ly/3iSn1n1
→WON'T CALL YOU: TO MOST OF US, THE RINGING OF THE PHONE IS AT LEAST A POTENTIAL PLEASURE. ：https://bit.ly/3zGhWoM
→《固定電話恐懼症》年輕人為什麼不敢接電話？叫他接也不接職場前輩超火大……：https://bit.ly/3yaG02x
→辦公室的「座枱電話恐懼症」：https://bit.ly/371VxFZ
→得了電話恐懼症？說錯話、反應不及　專家教5點心理建設：https://bit.ly/2Vf0NmS

【 延伸閱讀 】

→厲害的業務只打電話也能成交！講電話時要面帶笑容...專家傳授「電話溝通」4大原則：https://bit.ly/3y85oGe
→日語電話應對技巧：超實用！日本人職場上的電話禮貌 & 一般日語電話應對須知！｜HKW日語學習 #63（文化篇）：https://bit.ly/3rDf5dt



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106台北市大安區羅斯福路二段111號8樓

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