最近真的被「盼望的大海」迷得不行

美麗知性的李智雅/沈秀蓮/羅愛嬌😆
活潑可愛歌聲像天使般美好樂童家秀賢
帥度逼人連唱歌也帥一把的李棟旭
海洋女孩金高銀
氣場強大歌聲溫柔的溫流
音樂大師唱功一流的署叔李鐘信

這種神仙組合在韓國的收視率還很低真是難過😫

那天看到主廚智雅做了海膽義大利麵
讓我立馬去訂了海膽回來想做看看

不過做了之後發現

嗯，我還是先把海膽用來做成日式丼飯好了😂😂

不過這個義大利麵還是挺好吃的
先用來自日本輕井澤的大蒜鯷魚醬打底
加入鮮奶油後仔細搖匀避免油水分離
再放入海膽和煮好的義大利麵拌匀就好
香氣四溢又奶香濃厚
女兒回來吃掉我一半的麵😆

盼望的大海最近陪我度過很多忙碌難熬的時刻
鮮于貞娥的「Run with me」我每聽必哭
好想也逃跑吧
然後再神采奕奕的回來吧。

💕「Coolunch哇！便當盒」團購中：
https://www.zeczec.com/projects/coolunch?s=sophie

#海膽義大利麵 #義大利麵 #便當 #便当 #便當盒

昨天我不是說要退DHL的包裹只有一張Waybill結果司機拒收因為說文件不齊嗎? 原來現在都是電子版的paperless, 只要他scan條碼文件都在資料庫裡了. 是我太久沒退貨, 還是司機沒有跟上啊? 害得我昨天大發飆, 小孩滿頭霧水想說媽咪又發瘋了...

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✔ Cettire只剩下最後半天折上折, 剛剛又更新更多可以打折的單品: https://bit.ly/2Vrx8r9

✔ 還有Farfetch的幾乎全場八五折9/10號最後一天這一篇有最詳細介紹: https://bit.ly/3tzWbF9

✔ 還有這一篇是昨天做的合輯很多補上的好物推薦: https://bit.ly/3jXFZdE

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插播一下: SAKS有最高折200碼: SEPTSGSF (到9/11截止)

https://bit.ly/3pSZXax 美妝區參加折扣
https://bit.ly/36wyBhP Roger Vivier的秋冬新款都出來了參加折扣

https://bit.ly/3lcYien (尺碼還滿齊, 穿來穿去她家這款Viv Run真的是最舒服的, 腳瘦的可以小半號)
https://bit.ly/3E1Vo4J (這雙也是最新款, 是水鑽登山靴, 登山的時候也要漂亮啦! )

https://bit.ly/3ngiRZQ (這雙非常經典的方框短靴, 秋冬最新酒紅色滿好看喔! 尺碼正常買, 腳背高的大半號)
https://bit.ly/38PSTEi (黑X白的水鑽款經典短靴)

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最新消息: https://bit.ly/3zXJFSk 這一區的指定單品 有額外九五折碼: SEPT5
截止時間: 9/10美國西岸半夜兩點, 台灣9/10下午五點
很多東西本來就有定價優勢值得一逛喔
Cettire是澳洲的上市公司
出貨點是歐洲合作的精品店
寄全球都是滿250美金免運費
結帳預收所有稅費很方便
寄美國不到800美金通常免關稅
出貨點如果是歐洲還會免州稅
現在退貨也是免費, 關稅也會退
退貨處理速度比較慢可以耐心等一等

https://bit.ly/3zV2plh (額外九五折碼: SEPT5 這件REDValentino粉紅色的大衣非常復古風格! 蝴蝶結放在一邊的領口呢, 感覺是艾蜜莉在巴黎會用到的劇服, 我找的照片model穿40號, 這件美國定價925, 這裡特價550, 還有黑色版本可選)

https://bit.ly/3BNpcQG (美國定價825 這裡是693又可以額外九五折 Bao Bao的水桶包我一直都覺得很好看)

https://bit.ly/3E1buvy (額外九五折碼: SEPT5 這是Tod's的鞋 這雙粉紅色也太夢幻了吧! 裡面還有棕色版本尺碼也滿齊 都可以用折扣碼)

https://bit.ly/3hjlFBH (Moschino的童裝 這款有做14歲一般穿XS跟S的大人可以穿 不額外折扣不過本來就挺便宜了!)

https://bit.ly/3E6HKxk (額外九五折碼: SEPT5 這件看起來是小短裙, 實際上是褲子喔! 粉紅色很可愛)

https://bit.ly/3hguaxE (額外九五折碼: SEPT5 這是Ganni的logo衛衣)

https://bit.ly/3t9EAE0 (額外九五折碼: SEPT5 Ganni logo衛衣還有這個顏色, 有機棉製喔!)

https://bit.ly/3njoGpw (額外九五折碼: SEPT5 這是Hogan的白底運動鞋 尺碼全齊)

https://bit.ly/3BZdimC (額外九五折碼: SEPT5 Hogan這雙黑色款interactive也尺碼全齊參加折上折)

https://bit.ly/2X8yFmU (額外九五折碼: SEPT5 男款的Tod's洛福鞋, 有幾個尺寸都只要三百多喔!)

https://bit.ly/3hhYszY (額外九五折碼: SEPT5 女款tod's, 上面的釦環很好看)

🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.

這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html

(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).

關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.

分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".

分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.

🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.

Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.

產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.

Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."

🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"

"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。

但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"

"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。

投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"

https://on.wsj.com/3n6JznC

🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.

The path to profitability for many of these companies was to achieve massive scale, analysts said.

https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972

Pictures: 一葉知秋; from EarningsWhispers

英國爆發恐慌搶油潮，一些加油站燃料耗盡不得不關閉，還在營業的加油站外大排長龍。業者強調不是缺油，而是缺乏大型貨車司機導致運油供應鏈出問題，呼籲民眾拜託不要再囤積汽油了。英國政府週六宣佈將發放數千份緊急簽證給國外的卡車司機，但英國零售商協會表示已「太少、太晚」。

📝 講義 (只要 $88 /月)：https://bit.ly/ssyingwen_notes
👉 網站 (相關文章 / 影片)：https://ssyingwen.com/ssep57
🖼️ IG 單字卡: https://bit.ly/ssyingwenIG

———

本集 timestamps
0:00 Intro
0:59 第一遍英文朗讀
3:11 新聞 & 相關單字解說
13:35 額外單字片語
21:36 第二遍英文朗讀

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臉書社團 (朗讀文字)：https://www.facebook.com/groups/ssyingwen/posts/312049044014675/

朗讀內容參考了
Al Jazeera、BBC、AP

———

本集提到的單字片語：
England 🏴󠁧󠁢󠁥󠁮󠁧󠁿
Great Britain 
United Kingdom (UK) 🇬🇧
Northern Ireland 北愛爾蘭
Wales 威爾斯
Scotland 蘇格蘭
British
English
Run out 耗盡
Unleaded petrol 無鉛汽油
Diesel 柴油
Petroleum / petrol (UK) 汽油
Gasoline / gas (US) 汽油
Petrol / gas station 加油站
Petrol / gas pumps 加油機
Fuel 燃料
Feel 感覺
Fill 填滿
Panic buying 恐慌購買
Fuel tankers 油罐車
Queue / line up 排隊
Jerrycan(s) 儲油桶
Shortage(s) 短缺
Terminals 輸油站
Refineries 煉油廠
Truck (US) / Lorry (UK) 卡車、貨車
Heavy goods vehicle (HGV) 重型貨車
Brexit 英國脫歐
Aging workforce 老齡化的勞動力
Supply chain 供應鏈
Labor shortage 勞工短缺
Suspend 暫停
Competition laws 競爭法
Ease 緩解
Emergency visas 緊急簽證
Boris Johnson 英國首相強生
Short-term fix 短期解決方案
British Retail Consortium 英國零售商協會
Jump the queue / line
Skip the queue / line
Cut the queue / line
Cringe
Cringey / cringy
Food for thought 值得認真考慮的事


♥️ 喜歡時事英文 podcast 嗎？♥️
你可以支持我繼續錄製 podcast 👉 https://bit.ly/zeczec_ssyingwen

————


#podcast #國際新聞 #英文聽力 #學英文 #英文筆記 #英文學習 #英文 #每日英文 #托福 #雅思 #雅思英語 #雅思托福 #多益 #多益單字 #播客 #英文新聞 #taiwanpodcast

横浜の老舗個性派の町中華で人気裏メニューをすする！神奈川県横浜市『横浜第一亭』に伺いました。創業は昭和34年とかなり古く、親の代から創業されて今は兄弟でやられているという家族経営のお店です。以前に「孤独のグルメ」にも登場したことがあるそうで、看板に「豚」「ホルモン」とあるように、豚のホルモンを使ったオリジナルの中華料理がズラッと並ぶ名物です。ホルモン以外にも何やら気になるメニューや裏メニューもいろいろあるようで、今回は「パタン」「ホルモン炒め」を注文してみました。こんなホルモン炒めでハイボールやビールを飲みながら、〆にすするのは最高かも…！観ているだけで思わず呑みたくなりました笑 それでは早速動画をご覧ください！

＊感染対策を徹底して撮影を行っています。
＊撮影に際しては、お店の方や周りのお客様に充分配慮して撮影をおこなっています。


Sip a popular back menu in Yokohama's long-established unique town of China! We visited "Yokohama Daiichitei" in Yokohama City, Kanagawa Prefecture. Founded in 1959, it is a family-owned shop that was founded by parents and is now run by siblings. It seems that it has appeared in "Gourmet of loneliness" before, and as the sign says "pork" and "hormone", it is a specialty that is lined with original Chinese dishes using pork hormones. In addition to hormones, there seem to be various menus and back menus that I'm curious about, so this time I ordered "pattern" and "stir-fried hormones". It might be best to stir-fry this kind of hormone while drinking highball or beer. Just watching it made me want to swallow it lol Then, please watch the video immediately!
* We take thorough measures against infection.
* When shooting, we take the shop and the customers around us into consideration.


いつもありがとうございます！( ´ ▽ ` )
高評価＆チャンネル登録もよろしくお願いいたします！

#昭和遺産 #人気裏メニュー #町中華 #ロイドごはん #孤独のグルメ


————《姉妹チャンネルもよろしくお願いします！》—————————————

【メロンシートジャーニー】
https://www.youtube.com/channel/UCwNlBAUziFWkJZFY_u3t65A

【フラメンコロイド】
https://www.youtube.com/channel/UCsFJHNg3SR41R2a3vctUInw


—————《instagram》———————————————————-

★ロイドごはん
「フォロワー1万人に向けて“あや”が毎日投稿🔥」
https://www.instagram.com/roidgohan

★メロンシート
https://www.instagram.com/satoshimelo...


🍀「ロイドごはん」公式LINEができました！
お友だち追加はこちら
https://lin.ee/ow4OdaV

—————《本日の店舗情報》—————————————————

『第一亭』
https://www.google.co.jp/amp/s/s.tabelog.com/kanagawa/A1401/A140102/14004194/top_amp/

—————《ロイドごはんオススメ動画！ ROIDGOHANs’ Recommended video》———————————
78才おじいちゃん屋台ラーメンの朝『幸っちゃん』夜明けの銀座【飯テロ】Old Style Ramen Stall Yatai Japanese Street Food
https://youtu.be/YHiWYvhxUI4

【家系ラーメン特集!】
https://www.youtube.com/playlist?list=PL6yW17uB9uIVUmOS8qnXrRwcBu8W-uRYZ

神回【ラーメン二郎の貴重映像】全増しが出来るまで一部始終を大公開！【ラーメン二郎 ひばりヶ丘店】ramen
https://youtu.be/mBFcdMHyaxA

—————《オリジナルサイトの情報》—————————————————

★ロイドwalker《人生をドラマチックに彩る旅とグルメと温泉図鑑》
https://ramenjapan.net/

★メロンシート《フラメンコギターの世界一の旅》
https://pordiotama3.xsrv.jp

★フラメンコロイド 《フラメンコロイドの神話と伝説》
https://flamenkoroid.net


—————《twitter》—————————————————————

★ロイドごはん
https://twitter.com/roidgohan
★メロンシート
https://twitter.com/meloncito310

—————《関連動画》—————————————————————

昔ながらのチャーハン作り方【町中華】懐かしい昭和遺産【飯テロ】調理風景 職人技
https://youtu.be/JSIPIDSixss

アメ横高架下の老舗町中華「珍々軒」の仕込みと昼のラッシュ風景 Japanese street Food Ramen in Ueno
https://youtu.be/gHwNTSXVkOg

見たことのないチャーハンが出てくる町中華。
https://youtu.be/PEw4KZr7biI

今回はフラフープ対決をしていきます！！

＜ゲスト情報＞
仲村まひろ
Twitter：https://twitter.com/mahironakamura?s=20
Instagram：https://www.instagram.com/mahiro_nakamura3/?hl=ja
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グラビアアイドルで結成するアイドルユニット
「sherbet」のユーチューブチャンネル
『シャベチャン』は、毎回おもしろい企画に全力で
チャレンジしています。
※毎週木、金、土の18：00に更新中！

そして『オンラインファンクラブ』がスタート！
・本チャンネルでは公開が終了
・セクシーすぎてUPできなかった　など
おもに「水着系」の動画を公開していく他、
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■登録方法はとっても簡単■
①まずはこのチャンネルを「チャンネル登録」を
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In ShabeChan, a YouTube channel run by an Gravure idol unit,
we always tackle with a variety of fun activities!
We post a video on every Wednesday, Thursday, Friday,
Saturday, and Sunday at 6:00PM (Japan time).

Also, "Online Fan Club" has started!
On this fan club, we will share with you the following contents:
1, videos that are no longer available on YouTube
2, videos that were "too sexy" for YouTube
These contents will mostly be "swimsuit" videos,
and you can also have access to our live stream and a better
chance to participate in our events!

How to register with the fan club
1, Subscribe this YouTube Channel
2, Go to the official website of Sherbet (http://www.sherbet.pro)
　and complete registration via "Fan Club" page.
(Registration is completely free.)

We are working on adding English translation to all of our videos!
Please try turning on English subtitle!

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sherbet公式Twitter
https://twitter.com/sherbet_info

シャーベットNEOTwitter
https://twitter.com/sherbetNEO?s=20

▲sherbetオフィシャルインフォメーション
※ライブにも是非遊びにきてください♪
http://www.dc-e.net/sherbet/

【メンバー】
犬童美乃梨／Minori Inudo
YouTube：https://www.youtube.com/channel/UCOmO...
Twitter：https://twitter.com/minorin656
Instagram：https://www.instagram.com/minudo/
TikTok：minorin565656

橋本梨菜／Rina Hashimoto
youtube：https://www.youtube.com/channel/UC0LVjY1g0QSoA3edqlsqBJA?view_as=subscriber
Twitter：https://twitter.com/rinasketch?lang=ja
Instagram：https://www.instagram.com/hashimoto_rina_

青山ひかる／Hikaru Aoyama
Twitter：https://twitter.com/hikaru06kon
Instagram：https://www.instagram.com/hikaru0613kon/

河路由希子／Yukiko Kawaji
Twitter：https://twitter.com/KawajiYukiko
Instagram：https://www.instagram.com/kawajiyukiko/

清瀬汐希／Yuki Kiyose
Twitter：https://twitter.com/yuki_kiyose
Instagram：https://www.instagram.com/yuki_kiyose_/

#シャーベット
#シャーベットネオ
#グラビア
#フラフープ
#ダイエット
#くびれ