星期五哥哥回來最開心的的莫過於細佬
由於交通關係
我們接了細佬放學後等了30分鐘
才等到哥哥的旅遊巴
有點望穿秋水的感覺😂

一日不見如隔三秋
整整四天沒有見面豈不是十二個秋
哥哥回來後當然要攬攬抱抱

回到家後
細佬立刻把在圖書館借的書推介給哥哥
然後大家就看起書來
看完了書當然要玩
但經過幾天沒鬧情緒的細佬在和哥哥玩時
又開始鬧情緒了～
難得的是哥哥變得非常溫柔
輕聲細語地氹細佬
然後還把他買的禮物拿來送細佬逗他開心
本來哥哥帶了£5零用錢
學校說可以用來買零食
然而哥哥卻把£5都拿來買了禮物送給我們三人❤️
想不到他也有一點點心思

對於整個旅程的詳情
其實通告也沒有詳細的介紹
所以我們都非常期待哥哥回來的分享
晚餐還外賣了壽司來慶祝哥哥的回來
總括而言是他這幾天嘗試了非常多不同種類的活動
克服了一些困難
而且和同組組員親密地相處了幾天更是難得的體驗

哥哥說原來他的組員都是感性的
也有組員和他一樣在出發前一晚cried my eyes out（誇張說法即哭得眼睛也要掉出來了～類似哭得肝腸寸斷的意思）
而且他的朋友也有帶了毛公仔來陪伴
大家都有從小便擁抱著的手公仔
原來大家都很相似

其中一個有趣的分享是他們幾個同組的同學各自都有帶糖果
他說若把所有的糖果都加起來應該有2-3kg😂
然後頭兩天他的同學都不停吃糖
他說他自己是最節制的一個
而同學們吃得連他們自己都覺得需要節制😂
所以他們約法三章
說每天只可以在正餐後吃3粒（當然也有人會忍不住😂）
為何要正餐後﹖
因為有人一起床便不停吃糖
吃得有sugar rush（即因為吃太多糖而精力充沛至控制不了😂）
然後就開始pillow fight（打枕頭戰）
🤣🤣🤣

還有就是看得出哥哥有點累的樣子
他說是因為同房有一半同學不願睡覺
然後他們就會在傾談
而有一半想睡的同學便會叫他們不要說話
但過了5分鐘
不想睡的又會再開始傾談😂如此不斷重覆
又或者正在睡覺的時候會忽然聽到有人問：xxx are you awake?（xxx你醒著嗎﹖）
還會逐個問
所以明明睡了都變醒了

另一個有趣的分享是最後一晚他們有營火晚會
然後要把營火命名
忽然有女同學大叫Ed Sheeran
又獲得大多數同學的讚同
最後這個營火便被叫做Ed Sheeran了
哥哥說都只有他和幾個人不同意😂
他說明明Ed是一位歌手，怎麼變了做營火﹖

———————————————————-—
更多照片在卡文媽媽的網頁
https://ukmama.raycar.net/rocco-is-back/
———————————————————-—

#幾天不見哥哥像成熟了一點
#還有一些更好笑的分享
#不知道溫柔的哥哥可以維持多久

Andy的外籍部屬向他提出申請，希望能調整上班時間，部屬問：＂May I change working hours, so I can miss the traffic both ways?＂ Andy心想，想念交通，這是什麼理由啊！還懷疑自己是不是聽錯...⬇️⬇️⬇️

🌻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.

不好意思各位~
由於前兩場姵儀直播時不小心放到版權音樂了
被版權Gank 哈哈= ="...拍謝拍謝
所以改用其他音樂來代替一下~~ Q_Q 下次會多多注意

第一場: BGM- Summertime
第二場: BGM- Perfect Time

嗨大家好我是姵儀~~~
最近有常收到幾個問題 ~統一在此回覆大家,也謝謝大家這陣子以來的支持!

1. 姵儀有玩過陸版手遊跑跑嗎?
【沒有~~12號剛出台版~是我第一次玩手機的賽車~以前有玩過極速XX 但我太爛..所以玩沒幾次就刪遊戲了】
2. 可以+好友嗎~~
【目前好友滿了T_T 不好意思..等到有後續擴充功能或是清一些很久沒上線的好友 再給大家++】
3. 目前牌位是?
【王者1】
4. 用幾指玩?
【兩指~ 手機螢幕很小 三指個人覺得不好按XD】
5. 有幫忙代考L1嗎?
【目前沒有幫忙任何人代考 對不起~~~】
---
如果還有相關想問的問題 可以留言問我~害羞的話可以善用FB或IG私訊 :D
再次謝謝各位
❤
IG: 1024day
FB 實況連結: 【https://www.facebook.com/1024PeiYi/】

首先感謝大家的支持，你們的支持給了我無限的動力！

今天帶來的是新賽季更新後嘗試摸索的新套路，巨魔3龍流。
有了暗影牧師的保護，前排扛的時間非常久，核心輸出位能持續瘋狂轟炸，配上開局直接起飛的2星龍騎士濺射傷害，物理傷害滿分。陣容有點偏向後期，難點在於前中期的過渡，同時後期核心棋子巨魔戰將和龍騎士都是4塊錢紫卡，需要一定運氣成分，不過一旦成型就是夢幻陣容

同時也歡迎大家follow我的FB和Ins~
Facebook：https://www.facebook.com/pa.dino.921
Instagram：https://www.instagram.com/dino_papapa/

當然，每一局比賽都是完全不同的狀況，如何經營自己的戰鬥力會因對局不同而難以一概而論，之後也會多出一些實戰解說，希望能讓大家對經營比賽有更多的feeling

同時，這裡只是提供一些套路的可能性，具體最適合自己的套路，才是最強大的套路。之後也會繼續推出其他套路的介紹，希望能讓大家在不同情況下有更多的選擇空間

新手入門教學： https://youtu.be/WI2_OiTmfwg
易上手的戰士流: https://youtu.be/-OFsUY-H_L8
3龍3刺客3法師--龍刺法套路: https://youtu.be/SWr0nHeKnvE
龍刺法實戰對局: https://youtu.be/fcsejePc-sY
Rush狂魔的野獸召喚流實戰對局：https://youtu.be/DCm6mHzzeGQ
巨魔術士流理論介紹：https://youtu.be/rfQ_L-1shWk
巨魔術士流 實戰對局：https://youtu.be/hrIYjXd824w
傳統亡靈獵理論介紹：https://youtu.be/37XMIy92q2Y
傳統亡靈獵實戰對局： https://youtu.be/zYdSkMjAJ_s
道具裝備完全解讀：https://youtu.be/3NJXr8Tl7zo
地精刺客流理論介紹：https://youtu.be/A9V-bUrWcBA
地精刺客流實戰對局：https://youtu.be/5ekMUeV5LLk
精靈3龍實戰對局：https://youtu.be/S-7oWmfNEjQ
九刺客實戰對局：https://youtu.be/-2VQcrJEAGk
地精賭狗流實戰對局：https://youtu.be/OKxFrLFaRVg
奶德實戰對局：https://youtu.be/MH7RoIPx9G8
神仙戰法流：https://youtu.be/qbTrSKElgLw
瘋狂吸血神術法：https://youtu.be/R9qOjX9tagM

如果覺得有幫助的話，就訂閱然後點個贊吧~

不知道大家還喜歡看哪一類的影片，歡迎大家在留言區提出建議~

關於更多有意思的遊戲資訊，Dino爬會在之後的視頻持續更新~