那些潮流人士口中的Brick到底是什麼意思呢？
讓豆皮娓娓道來😜。

https://youtube.com/shorts/neW8tr2VTEI?feature=share

#brick #sneakers #clothes #collectibles #fashion #磚頭

🌻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.

#鞋子就是要這樣穿對吧

⚡更多新聞可以關注 MIXFIT IG
https://www.instagram.com/mixfitmag/

-
【沒有正確答案，但你是哪一派？】

球鞋文化發展至今已經非常蓬勃，各種重磅聯名鞋款層出不窮，再售價格也屢屢來到高點，因此對於很多鞋頭朋友來說，球鞋就等於寶貝一樣，不僅穿著時會很小心，深怕有了摺痕或髒污，而許多人也甚至是買來放置在家裡做擺設。
-
不過你若是真心愛鞋之人，其實鞋子買來就應該要物盡其用對吧？今回 IG 網路紅人 @byjaadiee 的照片就頗有意思，腳上都穿著名鞋，卻也完全不在乎的蹲下、凹彎，比起怕鞋子有痕跡，更多的反而是希望用力地穿鞋，將它們穿出自己的風格。而各位又是屬於哪一派呢？不妨可以跟我們說說你的想法。

#MIXFIT #MIXIFTMag #Sneakers #Sneakerheads

村上隆Supreme 小花上衣發售熱度狂飆，比股市還精彩漲超過10倍
結果跳樓慘跌聯名Tee Brick掉後還有十來件庫存約虧損十幾萬台幣！

＃英文 ＃潮流 ＃豆皮哥潮流REALTALK


豆皮哥潮流官網 www.dopperalien.com
Facebook專頁:https://www.facebook.com/dopperalien
Instagram: https://www.instagram.com/dopperalien
TikTok 抖音: https://vm.tiktok.com/ZMdTN54a4/
小紅書:豆皮哥
工作email: info@dopperalien.com
Podcast:https://open.spotify.com/show/3GWXTvz...


美國南加州洛杉磯LA的“豆皮哥”兩個公主的爹
現職專長服務於國際貨運 球鞋批發 美國精品批發 收藏品收購

希望透過這個平台跟大家分享
美國潮流文化 時尚 藝術品 收藏品 籃球 球鞋 穿搭 斷捨離 潮流新聞 英文 TESLA BOTTING機器人

#vlogmas #vlogmas2020 #vlog

看到大家留言回覆想看鞋子分享 這不就來了嗎～～～～ 🥳 💛
昨天就是因為想好好檢查這隻長達15分鐘都在說話的影片所以晚到了！不好意思呀～
想說不要說太冗長太多廢話
最後還是非常明顯的失敗了........（嘆）

這次分享的這五雙鞋真的都是超級日常基本經典款！！！
平常全靠這五雙鞋闖天下！太喜歡！

以下是五雙鞋子的清單
1.new balance 990
2.vans classic slip-on
3.nike air force 1
4.chanel sneakers
5.gucci princetown

平價精品的都一次分享給妳們嚕！
雙雙都是真愛款🥰


makeup
foundation chanel beauty
eyebrows 1028
eyeliner maybelline


今天的#ootd
on ynyn
top adidas original
bottom zara
earrings babycee


💛 💛 💛


------------------------------------------------------------------------------------------
其他平台

INSTAGRAM: allison__su
https://www.instagram.com/allison__su...

------------------------------------------------------------------------------------------


|| 相機 剪辑

CANON G7X MARKII / FNC PRO

快來訂閱我吧►https://goo.gl/2wSaqs
追蹤我的生活►IG：https://goo.gl/2Tcnfz

每次都乾燒大家...開箱買買買等等，有點不好意思啦?
這次來一條不用花錢的影片吧～今次來分享如何用同一件衣服無限穿搭??‍♀

我選了的百搭單品：直筒牛仔褲，就是上次開箱的Uniqlo牛仔褲啦
很多人都會選擇Skinny jeans多於Straight leg jeans, 因為怕直筒牛仔褲顯肥...
的確直筒牛仔褲是犧牲了展視美腿的機會。
唔怕！來分享幾個穿搭tips，就可以路人變女神啦呵呵。

--MY SIZE--
身高:162cm
重: 50 KG
高腰：26-27"

用到的單品：

-Jeans -

WOMEN UNIQLO U SLIM FIT TAPERED ANKLE LE
https://www.uniqlo.com.hk/pc/en_GB/pr...

- Shoes -

ASOS Kitten Heels Baby Purple(UK5)
https://goo.gl/yfTk2S

Adidas Sleek sneakers
https://slookat.top/3H6E

Nike Air Max Verona Sneakers
https://slookat.top/3H6M

Bags :

Burberry check link bag
https://slookat.top/3H6S

supreme bum bag

- T-shirt/Tops -

Nike Tee

Strips Tee from Primark
Primark沒有Online shop

Uniqlo U White Tee
https://www.uniqlo.com.hk/pc/en_GB/pr...

Shein Balloon sleeve stars top
https://www.shein.com.hk/Lace-up-Back-Star-Pattern-Wrap-Blouse-p-703191-cat-2223.html

Black Dress from Boohoo.com

- Shirt/Jacket -

Cardigan from Primark
Primark沒有Online shop

Women JW Anderson Longline Long Sleeved Shirt
https://www.uniqlo.com.hk/pc/en_GB/pr...

Suit Jacket from TaoBao(小玉酱港味复古温柔休闲chic西装外套女中长款燕麦色气质时尚上衣) (已下架了其實，同店的另外一件西裝外套）
https://s.click.taobao.com/xCQXdjv

Denim Jacket from TopShop
已下架了

••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••

♡If you like the video, please like and subscribe♡

More about me | 關於Sarah
Instagram: https://www.instagram.com/sarah_tang/
Email: Tangwaiwahhh@gmail.com
••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
Filming | 拍攝
Camera：Canon M6
Editing program：premiere cc

- Music Used -

Song: Joakim Karud - Good Old Days (Vlog No Copyright Music)
Music provided by Vlog No Copyright Music.
Video Link: https://youtu.be/Zl3r_HPulLk

Song: Joakim Karud - Love Mode

? Joakim Karud
→ https://soundcloud.com/joakimkarud
→ https://twitter.com/JoakimKarud