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Survive-d ✌🏻
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Day 6, headache’s finally gone so yea, no thrombosis there 😮💨😅
Little panic attack but hey, isn’t that what Google is for 😉
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#CucukMyAZ
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Praying for more to be vaccinated, praying for cases to go down, praying for less Covidiotics, praying for a MIRACLE cause Malaysia really needs one.
Actually, we just need better leaders lol 😆
🌻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.
(如果不想看我打的英文可以直接拉到下面看我另外打的中文)
Hello my people from Bao country just wanna show u guys the animation for the motions test of the pets Niku and Baku, and the super fierce attack motion of the Director Bao character. hopefully the game can be released without a hitch next month.
if it has decent sales I’m gonna have a talk with the engineers and the animators to have them add a bunch of bs functions.
And if everything goes well I’m gonna add in the “A-pei character that everyone loves so much, and there’ll also be a giant-sized Tibetan Mastiff : king of fat u can have as a pet.
I’ll let everyone know when it’s released.
There were people that used to look down on me, thinking that I ain’t worth shit being only able to draw.
I’ve encountered a self-centered, conceited mofo before during work,She was all saying that she wanted to collab with me to make a game but all she really wanted to do was to use my rep to do her own thing.
That fucking asshole thought she was the shit and everyone should bow down to her ass. She has fucking broken English skills but she was all like “I’m the fucking greatest in the world.”
She used to talk about how her mom opened up an English cram school for her, some shits about her studying abroad in England for fucking 9 weeks and that she’s da shit for doing so, and also she kept bragging that even the CEO thinks her English is very good.
But guess what tho, her retarded ass can’t even speak or write in proper English. She fucking not only spoke with a retarded accent but her grammar is all over the place, but yet she had the balls to bitch and laugh at others when they make a mistake in English, saying shit like “Didn’t that guy study in England, how come his writings are crap?”
And she would even use onomatopoeia phrases like “ewww” or “eek” or “ouch” to prove that her English is “authentic.”
U know what tho, if ur English is that good there’s no fucking need for u to show off like this or use berate others.
One time, I had enough and wrote a long ass complaint to the boss(About work stuff), that made her shut up for good cause the fucking retard wasn’t able to understand a word of that letter.
That bitch thought she’s better than everyone else and she’s not shy to it.
What’s make matters worse is that she hates dogs cause she thinks dogs are filthy animals.
When my dog Baku passed away she made some nasty remarks that I’ll never forgot and forgive her.
Honest to God I’ve never seen this kind of worthless piece of scum in life, that fucktard is the really the worst kind of piece of crap that I’ve ever met in my life.
Oh yea that stupid-ass motherfucking retard even once said that she was gonna work in Europe, but it’s all bs cause she aint even passed the job interview.
My violin teacher knows this retard too. My violin teacher was like: “dang girl this is hands down the worst kind of bitch being on earth”
Sorry for typing all this shit, just couldn’t stop once I got started.
I hope everyone supports the game that is about to be released.
My colleagues in Europe and I are super thankful of u guys ahhh!
給大家看一下泥褲和巴褲動作測試的動畫
還有寶總監角色超猛的攻擊動作
希望能在下個月順利發行遊戲
如果賣得不錯我就要跟工程師和動畫師吵鬧
要他們加入一些北爛的功能
如果順利一定會加入大家喜歡的阿培當角色
還有阿培最愛的超巨大的獒犬帝肥(阿肥)當寵物
到時遊戲釋出了再跟大家說
曾經有些人一直看衰我看不起我
因為我不喜歡念書上課都在睡覺
我不是不會念書是我不想念而已
他們覺得我只會畫圖沒屁用以後會餓死
只有我阿嬤支持我常常跟一些牌友炫耀
說我孫子畫的好漂亮啊之類的
但大部分的人都覺得我以後會沒出息
我之前的工作遇過一個非常自以為是又自私又跩的同事
說很想要跟我一起做遊戲然後利率對半分
我那時就覺得這個人心機很重為何我要授權給妳
我知道她只是想要利用我的名氣有夠現實的
(還很跩說不做也沒差啊我不求妳我有收集其他作家的資料等等)
那個混蛋覺得自己很唱秋
其他人都是白癡都很笨她很看不起別人
她曾經跟我說現在的人基因越來越差所以智商都很低
每天上班一副我超屌不屑跟大家講話的樣子
那傢伙英文明明很爛還在那邊很囂張
說什麼她媽以前為了她還開英文補習班
說她去英國遊學九個禮拜很屌
說老闆覺得她英文很好(老闆是加拿大華人)
幹放屁 講話文法錯一大堆王八蛋
她還會嘲笑其他人英文很差很爛
說英文差的人沒資格升上更高的職位
說那個誰誰誰知道不是去英國唸書
怎麼打出這種爛英文啊之類的
那傢伙還會故意學外國人的噁或其他語助詞（例如好痛之類）
假裝自己是純正的在海外生活的華人
我覺得英文這種東西夠用就好
如果你的英文真的很強很屌
你他媽的就沒有必要像這樣炫耀或斥責別人
有一次我因為在工作上的事情很煩(上面的人一直塞東西給我)
我給我們CEO寫了一長篇全英文訊息抱怨和建議(關於工作)
然後我傳給她看她就閉嘴了(我很確定她沒看或是她用GOOGLE翻譯)
幹因為她根本看不懂全部的文章王八蛋
那人也看不起別人覺得自己很屌
一點都不會覺得不好意思
最糟糕的是她超討厭狗
她覺得狗很噁心很骯髒
她說她這輩子最討厭狗
在我的狗巴褲過世時她還對我說了超狠毒的話
我永遠不會忘記也永遠不會原諒她
老實說我一輩子沒看過這種爛貨
真的是我遇過人品最差最自私的垃圾
喔幹那傢伙曾經說要去歐洲工作等等
在那邊唱秋結果面試根本沒過
我小提琴老師也知道這個王八蛋
她說天啊這是世界上最爛的人類
真對不起打了這麼多狗屁
真是一打就停不下來真的很氣
希望大家支持我們即將上市的遊戲
我和我的歐洲同事們都超感謝你們
Hello everybody! WELCOME BACK TO MY CHANNEL MSKUAN
Happy 2021 everyone! My very first vlog in 2021 to wish everyone a happy new year ❤️ (BEFORE MCO 2.0)
DAY 1
?Sam Poh Tong temple
One of the biggest cave temples in Malaysia with a splendid Japanese-inspired garden view. Highly recommend to visit this place for a peace of mind and the peaceful ambience and breathtaking scenery.
DAY 2
?Tempurung cave
*Admission fee with MyKad: RM12 per person
One of the longest limestone caves in Malaysia. The interior of the cave is so cool and beautiful, in awe with the creation of Mother Nature.
?STG Tea House Café
We searched for this place in Google and it totally exceeded our expectation! The environment is really cozy and pretty. They also have a wide selection of food from Western food to local specialities. Highly recommend!
?Sourvenirs : Lam Fong biscuit, Sin Eng Ho
Before heading home, we bought some famous Ipoh biscuits from Lam Fong like “sak kei ma”, “yim guk kai” (salt baked chicken); and the kaya puffs from Sin Eng Ho. Sooo yummy ??
There were very few people at most of the places that we went, so be rest assured that it’s safe. We also wore face mask, kept a safe distance from strangers and sanitised all the time. Even had McDonald’s in the car to stay away from the crowd haha.
All in all, it was a really memorable trip. Penang and a few other states are currently under MCO, so we’re now staying at home ??? No matter where you’re living in Malaysia, remember to always follow SOP and stay safe!
Song credits:
• ℗ Epidemic Sound
• Music by Pick Patek - Bring Me Down - https://thmatc.co/?l=EADB70AD
• Music by VALNTN - Mona Lisa - https://thmatc.co/?l=89AAC249
Instagram: http://www.instagram.com/ms_kuan/
Blogger: http://mskuan.com/
Facebook: http://www.facebook.com/christinna.kuan
Thank you for watching. Please subscribe, like & share this video!
Hello, I am umino.Thank you for watching this video.This description uses Google Translate.
People who don't understand Japanese can't understand what I'm talking about in this video. So I will explain it in the summary column.
日本語が分からない人はこの動画で私が喋っていることが全く理解できないと思う。なので概要欄の方で説明をします。
This time, I used my nails to clean my ears. To tell the truth, it's no good, but it's not so different from the sound of cleaning your ears with your fingers. Everyone will have noticed. But there are some things you shouldn't say.
今回の動画は爪で耳かき。これを言ったらおしまいなんだけど、指で耳かきするのとあまり変わらない。みんな薄々気付いているだろう。でも言わない方がいいこともある。
It's also useless to say this, but it's boring because this video only cleans my ears. You can lie down on your screen and sleep right now. I can only say this. Most people don't want ASMR videos to be interesting, so don't worry about that.
あとこれも言ったらおしまいなんだけど、この動画は淡々と耳かきしてるだけだからつまらないよ。今すぐ画面を伏せて寝ていい。これだけは言える。大体の人はASMR動画に面白さを求めてる人は誰もいないだろうからそんなことはどうでもいいや。
Overseas viewers reading this subtitle, why not sleep early? Can you sleep soundly after reading the subtitles? The contradiction of listening to a sound that makes me sleepy while reading a lot of text while bathing in the light of a smartphone. I don't understand the meaning anymore.
この字幕を読んでいる海外の視聴者さん、「暇ですね」。字幕を読んだ後にぐっすり眠れますか？スマートフォンのライトを浴びながら、たくさんの文字を読んでるのに、眠くなる音を聴くという矛盾。もう意味が分からないですよ、私は。
How long does it take for everyone to go to bed after going to bed? I'm sure many people have messed with their smartphones and watched Twitter or Instagram for about 30 minutes. Sleep soon.
みんなはベッドに入ってから寝るまでに何分くらいかかる？スマホをいじって、ついついTwitterかInstagramを見て、30分くらい経ってるなんて人もたくさんいるだろう。早く寝ろ。
It seems that some people spend too much time searching for ASMR videos to sleep and can't sleep. It doesn't make sense. It is more likely that the quality of sleep will improve if we stop cultivating new things and repeat the favorites we have heard so far.
寝るためのASMR動画を探すことに時間をかけすぎて、眠れなくなる人もいるらしい。本末転倒ではないか。もういっそのこと新規開拓をやめて、今まで聴いてきたお気に入りをリピートしていた方が睡眠の質が上がりそうだ。
By the way, there was something I wanted to talk about fingers. Does everyone overseas pick up booger? I used to talk about the telop in the video a long time ago, but I didn't hear it from people overseas, so I asked.
そういえば指について話したいことがあったんだ。海外のみんなは鼻くそをほじりますか？昔、動画内のテロップで話したことなんだけど、海外の人には聞いてなかったので聞いてみた。
You who want to say, "It's not your finger, it's your nose." I know what I mean, but premature ejaculation is a problem. "How do you pick a booger? Yes, a finger." It seems that people can't talk to people who use cotton swabs or gloves only to pick a booger. I don't think he'll watch a video that uses his fingers to clean his ears.
「指じゃなくて鼻の話じゃねえか」と言いたいそこのあなた。言いたいことは分かるが早漏は困るよ。「鼻くそはどうやってほじる？そうだ、指だ。」鼻くそをほじるためだけに綿棒を使ったり、手袋をはめる人とは話が合わなそうだ。そんなやつが指を使って耳かきする動画を見るんじゃねえ。
People overseas have a higher image of nose than Japanese people. I got interested. Isn't there a lot of dust on the nose if the nose is tall? When.
海外の人は日本人に比べたら鼻が高いイメージがある。私は気になってしまった。鼻が高いと溜まる鼻くその量も多いのではないのか？と。
Please tell me if you enjoy picking booger at the end of the day, or if you just pick up your booger on the go.
一日の終わりに鼻くそをほじるのが趣味のあなたや、人目を忘れてほじっちゃうホジラーのあなたも教えてください。
Actually, there was a very important question overseas as to whether or not to clean the ears, but it was too late to remember, so I will ask another time.
本当は海外では耳かきするのかという非常に重要な疑問があったのだが、今思い出してしまったので別の機会に聞くことにする。
Good night.
おやすみの。
イヤホンまたはヘッドホンをつけてお楽しみください。もし動画が良かったら高評価を押していただけると励みになります。
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Music video by Jackson Wang performing "100 Ways", out now.
Stream/Listen to "100 Ways": https://TEAMWANG.lnk.to/100WaysID
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Music Produced by: Lostboy
Music Video Directed by Daniel Cloud Campos
Production Company: Collidoscope LLC
Choreography by and featuring: The Kinjaz
https://www.youtube.com/user/TheKinjaz
Official "100 Ways" Lyrics
You turn over the hour glass
The sand is falling down, oh it’s too fast for you
For you, for you
Don’t waste your love, just let it last
Cause once it's gone, it's never coming back
It’s true
Could you love me the same?
Tell me what makes you stay
There’s a hundred ways to leave a lover
Leave a lover
Leave a lover
Hundred ways to leave a lover
Leave a lover
Leave a...
There’s a hundred ways to leave a lover
I won’t wait a minute longer
Hundred ways to leave
But I’m the only one that you need
It’s the final curtain call, but if you’re ready I will give my all
For you, for you
Let them say it how they want
If I can love you good, it's no one's fault
Ooh
Could you love me the same?
Tell me what makes you stay
There’s a hundred ways to leave a lover
Leave a lover
Leave a lover
Hundred ways to leave a lover
Leave a lover
Leave a...
There’s a hundred ways to leave a lover
I won’t wait a minute longer
Hundred ways to leave
But I’m the only one that you need
I’m the only one that you need
I’m the only one that you need
I’m the only one that you need
There’s a hundred ways to leave a lover
Leave a lover
Leave a lover
Hundred ways to leave a lover
Leave a lover
Leave a...
There’s a hundred ways to leave a lover
I won’t wait a minute longer
Hundred ways to leave
But I’m the only one that you need
I’m the only one that you need
I’m the only one that you need
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#100Ways
#JacksonWang
Despite the universal nature of the outages, the company's automated systems reported no problems for any services for the first 30 minutes, ... ... <看更多>
Why did Google go down for millions today? ... been suggested that any service requiring either a Google Account or Google Auth is impacted. ... <看更多>
is google down no 在 Google Down, Gmail Down, YouTube Down; Here's What the ... 的推薦與評價
For those who aren't aware, YouTube is no longer a separate entity from Google since the company purchased it for just $1.6 billion, according ... ... <看更多>