Hi from the desert!
What a sunny day #ootd #vinccifashiondiary #desert #fun #holiday #vibe
同時也有3805部Youtube影片,追蹤數超過1,920的網紅艾蛙媽 VS. 達樂哥Aiwa Hu,也在其Youtube影片中提到,...
「the holiday」的推薦目錄:
- 關於the holiday 在 Vincci Yang 杨文杏 Facebook 的最佳貼文
- 關於the holiday 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於the holiday 在 PunctumSnap · 刺點攝影 Facebook 的精選貼文
- 關於the holiday 在 艾蛙媽 VS. 達樂哥Aiwa Hu Youtube 的最讚貼文
- 關於the holiday 在 Wenwen Stokes Youtube 的最佳貼文
- 關於the holiday 在 Bonjour Louis! 我是路易 Youtube 的最佳解答
- 關於the holiday 在 夢晰筆記- 《The Holiday》【戀愛沒有假期(台譯)】... 的評價
- 關於the holiday 在 the holiday | Movie scenes, Movie stars, Romantic movies 的評價
the holiday 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
the holiday 在 PunctumSnap · 刺點攝影 Facebook 的精選貼文
The new video of the latest photo walk with Nicholas in Tai Koo. I wish you will enjoy that!
https://youtu.be/K8VkCMViKUI
#leica #leicam240 #LeicaQ2 #streetphotography #街拍香港
the holiday 在 艾蛙媽 VS. 達樂哥Aiwa Hu Youtube 的最讚貼文
the holiday 在 Wenwen Stokes Youtube 的最佳貼文
Hey guys!
This video i am sharing a collective designer haul of some of my favourite recent purchases within the last month including some summer holiday bits for our last summer vacation this year. Hope you guys enjoy!
Check out my instagram @wenwenstokes to see how i style these items!
Chanel headband: https://bit.ly/3t8hMo2
Bottega Veneta blue feather heels: https://bit.ly/3BAvEKx
Mach & mach blue crystal heels: https://bit.ly/3kS4gB2
Louis Vuitton terry cloth slides: (sold out online) https://bit.ly/3kTd9KV
Louis Vuitton X Fornasetti silk PJ pants: https://bit.ly/3zIFCJg
Louis Vuitton Nice: (sold out online) https://bit.ly/2WKapH9
Prada pink terry re-edition: sold out online
Balenciaga Le Cagole XS green shoulder bag: https://bit.ly/2YgSpEZ
Gucci cherry crop top: https://bit.ly/2WKYb18
Gucci bikini set: https://bit.ly/3DIFE6j
Jaded London bikini top: https://bit.ly/3n3dJZf
Jaded London bikini bottom: https://bit.ly/3DL5erm
Jaded London sarong: https://bit.ly/3jC4c98
Jaded London hat: https://bit.ly/3yETALc
Oseree bikini set: https://bit.ly/3kRKpSu
Saint Laurent silk playsuit: (Unfortunately not available on Cettire anymore, found it on My Theresa but full price :( ) https://bit.ly/3jEGCIX
Saint Laurent beach towel: https://bit.ly/38BWCoO
the holiday 在 Bonjour Louis! 我是路易 Youtube 的最佳解答
今天要帶大家我從小到大,每年都要去的西班牙🤩
連我媽媽還是小baby的時候,爺爺奶奶也是每年都帶她來
這算是我的家族傳統了:)
我很驚訝的是!在網路上找不到這任何中文的旅遊資訊
我覺得這裡超適合介紹給台灣人,因為這裡治安很好!
美食多又便宜(跟法國比XD)
很開心我們這次家族旅行多了新成員Ada ☺️
這也是Ada第一次到西班牙,這裡迷人到他超級捨不得離開!
連到現在回來2個禮拜了還問我什麼時候再去!
我覺得他好像比較喜歡西班牙勝過法國🤪
今天!就讓我們的鏡頭帶你去這個美麗的秘境吧!!!
無敵海景CP值超高的TAPAS:
https://goo.gl/maps/RYirgpti5XdSNuik8
職人阿公傳統西班牙菜 :
https://goo.gl/maps/7GDYjL15zirBXz5p9
私心最愛的海鮮燉飯 :
https://goo.gl/maps/wZuEj89XGfyf74bG9
#西班牙
#美食
#旅行
Come say Hi!
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the holiday 在 the holiday | Movie scenes, Movie stars, Romantic movies 的推薦與評價
Citation du film The Holiday, Cameron Diaz est donc parfois drôle? amanda, cameron. The Holiday Photo: holiday. More information. Cameron Diaz. ... <看更多>
the holiday 在 夢晰筆記- 《The Holiday》【戀愛沒有假期(台譯)】... 的推薦與評價
《The Holiday》【戀愛沒有假期(台譯)】 敘述兩位因情傷而受苦的女人,在年底佳節以交換彼此房子作為一個人度假方式的故事。一位是好萊塢Movie Trailer公司的老闆, ... ... <看更多>