hills-select.com
做工的人~👷
NEIGHBORHOOD X HANAOKA聯名推車
可以調整兩種模式擺放物品~
想怎麼搬,就怎麼搬😆
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SUPREME 21FW PACK VEST 戰術背心
SIZE:F
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SUPREME 21SS NIKE AIR MAX 96
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SUPREME 21SS FIVE BOROUGHS TEE
顏色:GREY
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NEIGHBORHOOD CI / C-CAP水洗帽
NT$2980
NEIGHBORHOOD X HANAOKA NH . HANAOKA / P-FLAT CART 推車
NT$9800
WIND AND SEA WDS A32 (20L) TRUNK BOX
顏色:BLACK/GREY
NT$3280
*售價以官網為主
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官網品牌🔍「SUPREME 」
🎥Youtube搜尋:「STORY OF STREET街頭風雲」
FACEBOOK社團:Hills Buy And Sell 買取社
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同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
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🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
buy and sell模式 在 李忠孝 Facebook 的精選貼文
『在上面說的 buy and sell 營運模式下,EMS 業者毛利率由原來 30% 降到 7~8%。這時侯悲觀的投資人就說,好墮落,去年毛利率 30%,今年只剩下 8%;樂觀的人則是看到了營業額翻倍成長,認為是潛力股,營業額從 100 元變成 400 元。但這兩個都是虛的,不然就是笨,不然就是刻意隱瞞真相。其實這不用貶,也不用捧,因為這就是產業的形態。所以,當時在做主機板的時侯就是會看客戶的需求。很笨的分析師就會說毛利率變化很大,營業不穩定,其實是亂扯一通,公司的營運還是很穩定,附加價值不變,只是增加了服務的目叫做 buy and sell,這不同於原汁原味的 RAW PRODUCT。buy and sell 同時也是營利來源,主要在於整合材料、製程與檢驗。』
buy and sell模式 在 コバにゃんチャンネル Youtube 的精選貼文
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buy and sell模式 在 [求助] 請教一個關於採購模式buy and sell的問題 - PTT Web 的推薦與評價
大家好我的是剛入科技業sales部門一個月的菜鳥最近正在熟悉許多商業模式其中更苦惱不能理解關於buy and sell的意思不知道能不能在這邊詢問? ... <看更多>
buy and sell模式 在 sell ptt [求助] 請教一個關於採購模式buy and sell的問題 | 藥師+ 的推薦與評價
作者cartoons (菠蘿蜜熱火). 看板CareerLady. 標題[求助] 請教一個關於採購模式buy and sell的問題. 時間Sun Mar 3 20:52:05 2013. 大家好我的是剛入科技業sales部門 ... ... <看更多>
buy and sell模式 在 [求助] 請教一個關於採購模式buy and sell的問題 - 批踢踢實業坊 的推薦與評價
大家好 我的是剛入科技業sales部門一個月的菜鳥
最近正在熟悉許多商業模式
其中更苦惱不能理解關於buy and sell的意思
不知道能不能在這邊詢問?
不行的話我立即自D~
我主要想問buy-sell的定義到底是什麼?
是以品牌商的角度來看還是由代工廠的角度來看?
我知道這種模式最早是Dell 開始的
就我的認知是品牌商和供應商買料
代工廠再和品牌商購買物料去生產
但在這邊的"buy"和"sell"各指什麼?
我一直以為是品牌"buy" materials from suppliers 然後"sell" to 代工廠
但我主管揪正我說品牌buy materials是對的 但sell是指代工廠生產完sell to品牌商
我google了很多資料和學術論文
本來認為我的看法是對的
直到我查到一篇關於廣達和toshiba的新聞
上面提到:
"由客戶(Toshiba)將零件(光碟機)賣給代工廠(廣達),再由代工廠將產品
(筆電)賣回給客戶的模式,業界叫「buy-sell」"
請問有沒有極有概念的前輩能指點一下?
哪種解釋是對的?
先在這邊謝過大家的回答~
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