How do I look in my new glasses? 🤓
⠀
@owndays_sg has just opened their 32nd (😱) store in Bugis Junction (Level 1 Hylam Street) and I managed to head down to grab a cute pair;
I call this one secretary vibes 🤓 hehe
⠀
From now until the 5th of October, they will be having a “Buy 1, Get 1 Free” promotion on selected items so be sure to head down to grab yourself a pair!
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#owndays #owndayssg #titandigitalmedia @titandigitalmedia #sp
同時也有171部Youtube影片,追蹤數超過192的網紅FPC Channel,也在其Youtube影片中提到,井波彫刻は240年の伝統と250名の職人を有し、住宅欄間を主に、獅子頭、置物、パネルなどの木彫刻品を製作している。4年に一度南砺市いなみ国際木彫刻キャンプが行われている。 0:00 Drive to Inami 0:13 Start to walk from hotel 1:33 Wood ...
「down the street from」的推薦目錄:
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down the street from 在 Facebook 的最佳解答
【Hello Hater】@鬼才做音樂 2021 Ghosician
《Hello Hater》Youtube 高清版MV: https://youtu.be/xyos93gW5e4
The Making Of《Hello Hater》幕後花絮 Youtube高清版: https://youtu.be/RCV8qTt4ktY
《Hello Hater》數位音樂下載 Online Music Download:https://lnk.to/HelloHater
Lyric Version《Hello Hater》動態歌詞版 Youtube高清版 : https://bit.ly/3hSHUio
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Uhh Hello Hater
啊 哈嘍 黑特
Uhh Mother Fxcker
啊 馬德法克
我又來了 (我又來了)
I am here again (I am here again)
我又來了 (我又來了)
I am here again (I am here again)
我又來了來了來了來!
I am here again, again!
我就是教壞囜仔大細 (幹)
I am the bad influencer to the multitudes (Fxck)
袂爽來找恁爸 (來)
If you are upset, come to me (Come)
假的帳號 到處留言
Using fake accounts to leave comments around
面對面陰莖縮進裡面 (咻)
Dick recoils while face to face (Aahs)
我教壞囜仔大細 (吶)
I will influence the multitudes negatively (Nah)
袂爽來找恁爸 (來)
If you are upset, come to me (Come)
確診陽痿 存一支嘴
Impotency leaves you with only a mouth to talk
幹恁阿公ㄟ踹共!
Fxck You, come and face me directly
踹! 呸!
Show up your face!
你頭腦裝洨
Your brain is filled up with semen
眼睛髒看東西都黑掉
Everything looks black in foul eyes
天生雞雞太小 薪水太少
Born with tiny dick, drawing a little salary
只能用鍵盤來高潮
Orgasm only via keyboard
因為想法跟你的不同
As my view is different from yours
所以才能夠比你成功
Therefore I attain greater success than you
看到社會不公 袂爽就講
I would voice up against injustice
你只能跪拜舔騙讚歌頌
You can only truckle and flatter
才不鳥限流被黃標 (想唱啥就唱啥我驕傲)
Never be bothered with restricted flow or yellow tag (I am proud to sing whatever I like)
還開了抖音微博帳號 (有空就麻煩快點舉報)
Registered TikTok and Weibo accounts in addition (Please report when you are available)
整天斷章取義 亂貼標籤
Always misinterpret and label me as you like
根本噁心犯賤 他媽嘴臉
Absolutely disgusting and cheap ugly face
快來黑我 訂閱 分享
Twisted my initial meaning, then subscribe & share my video
害我 每天在賺大錢
Making me tons of money
看見我執迷不悟 刀槍不入
How stubborn and invulnerable I am
脫了你三件內褲
Take off your three briefs
我就是全身的酷 看別人吐
I am damn cool, yet you threw up
Such an outlandish way of gesture
幹恁娘這種程度
Bought bullets cost thirty thousand Pew Pew Pew
買了個銃子 三萬塊嘟嘟嘟嘟
Talkative non-stop, I'll shoot your house
靠北我射你住處
I just need trap but not protection
我只要陷阱 不需要別人的護
Fxck your busybody noisy pig
操你妹雞婆的豬
I am not afraid, I choose to do only serious task
我沒在怕的 我只幹大的
Go to hell bastard, I wanna rebuke till you can't refute
去你的Sucker 壓著你罵的
Consistent tactics similar reply in comments, damn
一貫的伎倆 留言我操
Shut up when you have finished, I deal with big cases
罵完了閉嘴 老子搞大的
I am a sinner never give a shit about moral
我是個罪人 沒在管道德
場子可燥了 沒啥可套的
The place is so boring, nothing is interesting
我只要錢 我不要命
I am willing to risk for money
快給我Shit 而且要Free
Give me shit and it must be free of charge
女兒長大 學床叫
Daughter grown up mature begin to moan
臭婊子幹完 還要
After done first round, initiate another round
小孩照三餐 打掉
Repeated abortion non stop
懶得聽廢話 I’m Bounce
Fed up with the rubbish, goodbye
哈哈 (哈)
Haha (Ha)
幹妳的Bitch啪啪 (蛤?)
Fxck you bitch (Alright?)
媽媽生的臭俗辣 (臭俗辣)
Born to be a coward (Coward)
爸爸生的破麻 (Fxcked up)
Born to be a whore (Fxcked up)
留言區的廢物那些笨豬沒有惡意
All these comments left by the pigs are senseless
但是就是為了能在網路上面To The Top
Just to catch attention online
需要的是共鳴 才能發現
Demand for support, debunk the myth
佩服你的勇氣沒有準備還想Fxck
Salute your courage of simply fooling around
按你讚 快給我笑 (給我笑)
Give you Like, smile to me please (Smile to me)
討論度還在堆高 (長高)
Discussion is getting more intense (Growing)
把你爸媽Shut Down
Shut down your mom and dad
緬甸街中和Town (栗子)
Myanmar Street in Chunghe Town (Chestnut)
聽我的歌 每天看我的影片
Listen to my songs and watch my videos every day
像吞我的洨 然後吃我的大便
Like drink my semen and eat my poo
媒體就愛 報導轉貼
Media loves broadcast and re-post
你恨死恁爸 一直打臉
You hate me to death but slap in your own face
Hey Hater Loser Keyboard Warrior
嘿 黑特 魯蛇 键盘侠
You Mother Fxcker Come and Lick My Shit
馬德法克快來舔我的大便!
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#Namewee #黃明志 #HelloHater
down the street from 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
down the street from 在 FPC Channel Youtube 的最佳解答
井波彫刻は240年の伝統と250名の職人を有し、住宅欄間を主に、獅子頭、置物、パネルなどの木彫刻品を製作している。4年に一度南砺市いなみ国際木彫刻キャンプが行われている。
0:00 Drive to Inami
0:13 Start to walk from hotel
1:33 Wood welcome board
2:17 On the street
2:40 Wooden bus stop spot
8:56 Restaurant Matsuya
11:44 In front of Zuisen-ji Temple
Inami is most well known for its extensive wood carving district which traces its origins to the construction of the Inami Betsuin Zuisen-ji Temple in 1390. This temple, entirely made of wood and ornamented with intricate carvings has a long history of burning down only to be rebuilt in a much more extravagant fashion. The temple was most recently rebuilt during the Meiji period in 1885, and now exists as the largest wooden Pureland Buddhist temple in the Hokuriku region. It was officially designated as "one of the prefecture's important cultural assets" on April 1, 1965.
Because of its rich history, wood carving is the major trade in Inami. During the reconstruction of the temple in the mid 18th century woodcarvers from Kyoto were dispatched to help in the rebuilding process. These helpers ushered in a new era of woodcarving in Inami, and local carpenters began to produce a more varied assortment of carvings than the temple pieces they had focused on previously.Presently, the woodcarvers use over 200 different variations of chisels to complete their works. They are considered to be the most skilled woodcarvers Japan.
The sound of the Inami woodcarving district was chosen in 1996 as one of the 100 Soundscapes of Japan.
down the street from 在 Zermatt Neo Youtube 的最讚貼文
For this video, we went down to a special kitchen to whip up a massive 7KG Collagen Ramen Challenge with the help of Chantalle Ng (@chantalleng)! Chantalle is the star of the Mediacorp drama My Star Bride, playing the titular role in the form of a Vietnamese bride. The collagen broth comes from her very own brand, Yuan Collagen, which she co-founded with her friend Minying. The collagen is chicken-based and is extremely high in protein (10g per 100ml) with half the number of calories of your average collagen broth. The noodles we used were also provided by Chantalle’s company, a type of homemade egg noodles.
After a quick cooking process and with the help of some pre-cooked ingredients, Chantalle assembled the final bowl of noodles. It consisted of 11 portions of noodles, char siew, eggs, pork dumplings, seaweed and fried chicken, topped up with a healthy amount of the Chicken Collagen broth. It came up to almost 7KG and even more broth was added towards the end of the challenge.
It was a rich, nutritious and hearty ramen meal that I did not struggle to complete. Naturally, it was different from your typical Japanese ramen broths – a lot more “chickeny” in flavour and much thicker. The pre-cooked items were decent.
The strength of such a broth base is its versatility. You could use it for any dish you can imagine that requires some form of liquid to be added, such as risotto or hotpots. The broth acts as a flavourful and nutritious base for you to develop your meal on. In a pinch, you could even use it to cook instant noodles!
You can see more of Chantalle in her upcoming drama, Live Your Dreams, airing in September!
Purchase Chantalle’s broth here: www.yuanfoods.com
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down the street from 在 COOL LADY VEHICLE Youtube 的精選貼文
? Car Pedal Pumping: 2CV angles - Rear view + Damn truck + Little Fiat big problems
*Website: https://bit.ly/3fxKh9t
*Watch in UltraHD #COOLLADYVEHICLE #LHTMEDIATV #COOLVEHICLETV
? Description:
#1. 2CV angles - Rear view
Fanny is cleaning her car when she gets a call from a friend. Fanny immediatly sets off. But the 2CV does not want to start. Fanny tries it again and again, she does not want to let her friend down. And finally the engine starts. Now Fanny can drive off, really?
#2. Damn truck
There was a street festival. Now - Monday - the equipment must be removed. While Fanny's friends are busy she has to start the big russian truck. But the engine only cranks and does not want to start. Fanny pumps the footstarter again and again...until the batterie gets weak...
#3. Little Fiat big problems
Mia is on her way to a shooting. The little Fiat 126 needs some tries to come to life. After this Mia gives him a revving to wake him up. But something sounds strang?? Mia checks the engine and notices that there is no v-belt?! Will she be in time for her shooting??
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down the street from 在 exact meaning of "down the street" - English Language ... 的推薦與評價
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