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跟大家分享一個滿滿愛爾蘭音樂，也製作的很棒的Podcast
https://podcasts.apple.com/tw/podcast/irish-and-celtic-music-podcast/id77407482?i=1000513340797
每一集都有一個小時的節目，有介紹唱Air的歌手、St. Patrick’s Day 特別節目或者年度歌曲選輯等等。
開車或坐車之餘，打開Podcast ，聽聽凱爾特音樂🇮🇪🎵🇹🇼
去年的崩盤與融斷, 感覺就像才發生過一樣, 沒想到已經一年了. 時間真的過的很快. 希望大家一切都好.
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/03/blog-post_17.html
🌻Docusign (DOCU), Crowdstrike (CRWD)財報結果
當初研究這兩家公司, 是把公司的年報看過一遍, 再把公司上市後所發表的財報結果全部看了一遍(doubt if I will do this again). 這樣的舖天蓋地有好有壞: 壞處當然就是很花時間, 但好處就是徹頭徹尾研究過一遍後, 之後就只要看看財報結果就好了, 也比較知道高層的想法. 而每季財報看下來, 其實會發現很多資訊都是重複的. 以後可能慢慢變成用聽的就好了.
(P.S. 大公司(道瓊股這些)其實不太需要做甚麼研究. 時間跟精力比較值得放在陌生or較小型的公司.)
而研究CRWD的時候, 其實也挺怕, 畢竟資安股不是我熟悉的領域. 但有感於資安越來越重要, 所以覺得一定要有突破. 當時也換了一種分析方式來做研究(不專注在科技上, 而是專注在商業模式, 管理層, 還有競爭環境上), 算是實驗性質. 也有懂資安的股友協助. 結果還算令人滿意.
Anyway. 這兩家公司的護城河都算是起來了, 未來應該不會有甚麼大問題出現. 只是目前正值類股輪動時期, 大家就有耐心點. 供參.
如果會擔心公司股價漲不回來, 可以去注意公司的現金流狀態, 或是換到價值股。供參。
https://news.cnyes.com/news/id/461235
DOCU官方財報結果新聞稿:
https://investor.docusign.com/investors/press-releases/press-release-details/2021/DocuSign-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Financial-Results/default.aspx
CRWD官方財報結果新聞稿:
https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2021
🌻了解"文化", 在研究消費性產品, 是很重要的一環. 這也是各地(亞洲, 或是美國)的投資人, 有在那邊的地利之便, 各有其優勢所在.
下面兩段文章, 分別是投資經理人, 對於韓國電商Coupang(CPNG)以及拉丁美洲電商MercadoLibre(MELI), 在當地文化上所做的質化分析:
#CPNG
There’s a pattern here: Homegrown startups in the world’s hottest industry are beating the pants off global giant Amazon.com (AMZN) and Chinese heavyweight Alibaba Group Holding (BABA). Cultural knowledge is prevailing over scale, and Coupang (CPNG) offers some lessons on why. Its next-level delivery network—order before midnight, get it early the next morning—is adapted for a nation of dense population and small refrigerators. “Customers get hooked on ordering a carton of milk or tube of toothpaste,” says Yoojeong Oh, investment director for Korea at Aberdeen Standard Investments.
#MELI
Mercado has distinct advantages over comparable e-commerce players. First, e-commerce penetration in Latin America is a fraction of that in the U.S., roughly around 3%, Gautrey says. Mercado also has built out its warehouse, trucking, and delivery infrastructure—much like Amazon.com (AMZN), but with one key distinction. “Particularly when you go into emerging markets, relying on the nationalized postal infrastructure can mean a delivery takes several days to arrive,” Gautrey says. “Building out your own logistics infrastructure can dramatically improve the consumer experience. And then having that infrastructure also acts as a barrier to entry for [competitors].” The stock is up 178% in the past year, yet Gautrey thinks the market continues to underestimate its potential.
Source: Barron's
圖片: Happy St. Patrick's Day. 美國一年一度的聖派屈克節, 在今天(美國03/17); Barron's去年本周的封面.
圖片來源:
https://www.zazzle.com/happy_st_patricks_day_talking_cat_in_face_mask_holiday_card-256515595609283035?rf
Happy St Patrick's Day 🍀 with some awesome Irish Single Malt Whisky that I've bottled in the past.
Hey YouTube Family!!
Happy St. Patrick's day y'all. I wanted to be festive and make a traditional St Patty's Day dish, something the local Irish people would eat... So, I made Shepard's Pie. This dish is traditionally made with lamb but we used ground beef. Jess made it and I assisted ???
PS - Found out today that Cornbeef and cabbage is not a traditional dish of Ireland - it was made popular in the U.S
Today's Special Guest:
@Nina Unrated
You guys can check her out:
?NinaUnrated? YOUTUBE
https://youtube.com/c/NinaSantiago
?NinaUnrated?EATS • ?EATING SHOW CHANNEL ? https://youtube.com/c/SNAPCHATSUNDAys
?NinaUnrated? VLOGS
https://youtube.com/c/NinaUnratedVlogs
INSTAGRAM • ? • TWITTER - @NinaUnrated
QUESTION: What other person would you guys like to see me linkup with?
COMMENT BELOW ⬇⬇⬇⬇
HELP ME GET TO 1MILLION SUBSCRIBERS - I WILL BE CHOOSING SOMEONE TO HAVE A MUKBANG WITH ME.
More videos below just watch, like, and share.......... please ? Thank You ?!!
Making Crab Cakes & Pasta
https://youtu.be/SG4Fh4KKXM8
St Patrick's Day Dinner
https://youtu.be/qc4t-vDmBGs
Making Pasta with Leftover Blove Sauce
https://youtu.be/XtkjRNcO_ZU
Asian Style Short Ribs, Eggs and Shrimp
https://youtu.be/gI9JS4d7t9A
Full Moon Fruit in Backyard
https://youtu.be/u8qiPPgPSUs
Making Breakfast
https://youtu.be/BGuRbz60a2s
Sneak Peak - White Couches
https://youtu.be/-2RYPHsir0o
Making a Chicken Bacon Sandwich with Roasted Potatoes
https://youtu.be/xk4QHdLNt_M
Seafood on beachfront @krosnapkis_talents_catering
https://youtu.be/9wbZotPPQcA
Cooking fried pork chops and tiger shrimps with soulfult flour
https://youtu.be/4sORG0vgSAo
Revealing My Brand New Home Tour In California
https://youtu.be/o_iDMCB3wo8
Homemade Pepperoni Lasagna
https://youtu.be/-FyAv_NR-sc
Simple and Classy Full Set
https://youtu.be/xKatRZiQprM
Cooking 20lbs 4ft Salmon
https://youtu.be/02pJ3AmlvDo
?? CHECK OUT MY NEW MUSIC VIDEO ??
"Good and Bad"
https://youtu.be/TjVEAQxlZXs
? Business Inquiries:
Lovelymimibookings@gmail.com
? Connect With Me:
IG:@itslovelyMimi
Snap: lovely.mimi4
TikTok: itslovelymimi27
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#LovelyMimi #NinaUnrated #Lobster #noodles #mukbang
Hey YouTube Family!!
Happy St. Patrick's day y'all. I wanted to be festive and make a traditional St Patty's Day dish, something the local Irish people would eat... So, I made Shepard's Pie. This dish is traditionally made with lamb but we used ground beef. Jess made it and I assisted ???
PS - Found out today that Cornbeef and cabbage is not a traditional dish of Ireland - it was made popular in the U.S
Today's Special Guest:
@Juice Jayy
QUESTION: Tell me more traditional Irish dishes or desserts - I want to try!
COMMENT BELOW ⬇⬇⬇⬇
HELP ME GET TO 1MILLION SUBSCRIBERS - I WILL BE CHOOSING SOMEONE TO HAVE A MUKBANG WITH ME.
More videos below just watch, like, and share.......... please ? Thank You ?!!
Cooking Water Spinach, Salmon, and Fried Rice
https://youtu.be/PKpRqkavMXc
Asian Style Short Ribs, Eggs and Shrimp
https://youtu.be/gI9JS4d7t9A
Full Moon Fruit in Backyard
https://youtu.be/u8qiPPgPSUs
Making Breakfast
https://youtu.be/BGuRbz60a2s
Sneak Peak - White Couches
https://youtu.be/-2RYPHsir0o
Making a Chicken Bacon Sandwich with Roasted Potatoes
https://youtu.be/xk4QHdLNt_M
Seafood on beachfront @krosnapkis_talents_catering
https://youtu.be/9wbZotPPQcA
Cooking fried pork chops and tiger shrimps with soulfult flour
https://youtu.be/4sORG0vgSAo
Revealing My Brand New Home Tour In California
https://youtu.be/o_iDMCB3wo8
Homemade Pepperoni Lasagna
https://youtu.be/-FyAv_NR-sc
Simple and Classy Full Set
https://youtu.be/xKatRZiQprM
Cooking 20lbs 4ft Salmon
https://youtu.be/02pJ3AmlvDo
?? CHECK OUT MY NEW MUSIC VIDEO ??
"Good and Bad"
https://youtu.be/TjVEAQxlZXs
? Business Inquiries:
Lovelymimibookings@gmail.com
? Connect With Me:
IG:@itslovelyMimi
Snap: lovely.mimi4
TikTok: itslovelymimi27
TLC: https://retail.totallifechanges.com/Itslovelymimi
?Subscribe To My Mini's:
TikTok (Juice): LovelyJuice23
YouTube: Juice Jayy
IG: @JuicenJayy
? EP:
LIFE - Now on All Music Streaming Platforms (iTunes, Apple Music, Google Play, Spotify, Tidal, Pandora, Amazon Music, etc)
#LovelyMimi #Blove #Pasta
#Ireland #StPatrick #Parade #Tourist #Europe
Happy St. Patrick's Day Ireland. Apparently today is also Anniversary of the Unification of Italy. One year in Europe I have been fortunate to live in such open, diverse culture. See how we care about each other especially elder people, see how positive we are while watching video of couple singing, dancing in balcony during this difficult time. No parade this year but luckily I filmed some videos of parade last year so if you have not experience St. Patrick's Day Parade, watch it here ^^
https://youtu.be/34QbwHO4Khk
Hôm nay là ngành St. Patrick's Day, cũng là ngày quốc khánh ở Ireland. Một năm sống ở châu Âu, mình đã may mắn trải nghiệm rất nhiền nền văn hoá, cách làm việc và gặp gỡ rất nhiều bạn bè. Giữa thời điểm khó khăn này, mình vẫn rất lạc quan khi nhìn thấy những bài viết nhắn nhủ mọi người quan tâm tới người cao tuổi, hỏi han họ khi gặp trong siêu thị hay người Ý vẫn hát và nhảy trên chính ban công nhà. Mọi năm lễ diễu hành 17/03 hoành tráng lắm mà năm nay như vậy nên bị hoãn lại. Mọi người đang ở nhà tránh bão có thể xem không khí ngày lễ này ở Dublin, may quá năm ngoái mình đã kịp quay lại video. Cả nhà xem video và like, share ủng hộ kênh HannahEd nhé.
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