🌻本周做的功課與閱讀
(冷靜詭異的大盤.........可能是因為此, 投資人跑去玩meme stocks了)(台灣時間今晚會公佈CPI)
https://makingsenseofusastocks.blogspot.com/2021/06/blog-post_9.html
🌻Five Key Points from the May Employment Report (by Goldman Sachs)
https://texasnewstoday.com/five-key-points-from-the-may-employment-report/300177/
🌻謝謝參與年報導讀的朋友! 抱歉那天規劃不週, 導致時間拉長了許多! 不過還是希望你們有收穫. 很喜歡這樣的交流. 我有時間會做個10分鐘的影片, 來將內容做更濃縮的整理.
🌻如何挑股?
之前有分享過, 我挑成長股會看哪些東西:
https://makingsenseofusastocks.blogspot.com/2020/10/blog-post_28.html
而隨著閱讀的資料越多, 也發現我的挑股方法跟投行有重覆的地方. 而看了很多基金經理人跟投行的挑股方式, 其實方法都大同小異.
像下面這家公司會看的4M(“four M model”—management, moat, market size, and business model), 就跟BofA(美銀美林)看的類似(BofA introduces its "4M framework" for identifying winning stocks in the software group: Market, Moat, Management, and Margin.)
The strategy prioritizes high-quality businesses with organic top-line growth and the potential for continued, long-term high growth—and whose stocks the fund can hold for years. The team applies its “four M model”—management, moat, market size, and business model—to narrow down candidates. It seeks strong managers running companies that have a well-defined economic moat, or competitive advantage, while operating in large markets. It also likes business models where the companies are market-share leaders and produce industry-leading free-cash-flow margins and incremental returns on capital.
The team applies its “four M model”—management, moat, market size, and business model—to narrow down candidates.
(Source: https://webreprints.djreprints.com/58288.html)
這樣的挑股對我的幫助很大:
1. 可以幫我聚焦, 專注在好公司上, 畢竟美股公司很多, 人的體力跟時間也有限.
2. 若一開始就把公司挑對, 以後的煩惱也會比較少. 公司若出了問題, 也不用花太多時間去做研究&判斷.
3. 一開始挑對公司, 之後也會跟著公司的成長, 建立投資上的信心(一個正向的循環).
🌻公司介紹(不是推薦): Olo(olo)
(P.S. 好久沒做這樣的介紹了. 這其實是我挺喜歡的一個單元. 以後看到還不錯的公司, 會繼續介紹.)
Olo是幫餐廳做營運的SaaS公司. 鼎泰豐(美國地區)是他們的客戶之一. 很多美國知名的餐廳也是(可見下方截圖). 成長率驚人--尤其是疫情這段期間, 很多餐廳積極做外送外帶, 就得靠他們的系統, 訂單才不會亂掉.
供有興趣的投資人做進一步的研究.
🌻好文分享
"最後要說的是:你永遠賺不到超出你認知範圍之外的錢,除非你靠運氣。但是靠運氣賺到的錢,往往會靠實力虧掉,這是一種必然。
你所賺的每一分錢,都是你對這個世界認知的變現。你所虧的每一分錢,都是因為你對這個世界的認知不足。這個世界最大的公平在於,當一個人的財富大於他的認知之時,這個世界有1萬種法子收割你,直到你的認知與財富相匹配為止。而避免我們淪為孤絕境地的辦法,永遠只有一個,那就是看準目標與方向,沉靜的努力並持續。"
https://www.storm.mg/lifestyle/2295749?fbclid=IwAR0YxwwHTcWIK2-botY806X9e2_HNPy05qdcUU6zsPmCKdck9Vf-fnGVdo8
🌻投資佳句:
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” -- Sir John Templeton (約翰坦伯頓爵士)
Picture: 剛入手的蘭花. 聽說蘭花難度挺高. 來試試. Olo年報截圖.
同時也有9部Youtube影片,追蹤數超過5,270的網紅Cyber Made 賽博製造,也在其Youtube影片中提到,詞曲/Ash & WANzz 混音/母帶 Drogas Lyrics Ash : Am I fallin down deeper? As we look at the sunset Can you tell me I’m better But I wish I could forget ...
「hold down冷靜」的推薦目錄:
- 關於hold down冷靜 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於hold down冷靜 在 小柏虎的鴨鴨本舖 CallDuck 柯爾鴨 Facebook 的最讚貼文
- 關於hold down冷靜 在 雨城時刻 Rain City Moment Facebook 的最讚貼文
- 關於hold down冷靜 在 Cyber Made 賽博製造 Youtube 的最佳解答
- 關於hold down冷靜 在 This is Tina Youtube 的最佳解答
- 關於hold down冷靜 在 8Ball 八號球 Youtube 的最佳貼文
- 關於hold down冷靜 在 Verb Master - 【英語冷靜100 - Cool Down, Cool Off?】... 的評價
- 關於hold down冷靜 在 calm down冷靜的評價和優惠,PTT 的評價
- 關於hold down冷靜 在 "'保持冷静!'用英语怎么说?" - 各情况英语会话练习7 - YouTube 的評價
hold down冷靜 在 小柏虎的鴨鴨本舖 CallDuck 柯爾鴨 Facebook 的最讚貼文
剛聽到一個非常難過的消息,這隻柯爾鴨小帥哥是我曾經照顧一個月的鴨孩,他上一位主人不要他了,暫時給我照顧到下一位主人來再帶走,他在我這裡變胖了!羽色也變白了!也更親人了!而他卻在下一個主人家過世了。
照顧寵物真的要心力跟計畫才真的實行,不要跟風的想要飼養牠們!真的不能照顧時找人幫忙或幫忙找下一個好人家也很棒啊
我還記得把你從火車站接下來的時候!我真的好開心哦!陪伴你一個月的時間,你變胖、變白、變的喜歡跟其他鴨鴨在一起,雖然你常常都會被其他四隻欺負,但還是好可愛⋯
我已經哭到不行了!一聽到消息還以為自己能冷靜思考,現在完全難過到不行!
拜託想養寵物的人!有一點責任感好不好⋯拜託了
I just heard about an extremely sad news.
This cute, handsome boy was one of the baby ducks I looked after about a month as a temporary shelter, because his owner left him,
Until he got adopted by a new family.
He was bigger here and whiter, more friendly than before, however, he died in the house where he got adopted.
Keeping pets is a thing that you need to shoulder the whole responsibility to take care of them, don't follow suit! If you have no time and plans? Please let someone else take care of them.
I am still able to recall the day, the scene when I picked you up from the train, I was so happy to be with you, to see you bigger, to see you whiter, to see you more friendly with the other baby ducks even though just a month.
I can't hold my tears now, I thought I can calm down but I can't.
Please, the people who want to keep pets, be responsible for the pets!
感謝好友協助翻譯
#心
#責任感
#還以為能再看到你開心展翅的樣子
#duckdeath
hold down冷靜 在 雨城時刻 Rain City Moment Facebook 的最讚貼文
RCM激進主義
「關於結束About The End」DEMO 中英文字幕版 工作錄音帶
-
關於結束,明知道有天妳會離開,只能假裝冷靜,看著妳漸漸的離我而去,但我卻無能為力....
-
詞曲:阿西
編曲:RCM 激進主義
影像:鐵木
-
我沈默 也許是我沒感受
I am silence when no feelings
想太多 倒不如心情放鬆
Not so much thinking as calm down
在意了 認真是否就輸了
Care you that is call loser.
等待著 一再Replay的鏡頭
I will be broke up again
下一段路口 你站在朦朧
Next crossing I can not see you
日出後再走 再多點溫柔
Can you give me more tender before sunrise
我追逐著風 伸手卻沒有把握
I chasing the wind I still can not catch you
苦笑著承諾 明知道你要離開我
forced smile to have a promise
你將離開我 是否再回頭
I know you will leave me alone Can you come back?
你笑了 眨眨眼似懂非懂
You laughed when you do not love me
想開了 珍惜最後一秒鐘
I will get over it and go away
太快了 來不及享受折磨
too late to enjoy cost of the love
期待著 這一刻一直停留
I wish I could save this moment with you
Kiss on your angel face tonight
今晚親吻你天使的臉孔
Hold your hand in my arms tonight
今晚握著你的手將你湧入懷中
命運誰能把握在手中 我們隨波逐流 漂泊在風中
Who can hold the fate in his hands? lives drifted down
一瞬間綻放花一朵 絢麗的彩虹 何必牽強挽留
A bloom flower,beautiful rainbow. Why are forced to stay?
我可以清楚感覺到 燦爛如誰的笑容 一刀刻在我心中
I can feel your smile which hurts me again
無數的承諾和誓言 改變不了的結果 最後仍然是承受
A lots of promise still can’t change our result
儘管傷口在痛 走每一步都重 沒有結局的夢 至少我擁抱過
Although have the wound and every step is heavy. There is no my happy ending . At least I already try
hold down冷靜 在 Cyber Made 賽博製造 Youtube 的最佳解答
詞曲/Ash & WANzz
混音/母帶 Drogas
Lyrics
Ash :
Am I fallin down deeper?
As we look at the sunset
Can you tell me I’m better
But I wish I could forget
I wish I could’ve go right now right now to the place
Go right now I don’t feel a thing
Hold me down as I feel your breathe
I don’t want to think about what you said
I gotta stop interfere with my plans
I gotta make it, all the shit don’t make no sense
She gotta talk it thru or Imma get my bands
Makin my way to heaven took too many xans
As I be walkin through the clouds I see the flames inside of me
And baby you will have to wait, I cannot live with me
I know that she don’t fuck with me
I know that she don’t fuck with me~
And baby whatchu said bout us don’t go away
And why you gotta say that shit and make me feel this way
I know that you
I know that you
I know that you don;t wanna fuck with me
I know that you
I know that you
I know that you don;t wanna fuck with me
WANzz:
我的手冷冰冰
我的心已冷靜
妳卻絲毫不在意
晚安 世界將永遠寧靜
心臟還在跳
鬧鐘還在吵
把手機設成飛航
收不到任何訊號
難過的話不想說
卻總在夜裡墮落
想要你摸我的頭
說emo的時候還有我
我不明白我什麼存在
常覺得自己非常奇怪
活的這個世界也很奇怪
不要這麼怪的vibe 呀
Sad girl sad boy
讓這首歌來拯救我
Fuck this fake 放我自由~還給我美好的夢
Angle angle by my side
Let me fly with my smile
hold down冷靜 在 This is Tina Youtube 的最佳解答
♡ LIKE & SUBSCRIBE & RING THE BELL If you enjoyed my video ➡️ https://www.youtube.com/channel/UC0ejzproowNwUwOLbWkZY1Q?sub_confirmation=1
MERRY CHRISTMAS!
Hope you like this cover, and happy holiday !
LYRICS
I don't want a lot for Christmas
我對聖誕禮物並沒要求太多
There is just one thing I need
只有一件禮物是我需要的
I don't care about the presents
我並不在乎那些
Underneath the Christmas tree
聖誕樹底下的禮物
I just want you for my own
我只希望我能擁有你
More than you could ever know
遠遠超過你所知道的
Make my wish come true
讓我的願望成真
All I want for Christmas is you
你是我唯一想要的聖誕禮物
[Hook]
Santa tell me, if you're really there /聖誕老人 快告訴我呀 如果你真的存在
Don't make me fall in love again /別讓我再墜入愛河
If he won't be here, next year /如果我的情人 無法陪我度過下個聖誕
Santa tell me, if he really cares /老公公 快告訴我呀 他是否真心在乎
Cause I can't give it all the way /因為我無法付出一切
If he won't be here, next year /如果下個聖誕 他已離去
[Chorus 1]
Feeling Christmas all around /佳節氣氛 濃厚圍繞
And I'm trying to play it cool /而我試著 保持冷靜
But it's hard to focus when I see him walking across the room /但當他從房間走過 我還是分了心
Let it snow is blasting now /大雪開始紛飛
But I won't get it in the mood /但我會小心 不輕易被氣氛融入
I'm avoiding every mistletoe until I know it's true /躲開槲寄生的魔法 直到我確定那是真愛
[Pre-Hook]
True love /是真愛
That he thinks of /他也這樣想
So next Christmas /所以明年聖誕
I'm not all alone boy /我不再獨自一人 男孩呀
[Hook]
Santa tell me, if you're really there /聖誕老人 快告訴我呀 如果你真的存在
Don't make me fall in love again /別讓我再墜入愛河
If he won't be here, next year /如果我的情人 無法陪我度過下個聖誕
Santa tell me, if he really cares /老公公 快告訴我呀 他是否真心在乎
Cause I can't give it all the way /因為我無法付出一切
If he won't be here, next year /如果下個聖誕 他已離去
[Chorus 2]
I've been down this road before 我以前 也做過這樣的事
Fell in love on Christmas night /在聖誕夜那晚 墜入愛河
But on New Years Day I woke up and he wasn't by my side /但當新年清晨醒來 卻發現他早已離去
Now I need someone to hold /現在我需要有人 給我溫暖
Be my fire in the cold /變成在寒冷中 暖我身的火苗
But it's hard to tell if this is just a fling or if it's true love /但還是很難判斷 這只是輕率的情感 或是真愛
[Pre-Hook]
True love /是真愛
That he thinks of /他也這樣想
So next Christmas /所以明年聖誕
I'm not all alone boy /我不再獨自一人 男孩呀
[Hook]
Santa tell me, if you're really there /聖誕老人 快告訴我呀 如果你真的存在
Don't make me fall in love again /別讓我再墜入愛河
If he won't be here, next year /如果我的情人 無法陪我度過下個聖誕
Santa tell me, if he really cares /老公公 快告訴我呀 他是否真心在乎
Cause I can't give it all the way /因為我無法付出一切
If he won't be here, next year /如果下個聖誕 他已離去
hold down冷靜 在 8Ball 八號球 Youtube 的最佳貼文
Herman Stan - 野獸模式 Beast Mode
All Prod by HowZ
Lyrics:
Beast Mode
火力全開 擋住我的康柏他們全部
Man Down
火力全開 攔下我的速度沒有一個
絆倒
UNDERDOG
但沒出賣 Our soul
但沒忘了 Our goal
野心?多了
回到真我三年前就說了
太多誘惑 真的感覺 對我進攻
Hold up
外星人 我問號
學習消除困擾
真理就在身邊
但我何時才會看到
又搞砸 Cuz I’m zonin’
一心只想攻頂
不想再回工地
還我自由空氣
欸 飛航模式啟動
All you mafxka 最好隨時保持移動
把他們的夢帶著能力越大責任越重
時間來到現在主動攻擊亦或被動
野獸模式開啟 悠哉輕鬆
Get it done
兄弟叫我收斂冷靜節奏
Slowin’ down
Take a puff & Take a hit
有搞頭 可否跟著去
早把全部賭上哪怕沒了命
歡迎踏入叢林屍骨落滿地
選項只剩一 往前走
過不去的痛 順著風
哪來選項二 行李可以收
少了信仰怎玩饒舌
hold down冷靜 在 Verb Master - 【英語冷靜100 - Cool Down, Cool Off?】... 的推薦與評價
冷靜 ,比Calm更常用的是Cool,但是Cool有Cool Down和Cool Off兩種,美國人自己也不 ... 口語上的冷靜,「Cool it」排名第一 ... hold off 憋住, 推遲 ... <看更多>