關於 i am fine with it意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

【絕食第80日】【80th Day of Hunger Strike: Update & Volunteers' Thoughts】
17 / 9 / 2020

▍「除了停止了探訪外，這裡任何東西都沒變過。廁所依然是那麼髒，他們（入境處）連一塊香皂都沒有多給我們。」- 羈留者O生氣的說

自9月6日CIC出現第二單新冠確診，CIC便停止了探訪，所有羈留者都已經十天因探訪暫停而無法獲得一些基本衛生護理物資。以下為義工H的心聲：

CIC對認可物資要求十分苛刻，書一定不要有任何標註，連一個「由XX中學圖書館捐贈」的印章也容不下，「呢本唔入得」；香皂只能是藍色的，但藥房通常是一排六塊的賣，只有兩塊是藍色，總有四塊紫色、白色不知如何處理；以為只要寫著「祝君早安」的毛巾便可以，買到了，職員又說「標誌中一的不是「合」字，這不是正版」，退回，不收；買了兩包M&M想給羈留者，但被告知一次一定要給5包，而且一定要是同一顏色的包裝。第一次聽到時會又生氣又無奈，明明都是香皂、毛巾，這些要求除了用來留難訪客，有任何意思嗎？每次探訪，更是總會見到其他訪客有一些東西因不乎要求而被退回，山長水遠走到來CIC，卻沒法送物資到親人、朋友手上，會感到很可惜嗎？

怒氣與無奈，隨著探訪次數漸多而慢慢地被磨蝕。為了能順利地把物資送到羈留者手上，更是練成了一對金精火眼，去到不同藥房都認得出物資，知道格價合理與否。這一陣子，見到任何藥房都會逛一逛，見到適合的便買下。這幾天都接給幾位羈留者的電話，有的說急需牙膏、香皂（只能通過探訪才能獲得），有的說很悶想收新的書。我想說，我都準備了，只是不知何時才見到他們。

羈留者的來電中，讓我除了知道他們需要的物資外，更是體會到自由對他們的迫切。「7樓的40多人全被送到隔離營了，你有他們的消息嗎？」S問。「我需要幫助。我不想繼續留在CIC，這裡有新冠病毒確診。這裡不安全。」R說。我想這次CIC這次確診引致的Lockdown和全院檢測已充份反映到這個地方十分高危，為何還是要強行把一班無罪的人拘禁，置他們的健康生命於危險中？

「我們差不多所有羈留人士已經聯名向入境處寫了一封投訴書，抗議停止探訪並要求交代原因。」O說。「希望很快可以容許探訪。」

▍“I am very angry about this lockdown. They (ImmD) did nothing more to advance any prevention or protection measures. Just lockdown. We are running out of toothpaste, soap and hand wash.” — Detainee I

Due to the discovery of the 2nd confirmed case of COVID-19 on 6th September, CIC has suspended all visit. All detainees have since been unable to receiving basic hygienic products from their visiting friends. It has been 10 days. Below are some thoughts of our volunteer H:

CIC is exceptionally meticulous, or better put, bureaucratic about the hand-in articles from visitors to detainees. A book must be totally clean, even a stamp that says “Donated by XX School Library” would made the book ineligible for handing in; The soap must be in blue, yet stores often sell this brand of soap in a pack of six, so volunteers would always be left with 4 bars of non-blue soap; when you bought the towel with the exact wording, the staff will always let you know that your towel is “knock-off” and therefore unaccepted; M&M must come in 5 packs of the same colour. When the articles I bought first got rejected by CIC officers, I was very frustrated. In terms of their function, the towels and soap I bought were just fine. And every time I visited, I always saw other visitors’ “unapproved” articles got rejected. Imagining coming all the way with the hope of giving a little something to make your detainee friend’s life slightly better, and yet got rejected for the bureaucratic instructions of CIC, would you feel upset?

Nevertheless, my angry and frustration has been numbed as I visited CIC more frequently. In order to successfully got the articles to detainees, I have become an expert. I have memorised the entire list of approved hand-in articles and know the prices for each item. And over time, I have stocked up these articles for the detainees. In the past few days, our concern group have received several calls from detainees, saying that they are lacking certain hygienic project. “We are running out of toothpaste, soap and hand wash.” they said. I would love to let them know that I have stocked up, yet I now have no idea when I can give things to them due to the lockdown in CIC.

From these calls from detainees, not only had I learnt about the certain items they need, but also what freedom meant to them. “40 detainees from 7/F have been sent to the isolation camp, do you have any news about them?”, detainee S asked me. “Actually I need help. I don’t want to stay long time in CIC. There is positive case here. CIC is not safe.” Detainee R said. I think the current lockdown of CIC have demonstrated exactly how CIC is not safe. There is a high risk for cross-infection of COVID-19 in CIC. So, why is the authority so determined to detain this group of innocent people, and put their health and lives in danger?

“Most detainees have wrote a complaint letter together to the Immigration Department against the lockdown and ask for reasons.” Said O. “Hope this complaint letter could help reopen visit soon.”

50年前，台視第一次以彩色畫面轉播了在日本舉行的太平洋少棒錦標賽。聽到這個旋律🎶 你會聯想到棒球比賽嗎？

1970年，台視第一次以彩色畫面轉播了在日本舉行的太平洋少棒錦標賽。1972年，台視前往美國轉播世界青少棒與少棒比賽。

1972年8月21日，中華美和青少棒代表隊在美國蓋瑞城最後以9:0擊敗美國西區隊獲得第12屆世界青少棒賽冠軍，這也是我國第一次選拔中華青少棒代表隊參加世界少棒聯盟的比賽。

1972年8月27日，中華少年棒球隊（北市少棒隊）在美國賓州的威廉波特以6:0擊敗美國北區隊，獲得第26屆世界少年棒球錦標賽冠軍。

當年台視將這首《食人族先生》（Mister Cannibal）的演奏曲版本作為棒球比賽轉播的片頭曲，因此，對於曾共同經歷過以棒球比賽追求民族自信的年代、三更半夜起床「瘋」棒球實況轉播的台灣人而言，只要一聽見這個旋律，就會想到棒球。

這首俏皮的《食人族先生》的原唱者是安迪費雪（Andy Fisher），他是一位在奧地利長大的英國人，而奧地利的官方語言是德語，所以這首英文歌裡還參雜了一些德語，包括 Mister Cannibal 後面的那句 fress mich noch einmal，意思是 eating me again（再次吃了我）。

出版於1966年的《食人族先生》是一首暢銷歌曲，60年代末在德語地區非常流行，曾停留在荷蘭流行音樂榜（Dutch charts）長達7週，最高的名次是1966年11月26日的第24名。後來，赴德國發展的塞爾維亞裔歌手巴塔意立奇（Bata Illic）把此歌改編成德語版本演唱，亦頗受歡迎。

Mister Cannibal / Andy Fisher
食人族先生 / 安迪費雪

Oh it was only a few years ago
哦，就只有幾年前
I was a Mama Joe in Kenya
我還是一位肯亞的 Mama Joe 土著
I had no troubles with the income tax
在肯亞我沒有所得稅的煩惱
Or with the other sex in Kenya
也沒有與異性交往的困擾
And then one day there came a mini tent
有一天出現了一頂迷你帳篷
So very sceny step from Bond
就如同007的情節一般
I was so charming to his assistant
他的助手為我癡迷
She took me to her tent and say
她帶我到她的帳篷裡對我說：
Mr. Cannibal, fress mich noch einmal
食人族先生 吃了我吧！
Mr. Cannibal, fress mich noch einmal
食人族先生 吃了我吧！

And then they took me back to Germany
後來他們將我帶回德國
To make a match of me, so fine
為我安排約會，真好！
They also told me how to eat and drink
他們還告訴我如何吃吃喝喝
And use the bedroom sink, so fine
以及使用臥室的浴池，真棒！
And then we went out to a Tanzlokal
然後我們去一家舞廳
And with the pretty gal I danced
我和漂亮的女孩共舞
And then she let me take her to her home
結果她讓我去她的香閨
And when I want to go she say
當我想要走的時候，她說：
Ooh, Mr. Cannibal, fress mich noch einmal
哦！食人族先生 吃了我吧！
Mr. Cannibal, fress mich noch einmal
食人族先生 吃了我吧！

And then I went to university
後來我上了大學
To make genie of me, so klug
充實自我，真酷！
And learn a lot about the biology
我學習了生物學
And then the anatomy, so klug
以及解剖學，真酷！
And then one day the time was up for me
然後有一天我的機會來臨了
And I was so happy to know
我是多麼高興獲知
Tomorrow morning I go home by plane
明天早上我將搭飛機回家
And never hear again these words
從此不會再聽到這樣的話：
Ooh, Mr. Cannibal, fress mich noch einmal
哦！食人族先生 吃了我吧！
Mr. Cannibal, fress mich noch einmal
食人族先生 吃了我吧！

And now again I am a Mama Joe
如今我又是個 Mama Joe 土著
Like many years ago in Kenya
就像多年以前在肯亞
And have no troubles with the income tax
沒有所得稅的煩惱
And with the other sex in Kenya
也沒有與異性交往的困擾
And every evening when the moon comes out
每當晚上月亮出現
I have to think about my Deutsch
我便想起我在德國的日子
And then the only words I still know
我還記得那些關於
Poor little Mau-Mau-Joe are these
可憐的小 Mama Joe 的話就只有：
Ooh, Mr. Cannibal, fress mich noch einmal
哦！食人族先生 吃了我吧！
Mr. Cannibal, fress mich noch einmal
食人族先生 吃了我吧！