關於 i need some me time quotes ，我們在網路上蒐集到這些相關的討論、資訊與評價

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

Good morning!

Here's a little sample of our RMO schedule! We're technically on day 17 of voluntary self-quarantine and have a little routine going-on which has been so pivotal to everyone's sanity!

Having a structure helps to manage expectations allowing for lots of freedom within boundaries, a key principle of Respectful Parenting. It helps everyone take ownership with a semblance of control over all the things we can't control!

One of the big things (that I highly recommend!) we did as a family when we knew we would have to potentially self-quarantine for 4-6 weeks with our family medical history as well as with my work travel was sit down as a family and talk about what was important to us.

We live in a 1500sqft apartment and haven't left these four walls. 😅😅❤️ We have a balcony but other than that, we've not gone to other public common areas which made it very important that we make our home, a safe, loving, fun, haven instead of prison walls.

The best way for success was for all of us to talk about what was important to us. What we needed on the schedule to find our happy.

For mama and daddy, it was making sure that we had set time for us to work and for Ella Grace, she wanted to have morning meetings and a few other special mentions like morning snuggles, cooking together, play time.

This is by no-means a be-all ends-all, it will look different for every family depending on what you and your littles find important. The key is just that with a structure and framework, it allows everyone to breathe and create, have fun and be present without worrying about what's happening next which is especially important for little ones.

This schedule while very thought out, is flexible. We don't micromanage at all and there are no set times where something has to be done at a specific time (outside of her medicine schedule!). Listen to your gut, mamas. It's your superpower!

Ps. Can you tell which part of the day this picture was taken?

I wrote it up on our "command center" which are these giant sliding glass doors that we have in our kitchen. We use chalk pens and write our favorite quotes, grocery list, schedule, family goals, etc and it's easily wipeable!

On the left are "special" things that we get to do by the day along with suggestions on play ideas if she's stumped and on the right, our running schedule that I want to reiterate again, looks very long and complicated but is just more of a loose framework and structure!

***
The pyramid you see is something is an intuitive tool-based one-on-one family private session I teach using science-based emotive drivers to help you find what's important to your family, what you want to achieve, and the tools to get there.

It's great for families wanting to get a clearer and on the same page on how to reach their mama and daddy goals and something that has radically changed the way I love, lead, and mama! If you’re interested in signing up for it after Covid is over, come have a chat w me!

***
RMO SCHEDULE

❤️ Morning snuggles
A loving quiet start for everyone, good morning hug or snuggles or just quiet time together as they wake up

❤️ Make breakfast with daddy
Ella Grace's favorite time w daddy - they make coffee and breakfast together. While not limited to this, because breakfast is usually her choice, I also list down some options to help her.

❤️ Medicine
Ella Grace has daily medicine that she has to take so putting it on the schedule helps her get a sense of what happens when since much of our routine has changed. It also helps everyone not forget!

❤️ PLAY!
Such an important part of her day, we allow for lots of time for free play and exploration. She plays independently and happily while daddy and mama work.

Her favorite options include dress-up, role-play, restaurant, construction, magnatiles, podcasts, games, art table, dancing, scooter, forts, obstacle course, sensory etc.

She has free run on our little apartment and her imagination is her limit. Freedom within boundaries!

❤️ Movement
We try to move together as a family everyday for at least 20-30mins of vigorous activity. Movement helps your brain get to a theta state which helps with focus and understanding new information which is great for both adults that need to work and littles that need to play and learn!

Movement when you're shut it also helps regulate your hormones and keeping your body active will not just help you feel good physically but also mentally.

Some of our favorite ways to move together are family yoga, dance party, zumba, workout video, HIIT circuit, etc

❤️ Morning snack
Studies have also shown that a good snack or meal after activity helps little ones to sustain this theta state longer.

Also, mama is hungry and doesn't want to be hangry!

❤️ Morning meeting
This was beautifully one of the biggest requests Ella Grace wanted when we asked what was important to her. It's a little circle time that she usually has at school and it gives everyone safe space to come together, talk about what's on their mind or what's happened, as well as sets up expectations for the day by going through what day it is, what our plans are, etc.

❤️ Play/work
Another space to independently work and play and using some key Respectful Parenting principles after connecting (morning meeting, family movement, snack etc) to disconnect.

Fueling up their love tanks allows this space to largely remain uninterrupted, productive, and happy!

❤️ Lunch
We usually have a simple lunch - sandwiches, wraps, leftovers, soup and rice, one-pot meals, etc

❤️ Nap
Ella Grace cleans up and changes into her pjs for a little nap after lunch. She has a little eye mask and sleeping bag that she drags out to the living room sometimes to be close to us while we work or she might take a nap in her room or our room.

Our boundary is just that her body has to rest so we are quite flexible and work with her so she feels like she has some amount of ownership in it which helps with cooperation!

❤️ Afternoon snack
We take a little break together and have an afternoon snack/tea/coffee and just check in with one another (there's that connect to disconnect again!)

❤️ Play/work
Ella Grace usually spends this time playing but mostly lots of movement-based play like dancing, scooting, rocking/jumping on her balance board, etc

❤️ Cooking/TV time
I start preparing dinner and Ella Grace usually will help me cut, wash, etc and when she's done helping, she gets a little tv time while I finish up. Her favorite shows currently are The Wiggles, Hi-5, Fireman Sam, Paw Patrol

❤️ Dinner
Mealtimes are special for our family. It's our chance to connect and eat together so we try to really be present. Put our phones away, sit down at the table or if we're having dinner outside, on the mat or bench together, set up and clean up together so it's a family activity.

❤️ 20-min shakedown
This is a fun clean-up game that we play at the end of the day. We set up a timer for 20mins and quickly try to clean up as much as we can.

The only rule is that at the end of 20mins we stop and walk away. It makes the clean-up less overwhelming and also elicits participation from everyone because there is a certain end time that doesn't get extended no matter what, making it much easier to get everyone to participate the next time too.

You'd be amazing how much we can get done in 20mins! In our little apartment, having free reign to play throughout the day allows us to not have to micromanage but also not go nuts from the mess. We pick up here and there throughout the day but the 20min gives us a nice reset for the next day while making it not feel like a big task.

❤️ Movement
We usually have some sort of movement - epic dance party is one of our very favorites. If it's been a very busy tiring day, we might play a song and stretch, meditate or do wind down yoga instead. There are no hard and fast rules, just again time to move and listen to our bodies.

❤️ Bath/Shower
Ella Grace takes her own shower and this is also usually when she brushes her teeth, takes her medicine, etc.

❤️ Night Meeting
Similar to morning meeting, it's a little circle to come together and debrief from our day together. We usually play Happy/Sad/Grateful which is the highlight for everyone. We do a little breathing and love shower after, read a few books then end with prayer before Ella Grace goes to bed and mama and daddy get some mama and daddy time!

Hope this helps!

Nowadays too much information & knowledge we got it easily online , but without action that’s nothing will change your life better right ?

Massive Action - Massive Result ,

Let’s take Action together !

#Youwei #Together

“I need to get more information.”

“I’ll get it done tomorrow.”

“I need to map out the steps before I can start.”

To some people, these are the roadblocks they might face to start something.

To me, it’s just plain excuses, justifications and bullshit.

How often do we hear these excuses when people procrastinate and not getting things done?

The truth is... most of the time people are overloaded with information.

They read books, attend seminars and listen to podcasts but they put nothing to practice.
Information hoarders - that’s who they are.

Trust me when I say this...

This is one of the biggest reasons why many people fail in reaching their goals.

Because nothing happens when you are not taking any action.

Hoarding on to as much information you obtain from motivational quotes, books or learning from mentors will not generate any result in your life if you are not implementing it.

Taking massive action is something that you can’t remove from the success equation.

So how would you choose differently today?

Let me know in your comment box.