Grab a can of Connor’s and chillax at the end of a long working day... To best enjoy Connor's, follow these few steps...
1. Chill the Can to 5 - 8 Degree Celcius
2. Shake gently until no sound
3. Pour at a 45 degree angle
4. Enjoy your creamy head from Connor's can!
Grab yours today at any supermarket nearby or on Shopee, Lazada, Pandamart, etc.
For Non-Muslims, aged 21+ above only. If you drink, don't drive.
@ConnorsMalaysia #ConnorsMY #TasteTheGoodTimes #CelebrateResponsibly
同時也有204部Youtube影片,追蹤數超過17萬的網紅 Lipstick CHANNEL (masayoshi ASMR),也在其Youtube影片中提到,どうも 君の 小林さんちのまさよしです (いいたかっただけ) 世界中の小林少年少女 青春を駆け抜けろ 未来は君をまっている まさよしもきみをまっている (いいたかっただけ) Hi. i'm masayoshi kobayasi Lipstick CHANNEL フリマアプリ「メルカリ」で読んだ本と...
「the long drive」的推薦目錄:
- 關於the long drive 在 Facebook 的最讚貼文
- 關於the long drive 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於the long drive 在 NYDeTour Facebook 的最佳解答
- 關於the long drive 在 Lipstick CHANNEL (masayoshi ASMR) Youtube 的精選貼文
- 關於the long drive 在 FPC Channel Youtube 的最讚貼文
- 關於the long drive 在 張艾琦I-ki Youtube 的最佳解答
- 關於the long drive 在 The Long Drive - Home | Facebook 的評價
the long drive 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
the long drive 在 NYDeTour Facebook 的最佳解答
NYDeTour週末何處去:9/4-9/6 (Sat-Mon)
*9/4 (Sat) Prospect Park Super Hike
想多認識Brooklyn Prospect Park的朋友,星期六早上11點紐約市公園處有舉辦一個公園健行活動,會有專門人員帶路並且認識Prospect Park幾個秘密景點。有興趣的朋友別錯過了!
地點:Park Circle (Parkside Ave & South Lake Drive) 靠近公園的西南角。
時間:9/4 (Sat) 11am-12pm
https://www.nycgovparks.org/events/2021/09/04/prospect-park-super-hike
*9/4-9/5 (Sat & Sun) Hester Street Fair at Pier 17 Seaport
原本在LES的Hester Street的Hester Street Market在去年疫情之下停擺一年後,這週末在South Street Seaport的Pier 17重新開張。想逛逛手作商品,吃吃喝喝的朋友可以來看看,也順便到Seaport看看風景。
地點:Pier 17 at South Street Seaport
時間:9/4-9/5 (Sat & Sun) 11am-6pm
https://www.hesterstreetfair.com/
*9/4-9/5 (Sat & Sun) Pinknic Music Festival at Governors Island
星期六日在Governors Island有第五屆的Pinknic 音樂美食節活動。除了有樂團DJ表演外,現場也有美食單位和飲料可以購買。是Staycation很棒的活動。
地點:The Play Lawn/Oval at Governors Island
時間:9/4-9/5 (Sat & Sun) 12pm-10pm
https://www.govisland.com/things-to-do/upcoming-events/pinknic
*9/4 (Sat) Dog Show #1: The Dinner Party by Stephen Morrison
星期六在Brooklyn Boerum Hill的The Invisible Dog Art Center有藝術家Stephen Morrison展覽的Opening Reception(6pm-10pm)。Stephen將狗狗的雕塑擬人化參加一個晚宴用餐,展覽到10/10,Mon-Wed沒開。喜歡狗狗的朋友可以來參觀。
地點:The Invisible Dog Art Center, 51 Bergen Street, Brooklyn, NY
時間:9/4 (Sat) 1pm-10/10 5pm
https://www.theinvisibledog.org/all/2021/9/4/dog-show-1-dinner-party-stephen-morrison
*9/4-9/6 (Sat-Mon) Washington Square Outdoor Art Exhibition
Labor Day長週末三天在Washington Square Park旁的University Pl有戶外藝展,有超過百位藝術家展示販售包括金工,繪畫,雕塑,攝影等多種創作。有想收購藝術品的朋友別錯過這個戶外藝展。
地點:University Place (Bet. W. 4th & W. 12th Street), New York, NY
時間:9/4-9/6 (Sat-Mon) 12pm-6pm
https://www.wsoae.org/
*9/4 (Sat) Anime Night Market + Afterparty
星期六在Flatiron的SPIN有一個動漫市集,有許多動漫印刷物,別針,等相關商品近20個攤位。市集結束後有Afterparty。市集門票5元,Afterparty 20元。
地點:SPIN, 48 E. 23rd Street, New York, NY
時間:市集5pm-8pm; Afterparty: 8pm-2am
https://www.eventbrite.com/e/anime-night-market-afterparty-tickets-165790197945
9/6 (Mon) Free Ice Cream Sandwich from Coolhaus
如果長週末沒出城的話,星期一下午在Union Square Park有來自西岸的Coolhaus冰淇淋店提供的免費冰淇淋。有在附近的朋友可以用一點sweet來慰勞自己。
地點:Union Square, New York
時間:9/6 (Mon) 12pm-4pm
https://www.timeout.com/newyork/news/coolhaus-is-giving-away-free-ice-cream-sandwiches-this-labor-day-090221
Wish you all have a wonderful Labor Day long weekend!
祝所有朋友們勞工節長週末快樂!
the long drive 在 Lipstick CHANNEL (masayoshi ASMR) Youtube 的精選貼文
どうも 君の 小林さんちのまさよしです
(いいたかっただけ)
世界中の小林少年少女 青春を駆け抜けろ 未来は君をまっている
まさよしもきみをまっている
(いいたかっただけ)
Hi. i'm masayoshi kobayasi
Lipstick CHANNEL
フリマアプリ「メルカリ」で読んだ本とか販売してます
https://www.mercari.com/jp/u/592245242/
いまコロナでも頑張ってる東京の神保町のカレー屋さんとコラボしてチャイ(インドのミルクティー)を作ってる「ヒナタ屋」さんの通販のページはこちら
今だと メッセージ まさよしが羊を数えている眠れる魔法の特別動画URL付きhttps://hinataya2007.thebase.in/
マイク噛む動画やリップ音 リップノイズ マウスサウンドは
ユーチューブメンバーとパトレオン限定動画になっています
是非会員になってね
The video of biting the microphone and the lip sound, the lip noise, and the mouse sound are limited to YouTube members and Patreon. Please become a member.
Become a channel member for exclusive features! Check it out here:
Join member (special videos, 특별영상, 特別映像):
まさよFC(ファンクラブ)Fanclub有料特別メンバーになってね
下のアドレスをクリック
メンバー特典は動画の最後に君の名前が出ます
For member benefits, your name appears at the end of the video
https://www.youtube.com/channel/UCVcBzbRDZe2_Cv3HDbee5yA/join
メンバー限定動画はこちら
Members-only videos
https://www.youtube.com/playlist?list=UUMOVcBzbRDZe2_Cv3HDbee5yA
Support me
Patreon
https://www.patreon.com/Lipstickchanel
Recommended vide おすすめビデオ
★【ASMR】Tickle Tickle sounds
https://youtu.be/EnZUVdfauBY
★【ASMR】Mic Nibbling after a long time
https://youtu.be/PC115Rl_7jc
★【ASMR】Tapping your face
https://youtu.be/Ufj_J1RgkiA
★【ASMR】 Squishy Squeeze Toy
https://youtu.be/o_B3x05urQM
★【ASMR】Masayoshi Doctor Roleplay water Squishies toy【音フェチロールプレイ】ピタミン不足の君に 水系スクイーズ ピタミン注入しましょう
https://youtu.be/TjElpdtYt6g
サブチャンネルはこちら
Click here for sub-channel
https://www.youtube.com/channel/UCU3jM-RTfwUahA7Z5j052sw
使ってるカメラはCanon EOSR
マイク
Blue Microphones Yeti USB コンデンサー マイク Silver
アマゾンはこちら
https://amzn.to/2SouKwt
バイノーラルイヤフォンマイク
Roland ローランド バイノーラル マイクロホン イヤホン CS-10EM
https://amzn.to/2GnqOsM
わたしのティックトック
Tik tok
https://vt.tiktok.com/6M8qBs/
※バイノーラルマイクでのASMR動画ですのでイヤホンかヘッドホンでお楽しみください♪
#睡眠 #不眠 #ASMR
私の美容室 全国からシャンプー・カットしに来てね
会えるのは すごく嬉しい 耳かきとか囁きとかもやろうかな?
ファンレターはこちらのお店に送ってもらうと
届きます 熱烈歓迎
リップスティックビューティーサロン
https://lipstick-beautysalon.jimdo.com/
公式ライン@は
お店のLINEです 友だちになってね
ID検索
@lipstickbs
ラインアカウント
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PATREON (後援)
https://www.patreon.com/Lipstickchanel
風水グッズ作りました 本気で邪気除けできます 買ってね
https://suzuri.jp/Lipstick-CHANNEL
チャンネル登録はこちら↓
https://www.youtube.com/channel/UCVcBzbRDZe2_Cv3HDbee5yA?sub_confirmation=1
バイノーラル(立体音響)で撮ってるので
イヤフォンまたはヘッドフォンでお聞きください
妹のチャンネル
まりこちゃんねる
https://goo.gl/eNZGxC
twitter
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instagram
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Mail
nike2036@gmail.com
※私のアマゾンへのリンクURLはAmazonアソシエイトのリンクを使用しています。
#音フェチ #ASMR #まさよし #Japanese ASMR #Triggers
the long drive 在 FPC Channel Youtube 的最讚貼文
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.
the long drive 在 張艾琦I-ki Youtube 的最佳解答
#異地戀 #Longdistancerelationship #Longdistance
#如何維持感情
#艾琦遊 #打卡位 #香港好去處 #香港秘景 #張艾琦 #IKICHEUNG #TRAVEL #旅遊 #美食
✅Sub my Youtube👉🏻 訂閱我的頻道
https://www.youtube.com/channel/UC0Nr52tWFnO4pbQ10xBqnUQ?sub_confirmation=1
💓Instagram👉🏻 iki_cheung
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💓Facebook Page👉🏻 張艾琦I-ki
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💓Job Contact 工作聯絡:
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✨✨《艾琦 #Youtube 影片錄》✨✨
EP01🔸【 #現場表演】回顧「#妥協」Cover #翻唱
https://youtu.be/GJCPd2GThzA
EP02🔸【我的 #MV 回顧】我填詞 「你的J.I」#KTV
https://youtu.be/SYckszHsvec
EP03🔸【我的 #MV 回顧】#卡布奇諾的泡泡
https://youtu.be/dbvZY821Id8
EP04🔸【 #長洲 攻略】#長洲小吃|#露營推介
https://youtu.be/h0beqcZlXg4
EP05🔸【 #三星 #S20Ultra #開箱 】
🤔#Samsung 手機 #sony 相機大對決
https://youtu.be/yrspmR67fXw
EP06🔸【荃灣 #激安殿堂 】必買必吃攻略🎁
https://youtu.be/9BnfGAX8uQo
EP07🔸【#Twins 歌曲】🎤背歌詞+打麻雀💫挑戰
https://youtu.be/Ctpl051Td4Q
EP08🔸【#懶人食譜】5分鐘🔥韓式泡菜辣豆腐湯
https://youtu.be/6LkN6YnMZz0
EP09🔸【 開箱】日本 #Recolte #氣炸鍋
https://youtu.be/o1i7hSzeRSQ
EP10🔸【Cover Rap Song】
#Okamoto x #張艾琦 I-ki 如初
https://youtu.be/VZCU0Dthzmk
EP11🔸【 #香港打卡位 】#蝶豆花園 💜
「 #十大打卡位 」拍照攻略
https://youtu.be/f1htj1-c4Yk
EP12🔸【教你如何取得👅食TEA優惠】
💓棉花糖夢幻 #下午茶 💓
https://youtu.be/HvrxlaqT7R4
EP13🔸 【 #開箱 #台灣 零食👅試食大會】
https://youtu.be/P3snhy5urSQ
EP14🔸 【 #Cover 歌 #刻在我心底的名字 】
https://youtu.be/OpX92iycffY
EP15🔸 【 #香港行山 #千島湖清景台 💜打卡位教學 】
https://youtu.be/AiFPSHMVjBY
EP16🔸【疫情不做愛?】 嘉賓🔥岡本Okamoto負責人
https://youtu.be/5h-Wci-gCP0
EP17🔸【亞洲性暗示】嘉賓🔥岡本Okamoto負責人
https://youtu.be/-t96jeTUYMc
EP18🔸【剪愛】翻唱 💜香港秘景|香港打卡位
https://youtu.be/0p6AYaR-v_Y
EP19🔸【香港Glamping】豪華露營💜貝浪營舍
https://youtu.be/Iy_nC62zSwo
EP20🔸【香港好去處】全新水上樂園💜有咩玩|前往方法
https://youtu.be/E2giiAp5avQ
EP21🔸【男人床前大話】Man Lies 💜 嘉賓🔥岡本負責人
https://youtu.be/oT2IjGpUqMM
EP22🔸【你沒權避孕】💜 嘉賓🔥岡本負責人
https://youtu.be/Lhi3dYtXCFQ
EP23🔸【大叔的愛|同志酒吧體驗】BL GL劇💜電影推介
https://youtu.be/7Xlm7K_A3a8
the long drive 在 The Long Drive - Home | Facebook 的推薦與評價
The Long Drive - Home-made random generated open world semi-post apocalyptic survival car driving game!Steam Page: https://bit.ly/2mdBGj5Facebook: ... ... <看更多>