關於 go share 推薦 ，我們在網路上蒐集到這些相關的討論、資訊與評價

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🌻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

華欣Hua Hin不論是泰國人或是觀光客都是🇹🇭泰國國內很受歡迎的海邊熱門景點，也是凱倫泰泰滿喜歡的一個地方，今天不多話，來用一些照片來回味一下大家所懷念的華欣。

這篇一系列的照片，有些地方已經是家喻戶曉的景點，有些地方可能是您尚未去過的地方，凱倫泰泰用排列式的方式，並且附上Google標記給各位，喜歡可以先收藏，或是支持凱倫泰泰🙏，盡量的分享出去，等泰國準備好了，就能派上用場了!

⛱⛱ Drive Thru Porto Go ท่าจีน ChaTraMue手標茶

這一間路面店是前往華欣路上必經過的一間休息站，除了有得來速之外，還有提供其他店面沒有的點心，例如烤土司，下次前往華欣的路上，可以來這裡上個廁所，休息一下再繼續前往華欣!
🌏https://goo.gl/maps/jfpP8uP6HPNi876Z6

⛱⛱ Khao Luang ถ้ำเขาหลวง 拷龍洞

知名景點之一，值得造訪的自然景觀，自然的斜射光照進石窟裡，非常的奇特，據說也是許多戀人許願的地方，目前都免費參觀，可以搭付費的接駁車上去，或是步行進山，行動不便的不建議，因為很多階梯要爬。
🌏https://goo.gl/maps/kgzoDMWHLMGitLWY6

⛱⛱ Eureka Beach Cafe Hua Hin

這間泰泰介紹過曼谷 Eureka Nitro Coffee 總店，他們在華欣海邊開了一間分店，主打的氮氣飲品依然好喝，美食和甜點都很不錯，住要是在那寬闊的海邊就是特別舒服，這裡還有露營車可以出租過夜，離華欣市區有一小段距離，但是值得前往!
🌏https://goo.gl/maps/SbSFSYqnt3idXqzW9

⛱⛱ Monsoon Valley 葡萄莊園

每次來到華欣好像都會特別來到這邊，他們家的酒不要期望太高，但是如果真的要喝，比較推薦他們比較高單價的白酒，這裡主要是視野好，餐廳在懸崖上，非常舒服放鬆，也有葡萄園行程可以參加。
🌏https://goo.gl/maps/fPyWJm4E6ErcqKSL9

⛱⛱ Ratama Duck Palo ระตะมา ก๋วยเตี๋ยวเป็ดพะโล้ ซุปเปอร์ขาไก่สูตรต้นตำหรับ 鴨肉粿條

這一間粿條店在華欣市區小有名氣，凱倫泰泰個人覺得表現中規中矩，想要快速的解決一餐是可以參考，乾淨的小店，個人推薦他們家的嘎拋鴨肉飯。
🌏https://goo.gl/maps/GyoP7mRryqxxqABC7

⛱⛱ Wilaiwan Hua Hin วิไลวรรณ หัวหิน

這一間位於華欣知名周末夜晚的CICADA禪創意夜市的對面，他是一間舒服的冷氣房簡餐咖啡廳，蛋糕中規中局，但對他們的飲品和泰式奶茶剉冰比較有印象，是下午悠閒喝杯咖啡的好地方。
🌏https://g.page/wilaiwanhuahin?share

⛱⛱ Aroy @ Hua Hin อร่อยแอทหัวหิน

這一間海鮮餐廳是泰泰每次去華欣必去的一間，吃到跟老闆很熟了，食材絕對新鮮，老闆每天親自去採買，價格合理，目前在泰國喝過最好喝的泰式酸辣湯(Tom Yum Kung)絕對是他們家的無誤!
🌏https://g.page/aroyathuahin?share

您上次來華欣是哪時候呢?
您去過以上幾個景點呢?

一起在留言跟凱倫泰泰一起分享您在華欣的照片!📸

👉凱倫泰泰在Instagram (IG)還有更多這裡沒有的介紹，快去追蹤起來!
www.instagram.com/karen.the.foodie

🔹️🔸️🔹️

สนใจร่วมงาน/Potential Collaborations/合作邀約
DM or Email
📧[email protected]

#amazingthailand #MyThailandBucketList #TourismThailand #travel #HuaHin #Thailand

飛利浦抗敏清淨除濕機DE5205是功夫家庭的秘密武器
Our Kungfu family has a secret weapon to share with you all—
幫助我們日常打怪而且全年無休！
It helps us fight monsters daily and does not rest!
平時忙著導演編劇工作，武術指導，戲劇學校營運的功夫家庭，健康是最重要的大事，空氣品質尤其重視！一向以 teamwork 方式共同承擔家務的我們：功夫爸爸負責清水箱，功夫媽媽負責清洗濾網，空氣清淨指數則交給 Kali看就行了（看著飛利浦先生身上的圈圈，都要blue才是好空氣歐，其他顏色都no no）
For our Kungfu family, usually busy with acting, directing, screenwriting, teaching martial arts, and running an actor’s studio, health is the most important thing; and air quality is at the top of that list! As a martial arts family, we always do everything as a team: Kungfu poppa is responsible for the cleaning the water tank, Kungfu Momma is responsible for cleaning the filter, and the air purification index is left to Kali. (She checks out the circle on Mr. Philips: blue is clean air and other colors are a no-no!)
自從用了飛利浦 #DE5205 (諧音我愛你我)一台搞定3件事，多功能的原廠設定 #抗敏 #清淨 #除濕 好簡單! 大幅改善生活品質，讓住在山區的我們超級仰賴它!有了二寶之後，家裡的溼度和空氣品質真的要注意，我們更把 #飛利浦抗敏清淨除濕機 帶去月子中心再帶回來，根本是生活中的 Must啊!推薦所有有寶寶的家庭可以入手一台!(兩台也可以!)
Ever since we used Philips #DE5205 (the model number is Chinese homonym for I love you and me together), it simplifies everything, it’s multi-functional factory settings are 3 in 1. #preventsmold #purifiestheair #dehumidifies Living in the mountains, it totally transformed our or life and we rely on it so much! After having the second baby, we really need to be more cautious, we even took #Phillips to the postpartum center and then brought it back. It definitely is a must-have in our household! It is highly recommended that you get one (or two) if you have babies!
用影片及文字幫大家整理一下 #DE5205的優勢，請看！
Check our video to learn about the advantages of #DE5205.
高濾除、高效能、高安全 It’s high-filtration, high-efficiency, high-safety
1. 奈米級0.02濾淨力：抗敏級HEPA濾網，德國IUTA認證可有效濾除至最小PM0.02細懸浮粒子，提升空氣品質
Nano-level 0.02 Filtration: Anti-allergic HEPA filter, German IUTA certified, which can effectively filter down to the smallest PM0.02 fine suspended particles, and improves air quality
2. 大容量除溼：每日13 公升大除溼力
Large capacity dehumidifier: 13 liters water capacity per day
3. 四種智能模式：舒適濕度/連續除濕/乾衣模式/空氣淨化，按照需求變換功能
Four smart modes: comfortable humidity/continuous dehumidification/drying mode/air purification, changes functions according to needs
4.一級節能標準：節能再退稅 $1,200
Level 1 Energy Conservation Standard: Energy-saving and tax rebate $1,200
功夫爸爸最愛：水箱提把，方便好提不漏水（當作是微量級健身）
Kungfu Poppa’s favorite: the water tank handle, which is convenient and easy to carry and does not leak (as a micro-level fitness)
功夫媽媽最愛：底部滾輪，白天移到遊戲間超方便
Kungfu Momma’s favorite: the bottom scroll wheel is super convenient to move to the game room during the day
功夫大寶最愛：空氣品質燈，因為看到藍燈就是保護了妹妹
Kungfu Big Baby’s favorite: air quality light, because seeing the blue light is to protect her sister
功夫小寶最愛：低噪音運轉，才29分貝耶！讓我可以安心呼呼大睡
Kungfu Little Baby’s favorite: low noise operation, only 29 decibels! So she can sleep peacefully
立即購買還享有兩年全球保固喔
Click the link below to get a free two-year worldwide warranty:
https://reurl.cc/0Dbd7M
如果想到櫃上實際看看的話可以參考以下連結
Or go directly to the store to check it out here:
https://www.store-philips.tw/v2/Shop/StoreList/1956
#Philips #飛利浦 #抗敏清淨除濕機 #DE5205 #三重功效 #抗敏 #清淨 #除濕

歡迎光臨~我是樂筆！

終於嘗試網路線上錄音，意外的品質......尚可接受！

大辛大學快畢業時決定休學，用全部的專注堅持走他想走的路─經營社群。不到一年時間，累積五千粉絲，並且受邀至各大企業、校園擔任專業簡報講師！最近他又集結一群優秀的創作者一起開了個很厲害的FB社團：BXTeam 職涯交流吧！

某天推薦這個社團給新銳 Youtuber「哇喜珮珮」時，他很驚訝我認識大辛並表示他欣賞大辛富有美感與邏輯的創作有段時間了，一直很想認識大辛......看到他發光的眼神，我決定默默幫珮圓夢，找他一起採訪「大辛先生」，結束時珮一直對我說：「我的榮幸！好開心自己參與其中！大辛的分享實在太受用了！」

相信這集對所有「想經營社群的人」都很受用，謝謝大辛不藏私地跟我們分享他如何開始經營社群，又是如何在孤獨的創作路上找到他的方式，將他人生的劣勢轉為激勵人的故事！

前幾天因為要製作投影片的關係私下問了大辛一些小技巧，結果大辛不但分享技巧給我，還直接幫我做了一個工具包，打開來應有盡有！真的是活出創作者樂於分享的愛呀～

還在猶豫的你，開始吧，我們一起走！

Welcome to Sunlight~
Finally I had tried to record online. Out of the blue, the quality was acceptable!
Mr. Bigxin decided to quit school before he soon graduated, focusing on social media management. Owning over 5,000 fans within one year, he was invited to give a speech about slides to enterprises and campuses! Recently, he has brought a group of excellent creators together to start an impressive FB group: BXTeam!
One day I recommended the group to Passion, a new youtuber, and then she was surprised that Mr. Bigxin and I were acquainted and said that she wanted to meet Mr. Bigxin because she admired his aesthetic and logical works. Seeing her glowing eyes, I decided to make her dream come true, so I invited her to interview Mr. Bigxin together. After the interview, Passion kept saying that it was her pleasure to take part in the interview because his experience was extremely helpful.
I believe the episode is helpful to people who want to manage social media. Thank Mr. Bigxin for generously sharing his experience of managing social media and finding his way to turn defeat into inspirational stories!
Few days ago, I asked Mr. Bigxin for some tips of making slides. He not only told me his tips but shared a toolkit, which has everything, to me! He’s definitely a creator willing to share~
Still on the fence? Let’s go!

📁節目收聽方式：
Apple Podcast、KKBOX、Spotify 🔍歡迎光臨

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主持人兼編輯 Host/Editor/：樂筆
剪接師 Sound Editor：Papa.H
翻譯 Translator：Youli

#NewYorkCity#TheEdge#Weekend#Vlog
Olio e Piu 餐廳連結：
https://www.yelp.com/biz/olio-e-pi%C3%BA-new-york-5
真心推薦去吃看看～味道很好！
很抱歉一直沒有機會更新影片，接下來我會好好的努力拍片（盡量💧）


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THANK YOU FOR WATCHING
謝謝您的觀看
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喜歡我的影片可以按讚+分享囉~

Penny XOXO

" I do not own ANY of the soundtrack, property and rights for audio go to (band/singer name)"