🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有30部Youtube影片,追蹤數超過433萬的網紅Nguyễn Hương Ly Official,也在其Youtube影片中提到,#HuongLy #NeuCoKiepSau #NCKS NẾU CÓ KIẾP SAU - HƯƠNG LY | OFFICIAL MUSIC VIDEO Giám đốc sản xuất: Nguyễn Tuấn Hưng Composer: Kim Kim - Gà Producer: D...
「management vision」的推薦目錄:
- 關於management vision 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於management vision 在 細貓 應智越 FanPage Facebook 的最佳貼文
- 關於management vision 在 細貓 應智越 FanPage Facebook 的精選貼文
- 關於management vision 在 Nguyễn Hương Ly Official Youtube 的最讚貼文
- 關於management vision 在 Thiều Bảo Trâm Official Youtube 的精選貼文
- 關於management vision 在 電扶梯走左邊 Jacky Youtube 的最讚貼文
- 關於management vision 在 2 Strategic Management: Mission Vision Values - YouTube 的評價
- 關於management vision 在 Vision Community Management - Home | Facebook 的評價
management vision 在 細貓 應智越 FanPage Facebook 的最佳貼文
應智越 (細貓) -《Ophiuchus》| Official MV | Ying Chi Yuet (MrLittleCat) - ⛎
已於各大音樂平台上架:
https://lnkfi.re/YP_Ophiuchus
Official MV in Ying Production YouTube Channel
十二星座、十二生肖、九型人格、十個靈數、兩種性別、三個世代、四種膚色⋯⋯ 千千萬萬個把人分類的方法,但為何我要安於框框?
我可以是獨角的山羊,可以是會飛的人馬,可以是帶刺的獅子,我更可以是那個神秘莫測的第13星座蛇夫座 - 橫空誕生,擾亂原有的秩序,改變本身的軌跡。但當然,我也可以不是蛇夫。我可以是更多。
“The Ophiuchus is not a new constellation altogether but a rather forgotten one.”
.
Composer : Dong
Lyricist : 奧仕卡 @oscarlee
Arranger : Dong
Producer : T-ma @tma68
Backing Vocals by Walter Kwan
Editing by T-Ma, Kelvin Au, John Benedict Pereira
Mixed by John Benedict Pereira
OP : Ying Production Limited &
土方製作 admin by Music Nation Publishing Co Ltd.
Artiste Management : Michelle Sn & Elaine B
MV Director : Faith Ma & Tin Tin po @Sightless Vision
Dance Choreographer : Fat Boy
Dancers : Algo Au, Danffas Au, Mo Li, Woody Kwong
Production Manager : Pik Yi
Production Team : Jojo Tse, Mag Lam
Director of Photography : Faith Ma @Sightless Vision
Second Unit Cinematographer : Ho Shun, Kuen Chung
Assistant of Camera : SonJ Ng
Make-up Artist ( MrLittleCat ) : Lulu Lee @I Lu Mine Makeup
Hair Stylist ( MrLittleCat ) : @lupus_c_hair C @O4 Orient4 - The Official Page
Make-up Artist ( Dancers ) : Anges Yeung
Hair Stylist ( Dancers ) : Tim Chan
Poster Photography : Nicky Jai @nickyjai
Art Director & Styling Design : Maisy Ho
Assistant Art Director : Yu Kwan Yee
Editor & Colorist : Faith Ma
Special Thanks
Animal Director : Annie Tse Yuk Wa
Title Design : Kizz Lau
#Ophiuchus #Ophiuchus⛎ #⛎
#蛇夫座 #十三星座 #被遺忘的星座 #13星座 #不受框條規限 #活出真我
#12星座 #十二星座
#the6thsingle #choreography
#跳唱
#yingproduction
#應智越 #細貓 #yingchiyuet #mrlittlecat
management vision 在 細貓 應智越 FanPage Facebook 的精選貼文
應智越 MrLittleCat (細貓) -《Ophiuchus》| Official MV | Ying Chi Yuet (MrLittleCat) - ⛎
已於各大音樂平台上架:
https://lnkfi.re/YP_Ophiuchus
Official MV in Ying Production YouTube Channel
十二星座、十二生肖、九型人格、十個靈數、兩種性別、三個世代、四種膚色⋯⋯ 千千萬萬個把人分類的方法,但為何我要安於框框?
我可以是獨角的山羊,可以是會飛的人馬,可以是帶刺的獅子,我更可以是那個神秘莫測的第13星座蛇夫座 - 橫空誕生,擾亂原有的秩序,改變本身的軌跡。但當然,我也可以不是蛇夫。我可以是更多。
“The Ophiuchus is not a new constellation altogether but a rather forgotten one.”
.
Composer : Dong
Lyricist : 奧仕卡
Arranger : Dong
Producer : T-ma
Backing Vocals by Walter Kwan
Editing by T-Ma, Kelvin Au, John Benedict Pereira
Mixed by John Benedict Pereira
OP : Ying Production Limited &
土方製作 admin by Music Nation Publishing Co Ltd.
Artiste Management : Michelle Sn & Elaine B
MV Director : Faith Ma & Tin Tin po @ Sightless Vision
Dance Choreographer : Fat Boy
Dancers : Algo Au, Danffas Au, Mo Li, Woody Kwong
Production Manager : Pik Yi
Production Team : Jojo Tse, Mag Lam
Director of Photography : Faith Ma @ Sightless Vision
Second Unit Cinematographer : Ho Shun, Kuen Chung
Assistant of Camera : SonJ Ng
Make-up Artist ( MrLittleCat ) : Lulu Lee @I Lu Mine Makeup
Hair Stylist ( MrLittleCat ) : Lupus C @O4 Orient4 - The Official Page
Make-up Artist ( Dancers ) : Anges Yeung
Hair Stylist ( Dancers ) : Tim Chan
Poster Photography : Nicky Jai
Art Director & Styling Design : Maisy Ho
Assistant Art Director : Yu Kwan Yee
Editor & Colorist : Faith Ma
Special Thanks
Animal Director : Annie Tse Yuk Wa
Title Design : Kizz Lau
#Ophiuchus #Ophiuchus⛎ #⛎
#蛇夫座 #十三星座 #被遺忘的星座 #13星座 #不受框條規限 #活出真我
#12星座 #十二星座
#the6thsingle #choreography
#跳唱
#YingProduction Ying Production
#應智越 #細貓 #YingChiYuet #MrLittleCat
MV
https://youtu.be/ARvCKrQOzxw
management vision 在 Nguyễn Hương Ly Official Youtube 的最讚貼文
#HuongLy #NeuCoKiepSau #NCKS
NẾU CÓ KIẾP SAU - HƯƠNG LY | OFFICIAL MUSIC VIDEO
Giám đốc sản xuất: Nguyễn Tuấn Hưng
Composer: Kim Kim - Gà
Producer: DinhLong
Mix & Master: Dương Minh Thắng - Sơn Sảng (Thắng Studio)
Nghe audio độc quyền tại NhacCuaTui: https://www.nhaccuatui.com/bai-hat/neu-co-kiep-sau-huong-ly.ERV3kZbvf716.html
Hương Ly xin trân trọng cảm ơn các nhà tài trợ BD Media, Nhaccuatui, TikTok, Light Spark, Acne Doctor và đặc biệt là game Tuyệt Kiếm Cổ Phong (MoMo x SohaGame) đã đồng hành cùng Ly trong dự án lần này:
Tải ngay game Tuyệt Kiếm Cổ Phong để nhận về những phần quà giới hạn, Siêu phẩm nhập vai được đầu tư nhất 2021 http://tuyetkiem.vn/rd/huongly
Tải ngay Ví MoMo để thanh toán khi nạp game Tuyệt Kiếm Cổ Phong và nhận hàng ngàn ưu đãi siêu giá trị! http://bit.ly/MoMoxHuongLy
Lyric:
Nếu có kiếp sau, mình sẽ bên nhau đúng không anh?
Hay giấc mơ ngày xưa vẫn không thành?
Chẳng nói nên lời, hoàng hôn cuối gốc trời.
Nơi mình mãi chẳng thể chạm tới.
Nếu có kiếp sau, mình chẳng xa nhau đúng không anh?
Hay chiếc là ngoài kia vẫn xa cành?
Bóng nắng lưng đồi, có chút bồi hồi
Nhẹ nhàng lau giọt nước mắt rơi vội.
Tiếng ai hát à ơi ơi à, văng vẳng trong đêm trường xót xa
Cuộc đời có mấy khi trọn vẹn như ta nghĩ
Cứ ngỡ mình sẽ ở bên nhau trọn đời
Nắng khuất lấp ở sau lưng đồi
Tô vẽ nên bóng hình lẻ loi
Cả một trời cỏ hoa, quay lại chẳng thấy người
Mình em vẫn đợi ai ở phương xa
Nếu có kiếp sau, cầu mong quê hương chẳng chiến chinh!
Để dấu chân người đi không vương tình.
Ánh trăng vàng giữa gió ngàn
Cùng hồn em đến bên cạnh chàng.
PRODUCED BY LIGHTSPARK
Director: Phi Long
DOP: Tâm Bùi
Producer: Duy Nocturne
CamOp: Nhật Tân, Tâm Bùi
Focuspuller: Vinh Nguyễn
AC Hùng Nguyễn
Gaffer: Hậu Nguyễn
Starring: Hương Ly, Kha Vũ
P.A: Huỳnh Nhi, Hình Tú Quỳnh, Bảo Trâm
SETDESIGN Đặng Vũ, Phương Tuấn
BTS: Tiến Hưng
Makeup Tuấn Anh - Lý Lương - Nhi Hà
DIT: Khôi Trần
Photographer: Huy Nguyễn
Stylist: Thanh Tâm
Stylist Assistant: Nhựt Quốc - Khánh Vy
Talent Manager: Đinh Hoa
Vision: Hiếu Thuận
Editor: Tâm Bùi
VFX: Nhật Tân, TamBui
Colorgrading: TamBui
Poster Jack
Catering Cô Chi
Partnership Management: Phạm Hải Yến
"Nếu có kiếp sau" đã có trên TikTok mọi người cùng quay video nhé:
#1 https://vt.tiktok.com/ZSJPEdNQS/
#2 https://vt.tiktok.com/ZSJPE2rEg/
More information about Nguyễn Hương Ly :
► INSTAGRAM: https://www.instagram.com/nguyenhuongly.official
► FACEBOOK CÁ NHÂN: https://www.facebook.com/huongly.nguyen.5
► FANPAGE: https://www.facebook.com/nguyenhuonglyofficial/
► SHOP THỜI TRANG SAM'S KID CỦA LY: https://www.facebook.com/samskid126
© Bản quyền thuộc về Nguyễn Hương Ly Official và METUB Network
© Copyright by Nguyen Huong Ly Official & METUB Network ☞ Do not Reup!
Liên hệ tài trợ, hợp tác:
? HOTLINE: 0982.90.8888
? Contact Email: [email protected]
management vision 在 Thiều Bảo Trâm Official Youtube 的精選貼文
‘LOVE ROSIE’ - THIEU BAO TRAM | OFFICIAL MUSIC VIDEO
Available on
? Zing MP3: https://zingmp3.vn/bai-hat/ZOEFE9D0.html
? iTunes | Apple Music | Spotify: https://thieubaotram.streamlink.to/LoveRosie
Audio TikTok:
https://vt.tiktok.com/ZSJDmMSsy/
#LoveRosie #ThieuBaoTram #MusicVideo
MUSIC & COMPOSING
Composer & Music Producer: HUA KIM TUYEN
Music Arranger: ERIC PHAN
Recorder: THE MASK PRODUCTION
Production Mix & Master: MINH DAT NGUYEN
Project Manager: NHAT DUY
Artist Manager: DO HOANG VU
Head Of Communication: NHAT DUY
PRODUCED BY SOULIE PRODUCTION HOUSE
Starrings: THIEU BAO TRAM, HAI NAM
VIDEO MANAGEMENT
Director: QUAN PHUONG THANH
Creative Director: NHAT DUY
Script Writer: NHAT DUY
Executive Producer: HUYEN HUYNH
Producer: LINH NGUYEN
Production Manager: PHUONG HUYNH
1st Ad: RON TANG
Assistant Producers: HAI NAM, NHIM
Director Of Photography: NGHIA PHUNG
Camera Operator: TAM TRAN
Focus Puller: FRANKLYN NGUYEN
Art Director: HA CHIE
Assistant Art Director: DINH HUY HAO
Prop Master: THAI NHUT TEAM
Gaffer: GIAU PS
Lighting & Equipment Crew: PS VIETNAM
Catering: HA TEAM
Location Manager: NGUYEN HUU DUNG
Chef Accountant: NGOC ANH HO
EDITING MANAGEMENT
EDITOR: TRAN MINH NHUT
COLORIST: DUY TSOUL
POST – PRODUCTION HOUSE: blankNEGATIVES
ONLINE ARTIST: DY LE, VISION PULSE
POST PRODUCER: DAT HUYNH
IMAGE MANAGEMENT
Photographer: QUANG MING
Graphic Designer: TUAN MAXX
BTS: PHAT VO - HUYNH LONG
Stylist: PHAM BAO LUAN
Fashion Designer: LE LONG
M.U.A: QUI DOAN
Hair: CICI NGUYEN
Stylist (Sub-Talents): THANH DAT
Make-up & Hair (Sub-Talents) HUYNH KIM BAO CHAN
Singer’s Assistant: TRANG BE
Cast: THUY DIEM , BICH NGOC , NGUYEN HUU TRUONG, NGOC HUE, THUY TIEN
SPECIAL THANKS
#TOMMYJEANS
TIKTOK
BELIEVE
ZING MP3
THE RED NOTE
SOULIE
BLUE AGENCY
DAO ENTERTAINMENT
PS VIETNAM
BLANK NEGATIVES
----
LYRICS “LOVE ROSIE”
(Verse 1)
Em xin giấu nỗi nhớ anh
Vào trong ánh bình minh
Để ngày mặt trời lên
Tim được sưởi ấm
Em xin cất những cánh hoa
Vào trong những lời ca
Để chiều tà về qua
Em ngồi em hát
(Pre-Chorus)
La là la la lá lá
La là la la la la lá
Người có biết em yêu anh nhiều hơn thế
La là la la lá lá
La là la la la la lá
Sợ lắm sớm mai em không còn được thấy anh...
(Chorus 1)
Rosie Rosie Rosie Rosie
Mỗi lúc anh cười
Là khiến trái tim em rụng rời
Rosie Rosie Rosie Rosie
Mỗi khi anh nhìn em
Là những cánh hoa dường như tan ra
(Verse 2)
Em thương anh cũng đã lâu
Mà chưa nói thành câu
Nhiều lần lòng muộn sầu
Anh nào hiểu thấu
Bao yêu thương nhung nhớ đây
Em sẽ góp thành mây
Thả vào bầu trời xanh
Trong lành em hát
(Pre-Chorus)
La là la la lá lá
La là la la la la lá
Người có biết em yêu anh nhiều hơn thế
La là la la lá lá
La là la la la la lá
Sợ lắm sớm mai em không còn được thấy anh...
(Chorus 1)
Rosie Rosie Rosie Rosie
Mỗi lúc anh cười
Là khiến trái tim em rụng rời
Rosie Rosie Rosie Rosie
Mỗi khi anh nhìn em
Là những cánh hoa dường như tan ra
(Bridge)
Và em mong thế giới này dịu dàng với anh
Sẽ mang bình yên về anh theo những tháng năm dài
Thật lòng em mong thế giới này dịu dàng với anh
Vì em mãi luôn ở đây, bên cạnh anh, yêu mỗi anh...
(Chorus 2)
Rosie Rosie Rosie Rosie
Sẽ có một ngày
Trời đất khiến ta gặp nhau lần nữa
Rosie Rosie Rosie Rosie
Nhớ tên em này
Và nhớ sắc hương của em đêm nay.
(Chorus 1)
Rosie Rosie Rosie Rosie
Mỗi lúc anh cười
Là khiến trái tim em rụng rời
Rosie Rosie Rosie Rosie
Mỗi khi anh nhìn em
Là những cánh hoa dường như tan ra
----
Thiều Bảo Trâm Youtube Channel:
▶ Subscribe channel: http://popsww.com/ThieuBaoTramOfficial
Facebook Thiều Bảo Trâm:
▶ Follow fanpage: https://www.facebook.com/Thieubaotram
management vision 在 電扶梯走左邊 Jacky Youtube 的最讚貼文
✨本集來賓:James Hu - CEO & founder / Jobscan.co
https://www.linkedin.com/in/jameshujobscan/
- 成績不好也能創業成功當上老闆,只要開始努力都不算晚,謹記成功還是失敗都是自己的 | Grades don’t determine your future, your attitude does.
- 自省的力量:有策略的努力,比低頭苦幹更重要!| Importance of self introspection, work hard with the big picture direction in mind
- 創業家最強大的武器-大於常人的動機 | Motivations of an entrepreneur
- 使用者是你最重要的投資人 | Your customers are your most important investors
- 冥想、Think Week ,你能每天靜下十分鐘思考嗎 | Meditation, think week, 10 minutes a day
- 凡事先開始才有以後 | Do things that don’t scale
📚 Books Mentioned:
- Rich Dad, Poor Dad 富爸爸·窮爸爸
- 7 Habits of Highly Effective People 與成功有約
我們每集都會辦抽書活動,記得 follow 我們 🤩
IG: https://www.instagram.com/leftsideescalator.jacky/
FB: https://www.facebook.com/LeftSideEscalator.Jacky/
***
(00:01:15) 用三個字形容自己 | 3 words describe yourself
(00:02:26) 求學過程 沒考上 再花兩年轉學進夢想大學 | Not getting into school wanted, 2 year journey to transfer
(00:04:15) 成績不行 靠工作經驗來補 | Work experiences to compensate bad grades
(00:04:50) 免費工作 只為了零售轉白領 | Working for free to learn a skill
(00:05:46) 不屈不饒的申請Microsoft實習 | Getting internship at Microsoft
(00:07:10) 學校帶給你的無形幫助 | Intangibles learned in school
(00:08:06) 終於進到Microsoft | Finally getting into Microsoft
(00:08:24) 2008金融風暴 Microsoft解僱五千人 | Then getting laid off
(00:09:36) 因為「富爸爸窮爸爸」 23歲就買房子 開啟投資理財之路 | Buying a house at 23, jounrey of finance
(00:11:33) 又回Microsoft 但薪水少1/3 | Taking a big pay cut
(00:12:07) 2010 從西雅圖到北京 | Seattle to Beijing
(00:12:58) 白天全職Groupon 晚上創業 | 2 jobs
(00:13:51) 土法煉鋼 做出「我搭車」App | Brute force ride sharing start up
(00:15:22) 贏得北京Startup Weekend 第二屆 第二名 | Second place at Beijing startup competition
(00:16:08) 創業最困難的挫折 | Hardest thing of doing start ups
(00:17:35) 沒有完善的商業模式 努力兩年最終結束創業 | Closing up the company
(00:20:13) 創業應該找好朋友還是單純夥伴 | Friend & business partner
(00:21:18) 美國創業 vs. 中國創業的差別 | Doing a startUp in US vs China
(00:22:48) 山寨和原創之間 | Imitation vs original
(00:24:21) 意外60天二度創業 JobScan | 60 days to start second start up
(00:26:27) 先求有再求好 | Do things that don’t scale
(00:28:24) 成功融資帶來的錯覺 | Illusion of success from fundraising
(00:31:27) 創業會選擇做大規模 還是單純有被動收入 | Going big or revenue
(00:33:48) 當你真心渴望 全宇宙都會聯合起來幫助你 | Being resourceful
(00:36:45) 聘請員工 高薪不是重點 | You don’t need to pay more for better talent
(00:39:26) 創業家視角:十年以後 | 10 year vision in entrepreneurship
(00:40:37) 進不了大學產生的人生理念 | Life views since not getting into desired college
(00:41:51) 最近的好習慣:十分鐘冥想 | 10 minutes meditation
(00:44:15) 慢慢來 比較快 | Slowing down is faster
(00:46:56) 時間管理 沒有大師 | Time management
(00:48:12) 效仿比爾蓋茲的Think Week | Bill Gates’s think week
(00:52:48) 面對家人離世仍保持正向 | Positive attitude despite family loss
(00:57:19) 對快樂的定義 | Definition of happiness
(00:58:56) 十年終於放了自己一年大假 | One year sabbatical after
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For more than 17 years we have been serving the Valley's homeowners associations (HOAs) by offering... 16625 S Desert Foothills Pkwy, Phoenix, AZ 85048. ... <看更多>
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