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And not only it is less overwhelming, it’s also the most efficient to stay focused on ONE thing. 🧘🏻♀️
That’s why we started #oneaction weekly accountability inside Momentum @momboss.academy. 🙌🏻
Tell me, what’s the one thing you would do this week that would get you closer to your goal? You know what they say. Your goal is most like to come true when you tell another person! I’d be your person! 😊💖
🌻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
An simple fix to maximise your sets! (Audio improves after 15s)
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You’ll have seen me whinging about Matrix machines a lot recently having spent years exploring different brands and the past few months working with perfectly modified ones at the @resistancetrainingspecialist HQ in the US, but in reality that’s not what goes on behind the scenes 😉
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Every machine has a way for it to be adapted, a workaround to improve how efficient time spent on it can be. I thought I’d show you one of the simplest methods taught on the RTS course 🤓
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It’s not rocket science 🚀 Am I saying you will get NO GAINS if you use standard reps on the machine? 😂 ‘Course not. Plenty have built insanely big quads kicking knee extensions into the atmosphere and hoping for the best.
Am I saying using momentum will make your knees explode on your first rep? Nope. They’d probably be illegal if so 🤨
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But I like my training effort to yield as much reward as possible, with as little joint risk relative to my stimulus as possible. Therefore you won’t catch me doing volume that doesn’t either contribute to my set preparation or working stimulus, so you can miss me with under-challenged ranges or throwing inertial variables in there 👀
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Simple blanket sound-bites mean people either treat this machine like football training or like they’ll catch the plague in their knee if they sit on it 🤦🏻♂️
Maybe if they were designed and used better with an appropriate understanding of how internal forces match external ones we’d get away from that 🤷🏻♂️
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Another bonus of thinking about movements in terms of specific ranges? You just might be able to make them work for even more people! 😃 Think about it... is pain usually present throughout the entire range? 🤔
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👍🏽 It’s one thing being obsessed with having someone capable of producing force through every range of joint positions they have available... it’s another to blindly take that to mean you should train to “FULL ROM” in every movement 🧐
You Were Motivated For Months But Now You Are Losing Momentum? Watch This Video To Discover The #1 Reason You Lose Momentum. Keep Learning From Dan By Becoming A YouTube Member Today: https://www.youtube.com/channel/UCs_6DXZROU29pLvgQdCx4Ww/join
Gaining momentum feels great. You are taking action and feel unstoppable. But then comes the moment when you have less energy and feel less motivated to do your tasks. If you are losing momentum this is likely the reason for it. Watch the video all the way to the end to find out what to do about it.
? SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ?
https://www.youtube.com/danlok?sub_confirmation=1
Check out these Top Trending Playlists -
1.) Boss In The Bentley - https://www.youtube.com/playlist?list=PLEmTTOfet46OWsrbWGPnPW8mvDtjge_6-
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3.) Dan Lok’s Best Secrets - https://www.youtube.com/watch?v=FZNmFJUuTRs&list=PLEmTTOfet46N3NIYsBQ9wku8UBNhtT9QQ
Dan Lok has been viewed more than 1.7+ billion times across social media for his expertise on how to achieve financial confidence. And is the author of over a dozen international bestselling books.
Dan has also been featured on FOX Business News, MSNBC, CBC, FORBES, Inc, Entrepreneur, and Business Insider.
In addition to his social media presence, Dan Lok is the founder of the Dan Lok Organization, which includes more than two dozen companies - and is a venture capitalist currently evaluating acquisitions in markets such as education, new media, and software.
Some of his companies include Closers.com, Copywriters.com, High Ticket Closers, High Income Copywriters and a dozen of other brands.
And as chairman of DRAGON 100, the world’s most exclusive advisory board, Dan Lok also seeks to provide capital to minority founders and budding entrepreneurs.
Dan Lok trains as hard in the Dojo as he negotiates in the boardroom. And thus has earned himself the name; The Asian Dragon.
If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
YouTube: http://youtube.danlok.link
Dan Lok Blog: http://blog.danlok.link
Dan Lok Shop: https://shop.danlok.link
Facebook: http://facebook.danlok.link
Instagram: http://instagram.danlok.link
Linkedin: http://mylinkedin.danlok.link
Podcast: http://thedanlokshow.danlok.link
#DanLok #BusinessSkills #Motivation
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about The #1 Reason You Lose Momentum.
https://youtu.be/UdwUcIHnfDA
https://youtu.be/UdwUcIHnfDA
I'm TORICO, a film director and fashion designer.
I live in Tokyo.
In this "TOKYO LIFE VLOG", I would like to introduce everything about Japanese culture, shops, people, fashion, etc. through my daily life.
I would like to be able to introduce deep spots that are not listed in the guidebook but only for Tokyo residents.
Everyone, please check "TOKYO LIFE VLOG"!!!
みなさん初めまして。
映画監督とファッションデザイナーをしているTORICOです。
私は東京で一人暮らしをしています。
このTOKYO LIFE VLOGでは私の日常を通して
日本のカルチャーやお店、人、ファッション等、
あらゆる事をご紹介していきたいと思います。
ガイドブックには載っていない、東京住民しかしらない
ディープスポットもゆるりとご紹介できればと思います。
KIDILL
http://www.kidill.jp
🍬TORICO🍬
🐩HP🐩
http://torico.tokyo/
🐩Instagram🐩
https://instagram.com/toricotorico?igshid=1pesmdycdn9uk
🐩Twitter🐩
https://twitter.com/TORICOTORICO?s=09
🐩MEEWEE HP🐩
http://meewee.jp/
🍒お仕事のご依頼はこちら🍒
info@meewee.jp
【Music】
ikson: http://www.soundcloud.com/ikson
Ehrling : Lounge
LiQWYD : Eyes Closed
今回は松阪市にある『餃子の王将 松阪店』にお邪魔してきました！餃子の王将は昭和42年に京都の四条大宮に誕生しました！ちなみに大阪王将とは別のお店です。2019年の3月時点で日本国内に727店舗を構えており、その勢いや人気は衰えません。餃子などの全店に共通する基本メニュー以外のメニューは各店舗の店長に裁量が認められているので、店舗によってメニューがかなり違うのも餃子の王将の特徴です！中京圏での台湾ラーメンなど「ご当地メニュー」も存在します。店ごとに特色があるのが魅力ですよね！今回は餃子の王将の定番メニューであるチャーハンと天津飯を注文しました！それでは早速動画スタートです！
This time, Mako visited “Gyoza Ohsho Matsusaka” in Matsusaka City! The gyoza Ohsho was born in Shijo Omiya, Kyoto in 1967! By the way, it is a different shop from Osaka Ohsho. As of March 2019, we have 727 stores in Japan, and their momentum and popularity will not decline. Menus other than the basic menu common to all stores, such as gyoza, are allowed by the manager of each store, so it is a characteristic of the gyoza Ohsho that the menu differs considerably depending on the store! There are also “local menus” such as Taiwan ramen in the Chukyo area. What makes each store unique is its appeal! This time I ordered fried rice and Tianjin rice, which are the classic menus of dumpling kings! Let's start the video!
＊撮影に際しては、お店の方や周りのお客様に充分配慮して撮影をおこなっています。
いつもありがとうございます！( ´ ▽ ` )
高評価＆チャンネル登録もよろしくお願いいたします！
#ラーメン #餃子の王将 #松阪 #ramen #ロイドごはん #フラメンコロイド #飯テロ
—————《ロイド のサブチャンネル》—————————————
【フラメンコロイド のサブチャンネルもよろしくお願いします！】
ロイドチャンネル
https://www.youtube.com/channel/UCwNlBAUziFWkJZFY_u3t65A
フラメンコロイド
https://www.youtube.com/channel/UCsFJHNg3SR41R2a3vctUInw
—————《本日の店舗情報》—————————————————
『餃子の王将 松阪店』
https://www.google.co.jp/amp/s/s.tabelog.com/mie/A2401/A240102/24012376/top_amp/
—————《twitter》—————————————————————
★ロイドごはん
https://twitter.com/roidgohan
★メロンシート
https://twitter.com/meloncito310
★フラメンコロイド
https://twitter.com/flamenkoroid
—————《instagram》———————————————————-
★ロイドごはん
https://www.instagram.com/roidgohan
★メロンシート
https://www.instagram.com/satoshimelo...
★フラメンコロイド
https://www.instagram.com/flamenkoroid
—————《各サイトの情報》—————————————————
★ロイドwalker《人生をドラマチックに彩る旅とグルメと温泉図鑑》
https://ramenjapan.net/
★メロンシート《フラメンコギターの世界一の旅》
https://pordiotama3.xsrv.jp
★フラメンコロイド 《フラメンコロイドの神話と伝説》
https://flamenkoroid.net
—————《ロイドおすすめ動画はこちら》———————————
【ロイドごはんのラーメン動画】集めました！
https://www.youtube.com/playlist?list=PL6yW17uB9uIVp-IV8xIqK82-4pp7ZkQCv
神回【ラーメン二郎の貴重映像】全増しが出来るまで一部始終を大公開！【ラーメン二郎 ひばりヶ丘店】ramen
https://youtu.be/mBFcdMHyaxA
巨大塊肉に挑戦！【いきなりステーキ】２人で１.５キロの結果は？【飯テロ】
https://youtu.be/lxn_oa-rCvQ
一瞬でファンになる86才職人のおすすめラーメン【ほりえラーメン】感動の鹿児島グルメ
https://youtu.be/0IuRURqh4ek
屋台でラーメンが出来上がるまでの職人技をお見せします【ボギー亭 虎ちゃん】味噌ニンニクラーメン【飯テロ】
https://youtu.be/ZJoloTuYOQ4
神技！いつもびっくりするよ！【がんちゃん】お好み焼きの名店に感動！【飯テロ】× フラメンコロイド 広島県
https://youtu.be/8q_j5QX4-vg
消滅する屋台ラーメンの職人技【幸っちゃん】ラーメンの作り方一部始終【ramen】
https://youtu.be/prw-olhOAyI
what is momentum 在 What is momentum really? - Physics Stack Exchange 的推薦與評價
Momentum / energy are the conserved Noether charges that correspond, by dint of Noether's Theorem to the invariance of the Lagrangian ... ... <看更多>