🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
同時也有4部Youtube影片,追蹤數超過3萬的網紅EAT AT HOME 食・家,也在其Youtube影片中提到,#蘋果點心 #聖誕party食物 #蘋果批 #聖誕點心 蘋果派是我請朋友來我家時常做的菜式,所以特意選了這個來做和大家Q&A的影片。剛巧蘋果派的餡料由蘋果加入不同的香料如肉桂、丁香、八角和糖煮成,濃濃的香料味就像提示我們聖誕節快到了。 . 這個短片第一次用一邊做菜,一邊回答問題的形式表達,我在準備...
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Throwback @May
好懷念之前呢位流汗大叔成日做我電兔,之後輪到我做⋯
由單車開始⋯
由大埔太和直去大圍折返~28km
3k warm up pace +10k tempo + 3k easy + 10k tempo +2k cool down)
影片@11km,條友又突然係度唱歌,我明明用多咗力踩,唔通自己攰慢咗?隻錶顯示3:20-25/km,第一個10k 33’5X,第二個10k 又比佢頂到,都係33’40-50左右。佢好懶醒講:「最後5k 16’1X,我好fit,但應該之後跑唔返,因為而家完全無野做只有跑🤪」
放心,一兩三年後,我衝擊奧運全運亞運之後比你放縱跑多次,sub 40歲你仲得既😆
CHAN KA HO 陳家豪
#區區有歌神
#你估你真係歌神咩
#踩單車做電兔都咁辛苦
#我意思係難為左隻耳仔
cool down意思 在 Yu Hsiao Triathlete Facebook 的最佳解答
不要看她一副天真單純的樣子
她寫游泳課表時可沒那麼可愛
開玩笑,不是每個課表都有魔鬼傾向
我一週游四次,週一中等強度,週三中等,週四超重,週日專攻速度
以下是週一週三中等課表的之一
課表都分成三個部分,熱身,主餐,點心,放鬆。
熱身:
400 warm up
3*200 IM 花式
200 single arm drills 每25m 單臂
200: 25 fast 超快衝刺 25 超慢easy 重複到 200
主餐:
5*100 descend (一個比一個快,第一個最慢,第四個最快)interval 用 100m半鐵速+ 18-20秒 我的半鐵速差不多1:22 所以用 1:40 interval。意思就是每1:40 離開
從大鐵速開始 降到 半鐵速。
100 easy 放鬆
5*100 descend on (再重複以上的,但更快,每100m 少1-2 秒)
200 easy 放鬆
點心:
2*200 paddle smooth on 3:00 (帶著划手板 中等強度 稍為比大鐵慢)
放鬆:
200 cool down
游泳的課表一般不管怎麼樣都會有小量的強度。這個課表大約只有 300-400m 是快的 其它都是中等,放鬆,或是練技巧。目標是保持水感還有節奏。
有力氣的話我會加 4-6x50m 打腿
還有 4x25 ankle band 把腳踝綁起來游自由式。這些都是利用強度不高的時候分佈練技巧和水感。
(我照片已經沒了,只好用老婆的照片來拉粉)
cool down意思 在 EAT AT HOME 食・家 Youtube 的最佳解答
#蘋果點心 #聖誕party食物 #蘋果批 #聖誕點心
蘋果派是我請朋友來我家時常做的菜式,所以特意選了這個來做和大家Q&A的影片。剛巧蘋果派的餡料由蘋果加入不同的香料如肉桂、丁香、八角和糖煮成,濃濃的香料味就像提示我們聖誕節快到了。
.
這個短片第一次用一邊做菜,一邊回答問題的形式表達,我在準備的時候就像一邊和大家閒談一樣,雖然我們之間很多也未有見過面,在這個影片的製作過程中又好像跟大家的距離拉近了。大部份的問題其實在message已回了,如果沒有放在影片裏請見諒喔,這是因為片長有限而我是隨意將問題放上去的,如遺漏了的請不要介意再給我訊息喔。
.
多謝大家對我的提問,你們所有的問題很有意思呢。如有機會真的很想有機會一起和大家做料理互相交流,想想已感到會是難得的經驗了。
.
製作蘋果派時有以下幾點可以留意喔。
.
* 牛油派皮在製作上,在角落的位置厚度比較難以弄得平均,如利用不同的模具壓平底部和週邊,可令派皮的厚度保持平均。
* 牛油派皮在多次擀皮後可能會軟化而容易付在保鮮膜上,如將麵團再放入冰箱/雪櫃一會,讓麵團變得硬一點又可再次塑型。
* 蘋果派餡用到大量的香料,如果家中沒有其中一款可以直接省去。之前我做的時後只用肉桂粉,今次加上肉桂枝和蘋果同煮,味道更香濃了。
* 在煮好蘋果派餡後可夾起同煮的香料,那便不會影響食感。
.
希望大家喜歡這個食譜吧。
份量:直徑22cm烤盤
材料
.
蘋果批皮材料
.
中筋麵粉420克
砂糖130克
鹽一茶匙
牛油250g
雞蛋兩隻
.
蘋果批餡料
.
牛油10克
紅蘋果(小)6個
(去皮後淨肉大約600克)
砂糖80克
香草/雲尼拿精華一湯匙
肉桂粉3茶匙
檸檬汁一湯匙
肉桂枝一條
丁香兩粒
八角一粒
粟粉兩湯匙,用70毫升水拌勻
.
蛋液(掃上批面)材料
.
雞蛋半隻
牛奶/水半湯匙
做法
.
批皮
.
牛油從冰箱裏取出,待稍為放軟後,切粒。
牛油和砂糖放入攪拌機或廚師機,以中速(我家的廚師機最快為五度,這裏用二度)攪拌直至拌勻。
加入中筋麵粉以中速拌勻。
雞蛋略為打發後,分三次加入麵團內拌勻。
麵團形成後,分成兩半(批底及批面)用保鮮膜蓋著並塑形至長方型狀,以方便之後成批皮,以保鮮膜包好放在冰箱/雪櫃裏至少30分鐘至過夜。
.
麵團冷卻好後,從冰箱取出待略為軟化後,大約30分鐘,取出其中一塊麵團隔著保鮮膜用麵棍將麵團推開成大約0.5厘米厚批皮。
將批皮蓋在模具上,蓋著保鮮膜,用杯子或模具蓋平批底和週邊位置。放入冰箱,備用。
.
另一份麵團隔著保鮮膜用麵棍將麵團推開成大約0.5厘米厚批皮,?成一厘米闊的長條型,將麵團條做出辮子,做出網型並裁成模具合適大小,放在牛油紙上,放入冰箱,備用。
.
蘋果餡料
.
蘋果去皮,切成薄片。
在一個鍋子裏加入牛油10克,開中火,放入蘋果、砂糖、香草/雲尼拿精華、肉桂粉、檸檬汁、肉桂枝、丁香和八角,不時攪拌以防止結塊。
粟粉兩湯匙加入水70毫升拌勻,加入蘋果內,煮至沸騰。
關火後盛起,蘋果餡料可早一日準備放在冰箱內,令蘋果更有香料味。
.
組合
.
焗爐預熱至180攝氏度。
雞蛋略為打發,和牛奶/水拌勻。
批皮和批面從冰箱內取出,分別均勻擀開。批面擀開後切成一厘米闊長條,編成格紋。批皮放入模具,蘋果餡倒入批皮內,上面蓋上批面。
在批面掃上蛋液。
註:如麵團擀開後變軟,可放在雪櫃/冰箱中待略為凝固後才繼續製作。
放入焗爐以180度焗一小時,直至表面金黃。在週邊蓋上錫紙以防止燒焦。
蘋果批從焗爐取出後放涼,切件後享用。
Apple Pie
Baking tin with 22cm diameter
Ingredients
Apple pie crust ingredients
420g all purpose flour
130g granulated sugar
1 teaspoon of salt
250g of unsalted butter
2 eggs
Apple pie filling ingredients
10g of butter
6 small size apples (about 600g after peeling)
80g granulated sugar
1 tablespoon of vanilla essence
3 teaspoons of cinnamon powder
1 tablespoon of lemon juice
1 cinnamon stick
2 cloves
1 star anise
2 tablespoons of corn starch, mixed with 70ml of water
Other ingredients
1/2 egg
1/2 tablespoon of milk or water
Directions
Pie crust
Take out the butter from the fridge. Cut it into cubes.
Put the butter and granulated sugar into the blender or kitchen machine, blend with medium speed until it is well mixed. Add all purpose flour and mix well.
Beat the egg, put into the dough in three batches.
After the dough is formed. Split the dough into two. Roll the dough in rectangular shape. Cover it up with plastic wrap and put it into the fridge for 30 minutes or overnight.
Take out the dough from the fridge and let it warm for a while . Roll it to 0.5cm thick. Put the dough on the baking tin and cover with plastic wrap. Press the dough evenly with a mold or a cup. Put it into the fridge again and save for later.
Roll another dough to 0.5cm thick. Cut it into stripe and make the net. Put it on the baking paper and store in the fridge and save for later.
Apple filling
Slice the apple.
Put 10g of butter in a cooking pot. Turn on the heat to medium. Put sugar, vanilla essence, cinnamon powder, lemon juice, cinnamon stick, cloves, star anise and stir it to prevent it clogs.
Mix the corn starch with the water and put it into the apple. Cook until it boils.
Turn off the heat and cool down a little bit.
The apple filling can be stored in the fridge for later use or it can be used right after it cooks.
Assemble
Pre-heat the oven to 180 degree celsius.
Beat half egg and mix well with 1/2 tablespoon of milk or water.
Take out the pie crust from the fridge and put the cooked apple inside. Cover with another pie crust on the top. Brush with the egg wash.
Bake the pie for 1 hour in 180 degree celsius. Cover the edge with tin foil to prevent it burns.
Cool the apple pie in room temperate for a while after baking. Cut it into slice and serve.
______________________________________________________
SOCIAL MEDIA
Instagram:https://www.instagram.com/eatathomehk/
Facebook:https://www.facebook.com/eatathomehk/
Blog:http://www.eatathome.hk/
MY GEAR
影片拍攝 Filming:
Camera/ Sony α7RII
Lens/ Sony Zeiss FE 24-70 f/4
Tripod/ 190XPRO Aluminium 4-Section Camera Tripod
Editing / iMovie
相片拍攝 Photography:
Camera/ Nikon D700
Lens/ Nikon 105mm f/2.8 micro
背景音樂 Background Music:
“One” by @Sarah Kang Music on artlist.io
“Summer Is for Falling in Love - Instrumental Version” by @Sarah Kang Music on artlist.io
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cool down意思 在 Cynthia Chan Youtube 的最佳解答
麻糬曲奇 Mochi Cookies ?
不好意思~ 因為是用手機拍的,加上沒有儀器可以穩固手機,所以單手拍起來會比較震動??
Sorry ~ Since it was taken with my mobile phone, and there is no instrument to stabilize it so it will be more vibrating while recording with my left hand.
約16個曲奇份量 (around 16 cookies portion):
麻糬材料 Mochi ingredients
? 糯米粉 Glutinous Rice Flour 35g
? 粟粉 Corn Starch 15g
? 糖 Sugar 20g
? 牛奶 Milk 60g
? 植物油 Vegetable oil 5g
曲奇杯料 Cookies ingredients
? 無鹽牛油 Unsalted Butter 55g
? 糖 Sugar 35g
? 牛奶 Milk 22g
? 朱古力粉 Chocolate Powder 10g
? 朱古力粒 Chocolate Chips 20g (隨你喜歡 depend on you)
? 低筋麵粉 Cake Flour 110g
注意喔!曲奇要完全涼透後吃才會更煙韌啊~
If you want the cookies chewier, please cool down the cookies completely ~
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cool down意思 在 黑仔熊 Youtube 的最佳貼文
現在開始訂閱黑仔熊的頻道吧!! https://goo.gl/nXpYUS
2018的VLOG:https://goo.gl/8U7FRJ
2017以前的VLOG:https://goo.gl/ldgZAq
音樂來源:https://player.epidemicsound.com/
搜尋歌曲↓↓
JuiceBox - Dylan Sitts
Down In The Dirt (oomiee Remix) - Martin Carlberg feat. oomiee
想買票的可以參觀這裡 https://goo.gl/LdHLy1
我在留言補上部份錯誤資訊,謝謝各位觀眾提醒:
1.約14:00的地方我還是聲明一下,有許多人誤以為我計算的是日幣總計多少,換算成台幣多少
這完全是一場誤會,因為購票的部份有些是使用台幣購買的,所以真正的意思應該是
「我總共花了台幣約3700,還有花了日幣約16940」的意思
2.入場門票的部份在影片中說了台幣2909,這金額是已經包括了VIP入場的費用,所以入場門票差不多台幣2100左右
3.VIP入場實際上是「快速通關入園」的概念,並不是比較早開放入場,所以相較一般入園一大堆人進場,另外一條VIP入場快速了許多
4.VIP入場卷這是外國觀光客限定的票,不過目前是都會綁定「阿倍野展望台」一起販售,所以還要特別去阿倍野拿票
我使用設備 ↓↓
相機 CAMERA : Canon 77D
鏡頭 LENS : Canon EF-S 10-22 / f3.5-4.5 USM
麥克風 MICROPHONE : SHURE-VP83
腳架 Tripod : SIRUI 3T-35K + JOBY gorillapod slr zoom
運動攝影機 Action camera : Gopro Hero 6 Black
----------About this channel----------
實況內容經常爆粗口、糟糕語言,觀看者請多見諒。
有任何問題或希望我玩的遊戲,歡迎以留言或各種方式讓我知道喔!
另外也別忘了支持我們成立的小小團隊「PandaPantus」,除了我以外還有Neko嗚喵的各種合作喔!!
黑仔熊相關傳送門:
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重要聲明:實況中使用到的許多畫面、影像、音效、音樂等等版權皆屬原公司擁有。
Important Notice: used to living picture, video, sound, music are copyright to the original company has.
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