關於 from farm to table意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

在高雄，令人心癢難耐的 #老派旅館神秘早餐 揭秘，只要入住 鶴宮寓 ho̍k house 就吃得到了，這裡也是我推薦朋友來高雄玩的住宿首選。

#雄好住

ho̍k staff's little Saturday journal

小週末日誌 vol.43

【 白 盒 子 裡 頭 的 早 餐 】

在日本，用餐結束的時候習慣合掌，說一句：ご馳走様でした。身為台灣人的我沒有這個習慣，但當地工作久了，也就胡里胡塗地照做了。ご馳走，指的是東奔西走的意思。除了吃完飯總說的這一句以外很少用到，我也從未想過這句話的真意。

擺在面前的盒子如同一本白色封面的書，書封貼著一張貼紙：招財進寶，還微微飄著冰凍過的寒氣。

鶴宮寓的早餐放在冰箱裡。我起得晚了，十點多餐廳只剩下我一人，和這個剛從冰箱裡拿出的白盒子。

輕啟盒蓋，小缽小杯排列盒中，正中央餐巾用麻繩綁起打了個結，像書卷似的頗具玩心。盒裡有吐司，奶油，奶酪，果醬，蛋糕，另外不知是否為我加菜，還有一碗水果優格。這些小點似的健康食物再配上一瓶放在試管瓶裡的豆漿。

一份出乎意料的早餐(因為官網訂房送的)，對於平日早餐只喝一杯咖啡的我，已過於豐盛。

原來餐巾捲成的書卷裡頭抱著餐具，湯匙與抺醬刀，我喜歡冰透了的抹醬刀沁涼的手感，炎熱的高雄什麼都是涼的好。

吐司當然要烤，烤得焦焦脆脆的，奶油放上去不一會兒就消融了，把果醬抹上，甜甜的原來是地瓜醬，一片腰果增添三種口感，酥脆、細緻與和果醬融合的滑嫰。一口接著一口，胃都醒來了，只想吃更多。

嚐一口奶酪，又嚐一口水果優格，奶酪不甜優格卻甜。優格裡頭的兩瓣橙子甜得好乾淨，像在白色的畫布只灑上兩片淡雅的澄黃。

我的胃袋每個早晨都經過咖啡洗禮當然無礙，但我確信這是最脆弱敏感的腸胃在一早也能服用的溫柔美味。

看似蛋糕的一片原來是英式司康，司康是種硬糕點，一般無味，適合沾蜂蜜楓糖等再搭咖啡食用。拆開包裝時司康的表面閃亮亮的，不知加了什麼。

我從吐司、奶酪、優格一路吃來的順序看來是對的了，嘴裡的香味漸進漸濃直到咬下一口司康，恰巧是板前壽司或法式餐點上餐的概念----開胃後讓敏銳的味覺集中於主菜之上。此時司康鹹鹹甜甜的，配上無糖豆漿剛好。

早餐盒中還附了一張紙，用簡潔的印刷字體寫明食材的各個產地，都來自於南部近郊的農田。敘述的語氣平淡地像是理所當然一般。關於這白色的盒子裡，四個小缽和兩樣主菜與一瓶豆漿。

料理不過就是各種食材的重製組合，有什麼難的。真是如此嗎？

我一邊吃著一邊想像各個小缽裡恰如其分的料理的來歷，地瓜果醬需要地瓜、腰果、也許一點糖，橙子優格需要優格、柑橙，而這個橙子看來是新鮮現切的，無糖豆漿需要黃豆，還需要一台磨豆機來磨…....

腦海浮現一個東奔西跑的身影。

為了晚起的一個住客與書本大的小盒裡頭的料理，某人奔走了許多地方將食材集合，再一一處理，切片，揉捏，磨碎，攪拌，包裝。眼前的一餐需要多少「馳走」呢？

四個小缽空了，吐司和司康也空了，就著瓶口把無糖豆漿喝完時我不自覺滿足地嘆了口氣。一盒令人難忘的手作早餐，一間令人印象深刻的旅館。

我合掌，默默地說了一句：ご馳走様でした。

In Japan when finishing a meal, we always say “gochisosama deshita,” which literally translates as “thanks for your going everywhere.” Although I’ve stayed in Japan for a long time, I never truly understand the meaning of it.

In front of me was a white box. Because I woke up late, I was the only one in the kitchen, with this white box, which was the breakfast Hok House prepared for me.

I opened the box. Inside were a number of small plates and containers. Toast, butter, jam, cake, a bowl of yogurt and a bottle of soy milk were delicately arranged—such big breakfast was something quite unexpected for a man who only drinks black coffee for breakfast every day.

I spread the butter on the toast and then some jam…except it wasn’t jam, but mashed sweet potatoes with cashews. And the yogurt wasn’t yogurt, but part of a tangerine yogurt salad. And the cake wasn’t cake, but a homemade scone.

There was a card in the box specifying the origins of each and every ingredient—they were all from the suburbs and had been taken good care of by dedicated farmers.

An image began to emerge in my head as if I could see a person who didn’t bother going here and there, trying to collect all the ingredients just to make one box of breakfast.

“Gochisosama deshita, ” I said, with respect.

by #ho̍kstaffJoey（客座）

#鶴早餐
#Joey是kiki時代的helper
#現任東京上班族
#剛結束南美洲的半年旅途
#南美日誌都在番薯在南美，喬伊也是
#僅此一刻
#ご馳走様でした

＃官網訂房送早餐 hokhouse.com
#參加去去高雄 x Akiko Maeda 節氣食旅 春日一服：farm to table cooking workshop住房享95折(限官網)

#Formosaboulevard #小週末日誌 ##ho̍kStaffLittleSaturdayJournal
#鶴宮寓ho̍khouse #高雄 #大港埔 #美麗島 #bnb
#全室IoT #全室washlet #全室軟水 #寵物友善
#Taiwantrip #KaohsiungTrip #FoodieTrip

190306

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二十年前沒想到好朋友Brenda未來會與老公Henry經營手工乳酪工作坊，那時候他們都還沒有在一起啦 哈哈！昨天在店裡吃他們乳酪真是讚不絕口，這算是我在台灣20年第一次吃到這麼好吃又這麼新鮮的cheese，當天早上擠出來的牛奶既然可以成為下午的起司，真是不可思議。這麼新鮮的cheese，我也覺得有點不好意思用來製作小時候最喜歡吃的焗烤通心粉 哈哈 （但自己還是覺得裡面的兩種cheese及上面的ricotta超好吃的～! Dida乳酪 Dida Creamery, I'm still amazed that my friend Brenda, who I've known for nearly 20 years, would one day be running a cheese business with her talented cheesemaster husband Henry! I never knew Taiwanese cows produce milk that can turn out such gorgeous cheese, and I was thoroughly impressed that it was made from cows milked that very morning. They've reduced the distance from farm to table to an impressive minimum.... doesn't get fresher than that ❤️ I was a little embarrassed to use it to bake a childhood fav -- mac'n cheese, but the two cheeses inside and the ricotta on top made it divine (if I may say so myself)!

在台灣站起