關於 i am done with you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.

前外相聶偉敬就香港暴血局勢，緊急致函香港特首林鄭月娥。

於是，又到了學英文時間。

先留意上款：聶偉敬稱林鄭為 Dear Mrs Lam，而不是 Dear Carrie。

一般而言，即使是公文信來往，由於此信不涉公司團體，特別是林鄭是英國殖民主餵養大的「精英」，而此信也嘗試動之以情（假設收信人懂得這個字的話），因此上款應以筆書寫為 Dear Carrie，與下款的簽名一致。

但沒有。這是前宗主人開門見山對「港英餘孽」頗為不悅的含蓄暗示。

果然，開篇第一句：We are writing as a matter of utmost urgency， Urgency 還不夠，還要加Utmost ， 英式英文不重浮誇，益見嚴峻。

第二段更重複：We are gravely concerned。不得了。而且強調：Everything must be done to avoid such a tragedy，亦「你必須採取一切手段避免此等悲劇」，語氣與習近平或韓正下命令相同。如果你還記得鴉片戰爭，看到這一句，應該開始覺得不太舒服。

第三段核心所在：我們譴責少數（即大陸語言的「一小撮」）學生的暴力，「但」（but ) 我們相信，警方的行動，幾個星期以來令局勢火上加油升級。因果主次，一目了 然。

最後一段，豈止下令，簡直鞭撻。左一句 you have a duty，右一句 you have the authority。但如何解決？英國前主人為尊重「港人治港，高度自治」、尊重中國人民感情，並無詳細（亦即大陸說的「具體」）指示，只以一句 to seek a meaningful way forward （找尋一個能令局勢向前進的有意思的辦法）：你自己搞掂。

最後一段：全世界都在看着你，你自己好自為之。嘩，簡直是恐嚇了。

如果你是林鄭，這封英文信應該怎樣回覆？

勿忘記，任何回信，先要交北京批准，因此回信即使用英文寫，也要中央官員看得懂而拍板，因此我試代擬如下：

You hateful British Imperialist Malcolm Rifkind:

You listen. Stop interfering in we Chinese Hong Kong SAR internal affairs, otherwise we stop all the business contracts.

As Chief Executive, I don’t need you to point fingers and draw feet ( 指手劃腳）at me and talk three say four (說三道四）to our heroic police force.

You telling me to do the ‘everything must be done to avoid such a tragedy’ ?

You telling me? Yes actually I am doing. I saying to police to use real bullets. Yes, actually real real bullet indeed. You scare? This mean actually I doing everything, OK?

So, don’t bullshit with bullet. Ok?

Now if you send me more rubbish letter like this, I shall appeal to President to call back all Chinese student in Britain, so that all your universities and polytechnics will suffer more bad than being attacked by lethal poisoning tear gas and real bullet, and have to close down immediately because no more money, understand ?

Your disdainfully,

Carrie Lam.

而這張信紙上，最好用隱形墨水加一行：

P.S.
Dear Malcolm,
you know what my situation is like. Please keep my British citizenship and that of my family as I am in real shit. I’ll explain all to you one day, face to face.
Love.

Yours,
Carrie

前外相聶偉敬就香港暴血局勢，緊急致函香港特首林鄭月娥。

於是，又到了學英文時間。

先留意上款：聶偉敬稱林鄭為 Dear Mrs Lam，而不是 Dear Carrie。

一般而言，即使是公文信來往，由於此信不涉公司團體，特別是林鄭是英國殖民主餵養大的「精英」，而此信也嘗試動之以情（假設收信人懂得這個字的話），因此上款應以筆書寫為 Dear Carrie，與下款的簽名一致。

但沒有。這是前宗主人開門見山對「港英餘孽」頗為不悅的含蓄暗示。

果然，開篇第一句：We are writing as a matter of utmost urgency， Urgency 還不夠，還要加Utmost ， 英式英文不重浮誇，益見嚴峻。

第二段更重複：We are gravely concerned。不得了。而且強調：Everything must be done to avoid such a tragedy，亦「你必須採取一切手段避免此等悲劇」，語氣與習近平或韓正下命令相同。如果你還記得鴉片戰爭，看到這一句，應該開始覺得不太舒服。

第三段核心所在：我們譴責少數（即大陸語言的「一小撮」）學生的暴力，「但」（but ) 我們相信，警方的行動，幾個星期以來令局勢火上加油升級。因果主次，一目了 然。

最後一段，豈止下令，簡直鞭撻。左一句 you have a duty，右一句 you have the authority。但如何解決？英國前主人為尊重「港人治港，高度自治」、尊重中國人民感情，並無詳細（亦即大陸說的「具體」）指示，只以一句 to seek a meaningful way forward （找尋一個能令局勢向前進的有意思的辦法）：你自己搞掂。

最後一段：全世界都在看着你，你自己好自為之。嘩，簡直是恐嚇了。

如果你是林鄭，這封英文信應該怎樣回覆？

勿忘記，任何回信，先要交北京批准，因此回信即使用英文寫，也要中央官員看得懂而拍板，因此我試代擬如下：

You hateful British Imperialist Malcolm Rifkind:

You listen. Stop interfering in we Chinese Hong Kong SAR internal affairs, otherwise we stop all the business contracts.

As Chief Executive, I don’t need you to point fingers and draw feet ( 指手劃腳）at me and talk three say four (說三道四）to our heroic police force.

You telling me to do the ‘everything must be done to avoid such a tragedy’ ?

You telling me? Yes actually I am doing. I saying to police to use real bullets. Yes, actually real real bullet indeed. You scare? This mean actually I doing everything, OK?

So, don’t bullshit with bullet. Ok?

Now if you send me more rubbish letter like this, I shall appeal to President to call back all Chinese student in Britain, so that all your universities and polytechnics will suffer more bad than being attacked by lethal poisoning tear gas and real bullet, and have to close down immediately because no more money, understand ?

Your disdainfully,

Carrie Lam.

而這張信紙上，最好用隱形墨水加一行：

P.S.
Dear Malcolm,
you know what my situation is like. Please keep my British citizenship and that of my family as I am in real shit. I’ll explain all to you one day, face to face.
Love.

Yours,
Carrie

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【笑一下吧 Check more videos】
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🎥[COW杯]► https://pse.is/BV6V8
🎥[黑VLOG]► https://pse.is/BWFNG

腳本：
上個月我拍一集說 Last month I film this video 我錯了！ I was wrong! 恐慌不好,沒有錯 Panic is not good, true 但是 but 防疫不夠更糟糕！ Not enough prevention is worst! 糟糕到引發 Worst till the point to lead us to 西班牙末日！ The end of Spain! 世界末日 The end of the world 你準備好嗎 Are you ready? 還好，我已經有口罩 Okay, I already have masks 感謝我的朋友 Thanks to my friends 因為你們本來把口罩搶走 Because you took all masks away 搶光光 All of them  COW杯 cow-bei 看來 It seems 疫情很嚴重 The epidemic is serious 靠腰，陰屍路到了 It's "the walking dead " 在這部影片 In this video  我沒有辦法說這句話 I can not say this 因為YouTube 不會讓我賺錢喔 Because YouTube won't make me money 謝謝YouTube  Thanks to YouTube  COW杯 Cowbei 這次我要拍 This video  像一些人的 Like some guy's 比較短的影片 It's short 重點是 The point is 西班牙 Spain 我以前的國家 My previous country 輸給臺灣 Lose to taiwan 西班牙輸了 Spain lost 臺灣 Taiwan 幹得好 Well done  對，沒錯 Yes yes 親愛的朋友 My dear friends  西班牙很糟糕 Spain is bad 臺灣做得非常好 Taiwan is doing very well 我口乾有一點渴 My mouth is a little thirsty 爽 Cool 這個故事告訴我們什麼？ What did this story say? 在這樣 In  世界末日 The end of the world  的情況下 In this situation 恐慌 Panic 有幫助 Works 不要誤會啦 Don't get me wrong 我覺得恐慌是不好的 I think panic is bad 但是在這種情況下 But in this situation  如果你要選 If you need to choose 過度 Over  或是不足 Or insufficient 過度比較好 Over is better 什麼意思？ What dose that mean? 臺灣從一開始 Taiwan from the beginning 好熱 So hot 臺灣人就恐慌了 Taiwanese panic 搶口罩 Grab mask 引發我買不到 So me can't buy any 咳咳 (Coughing) 不是不是 No, no 是我暗示你們很cow杯 I hint you guys are very cow-bei 從一開始 At the first time  臺灣人一直在噴酒精 Taiwanese have been spraying alcohol 但是西班牙人 But the spanish 已經有很多人得病 Already many people got sick 還會去參加很多人的活動 And go to lot of people's events 引發連政治人物 Even politicians 都生病了 Are sick  都得了 They got it 不過西班牙人跟臺灣人 But the Spaniards and Taiwanese 有兩件事做得一模一樣 Two things are done exactly the same 一，政治人物用這個 First, politicians use this 來攻擊彼此 To attack each other 來互罵 Come scolding each other 都是蔡英文的假新聞 It's all fake news from Cai Yingwen 這個是國民黨扯後腿 This is the KMT pulling hind legs 對，西班牙更嚴重 Yes, Spain is worse  真的很cow杯 It's really bad 第二件事 Second 是在這個情況之下 Is in this situation 大家 People  愛 Love 搶衛生紙 Grabbing toilet paper 在臺灣 in Taiwan 民眾狂搶衛生紙 People fight for toilet paper 因為謠言指出 Because rumors point out 衛生紙與醫療口罩原料相同 Toilet paper is the same as medical mask 可能會影響衛生紙產量與價格 May affect tissue production and prices 歐伊系 Yummy 這個算是美食節目嗎？ Is this a food show? 趕快按讚啦 Hurry up and like 百萬YouTuber YouTuber with more than one Million subs 為什麼 why 大家 everyone 愛搶衛生紙？ Love fight for toilet paper? 有人可以幫我解釋嗎？ Can someone explain it for me? 沒有你、沒有你、沒有你 Without you, without you, without you 不能沒有你 Can't live without you 寶貝、寶貝！ Baby Baby! 這樣 is because 比較安全嗎？ Is it safer? 要不要這樣出門？ Should I to go out like this? 也不錯 Not bad 我要告訴你們一個秘密 I want to tell you a secret 今年的新希望 My new goal for this year was 是申請臺灣國籍 Apply for Taiwan nacionality 本來想要回去西班牙辦這件事 I wanted to go back to Spain to do this 現在我不知道什麼時候可以回去 Now i don't know when i can go back 但是有一件事 But one thing 很清楚 is very clear 無論如何 no matter how 我一定 I must 要變成臺灣人 To become Taiwanese 小英，妳聽到嗎？ Little Tsai, do you hear me? 拜託妳 Please 沒問題 no problem 哦給 OK 謝啦 Thanks 因為臺灣表現得很好 Because Taiwan is doing very well 我已經在做這件T恤 I am already making this t-shirt 你們可以告訴大家 You can tell everyone 臺灣安全 Taiwan is safe 你們不是從武漢來的 You are not from Wuhan 為臺灣驕傲 Proud of taiwan 這個就是 This is 靠，我愛台灣 的意思 The meaning of Damn I Love Taiwan 現在懂嗎？ Do you understand now? 不過，要繼續加油 But needs keep fighting 西班牙更加油 Spain need it even more 親愛的家人 Dear family 親愛的朋友 Dear friends 拜託 Please 保持安全 stay safe 不要出門 Don't go out 常常洗手 Wash hands often 吃健康 Eat healthy 多休息 Rest more 常常運動 Exercise often 這個是COW杯 This is Cowbei 我是黑素斯 I´m Jesus 掰 Bye 欸？靠T恤我忘記匯款 Eh? I forgot to do transfer for T-shirt 等我一下 wait for me 掰 bye 我一定 I must 要變成臺灣人 To become Taiwanese 黑素斯沒問題 Jesus, no problem

Ed Sheeran 的 Mashup終於完成了！呵呵..讓大家久等了不好意思^^~
再次恭喜IsAac Boo ，這首歌就送給你啦！希望你喜歡啦！
當然也謝謝大家那麼踴躍地參與這次的活動~
希望以後可以更多機會跟大家互動互動咯~

Finally done with Ed Sheeran's Mashup！ sorry for the delay hehe ~
This cover is specially for Isaac Boo, congratulations for winning this giveaway !! and I really hope you like it hahah ~
Once again thank you all for taking part in this giveaway ~
Really enjoyed interacting with you guys ~ Definitely more to come in the future!

Lyrics :

The club isn't the best place to find a lover
So the bar is where I go
Me and my friends at the table doing shots
Drinking fast and then we talk slow

And you come over and start up a conversation with just me
And trust me I'll give it a chance now
Take my hand, stop, put Van the Man on the jukebox
And then we start to dance

So honey now (you know i want your love)
Take me into your loving arms (boy lets not talk too much)
Kiss me under the light of a thousand stars ( ooh grab on my waist)
Place your head of my beating heart (although my heart is falling too )
Im thinking bout how

People fall in love in mysterious ways
Maybe just a touch of a hand
Well me I fall in love with you every single day
I just wana tell you I am

So baby now
Take me into you loving arms
Kiss me under the light of a thousand stars (ooh darling )
Place your head on my beating heart
Im thinking out loud

Maybe we found love right where we are

Music arrangement / Editing : Vivien Loh / eMMa
Video Editing : Vivien Loh
Videographer : Bella Chiu
......................................................................................................
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