關於 labor and delivery at home ，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.

There seem to be so many friends of mine and Brian that have either recently had babies, are soon to have babies, or will probably be expecting babies in the future. This is my plea to you:

There will be times your child will scream and cry any time you try to put him or her down. Or they'll cry even as they're in your arms and you've done everything you can possibly think of to get them to stop. There will be sleepless nights, multiple diaper changes in a matter of minutes, spit up in your hair, pee on your shirt, and poop in your hands, and again - so much screaming from the baby, and probably from you as well. Every time that happens, every time you feel frustrated and want to run away, please remember my story:

My sweet, sweet Eleanor Josephine was born sleeping September 11th. I went to bed the night of the 10th, and she was kicking away. I woke up, and she wasn't. I couldn't find the heartbeat on the home doppler. I knew. I just knew. I didn't want to know...I wanted to be mistaken, but I knew.

We went to Labor and Delivery immediately, praying the whole way there. They tried the doppler - nothing. Before they put the ultrasound wand on me, they ran the heartbeat monitor over my belly - nothing. My heart was sinking fast, and I remember thinking "This can't be happening...this is just a dream...this can't be happening...They'll find something on the ultrasound...just *something*." But these were feeble hopes, because again, I knew. I could tell they knew, too, but no one said anything until Brian (who was parking the car) got there. I could tell they were delaying, "Oh, the ultrasound machine sometimes takes a while to boot up." "I think there's something wrong with the wand...." Finally, Brian was there, they did the ultrasound, and there was silence as they all exchanged nervous glances. Finally one of them matter-of-factly said, "Hi Natalie, I'm Doctor ______ (I don't remember her name, but you don't want to know what I call her in my head). I'm sorry...there's nothing there." I keep having flashbacks to that moment. It's a crippling, all-consuming feeling of utter suffocation, and a memory that will haunt me for the rest of my life. In that moment, I felt trapped as if the ceiling was literally crashing down on top of me. I couldn't breathe, I lashed out, I screamed, I threw things, I threw up...and then a piece of me died with her. I was helpless to change anything. My body was supposed to keep her safe, and instead it killed her. I was 40 weeks and 6 days pregnant.

A couple of hours later, I was induced. They offered me an epidural, but I couldn't do it. I needed to own it. I needed the pain, the agony, and misery to mirror what I felt in my heart. It was the hardest thing I've ever done. Ever. Dealing with the unbearable contractions, the ring of fire, the tearing...knowing that all of it was for nothing. I was delivering a lifeless child. There would be no happiness at the end of it to help me forget the pain. The pain, unlike my baby girl, would live on forever.

Then finally, after those hellish few hours of labor, she was placed on my chest - gorgeous, but lifeless. There was no reason to expect that first little cry from her. Instead, it was me who sobbed. I begged her through my tears to wake up: "Please wake up, baby girl...please, wake up. Why won't you cry for mommy? Please, please, please....just wake up."

She was beautiful. She was perfect in every way. I love her so much, and the devastation I felt, and still feel, cannot even begin to be described. We got to spend 6 hours with her. We took hundreds of photos. A photographer from "Now I Lay Me Down to Sleep" came by and took even more. I bathed her, I brushed her hair, I held her, kissed her, and told her how much I loved her. And I apologized over and over again for failing her. Oh, how I failed my beautiful baby girl.

They offered to allow us to say the night, but I couldn't stay there any longer. I couldn't bear the thought of leaving my daughter, either, but I knew I was just prolonging the inevitable. As time went on, she was looking less and less like the flawless child that I brought into this world. I couldn't keep watching her deteriorate in my arms. I knew she couldn't feel any pain, but I was feeling it for her, and I had reached my breaking point. I wanted to die with her.

Around 11:30pm, we said our final goodbyes. As I stood over her and spent those last few minutes with her, blood was cascading down my legs and onto the floor. I didn't care - my womb was crying. Everything about me was crying. Watching them wheel her away broke me. My life ended then and there. They wheeled me out of the hospital and I screamed and sobbed the entire way.

Monday was the funeral, and we had to go through the whole thing again. Seeing her one last time (my legs gave out from under me at first sight), singing to her, touching her cold, lifeless face, telling her how much we loved her, and me, apologizing over and over again for not being able to protect her. It was a small, intimate ceremony - 9 people total. Immediate family only. We all took turns blessing her. And once again, we said our goodbyes.

Everyone gave my husband and I one last moment with her, just the three of us. And when we were done, he and I walked arm in arm down the aisle, as our family held the doors open for us as the end of the room. I flashed back to our wedding day as we walked down the aisle as husband and wife and the doors were held open for us. The memory was such a cruel juxtaposition to the current reality. Our wedding march was joyous. This was a nightmare, this was morbid, this was wrong. Everything about it was wrong. I can still see that tiny box draped in a white cloth that held her tiny body. I had to leave her there in that cold, empty room; all alone all over again. It's a nightmare that just won't end.

I say all that to say this: my womb, my heart, and my arms are empty. There are going to be so many of you who have babies who are going to cry every time you try to put him or her down. Or they'll cry for no reason even if you're holding them and you've fed them, burped them, changed them...everything. And inevitably you're going to cry too, because you will feel so helpless and so frustrated and so clueless, and you'll want to scream, "Why won't you stop crying?!" You're going to be exhausted and angry and fed up and all you're going to want in this world is just a little time to yourself so you can sleep or shower or or eat whatever. I know, because I've been there with my son. But I will never be there with my daughter. And I would give anything to suffer as only a mother (or father) can in those dark moments of parenthood with her, my dear Eleanor.

So please just remember, while you're awake at 3am because you have a baby in your arms keeping you up that late, I'm up at 3am because I don't. And I would give anything in this world to have a baby spitting up on me, being colicky for all hours of the day and night, screaming, not letting me put her down, cracking my nipples from breastfeeding, keeping me up all night. Instead, I still have a stitched nether region, painfully engorged breasts no baby will suckle from, a flabby stomach, an empty womb, and blood that will continue to pour out of me for who knows how many more weeks. As if her death and birth wasn't traumatic enough, I still have to live with the physical effects all these many days later.

All I ask of you is when you have your dark moments with your baby - when you're at your wits' end and feel like you can't go on anymore when you're only getting an hour or two of sleep a night - instead of begging your child to go to sleep and being swallowed up in your frustration and exhaustion, find the tiniest bit of strength within you to keep going, and say a prayer of gratitude for your child, as difficult as it may be in that moment. And if you would, say a prayer for me and all the mothers whose children were taken from them too soon. Say a prayer for my sweet, sweet Eleanor who never got to know life outside my womb.

Please. Do it for Eleanor. And do it for her mommy who loves her and misses her beyond measure.