祝大家閱讀愉快. 周末愉快.
🌻
最近2-3周整理了11家公司的財報內容. 這些我都已經放在blog那邊. 有興趣的可以去看看(保持點神祕感, 就不特別寫出來是哪些公司了😉). Again, 因為時間跟體力有限, 我只針對一些公司做重點總結. 重要的地方我也已經劃線或是用中文翻譯. 如果看不懂英文的部分, 可以問我, 或是使用Google Translator.
(註: 我未必有投資這些公司; 就像之前說的, 看這些公司的財報, 可以幫我了解持股所在產業的趨勢, 還有世界的趨勢).
🌻"API經濟"概念股: Twilio (TWLO) (下面這段如果有錯誤的地方, 歡迎指正😅, 畢竟寫出來是拋磚引玉👏)
這次的疫情概念股之一Twilio, 從低點到目前, 漲了三倍. 您有沒有錯過呢?
之前不是很懂Twilio, 但連續看了幾家SaaS公司年報&財報後, 才發現它的價值在哪裡.
基本上, Twilio就是在它的平台上, 放了很多可以做app的工具, 然後讓程式開發者依照自己的需求, 用這些工具, 在各種介面, 做出千變萬化&且符合自己需求的app. 像這次的疫情, 因為有視訊, 線上購物, telemedicine, 網路銀行…的需求, Twilio的使用者就可以利用Twilio的平台, 做出這樣的app. 而程式設計者, 也可以透過Twilio的工具, 將各種應用軟體, 在不同的介面或是平台上接軌&整合.
而Flex是Twilio主要平台之一, 專攻客服需要用到的app (85%的客服中心仍然是就地佈署(on-premise)的狀態). 因為電商&數位化的發展, 這部分也會有很大的需求.
Anyway. 希望這樣的理解無誤…...Twilio這次的財報結果我也整理好&放到部落格那邊了.
From 分析師: “I understand your platform people are going to always find new ways to use the Twilio platform and that's I think a really exciting part of the story.”
From CEO:
“In many ways our platform approach allows us to be adapted very well to changing circumstances.”
“And I think we do continue to see opportunities that arise that have been maybe not created because of COVID but accelerated like greater macro trends that have been accelerated because of COVID that our opportunities for us to go address with future products.”
"SaaS经济从一个角度看也是API经济,对于参与者而言,在跟其他友商的集成程度非常重要。这一点在电子签名协议工具领域尤其如此,因为单纯的签名没有没意义,只有和业务办公财务等流程结合在一起才有价值。"
--->這也是Twilio一直在漲的原因
(文字來源: https://news.futunn.com/stock/13031433?src=2&user_id=112614)
🌻
今天盤後Farfetch(FTCH)公布財報了. 目前是上漲10%. 恭喜股東們!
上次寫的個股初步研究文在這裡:
https://makingsenseofusastocks.blogspot.com/2020/07/farfetchcom-ftch_29.html
🌻
對Insurance Technology(InsurTech)有興趣的讀者, 可以看看這份資料. 最近有家做InsurTech的公司Everquote(EVER)大跌, 但基本面看起來沒變. 有興趣的可以研究一下.
CBInsights Quarterly InsurTech Briefing Q4 2019
https://drive.google.com/file/d/18VATZabUa6V6CVtoOvFEsC8OKLQCfjh2/view?usp=sharing
🌻
對數位廣告有興趣的讀者, 可以看看這兩份資料.
Statista Digital Advertising Report June 2020
https://drive.google.com/file/d/10Lp1y0Bff5rGqfy6q9Wqr4VzXAAkeWoQ/view?usp=sharing
AdAge Leading National Advertisers 2020 Fact Pack
https://s3-prod.adage.com/s3fs-public/2020-07/lnafp_aa_20200713_locked.pdf
🌻
說出"內容才是王道(content is king)"的媒體大亨Sumner Redstone去世了....R.I.P.
https://www.worldjournal.com/7094639/article-%E5%9D%90%E6%93%81cbs%E3%80%81%E7%B6%AD%E5%BA%B7-%E5%AA%92%E9%AB%94%E5%A4%A7%E4%BA%A8%E7%91%9E%E6%96%AF%E6%9D%B1%E8%BE%AD%E4%B8%96%E4%BA%AB%E5%A3%BD97%E6%AD%B2/?ref=%E7%BE%8E%E5%9C%8B
Pictures: 小鎮運河風光+比基尼美女美背照; 運河邊的帆船; 停車場下方的壁畫(有著綠色的極光.....因為這邊看的到極光)
同時也有2部Youtube影片,追蹤數超過984的網紅the Candyman糖果人,也在其Youtube影片中提到,SONG: STAR WARS星際大戰 LYRICS: the Candyman糖果人 BEAT: PREMISE BEAT RECORDING: the Candyman Studio糖果人音樂工作室 記得開啟西班牙語字幕 remember to turn on the spanish subti...
「premise中文」的推薦目錄:
- 關於premise中文 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於premise中文 在 Eric's English Lounge Facebook 的最佳解答
- 關於premise中文 在 閃亮亮歷史天后 葉施平 Facebook 的精選貼文
- 關於premise中文 在 the Candyman糖果人 Youtube 的最讚貼文
- 關於premise中文 在 the Candyman糖果人 Youtube 的精選貼文
- 關於premise中文 在 Premise 合作人 的評價
- 關於premise中文 在 Assassin's Creed Revelations - The premise of the story 中文HD 的評價
premise中文 在 Eric's English Lounge Facebook 的最佳解答
[托福和雅思單字表+mp3] Business and Commerce
Audio file: https://www.dropbox.com/s/o6p57ufhkkpr66l/business%20and%20commerce.mp3
Desktop file: http://vocaroo.com/i/s1lrfdY58oh1
Use the audio file to improve your pronunciation of these words. The file can also be used as a simple listening and spelling test!
老師雖然每次在提供單字表時都會附上中文解釋(課堂上補充搭配的片語),但這只是方便學生更快知道這個單字最通用的意思,不代表是它最完整的涵義及用法。除此之外,有心的同學應該進一步使用其它工具查詢,最好是單字,配詞與句子一起背 (死背一個單字是無用的),再透過經常使用單字的方式,加強自己對單字的認知和應用。當然,你也可以利用老師或字典提供的單字音檔,進而增加自己對單字的辨識能力和發音!
學習單字的方式:
英文單字學習 I: https://www.dropbox.com/s/tq2ym9m3ihsbuy6/vocabI.pdf
英文單字學習 II: https://www.dropbox.com/s/eu51xclk7qxb211/vocabII.pdf
Free Online Dictionaries 免費線上字典和辭典: http://tinyurl.com/kzctz56
account (n.) 帳目;帳單;帳戶
accountable (adj.) 負責的
accountant (n.) 會計師
acquire (v.) 獲得
administrative (adj.) 行政的
advertising (n.) (總稱)廣告
agenda (n.) 議程
agreement (n.) 同意;協定
alternative (adj.) 可供選擇的事物、方式
announce (v.) 宣佈;宣告;公諸於眾
approach (n.) 方法
approval (n.) 贊成;同意
assess (v.) 評估(財產價值);評定
asset (n.) 有用的東西;優點;長處
assign (v.) 分配
attorney (n.) 律師
audit (n./v.) 審計
balance sheet (n.) 資產負債表
balance (n.) 餘額;差額
bankrupt (a.) 破產的;倒閉的
bankruptcy (n.) 破產
benchmark (n.) 基準;水準點;標準
bid (v.) 出價;投標;喊價
board (n.) 理事會;委員會;董事會
bond (n.) 債券
brainstorm (v.) 腦力激蕩,集思廣益
break a contract (v. phr.) 違約
breakthrough (n.) 突破;重大進展
bureaucracy (n.) 官撩主義
buyout/buy out (n./v.)買進全部產權;收購全部
capital (n.) 資本; 資金
carry out (v.) 執行;貫徹;
commerce (n.) 貿易
commercial (adj.) 商業化;商用的
commodity (n.) 商品;農產品
competitor (n.) 競爭者;對手
compromise (v) 妥協; 折衷;和解
concede (v.) 容忍;容許;讓步
conclusive (a.) 決定性的;勿庸置疑的
conference (n.) 會議;協商;討論會
conglomerate (n.) 企業集團
consensus (n.) 一致的意見;共識
consolidate (v.) 結合;合併;強化
consumer (n.) 消費者;顧客
contract (n.) 契約;合同
contractor (n.) 立契約人;承包商
contribute (v.) 貢獻
convention (n.) 慣例;常規;大會
converse (v.) 談話;交談
convince (v.) 使信服
corporate (adj.) 企業的; 團體的
corporation (n.) 公司
cost-effective (a.) 符合成本效益的
credibility (n.) 信譽
credible (adj.) 可信的;可靠的
credit (n.) 信用;信譽;功勞
criterion (n. / pl. = criteria) 規範;標準
currency (n.) 貨幣;流通;通用
cut down (v. phr.) 削減;縮短
dealer (n.) 商人;業者
debit card (n.) 存款戶持有的借方卡
debt (n.) 債;債務
decision making (phr.) 決策
decline (n.) 衰落;衰退 (v.) 下降
deductible (n./adj.) adj.=可抵扣/n.= (保險)扣除條款
deduction (n.) 扣除;扣除額
default (n.) 不履行, 違約, 拖欠
deficit (n.) 赤字;虧損額
demand (v.) 要求 (n.) 需求
demonstration (n.) 示範;實證
deposit (n.) 付押金;付保證金
devaluation (n.) 貶值
diplomacy (n.) 外交手腕;交際手段
discrepancy (n.) 差異;不同;不一致
dispute (n.) 爭端;爭執;糾紛;
dissuade (v.) 勸阻
due (a.) 應付的;到期的;該發生的
earnings (n.) 薪水;工資;收益
embezzle (v.) 盜用;挪用;侵佔(公款等)
employee (n.) 僱員
employer (n.) 雇主
endorse (v.) 背書;支持;贊同
enterprise (n.) 企業
entrepreneur (n.) 企業家;主辦人
estimate (v.) 估計;估價
evaluation (n.) 評價
exempt from (v. phr.) 被免除的;豁免的
expand (v.) 擴張;擴大
expenditure (n.) 消費;開銷
expense (n.) 消耗;消費
export (v.) 輸出;出口
finance (n.) 財政學;財政; 財源
firm (n.) 公司;商行
fiscal (a.) 財政的;會計的
fluctuation (n.) 波動;起伏;漲落
advertising (n.) (總稱)廣告
franchise (n.) 〔經營某公司商品或服務的〕特許經營權
forward (v.) 送到,轉號
franchise (n.) 經銷權;加盟權
free ride (n.) 搭便車
fund (n.) 基金;專款
gross (adj.) 總共的;全部的
haggle (v.) 討價還價
hedge fund (n.) 對沖基金(也稱避險基金或套利基金)
headquarter (n.) 總公司;總部;司令部
holding (n.) 土地;財產(常用複數)
import (v.) 輸入;進口
in exchange for (phr.) 換取
influential (adj.) 有影響
integrate (v.) 統合;整合
internship (n.) 實習
inventory (n.) 詳細目錄;清單;存貨
invoice (n.) 發票; 發貨清單
joint venture (n.) 合資投機活動; 企業
launch (v.) 開辦;展開;發起;開始
lease (v./n.) 租約, 租契, 租賃
long-range (a.) 長期的;遠程的
marketing (n.) 市場營銷
merge (v.) 合併;併吞
monopoly (n.) 壟斷;獨佔;專賣
negotiate (v.) 談判
obligation (n.) 義務
on behalf of (phr.) 代表
order (v.) 匯單;訂貨;訂單;匯票
organization (n.) 組織
outsourcing (n.) 外包
overdue (a.) 過期未付的
patent (n.) 專利 (v. =取得…的專利)
payment (n.) 支付;付款
pending (adj.) 未決定的;待決定的;
pension (n.) 養老金
persuade (v.) 說服;勸服
petition (n. / v.= petition for) 請願
phase (n.) 階段
postpone (v.) 延遲;延期
preliminary (a.) 初步的,開始的
premise (n.) 前提
procedure (n.) 程序
profit (n.) 利潤;收益;營利
propose (v.) 提議;建議
proposition (n.) 提案;建議;計畫
prospect (n.) 展望;期望
prospectus (n.) 計畫書;說明書
prosperity (n.) 繁榮;成功;興隆
purchase (v./n.) 購買
quota (n.) 定量;定額;配額
quote (v.) 報價
R&D (n.) 研發
reach consensus(phr.) 達成共識
real estate (n.) 房地產
receipt (n.) 收據
reconcile (v.) 調和;調解
remuneration (n.) 報酬;酬勞
rent (n.) 租金,租費 (v. ) 租用
retail (n.) 零售; (adj.) 零售的
return (v./n.) 回報
revenue (n.) 收益;歲入;稅收
rewarding (adj.) 獎勵的
rival (n.) 競爭者;對手;匹敵者
salary (n.) 薪資
scheme (n.) 設計;圖謀 (v.) 計畫
seminar (n.) 研討會;討論課;講習會
settlement (n.) 協議;支付
shareholder (n.) 股東
shipment (n.) 一批貨
skills and expertise (n.) 技能和專門知識
social security (n.) 社會保障
solution (n.) 解決方案
statement (n.) 聲明;陳述
stock (n.) 公債;證券;股票
stockbroker (n.) 證券和股票經紀人
strategy (n.) 戰略
subsidiary (n.) 子公司
supply (n.) 供應品;供應物;庫存
surplus (n.) 盈餘 (adj.) 過剩的量
tariff (n.) 關稅
tax (n.) 稅 (v.) 向……課稅
temp work (n.) 臨時工作
thrive (v.) 茂盛;興旺;繁榮
trade (n.) 貿易; 交易;商業 (v.) 交換;進行交易
trademark (n.) 注冊商標
undervalue (v.) 低估價值;看輕
voucher (n.) 保證人;憑證;折價券
warehouse (n.) 倉庫;貨價;大商店
withdraw (v.) 收回;取回;撤回;提款
yield (v.) 產生(效果,收益等)(n.) 產量;收穫量;收益
Related Words 相關詞彙:
Office 辦公室詞彙音檔: http://tinyurl.com/n584mo6
Business Idioms 1: http://tinyurl.com/lcjs5g7
Ancient Trade: http://tinyurl.com/m38ahxx
Complete List 完整托福和雅思單字表+mp3: http://tinyurl.com/lk3fglc
premise中文 在 閃亮亮歷史天后 葉施平 Facebook 的精選貼文
好巧 我另一個同學貼了中文版...........
「信耶穌不合科學。」一個哲學教授上課時說。
他頓了一頓,叫了一個新生站起來,說:「某某同學,你是基督徒嗎?」
...Continue Reading
Professor : You are a Christian, aren’t you, son ?
Student : Yes, sir.
Professor: So, you believe in GOD ?
Student : Absolutely, sir.
Professor : Is GOD good ?
Student : Sure.
Professor: Is GOD all powerful ?
Student : Yes.
Professor: My brother died of cancer even though he prayed to GOD to heal him. Most of us would attempt to help others who are ill. But GOD didn’t. How is this GOD good then? Hmm?
(Student was silent.)
Professor: You can’t answer, can you ? Let’s start again, young fella. Is GOD good?
Student : Yes.
Professor: Is satan good ?
Student : No.
Professor: Where does satan come from ?
Student : From … GOD …
Professor: That’s right. Tell me son, is there evil in this world?
Student : Yes.
Professor: Evil is everywhere, isn’t it ? And GOD did make everything. Correct?
Student :Yes
Professor: So who created evil ?
(Student did not answer.)
Professor: Is there sickness? Immorality? Hatred? Ugliness? All these terrible things exist in the world, don’t they?
Student : Yes, sir.
Professor: So, who created them ?
(Student had no answer.)
Professor: Science says you have 5 Senses you use to identify and observe the world around you. Tell me, son, have you ever seen GOD?
Student : No, sir.
Professor: Tell us if you have ever heard your GOD?
Student : No , sir.
Professor: Have you ever felt your GOD, tasted your GOD, smell your GOD? Have you ever had any sensory perception of GOD for that matter?
Student : No, sir. I’m afraid I haven’t.
Professor: Yet you still believe in Him?
Student : Yes.
Professor : According to Empirical, Testable, Demonstrable Protocol, Science says your GOD doesn’t exist. What do you say to that, son?
Student : Nothing. I only have my faith.
Professor: Yes, faith. And that is the problem Science has.
Student : Professor, is there such a thing as heat?
Professor: Yes.
Student : And is there such a thing as cold?
Professor: Yes.
Student : No, sir. There isn’t.
(The lecture theatre became very quiet with this turn of events.)
Student : Sir, you can have lots of heat, even more heat, superheat, mega heat, white heat, a little heat or no heat. But we don’t have anything called cold. We can hit 458 degrees below zero which is no heat, but we can’t go any further after that. There is no such thing as cold. Cold is only a word we use to describe the absence of heat. We cannot measure cold. Heat is energy. Cold is not the opposite of heat, sir, just the absence of it.
(There was pin-drop silence in the lecture theater.)
Student : What about darkness, Professor? Is there such a thing as darkness?
Professor: Yes. What is night if there isn’t darkness?
Student : You’re wrong again, sir. Darkness is the absence of something. You can have low light, normal light, bright light, flashing light. But if you have no light constantly, you have nothing and its called darkness, isn’t it? In reality, darkness isn’t. If it is, were you would be able to make darkness darker, wouldn’t you?
Professor: So what is the point you are making, young man ?
Student : Sir, my point is your philosophical premise is flawed.
Professor: Flawed ? Can you explain how?
Student : Sir, you are working on the premise of duality. You argue there is life and then there is death, a good GOD and a bad GOD. You are viewing the concept of GOD as something finite, something we can measure. Sir, Science can’t even explain a thought. It uses electricity and magnetism, but has never seen, much less fully understood either one. To view death as the opposite of life is to be ignorant of the fact that death cannot exist as a substantive thing.
Death is not the opposite of life: just the absence of it. Now tell me, Professor, do you teach your students that they evolved from a monkey?
Professor: If you are referring to the natural evolutionary process, yes, of course, I do.
Student : Have you ever observed evolution with your own eyes, sir?
(The Professor shook his head with a smile, beginning to realize where the argument was going.)
Student : Since no one has ever observed the process of evolution at work and cannot even prove that this process is an on-going endeavor. Are you not teaching your opinion, sir? Are you not a scientist but a preacher?
(The class was in uproar.)
Student : Is there anyone in the class who has ever seen the Professor’s brain?
(The class broke out into laughter. )
Student : Is there anyone here who has ever heard the Professor’s brain, felt it, touched or smelt it? No one appears to have done so. So, according to the established Rules of Empirical, Stable, Demonstrable Protocol, Science says that you have no brain, sir. With all due respect, sir, how do we then trust your lectures, sir?
(The room was silent. The Professor stared at the student, his face unfathomable.)
Professor: I guess you’ll have to take them on faith, son.
Student : That is it sir … Exactly ! The link between man & GOD is FAITH. That is all that keeps things alive and moving.
P.S.
I believe you have enjoyed the conversation. And if so, you’ll probably want your friends /colleagues to enjoy the same, won’t you?
Forward this to increase their knowledge … or FAITH.
By the way, that student was EINSTEIN
premise中文 在 the Candyman糖果人 Youtube 的最讚貼文
SONG: STAR WARS星際大戰
LYRICS: the Candyman糖果人
BEAT: PREMISE BEAT
RECORDING: the Candyman Studio糖果人音樂工作室
記得開啟西班牙語字幕 remember to turn on the spanish subtitles
詞:這個故事必須 回朔到小時代
每周六早上睡眼惺忪地起了床
爸爸不是在客廳放著古典樂
就放著經典的電影series
其中之一便是star wars
這時的我不禁被這霓虹的世界
震懾且深深捉住了心
從最老一代的星戰迷
傳接到中生代
相信有很多對都是父與子的存在
從darth maul背景詠唱帶來的感動
帶到埋下boba fett復仇心理伏筆
看到anakin to vador的process
再來是她兒子在沙漠中
燃起的new hope 但遲遲都會有帝國
虎視眈眈等著strike back
最後在眾父子的目睽睽之下
誕生最具傳奇性的父子重逢
better know me aha aha check it
May the force be with you, yeah
接續下來記得 剛上大一時後
Skywalker legacy的 續傳 正熱
許多老影迷一時 之間無法接受
但出了戲院之後 不免驚嘆金赫
首先是美的不能再美的Daisy
講得更確切的是深深被Rey所吸引
勇敢面對 所有未知的挑戰
積極正取 即使過去再灰暗
Gotta be sure you’re ready for this ah~
Be a chigga like me
be a star wars fan like me
I bet you also will like Chewie
從歷史當中 學習絕地武士精神
僅守紀律 也不允許大意
絕不輕言放棄 為了宇宙正義 一定要能夠 堅持下去
這個故事必須 回朔到小時代
每周六早上睡眼惺忪地起了床
爸爸不是在客廳放著古典樂
就放著經典的電影series
#饒舌 #嘻哈 #中國有嘻哈 #中國新說唱 #中國好聲音 #台灣嘻哈 #台灣饒舌 #饒舌歌手 #rap #rapper #hiphop #高爾宣 #中文饒舌 #中文嘻哈 #說唱 #mv #糖果人 #candyman #musicvideo #starwars #頑童 #星際大戰 #trap #jazz #music #video #lyricvideo #lyrics
premise中文 在 the Candyman糖果人 Youtube 的精選貼文
the 🍬 Candyman 糖果人 - Star Wars 星際大戰 (Demo Lyric Video 樣本唱片📼官方歌詞MV)
Beat & Video Reference from PREMISE On The BEAT:
https://www.youtube.com/watch?v=dUVaJGh1tTc&t=6s
#饒舌 #嘻哈 #中國有嘻哈 #中國新說唱 #中國好聲音 #台灣嘻哈 #台灣饒舌 #饒舌歌手 #rap #rapper #hiphop #nickthereal #diss #track #disstrack #mv #糖果人 #candyman #musicvideo #randb #blues #藍調 #爵士 #jazz #music #video #lyricvideo #lyrics #高爾宣 #中文饒舌 #中文嘻哈 #說唱 #mv #糖果人 #candyman #musicvideo #他們那些都帶不走 #頑童 #爵士 #jazz
premise中文 在 Assassin's Creed Revelations - The premise of the story 中文HD 的推薦與評價
[一切版權屬於Ubisoft] 刺客教條:啟示錄故事前提The premise of the story影片播放 ... ... <看更多>
premise中文 在 Premise 合作人 的推薦與評價
目前Premise 應用程式可在超過100 多個國家及35 種語言使用,用戶可直接於Google Play 商店和Apple App Store 下載。立即下載Premise 應用程式並加入Premise 合作人的大 ... ... <看更多>