關於 travel closely ，我們在網路上蒐集到這些相關的討論、資訊與評價

*Home Away From Home*
❤️Save if you like it❤️

Finally, I am in Toronto. It’s been 9 days I am here. Isolating myself before I start meeting people. Though I was not asked to quarantine, but I am still trying to take as much precautions I can. Other than very early morning walk, I am restricting my movement until tomorrow! Then I will start my fall adventure. Eeeeeeeee I am super excited. BTW, this picture is from last summer, I don’t have such long hair anymore. 🙈

I travelled back home to be with my parents for a month only, and end up living with them for 9 months! No regrets! It’s a huge blessing that I could be with my parents during pandemic, and monitor them closely. I can totally understand the feeling of those who are living far away from their loved ones. Specially during this pandemic. So I thank my lucky stars that I could be with them for such long time. I hope and pray all of our family members and friends, who are living away from us, stay safe. Amen!

I am planning a trip for next month within Canada. How is your travel calendar looks like for the rest of the year?

🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.

這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html

(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).

關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.

分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".

分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.

🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.

Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.

產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.

Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."

🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"

"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。

但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"

"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。

投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"

https://on.wsj.com/3n6JznC

🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.

The path to profitability for many of these companies was to achieve massive scale, analysts said.

https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972

Pictures: 一葉知秋; from EarningsWhispers

【看到台史抗疫英雄 真面目🌟🌟】

魔法部 #JW部長 這兩天和 #台北醫學大學附設醫院 前往 #史瓦帝尼🇸🇿 對抗武漢肺炎的防疫英雄們相見歡

JW部長感謝此次北醫防疫團隊，在接到外交任務後
在短時間內立即出發，全體團員犧牲農曆春節年假
二話不說就整備啟程前往友邦史瓦帝尼
協助對抗 #武漢肺炎 疫情長達1個月
真的揪感心
也請J些 #台灣真英雄，向家人轉致外交部的感謝

台灣的防疫專家團臨危受命
忘記地球有多大
路程有多遠
立刻前往 #史瓦帝尼
在史國提供相關醫療協助的同時
也細心為防疫專責醫院人員劃規動線
優先協助當地醫護人員提升個人防疫知能
希望夥伴們先照顧好自己再來照顧別人

JW部長表示
J些工作在在展現台灣專業醫療技術和真摯的友誼
除了展現兩國同舟共濟的友愛精神
超令人感動外
也為台史醫療合作，帶來新的面向💞

北醫專家團也致贈JW部長
全體英雄團團員簽名留念的旗幟及活動相冊
以紀念這次外交防疫任務的成功

謝謝J些感心的禮物
歷史已經記得你們了
台史未來還有很多合作要繼續努力下去
大家拭目以待喔

📰魔法新聞稿｜https://reurl.cc/GdnD53
#TaiwanCanHelp
#TaiwanIsHelping

.
.
.
MOFA Minister Joseph Wu granted an audience to a team of #TaiwanHeroes from Taipei Medical University Hospital recently, to thank them for their work in fighting the #COVID19 pandemic in #Eswatini.

The hospital provided assistance for a delegation to travel for a month back in January to the #BeautifulKingdom to provide assistance in the treatment of patients, the management of front-line medical workers and in training medical staff in best practices.

Minister Wu lauded the delegation, stating that he was deeply moved by their willingness to give up the traditional Lunar New Year vacation and risk their lives to help others in need, calling them true heroes of Taiwan.

Taiwan will continue to work closely with Eswatini on #PandemicPrevention and to promote the welfare of the country’s people, particularly at a time when they are facing a second wave of infections.

The New !! single [你為了我撐把傘] Clink https://youtu.be/N2obn-C4-0Y
Lyrics : 想見你想見你想見你 Miss You 3000

當愛情遺落成遺跡
When love becomes relics,
用象形刻劃成回憶
write memories with pictogram,
想念幾個世紀
how many centuries of yearnings,
才是刻骨銘心？
could be worthy of the eternal love stories?

若能回到冰河時期
If we go back to ice age,
多想把你抱緊處理
I would hold you tightly.
你的笑多療癒
Your smile is the cure,
讓人生也甦醒
bring me back to life.

失去 你的風景 像座廢墟
Landscape without you becomes debris,
像失落文明
like a long lost civilization.
能否 一場奇蹟 一線生機
Is there a chance to witness the miracle,
能不能 有再一次 相遇
that I can see you again?

想見你 只想見你 未來過去
Missing you, desire to see you, from past to future,
我只想見你
I want to see you once more.
穿越了 千個萬個 時間線裡
Crossing thousands of timelines,
人海裡相依
Stay closely among crowds.
用盡了 邏輯心機 推理愛情
Exhaust all my abilities of logic thinking,
最難解的謎
to deduce the hardest mystery of love.
會不會 妳也 和我一樣
Maybe you are the same,
在等待一句 我願意
waiting for three magic words "Yes, I do".

任時光更迭了四季
Time pass by and seasons change,
任宇宙物換或星移
Stars transformed within interstellar,
永遠不退流行
What never go out-of-fashioned
是青澀的真心
Is the purest heart.

未來 先進科技 無法模擬
What future high-tech unable to simulate,
你擁抱暖意
is the temperature of your hug
如果 另個時空 另個身體
If we travel to another dimension with another avatar
能不能 換另一種 結局
can we change the ending?

想見你 只想見你 未來過去
Missing you, desire to see you, from past to future,
我只想見你
I only want to see you.
穿越了 千個萬個 時間線裡
Crossing thousands of timelines,
人海裡相依
Stay closely among crowds.
用盡了 邏輯心機 推理愛情
Exhaust all my abilities of logics
最難解的謎
to deduce the hardest mystery of love.
會不會 妳也 和我一樣
Maybe you are the same,
在等待一句 我願意
waiting for three magic words "Yes, I do"

想見你 每個朝夕
I want to see you day and night,
想見你 每個表情
I want to see all the facial expressions of you,
想穿越 每個平行
I want to go across every cross-universe,
在未來 和過去 緊緊相依
to stay with you in the past and future.
想follow 每則IG
I want to follow every IG,
不錯過 你的蹤跡
Never lose your trace.
會不會 你也一樣
Maybe you are the same,
等待著那句 我願意
waiting for the three magic words "Yes, I do".


Cr. Sub Thai : Xihuan ni

Fanpage : @Gail Sophicha Official
Instagram : @gailsophicha

想見我嗎?
{\__/}
( • - •)
/つ🍓 草莓要不要?
价格=1 like.


工作要約
yesok11332@gmail.com


──────────▲歌曲資訊▲──────────
翻唱: Sasa(夏星紗)
鋼琴改編/製作: Verde(王鴻哲)
影片版: https://youtu.be/M5epPwRyvOY

──────────▲ 歌 詞 ▲──────────
作詞：八三夭 阿璞
作曲：八三夭 阿璞

當愛情遺落成遺跡
When love becomes relics,
用象形刻劃成回憶
write memories with pictogram,
想念幾個世紀
how many centuries of yearnings,
才是刻骨銘心？
could be worthy of the eternal love stories?

若能回到冰河時期
If we go back to ice age,
多想把你抱緊處理
I would hold you tightly.
你的笑多療癒
Your smile is the cure,
讓人生也甦醒
bring me back to life.

失去 你的風景 像座廢墟
Landscape without you becomes debris,
像失落文明
like a long lost civilization.
能否 一場奇蹟 一線生機
Is there a chance to witness the miracle,
能不能 有再一次 相遇
that I can see you again?

想見你 只想見你 未來過去
Missing you, desire to see you, from past to future,
我只想見你
I want to see you once more.
穿越了 千個萬個 時間線裡
Crossing thousands of timelines,
人海裡相依
Stay closely among crowds.
用盡了 邏輯心機 推理愛情
Exhaust all my abilities of logic thinking,
最難解的謎
to deduce the hardest mystery of love.
會不會 妳也 和我一樣
Maybe you are the same,
在等待一句 我願意
waiting for three magic words "Yes, I do".

任時光更迭了四季
Time pass by and seasons change,
任宇宙物換或星移
Stars transformed within interstellar,
永遠不退流行
What never go out-of-fashioned
是青澀的真心
Is the purest heart.

未來 先進科技 無法模擬
What future high-tech unable to simulate,
你擁抱暖意
is the temperature of your hug
如果 另個時空 另個身體
If we travel to another dimension with another avatar
能不能 換另一種 結局
can we change the ending?

想見你 只想見你 未來過去
Missing you, desire to see you, from past to future,
我只想見你
I only want to see you.
穿越了 千個萬個 時間線裡
Crossing thousands of timelines,
人海裡相依
Stay closely among crowds.
用盡了 邏輯心機 推理愛情
Exhaust all my abilities of logics
最難解的謎
to deduce the hardest mystery of love.
會不會 妳也 和我一樣
Maybe you are the same,
在等待一句 我願意
waiting for three magic words "Yes, I do"

想見你 每個朝夕
I want to see you day and night,
想見你 每個表情
I want to see all the facial expressions of you,
想穿越 每個平行
I want to go across every cross-universe,
在未來 和過去 緊緊相依
to stay with you in the past and future.
想follow 每則IG
I want to follow every IG,
不錯過 你的蹤跡
Never lose your trace.
會不會 你也一樣
Maybe you are the same,
等待著那句 我願意
waiting for the three magic words "Yes, I do".


──────────▲網站資訊▲──────────
★您的訂閱將是我們持續下去最大的支持和動力唷!★


Sasa(夏星紗) FB/IG:
https://www.facebook.com/sasa433/
https://www.instagram.com/sasa_shia/
Youtube訂閱
https://www.youtube.com/user/yesok11332

V.S.T MUSIC相關網站:
https://verde1690402.pixnet.net/blog
https://www.facebook.com/vstmusicwork/
Blog
https://verde1690402.pixnet.net/blog
Facebook
https://www.facebook.com/vstmusicwork/
YouTube
https://www.youtube.com/channel/UC29i...



──────────▲聯絡資訊▲──────────
￭若有希望客製化音樂的部分可再來信聯絡
￭有任何建議或是想法也可以唷!
Email:
[email protected]

#831
#想見妳
#八三么

◼演唱：小橘
◼合音：雅諠
◼編曲/混音/錄音：柏凱
◼攝影：昭文
◼剪輯：昭文
◼封面設計：柏凱
◼手寫字：羽彤
◼手寫編輯：譽丞
◼器材協力：彩色鳥攝影器材出租.蕭羿
#想見你想見你想見你 Miss You 3000 #八三夭 831 #橘子留聲機OrangePhonograph
◼想見你想見你想見你 Miss You 3000-八三夭 831
詞/曲:八三夭 阿璞

當愛情遺落成遺跡
When love becomes relics,
用象形刻劃成回憶
write memories with pictogram,
想念幾個世紀
how many centuries of yearnings,
才是刻骨銘心？
could be worthy of the eternal love stories?

若能回到冰河時期
If we go back to ice age,
多想把你抱緊處理
I would hold you tightly.
你的笑多療癒
Your smile is the cure,
讓人生也甦醒
bring me back to life.

失去 你的風景 像座廢墟
Landscape without you becomes debris,
像失落文明
like a long lost civilization.
能否 一場奇蹟 一線生機
Is there a chance to witness the miracle,
能不能 有再一次 相遇
that I can see you again?

想見你 只想見你 未來過去
Missing you, desire to see you, from past to future,
我只想見你
I want to see you once more.
穿越了 千個萬個 時間線裡
Crossing thousands of timelines,
人海裡相依
Stay closely among crowds.
用盡了 邏輯心機 推理愛情
Exhaust all my abilities of logic thinking,
最難解的謎
to deduce the hardest mystery of love.
會不會 妳也 和我一樣
Maybe you are the same,
在等待一句 我願意
waiting for three magic words "Yes, I do".

任時光更迭了四季
Time pass by and seasons change,
任宇宙物換或星移
Stars transformed within interstellar,
永遠不退流行
What never go out-of-fashioned
是青澀的真心
Is the purest heart.

未來 先進科技 無法模擬
What future high-tech unable to simulate,
你擁抱暖意
is the temperature of your hug
如果 另個時空 另個身體
If we travel to another dimension with another avatar
能不能 換另一種 結局
can we change the ending?

想見你 只想見你 未來過去
Missing you, desire to see you, from past to future,
我只想見你
I only want to see you.
穿越了 千個萬個 時間線裡
Crossing thousands of timelines,
人海裡相依
Stay closely among crowds.
用盡了 邏輯心機 推理愛情
Exhaust all my abilities of logics
最難解的謎
to deduce the hardest mystery of love.
會不會 妳也 和我一樣
Maybe you are the same,
在等待一句 我願意
waiting for three magic words "Yes, I do"

想見你 每個朝夕
I want to see you day and night,
想見你 每個表情
I want to see all the facial expressions of you,
想穿越 每個平行
I want to go across every cross-universe,
在未來 和過去 緊緊相依
to stay with you in the past and future.
想follow 每則IG
I want to follow every IG,
不錯過 你的蹤跡
Never lose your trace.
會不會 你也一樣
Maybe you are the same,
等待著那句 我願意
waiting for the three magic words "Yes, I do".


Instagram:
☞橘子：mkkk.429
☞Johnson：1magic_johnson
☞柏凱：hbk__1121
☞凱文：kevin00_____
☞姚翰：_singledoggg


🔍FB粉專:https://www.facebook.com/orangemusicisus
📧合作邀約：orangephonograph@gmail.com