September postcards sent out today!
I was walking in Dublin and saw this cute little shop, they did their own postcards. I got all 4 versions they had, so this time you are going to receive different things.
And, when I was buying stamps in the post office, ALL of the stamp packages for international letter mailing were bought by me, and still 10 missing. So, apart from the different designs of the postcards, there will be 10 lucky patreons who will get to see that 10 stamps, ALL DIFFERENT, generated right out from the machine.
There’s a specific one got my attention. It is a ticket to THE Titanic (they made it into a stamp!). I put it on randomly at the end after signing all individual cards.
So, anyone who gets it please post it on IG, I will send you something special next month.
Cheers,
Chet in Dublin
www.patreon.com/chetlam
同時也有30部Youtube影片,追蹤數超過11萬的網紅Lukas Engström,也在其Youtube影片中提到,Do you want to see MORE videos like this one? Please consider joining my YouTube channel to get access to exclusive perks and also support me as all...
「i will be out of office」的推薦目錄:
- 關於i will be out of office 在 Facebook 的最佳解答
- 關於i will be out of office 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於i will be out of office 在 Facebook 的最佳貼文
- 關於i will be out of office 在 Lukas Engström Youtube 的最佳解答
- 關於i will be out of office 在 もちよ/ mochiyo Youtube 的精選貼文
- 關於i will be out of office 在 ASMR BlueKatie Youtube 的最佳解答
- 關於i will be out of office 在 [辦公室英文] 我不在辦公室I am out of office的各種寫法參考最進 ... 的評價
- 關於i will be out of office 在 How to Set Up Automatic Replies & Out of Office Messages in ... 的評價
i will be out of office 在 貓的成長美股異想世界 Facebook 的最佳貼文
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
i will be out of office 在 Facebook 的最佳貼文
Since I've been going back and forth between my home and office a lot, I thought my hair condition is the least of my worries. But because I would be working from home as well, I find myself constantly donning the hijab. As it turns out, it's been putting stress on my scalp and I've been experiencing hair fall 😲
Dove has been my go-to shampoo brand ever since I could remember and their new Dove Hair Boost Nourishment line came to me at the most perfect timing ✨ it's the first Calcium Micellar shampoo from Dove, with Calcium Micellar as their key ingredient. It helps to boost hair strength and I can see that it's reduced my hair fall by 10x! 🤍💙
I really love the lightweight formula as well, because I can feel it seeping into my hair and scalp better. Finally I can feel at ease, knowing that despite my busy schedules, my hair will stay in peak condition 💯 get yours today by shopping at the nearest @GuardianMY in-stores or online and let me know what you guys think ❤️
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i will be out of office 在 Lukas Engström Youtube 的最佳解答
Do you want to see MORE videos like this one?
Please consider joining my YouTube channel to get access to exclusive perks and also support me as all my income will go directly back into the channel: https://www.youtube.com/channel/UCJQ4cxWeJk2eM4vVRRC9cbg/join
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i will be out of office 在 もちよ/ mochiyo Youtube 的精選貼文
【モラトリアムコレクション 第2弾!】
「恋する事務員」
“Office girl in love”
texture : クリア(グミーグルーミックス)
飾り : ハサミチャームとハートビーズ
香り : ラフランス
サイズ : 200ml
価格 : 1500円
BASEショップやインスタグラムのURLはこちらから → https://linktr.ee/mochiyoslime
このスライムは6月6日日曜日の21時からの「モラトリアムコレクション」で、BASEにて販売します!
詳細は概要欄や今後公開される動画でご確認ください♪
0:00 〜 OP
0:30 〜 アイキャッチ
eye catching
0:31 〜 本編開始 (with BGM)
the beginning of the main part
1:13 〜 触り始め (end of BGM)
begin to touch
2:06 〜 容器から出す
take out of a container
2:11 〜 片手で触る
touch with one hand
2:30 〜 両手でガッツリ遊ぶ
play with both hands
6:41 〜 あたたたたたたいむ
mochiyo beam
6:45 〜 もこもこテクスチャーで遊ぶ
play with a fluffy texture
7:07 〜 もこもこにして容器に還元
fluff up and return to the container
7:09 〜 もこもこばちばち
fluffy & nice bubble pops
7:35〜 もこもこばちばち おすすめ!
fluffy & nice bubble pops
【日本語 Japanese】
事務作業に使うハサミと、恋する純情ハートも飾ります。
大人も青春できるんだと信じて青にしました。
ライトアップするとロマンチックに演出できます。
こちらは以前紹介したグミグルーを使ったパテ風スライムです。
グミグルーをメインにしてお気に入りのグルーを少しブレンドしました。
容器の中でつつくのが楽しいムニムニスライムです。
パテ風なので手離れ良好で、片手で遊びやすいです。
大きくてウェットなバブル音が鳴ってくれます。
ムニムニだけどタッピングも結構楽しいテクスチャーです。
美しいクリアスライムは、海みたいな色です。
真面目な事務員の女の子が純粋な恋をしてたら可愛いですよね。
……ってことだけを考えて作ったスライムです笑
昨日の動画はあんなに尖っていたのに、今日はオフィスラブに夢見てて情緒が迷子気味ですが、それでこそモラトリアム期の若者だと自分でゆうてます()
このスライムは空気が入ると冷えピタに見えてきます。
恋のお熱にすかさず冷えピタ!っつってね()
机にしっかり張り付くし、伸びも良好です。
空気を含むともちもちになってきます。
もちもちなのにこの子もすごくもこもこになるので、是非動画の最後の方までご覧ください!
概要欄にのせたチャプターも是非ご利用ください!
社会の歯車と同様に派手派手にしたくてホロを沢山入れたので、ホロが一粒か二粒くらい手に残る可能性があります。
そう、私の右手の人差し指みたいに……
アタタタタタタタァァッッ!!
もこもこ第一段階がきました。
この後すぐ、さらにもっこもこになります。
二倍以上に膨らんでくれました。
細かいバブル音やシュワシュワも楽しめます。
香りはほんのり甘いラフランスの香りです。
【英語 English】
Scissors used for office work.
Decorate a pure heart in love.
I made it blue because I believed that adults could also be young.
You can create a romantic effect by lighting it up.
This is a putty-style slime using gummy glue.
I used Gummy Glue as the main and blended a little of my favorite glue.
This is chewy slime, which is fun to pork in the container.
Easy to peel off from your hand and easy to play with one hand.
It makes a loud and wet bubble sound.
It's chewy, but it's a fun texture for tapping.
The color of beautiful clear slime is like the ocean.
It would be cute if a diligent office girl is falling pure love.
I made this slime just thinking about that lol
The theme of yesterday's video was so sharp,but today I'm dreaming about office love and I'm lost in emotions.
I think that is the youth of the Moratorium period.
This slime looks cooling gel sheet when it contains air.
Cooling gel sheet for the heat of love!
It sticks well to the desk and stretches well.
It becomes chewy with air.
Even though it's chewy, it's also very fluffy, so please watch this video until the end!
Please use the chapters listed in description!
I put in a lot of holograms to make it flashy, so, one or two holograms may remain in your hand.
Yes, like the index finger of my right hand ...
Hissatsu! Mochiyo Beam!!!!
This is the first stage of fluffy.
Immediately after this, it will become even more fluffy.
It swelled more than twice.
You can also enjoy fine bubble sounds and sizzle sounds.
The scent is a sweet La France scent.
〜*〜〜*〜〜*〜〜*〜〜*〜〜*〜
サブチャンネル【もちよの研究室】はコチラ!
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://www.youtube.com/channel/UCWmSQDBSNQTX6kpFm6lYLnw
Instagram, twitter, BASE shop, メルカリはこちら!
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://linktr.ee/mochiyoslimestore
スライムの提供についてはコチラ!
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://www.instagram.com/s/aGlnaGxpZ2h0OjE3ODQ4ODU4NzU3MDI2MzA3?igshid=1hr3jy34zfnpo&story_media_id=2286885986591781571
イヤフォンやヘッドフォンをして聴いて頂くとよりいい音で楽しめるかとおもいますので、是非に😎
また、画面右上のチョンチョンチョンのとこから画質を1080pに設定して動画を見ていただけると、高画質でお楽しみ頂けます💪💪
どうもこんびんは!
もちよすらいむです🧜🏻♀️
有名なスライマーさんのスライムのレビューや、自分で作ったスライムの動画などのASMRを中心に、いろいろなジャンルの動画を上げていきたいと思います!
太古の動画や、short ver.の動画、編集実況などは全てインスタグラムのアカウントの方にあります。インスタライブでスライムを触ったりもします。
興味を持ってくだされば、是非インスタアカウントのもチェックして頂きたいです☺️
↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓ ↓
https://www.instagram.com/mochiyoslime
*大学に通いつつ資格試験の勉強もしている学生の身ですので、更新が突然途絶える可能性があります🙇♀️
*慢性鼻炎でして、呼吸音が入ってしまうことがあります🤦♀️
また、机に爪がコツンと当たる音が入ってしまうことがあります。苦手な方は、ご視聴非推奨です🙇♀️
*自室にて、マイクを使って撮影してます!ですが、多少は「サーー」というホワイトノイズが入っています。また、稀ですが実家ぐらしなので家族の出す生活音が入ってしまう可能性があります。そういったものが苦手な方にも、ご視聴非推奨です🙇♀️
*動画を見てくださりありがとうございます💕そしてこの概要を最後まで読んでくださりありがとうございます💕
是非チャンネル登録をして、これからももちよの動画をお楽しみください💁♀️
〜*〜〜*〜〜*〜〜*〜〜*〜〜*〜
#もちよすらいむ #mochiyoslime #べらちゃんのslimeしばき部屋 #slime #asmr #asmrsounds #asmrslime #スライム #音フェチ #音フェチ動画 #音フェチスライム #clayslime #slayslime #butterslime #cloudcream #thickslime #thickie #thickieslime #fluffyslime #clearslime #slusheeslime #slushieslime #fishbowlslime #crunchyslime #slimejapan #スライムジャパン #sakuraslime #さくらスライム #aisu屋さん #tiaslime #slimeogproof #ogslimeproof #aobaslime #awesomeslimeproof #awesomeslime #slimefantasies #slimefantasiesproof
#rodemslime #rodemslimeproof #mooncottonslime #slimebyktmproof
i will be out of office 在 ASMR BlueKatie Youtube 的最佳解答
CHECK OUT THE JAPANESE SNACKS SUBSCRIPTION BOX SAKURACO FROM HERE: http://sakura.co/?rfsn=3004473.e95910
hellooo blue kitties katie here :3 today i wanted to do some eating sounds combined with mouth sounds and some tapping and scratching. i also revealed who won the give away!!! i will be contacting those who won so please keep your dm open :) hope you liked the video!! i hope you and your loved ones are safe&well and please know that each and every one of you are valid and important to this world. I love you very much! hope the best for you. have a good night??
どうも!けいです。今回は海外の方向けに日本の伝統お菓子をサブスク式で提供しているSakuracoさんのお菓子をもぐもぐしました。他にもマウスの音や囁き、スクラッチングやタッピングもあります☺♡プレゼント企画楽しんでもらえたらいいな。少しでもリラックスして貰えたら嬉しいです。ご視聴ありがとうございました!!リクエストなどあったら是非教えてね。高評価、チャンネル登録、通知、ツイッター&インスタフォローよろしくおねがいします^^励みになります!みんないつもありがとう おやすみ??
お知らせ】郵便局の私書箱を開きました!お手紙など大募集です?出来るだけお返しのお手紙も送ります?視聴者さんとは画面越しのみのお付き合いなので、このような形で日頃の感謝をお伝えできればなと思っています。お送り先は→ Postbus 359, 6700 AJ, Wageningen, The Netherlands です!?
[Notice] I opened the PO Box at the post office! I’d love to receive some letters etc.? I will send you a letter in return as much as possible ? Since I only interact with viewers through the screen, I would like to express my gratitude in this way.
Twitter→https://twitter.com/ASMRBluekatie
Instagram →https://www.instagram.com/asmrbluekatie/
Tiktok→ https://www.tiktok.com/@asmrbluekatie?lang=en
timestamp? Coming soon
Spotify限定でASMR子守唄など他、ASMR音源配信中!バックグラウンド再生可能です♪ STREAMING MY NEW ASMR LULLABY ALBUM!! ONLY ON SPOTIFY → https://open.spotify.com/artist/5ilBnMW62Nt42yIqSlbaJ7?si=tpQlblgVSweWb_wevxA35Q
ASMRアプリZOWAのダウンロードはこちらから→https://asmr.zowa.app/ ウェブ版⇒https://zowa.app/
The beautiful intro music was made by Benjamin Gray : https://www.youtube.com/channel/UCfLOaoziVaf6zoJB12HOZ7A !!!
Thank you :) Please help me put subtitles on my videos on Amara! x 字幕をつけてくださる方がいればAmaraでご協力よろしくおねがいします!⇒ shorturl.at/biryD
パトロンPatreon, Thank you so so much for the support!! 応援本当にありがとうございます!:https://www.patreon.com/ASMRBluekatie
子守唄/Lullabies ASMR・音フェチ Singing you to sleep https://www.youtube.com/playlist?list=PLTQjT2yvOmsWuWviuIXTkn996GMkUm4qa
音フェチ動画✨ASMR videos!! https://www.youtube.com/playlist?list=PLTQjT2yvOmsUtvrv1SFhOj7C9bGVnf6W1
English ASMR videos✨ https://www.youtube.com/playlist?list=PLTQjT2yvOmsUzmK3KVpb6qRFlxPJduxA8
Subscribe!
チャンネル登録よろしくです! https://www.youtube.com/c/ASMRBlueKatie
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