關於 there is no game free ，我們在網路上蒐集到這些相關的討論、資訊與評價

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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.

TYLER, THE CREATOR : BÔNG HỒNG ĐẦY GAI GÓC

Không mang màu sắc bí ẩn, không ngầu trong mắt mọi người như A$ap Rocky hay Travis Scott. Tyler, The Creator. Tyler, The Creator như một bông hồng đầy màu sắc. Một bông hồng khi nhìn vào ai cũng thấy được sự vui vẻ, tích cực. Một mảng màu sắc "riêng một góc trời" của Tyler, The Creator . Nhưng người ta thường nói "Bông hồng đẹp luôn là một bông hồng có gai" - Tyler, the Creator cũng vậy. Tyler gai góc như cái cách mà người nghe "Sởn cả da gà" khi mà nghe chất giọng của rappers này vậy. Mặc dù sở hữu bề ngoài của 1 boi hoa hòe hoa sói, nhưng các bạn nghe thử đi. Bông hoa này đụng vào là chảy máu đấy.

Không "phô trương" và "cường điệu" như nhiều người bây giờ. Các tên tiêu biểu có thể mang ra so sánh tại thời điểm hiện tại như Lil Nas X, Harry Styles, Lil Uzi Vert.. thì nom Tyler, The Creator hiền lành hơn nhiều. Tyler, The Creator màu mè - màu đen đứng cuối cùng trong danh sách những màu mà Tyler sẽ chọn để phối đồ đủ để thấy nam rapper này không yêu thích sự đơn điệu như thế nào. Tyler flex - flex dựa trên màu sắc tươi sáng của mình và phụ kiện của mình. Đó là gì?

Đó là những đôi Converse Chucks màu xanh lá, màu baby blue, màu xanh biển, màu đỏ. Đó là những món đồ trang sức tuy đơn giản nhưng vô cùng "Shining"/"Tỏa sáng" ( Nhẫn vàng nạm ngọc, vòng ngọc trai, vòng tay bằng nhựa có đính hạt), những chiếc túi Chanel - những phụ kiện Chanel sang trọng. Tyler, the creator là một hình tượng về một người nam nhân ăn mặc unisex nhưng không gây "Khó chịu" cho người nào quá khó tính. Móng tay của Tyler, The Creators cũng hay được sơn bởi màu. Các bạn biết màu gì không? Màu hồng, màu xanh kèm theo kim tuyến.

Mà nói về Converse, dù giờ đây có nhiều đôi Converse khiến các bạn quan tâm và yêu thích hơn. Nhưng nói về thời gian trước đó khi sân chơi sneaker này vẫn được điều khiển bởi Nike và adidas (Lúc Yeezy còn mạnh) thì Tyler, The Creator không ngoa là nhân vật làm thế giới quan tâm đến Converse nhiều hơn.

Converse - sau khi được Nike mua lại - tiếp tục sống tốt với các bản Chuck Taylor, 1970s basic - nhưng để “comeback to the game” bao gồm sneakers community và streetfashion - không ngoa nói rằng sự hợp tác với Tyler , là 1 bước đệm để Converse ngày càng được yêu thích bởi các fashionista và điểm mạnh cho sự thành công của Nike. (Mình đánh giá collab với Tyler thành công hơn với Off-white của Virgil). Series Golf le Fleur - đôi Converse được biết nhiều nhất với hình ảnh bông hoa “Flower” mềm mại là một điểm nhấn khiến cả thế giới biết tới Tyler nhiều hơn.

Tyler, The Creator hoạt động trong giới Underground đã lâu nhưng danh tiếng mới được biết nhiều vào năm 2011 - mixtape đầu tiên, Bastard được công bố. Và nhanh chóng - với flow độc đáo, lyric có phần giận dữ pha trộn sự hài hước, có tí “đồng bóng” nhưng lại cực kì thẳng thắn - Tyler, The Creator với album Flower Boy (Chàng trai Hoa Hoè :->) đã được đề cử Grammy 60 cho album Rap xuất sắc nhất.

Nhưng không chỉ dừng lại ở nhạc, Tyler, The Creator lại một “con quái vật” trong vườn hoa với tư tưởng thời trang cực kì tự do và thoáng đúng nghĩa đen. Điểm khởi đầu của Tyler được mang đậm tên của “ODD FUTURE” với tư cách là designer. ODD FUTURE WOLF GANG KILL THEM ALL, là 1 hiphop collective được thành lập tại Los Angeles, thành phố thiên thần, vào năm 2007 với các thành viên ban đầu là Tyler, Hodgy, Casey Veggies..sau này còn có Mike G, Frank Ocean.

Ban đầu, tại ODD FUTURE - Tyler đảm nhận việc thiết kế hầu hết là các bản Merch và socks. Sau đó, Tyler tiến thêm bước nữa trong việc từ designer qua đảm thêm việc sản xuất, bao gồm cả “Product line” - Golf Wang ra đời, một thương hiệu màu sắc - đi ngược lại với tone dark và black white thường thấy. Tư tưởng “Free and Fuck Everything” đã được Tyler thể hiện rõ trong các chia sẻ của mình

“ THE DIFFERENCE BETWEEN ME AND THESE NIGGAS IS THAT I MAKE WHAT I LIKE” - “ SỰ KHÁC BIỆT CỦA TAO VÀ NHỮNG KHỨA NIGGAS KHÁC LÀ TAO LÀM NHỮNG GÌ TAO THÍCH”

Thực sự là vậy, Golfwang là một thương hiệu thời trang khá mới mẻ và tập trung những gì mà 1 dân chơi đường phố mặc khi ra đường (esp Skater) tee, hoodie, jacket và cả stickers nữa. “There is no rules in art” - “Không có một luật lệ nào trong nghệ thuật” Tyler luôn vận dụng tốt điều đó - những bản vẽ tay, thiết kế của Tyler đều được gã điên apply lên sản phẩm của mình theo 1 cách nào đó.Golfwang, cất tiếng nói đầu tiên vào năm 2011 - khi Odd Future mở popup store đầu tiên tại LA và nó đã thực sự thành công khi người ta biết thêm về Tyler, The Creator và GW.

Với sức sáng tạo và không giống ai của mình, tách riêng dòng chảy xu hướng và “một ta một cõi” - Tyler đã lọt vào mắt xanh của nhiều nhà sản xuất, thương hiệu lớn (Bao gồm Vans, Converse..).
Đây là 1 câu nói rất chí của Tyler, The Creator mà mình cực kì thích - trong bài phỏng vấn với Vogue vào năm 2012:
Nguyên văn
“I JUST MAKE WHATEVER CLOTHES I WANT TO WEAR FOR THE NEXT FIVE MONTHS AND THEN RUN THAT. I DONT REALLY PUT DEEP, INTRICATE THOUGHT INTO IT - IT’S MORE LIKE A FEELING”

“ TAO CHỈ LÀM NHỮNG MÓN ĐỒ NÀO MÀ TAO MUỐN MẶC CHO 05 THÁNG SẮP TỚI VÀ YEAH, THỰC HIỆN NÓ. TAO CŨNG KHÔNG BAO GIỜ ĐẶT NHỮNG THỨ SUY NGHĨ DEEP , PHỨC TẠP LÊN TRÊN QUẦN ÁO - NÓ GIỐNG LÀ MỘT THỨ CẢM XÚC HƠN”.

Tyler như một kẻ lập dị - một kẻ ngoại lai trong thế giới âm nhạc và thời trang này. Nhưng như con tắc kè bông màu sắc có thể thay đổi nhưng vẫn luôn là bông hoa hồng và kẻ lập dị mà thành công sẽ thành hiện tượng. Igor, album thứ 5 của Tyler, The Creator đã nhận 1 đống giải thưởng và đề cử Grammy. Người ta luôn nhắc về Tyler, The Creator nhưng Tyler luôn giữ vững hình ảnh đầy thú vị của mình.

Tyler sử dụng những nét đặc trưng trong phong cách cá nhân của mình để tạo ra sự khác biệt, một vẻ đẹp rắn rỏi nhưng màu sắc và "trông" thật dịu dàng. Trong 1 xã hội toàn sad boi, sad girl dù sống trong nhung lụa - thích mặc những thứ quần áo với “NEGATIVE THO” in lên, một lối sống tiêu cực, buông thả thì câu nói của Tyler, The Creator như “punch everything” và mình thực sự thích câu nói này của Tyler.

Tyler - “Freedom’s icon” - Giống như âm nhạc của mình, Tyler cũng dùng chính thời trang và sức sáng tạo để truyền tải những thông điệp gây tranh cãi - nhưng lại quan trọng trong 1 thế giới còn đầy rẫy những sự kì thị và bất công. (VD như chiếc tee với logo Neo - Nazi cùng màu rainbow, tượng trưng cho LGBT) cùng cái nắm tay đồng giới nghi hoặc?!.

Sự thay đổi của xã hội, cùng như bùng lên của streetwear - đã là bước đà nhanh chóng cho GolfWang, cho Tyler thoả sức sáng tạo của mình với sự hậu thuẫn mạnh mẽ của các brands lớn, ngày càng nhiều GW fashion runways, shows.. Và một điều rằng là Tyler không có stylist hoặc trợ lý, Tyler thích làm gì là làm.

Tyler, The Creator là 1 ví dụ điển hình cho sự sáng tạo thuần khiết và 1 tư tưởng không bị tác động bởi môi trường bên ngoài. Cùng với âm nhạc - thời trang, Tyler, The “Lowkey” Creator vẫn đang tác động vào những người theo sau 1 cách chậm rãi như 1 con virus về sự tự do.

Ủng hộ cho Bi tại:

Paypal: https://www.paypal.me/triminhle0808

Banking account: Vietinbank
STK: 104005424124 - Chủ tài khoản: Lê Minh Trí.

momo: https://nhantien.momo.vn/triminhle

NieR's first mobile entry "NieR: Re[in]carnation" is holding a crossover with NieR Replicant ver.1.22474487139... in the English and Korean versions. In addition, we are celebrating 15 million downloads worldwide, alongside other events and campaigns as well! If you haven't started playing yet, download the app from the links below.

*Note: There are no featured characters or weapons in "15 Million Global Downloads Commemoration-Free Summons".

Download Links:
App Store: https://sqex.link/s69
Google Play: https://sqex.link/f4t

▼NieR Re[in]carnation Official Website
https://nierreincarnation.com/

▼NieR Re[in]carnation Official Twitter
https://twitter.com/NieRReinEN

【Game Information】
Title：NieR Re[in]carnation
Genre：Command Action RPG
Supported Platforms：iOS, Android

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#Twopee #FreeFirexTwopee #FFPlayNoGames
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Song Play No Games
Artist Twopee Southside
Lyrics by Twopee Southside
Arrange by KH
Produced by KH
Mix & Mastering by Ziki Bar
MV Directed by KHamkwan Duangmanee
Contact for Work : K.Kaew +6684-004-2828

Lyric " Play No Games "
ผมมองขึ่นไปบนฟากฟ้า และก็ถามตัวเองว่า ชีวิตที่เกิดมานั้นเราต้องการอะไร
ยังอยุ่ในเมืองนี้ daytime n night มีฝันยังคงต้องตามต่อไป
อีกไม่นานมันก็คงจะถึงวัน when the time is right
ตั้งแต่เด็กจนผมโต ต้อง hustle ไม่เคยพอ
ไม่รู้ว่า ยากแค่ไหน ลำบากเท่าไหร่ but i want it all
บอกตัวเองต่องก็สู้ไว้ ถ้ามีแรงก็ไปต่อ มึงไม่ต้องเอาชนะใคร
มึงแค่ชนะใจตัวเองก็พอ
Im gon ball ball To tha fall ทุกวัน hustle hard เหมือนวัดกัน Bar กันต่อ bar
พวกกูเริ่มมา จาก start Aim ไปที่ดวงดาว แล้วกู land on the mars
มึงอย่าถามกูเลยว่า how นั่นคือเรื่องราวของโชคชะตา
บอกกับตัวเองถ้าล้มต้องลุก yea you better look ทำให้เค้าต้องหยุดดู
No imit ใน atiitude man you gotta Push
ใครที่ไหนจะหยุดกู คนเราเกิดมาแค่ครั้งเดียว
one life to leave เว้ย ทำอย่างเดียว keep it move กูสู้ทุกวันเหมือนยังไม่มี deal ใช้รามกู kill เหมือนเป็น อาวุธ
มึงควร salute this hustle You knew this hustle
Just me and my crew we take it To another level
ไม่หันกลับ homie Do or die Keep my head up i can touch the sky

Hook
แหงนหน้ามองไปบนฟากฟ้า เมื่อไหร่จะเจอในสิ่งที่ตามหา
ความรัก เชื่อมั่น และ ศรัทธา บอกตัวเองวันนี้ต้องดีกว่าเมื่อวาน
อยากได่อะไรก็ทำเลย ทำด้วยตัวเอง ทุกเกมส์ทุกกูเลน aint play no games
ใจเย็น and stick stick stick to the plan
และนี่แหละคือวิธี , you can see how my life change
V2
โบกมือลา ความทรงจำ จากเมื่อวาน เพราะว่าวันนี้มันต้องดี ดีกว่า เมื่อวาน
อยากได้อะไรก็ตัองทำอย่ามันแต่นอนฝัน ลุกขึ้นมาถ้าอยากได้ มึงเองก็ต้องทำ
You loose and and winsome Smoke some มา drink กัน
กูบอก southside thaitay ว่ายังไง noway พวกกูไม่ทิ้งกัน
So high เหมือน วิมาน และกูยัง still in the same แต่มึงน่ะ
Keep change ไม่ต้องทอน
บอกตัวเองให้ใจเย็น แม้ข้างในมันร้อน เดินทางมาไกล ไม่ใช่มาเพื่อเล่น
gu get it done
กูทำงานหนักให้คนที่บ้านและคนข้างหลัง พวกมึงไม่รู้อะไรอะไร about that life
มึงไม่ต่องมาสอน
Go go get it Push it to the limit
นี่แหละขีวิตจริง ไม่มีหรอก lipsing
อยากได้กู make it โอกาส ต้อง take it
ทุกเข้ากู wake up Life so amazing
Hook
นับ 1234 This is how we roll
เริ่มมาจาก freeshow วันนึงกูปิด thunder dome
ได้ยินเสียงคนตะโกน สู้ Game นี่กู control อยุ่
Now What you gon do กู been there and done that
Put south on the map ละครเวที บังลังเมฆ
กู celebrate บัลลัง rap holla back I aint play no games
บอกเลยพวกกูกไม่เล่น
พวกมึง yapper ได้แต่เล็งๆ ติดอยุ่ตรงที่พวกมึงแม่งไม่แมน
100% yeah gu rappresent เหนื่อยจะเหงื่อกระเซน
I Do my thang ทุกๆเกมส์ที่กูเล่น พวกกู play no games