🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/01/blog-post_21.html
🌻做個股投資, 看甚麼樣的資訊是最重要的呢? 財報季節到了, 來聽聽財富已自由的名嘴怎麼說, 以跟他學習:
A formal, productive, and rigorous way to research stocks? From已財富自由的電視財經名嘴
https://makingsenseofusastocks.blogspot.com/2021/01/a-formal-productive-and-rigorous-way-to.html
🌻這期的Fortune(財富)雜誌有篇介紹去年度最佳商務人士, 由Elon Musk奪魁. 他的領導方式是甚麼呢? 請看下面的截圖.
1. 永遠不從現狀來做創新做突破(他最著名的就是first principles概念)
2. 雇用聰明絕頂的人, 然後給他們挑戰, 讓他們發光
3. 了解顧客的問題在哪
4. 注重禮貌
截圖來源: https://fortune.com/longform/elon-musk-ceo-tesla-spacex-2020-businessperson-of-the-year/
🌻我很喜歡寫東西. 寫東西能夠幫我整理思緒. 剛巧看到Bill Gates也是這樣的想法:
Adult life is so easy to fill up with activities. The ability to step back and read deeply or write up thoughts is largely missing. And so I work hard on my schedule to make sure I'm not filling it up with too many things. It's been a little bit easier with no travel this year. So I think of myself as a student where I need almost like a reading period to consolidate my knowledge. Its was particularly challenging when I was CEO of Microsoft. Eventually, I got to two weeks a year that I was setting aside. Since I retired from Microsoft in 2008, I don't have to do it necessarily as one block, a week at a time, but I do set aside lots of days, and then I say, "Did I write the memo that I intended to write?" The act of writing--when you try to explain it to someone else--is where you really are forced to think things through and not be sloppy in your thinking. (來源: Fortune雜誌)
🌻最近看了兩齣AppleTV+的戲, 都挺推薦:
1. Dickenson (講美國詩人Emily Dickenson的故事). 我一開始看很不習慣, 因為是拍給年輕人看的, 手法不太一樣, 但也挺新奇.
2. The Morning Show. 內容張力很強, 裡面很多資深演員, 看他們飆戲很過癮, 但有紙牌屋那種黑暗算計, 也會讓人掉淚. 得過不少金球獎獎項. 上個周末一次拚完, 很欲罷不能. Overall還不錯, 講很多關於人性的事情, 也讓我去思考一些價值觀與道德的問題.
這劇其實是在講#metoo事件. 跟Amazon Prime的Bombshell是一樣的題材(一樣好看).
Have a nice weekend.
圖片來源: Fortune; AppleTV+官網; https://appleosophy.com/2020/01/22/apple-tvs-dickinson-finishes-filming-for-season-2/
同時也有27部Youtube影片,追蹤數超過5萬的網紅【TOEIC対策】猛牛ちゃんねる,也在其Youtube影片中提到,今回は【putを含む句動詞】について解説しました。 【レベル感補足】 個人的には… put on - 470 put off - 600 put away - 600 put back - 600 put together - 730 put aside -860 ですが、イメージさえできればスコ...
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aside html 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻好文分享
現在科技股, 尤其是尖牙股(FAANG), 飆得讓人怕怕. 尤其今天盤後公布財報的Microsoft(MSFT), 還有上週公佈財報的Netflix(NFLX), 在盤後都跌了一下.
該怎麼辦呢? 這段話覺得挺好. 供參:
“ Many active investors justify the valuations of technology giants by using huge revenue trajectories over decade-plus timelines and focusing on the cost and competitive benefits of achieving dominant scale. This low interest rate environment further helps them defend premium valuations. I think your investment philosophy will dictate your comfort with that approach. Philosophical differences aside, I believe investors in those companies fail to recognize that the widespread popularity of these stocks may undermine the long-term success of the investments. Most alpha (return above a benchmark) from information technology stocks comes from multiple re-rating. An already well-liked stock has little room for an upward rerating, but plenty of downside risk if the company disappoints. Widely favored stocks carry with them substantial mis-execution risk that investors often overlook.”
文字來源:
https://www.causewaycap.com/insight/value-opportunities-in-technology/
(這整篇文章我納入我的blog, 也劃了重點. 值得一看. 連結在下. 也有提到怎麼從這次的疫情中尋找投資機會. 若有地方看不懂, 可以使用google translator, 或是問我.)
https://makingsenseofusastocks.blogspot.com/2020/07/a-value-investor-uncovers-opportunities.html
🌻投資idea
今天盤後Chipotle(CMG)發表財報了. 新聞連結:
https://www.cnbc.com/2020/07/22/chipotle-mexican-grill-cmg-q2-2020-earnings.html
App排名很前面的餐飲業可以研究(連結如下). 之前經過一家速食店, 有至少一個多小時, 外送的車道都很長. Lockdown每天煮飯真的是會瘋掉.
See the top 50 most popular iPhone food & drink mobile apps in Apple App Store in United States based on App Store ranking.
https://www.similarweb.com/apps/top/apple/store-rank/us/food-and-drink/top-free/iphone/
🌻投資idea
折扣零售店的新聞最近常常看到. Ollie Bargain Outlets (OLLI)
這家可以研究. 之前CEO在Thanksgiving突然去世, 換了CEO, 而之前公司也因為拓展太快, 出了點問題. 不過這些都不是大問題. 但要確定高層是否言行一致. 提供一新聞連結給您做研究的起頭:
https://finance.yahoo.com/news/ollies-bargain-issues-q2-view-114711935.html
另一家可研究的折扣零售店是Dollar General (DG).
🌻未來投資idea
記得從書上看過, ARM Holdings是一家很好的公司(希望還是沒變). 到時候若真的上市, 可研究/投資:
彌補願景基金虧損!軟銀打算賣掉ARM,或在明年內上市:
https://www.bnext.com.tw/article/58461/arm-softbank-vision-fund-ipo
🌻婚姻. 友情.
昨天Snap發表財報了. 每次聽到這家公司, 都忍不住想起了CEO漂亮的太太Miranda Kerr(米蘭達凱爾).
當股友說, 這次CEO的發言讓他有點改觀, 我在想, 是不是Miranda有幫夫運呢?
她跟前夫Orlando Bloom離婚的原因? ‘We weren’t bringing out the best in each other(我們沒有讓對方變的更好)’. 所以可能她幫Snap CEO激發了潛能?
-->所以夫妻間真的要互相幫忙成長. 朋友間也是如此. 您認為呢?
https://www.marieclaire.co.uk/entertainment/people/miranda-kerr-orlando-bloom-divorce-535651
Picture出處:
https://www.msn.com/en-au/entertainment/other/evan-spiegel-admires-how-wife-miranda-kerr-co-parents-with-ex-orlando-bloom/ar-BB16Kefi
aside html 在 豌豆老公主與歪嘴雞の 小資退休生活 Facebook 的精選貼文
遊輪公司如果想得到美國政府紓困必須更改註冊地為美國,但稅金應該是各個郵輪公司之前選擇註冊地點最大的考量......拜託千萬不要倒啊~
https://news.yahoo.com/amphtml/trump-encourages-cruise-lines-want-stimulus-money-register-232957251.html
aside html 在 【TOEIC対策】猛牛ちゃんねる Youtube 的最佳解答
今回は【putを含む句動詞】について解説しました。
【レベル感補足】
個人的には…
put on - 470
put off - 600
put away - 600
put back - 600
put together - 730
put aside -860
ですが、イメージさえできればスコア関係なく覚えられるかなと思いました。
☆★☆★☆★☆★☆★☆★☆★
猛牛先生がnoteを始めました🐮
https://note.com/jetbull990
☆★☆★☆★☆★☆★☆★☆★
【猛牛ちゃんねるの動画シリーズが書籍化されました!】
「TOEIC L&Rテスト 猛牛の文法問題」
https://amzn.to/2n69FtY
※Amazonリンクはアソシエイトリンクを使用しています。
【TOEIC学習者向けおススメ再生リスト】
「TOEIC L&R 600 PART5 講座」
https://www.youtube.com/watch?v=KBrEQltPi8A&list=PLq9_9-zSaIhNFmAG0OvMc2tszmtJE3X-_
「TOEIC L&R 600 PART3 攻略講座」
https://www.youtube.com/watch?v=U3PFkNnLxOk&list=PLq9_9-zSaIhMldQrcTkt6XmvI-RW_7olc
「TOEIC英単語PART1頻出80単語」
https://www.youtube.com/watch?v=tRvusCKwRbw&list=PLq9_9-zSaIhP6pj6ildWNuG9Hd2tsscDH
【Jet Bullについて】
・猛牛ちゃんねるの動画制作者
・TOEIC満点取得回数は60回以上
・TOEICは毎回受験
↓ツイッター
https://twitter.com/JetBull990
↓ブログ「TOEIC満点Jet Bullの英語学習ブログ」
http://manabuenglish981.blog.fc2.com/
【使用させて頂いているBGM】
GT-K様「Into the Light」https://dova-s.jp/bgm/play2483.html
無料音声素材サイトの「効果音ラボ」https://soundeffect-lab.info/
#レベル感の補足は動画概要欄 #TOEIC #英語学習
aside html 在 Hinoki-Cat Youtube 的最佳貼文
娘が貯めたお小遣いで買った「すみっコぐらし」の消しゴムを開封するときの出来事です^^
我先に入ろうとする秀吉がかわいいです♬
満足そうな二人でした。。。
この動画のブログ⇒https://ameblo.jp/hinoki-yuoke/entry-12397539637.html
#秀吉
#娘
#ひのき猫
#すみっコぐらし
#ねこ
#
aside html 在 ochikeron Youtube 的最讚貼文
♥My COOKBOOK available WORLDWIDE レシピ本もよろしくね♥
https://www.amazon.com/dp/4046014822/
http://www.amazon.co.jp/gp/product/4046014822/ref=as_li_ss_tl?ie=UTF8&camp=247&creative=7399&creativeASIN=4046014822&linkCode=as2&tag=shopping072-22
Amazon Japan may be Cheaper ($10 plus shipping fee).
How to Order My Cookbook from Amazon Japan:
https://www.youtube.com/watch?v=mWsrMmA7AnI
Old version is unlisted since it has a copyright issue.
過去にアップしたものは著作権の都合上限定公開になっているので編集し直しました。
https://www.youtube.com/watch?v=Y8kS3zj-BxY
Osechi-Ryori is traditional Japanese New Year's food eaten during the first three days of the New Year. Each dishes that make up Osechi-Ryori has a special meaning celebrating the New Year (such as good health, fertility, good harvest, happiness, long life, etc...) and those dishes can last for a couple of days in the refrigerator or at cool room temperature in winter. Usually, they are served in Jyubako (重箱: three-tiered bento boxes). In the first tier, we serve colorful festive dishes such as shrimp, black beans, sweet chestnuts, etc... In the second tier we serve Sunomono (pickled dishes) and Yakimono (grilled dishes). And in the third tier, we serve Nimono (simmered dish) called Nishime (simmered Japanese vegetables).
Traditionally, we spend few days to prepare Osechi-Ryori but I always spend few hours to complete mine. I use ready-made dishes for sweet dishes since my darling doesn't eat a lot. I put more effort into cooking the savory dishes.
So, this is my darling's favorite Nishime recipe for the third tier :) I use frozen Japanese vegetables to save time and money. I came up with this idea when I lived in New York, where you can not find ingredients easily. I hope you can make it in your country in this way.
For the seasoning, I used Yamasa's Konbu Tsuyu (3 times concentrated Konbu kelp seaweed soup stock) which is tasty and convenient. I'm sure it is available overseas at Asian grocery stores or online.
Yamasa Konbu Tsuyu ヤマサ 昆布つゆ
3 times concentrated Konbu kelp seaweed soup stock
http://astore.amazon.co.jp/shopping072-22/detail/B00Z607H6Y
http://www.yamasa.com/konbutsuyu/product/index.html
In the end of the video, I will show you my Osechi-Ryori from past years! Don't miss them!
---------------------------------
Easy Nishime (Simmered Japanese Vegetables)
Difficulty: Easy
Time: 1hour
Number of servings: 5
Necessary Equipment:
1 large deep pot
1 medium pot
1 small pot
1 Otoshi But a (drop-lid - you can also use aluminum foil)
Ingredients:
1 large chicken thigh
250g (8.8oz.) Konnyaku
400g (0.9lb.) 1 bag of frozen Japanese vegetables (includes: taro potatoes, lotus roots, carrots, Shiitake mushrooms, green beans, bamboo shoots, burdock roots)
5 decoratively cut Shiitake mushrooms
1 Yurine (lily bulb)
5 decoratively cut carrots
A
* 3 tbsp. soy sauce
* 1 tbsp. Mirin (sweet Sake)
* 1 tbsp. Sake
* 1 tbsp. sugar
B
* 20ml 3 times concentrated Yamasa's Konbu Tsuyu
* 80ml water
C
* 30ml 3 times concentrated Yamasa's Konbu Tsuyu
* 120ml water
Directions:
1. Thinly slice or decoratively cut Konnyaku, and boil 2-3 minutes to remove bad smell.
2. Cut the chicken into bite-sized pieces, parboil to remove the fat, drain, and set aside.
3. Separate the frozen vegetables and keep frozen until just before you use them. NOTE: you don't need to use carrot and Shiitake mushrooms if you prepare decoratively cut ones.
4. In a large deep pot, put Konnyaku, chicken and Shiitake mushrooms. Add enough water to cover the ingredients, bring to a boil, then add A.
5. Cover with Otoshi-Buta (drop-lid - you can also use aluminum foil) and cook on low for 20 minutes.
6. Add lotus roots, bamboo shoots, burdock roots, and simmer uncovered for 15 minutes.
7. Wash Yurine and separate into pieces. In a small pot, bring water to a boil, cook the Yurine pieces for a minute, quickly rinse with cold water, then drain. Bring B to a boil, add the Yurine pieces, and cook for 3 minutes.
8. In a medium pot, bring C to a boil, add taro potatoes and cook for 5 minutes. Add decoratively cut carrots and cook for another 5 minutes. Add green beans and cook for 2 more minutes.
9. In the third tier of Jyubako (three-tiered bento boxes), nicely arrange 6, 7, and 8 (drain excess liquid).
レシピ(日本語)
http://cooklabo.blogspot.com/2010/11/blog-post_09.html
---------------------------------
Music by
SHWフリー音楽素材
ohka_japan
http://shw.in/
♥Utensils I use in my videos♥
http://astore.amazon.co.jp/shopping072-22
♥FOLLOW ME HERE♥
https://www.facebook.com/ochikeron
https://plus.google.com/+ochikeron
http://twitter.com/ochikeron
http://instagram.com/ochikeron/
♥Visit my Blog to know more about ME♥
http://createeathappy.blogspot.com/
♥My Recipe Posts in Japanese♥
http://cooklabo.blogspot.jp/
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aside html 在 aside with aria-label 的推薦與評價
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aside html 在 Intro to HTML5: The aside Tag - Part 13 - YouTube 的推薦與評價
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