🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有34部Youtube影片,追蹤數超過40萬的網紅我要做富翁,也在其Youtube影片中提到,被收入是財務自由其中一個要元素,收息是最受歡迎的一種,除此之外還有甚麼方式可以製造被動收入呢?今日 #施傅教學 就分享 6 個可以產生 passive income 的方式。 【施傅研究部專用課程】2021年最後一個循環! 金牌分析員的秘密 環球分享會(online) 免費報名:https://...
buy stocks 在 Facebook 的最佳解答
This year's Mid-Autumn Festival is made special with the beautiful set of Taiwan Pineapple Cake (台湾凤梨酥) in a limited edition gift set 🍍🇹🇼
The light, buttery pastry wrapping around the chunky grated pineapple flesh reminds me of the authentic pineapple cakes I tried in Taiwan 😍 I love how it melts perfectly in the mouth. And it does not contain any preservatives and additives.
Buy more and you'll get this cute exclusive "活力牛" Ox Lantern from Taiwan Tourism Bureau 🏮 (while stocks last).
Now available in boxes of 6 or 10 pieces.
Delivery is provided too.
Order now at
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Din Tai Fung Malaysia
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buy stocks 在 Facebook 的最佳解答
I hope you can tell by now that I TRULY enjoy drinking at home... So boozy deliveries are my BEST friends. Lately, I've been into wines - it's light and easy, it's perfect for a "I'm done with work for today" drink, it doesn't require mixing and it pairs so well with food... my mood... the weather... the current political climate... Just anything!
So www.vyne.my, who specialises in wine AND delivering it, shared with me a "Vyne with Friends" promotion that's ongoing right now where if you buy any of these 6 selected bottles, it comes with a cute little wine profile card that includes everything you need to know about the wine and even how to pair it.
The selected wines are priced from rm100-118 per bottle and if you buy a 6-pack set it's just rm598, while stocks last.
Don't say I#bojio ah.
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#angeltini
buy stocks 在 我要做富翁 Youtube 的最佳解答
被收入是財務自由其中一個要元素,收息是最受歡迎的一種,除此之外還有甚麼方式可以製造被動收入呢?今日 #施傅教學 就分享 6 個可以產生 passive income 的方式。
【施傅研究部專用課程】2021年最後一個循環!
金牌分析員的秘密 環球分享會(online)
免費報名:https://money-tab.info/2021-greg-globalonline
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有效 極速 儲存千萬❓
【零至千萬加速器】1小時簡介+工作坊
免費試看:https://edu.money-tab.com/pages/accelerator?ym
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【茶敘52】 4年環保之戰!科網股撈底好時機?
立即購票:https://edu.money-tab.com/pages/teatalk-52-online?ym
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❖ 特別事項 ❖
➔ 施傅新書「量化交易」手冊
網上即買: https://money-tab.info/2020-book-purchase
APP下載: http://onelink.to/mtapp
升級版: https://money-tab.com/membership
✓✓ 追蹤我:
❖ Youtube【我要做富翁】
https://bit.ly/35LOy2J
❖ Youtube【富翁電視MTTV】
https://bit.ly/35dJW4Y
❖ Youtube【我要做世界】
https://cutt.ly/Hx49a9a
➔ IG【money_tab】
https://instagram.com/money_tab/
➔ Facebook【我要做股神】
https://facebook.com/203349819681082
#被動收入 #理財 #幫緊你幫緊你 #真實驗證 #我要哂 #施傅教學
buy stocks 在 serpentza Youtube 的最讚貼文
This is getting ridiculous! Housing prices in China have now got to the insane price that an entire year's salary can only buy you 10 square feet, so on average it takes 900 years of salary to pay for a small 2 bedroom apartment in the big cities... Why? What's going on? How is it that this market hasn't exploded yet?
For a deeper dive into China's Propaganda influence and soft power, watch our liveshow ADVPodcasts: https://www.youtube.com/advpodcasts
Support Sasha and I on Patreon: http://www.patreon.com/serpentza
Bitcoin - bc1q5xuvp9vpd3dhdaa5qduupdrukpjhg6plhefn0h
Ethereum - 0x4202C2cA9f22C7cC020EdB3cE6A6EeE10A2B8b70
DOCUMENTARY LINKS:
Conquering Southern China:
https://vimeo.com/ondemand/conqueringsouthernchina
Conquering Northern China:
https://vimeo.com/ondemand/conqueringnorthernchina
Stay Awesome China (my new documentary): https://vimeo.com/ondemand/stayawesomechina
For Motorcycle adventures around the world, and a talk-show on two wheels go to ADVChina every Monday 1pm EST
https://www.youtube.com/advchina
For a realistic perspective on China and world travel from an American father and a Chinese mother with two half-Chinese daughters go to Laowhy86 every Wednesday 1pm EST
https://youtu.be/mErixa-YIJE
For a no-nonsense on the street look at Chinese culture and beyond from China's original YouTuber, join SerpentZA on Friday at 1pm EST
https://www.youtube.com/serpentza
Support Sasha and I on Patreon: http://www.patreon.com/serpentza
Join me on Facebook: http://www.facebook.com/winstoninchina
Twitter: @serpentza
Instagram: serpent_za
buy stocks 在 Gaku Lange Youtube 的最佳貼文
Whether you've received your $1400 stimulus check or not, here are 14 things (including cameras, film stocks, gear, and more) that you can utilize in your day-to-day workload that I recommend! You could purchase the majority of these items and still be under $1400!
INSTAGRAM: https://www.instagram.com/gakuyen
MY PRESETS: https://www.gakuyen.com/store
Items from the Video↓↓↓
+Lenses+
SIGMA 35mm Lens: https://amzn.to/3tDMDb2
TAMRON 17-28 Lens: https://amzn.to/3dhJ1Xn
SAMYANG 8mm Lens: https://amzn.to/392gBO6
+Film+
LOMOGRAPHY 400: https://amzn.to/3tMByVjCINESTILL 800T: https://amzn.to/3cUYD10
LOMOGRAPHY 800: https://amzn.to/3tMByVj
+Gear+
LACIE 4TB Hard Drive: https://amzn.to/3vKI8gx
SWITTI 2-PACK LED Lights: https://amzn.to/2QsXAxR
ZHIYUN CRANE PLUS Gimbal: https://amzn.to/314CbNE
🎎 0:00 - Intro
📷 0:50 - 5 Film Cameras
🎞 5:24 - 3 Film Stocks
☀️ 7:04 - 3 Lenses
📸 8:58 - 3 Pieces of Gear
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