🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算是基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)
時間: 台灣時間07/10 (周六)晚間9點. 預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻好股介紹(不是推薦): Pool Corporation (POOL)
美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.
今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.
POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.
公司網站: https://www.poolcorp.com/
Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.
“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784
🌻復盤2010科技股
有人說, 今年科技股像是2010年, 漲不太起來.
好奇心驅使下, 我去挖了點資料.
結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.
那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.
所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.
The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010
Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453
NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf
🌻我平常做的功課
曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.
目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.
固定看的網站: CNBC
每季做的事情: 看&整理公司季報結果.
平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).
Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........
同時也有3部Youtube影片,追蹤數超過10萬的網紅Terrence Teo IFBB Pro,也在其Youtube影片中提到,立刻註冊以享受特惠價: https://terrenceteo.com?lang=zh (Chinese) Sign up NOW for a SPECIAL RATE: https://terrenceteo.com (English) 該計劃提供中文和英文兩種語言 | The program i...
「competitors中文」的推薦目錄:
- 關於competitors中文 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於competitors中文 在 電競燒蛋 Egg Facebook 的最讚貼文
- 關於competitors中文 在 口袋財經 Pocket Money Facebook 的最佳貼文
- 關於competitors中文 在 Terrence Teo IFBB Pro Youtube 的最讚貼文
- 關於competitors中文 在 13N Youtube 的精選貼文
- 關於competitors中文 在 13N Youtube 的最讚貼文
- 關於competitors中文 在 M Mandarin 漫中文 的評價
- 關於competitors中文 在 懒羊羊入队| 筐出胜利| EP07 | 动画| 卡通| 喜羊羊与灰太狼 ... 的評價
competitors中文 在 電競燒蛋 Egg Facebook 的最讚貼文
自己蠻喜歡的 NA 的賽評 Kobe 發了一篇他對於最近 LCS 的看法。
為了練習英文,所以我把他翻成中文,如果大家有興趣可以看一下。
順便也可以幫我看看有沒有翻譯不通順或是翻錯的地方
哈哈哈哈
如果有類似的文章也請推薦給我練習 QQ
____________________________________
Hey! Dropping some thoughts on some of the big LCS stories and teams this morning ahead of recording the Dive:
Hey! 在今早錄《 The Dive》之前寫下一些關於 LCS 故事和隊伍的想法。
C9 will be our MSI representatives but the upcoming buffs to cinderhulk which follow these sejuani buffs improve tank options for their competitors and when you pair that with the increased power of enchanters and scaling champions like Orn, teams will have better chances in the last 6 weeks of LCS to turtle out a possible win against the powerhouse C9 squad.
C9 將會是代表 LCS 出賽今年 MSI 的隊伍。但是再史瓦妮增強以後,緊接而來的餘燼附魔增強將會讓 C9 的競爭對手有更多坦克英雄的選擇,當你把這些新的坦克選擇和影響力越來越大的輔助類英雄和後期有高影響力的英雄,如厄爾,放在一起看時,你會發現其他隊伍在剩下最後六周的賽程中,將會有更好的機會可以贏過現在的聯盟強權 C9。
I think liquid will rise to be a top 3 team again but it is going to take more time practicing with Broxah and they will still not surpass C9 or reach their previous levels of NA dominance because even though they will improve this split, the rest of the league has improved as well.
我認為 TL 會回升到聯盟前三名,但他們需要更多的時間和 Broxah 練習與磨合,不過即便如此他們仍沒辦法超越 C9 或是達到他們之前在 NA 賽區宰制的等級,因為即便他們在這個賽季進步了,聯盟中的其他隊伍也同樣再進步。
What the FK happened to Crown and CLG? We don’t give out a “Dade award” for regular season but Crown has got to be the biggest underperformance of a single player compared to expectations set for him preseason. Ruin also seems to be struggling and the entire team having problems coordinating their engagements with their DPS at the same time resulting in the L’s piling up.
Crown 跟 CLG 到底在幹三小? 我們在例行賽並不會頒發 Dade award 獎,但 Crown 的現在的表現和季前大家對他的期待可以說是落差最大的。Ruin 看起來也打得相當掙扎。同時,整個 CLG 在開戰和輸出位的協調上也是大有問題,這些原因導致了一系列的落敗。
TSM went 0-2 and made some more mistakes in the mid game resulting in them getting out scaled but they have shown real promise in their draft flexing (Qiyana, Sett, Orn…) and I do prefer a proactive style of play so I would encourage them to continue to work through the mistakes and not give up on their new direction.
TSM 目前二連敗並且在遊戲中期犯下了不少的錯誤導致他們的評級下降,但他們展現了他們對於多使用錯位英雄的企圖( 姬亞娜、賽特、厄爾...) 而我相當喜歡這種積極的選角模式,所以我想要鼓勵他們持續解決目前遇到的錯誤,不要放棄他們的新戰術方向。
IMT are second place right now, and deserve the spot. However, I don’t think they will even be able to hold onto a top 4 spot if Eika doesn’t step up individually or they don’t import a different midlaner. Roaming is incredibly important for the mid position right now and he is currently sitting at the 2nd lowest forward % and lowest damage % of all mids. Meanwhile, their team play and objective focus is really paying off and having veterans like Xmithie and Soaz can often get you wins that people didn't expect you to get on paper.
IMT 目前是排名第二,而他們也值得這個名次。但是,如果 Eika 個人能力沒辦法拿出應有的表現或是他們沒有引進其他的中路選手,我認為他們將沒有辦法維持在前四名。在現在的比賽中,遊走能力對於一名中路選手而言是至關重要的,然而,目前在聯盟所有中路選手中 Eika 的推線率是倒數第二、傷害占比倒數第一。與此同時,IMT 的團戰配合與物件導向的戰術打法有著很好的成效,而且當你的隊伍中有 Xmithie 和 sOAZ 這種老將的時候,他們往往可以替隊伍拿下一些出人意料的勝利。
See you next weekend! I'm really excited for patch 10.4 tomorrow in soloqueue so I'll be spamming games ;)
大家下周見! 我對於明天即將在 soloqueue 到來的 10.4 版本感到相當興奮,所以我會狂打遊戲。
competitors中文 在 口袋財經 Pocket Money Facebook 的最佳貼文
【20191205 口袋日常新聞】
Apple Music 將音樂視角延伸到演場會
- Apple Music 推出可以讓付費使用者線上看直播演唱會功能
- 第一個上的演唱會就是知名歌手 Billie Eilish
- 為了服務眾多訂閱用戶,並提供更多差異化的功能,演唱會是一個不錯的方式
- Spotify 和 Youtube Music 將會如何應戰呢?
音樂串流比起影音串流(ex: Netflix, Disney+)更沒有差異化
過去都是在看誰簽的藝人多,在地化做的比較好(像台灣 KKBOX 比較找得到中文老歌)
但這個差異化其實不高,因為最多人聽的流行樂幾乎每一家都有
要做出差異化,Spotify 主打廣播,Apple 跑出演唱會,Youtube Music 不知道會做什麼呢?
#競爭下福利會越來越多 #最後得利的是消費者 #pm
Apple is already ahead of competitors like Spotify that do very little on the concert video front. Streaming more shows like tonight’s could help it better rival YouTube Music, which integrates traditional music streaming with a broad array of rarities, music videos, and streamed concerts like Coachella. Apple is also fortunate to have a global retail and office footprint that could help it throw and record more shows with fewer logistical headaches.
➡️ 原文連結 https://tcrn.ch/2OR4GJm
➡️ 新聞來源 TechCrunch
competitors中文 在 Terrence Teo IFBB Pro Youtube 的最讚貼文
立刻註冊以享受特惠價: https://terrenceteo.com?lang=zh (Chinese) Sign up NOW for a SPECIAL RATE: https://terrenceteo.com (English)
該計劃提供中文和英文兩種語言 | The program is available in both Chinese and English language. Let's achieve an amazing physique together in 2020!
日本IFBB PRO 2018比赛全過程 | My Japan Pro 2018 Competition Journey | Terrence Teo
SUBSCRIBE to my channel: https://youtube.com/terrenceteoifbbpro?sub_confirmation=1 Follow me on Instagram: https://www.instagram.com/terrenceteo7
For enquiries on ONLINE COACHING in regards to training, diet or stage posing, email me at teo9239@hotmail.com
___
I hope you enjoy this video of my last IFBB Japan Pro 2018 competition. This was my 2nd IFBB Men's Physique Pro show and I managed to place 1st runner up, just behind Mr. Olympia's Men's Physique 2018 champion, Brandon Hendrickson.
This is my journey on how I prepped 2 days before the competition - final training, carb load, pumping up and stage time! In every competition, I always remind myself to keep on improving, learn from my competitors and give only my very best.
I look forward to this year's Japan Pro Show 2019, which is in 2 more weeks!!
___
我叫张国华,在这里我会分享我朝向 Olympia 的脚步,分享我个人健身的方式,饮食、烹饪?、supplements 以及等等。
我是一位IFBB PRO 健体运动员。我健身已经超过15年了,在2013年已经开始了我的比职业赛的生涯,我在世界各地的比赛已经超过17次了,就如美国,印尼,新加坡,泰国,香港,马来西亚,中国,日本,菲利宾等等。我的最高荣誉就是在美国的Musclemania 获得8次冠军。
I'm an IFBB Pro Men's Physique athlete. I started training 15 years ago and began competing at a professional level from 2013. Since then I've competed in over 14 bodybuilding competitions worldwide from U.S.A.?? to Japan ?? , China ?? , Philippines ?? , Indonesia ?? , Vietnam ?? Korea?? Singapore ?? , Thailand ?? , taiwam?? Puerto Rico ?? and ?? .
Some of my highlights include holding the title as a 8x World Physique Champion under the Muslemania Universe and Musclemania America as well as being the 1st Runner Up at the IFBB Japan Pro 2018.
_______
日本IFBB PRO 2018比赛全過程 | My Japan Pro 2018 Competition Journey | Terrence Teo
![post-title](https://i.ytimg.com/vi/fEt3xxgbK-I/hqdefault.jpg)
competitors中文 在 13N Youtube 的精選貼文
[已加入中文字幕 English subtitle available]
從概念的輕型特技車款,到市售的運動型輕街車,BMW破天荒踏入了小c.c.數檔車市場。不知道是不是很多人都是被BMW的標誌給吸引過來的。觀望很久,終於有隻機會可以試騎到。順便來跟其他試騎過的同級距檔車做個簡單比較。單缸競爭對手目前是 KTM 390 Duke 和 Honda CB300R。
It was a stunt machine in its concept form to show its fun factor. Never thought BMW would break into small bike segment, and yet here it is. Finally test rode the bike. The single cylinder competitors are KTM 390 Duke and HONDA CB300R.
MotoVlog 187 摩托日記第一百八十七篇
Outro Music: Trixtor - Just This Once
Other Music: Mikey Geiger - Hey Hi Hello
![post-title](https://i.ytimg.com/vi/ueUv-NAZ-hM/hqdefault.jpg)
competitors中文 在 13N Youtube 的最讚貼文
低速金卡納試騎 全新中檔車 KTM Duke 390. Slow Speed Test Ride at Moto-Gymkhana event. 直接從Yamaha滑胎車換到Duke,馬上感覺到就是台類滑胎車。操縱感覺很像是把仿賽跟滑胎做結合,375c.c.大汽缸很夠用。(點下看規格)Rode my Yamaha and Duke back to back and immediately felt the similarity in terms of supermoto style riding. Handling is sharp and precise when turning, where supermotos are usually soft and sloppy a bit. 375c.c. provides plenty of power in its class. 第一次接觸KTM,不知道保修是不是大問題。Never ridden a KTM before, not sure if it's Duke 390's a reliable workhorse like rest of its Japanese competitors. 希望有機會可以高速或是賽道試騎。
試騎系列 Test Ride Playlist:https://goo.gl/tH3tpX
Bike: KTM Duke 390
規格 Specification:
- 輕量化鋼管車架
- 300mm前碟搭配BREMBO 幅射對四卡鉗
- WP 前後避震
- 230mm單浮動碟配單活塞制動卡鉗
- 11升油箱
- 375cc單缸水冷四氣門引擎
- 44hp / 9500 rpm 的最大馬力,與3.6kgm/7250rpm的最大扭力
- 濕重148kg
- 0-100km/h加速只需5.6秒
- 800mm低座高
- 前輪尺寸:110/70 -17
- 後輪尺寸:150/60 -17
Vlog 14 摩托日記第十四篇
Clip Music: K.Safo & Alex Skrindo - Future Vibes (Uplink Remix)
Outro Music: Anikdote - Which Direction?
NCS Release bit.ly/1LfXUQh
https://soundcloud.com/anikdotemusic #13N 追蹤 13N Instagram:
![post-title](https://i.ytimg.com/vi/PdicWPIxcp0/hqdefault.jpg)
competitors中文 在 M Mandarin 漫中文 的推薦與評價
The competitors are visiting Palace Museum and the Headquarter of Confucius Institute! They really like the Manga Mandarin gift bag! #Chinese... ... <看更多>