關於 when is st patrick's day ，我們在網路上蒐集到這些相關的討論、資訊與評價

去年的崩盤與融斷, 感覺就像才發生過一樣, 沒想到已經一年了. 時間真的過的很快. 希望大家一切都好.

🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/03/blog-post_17.html

🌻Docusign (DOCU), Crowdstrike (CRWD)財報結果

當初研究這兩家公司, 是把公司的年報看過一遍, 再把公司上市後所發表的財報結果全部看了一遍(doubt if I will do this again). 這樣的舖天蓋地有好有壞: 壞處當然就是很花時間, 但好處就是徹頭徹尾研究過一遍後, 之後就只要看看財報結果就好了, 也比較知道高層的想法. 而每季財報看下來, 其實會發現很多資訊都是重複的. 以後可能慢慢變成用聽的就好了.

(P.S. 大公司(道瓊股這些)其實不太需要做甚麼研究. 時間跟精力比較值得放在陌生or較小型的公司.)

而研究CRWD的時候, 其實也挺怕, 畢竟資安股不是我熟悉的領域. 但有感於資安越來越重要, 所以覺得一定要有突破. 當時也換了一種分析方式來做研究(不專注在科技上, 而是專注在商業模式, 管理層, 還有競爭環境上), 算是實驗性質. 也有懂資安的股友協助. 結果還算令人滿意.

Anyway. 這兩家公司的護城河都算是起來了, 未來應該不會有甚麼大問題出現. 只是目前正值類股輪動時期, 大家就有耐心點. 供參.

如果會擔心公司股價漲不回來, 可以去注意公司的現金流狀態, 或是換到價值股。供參。
https://news.cnyes.com/news/id/461235

DOCU官方財報結果新聞稿:
https://investor.docusign.com/investors/press-releases/press-release-details/2021/DocuSign-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Financial-Results/default.aspx

CRWD官方財報結果新聞稿:
https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2021

🌻了解"文化", 在研究消費性產品, 是很重要的一環. 這也是各地(亞洲, 或是美國)的投資人, 有在那邊的地利之便, 各有其優勢所在.

下面兩段文章, 分別是投資經理人, 對於韓國電商Coupang(CPNG)以及拉丁美洲電商MercadoLibre(MELI), 在當地文化上所做的質化分析:

#CPNG
There’s a pattern here: Homegrown startups in the world’s hottest industry are beating the pants off global giant Amazon.com (AMZN) and Chinese heavyweight Alibaba Group Holding (BABA). Cultural knowledge is prevailing over scale, and Coupang (CPNG) offers some lessons on why. Its next-level delivery network—order before midnight, get it early the next morning—is adapted for a nation of dense population and small refrigerators. “Customers get hooked on ordering a carton of milk or tube of toothpaste,” says Yoojeong Oh, investment director for Korea at Aberdeen Standard Investments.

#MELI
Mercado has distinct advantages over comparable e-commerce players. First, e-commerce penetration in Latin America is a fraction of that in the U.S., roughly around 3%, Gautrey says. Mercado also has built out its warehouse, trucking, and delivery infrastructure—much like Amazon.com (AMZN), but with one key distinction. “Particularly when you go into emerging markets, relying on the nationalized postal infrastructure can mean a delivery takes several days to arrive,” Gautrey says. “Building out your own logistics infrastructure can dramatically improve the consumer experience. And then having that infrastructure also acts as a barrier to entry for [competitors].” The stock is up 178% in the past year, yet Gautrey thinks the market continues to underestimate its potential.

Source: Barron's

圖片: Happy St. Patrick's Day. 美國一年一度的聖派屈克節, 在今天(美國03/17); Barron's去年本周的封面.

圖片來源:
https://www.zazzle.com/happy_st_patricks_day_talking_cat_in_face_mask_holiday_card-256515595609283035?rf

Ethnicities/Ancestries with Outstanding Presence in Greater Boston (English version on the bottom)

說起波士頓都會區最具代表性的族群/祖裔，一般人會先想到的大概是義大利人與愛爾蘭人，的確這兩個群體在波士頓可見度非常高，而且還各自擁有屬於他們的重要節慶（哥倫布日與聖派翠克日）；不過，要說這兩個族群特別集中於波士頓似乎也不太正確，因為他們在美國本來人數就很多（愛爾蘭裔：3256萬；義大利裔：1706萬），即使沒有特別集中在波士頓還是會看起來顯得很多。

那麼，究竟有哪些族群/祖裔是明顯集中於波士頓都會區的呢？為了回答這個問題，我去找了很久沒碰的美國人口調查（US Census: ACS 2017 5-year estimate），合併了「祖裔」（Ancestry）、「種族」（Race）與「西語裔」（Hispanic）三項數據，用Excel簡單算了一下「該族群在美國的人口中，居住於波士頓的百分比」，然後選出高於4%的17個群體做出這張圖表。（波士頓都會區人口約佔全美的1.3%，因此一個群體若有高於4%的人住在波士頓，表示他們在波士頓所佔比例為全美國的3倍以上。）

出來的結果很有趣，最明顯集中在波士頓的是維德角裔（Cape Verdean），美國境內自認為是維德角人者有將近一半住在這裡；而他們的原殖民國葡萄牙，以及同樣被葡萄牙殖民的巴西，也有相當高的比例住在波士頓。西語裔雖然人數很多，唯一明顯集中於波士頓而且上榜的只有多明尼加共和國裔（Dominican）。排行榜上唯一的東亞族群是柬埔寨人，多數為內戰期間以難民身份來美。

看到這個有趣的結果之後，我興沖沖的跑去找維德角裔的朋友提這件事情，並且提到好像維德角人和葡萄牙人聚集的地方都很類似，或許當初是一起來的？結果馬上被朋友點醒——葡語裔早在19世紀就為了捕鯨而大量移民到麻州，而維德角一直到1975年才獨立建國，因此既然來自同一個「國家」，住在一起也是理所當然的啊！

When it comes to the most outstanding ethnicities/ancestries in Boston, most people would probably first think of Italian and Irish. Indeed they are quite visible and each owns a major holiday (Columbus Day and St Patrick's Day), but do they really agglomerate around Boston? Not necessary. Since they are fairly large bodies in the US, what makes them outstanding here is their overall population in the country (Irish: 32.56 million; Italian: 17.06 million), instead of their agglomeration around Boston.

Now, what ethnicities/ancestries really cluster around Boston? To answer this question, I took US Census data (ACS 2017 5-year estimate), combined three items "ancestry", "race" and "hispanic", and then did some simple math in Excel: how much of the group's US population live in Boston Urban Area? The result is this visualization, based on the top 17 groups that have the percentage greater than 4% (i.e. over 3 times of the group's average percentage in the US).

Interestingly, the top group on this list is Cape Verdean -- nearly half of their US population live in Boston. Both of their former colonizer Portuguese and fellow colony Brazil also yield fairly high ratios on the list. While Hispanic may seem numerous in Boston, the only group that makes into the list is Dominican. Also, the only East Asian group on the list is Cambodian, who predominantly came here during their civil war.

After seeing the result, I excitedly found a Cape Verdean friend and told her about this finding, and the fact that Cape Verdean and Portuguese often live close to each other. She immediately pointed out something I totally forgot -- Portuguese-speaking people started mass migration to Massachusetts in the 19th century for whaling, while Cape Verde was not a nation until 1975. If they were from the same "country", would it be surprising for them to live together?

#infographic #visualization #boston #census #capeverdean #portuguese

today (17th March) is Ireland's national day - St. Patrick's Day, still remember the year when I was there, had a lot memorable experience. I wasn't a vegan at that moment so wanna go back and look for all vegan places of this "greenland" now
#vegans #vegansinhongkong #Ireland #nationalday #stpatricksday #greenland #memory #317

前置詞の感覚をつかめば、場所・時間につく前置詞が何かもう迷わない！

【この動画に出てくる例文】
★ Look at Murphy.
★ When is the meeting today? At 4.
★ Can you pick me up at 6?
★ I'm going to Hawaii on August 12th.
★ St. Patrick's Day is/will be on Friday, March 17th, 2017.
★ When are you going to Okinawa? In June.
★ I'm going to Okinawa next month.
★ I went to Okinawa last month.
★ My birthday is this Thursday.

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#英語 #英会話

This is a cute and delicious gift idea!

It is common to give flowers as a gift, but how about giving a cup of ice cream with flower decorations?! That is going to be sooooooo sweet :D

He/She will be impressed by your thoughtful presentation ♥

---------------------------------
Flower Bouquet Cup Ice Cream

Difficulty: easy
Time: 10 min
Number of servings: 2

Ingredients:
2 cups of green tea ice cream (or any flavor is okay)
almond slices
chocolate pen
Meiji Marble Chocolate (or M&M's Milk Chocolate Candy is okay)

Directions:
1. Toast (roast) almond slices in a pan or in the oven. Please keep your eyes on them and don't let them burn because you don't want dark brown petals. They will continue to toast a bit more when removed from heat, so stop the heat before they change the color. Toast more than you need to make spare petals!
2. Set the chocolate pen in a cup of hot water for a few minutes. Cut the tip of the chocolate pen and draw lines to define almond slices. Put in a fridge to set.
3. Make marks (holes) with a chopstick where you want to place the flowers. Put the petals around the marks.
4. Place Marble Chocolate (or M&M's Milk Chocolate) in the center of each flower.

レシピ（日本語）
http://cooklabo.blogspot.com/2012/02/blog-post_19.html
---------------------------------

I hope you liked my gift idea :)

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