關於 when we were young twitter ，我們在網路上蒐集到這些相關的討論、資訊與評價

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.

A 2018 study found that young adults under the age of 25 who were victimized by cyberbullying were twice as likely to commit suicide or self-harm in other ways. 😳😔 Many more statistics link depression to online bullying.
.
Our Mental health can be negatively affected by bullying and this is especially prevalent on social media. ❤️‍🩹
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A few weeks ago I hosted an online talk on this topic. Little did I know I would experience it firsthand myself yesterday.

I sent a tweet out and in 280 characters my intention was to ask us all to Stop Cursing, to find a Different way to solve this whole Covid Situation together. Instead of cursing and Bashing anyone- another way perhaps. BUT I didn’t word it completely with what I wished to say- that I am worried about everyones health and well-being and feel we are not being heard.

My poorly worded rushed tweet was of course then misunderstood and became the focal target for hate words and nasty comments on Twitter. 😳 I apologized for my tweet irregardless but it continued.

Let’s all be clear for ALL our Safety: There is a VERY big difference between calling out and attacking a person with swear words, name calling and DM’s of threats.

.
I wish I would have worded my 280 characters better. My intention got lost in the characters. I have painfully learned a lesson now. To be careful and choose my words better so as to not be misunderstood again. ❤️🤲🏻
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I have also learned something else- that people can be ruthless behind keyboards. They can be viscous, nasty and totally lack any insight into their anger whilst projecting it at you if you become a target. The more you try to reason- the more the attacking becomes crude.
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There then is a ‘gang’ of trolls and the bullying ensues further and further…Each feeling justified and projecting their anger until you yourself may end up just like them, replying and becoming harsh too! 😩
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That is when you leave the room- or in this case- the platform. No ones health is worth an argument, or a misunderstanding on a platform where only the Attackers Can Win because of numbers. 🧐🤨.

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As the saying goes- The Tongue is the most dangerous weapon in the world. In our times- it is not our tongues- it is our Thumbs. 👍🏻👍🏻 💜
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May we all treat each other with more kindness and compassion and may Allah forgive us for the pain and hurt we cause others. Aminn.
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#mentalhealthawarenessmonth #kesihatanmental #cuberbullying #trolls #twitter #bullying #adab #respectfully #keyboardwarriors MIASA Malaysia CyberSecurity Malaysia

【Joshua Wong speaking to the Italian Senate】#意大利國會研討會演說 —— 呼籲世界在大學保衛戰一週年後與香港人站在同一陣線

中文、意大利文演說全文：https://www.patreon.com/posts/44167118

感謝開創未來基金會（Fondazione Farefuturo）邀請，讓我透過視像方式在意大利國會裡舉辦的研討會發言，呼籲世界繼續關注香港，與香港人站在同一陣線。

意大利作為絕無僅有參與一帶一路發展的國家，理應對中共打壓有更全面的理解，如今正值大學保衛戰一週年，以致大搜捕的時刻，當打壓更為嚴峻，香港更需要世界與我們同行。

為了讓各地朋友也能更了解香港狀況，我已在Patreon發佈當天演說的中文、英文和意大利文發言稿，盼望在如此困難的時勢裡，繼續讓世界知道我們未曾心息的反抗意志。

【The Value of Freedom: Burning Questions for Hong Kongers】

Good morning. I have the privilege today to share some of my thoughts and reflections about freedom, after taking part in social activism for eight years in Hong Kong. A movement calling for the withdrawal of the extradition law starting from last year had escalated into a demand for democracy and freedom. This city used to be prestigious for being the world’s most liberal economy, but now the infamous authoritarian government took away our freedom to election, freedom of assembly, freedom of expression and ideas.

Sometimes, we cannot avoid questioning the cause we are fighting for, the value of freedom. Despite a rather bleak prospect, why do we have to continue in this struggle? Why do we have to cherish freedom? What can we do to safeguard freedom at home and stay alert to attacks on freedom? In answering these questions, I hope to walk through three episodes in the previous year.

Turning to 2020, protests are not seen as frequently as they used to be on the media lens, partly because of the pandemic, but more importantly for the authoritarian rule. While the world is busy fighting the pandemic, our government took advantage of the virus to exert a tighter grip over our freedom. Putting the emergency laws in place, public assemblies in Hong Kong were banned. Most recently, a rally to support press freedom organized by journalists was also forbidden. While many people may ask if it is the end of street activism, ahead of us in the fight for freedom is another battleground: the court and the prison.

Freedom Fighters in Courtrooms and in Jail

Part of the huge cost incurred in the fight for freedom and democracy in Hong Kong is the increasing judicial casualties. As of today, more than 10 thousand people have been arrested since the movement broke out, more than a hundred of them are already locked up in prison. Among the 2,300 protestors who are prosecuted, 700 of them may be sentenced up to ten years for rioting charges.

Putting these figures into context, I wish to tell you what life is like, as a youngster in today’s Hong Kong. I was humbled by a lot of younger protestors and students whose exceptional maturity are demonstrated in courtrooms and in prison. What is thought to be normal university life is completely out of the question because very likely the neighbour next door or the roommate who cooked you lunch today will be thrown to jail on the next.

I do prison visits a few times a month to talk to activists who are facing criminal charges or serving sentences for their involvement in the movement. It is not just a routine of my political work, but it becomes my life as an activist. Since the movement, prison visits has also become the daily lives of many families.

But it is always an unpleasant experience passing through the iron gates one after one to enter the visitors’ room, speaking to someone who is deprived of liberty, for a selflessly noble cause. As an activist serving three brief jail terms, I understand that the banality of the four walls is not the most difficult to endure in jail. What is more unbearable is the control of thought and ideas in every single part of our daily routine enforced by the prison system. It will diminish your ability to think critically and the worst of it will persuade you to give up on what you are fighting for, if you have not prepared it well. Three years ago when I wrote on the first page of prison letters, which later turned into a publication called the ‘Unfree Speech’, I was alarmed at the environment of the prison cell. Those letters were written in a state in which freedom was deprived of and in which censorship was obvious. It brings us to question ourselves: other than physical constraints like prison bars, what makes us continue in the fight for freedom and democracy?

Mutual Support to activists behind-the-scene

The support for this movement is undiminished over these 17 months. There are many beautiful parts in the movement that continue to revitalise the ways we contribute to this city, instead of making money on our own in the so-called global financial centre. In particular, it is the fraternity, the mutual assistance among protestors that I cherished the most.

As more protestors are arrested, people offer help and assistance wholeheartedly -- we sit in court hearings even if we don’t know each other, and do frequent prison visits and write letters to protesters in detention. In major festivals and holidays, people gathered outside the prison to chant slogans so that they won’t feel alone and disconnected. This is the most touching part to me for I also experienced life in jail.

The cohesion, the connection and bonding among protestors are the cornerstone to the movement. At the same time, these virtues gave so much empowerment to the mass public who might not be able to fight bravely in the escalating protests. These scenes are not able to be captured by cameras, but I’m sure it is some of the most important parts of Hong Kong’s movement that I hope the world will remember.

I believe this mutual support transcends nationality or territory because the value of freedom does not alter in different places. More recently, Twelve Hongkong activists, all involved in the movement last year, were kidnapped by China’s coastal guard when fleeing to Taiwan for political refugee in late-August. All of them are now detained secretly in China, with the youngest aged only 16. We suspect they are under torture during detention and we call for help on the international level, putting up #SAVE12 campaign on twitter. In fact, how surprising it is to see people all over the world standing with the dozen detained protestors for the same cause. I’m moved by activists in Italy, who barely knew these Hong Kong activists, even took part in a hunger strike last month calling for immediate release of them. This form of interconnectivity keeps us in spirit and to continue our struggle to freedom and democracy.

Understanding Value of freedom in the university battle
A year ago on this day, Hong Kong was embroiled in burning clashes as the police besieged the Polytechnic University. It was a day we will not forget and this wound is still bleeding in the hearts of many Hong Kongers. A journalist stationed in the university at that time once told me that being at the scene could only remind him of the Tiananmen Square Massacre 31 years ago in Beijing. There was basically no exit except going for the dangerous sewage drains.

That day, thousands of people, old or young, flocked to districts close to the university before dawn, trying to rescue protestors trapped inside the campus. The reinforcements faced grave danger too, for police raided every corner of the small streets and alleys, arresting a lot of them. Among the 800+ arrested on a single day, 213 people were charged with rioting. For sure these people know there will be repercussions. It is the conscience driving them to take to the streets regardless of the danger, the conscience that we should stand up to brutality and authoritarianism, and ultimately to fight for freedoms that are guaranteed in our constitution. As my dear friend, Brian Leung once said, ‘’Hong Kong Belongs to Everyone Who Shares Its Pain’’. I believe the value of freedom is exemplified through our compassion to whom we love, so much that we are willing to sacrifice the freedom of our own.

Defending freedom behind the bars

No doubt there is a terrible price to pay in standing up to the Beijing and Hong Kong government. But after serving a few brief jail sentences and facing the continuing threat of harassment, I learnt to cherish the freedom I have for now, and I shall devote every bit what I have to strive for the freedom of those who have been ruthlessly denied.

The three episodes I shared with you today -- the courtroom, visiting prisoners and the battle of university continue to remind me of the fact that the fight for freedom has not ended yet. In the coming months, I will be facing a maximum of 5 years in jail for unauthorized assembly and up to one ridiculous year for wearing a mask in protest. But prison bars would never stop me from activism and thinking critically.

I only wish that during my absence, you can continue to stand with the people of Hong Kong, by following closely to the development, no matter the ill-fated election, the large-scale arrest under National Security Law or the twelve activists in China. To defy the greatest human rights abusers is the essential way to restore democracy of our generation, and the generation following us.

．．．．．．．．．．．．．．．．．
💪小額支持我的獨家分析及文章：https://bit.ly/joshuawonghk
╭────────────────╮
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╞📷https://www.instagram.com/joshua1013
╞📧joshua@joshuawongcf.com
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FIRSTLY? We are TERRIBLY sorry that the FIRST 8 minutes of audio was GONE! Omg. That's just horrible. Achilles and I were going on and on. I do apologise on our LIVE end.

Truth be told, I wasn't 100% that day. I was actually down with fever due to mastitis but as the saying goes, "the show must go on" and I was pretty excited to be talking to my guest. Azmi had to man the fort with a cranky baby at the back (our helper is stuck in her hometown due to the unfortunate floods, so we told her to settle matters. And then MCO 2.0 took place. So, we are WFH-livestreaming with 4 young kids all at home and a very sick me. Go figure! LOL)

Anyway, here was my first part of what I was (trying to say)

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The Covid-19 pandemic caused a projected loss of 195 million jobs, interruptions to education and a disproportionate impact on vulnerable groups. The nature of work and careers is changing fast. I’ve heard some say that it’s not the virus that scares them, but the uncertainties that lies ahead.

2020 has given employers and companies reshaped their hiring practices while employees rapidly had to adapt, upskill and reskill, as well as practice resiliency and hone on their entrepreneurial mindsets ,to respond to the reality of either a salary cut or worst, layoffs or to close their business due to the downturn.

As we enter into our 2nd week of 2021, with the uncertainties still looming, I’m pretty sure many of you are keen to know how others have strived despite the challenges. So today, I’m delighted to speak to Achilles Sureen, Senior Lead – Culture & Employee Engagement, AirAsia to share how he managed to fly by, when aviation was hit badly, in 2020.

----------------------------------------------------------------------------------------

Thank you Achilles for being such an inspiration. I learnt so much from our short 'lunch date'. I hope mum and my dad meets each other and can have a glass of wine to celebrate your wonderfulness.

Thanks Angelica and JobStreet Malaysia for arranging this interview. Can't wait for the next one with Ramesh!

#JobsThatMatter


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Thanks for watching and please do not forget to subscribe!

Also follow me on my other social media channels:

Instagram
https://www.instagram.com/daphneiking/
Facebook
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Twitter
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If you also need my profile and showreel, please visit:
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神奈川県藤沢市善行坂の人気焼肉店『ざんまい善行店』に3人でお邪魔しました！「ぜんまい」は20年以上に渡り、藤沢をはじめ茅ヶ崎や海老名など湘南エリアに店舗を構える人気焼肉店です！安くてボリュームあるお肉を提供しているということで大変人気があり、お邪魔した際も若い方や家族連れなどを中心に多くのお客さんが来店されていました！新鮮な肉を一括仕入れするため安く提供できるということ、また、鮮度を保つために食べるギリギリに店内でさばくそうです。ざんまいサラダやなどお店名物のデカ盛りメニューも頼むと結構盛り上がる人気メニューです！厚みやボリューム、味…かつリーズナブルというその嬉しいお店の様子、実食の模様をぜひご覧下さい！

＊撮影に際しては、お店の方や周りのお客様に充分配慮して撮影をおこなっています。

Three people visited "Zanmai Zenkouten", a popular yakiniku restaurant in Zensouzaka, Fujisawa City, Kanagawa Prefecture! "Zenmai" has been a popular yakiniku restaurant for over 20 years, with stores in the Shonan area such as Fujisawa, Chigasaki and Ebina! It is very popular because it offers cheap and generous amounts of meat, and even when I was disturbed, many customers were visiting, mainly young people and families! It seems that it can be offered cheaply because it purchases fresh meat all at once, and that it will judge at the last minute to eat to maintain freshness. It's a popular menu that can be enjoyed quite a bit if you ask for a large dish such as Zammai salad or a specialty of the store! Please look at the thickness, volume, taste, and reasonably priced shop, and the actual food!
*When shooting, we give due consideration to the shops and customers around us.

いつもありがとうございます！( ´ ▽ ` )
高評価＆チャンネル登録もよろしくお願いいたします！

#焼肉 #yakiniku #ざんまい #ロイドごはん #フラメンコロイド


—————《ロイド のサブチャンネル》—————————————

【フラメンコロイド のサブチャンネルもよろしくお願いします！】

ロイドチャンネル
https://www.youtube.com/channel/UCwNlBAUziFWkJZFY_u3t65A

フラメンコロイド
https://www.youtube.com/channel/UCsFJHNg3SR41R2a3vctUInw


—————《本日の店舗情報》—————————————————

『ざんまい 善行店』
https://www.google.co.jp/amp/s/s.tabelog.com/kanagawa/A1404/A140405/14062324/top_amp/

—————《twitter》—————————————————————

★ロイドごはん
https://twitter.com/roidgohan
★メロンシート
https://twitter.com/meloncito310
★フラメンコロイド
https://twitter.com/flamenkoroid

—————《instagram》———————————————————-

★ロイドごはん
https://www.instagram.com/roidgohan
★メロンシート
https://www.instagram.com/satoshimelo...
★フラメンコロイド
https://www.instagram.com/flamenkoroid

—————《各サイトの情報》—————————————————

★ロイドwalker《人生をドラマチックに彩る旅とグルメと温泉図鑑》
https://ramenjapan.net/
★メロンシート《フラメンコギターの世界一の旅》
https://pordiotama3.xsrv.jp
★フラメンコロイド 《フラメンコロイドの神話と伝説》
https://flamenkoroid.net

—————《ロイドおすすめ動画はこちら》———————————

「焼肉＆ホルモン」動画集！
https://www.youtube.com/playlist?list=PL6yW17uB9uIUC_ZTqR3chIZ38rvvKiN3D

神回【ラーメン二郎の貴重映像】全増しが出来るまで一部始終を大公開！【ラーメン二郎 ひばりヶ丘店】ramen
https://youtu.be/mBFcdMHyaxA

巨大塊肉に挑戦！【いきなりステーキ】２人で１.５キロの結果は？【飯テロ】
https://youtu.be/lxn_oa-rCvQ

一瞬でファンになる86才職人のおすすめラーメン【ほりえラーメン】感動の鹿児島グルメ
https://youtu.be/0IuRURqh4ek

屋台でラーメンが出来上がるまでの職人技をお見せします【ボギー亭 虎ちゃん】味噌ニンニクラーメン【飯テロ】
https://youtu.be/ZJoloTuYOQ4

神技！いつもびっくりするよ！【がんちゃん】お好み焼きの名店に感動！【飯テロ】× フラメンコロイド 広島県
https://youtu.be/8q_j5QX4-vg

消滅する屋台ラーメンの職人技【幸っちゃん】ラーメンの作り方一部始終【ramen】
https://youtu.be/prw-olhOAyI

Written by Dr Auntie...

This boy is not Harry Potter. He is Omar Mukhtar, an ordinary boy who has no magical power whatsoever. But he had successfully made one of his dreams come true! And now for the first time ever, Mukhtar has made an exclusive tour in “Hogwarts”, the school of his dreams. Have you watched the video? Let me tell you why you should watch it...

When my nephew Omar Mukhtar told us one day that he wanted to study in King Edwards’s School, we got worried! KES is one of the leading academic schools in the UK, so it’s so tough to get a place there. We were so concerned that Mukhtar might not be able to get in due to very high competition. We were concerned that Mukhtar might get disappointed! Little did we know that Allah has already planned something great for him, as a reward for his hard work and his kindness. So Mukhtar went for a test to get a place in KES and he passed. He was called for an interview at KES for a scholarship and he was successful. Mukhtar got a full scholarship to study at KES. MashaAllah. All praise is due to Allah.

People know that Mukhtar is a KES student, but what they don’t know is all the sacrifices he made to achieve his dream. There are so many behind-the-scene stories about my nephew and his “secrets” of success. How he cared for his ill mother from a very young age. How he sacrificed his own childhood time to care for Fatimah & Ali. How hard he had to juggle between his roles as a son, as a big brother, and as a student, all at the same time. It was truly a bumpy road for Mukhtar to be where he is now!

So that’s why you should watch & share the video. Would you care to show my nephew your kind support please? I thank each one of you so much in advance for your kind support towards my nephew Mukhtar ?? And don’t forget to subscribe!
#mynephew #proudauntie #drauntieuk

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