It was THE perfect day with sun, skies and sea. We saw a sea turtle, and also caught sight of a rainbow. Nature’s beauty was out in its fully glory to celebrate 20 years of the Pomellato Nudo collection with us!🥂🌈 The Nudo collection comes in a rainbow of joyfully vibrant colours, and they bring a playful irreverence and elegance to the table, a combination that is unconventional. Adding a touch of understated everyday glamour with Pomellato Catene’s chain-inspired earrings and the striking Sabbia and Iconica bracelets, this is how I #KeepitColourful and add an accent to any outfit. Nudo sparks joy for me! Hehe.
@pomellato #Pomellato #NudoSeascape #KeepItColourful
#NudoCollection #Nudo20Anniversary #20yearsofNudo #sp
Makeup @samonggg Hair @instahairloom @samuelxsim Styled by @rongg @newbottega
同時也有92部Youtube影片,追蹤數超過94萬的網紅JSK-koubou,也在其Youtube影片中提到,Hello friends. This is the official channel of JSK-koubou. Here you can find many interesting videos about homemade machinery, woodworking projects, p...
table saw 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
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.
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)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
table saw 在 Facebook 的最讚貼文
Jürgen Klopp is awarded the Premier League Manager of the Month for May 2️⃣0️⃣2️⃣1️⃣❗
🔴🔴🔴
The Reds were not in the Premier League Top 4 at the beginning of the month❗
⭐⭐⭐
A run of 5️⃣ straight wins in May saw them claiming 3️⃣rd spot in the table & a place in the UEFA Champions League next season❗
#PLAwards
table saw 在 JSK-koubou Youtube 的最讚貼文
Hello friends.
This is the official channel of JSK-koubou.
Here you can find many interesting videos about homemade machinery, woodworking projects, plans and life hacks.
This video shows how to make a router table from an LCD monitor
Click here for the plan
https://jisaku-koubou.com/downloads/trimmer-table
[Plan List]
https://jsk-koubou.stores.jp/
【JIG】
・Extendable Circle Cutting Router Jig
https://youtu.be/2mEV75w6_cQ
・Drill stand
https://youtu.be/n-neSE8mwDg
・Magnet drill stand
https://youtu.be/a2kIJDhhZrg
・Belt sander
https://youtu.be/KaojkUzeEJU
・Making a 2-in-1 Circular Saw Slide Guide (Easy Panel Saw)
https://youtu.be/M1xYKw5FP-0
・How to make Line laser module
https://youtu.be/a5QKe4fZszY
・Workbench
https://youtu.be/cpnR1txnPGM
・Homemade height gauge
https://youtu.be/qdd8Jtsbbcc
・right angle corner clamp
https://youtu.be/yGoMIY325NM
table saw 在 DJ Macky Suson Youtube 的最佳貼文
This beautiful view is in front of this award-winning, iconic, unforgettable and luxurious resort in Boracay Island, the Philippines.
But the only true about what I said is, “unforgettable”.
After a long walk from station 3 to DiscoveryS hores Boracay, I decided to grab my favorite pasta, aglio olio. There were a few people taking photos of food at the entrance and I was greeted by a guard who happened to be the owner, and the waiter of the resort.
His greetings was so warm, he asked if I had a QR code, which is required before you get in the island. His tone was so condescending and unfriendly, and so I thought, he was the owner, acting as a guard. I politely answered “yes, and I would not be able to get inside the island itself, if I did not have one.” Hence, my response for his already condescending voice. He answered back with a more condescending voice “I am just asking!” Which was then again, obvious from the first question he asked, because, it sounded with a question mark AND an exclamation point.
I eagerly asked if they had pasta, and he said he had to go inside first and check. When I was approaching him again, to ask if there serve pasta, he asked “what kind of pasta?”, now the guard became the waiter. I did not know a luxurious hotel hires a guard and a waiter at the same time.
The resort had a few people. Yes, which means there were plenty of vacant tables inside. He then approached me and ask me to dine it at a location where the table was filthy, the chair was dirty, and secluded from the rest of the guests. I confirmed four times with the manager if it was really their protocol, to let the walk-in guest eat there. Which was then a lie because I saw a few people dining it at the better place, not hotel guests, but walk-ins.
Discovery Shores Boracay Island, where the guard and manager discriminate people.
Discovery Shores Boracay Island, where they market their resort as luxurious but their service is rated as one star. No, let’s make it unrateable.
Discovery Shores Boracay Island, a place where people with Sony A7C and professional cameras are discriminated. Vloggers are not welcomed.
Discovery Shores where the guard is the owner, and the waiter. Where the operations manger is incapable.
Discovery Shores Boracay Island the Philippines, overrated and does not need the support of the people. Only people who discriminates supports a business that discriminates.
P.S, this is my personal experience, and with videos to support my claim. Some people around the area that this is owned by a congressman, where in the Philippines, you get killed if you speak against their businesses. So if something happens to me, you know who to find.
table saw 在 DJ Macky Suson Youtube 的最佳貼文
This beautiful view is in front of this award-winning, iconic, unforgettable and luxurious resort in Boracay Island, the Philippines.
But the only true about what I said is, “unforgettable”.
After a long walk from station 3 to DiscoveryS hores Boracay, I decided to grab my favorite pasta, aglio olio. There were a few people taking photos of food at the entrance and I was greeted by a guard who happened to be the owner, and the waiter of the resort.
His greetings was so warm, he asked if I had a QR code, which is required before you get in the island. His tone was so condescending and unfriendly, and so I thought, he was the owner, acting as a guard. I politely answered “yes, and I would not be able to get inside the island itself, if I did not have one.” Hence, my response for his already condescending voice. He answered back with a more condescending voice “I am just asking!” Which was then again, obvious from the first question he asked, because, it sounded with a question mark AND an exclamation point.
I eagerly asked if they had pasta, and he said he had to go inside first and check. When I was approaching him again, to ask if there serve pasta, he asked “what kind of pasta?”, now the guard became the waiter. I did not know a luxurious hotel hires a guard and a waiter at the same time.
The resort had a few people. Yes, which means there were plenty of vacant tables inside. He then approached me and ask me to dine it at a location where the table was filthy, the chair was dirty, and secluded from the rest of the guests. I confirmed four times with the manager if it was really their protocol, to let the walk-in guest eat there. Which was then a lie because I saw a few people dining it at the better place, not hotel guests, but walk-ins.
Discovery Shores Boracay Island, where the guard and manager discriminate people.
Discovery Shores Boracay Island, where they market their resort as luxurious but their service is rated as one star. No, let’s make it unrateable.
Discovery Shores Boracay Island, a place where people with Sony A7C and professional cameras are discriminated. Vloggers are not welcomed.
Discovery Shores where the guard is the owner, and the waiter. Where the operations manger is incapable.
Discovery Shores Boracay Island the Philippines, overrated and does not need the support of the people. Only people who discriminates supports a business that discriminates.
P.S, this is my personal experience, and with videos to support my claim. Some people around the area that this is owned by a congressman, where in the Philippines, you get killed if you speak against their businesses. So if something happens to me, you know who to find.
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