Search
第二週結束了
I’m gonna show everybody what it means to be hungry.
我給大家看「餓」的意思是什麼。
Get out of my way or I’ll run you over, it’s not over until I win.
別擋路我的路，你會被我撞到
#mindset #mindsetmatters #getoutofmyway #hungry #stayhungry #strong #will #willpower #ironwill #motivation #determined #notdoneyet #fatloss #diet #dieting #bodybuilding #bodybuilder #台灣 #柯龍 #減肥 #認真 #比賽 #健康 #健美 #肌肉 #腹肌 #努力 #意志力 #健力 #加油
🌻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.
仲有兩星期就到預產期，有幸被邀請去星光照相館 @glow.inuf 影張 Aura Photography 睇吓自己嘅氣場係點樣，估唔到成張都係藍色。🤣🤣 雖然我唔係好識睇，亦對 Aura 呢家野認識唔深，但睇到自己氣場嘅顏色，再睇埋係代表乜嘢意思之後，的確會有種能肯定自己嘅奇妙感覺。
Royal blue is related to communication, self-expression, intuition, and clarity. People with blue aura share a strong connection with the unknown and enjoy the depth of life.
They use their imagination, wisdom, intuition, and creativity to express themselves. They value honesty, self-expression, good speech and communication skills.
Blue energy is very calm and stable. A person with a blue aura is trustworthy and will be by your side through the ups and the downs. These people have a relaxing and grounding presence that many will admire in a partner. 💙
多謝 @olivewongchui 嘅邀請！
期待的政治英文影片第二集出爐了!!! 今天探討的是三位政治大咖的英文口語。再次聲明，此影片的目的不在於比較英文能力，而是提供學習者英文口語的實際操作和可以注意的小細節。對我而言，英文是一種工具，我並不覺得台灣的政治人物一定需要擁有驚人的外語能力。以下是影片中提到的一些資訊，請看完再發表評論:
關於韓市長的「晶晶體」: http://bit.ly/2kENRVv
★★★★★★★★★★★★
英文口語評估指標
• 是否到達溝通目的
• 考量語境/當下場景
• 詞彙資源
• 文法範圍和正確度
• 連貫性和流暢度還有發音
★★★★★★★★★★★★
韓國瑜（1957年6月17日－)，中華民國政治人物，中國國民黨，現任高雄市市長，中華民國陸軍軍官學校專修學生班40期、東吳大學英國語文學系文學學士、國立政治大學東亞研究所法學碩士。
EDIT: New Sample (08.21.2019): https://youtu.be/1xrcXcZvAko?t=148 (請先看完我們的分析)
最先去搜尋的是ICRT全英文的專訪，但是大部分影片和錄音檔都被刪除，只留下一些片段: https://youtu.be/zDYhd7XiSUQ?t=12 (Vid 1)
•prosperious -- prosperous Kaohsiung
•We will hire the English teacher so that we can save money -- cause, effect relationship?
•intelligible English pronunciation but spoke in short phrases
https://youtu.be/3helP_n9jY8?t=481 (Vid 2)
•唸稿子的時候有適當的停頓, 英文語調也有上下的起伏
•met--made, we have made the impossible possible
•in everyone eyes--in everyone’s eyes
•longing for better tomorrow --longing for a better tomorrow
•整體上來說沒有什麼問題...
•很難去評估真正的英文口語能力，畢竟是念稿子
•從詞彙量而言，至少足夠回應一般生活類問題
•因為句子還蠻短的，所以沒有什麼語法錯誤
•口音是一定有的，但是算標準，可以聽得懂
•短句的流暢度沒有大問題，但是連貫性可以增加
★★★★★★★★★★★★
郭台銘（英文名：Terry Gou，1950年10月18日－），中華民國企業家，新北板橋人，籍貫山西省晉城縣，臺灣省立板橋中學初中部、中國海事專科學校（今臺北海洋科技大學）航運管理科畢業，是鴻海科技集團（富士康）和鴻海精密的董事長兼總經理。以個人資產705億美元名列富比士億萬富翁列表中的第7大富豪，同時也是臺灣首富。2019年4月17日，郭台銘宣布投入中國國民黨的2020年中華民國總統選舉黨內初選。
郭台銘 - 企業領袖高峰會演講 APEC CEO Summit 2013: https://youtu.be/c733wqJup_I?t=175
•聽完他的對答覺得講得很好
•應該已經在商業界上運用英文三十幾年了
•1985就建立在美國一家分公司
•因為是商業場合，講的話算官方但直接
•以流暢度來說，會給高的評分
•英文詞彙上應用專業術語 (e.g., key components, technology integration)
•不熟悉字型的變化 morphology/word form--manufacture, manufacturing, manufacturer --we emerged as an electronics manufacturer; we innovation designer --no be verb; we are use all component and integration --we utilize component integration testing?, etc.)
•發音也蠻多問題的
•猜測他應該是有在練英文口語
•應該沒有太多寫作上的需求
•猜測他學習英文的方式是蠻自然的
•沒有花額外的時間在學習文法，刻意的去修正自己的錯誤
•學習英文的只是為了工作需求
•說話有連貫性也有技巧，但是無法精準表達意思
•在特定場景的口說上應該是沒有問題，因為重複性高而且大概可以猜出他會講什麼
•說實話，表現超出預料
★★★★★★★★★★★★
柯文哲（1959年8月6日－），中華民國著名外科醫師、無黨籍政治人物。現任臺北市市長。國立臺灣大學醫學院臨床醫學研究所博士畢業，曾任臺大醫院急診部醫師、臺大醫院創傷醫學部主任、臺大醫學院教授，2014年宣布參選臺北市市長選舉，並以「在野大聯盟」為號召，同年當選臺北市第15任直轄市市長，成為臺北市改制直轄市後首位無黨籍市長。2018年，參選臺北市市長並成功連任。
https://youtu.be/ffIxQ27jUdQ?t=159
•首先媒體對柯市長太嚴格了
•常講英文的時候是為了開玩笑「柯式幽默」
•在這個影片當中他確實有看稿子
•and da today
•today (stress on the second syllable )
•medical (stress on first syllable)
•metary -- military
• problems cause by L1 interference
•從語音結構上來看，中文是一種「音節計時語言（syllable-timed language）及「聲調語言」（tone language），每個字由一個音節構成，唸起來各音節輕重相當且時間大致等長，而且每個字有自己的聲調；但英語是一種「重音計時語言」（stress-timed language）及「語調語言」(intonation language)，每個字的音節數不一，由各音節是否有重音來決定其輕重、長短與音階高低，而重音落於何處也會決定其語意之不同。
-campus.cavesbooks.com.tw
•One of the most noticeable features of English is that some of its syllables are strong while many others are weak” (Roach, 2000, p81). English stress pattern is manifested through syllable length, loudness and pitch. In other words, stressed syllables are longer, louder and higher pitched than unstressed ones. Sometimes one word that is stressed differently may have different grammatical functions and meanings, for example, the homographs “record” (verb) and “record” (noun). “Record” has the stress on second syllable when it is a verb, and it has stress on the first when it is a noun. The shift of the stress even makes a noticeable difference to the sound of the vowels, for instance, “e” in noun “REcord” is pronounced as /e/, but /ɪ/ in verb “reCORD”.
-http://ec-concord.ied.edu.hk
•coal values -- core values
•freedom, tolerance, rule of law
•用詞大致上是正確的雖然還是有字形上(word form)的問題
•expensive -- expense
•每個句子都很短，但還是有溝通的功能
•蠻多文法的問題
•個人認為是有知識和魅力的一位候選人
•聽他用英文演講一段時間真的有困擾，因為沒重音，很難辨識重點
•講話沒有太多語調和節奏，在英文發音裡面是一個非常重要的環節
•會導致聽者需要完全專注他每一個字才能辨識他在說什麼
•不覺得每一個政治人物都需要英文，有專業和可靠的翻譯輔助，就覺得不會是一種困擾
•英文是一種工具，多一種工具就多一種選擇，但這種工具用不好時也有可能會造成一些誤解
★★★★★★★★★★★★
在此提供我的「心智圖詞彙攻略」課程: https://bit.ly/2teELDq
英文學習專頁: https://www.facebook.com/ericsenglishlounge/
還有Howard老師《會走路的翻譯機，神級英文學習攻略本》的傳送門 http://bit.ly/2DfGrhH
★★★★★★★★★★★★
同時也再次感謝炙瞳夢 RED FILM幾位大導演和貓哥的友情協助，幫我們拍攝和剪接出如此精彩的影片!
★★★★★★★★★★★★
『ウガンダ大使館前「反同性愛法」反対抗議』
"Protest against the Anti-Homosexuality Law: Ugandan Embassy in Tokyo"
2014年6月26日（木）、東京都渋谷区のウガンダ大使館前で行われた、ウガンダの「反同性愛法」反対抗議の映像です。
A protest took place on June 26th on the Embassy of Uganda in Japan against the Anti-Homosexuality Law in Uganda.
- - - - - - - -
ウガンダ大使館宛 抗議文
Letter to Her Excellency Ambassador Betty Grace Akech -- Okullo,
大使さま
Your Excellency,
私たちは今日、ウガンダのムセヴェニ大統領によって法制化された反同性愛法のヘイトに対して抗議するため、ここに立っています。グローバルコミュニティの市民による世界的な抗議は、同性愛者を終身刑に処し、同性愛者を報告しなかった者を7年ものあいだ収監する同法が、まったく受け入れ難いものであることを明らかにしました。私たちは、市民の仲間として、ウガンダの人々と東京に住んでいることを心から喜んでおり、だからこそ、この非人間的な法制への抗議を続けなければならないのです。
We stand here today in protest against the Anti-Gay Hate Law enacted by the President Mseveni of Uganda. The protests worldwide by the citizens of global community have made clear that the law which sentences homosexual persons to life-in-prison and puts anyone who fails to report them in jail for 7 years is utterly inacceptable. It is precisely because we rejoice in having Ugandans among us in the citizenry of Tokyo that we must continue to protest this inhumane legislation.
ウガンダの外務大臣であるサム・クテサ氏が国連総会議長に任命された最近の出来事は、人間社会の基本原則の侵害を拒否する私たちの意思をいささかも減じるものではありません。この基本原則とは、ジェンダー、性的志向、人種、身体的能力、あるいは他の属性に関わらず、すべての人が有する尊厳に対する平等な尊重にほかなりません。これらの属性は、何人も変えることが出来ず、変えさせられるべきでもないものです。
The recent appointment of Mr. Sam Kutesa, the foreign minister of Uganda, to the president of the United Nations's General Assembly will in no way diminish our refusal to accept violation of the basic principles of humanity, which is respect for the equal dignity of all persons regardless of gender, sexual orientations, race, physical capacities and any other characteristics that a person cannot and should not be forced to change.
大使さまは、反同性愛法によってムセヴェニ大統領とサム・クテサ外務大臣が引き起こした世界的な憤りが、東京でも同様に強いことを、彼らに伝えてくださらなければなりません。そして、この法律が撤回されるまで、私たちの抗議が止むことも、私たちがウガンダの同性愛者の窮状を無視することもないという事実を、伝えてくださらなければなりません。
Your Excellency Ms. Ambassador, you must tell President Mseveni and Foreign Minister Sam Kutesa that the global outrage they have caused by the Anti-Gay Law is no less strong in Tokyo, and that our protest will not cease nor will we ignore the plight of gay people in Uganda until the law is repealed.
レインボープロテスターズ・ジャパン
Rainbow Protesters Japan
- - - - - - - -
撮影・編集：秋山理央（Video by Rio Akiyama）
機材：SONY HDR-PJ790V
秋山理央
http://twitter.com/RIO_AKIYAMA
http://rfourth.jp/demo/shushi.html
強大一些，要相信你自己。堅定一些，要相信自己的感覺。 Be strong, believe in who you are. Be strong, believe in what yo feel. ... <看更多>
Facebook Live is coming on strong in the video streaming market. ... authority除「權威性」之外還有「主管當局」的意思。 ... <看更多>
be strong意思 在 看板LoL - [情報] LCK最快明年實施工資帽 - 批踢踢實業坊 的推薦與評價
Future Of Salary Caps In League Of Legends Esports
According to sources close to the BLIX'S editorial team, the LCK is set to imple
ment a Salary Cap in the near future. Although the exact timing of the implement
ation cannot be confirmed, all indications point towards its full enforcement in
the LCK as early as 2024. Regardless, a Salary Cap will, without a doubt, be im
plemented in the LCK.
根據情報指出，各個跡象指明LCK最快將在明年引進工資帽
Similar salary regulations have been previously applied in other leagues, such a
s the LPL and its previously reported Salary Cap. This model is currently being
studied, and many similar measures are expected to be applied in the LCK.
LPL也已經實施工資帽制度
LCK會去參考
One of the rules currently under consideration is a provision that is similar to
the Franchise Tag system in other sports. It would force players to renew their
contracts if their team increases their salary by 25%. In such a scenario, play
ers cannot decline their team's proposal and must continue competing with them f
or an additional year.
其中一項目前正在討論的規則是
如果母隊給出的合約加薪幅度超過25%的話
那選手不能拒絕這合約
It should be noted that this rule is only a proposition that was previously disc
ussed and may not be ultimately implemented.
但這只是之前討論過的提議
不一定會真的放入最終規則內
Attempts were made to apply this salary cap in Korea before. In 2021, rumors eme
rged regarding the implementation of a salary cap in 2022, but the proposal did
not move forward. According to a past report by Upcomer, T1 stood as the "strong
est opposing voice" to the proposed new rule.
2021曾傳說LCK打算引進工資帽
但最終並沒有付諸實現（T1強力反對）
However, as of 2023, the rule has reportedly been approved, and progress is bein
g made.
但到了2023年，各隊都接受了工資帽
Something that BLIX.GG's sources can also confirm is that a significant number o
f high-level Korean players are starting to explore opportunities in the West or
seek representation from agents in the West.
情報也指出，多位LCK頂級選手開始會去考慮西方戰隊的報價了
Currently, the most significant case is what is happening with the European Regi
onal Leagues (ERLs). Although nothing has been decided yet, discussions are ongo
ing to explore the possibility of implementing a rule to set a maximum operation
al cost for esports organizations in some ERLs.
This option is being considered in various leagues, such as the LVP (Spanish lea
gue) and the LFL (French league), due to the shared concern about the current st
ate of esports. In addition to imposing a maximum operational cost per club, var
ious options are being studied to hopefully improve the economic situation, incl
uding format changes in the ERL.
此外歐洲地區聯賽也在討論要設支出上限了
https://reurl.cc/DAZlYR
25%那規則是啥鬼…
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 220.129.182.58 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/LoL/M.1685724218.A.BA6.html
沒看到整個規則
內文是寫不能拒絕戰隊的合約
※ 編輯: zxc906383 (220.129.182.58 臺灣), 06/03/2023 01:05:35
... <看更多>