🌻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.
lineup意思 在 [心得] cs常用用語解釋- 看板Steam - 批踢踢實業坊 的推薦與評價
https://schopper1234.pixnet.net/blog/post/30455232
剛在網路看到的 感覺蠻實用的
原來L不是左邊 是小巷子阿~
CS 一般可能會使用的用語解釋
基本用語：
SOC - 臺灣電子競技聯盟 Special Operation Command Electronic Sports
Professional League.，創辦人是777。
TP - Team Practice，團隊競技練習，通常指正式的比賽規則。
MIX - 亂組湊在一起，沒有訓練溝通來玩TP。
TK(FF) - 友軍傷害。
HS - 爆頭HeadShot。
RK - 找理由Reason King，臺灣人獨創的英文，文法很奇怪。
GG - 精采的戰鬥Good Game，也是指要結束、再見的意思。
HF - 輕鬆玩就好Have Fun。
GL - 祝大家幸運Good Luck。
GH - 打的很好的半場Good Half。
GJ - 幹得好Good Job！
NT - 下張地圖Next Map。
CH - 交換陣營玩Change。
RDY - 準備好了Ready。
BUG - CS的漏洞，使用BUG是絕對禁止的。
CHEAT - 也就是作弊的意思。
3D - 指開透視作弊程式。
AUTO - 自動瞄準作弊程式。
Frag - 指CS的殺人數計分板，字面也有kill的意思。
m5 - 指CS1.6進入遊戲按5隨機選陣營。
m6 - 指CS1.6進入遊戲按6進入觀察者。
身法 - 指個人的閃躲能力與走位換位能力。
單兵 - 指個人的一對一能力。
砲槍 - 開槍打不死人。
軟槍 - 因懼怕對手或身體疲憊導致殺不死人。
鼠墊熊(padbear) - 本店位於台北縣的電競用品專賣店，可線上購買。
硬派(inpad) - 本店位於台南的電競用品專賣店，可線上購買。
硬體相關：
FPS - 每秒面畫掃描的次數，最高值為100。
PIXEL - 螢幕解析度的像素，越高當然越細致800x600與1024x768就有差別了。
DPI - 滑鼠每移動一英吋的像素值，所以使用1600的DPI的滑鼠就不能使用800X600解析度
，會過於不穩。
指標加速(增強指標準確性) - 微軟針對大眾所增加的人工機制，會減少滑鼠大幅度移動
的力氣而幫鼠標加速，所以在遊戲中甩槍就不能造成1比1的移動，建議關掉。
垂直同步 - 顯卡為了將每FPS畫面銜接在一起顯示更自然，故會使用些微FPS暫存，而開
啟垂直同步FPS最高值就只能到達60。如果將垂直同步關掉的話畫質會稍微破，但是可讓
FPS達到100。
16bit - 解析度開16位元，煙霧會變成半透明狀態，在正式比賽是禁止的。
跳躍相關：
雙跳 - 如inferno雙疊閣樓，上方的人就必需使用雙跳才上的去，這要練到100%。
墊步 - 按住蹲瞬間放開，身體會彈起來一下，可用來看一些位置。
大跳 - 跳時在空中左右晃動準心，達到小幅度加速的效果。
超級跳 - 利用CS側跑不會減速的原理跳躍，要將跳設於滾輪成功率比較高，每個人都應
該要會一些基礎的超級跳，身法會比較好。
章魚跳 - 跳與蹲同時按達到在空中腳擺動的狀態，比較可以躲過狙擊槍，不過沒啥用處
。
小跳(小蹲跳、海神跳) - 滾輪蹲與鍵盤蹲配合節奏按，可將大跑的腳步聲消到最低，其
實用鍵盤蹲快速按兩下也做的到，且蹲設在滾輪在一些比賽中是禁止的。
伺服相關：
PW - 密碼Password。
SV(Server) - 一般伺服器。
RCON - 伺服器的管理指令。
LIVE - 正式開戰。
r3 - 重刷3次後開始遊戲，restartround 3。
lo3 - 喊三次LIVE正式開戰，Live On 3。
BOT(虛擬玩家) - 不時打BOT可以維持槍感。
LAN - 現場賽或區域網路連線。
DEMO - CS1.6的紀錄檔，要學好TP的習慣就是從DEMO中參考國外強隊的打法。
POV - 第一人稱視角。
HLTV - 全方位視角側錄，通常比賽會故意讓HLTV延遲一些時間達到比賽的公正性。
CONFIG - CS1.6使用者設定檔，副檔名為.cfg。
腳本 - 一些不建議使用或是禁止的特殊CS檔案或CONFIG。
地圖位置大略：
M(Medium) - 指中間大道。
R(Regroup) - 指集結點。
L(Alley) - 指巷子。
LONG - 指長道。
HOME - 指家。
戰術大略：
C4 - 任務用的C4炸彈。
CUT(拆包) - 拆炸彈用的剪刀。
補槍 - 幫忙隊友殺死敵人。
COVER - 掩護，幫忙隊友補槍或是執行戰術或任務。
PUSH - 往前推進，並攻破某個點。
RUSH(快攻) - 大跑衝破某點。
SLOW(慢攻) - 靜走消音慢攻。
WALK - 靜走。
破點 - 去攻破某點。
守點 - 在某點防守。
箭頭 - 當破點手帶頭破點。
CAMP(龜) - 龜在某點。
小槍局 - 開場第一回合全場拿小槍。
經濟局 - 需要ECO來存錢。
ECO - 念法如同Eagle，表示全場存錢不要買，或是全場出夜鷹。
大跑 - 不消音，故意露出腳步聲大跑。
回防 - 全體回到某個點防守。
轉點 - 執行任務遇到困難，或是故意騙對方，直接大跑到另外一個點去放炸彈。
佯攻(假攻) - 大跑至某點，騙到對方回防後，迅速回頭轉點。
報錢 - 回合開始或全體死亡時，使用隊伍頻道報自己有多少錢，3600元就說"36"。
彈點(放點) - 放包的區域。
秀位 - 秀出自己的位置吸引敵人注意，讓隊友補槍或是讓任務更順利完成。
架槍 - 死架某個位置觀看，又分明架與暗架。
明架 - 架在敵人進點會讓敵人看到的位置。
暗架 - 架在敵人進點看不到的死角，或是先躲在某點聽音再移出去。
雙架 - 雙人架某個位置觀看，通常架的位置必需同時看到敵人，一上一下居多。
三架 - 三人架某個位置觀看。
前架 - 架在某個點靠近衝突點的地方。
後架 - 退到彈點或是防衛邊線去遠架。
摸點(探點) - 毫無聲音、無聲無息的摸出去抓掉敵人。
丟彈相關：
FLASH - 閃光彈，又稱白彈。
SMOKE - 煙霧彈。
HE - 炸彈，又稱手雷。
炸點 - 集體炸某個點。
拉彈 - 先將彈按住不要放預瞄要丟的位置，等時機到直接放開丟出去。
反制彈 - 阻檔敵方進攻所要丟的閃光或炸彈。
背轉 - 預先轉過頭預防閃光。
塞煙霧 - 把某個點使用煙霧彈檔住。
半白 - 只被閃到一半，等於沒中閃光。
瞬閃 - 由遠處丟閃光，讓閃光落在要點瞬間爆開，在要點的敵人會來不及轉頭。要丟瞬
閃可與隊友相互配合幫丟。
高閃(高爆、空爆) - 閃光丟到天上爆開，閃的範圍較廣。
側閃 - 進攻某點將閃光丟在要出去的側邊，背對閃光瞬間移出去開槍，因為自己是背對
閃光的狀態所以自己只會半白，抓敵人轉頭躲閃光的時間殺掉敵人。
比賽相關：
WCG - 世界電子競技大賽WorldCyberGames，由韓國主辦。
ESWC - 電子競技世界杯ElectronicSportWorldCup，由法國主辦。
CPL - 電子競技職業聯賽CyberathleteProfessionalLeague，由美國主辦。
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