戴口罩的好處? 防病毒&招桃花?
最近去Walmart買菜, 總會遇到一位在那邊工作的白人. 第一次他跟我聊天, 只以為他純粹是應公司要求要對顧客有禮貌. 第二次跟我聊天, 我覺得這人挺熱情的. 昨天去買菜, 他又來跟我說話, 聊到一半他說了這句"台灣是不是很多漂亮的女人(beautiful women)"後, 我就覺得自己是不是被搭訕了😅 這位先生你馬幫幫忙, 這三次我都戴著口罩你還能看得出我的姿色. 不過我本來對美國人的眼光也沒甚麼信心就是😅
(P.S. 美國人很明顯地鬆懈下來了.......最近去Walmart, 戴口罩的人變少了)
Anyways. 下面是這周的無言亂語.
[Roku公司介紹文]
謝謝股感. 這其實是我臨別股感的文章之一. https://www.stockfeel.com.tw/author/Catherine/
[本周熱門股: Spotify(SPOT)]
馬斯克曾在他節目呼麻！Spotify花1億美元簽下這位播客，他憑什麼？
https://www.businessweekly.com.tw/international/blog/3002565
最近在漲是這個原因: Podcasts featuring Batman, Wonder Woman and Superman will soon stream on Spotify as the Swedish music streaming company has signed a deal with AT&T Inc's Warner Bros and DC Entertainment. 美國人就很愛英雄系列就是. 現在可以用"聽"的.
[好文分享]
Coronavirus was the perfect storm for tech innovation, and this fund manager made out
https://www.marketwatch.com/story/coronavirus-was-the-perfect-storm-for-tech-innovation-and-this-fund-manager-made-out-2020-06-11?siteid=yhoof2&yptr=yahoo
[趨勢1]
你有沒有行動支付相關個股? 沒有的話, maybe it's not too late.
"Based on Census data, U.S. online retail sales accelerated for the fourth consecutive month to 31% year-over-year growth in May," said Mahaney. "In our view, consumer buying patterns have changed permanently."
[趨勢2]
‘Nothing typical about this year’s political ad market’: As crises continue forecasts predict higher than ever political ad spending
https://digiday.com/marketing/nothing-typical-about-this-years-political-ad-market-as-crises-continue-forecasts-predict-higher-than-ever-political-ad-spending/
[趨勢3]
Live commerce — think QVC meets TikTok — is booming in China as influencers are converting billions of dollars worth of sales. An Andreessen Horowitz partner explains why the US could be next.
https://www.businessinsider.com/live-commerce-china-influencers-taobao-instagram-facebook-us-tiktok-2020-6
[趨勢4]
(From Adobe 財報)
•Q: (from Bernstein)這季Document Cloud and Sign(做電子文件與簽名)業務表現很強勁, 你們提到COVID-19是個tailwind. 可否提一下未來的發展呢?
A: I think the new normal is going to be people working in remote locations, engaging more digitally, making sure that digitization continues to be a really important phenomenon. So I think as it relates to the document, as, Mark, we have been excited about it. (略) We think that these will just continue to be secular tailwind trends that we will benefit from. (略) And so the document business has always been a growth, it just accelerated (加速) and we think that that’s a trend that will be durable(持續的).
[策略]
交友 App 做到年收 345 億！市場正夯，為什麼 Tinder 卻急著要轉型？
https://www.bnext.com.tw/article/58118/the-second-wave-of-tinder
[投資心得]
股價會不會漲, and會漲多少, 要看有沒有題材. 如果沒有題材, 有些股不會一下子漲那麼多. 要去找題材, 就要去注意新聞, 然後think ahead. 如果題材是在自己的能力圈範圍內, 也會比較敏感.
[讀書摘要: 股票上漲的原理]
https://makingsenseofusastocks.blogspot.com/2020/06/the-big-money-common-sense-is-way-to-go.html
研究成長股, 也就是要研究公司的strategy, 還有產業的趨勢. 如果高層看的&想的不遠, 那不會反應在策略&戰術上, 也就無法持久, 那投資人也就會在股價大跌的時候, 賣掉個股, 而不會加碼或是繼續抱住. 這也是, 投資人要當"業主"的原因--不是為了成為公司的股東, 而是更要設身(CEO)處地去想.
而且成長公司做的決策更多, 決策後的結果也不是一時會出來, 所以如果會去判斷, 可能會有幫助。
[美國人的戴口罩情結]
https://www.marketwatch.com/story/why-do-so-many-americans-refuse-to-wear-face-masks-it-may-have-nothing-to-do-with-politics-2020-06-16
[工具箱]
對資安有興趣, 或是有甚麼問題, 可以參加這個群組.
https://www.facebook.com/groups/cybernetworking/
[佳句分享]
心理學家Phil McGraw: 別人看待你的方式, 是你教他們的.
Picture: 今天花園綻放的牡丹(peony)
