🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
同時也有1部Youtube影片,追蹤數超過5,640的網紅鍾翔宇 Xiangyu,也在其Youtube影片中提到,我們平常接觸的有關朝鮮的訊息是怎麼來的呢?可以看看這紀錄片: https://www.youtube.com/watch?v=eclCfjP7hLM 關於朝鮮戰爭內幕: https://bit.ly/2I9WzU3 臉書專頁: https://www.facebook.com/ComradeXi...
「humanity definition」的推薦目錄:
humanity definition 在 Gucci Facebook 的最佳解答
Inside Gucci’s exhibition ‘No Space, Just a Place. Eterotopia’, held at the Daelim Museum in Seoul. Propelled by Creative Director Alessandro Michele’s meditations on society, the exhibition proposes a new definition of what an “other space” might be: a place to build a different, desirable future with new ways for humans to relate to each other and to their surroundings. Every project is thematically tied to the idea of the alternative spaces as a utopian place in which to set new empowering narratives, dwelling on the understanding of otherness, the exploration of minoritarian identities and queer politics. The acknowledgment of the moment of great uncertainty that humanity is currently experiencing now furtherly encourages reflections on alternative modes of being and consuming in relation to one’s environment. Curated by Myriam Ben Salah—recently appointed Executive Director and Chief Curator of the Renaissance Society at the University of Chicago—the exhibit features independent and alternative art spaces as well as international artists’ works including Martine Syms’ video installation ‘Notes on Gesture’ (image 1), Olivia Erlanger’s ‘Ida, Ida, Ida!’ (image 2), Kang Seung Lee’s wallpaper installation ‘Covers (QueerArch)’ and Meriem Bennani’s ‘Party on the CAPS’ (Image 4). Set up by Archivio Personale, the exhibit will run until July 12, 2020.
humanity definition 在 AppWorks Facebook 的最讚貼文
[Is There Such a Thing As Founder Syndrome?: Testing a New Idea for Entrepreneurship]
As a lover of language, I often will obsess and delight in a phrase or a word that I think offers unique insight into humanity or experience.
Language can sometimes open up doors into understanding, not simply because a definition is precise, or taken literally. Used in an inventive way, you can see the world differently and perhaps understand something for its unique traits.
I find this to be the case with understanding and learning about founders. Founders tend to break the mold, as we say, but we tend to see them -- I say "we" meaning the general VC and startups ecosystem -- through a really traditional business lens, contrary to how unique they are.
In fact, I am not so sure you can see a founder's traits through a business lens, because what founders do is much different than simply running a business. I think you have to creatively see them in a new way.
This idea struck me deeply while I was in Japan, where I was relaxing with a memoir about the late neurologist Dr. Oliver Sacks, while my colleagues skied and snowboarded on a cloud-covered mountain in the snow. Sacks died in 2015, but spent a career curing neurological diseases by taking a unique approach.
I came across the word "syndrome."
It has a nice ring to it, but first, the context.
First of all, Sacks is famous for a medical experiment that "unlocked" patients who were frozen in a kind of living coma situation. You may have seen this in a movie called "Awakenings."
These patients would be frozen in a state of hibernation, awake, but not able to move. Sacks came up with the idea of dosing them with a chemical called L-DOPA, and the results were extraordinary. Almost overnight, these "vegetables," as he empathetically described him in his memoir, awakened. In one case, Sacks took a red ball he kept in his pocket and threw it at a seemingly unmovable patient, who immediately snapped to and caught the ball, threw it back, and then resumed his catatonic state.
Sacks was also something of an eccentric, who was notorious for doing things that probably a normal sane person would never do.
For example, as a medical intern in California, he once drank a vial of blood, washing it down with a glass of milk, simply because he felt compelled to understand what it tasted like. A lover of motorcycles, he quite recklessly "stepped off," as he put it, his bike traveling at 80mph, just to see what would happen. What happened? A few bruises and a torn leather jacket and pants. But nothing horrible.
In certain circles, he is still considered to be notorious and misunderstood. But his view of diagnoses centered on finding the "syndrome," and treating the syndrome as a kind of identity.
And here is our word of the day!
I am not suggesting that founders are sick people. I am saying that they are different, because they present a type of syndrome that other humans do not possess.
Syndrome, in the Greek etymology, means "a running together."
Often we look at disease as this kind of failure of the system. Something has invaded. Something has harmed the corpus of the human. But Sacks looked at syndrome issues quite literally as a grouping of things that made the patient unique.
Instead of instantly diagnosing and medicating neurological patients, he would sit and talk to them for hours, trying to understand the unique syndrome of their identity.
In one instance, he talked for four hours to a raving manic dementia patient, later concluding that there was something "inherently human about that identity in there."
Can the same be done with founders? Do they present a syndrome of entrepreneurship?
What are the characteristics of this founder syndrome?
I won't spend this whole post describing my idea, but I think a central and core attribute of a Founder Syndrome is that the discomfort that founders experience with reality is also the impetus and the catalyst that moves them to "solve" reality with their own attributes.
This syndrome manifests itself in an overarching belief that they can change the world. They are somewhat delusional and even maniacal in their approach to reality solutions. The world doesn't work for them, and rather than mire themselves in depression and disappointment in it, their syndrome rather creatively enables them to, in an expansive way, impact the lives of other people, and create things that shift reality.
Steve Jobs once said that you can only understand your journey by looking backwards, and connecting the dots after you have completed them. This is quite symptomatic of a founder syndrome.
There are no dots to connect, until you make them. A consciousness that sees the world for what it can be can seem to some like crazy talk. Just look at Elon Musk. For how long has he heard that his ideas are stupid, crazy, not worth the paper they are printed on?
Or Nikola Tesla, who died in poverty, not being believed?
Or Marie Curie, who obsessively hunted down invisible radioactivity, which killed her, but without whom we would not be able to treat cancer, or plausibly have nuclear energy?
All of these people have something of the Founder Syndrome, an ability to see what is not seen by others, and to manifest it into reality, creating incredulity until the new reality is undeniable.
Are you suffering from a syndrome, friend? If you would like to be part of our accelerator and invent what has not existed before, and if you would like to be around other unique people like you, track our application process at https://appworks.tw/accelerator
Our next cohort will start in the summer.
We would be glad to take your application when they launch later in the year. We will be accepting founders working in AI and Blockchain.
Doug Crets
Communications Master, AppWorks
Photo by Franck V. on Unsplash
humanity definition 在 鍾翔宇 Xiangyu Youtube 的最佳貼文
我們平常接觸的有關朝鮮的訊息是怎麼來的呢?可以看看這紀錄片: https://www.youtube.com/watch?v=eclCfjP7hLM
關於朝鮮戰爭內幕: https://bit.ly/2I9WzU3
臉書專頁: https://www.facebook.com/ComradeXiangyu
專訪: https://blow.streetvoice.com/41873
編曲: Ransom-Notes https://soundcloud.com/ransom-notes
作詞、混音:鍾翔宇
母帶後期製作工程: Glenn Schick
Follow Xiangyu on Twitter https://instagram.com/notXiangyu
Follow Ransom-Notes on Twitter https://twitter.com/ransom1992
有些人會說:「如果朝鮮不是獨裁國家的話,為什麼不給外國旅客自由行呢?為什麼大部分電腦都沒連上境外的互聯網呢?」我希望那些人從不同的角度來思考這些問題。二戰期間的同盟國會開放自己的國家給德國、意大利和日本觀光客自由行嗎?別忘了,朝鮮戰爭只有停火,沒有停戰。
假如互聯網是在 1930 年代的德國發明的,而非 20 世紀下半葉的美國,而德國情報機構能暗中監督和控制一切連上該網路的任何設備(正如斯諾登透露美國國安局所做的那樣),同盟國會讓一般老百姓連上同個互聯網嗎?還是他們會跟朝鮮一樣建設自己的網路?
朝鮮是個小國家。雖然它從 1953 年一直呼籲正式停戰,但它從 1950 年到現在一直與大部分西方國家處於戰爭狀態。只要戰爭狀態不變,這些政策不是「反自由」的,而是任何理性的政府(無論是資本主義國家還是社會主義國家)會施行的防禦性措施。
誰是朋友?誰是敵人?
Who are our friends? Who are our enemies?
我們能否 追究這個問題而不自欺欺人
Can we look into this question without lying to ourselves?
誰的盟友?誰的利潤?
Whose allies? Whose profits?
是誰激於義憤而爭鬥和犧牲
Whose struggle and sacrifice are stirred by righteous indignation?
1.
饒舌的激進份子 被說是憤世
The radical rapper is said to be cynical.
我只想引人深思 和去偽存實
I just want to get people to think, cast aside falsities, and retain the truths,
因為從小到大有太多虛偽人士
because througout our lives, too many hypocrites
灌輸錯誤認識 使人愚昧無知
have instilled false understandings, causing us to ignorantly
地無視 顯而易見 的壓迫和暴行
disregard the clearly visible oppression and atrocities,
使人固執己見 而失去批判思考力
causing us to stubbornly cling to our own opinions and lose our ability to think critically.
一旦遇到陌生的意見 認知就失調
When we encounter unfamiliar opinions, we experience cognitive dissonance.
變本加厲地延伸原本的錯誤視角
Doubling down on our mistaken views
成為了心理防禦機制 也使我們無意識地
has become a psychological defense mechanism which causes us to unknowingly
成為壓迫自己的體制的棋子
become pawns of the system that oppresses us
即使我們自以為自己是正義的義士
although we think of ourselves as just and morally courageous people,
但其實是我們迷失於斷章取義的歷史
it is actually us who are lost in deliberately misinterpreted history.
而敵視 並歧視 被壓迫的各國人民
We vilify and discriminate against the oppressed peoples of all countries;
自以為仁義 卻把壓迫者 奉若神明
we think we are righteous, yet we deify the oppressors.
不分明侵略和防禦只要求無條件的和平
We don't differentiate between aggression and defense, we simply ask for unprincipled peace,
得到奴隸主的肯定不過不被他們尊敬
gaining the approval of slave masters but not their respect.
2.
監禁率最高的國家被當作自由象徵
The country with the highest incarceration rate is considered to be a symbol of freedom;
最常推翻民選政府的它被當作摯友良朋
we call it our friend as it leads in overthrowing democratically elected governments.
我們只有盲人摸象般稱頌或貶斥
We make praises and criticisms based on conclusions made from bad information,
偏執地不檢視騙子掩飾的現實
stubbornly refusing to investigate the truths hidden by liars.
別人飢餓 我們說是領導人無人性
When others starve, we say their leaders are devoid of humanity
卻不記得制裁的目的 是經過餓死人民
while failing to remember that the goal of sanctions is to sabotage stability
破壞穩定 以迫使 革命群眾 放棄革命
through starvation in order to extort the revolutionary masses into giving up revolution.
如果這不是恐怖主義 那麼你的定義可能有問題
If this isn't terrorism, then your definition might be flawed.
我問你 唯一動用核武器的到底是誰?
I ask you, who is the only one to have used nuclear weapons?
為何朝鮮發展核武就被認為是罪?
Why is it considered a crime when (DPR) Korea develops nukes?
誰的奴性思維被支配得顛倒是非
Whose slave mentality's been been dominated to the point where right and wrong are inverted,
使我們把自衛視為威脅 把威脅視為慈悲?
having us believe defense is threatening and threats are benevolent?
是誰不知不覺地在重複戈培爾所起草
Who unknowingly repeats lies written by Goebbels
的流言蜚語的同時說別人被洗腦
while at the same time calling others brainwashed,
並對用著堅如鐵的毅力英勇地起義
while unreasonably being hostile towards those who use their iron-firm willpower
驅逐侵略者的人民無理地壞有敵意?
to heroically drive out aggressors through rebellion?
#朝鮮 #DPRK #Korea
![post-title](https://i.ytimg.com/vi/kEBoxrDqhZE/hqdefault.jpg)
humanity definition 在 Words matter: a definition of humanity | Nicole Dewandre 的推薦與評價
In order to stay human, we need to rethink at what it means to be human. Rationality that was so useful in Modern Times might not be as ... ... <看更多>