關於 i am doing you意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

【我親愛的Zoom視訊客人們】
To My Dear Zoom Clients

我忍了真的⋯⋯真的⋯⋯很久，今天過後實在忍無可忍，一定要叮嚀所有過去和未來的客人們。

我年紀很大了，受不了太大的刺激。

拜託，你們可以Zoom好來嗎？😓😑

一、Zoom視訊的視角 = 拍護照照的視角

護照自2020年起就已成為古董，但大家這一生應該有拍過證件照吧！

對了，就是要頭髮整齊，讓我看到你的雙耳、雙眼、鼻子、嘴巴、頸項和肩膀，到胸部。

我批八字時，需要看整個面相。不要讓你一半的臉掉出鏡頭外，這樣很像鍾無艷，也不要嘴巴不見掉，這樣我很像在跟一條羅漢魚視訊。

我看面相包括看你的嘴巴、牙齒和說話時的嘴形。是的，看相就是需要那麼仔細。

如果你的螢幕太低，那就找書本或舊報紙，把螢幕墊高一點。別讓我整一個小時半只看到你的雙下巴，會把你的面相比例給看錯。

不要一直告訴我不好意思，方法是人想出來的。

•

二、光線

太暗，我看你如見鬼。
太亮，我會看不清你的膚色。
拉開窗簾，不要背向陽光。
有必要的話，就直接開燈！

•

三、勿放什麼椰樹沙灘/金門大橋的虛擬背景圖

什麼虛擬背景圖都不要放啦～

我的家美最重要，我不在乎你的家美不美，我只是來看命的。

如果你的Wi-Fi不是很強，電腦功能不是很厲害，這類的虛擬背景圖會讓你的視訊畫面卡卡的。

有時你轉個身，整個右邊不見了，或部份的頭髮少了，讓我覺得我好像在看恐怖片，嚇人啊～

•

四、環境和聲音

有些海外客人其實非常用心。為了與我視訊，特別去買有麥克風的耳機🎧，讓我能更清楚的聽到他們的聲音。😍

沒有使用耳機和麥克風的客人，往往他們的聲音會有種空氣般的回音，如果他們本身講話又小聲，我的耳機聲量開滿，我還是聽得滿辛苦的

也有香港和馬來西亞客人租過會議室、鐘點房間或單人工作室，就是為了不受家人的干擾，能安心的與我視訊。😍

最有趣的是，去年新加坡阻斷措施時，有位男客人跑到屋外的走廊坐在地上與我視訊。只是外頭風聲有點大，我好幾次都聽不清楚他的聲音。

曾有客人在咖啡廳與我視訊。咖啡廳裡的高談闊論聲和器皿的敲擊聲，頻頻從我的耳機闖進我的耳朵，哇～我的耳朵那時真的是活受罪，還要裝一副氣定神閒的樣子。

天啊，兩次過後，我寧願退錢，也不再見這樣的客人了。耳朵只有一對，我要保護好啊！

在這裡聲明：一般我們買手機時的那種有麥克風的耳機，就已能視訊。沒有戴耳機和麥克風的客人，我一概會拒絕諮詢，把費用原銀奉還。

五、孩子

曾試過諮詢的前20分鐘，一直被女客人的小孩打擾，進來哭著要媽媽主持公道。

如果你家中有六歲以下的兒童，會時不時來敲你的門，我建議你還是先別約我。你這樣會分心，無法聽好我交代的事，而我也得一直等你去安撫你的孩子，就無法在限定時間內看完你的八字，這樣對誰都不公平。

六、我只見客人一人

這個規矩，從我一出道就定下來，也清楚的寫在網站上，根本不用一而再的來試探水溫。

但這兩個星期，還是有客人硬闖關，事先安排自己的配偶/孩子坐在電腦的另一面，要他們聽我講他的八字。

我從不改我的規矩，也沒有八字或風水是我非看不可的。

讀書這麼高，連自己的命都不能自己負責，這已經不是能改到命的人了。

你一定要你的配偶陪你聽，那你需要的不是我來教你改命，是你的配偶來安你的心。

將來若還有這樣的事，我會直接中斷視訊，把錢退回去。

七、「我第一次用Zoom！」

可是從報名那天到今天的諮詢，你有兩個月的時間去摸索。

兩個月，怎麼還是錯誤百出？因為客人根本沒有事先準備和練習。

結果我就這樣等了20分鐘，還得等對方下載軟件。

Zoom不難使用，但如果是你沒有花時間去摸索，就不要撒謊，直接說，我就直接退現錢。

品德是改命的資糧，不要為了自己能脫身就隨便編一個漏洞百出的謊，還說自己是好人。這...不會臉皮太厚了嗎？

小事都不願做好，絕對不會成大器。

八、暈車

有些客人用Ipad或手機來視訊。

重點是，他一支手拿著手機，一支手拿筆寫筆記。他一邊寫，另一支手就一邊搖晃。他做在床上，移動一下，手機就彷彿大海嘯幾下🌊

我一天如果見三個這樣客人，我的視線就搖晃了5個小時。工作完畢後，頭也會痛得厲害，無法完成晚上製片的工作。

沒有自拍器三腳架，也應該有些書本或東西來頂著手機。

各位，多點善心，為我著想一下吧⋯⋯

__________________________

To My Dear Zoom Clients

I have been enduring it for a really really long time. That's it! I am gonna put a stop to this after today and send out this reminder to all my past and future clients.

I am getting on in years, and cannot stand too much stimulation.

Please.... can you guys do a proper Zoom?

Number 1: Going on screen in Zoom = Taking a photograph for your passport.

Since 2020, the passport has become something of an antique but I believe everyone has taken some kind of ID photos! Yes, the ones with your neatly combed trusses where I can see both your ears, nose, mouth, neck, shoulder all the way to your chest.

I would like to see your full face during the Bazi Consultation. Please don't allow half your face to fall off the screen and you end up looking like Zhong Wu Yan! Please also don't hide your mouth making me feel like I am talking to a Arrowana.

When I analyze your facial features, it includes your mouth, teeth and the shape of your mouth while you are talking. Yes, it is down to such level of details.

If your PC / Laptop monitor is too low, please find a book or old newspapers and stack it on top. Please don't let me only see your double chin for that 1.5 hours, as I would probably get the proportion of your face wrong.

Don't keep telling me you are apologetic. Think of a way out.

Number 2: The background lighting.

Too dark, you risk looking like a ghost.

Too bright, I cannot figure out your skin color.

Draw open the curtains, but don't face your back to the sunlight.

If necessary, just turn on the lights!

Number 3: Background images of coconut trees on sandy beaches or the Golden Gate Bridge.

There is no need to put on a virtual background. I only care about how my hone looks, I am not bothered by yours. I am only here to see your Bazi.

If your WIFI signal or your PC / Laptop performance is poor, using the virtual background can often make your Zoom video choppy. Sometimes when you turn your body, one side of your body or some part of your hair will disappear. It's really like one of those spooky movies scaring the wits out of me.

•

Number 4: Background environment and noise.

Some of my overseas clients really put in effort for our Zoom sessions. They bought a headset with a mic so that I can hear them properly and vice versa.

Those that did not use a earphone or a headset often sounded echo-ish, and if they spoke softly, I would have to turn on the volume on my side full throttle and still have a hard time trying to hear them.

There are some clients from Hong Kong and Malaysia who would rent meeting rooms, hotel rooms or private work spaces by the hour so as to reduce any disturbance from others and better focus on the Zoom session with me.

I recalled an interesting incident during the Circuit Breaker last year. A client from Singapore Zoom-ed with me along the corridor outside his house. Most of the time, I was hearing the howling of the winds rather than his voice.

Some clients sat themselves in coffee places for our session. These places are often filled with loud chatters and the clanging of cups and plates, and my ears suffered terribly. Yet, I have to continue to be seen as composed and attentive.

Goodness me, after 2 of such experiences, I decided that I rather refund these clients and never see them again. I have only 1 pair of ears and I want to protect them at all costs!

A normal earpiece that comes with the purchase of a handphone is good enough for Zoom video calls. For clients who do not have a earpiece/headset and a mic, I would end the consultation and refund the monies.

•

Number 5: Children

There was once where a session with a female client was repeatedly disrupted by her kids, running in crying for their mother to settle their quarrels. If you have children below 6 years of age, and likely to interrupt our session, I suggest you don't book a consultation with me.

You will be distracted, unable to focus on my advice and I have to wait for you to clear up the situation with your children, eating into the allowable time for me to complete the consultation. This is unfair to both you and me.

•

Number 6: I only meet one person, that is the Client.

I have set this requirement the day I stepped into this line of work, and it is clearly written in my booking form. There is no need to try your luck under any circumstances.

But in the space of 2 weeks, there were some clients who rode their luck and got their spouse / child to sit on the other side of the screen to listen in on our consultation.

I never change my stance, and there is no single client that I cannot afford to lose.

If you insist to have your spouse sit in, it is apparent that you do not need me to help transform your destiny. Rather you really need your spouse to put your heart at ease.

If such things happen the next time, I will end the session immediately and refund the fees.

•

Number 7: "My first time using Zoom"

But you have 2 full months to prepare before our actual consultation. You did not end up wasting time exploring the software and I wasted 20 mins waiting for you to download the software.

Zoom is an easy software to use but if you did not spend the time to familiarize yourself with it, please quit the lies and tell me directly. I will refund the consultation fees on the spot.

Our moral ethics serve as the foundation for our transformation. Stop weaving web of lies to get out of sticky situations, and still claim that you are a good person. Isn't this too thick-skinned?

•

Number 8: Giddy spells

Some clients use Ipad or their handphones for the Zoom session. Crucially, they hold the device with one hand, and take notes with the other. As they write, the other hand holding the phone becomes shaky. If he is doing that on his bed, his handphone would shake like a tsunami wave every time he changes his position.

If I see 3 such clients within a day, it would be 5 hours of shaking visuals for me. That would mean a splitting headache at the end of my work day, and not being able to work on my videos at night.

Even if you don't have a tripod stand, at least prop up the device with a book or something.

Please everyone, please be kind and have mercy on me......

【盧斯達：拜登版「王者不治夷狄」】

拜登在民間論政會透露自己跟習近平通話部份內容，但他講得很含糊，坊間就不免忖測其「真正意思」。拜登政府是否親中，看人事和實際行為，似乎一半一半。不過他透露的內容，就充滿了傳統政客千錘百鍊的縮骨和滑頭。

我們暫時知道拜登政府的對華專家小組成員，據說皆鷹派色彩強；美國海軍也突入了東亞海域示威，澳日印美的軍隊似乎會有更多合作，將「印太」慢慢變成一個實質圍堵機制。拜登也據報取消了孔子學院的禁令，雖然這在川普任內亦是姿態多於具體，但取消了姿態似乎亦是向中國示好。川普設定的對中關稅，現時美國還是蕭規曹隨。以上複雜但又似乎矛盾的動態，顯示美國硬的更硬，軟的更軟，但主要思路還是因糧於友，用盟國牽制中國，但自己不會主動帶頭衝突，去爭取時間恢復國力。

所以在口頭上他對中國大展媚態，但收線之後又對美國人說，如果美國還不行動，午餐就會被中國吃掉。中國政府聽到，內裡可能都在暗罵拜登包藏禍心。

川普時常被罵獨裁法西斯，但他的外交行為可謂唐吉訶德，他不管國際體統，一心推動美國謀求自己利益，撕破所有關於民主人權國際合作的意識形態畫皮，赤裸道出國際合作取決於純粹利益，意識形態只是事後文飾，持重商而孤立的一國主義。

美國帶頭去令世界關係重置，固然是最快最有效，但美國的菁英肯定會覺得，衝突的成本由美國先付，衝突的結果卻是未知，紅利是正數還是負數都不知。美國的傳統是據大洋天險的自我孤立，到其他地方出現衝突並膠著時，最後出兵清場並建立戰後霸權。一戰和二戰都如此。知道日本有擴張野心，但先祭出石油禁運，引你打才總反擊。

美國菁英不是不明白中國在爭霸主地位，但他們縮骨慣，不願意先消耗自己，而是願意先消耗其他國家的力量，謀求自己做補尾刀的幸運兒。所以他們現在說要重建盟幫，其實是動員令。法國馬克龍主張歐洲不要成為這場消耗戰的先頭部隊，便是跟美國合作幾十年來的經驗總結。

向中國發放了甚麼訊息

那麼說到拜登和習近平談了甚麼，首先拜登感覺良好地展示自己對中國理解深入，他的意思似乎是，自己明白中國人經歷清末衰亂，中國領導人必須符合大一統、富國強兵的歷史責任，所以在新疆等地的行為，只是作為中國領導者必須符合的文化規範；而美國的文化規範則是要講民主自由人權，他作為美國總統就是要說這些話，中國其實不必 take it personal. You are doing your job and i am doing mine. 拜登不清不楚言論的媚處，在於釋放一種領導者之間惺惺相惜的 bromance。我了解你作為中國領導人有必須作的惡，但我批評你也是因為國民如此需求，我們各為其主，但我們是哥兒們，內心有默契，不要把我針對中國的言行當真。

這就是拜登談話的真實版本。

而拜登對所謂文化規範的看法，其實就是進步地區流毒千里的後現代道德相對主義。本來西方是很絕對的，民主自由制高於專權集中制，善與惡、光明與黑暗，分明不已，但現在則充斥著「西方也有西方的壞」、「東方也有東方的好」的相對論。拜登則表示，中國權力之下發生的事，只是根據其獨特苦難歷史而建構的文化規範下的自然之物。因為清朝分裂衰弱，所以現代中國要不惜一切維護主權統一和控制國家，拜登表示他充分理解。他的解話是，作為美國人他不能接受侵犯人權，但其他文化體系怎樣做，他都會尊重。

如果你說川普說話好難聽，卻不覺得拜登的說話難聽，那純粹只是你遍見太深。拜登這段話其實「白人至上」到不得了，道德和善惡是相對的，所謂惡只是沒有高低的不同文化，而保護人權也基本上是民主自由國家的西方文化，並不普世。有人吃飯，有人吃屎，恐怕就是文化多元和 diversity。當然你亂來會有代價 (但他不會說是何種代價，由誰執行)，但他會對「其他做法」保持尊重。他說自己明白事情是如此，但不會說支持或反對，可謂滑不溜手。

古老的帝國主義者認為自己的文明最高，所以會透過殖民和侵略去散播文明，但新時代的帝國主義者不是消失了而是變得更隱藏和聰明，他們假借文化多元就是好、要尊重小數或後發展文明的表面善意，站在世界領袖的位置卻宣稱會對世界袖手旁觀。一個國家經常是袖手旁觀的，如果沒有利益可以交換，就不會有人幫助你，此乃世之常經，但川普那種袖手旁觀是商人式的，他就等於告訴你這議程不關乎美國的利益，你說他無情，他也認的，並大條道理承認美國不承擔世界帝國的統治義務，只服務美國人。

拜登型的假進步白男卻是先擺出一個關心全世界廣結善緣的模樣，要了世界帝國的名號，讓全世界的民主小清新傾心服化做外圍啦啦隊，但實際上一樣是錙銖必計，抱著用盟友包圍借力打力而自己補刀的權謀，把這種更川普更功利的放任包裝成對異質文明的「同情理解」。如此看來，其實拜登本人更加美國優先——「惠此中國，以綏四方」。

民主人權從「價值」降為「文化」

當然一個國家的具體政策多數不會跟領袖本人的世界觀完全一致，甚至可能相反，但拜習對話透露出來的世界觀，便是如此。美國回來了，美國傳統政治的食利和黑暗一面也有望恢復。川普最「大逆不道」之處是他竟然露出美國的真身去打，貿易戰便落得毀譽參半的結果。

北宋時的宋人對東亞的國際形勢逐漸感到大壓力，已經維持不了全域的霸權，特別是遼朝非常強大，所以北宋的一些理論就變得非常拜登。例如蘇軾寫過《王者不治夷狄論》：

論曰：夷狄不可以中國之治治也。
譬若禽獸然，求其大治，必至於大亂。
先王知其然，是故以不治治之。
治之以不治者，乃所以深治之也。
《春秋》書「公會戎於潛」。
何休曰：「王者不治夷狄。
錄戎來者不拒，去者不追也。」

拜登的想法就是「不治夷狄」，除非硬實力已經輾壓對方，否則只會維持鬥而不破，不希望主動演變東方，不會強行輸入秩序往東方，以此交心，換取你不要來演變我，大家挨時間、磨爛席、共繁榮。來者不拒，去者不追，如果強行教化，只會疲斃中國 (美國)。這是非常現實的保本策略，不求險進，但求守成，十分正路，但明顯不是民主人士期待的那套「普世價值」。

時人常說「民主在退潮」，有些西方民主學者基本上就把川普視為引致民主退潮的兇手，其實民主主義者多數已失去了過去的理想，民主人權本身是「絕對價值」，但「價值」現今已下降為「文化」，文化卻是因時因地因人因俗而不同的，便變成了相對主義，自然有一些地方是「文化上不需要人權」。

加上西方多國國力下降、內部問題叢生，民主當然是退潮，因為坐享和平的人類變得聰明，變得自保，不會犧牲甚麼去換取理念傳播到普天下去。在西方之外當然還有很多人爭取自己的民主自由人權，不過他們跟現在的西方其實沒甚麼傳承關係。

禮失求諸野，最熱切爭取著民主和自強的是 the rest of the world，盎格魯撒克遜文明早已肥得漏油，家大業大，就要現實，不需要對人權那麼認真。反正權利和自由不會外送到來，拜登的花言巧語其實也是對 rest of the world 老實殘酷的身教，我的回歸正常，不是你的禮物。你要爭取正常，要自己爭取。

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★Thank you for watching!★

Unfortunately I have a few favor to ask you all, due to lack of my foreign language skills.
Please try to leave your comments, including your name, in Japanese even if you don’t have the software to write in Japanese. Please acquire the necessary software to write in Japanese before leaving a comment. I try to communicate with everyone who is watching, however I cannot read or speak any other language besides Japanese. Some Japanese viewers are helping me to translate your comments or even answering your questions behalf of me but they cannot do all the time. I am so sorry. I am doing the best I can to communicate with you. If I didn’t read your name or comments, would you be kind enough accepting my apology? I am not ignoring you. I just don’t know how to say it in your language.
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★Thank you for watching!★

Unfortunately I have a few favor to ask you all, due to lack of my foreign language skills.
Please try to leave your comments, including your name, in Japanese even if you don’t have the software to write in Japanese. Please acquire the necessary software to write in Japanese before leaving a comment. I try to communicate with everyone who is watching, however I cannot read or speak any other language besides Japanese. Some Japanese viewers are helping me to translate your comments or even answering your questions behalf of me but they cannot do all the time. I am so sorry. I am doing the best I can to communicate with you. If I didn’t read your name or comments, would you be kind enough accepting my apology? I am not ignoring you. I just don’t know how to say it in your language.
I am greatly appreciate you for watching my live streaming.



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・集会所は私が合図(コメントで合図)を出したら入ってね♪
・私のPTは回数制限なし！でも一緒に行ってない人優先で★
　足並み揃えます！クエ貼り主は私が決めます！
・再入室はOK！連戦の方でも入りたい人どうぞ★
・救難募集✖、救難参加✖、放置×、一人クエ出発なし。
　一時停止マーク見つけ次第キックします
　意思疎通が取れないと判断した場合も抜けてもらいます
・3乙ドンマイ言っていきましょ★
□～本日のクエスト～□
～ミラボレアス～
※本日は初見さんでも参加しやすくなるようにするため
　開幕は隠れみの装衣を使って開幕大砲を行います！
装備を用意してない方or間違えて翼竜捕まちゃったかたは
開幕はキャンプ待機or翼竜につかまっててくださいm(_ _"m)
落ちちゃった場合や間違えた場合もあるので
コメント欄では言わない事



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□メイン集会所□
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☆ライブを見てくれる方へのルール☆
◎ウィルス関連の話題はNG
・PS４フレンドの募集はしていません。
・下ネタ、暴言、不快な発言、売名行為、宣伝行為NG
・他の配信者さんの名前は伏せ時でお願いします
・当チャンネル内の画像、動画等
　YouTubeに無断転載および複製行為はお控えください。

△こんなコメントは読まれないかも△
・日記系報告系→心の中で読んでます（´・ω・｀）
・私の知らないゲームの内容
・自慢系ネタバレ系→それぞれ価値観違うんよ～
・身内ネタ
・話の流れが止まるコメ→読みずらい
・私のすっとぼけで読めてない→結構あります（´・ω・｀）




★Thank you for watching!★

Unfortunately I have a few favor to ask you all, due to lack of my foreign language skills.
Please try to leave your comments, including your name, in Japanese even if you don’t have the software to write in Japanese. Please acquire the necessary software to write in Japanese before leaving a comment. I try to communicate with everyone who is watching, however I cannot read or speak any other language besides Japanese. Some Japanese viewers are helping me to translate your comments or even answering your questions behalf of me but they cannot do all the time. I am so sorry. I am doing the best I can to communicate with you. If I didn’t read your name or comments, would you be kind enough accepting my apology? I am not ignoring you. I just don’t know how to say it in your language.
I am greatly appreciate you for watching my live streaming.



【MHWIB】モンハン動画再生リスト
https://www.youtube.com/watch?v=SwD2e...

こまりまゆげTwitterはこちらから☆
https://twitter.com/komarimayuge12



☆こまりまゆげのチャンネル登録はコチラから！☆
　https://www.youtube.com/channel/UCOGt...

●こまクラ！サバイバル生活☆再生リスト
　https://www.youtube.com/playlist?list...

●BO4再生リスト
　https://www.youtube.com/watch?v=T6PWt...
●【BO4】初心者がキルレ0.5から1.2目指す！
　https://www.youtube.com/watch?v=LUsOy...
●【フォートナイト】史上最低最悪?!スクワッドでチートが現れた！！
　https://www.youtube.com/watch?v=X5E0G...
●【バイオハザード：RE2】
　https://www.youtube.com/watch?v=N3Cw1...





#モンハン,#ライブ,＃MHWI,
#女性実況,＃アイスボーン,

Support the stream: https://streamlabs.com/こまりまゆげ