【哈密瓜與梅子】
嗯,希沙良沒在賣照片裡這東西,當然各位看了去找來喝哥也沒啥額外的好處,而且這張照很糊,根本看不出個所以然…不過,在此還是要提醒各位:《飲酒莫開車,開車莫飲酒》喔!
好,這個是最近和好朋友睽違好幾個月外出共飲所發現的,本來一向希沙良到居酒屋就是吃巧不吃飽,(啊要吃飽約在便當店不是更好?),來到一家初次到來的居酒屋,一定會先尋找特色菜,或者是店主的當日推薦,順便看看可不可以偷師。酒水部分亦同,都是會先看看店家有什麼特別的、以前沒見過的品項。這天在菜單上看到了一款哈密瓜梅酒,不顧好友的阻攔,也不管還有獺祭這種安全牌(家裡有的幹嘛要在外頭點啦!),就突然心血來潮想要點用,幸好結果一切All Right!
或許,大家也跟當天一路獨鐘SAPPORO柚香生啤的好友崔董一樣,會好奇哈密瓜+梅酒,這兩種東西加在一起會合嗎?(這麼說來,想到通常用於調酒裡頭那種綠綠的哈密瓜糖漿是真的化學味頗重,滿恐怖的呀!而且之前可是還有著蜜柑加梅酒變成永遠揮之不去的枇杷膏夢靨…笑),然實際喝起來哈密瓜果汁的風味濃,入口是天然哈密瓜的水果甜香,後味則是香甜梅酒的餘韻,8%的酒精濃度,簡單加點冰塊就很好喝。
好奇之餘跟店家借用原本的酒瓶研究,品名是「meromero北海道メロン」,回來上網一查,裡頭除了實際使用北海道哈密瓜果汁,還加入了熊本縣產的哈密瓜泥,同時結合了世界知名的北海道產,以及阿蘇火山下『湧水の里・七城』所育成的兩種哈密瓜,再以百香果汁、清酒、梅酒等調和而成,風味在濃郁又不至於過度甜膩的果香中,帶著獨特的瓜果類清爽口感。
酒標上的製造元是「小林酒造本店」…丟進維基百科中,出現北海道夕張郡栗山町小林酒造,以清酒「北の錦」而聞名;與之相關的還有小林本店,一樣以北海道為基礎,跨足石油、建設,以及外食等相關事業…咦?怎麼和酒標上的酒造登記地福岡縣不一樣啦!
繼續追查下去,福岡県糟屋郡宇美町確實有一家小林酒造本店,創業於寛政4年(1792年),以清酒「萬代」而在當地占有一席之地,這支めろめろ北海道メロン則是其另外的利口酒線,同系列另有香蕉口味的めろめろ門司港バナナ産品。系列名稱的めろめろ英文用的是MELLOW這個字,指的是果實成熟、豐美、柔和,亦可引申為人際關係之間的圓熟穩重,用於像這種與交往多年的好朋友共酌談心的場合,還真的算有給他搭到呢!
大家如果有機會可以入手的話,這支産品除了加冰塊或加蘇打水,聽說加入優格飲品中也很適合喔!@惠比寿 燒鳥酒場。#台北 #中山區
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《希沙良的部屋》部落格➡️kisara.fc2.net
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[PHOTO by 九色 崔峰豪]
#希沙良的部屋 #居酒屋 #串燒 #北海道哈密瓜梅酒 #利口酒 #柚香生啤 #中山國中站 #下埤頭
#meromero北海道メロン #フルーツ梅酒 #小林酒造本店 #メロン #リキュール #果実酒 #タイペイ #台湾
#MELLOWMELLOWmelon #melon #sake #plumwine #liqueur #izakaya #yakitori #instacool #taipei #taiwan #kisara #fallowme
同時也有123部Youtube影片,追蹤數超過24萬的網紅羅卡Rocca,也在其Youtube影片中提到,✔喜歡我的影片歡迎點個喜歡、分享一下,順手訂閱我的YouTube頻道吧! ✔IG在這邊: https://www.instagram.com/roccarocca45/ ✔粉絲專頁: https://www.facebook.com/Rocca45 ✔訂閱生活頻道: https://pse.is/3...
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。【六星逆行】
這是希沙良昨夜寫好大綱的文,本來想過幾天再發,誰知今天新聞就是一整個木逆大發威,打亂原本的採訪和用餐計畫…到底是要不要這麼準啦!各位好朋友月底開始更是一定要皮繃緊啊!
好,一年中某個「嗯…」的月份過了,不過大家還是不能掉以輕心,根據希沙良夜觀星辰,目前外側五星全都在逆行中啊…
原本最外側的三王星一年就都有一半的時間在逆行,加上距離遠影響較小,除非各位對星象已有相當研究與概念,可以作出細微的分析,不然希沙良這邊做簡單有效率的歸論,就是可暫時將之忽略。
往內側看,進入對運勢較大影響的五大行星,首先,主破滅的土星逆行倒不見得全是壞事,代表著挑戰,找到理想現實的平衡點自然就能夠有所轉機。
至於主精神及夢想的木星嘛…雖然訂定好的計畫容易有突發的小事件要多花心力,不過只要一步步腳踏實地,自然對目標達成就不會有大巨大的影響,切忌好高鶩遠,特別是不了解就亂投資喔!(話説這幾天抬頭,希沙良在南天看到的木星真的有種碧綠色的感覺,很美的哩!)
比較麻煩的是在9月27日開始,加入的新的行星同時六星逆行,這顆行星的加入逆行,將對交通、出遊加入更多不穩定的因子…,提到這裡,稍有點概念的朋友應該知道,這就是最令我等害怕的水逆啦!或許有人認為,水星逆行在社會上的影響不若火星加入逆行可能引致衝突嚴重,但水星逆行的影響範圍通常會發生在溝通、交通、旅遊、3C產品等上頭,小麻煩不斷其實更是令人心累,特別是對於從事需要大量面對客戶、3C重度依存的人們來說,今年一樣共有三次水逆,真的是一次次都很辛苦啊!
今年的第三次水星逆行發生在天秤座,時間是9月27號13:11開始,到10月18號23:17止。這段期間裡頭,包括人際關係、商業合作等可能都需要磨合,尤其是可能會面臨一些舊事重提的情況,需要更加小心應對。受到影響較巨的基本星座包括白羊、巨蟹,天秤、摩羯等(希沙良又中,唉),謹建議在水星逆行期間,最好不要冒然簽任何重大合約或文件,多花點時間研究清楚才不會中招。
以上是希沙良個人對於2021群星逆行星象的總結歸納,當然不替各位負任何責任,大家就等著看吧!呵
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順便趁機來介紹一下希沙良很喜歡使用的觀星APP「StarWalk2」,可以拿著實際觀測,了解天球中天體與星座的相應位置,甚至打開相機重疊實景與星圖,更加方便比對。APP內也有許多觀星新聞提供,有興趣的朋友可以搜尋下載,免費版就有不少功能,覺得好用的話還可在APP內進階購買,或直接購買完整版。(截圖來自APP「StarWalk2」)@希沙良的部屋。#台北 #某處
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《希沙良的部屋》部落格➡️kisara.fc2.net
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#希沙良的部屋 #星座 #星象 #占星 #六星逆行 #群星逆行 #行星逆行 #水逆 #木逆 #2021星座運勢 #APP推薦
#星占い #アスペクト #天体の逆行 #惑星 #水星逆行 #木星逆行 #台湾
#StarWalk2 #Astrology #Horoscopes #Retrograde #MercuryRetrograde #JupiterRetrograde #instacool #taiwan #kisara #fallowme
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🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
net推薦 在 羅卡Rocca Youtube 的最佳貼文
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雖然玩到現在才60幾級而已,不過當年的刺客玩到現在還是有種熟悉的感覺,就是到地獄有種真的進了地獄的感覺!唯一比較大的差別就是現在有兩個平台可以練這隻陷阱刺,到底玩起來如何?把等級練高了又推薦哪個平台呢?好啦!就來看看影片吧!
#暗黑破壞神II #獄火重生 #陷阱刺
✔上一部影片: https://youtu.be/wFCaVDr9A9E 生日禮物來囉!隔代升級iPhone卻從Pro退回mini的等級?iPhone13最便宜的機種體驗!
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net推薦 在 Lice萊斯 Youtube 的最佳貼文
萊斯專屬下載連結:https://app.adjust.com/zj7h07z
《Wildborn野境重生》是由Rock Square開發,So-Net代理的狩獵型多人共鬥動作角色扮演手機遊戲。總共有爆裂劍、劍極盾、雙刀、長矛、重型獵槍和衝擊鎚等六種武器。每把武器的手感差距甚遠,對於著重於和怪獸們進退應對見招拆招的遊戲來說,有沒有選到一把好的武器,會很嚴重影響遊戲體驗。你適合甚麼武器?來看看這片的心得分享吧!
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【各種社交平台】
最近DISCORD有起色:https://discord.gg/JCNbErN
Twitch 實況:http://www.twitch.tv/lice0424
臉書粉絲團:https://www.facebook.com/Lice0424/
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【# 特賣推薦影片】
Steam特賣不知道要買甚麼?遊戲荒沒遊戲玩?看這邊!
✈https://www.youtube.com/playlist?list=PLpVkxO-KqEaButYz52MMXQIvYygzOsy2M
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【播放清單推薦】
【實況日常&精華】:https://goo.gl/f6zVMu
【萊斯垃圾話】:https://goo.gl/GJyNP8
【萊斯聊Game】:https://goo.gl/RXus2
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【工作人員名單】
腳本 Script : Lice
拍攝 Cameraman : Lice
後製 Editor :Lice
封面 Cover :Lice
#野境重生 #聊Game #狩獵共鬥
net推薦 在 Moto7汽機車 Youtube 的最讚貼文
#KRV #傳動 #PTM傳動改裝
對於起步就想要輸贏、不想擠在車陣中的亞亞而言,目前KRV的設定並不能滿足她。經過網路查詢與車友的推薦,我們找到良輝動力來幫亞亞升級KRV,究竟能升級到什麼等級呢,讓亞亞帶我們一起來看看!
【Moto7團購優惠中!】
https://moto7.net/url/shopee
✔︎ 亞亞周邊
亞起來騎貼紙|https://moto7.net/url/shopebuy01
亞起來騎T-shirt|https://moto7.net/url/shopebuy02
✔︎ 騎士安全
PILOTA聯名手套|https://moto7.net/url/shopebuypilota1
春夏款防摔衣|https://moto7.net/url/shopebuyclothes
SBK 安全帽|https://moto7.net/url/shopebuy13
SBK 騎士防摔部品|https://moto7.net/url/shopebuy11
SBK防水防摔手套|https://moto7.net/url/shopebuy16
✔︎ 出遊神器
nAve藍芽胎壓偵測器|https://moto7.net/url/shopebuy15
FANGSTER 防水後座包|https://moto7.net/url/shopebuy14
A星多功能騎士腰包|https://moto7.net/url/shopebuy06
✔︎ MotoGP迷必備
錦標賽車收藏誌MotoGP™|https://moto7.net/url/shopebuy04
MM93 2021最新款 T恤 & 帽子|https://moto7.net/url/shopebuy09
KAWASAKI WSBK冬季測試 周邊|https://moto7.net/url/shopebuy10
【你也可以】
→訂閱我們|https://moto7.net/url/ytsub
→追蹤站長IG|https://www.instagram.com/moto7.tw/
→追蹤亞亞IG|https://www.instagram.com/moto7.yaya/
→關注Moto7粉專|https://www.facebook.com/MOTO7.net
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圖#Net紅標五折挖到寶&推薦平口內衣. 女孩. 2016年8月30日23:28. net的打折活動將近快一個月了 每次路過都會進去晃一圈最近去了net買了三次✌✌ 不得不說每次紅標 ... ... <看更多>