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

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

Distance is Not An Issue

“For though I am absent in the flesh, yet am I with you in the spirit, rejoicing and seeing your order, and the steadfastness of your faith in Christ.” (Colossians‬ ‭2:5‬ ‭WEB‬‬)

At that time, there was no Internet technology. There was no way to hop on a Zoom online conference call to speak to the churches. Instead, the apostle Paul saw visions of the churches in his spirit, and that is how he could see their order and steadfastness of faith. Having the Holy Spirit in us is like being connected to the Internet. We are connected to all the knowledge and power that God has.

Nowadays, the local church that I attend is not allowed to hold in-person church services due to government regulations. As a result, all services are held through online broadcast instead.

Although I miss sitting in the physical services, worshipping the Lord together with other believers, I believe that online services are no less powerful than in-person ones.

Many people are more comfortable with ‘the human touch’, such as receiving prayer in person, having a pastor to place his hand upon them while praying, but this physical contact is actually not absolutely necessary.

In His second miracle, Jesus demonstrated that the power of the Holy Spirit is not limited by distance.

“Jesus came therefore again to Cana of Galilee, where he made the water into wine. There was a certain nobleman whose son was sick at Capernaum. When he heard that Jesus had come out of Judea into Galilee, he went to him, and begged him that he would come down and heal his son, for he was at the point of death. Jesus therefore said to him, “Unless you see signs and wonders, you will in no way believe.” The nobleman said to him, “Sir, come down before my child dies.” Jesus said to him, “Go your way. Your son lives.” The man believed the word that Jesus spoke to him, and he went his way. As he was now going down, his servants met him and reported, saying “Your child lives!” So he inquired of them the hour when he began to get better. They said therefore to him, “Yesterday at the seventh hour, the fever left him.” So the father knew that it was at that hour in which Jesus said to him, “Your son lives.” He believed, as did his whole house. This is again the second sign that Jesus did, having come out of Judea into Galilee.” (John‬ ‭4:46-54‬ ‭WEB‬‬)

Jesus was in Cana, while the sick boy was in Capernaum. Just by speaking the words “your son lives” in faith, the power of the Holy Spirit healed the boy from a long distance away. Jesus did not have to lay hands on the child in order for him to be healed.

The nobleman initially thought that Jesus had to go to his house before the son could be healed. However, when Jesus released the words, “Go your way, your son lives,” the nobleman believed, and that was enough to receive the healing in proxy for his son.

We know that the nobleman believed because he met Jesus at the seventh hour (between 1 - 2pm). Cana and Capernaum are about 25 miles apart (about 6 - 8 hours walking distance) so if the nobleman set off immediately, he could be back home the same day at night to check on his son.

However, we see that the nobleman only spoke to his servant the next day. This means that the nobleman stayed at an inn or something for a night, and trusted that his son had been healed. If he had been unbelieving, he would have rushed home right away so as not to miss his son’s last moments, since he was “at the point of death”.

There are other long-distance healing miracles like this one, such as Jesus healing the Roman centurion’s servant, and Jesus healing the Syrophoenician woman’s demon-possessed daughter.

Continue to feed on the rhema word that God is releasing in season. Whether online or in-person, God’s power is still fully effective, and is not limited by the distance or channel.

As long as you hear or read, believing it, you shall experience the manifestation of the rhema word.

In the nobleman’s son’s case, the word in season was “your son lives”.

Earlier this year, I felt like I was coming down with a flu. I was sneezing repeatedly and my nose was dripping. I felt weak and irritable.

As I was praying in tongues and also asking Jesus to heal me and make me well, suddenly I heard these words in my spirit: “he grew strong through faith”.

Instantly, I knew that the Holy Spirit was talking about the apostle Paul’s description of Abraham in “Romans”.

“Yet, looking to the promise of God, he didn’t waver through unbelief, but grew strong through faith, giving glory to God, and being fully assured that what he had promised, he was also able to perform.” (Romans‬ ‭4:21‬ ‭WEB‬‬)

This was a rhema word for me to be healed. I grabbed it and repeatedly confessed and meditated on this, that I was growing strong through faith.

Abraham grew physically stronger through faith. He was already old and weak, but because he believed in the rhema word which God spoke to him, he and his wife Sarah experienced drastic youth renewal.

Their saggy skin, old internal organs, weak muscles, and dry bones were all renewed miraculously, allowing them to be fit for childbearing and even raising a child.

As I kept confessing “he didn’t consider the deadness of his own body, but he grew strong through faith,” I felt physically better and I did not sneeze or have runny nose anymore.

It was just a few words, but I emphasized on the “grew” and “strong”. Suddenly, each word was pregnant with life-giving power for my situation.

Faith comes through hearing the rhema word of Christ. What is He saying to you? As you are listening to a sermon video online, what is the key message or statement that jumps out at you and makes a strong impression in you heart? Sometimes the Lord whispers a verse or passage to you from within. Grab it and declare it for yourself because it carries the miracle-working power of God to turn your situation around!

Actionable Steps:

1. Get yourself plugged in to a ministry that preaches the Gospel. Listen to the new messages released by the pastor or preacher. If the Holy Spirit led you there, then you will benefit from believing the rhema words that is released through that ministry.

2. Train your mind to believe in the limitless reach of prayer. Pray for people who are far away from you, knowing that God will answer your prayers of faith, regardless of the distance between you and them.

3. When you receive a word in season (rhema word), write it down in your notebook or somewhere so that you do not forget. Revisit these words often and declare them, so long as you are still waiting for the manifestation.

- - -

This teaching is the 5th issue in my new Patreon Bible Study series called “The Way Forward: How to Thrive Amidst Change”. If you want to learn how you can still reign in life amidst lockdowns, strict regulations, and lots of bad news, join us as a “God Every Morning (GEM)” tier or above patron to receive it.

GEM patrons also receive daily devotionals by email, as well as all my eBooks! Become a patron on Patreon at this link: http://Patreon.com/miltongohblog

《Back to One》album track 3 - Walls and Bridges

When the world is disconnected, we can still always find each other somehow. That’s what friends are for. For my best friend @franciswongny

Walls and Bridges
(Music and lyrics: Chet Lam)

You never liked the walls of the classroom
We used to run around outside, the views from the bridges were always more beautiful
We knew the real obstacle in the world is ourselves not being brave enough
I remembered your determination
How you carried the fear and hope for the future

Waiting is always too long
Saying farewell is always too short
before we part, please give me some strength

I sincerely wish
That the world can see the kindness that I see in your eyes
When you fall down you’ll be okay in just a while
The waiting time between love would not get longer and longer
And you have strength to build bridge after bridge to get through the walls

Strange rapport, illogical longing for each other
Unharmful curse words, shameless bragging about ourselves
Who falls out of love again
We let each other be upset out of portion
Who has too much ambition
We tell each other the truths without holding back

I sincerely wish
That the world can see the kindness that I see in your eyes
When you fall down you’ll be okay in just a while
The waiting time between love would not get longer and longer
And you have strength to build bridge after bridge to get through the walls

Piano by @longchingg
Flutes by me

————————————-

《思源》專輯第三首：牆與橋

上次在紐約幾天朋友短聚，有人問我新專輯有沒有關於Francis的歌。我說：有一首咁多啦～～ 歌詞描述的細節當然有出入，感覺卻一樣。在世界斷了連接的時候，就靠音樂把我們連在一起吧。

牆與橋
（曲詞：林一峰）

我認識的你 從來不喜歡課室的牆
跟你到處跑 橋上看的風景更漂亮
世上真正的阻力 是自己不夠勇敢
我記得你的堅決 對未來恐懼也嚮往

等待永遠太長 道別永遠太短
東南西北四散之前 請給我一點力量

我衷心希望
世界可以看到我眼中你的善良
跌倒時 過一會你就無恙
距離下一次心跳不會越來越長
有力量 築起橋 翻過每道牆

莫名其妙的默契 不合邏輯的牽掛
無傷大雅的髒話 太不要臉的自誇
誰人又失戀了 就讓誰把傷心放大
誰人滿腹大計 有人會對他說真話

我衷心的希望
世界可以看到我眼中你的善良
跌倒時 過一會你就無恙
距離下一次心跳不會越來越長
有力量 築起橋 翻過每道牆

Link here: https://instabio.cc/BackToOne

#BackToOne #思源 #牆與橋

U always look perfect
I translated by myself;)
Twitter: https://twitter.com/Sh__gtm


I found a love for me
Darling just dive right in
And follow my lead
Well I found a girl beautiful and sweet
I never knew you were the someone waiting for me
'Cause we were just kids when we fell in love
Not knowing what it was
I will not give you up this time
But darling, just kiss me slow, your heart is all I own
And in your eyes you're holding mine
Baby, I'm dancing in the dark with you between my arms
Barefoot on the grass, listening to our favorite song
When you said you looked a mess, I whispered underneath my breath
But you heard it, darling, you look perfect tonight

Baby, I'm dancing in the dark, with you between my arms
Barefoot on the grass, listening to our favorite song
I have faith in what I see
Now I know I have met an angel in person
And she looks perfect
I don't deserve this
You look perfect tonight

[ 10年感情的道别 | Goodbye My 10 Years Relationship ]
10年真的不短，很遗憾无法一起走到最后。

求婚了，却早已错过应该发生的时间点。
面对瓶颈考验的爱情在挽救期中感性被理性打败了，写下句号。
我们分了。我们都很不舍，但确实分了。

很抱歉，令所有期待的家人朋友失望了。
这10年里她对我很好，无可挑剔；而我做不好的我全都承认，是我的理所当然及舒适心态导致了今天的所有，我诚心道歉。

对于一直关心我俩的亲朋好友，感恩过去所有的祝福，也谢谢这些年的见证。
对于曾煽动我们分手的朋友们，抱歉拖了那么久，往后不需煽动了。

我特别要感谢彼此的家人、爱我们的家人们。这些年让大家心中累计的担忧及不满实在不应该，让大家操心了，诚恳地鞠躬致歉。谢谢这些年的爱与包容，打从心里的感恩，谢谢。

在这里，至这位10年前为我化妆而邂逅的，10年来风雨不改以我为先的，让我在爱情里一夜长大的她 – Mey ，谢谢你一切付出、包容、体谅及信任，完整了我生活许多的缺失区块，也为我生命彩出了鲜艳的色彩。谢谢你总无条件地支持我每个决定，即使以世界为敌你还是站在我身旁。谢谢你无限的精神鼓励，让我即使在烂透的状态下也努力撑过去，因为我知道至少还有你这位铁粉的守候。万语千言在心中说不尽，我想你知道的。谢谢你，真心真心地谢谢你。正如我十年前为你写的歌 – “美丽意外“里的歌词，至今，我仍觉得遇见你是个美丽的意外，真的。

容我忍泪再次公开说，Mey, 我爱你。

面对10年感情的结束，难过是肯定的。
即使平时爱笑的我们，也为这次的句号流了好多公升的泪。但我们答应彼此会带着所有开心的记忆把对方放在心中一个特别的位置。换了身份，没了昵称，不管未来缘分如何，我们都会是彼此继续珍惜的那位。

最后，公开这首十年前写给她的歌，也是十年后我重新录制十周年版本向她求婚的作品。MV里记录了过去十年的精选画面，婚没求得成，但我们都认为这首歌是纪念这10年的最初；10年的最终，最佳的礼物，也要谢谢歌曲的幕后团队 ：佳旺 (金马旺) 的 编曲 / 制作 / 录音 /配唱 ，沁嘉 的 合音编写 / 合音 ， 文浩 的混音。他们是少数知道我求婚计划也期待着好消息的朋友。。。可惜让你们失望了，谢谢你们的一切付出与耐心，我都真心感激。

爱情其实只有你和我，但考虑到彼此有太多共同朋友，为了避免揣测还是决定做个交代。谢谢大家这十年的祝福。当你看到这贴文时我俩的脸书感情状态应该已经更新。

是很意外，连我俩都为这样的今天感到意外，如果是注定意外，至少让它是个 [美丽意外]，好吗？

爱要及时，记得好好珍惜依然在你身边的那位，衷心祝福大家。
缘起缘灭感恩一切，合十。

10 years, regret that we couldn’t make it till the end.

I proposed, but had missed the right timing to do it right.
After went through the consideration period, rational beat sentimental, it ended.
Yes, we broke up. It’s really hard to accept, but yes, we broke up.

Truly regret to all friends and families’ members who had expectation on us.For the past 10 years, she’s perfect. For all the wrong which I made, I’ll take all the blame. I’m truly sorry, for the relationship which I care so much.

To all friends who care about both of us throughout these 10 years, thanks for witnessing us.
To those who didn’t expect good ending, sorry for the long waiting.

I would like to specially thank both of our family’s members. I can understand all the worries and dissatisfactions throughout the years. Really shouldn’t allow those to happen. I Sincerely apologize. Sorry.

Hereby, I would like to thank her, the girl I crushed into when she did make up for me 10 years ago, the girl who always put me as priority for the past 10 years, the girl who used 10 years’ time to grew me up in the world of love – Mey , Thank you for everything, you completed a lot of my missing part in life and had brighten up my days with different colours. Thanks for always standing by my side although when the world disagree on me. Thanks for your bottomless mental support which let me went through lots of down time as I always know there’ll at least be a super fans forever, it’s you. As of now, I still feel like knowing you is 1 of the most beautiful accident in life, and you able to calmed me down whenever and wherever you were around. It’s more than words, I’m sure you knew it, thank you so much, sincerely.

Allow me to hold my tears and say this 1 more time openly, Mey, I love you, as always.

10 years long run coming to an end, for sure it’s really hurt and sad.
But we’ll promise to bring along all happy memories and place each other at a special point in our heart. You will always be a person that I care about.

Lastly, sharing out the song I wrote for her 10 years ago, and it’s being re-produced again into a 10th year anniversary version for my proposal purpose. The MV are made by all key moments we been through together. Although my proposal failed, but we do think it’s a best way to conclude and remember those 10 years, from the beginning to the end. Thanks to the song production team : Keon Chia (Golden Horse Award Winner 2020) for Music Arrangement, Produce, Recording, Vocal Guide. Thanks to Isabell Jia Jia for the background Vocal & Background Vocal Arrangement. Thanks to Haw Vee for the Mixing. They were the few who knew my proposal plan and awaiting the good news …. However, sorry to let you all down. Thanks to all the effort, it’s my honor to have you guys in this important journey and I deeply appreciate it in heart.

Love actually is just you & me, but we decided to explain about this to avoid any assumptions as we got too many mutual friends. Thanks to all lovely wishes for the past 10 years. When you see this post, I believe our relationship status on FB had changed.

Yes it’s really an accident to our relationship, even to ourselves. If it’s meant to be an accident, at least let it be a “Beautiful Accident”.

Always express your LOVE before too late and appreciate he/her who still together with you. Best wishes to everyone.

With Love, Sorry and Thanks.

#美丽意外 #BeautifulAccident #ThanksForEverything #LOVE

Music Production Team
美丽意外 (2020十周年版）
OP :Musictoxin Productions
SP: Universal Music Publishing Sdn. Bhd.
词Lyrics : Dickson蔡迪伸
曲Composer : Dickson蔡迪伸
编Arranged by : Keon Chia谢佳旺 @Burger Music Studio
制作Produced by : Keon Chia谢佳旺 / Dickson蔡迪伸
混音 Mixed by : Haw Vee魏文浩 @musicHaws Production
和音编写Back up vocal arranged by : Isabell潘沁珈
和音Back up vocal by : Isabell潘沁珈
录音室Recording Studio : Tutti Studio

✥ 第三屆《聲寶之星》冠軍、《台灣那麼旺》踢館成功
✥ 駐唱歌手、婚禮歌手、樂團合作、商演歌手、尾牙、春酒
✥ 工作邀約歡迎私訊 臉書/IG

日期：2020/6/26
地點：中壢 大江國際購物中心

歌名：Perfect
原唱：Ed Sheeran
作詞：Ed Sheeran
作曲：Ed Sheeran
翻唱：劉品謙
-
I found a love for me
Darling, just dive right in and follow my lead
I found a girl, beautiful and sweet
I never knew you were the someone waiting for me

'Cause we were just kids when we fell in love
Not knowing what it was
I will not give you up this time
But darling, just kiss me slow, your heart is all I own
And in your eyes you're holding mine

Baby, I'm dancing in the dark with you between my arms
Barefoot on the grass, listening to our favorite song
When you said you looked a mess, I whispered underneath my breath
But you heard it, darling, you look perfect tonight

I found a woman, stronger than anyone I know
She shares my dreams, I hope that someday I'll share her home
I found a love, to carry more than just my secrets

To carry love, to carry children of our own
We are still kids, but we're so in love
Fighting against all odds
I know we'll be alright this time
Darling, just hold my hand
Be my girl, I'll be your man
I see my future in your eyes

Baby, I'm dancing in the dark, with you between my arms
Barefoot on the grass, listening to our favorite song
When I saw you in that dress, looking so beautiful
I don't deserve this, darling, you look perfect tonight

Baby, I'm dancing in the dark, with you between my arms
Barefoot on the grass, listening to our favorite song
I have faith in what I see
Now I know I have met an angel in person
And she looks perfect

I don't deserve this
You look perfect tonight
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追蹤不錯過🔎🔎🔎
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