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前陣子的每日六六折書單，大概不對我口味，沒什麼推，只有昨天跟今天的，覺得想推！
今天這本，大脈絡來說，剛好跟我最近一陣子讀的一些談末短視近利應長期思考的書有關。
想當真正的贏家，不能只看眼前，不要殺雞取卵，不要為了一時的流量而打破底線或出賣人格基本尊嚴，要放眼看長遠，要有長勝心態。
我覺得這觀念很重要，當代文明已經為了搶短而付出太多昂貴代價，且常常光靠搶短也沒能贏到最後。
🌻
美國聯準會（Fed）在美東時間22日下午2時（台灣23日凌晨2時）宣布利率維持在趨近零的水準，但暗示升息可能會比預期來得快一些，同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示，這家社交媒體巨頭心知肚明，其平台會傷害用戶，而且是以該公司常常完全了解的方式造成傷害。目前，全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安：據《華爾街日報》報導，Facebook的內部研究顯示，在報告稱有過自殺念頭的青少年中當中，有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統，也就是內部系統中的VIP名單，數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統，即使發布明顯的不當內容，也不會立即被刪除。《衛報》報導，Facebook的獨立監督委員會表示，在閱讀該篇報導後，決定要審查XCheck系統，並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
Parkbus Got Me Here.
And you’ve gotten us to where we are today as a community and outdoor project.
(中文在下方）
ONLY 1 DAY LEFT!
On behalf of the whole Parkbus Taiwan team, we wanted to thank you for your trust, support and interest in our little project that encourages more people to get outdoors and improve access to nature in Taiwan. We also want to make sure that you were well taken care of on your trip.
So how was your experience with Parkbus Taiwan?
Whether your experience was great or not, we’d like to know so we can improve and develop a better experience for everyone.
Would you be willing to share your thoughts with us?
We’re asking our past guests to leave a review on Tripadvisor or Facebook or BOTH!
We’re showing our appreciation for guests who leave a review by September 15th by entering them into a draw to win two free tickets to an upcoming Parkbus Taiwan trip*!
1) Leave us a review on ONE of the sites above and you’ll receive 1 entry into the draw!
2) Leave us a review on BOTH SITES above and you’ll receive 5 entries into the draw!
3) When you left a review, take a screenshot of your review and send us an email with your full name to [email protected]
What do you think? Interested in supporting a small business? We appreciate you!!
TripAdvisor: https://www.tripadvisor.ca/Attraction_Review-g293913-d21507905-Reviews-Parkbus_Taiwan_s_Ride_to_Get_Outside-Taipei.html
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Parkbus Taiwan 團隊感謝您對我們的信任和支持，我們希望可以鼓勵更多的人安全又開心地到戶外活動，未來更將更致力於改善台灣的自然環境。
現在我們想請您協助 Parkbus Taiwan 變得更好，不論您對參與我們旅程的回憶是好是壞，我們希望您可以在 Tripadvisor 或 Facebook 上分享對 Parkbus Taiwan 的任何想法跟建議。
9月15日前有在 Tripadvisor 或 Facebook 的朋友們，您將有機會得到兩張未來 Parkbus Taiwan 之旅的免費門票*，規則如下：
1) 在 Tripadvisor 或 Facebook 其中一個平台上留下評論的朋友將收到 1 次的抽獎機會
2) 在兩個平台留下評論的話將會收到 5 次的抽獎機會
3) 當您留下評論時，請將評論截圖並發送電子郵件至 [email protected]
這些評論不只是協助 Parkbus Taiwan 持續改善下去的建議，更是鼓勵我們對台灣的環境和永續生態旅遊領域繼續努力下去的動力，一起到 Tripadvisor 或 Facebook 下評論吧。
TripAdvisor網站：
https://www.tripadvisor.ca/Attraction_Review-g293913-d21507905-Reviews-Parkbus_Taiwan_s_Ride_to_Get_Outside-Taipei.html
#J能量 的首支個人翻唱影片上线啦！
24小時 錄 & 拍 & 剪好！超級熱血！?
来看看Jeii碰姐的中文版翻唱 #Selpink #Icecream #BLACKPINK #SelenaGomez 還過關嗎?
Pong Pong Solo Project competition for the month of August has begun! ? #Jeiisitive first song cover video is finally up! The video is cooked within 24 hours! Do you like her chinese Version？
Last month, Jeii won the competition. Who will win this month? ? Stream our videos and decide who takes the crown!
八月份的 #碰碰单飞不解散企划 比赛开始了！ ?
上个月碰姐在单飞企划中获得了胜利，那这个月的赢家又会是谁呢？? 影片刷起来！赢家由你们决定！靠你们了~??
《碰碰单飞不解散》企划规则?
1. 碰碰工作室提供碰姐碰弟各一个RM 1,000 的碰碰心愿银行。这个储蓄最终将会是各自单飞企划的作品预算。
2. 每周，碰姐与碰弟轮流在碰碰YouTube频道上载各自的内容。
3. 积分规则：《碰碰单飞不解散》比赛采用积分制。
4. 一个观看次数=1分。一个点赞=10分。
5. 每个月末，导演组将会统计双方所有影片累积的分数来决定胜负。
6. 赢家的心愿银行会被奖励RM 1,000，为赢家个人未来发展用途。
7. 输家需要掏出心愿银行的储蓄，联系一位碰碰车（粉丝）完成他的心愿。
6. 比赛的最终，胜出最多次的一方，碰碰工作室将会提供ta一个衣食住行全包之旅！
【Credits 鳴謝 】
Video Editor | Gaston @ Pong2ent
Subtitles | Gaston @ Pong2ent
Music Engineer | 我的敵人碰弟哈哈哈哈
Producer | 碰碰
Videographer | Amanda Onn & BeeJia @ Pong2ent
Styling | Hairdo | Makeup | Talent | All Bao Ka Liao By 碰姐
訂閱【碰碰】Subscribe to PongPong：
https://goo.gl/nsZaJ7
想要關注私人動態? 請追蹤我們Follow Us!
FACEBOOK:
https://www.facebook.com/pongpongofficial
https://www.facebook.com/gastonpong
https://www.facebook.com/jieyipongmusic
INSTAGRAM:
https://www.instagram.com/gastonpong/
https://www.instagram.com/jeii_pong/
https://www.instagram.com/pongpongofficial
【6IXTY8IGHT NEW STORE OPENING】
Head over to 6IXTY8IGHT new store at Jem in Singapore on June 1st!
【How to win the Giveaway Contest?】
STEP1: Follow @6IXTY8IGHT68 on Instagram
STEP 2: Subscribe TiffwithMi YouTube Channel
STEP 3: Answer the following question in the comment below:
“What is the must-buy item for your summer haul? And why?”
STEP 4: Leave your Instagram username in the comment below for us to contact the winners!
*Winners will be selected with the best answer based on creativity.
*Giveaway starts from today to 11:59 pm, 23 May, 2019
*Participants must be a Singapore resident.
6IXTY8IGHT Website: http://bit.ly/1904tiffwithmi_68Websit...
6IXTY8IGHT Facebook: @6IXTY8IGHT68SG
6IXTY8IGHT Address: http://bit.ly/1904TiffwithMi_68Store_SG
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We are a pair of sisters from Singapore and we post a video on YouTube every week! :D
我们是来自新加坡的姐妹花，每周都会发视频哦～ 我们的视频，都会尽量加上中文字幕，方便大家都理解，所以记得订阅支持我们
GET TO KNOW US BETTER AT:
Tiffanie - http://instagram.com/iamtiffanie
Michy - http://Instagram.com/iammichy
FACEBOOK PAGE - https://www.facebook.com/TiffWithMi/
Collaborations/Advertising - tiffwithmi@gmail.com
遊戲網址:http://www.gamesgames.com/game/princess-rivalry
These two #princesses have a crush on the same #boy. Uh-oh! Which one of them is #destined to become his #girlfriend in this wild online #game for girls? Give both of the princesses some great fashion advice while they chose outfits, accessories, and cool hairstyles that could help them win his heart.
#玩具 #SunnyYummy的玩具箱 感謝大家的觀賞. 請訂閱我們的頻道和粉絲專頁的讚呦.
Sunny Yummy 的頻道
https://www.youtube.com/SunnyYummyLinToys
粉絲專頁
https://www.facebook.com/SunnyYummyToyPlay/
Here's how to write toys in other languages: juegos, juguetes, giocattoli, spielwaren, brinquedos, carrinhos, spielsachen, leker, spielzeug, jouets, speelgoed, 玩具,leksaker, खिलौने, игрушки, đồ chơi, oyuncaklar, zabawki, bréagáin, Παιχνίδια, トイズ, ġugarelli, hračky, іграшки, hračky, legetøj, 장난감.
來這裡感受陽光美味的玩具姐妹淘跟大家一起玩玩具我們的類型有
迪士尼 , 培樂多 , 出奇蛋 ,海綿寶寶, 汽車總動員 , 玩具總動員, 粉紅豬小妹, 冰雪奇緣 , 星際大戰 , 樂高, 小公主蘇菲亞 , 蛋黃哥 , 小小兵 ,波力救援小隊 ,迷你MIMI ,TOMICA.
Hello everyone ~
If you like to see us buy toys., Please subscribe to our channel .
New toy hand whenever you filmed for everyone to see .
WIN中文 在-PTT/DCARD討論與高評價商品，提供EDWIN 中直筒、WINDOWS 10、WIN10 迷你電腦在露天、蝦皮優惠價格，找WIN中文相關商品就來飛比. ... <看更多>
實用口語英文』- Win-win 兩個贏是什麼意思? 沒錯！就是我們中文所謂的「#雙贏」，有些句子裡你也會看到“win-win situation”，舉凡在一般生活、人際 ... ... <看更多>
for the win中文 在 WIN中文-PTT/DCARD討論與高評價網拍商品-2021年10月 的推薦與評價
WIN中文 在-PTT/DCARD討論與高評價商品，提供EDWIN 中直筒、WINDOWS 10、WIN10 迷你電腦在露天、蝦皮優惠價格，找WIN中文相關商品就來飛比. ... <看更多>