下面是 Amazon 在1997上市第一年 Bezos 寫給股東的信的最重要一段,在說 Amazon 的長期投資策略,而這封信在往後每年的年報中都有附錄
1.聚焦長期,不理 Wall Street 對短期盈利的反應
2.妥善且數字化的投資管理,停損不好的投資、加碼好的投資
3.若機率足夠大下,大膽而非膽小的決策
4.在最大化GAAP 與 Cash Flow考量下,選擇後者
5.與股東分享重大決策,由你來評估我們是否做出利於長期的決定
6.節省、再節省,尤其對於虧損公司
7.在成長與長期獲利能力和資本管理下取得平衡。但此刻,我們選擇成長,因我們相信規模在我們的 Business model 裡是重要的
8.人才!給員工 Stock option 而非 Cash。 我們的成功將奠基於是否能吸引以及留住人才,而且這些員工必須,事實上也是,以所有者的角度來思考
同時也有2部Youtube影片,追蹤數超過626的網紅Bradley說故事,也在其Youtube影片中提到,我非更看好第四季的加密貨幣, 這個視頻中,我們討論到了與 Twitter 整合比特幣閃電支付系統、Taproot Upgrade、比特幣智能合約、比特幣ETF、Stock-to-Flow Model等等。 本視頻中提到:Strike、Jack Mallers、Twitter、閃電支付、薩爾瓦多、L...
stock flow model 在 雷尼 Rainey Facebook 的最讚貼文
Harley Davison's V-Rod was originated in Y2K. It's design was initiated in 1992, however it was in 1999 did V-Rod prototype first reveal to the public and hit the market in 2000. Because of the Revolution Twin Cam Liquid-cooled and Perimeter Frame, it was being criticized by diehard Harley Davidson fans,referring it to unorthodox and deviated creature from the Harley Davison classic design. However Harley Davidson couldn't stick to the old fashion conservative design forever, they have to expand the younger market, otherwise they will be eliminated due to the aging and shrinking mainstream market population.
The selling numbers of V-Rod was just average in the beginning because of inexpensive but excellent quality Japanese rivals. However there were no similar muscle bike product line among Japanese manufacturers. Consequently, V-Rod stimulate several Japanese bike company to revolutionize their design concept, such as the Honda VTX1800 F-type, Yamaha Warrior 1700c.c, Kawasaki Meanstreak 1600c.c and at last the Suzuki M109R 1800c.c. In 2006, V-Rod was amazed by the charismatic 240mm wide tire of the uprising M109R, so Harley Davison remodel V-Rod the next year.
Not only did it upgrade to the 240mm wide body frame but also enhance its power train from 1130c.c to 1250c.c. The wide body 2007 version V-Rod did show a substantial progress in sales numbers. Together with Night Rod model adding to the lineup and an exterior modification of V-Rod in 2009, which renamed as V-Rod Muscle (abbreviation as VRSCF), that all significantly boosted the VRSC in sales. The Revolution Twin Cam on hindsight is an imperative design, for if this bike couldn't reflect substantial profit for the company, then there is no way Harley Davidson would continue to expend its ''Street'' , '' wide body series '', ''Night Rod'' , "Muscle" lineup ..,etc.
I am originally a Suzuki M109R owner, and it was after I understand the origin of M109R that I purchased V-Rod and Night Rod Special for research purposes. At last, I couldn't help but fall for this bike. The fallowing articles are focused on how exactly did I modify my Night Rod Special.
Speaking of Harley V-Rod aftermarket kits, the most popular one is the NLC in Germany. If you buy and apply the whole NLC package on the bike, it would definitely looks awesome. However in my country Taiwan, there are only a dozen V-Rods, all of which that has modified their bike happens to be using the NLC package. I wish my bike to look extraordinary. The secret for the success of NLC is its vanguard design which makes the bike a more muscle and violent look.
Is there a way to make V-Rod less mean but add a little more classic fusing with a more modern design? That is what REVO-CYCLES are trying to accomplish. In terms of grips, we used Alern Ness VICTORY series from the USA and we used REVO headlight to create a sharper look in the front end. The highlight of V-Rod is the Front Fender, Air Box and Rear Fender; these are the parts from Germany which is customizing to fit 300 mm wide tires. However, because of this situation, we have to design the specific seats in order to fit all the settings.
The front and rear discs and 300 mm wide tire kit are all made by HOGPRO USA. Their quality is exceptional good and exquisite. Basically, at this point the fundamental structure has been completed. As shown in the pictures, the Air Box is in a classic water drop shape, with short rear fenders, it conveys a concise and forceful design language. Collocating with vintage feel customize paint; the entire charm has completely differentiate from the original V-Rod.
Additionally, another important design is our custom made 6 inch tilted both side muffler which could bring out the inner violent within this Night-Rod. Especially with the 300 mm wide tire in the middle and the 6 inch dual muffler on both side, it is a very dramatically dynamic design. The trickiest problem when modifying VRSC is to hide all those cables. We didn't hide those cables within the back of the Air Box like other stores, but we minimized the size and hid them all under the seat. Naturally, we have used the COBRA Fi2000R CVT together with high flow air filter in terms of the exhaust system. This could enhance the entire acceleration performance to be even better than the stock settings. The other detail parts were all ordered from Harley Davidson accessory to add up its classic taste. VRSC series has been one of our favorite muscle bikes; I particularly love the engine, which is no way inferior to the Ducati V-twin.
stock flow model 在 貓的成長美股異想世界 Facebook 的最讚貼文
[成長股: Pandora]
前兩天看書, 聽到了Trollbeads的故事, 直覺讓我想起了Pandora. 書中描述, 每個小珠飾對主要消費者(女性)來說, 背後都可以有個故事. 這也是女性對這種小珠珠飾品很難有抗拒力的原因. Pandora在過去幾年的業績, 遠遠超越Tiffany. 在亞洲也很紅, 歐洲也準備再開店擴展.
數個月前就已注意到這家公司的股票, 但僅是觀望. 看了書後, 查了一下股價, 已經漲了將近30%......Pandora是家丹麥公司, 有上市. 在美國股市可以用ADR買到(代號: PNDZY, 不過量很小. 有股友建議直接去哥本哈根的市場直接購買) . 在Yahoo Finance! 上的代號是Pandora A/S (Pandora.co). Pandora的官方網站上有英文的年報可供閱讀. 下面這篇短文是來自前幾天的Barron's:
MEANWHILE, PANDORA, which designs and manufactures hand-finished and contemporary jewelry, has high margins, strong cash flow, and lots of potential avenues for growth, says Shergill. The share price. he says, offers “growth at an attractive valuation.” Pandora’s shares closed Thursday at 849.50 Danish kroner ($127.30), down 2.6% in 2016 but up 37% over the past 52 weeks. It trades for 14.4 times forecast 2017 earnings of DKK58.82 a share, up 21% from the DKK48.62 projected for this year. Pandora also has ADRs ( PNDZY ) that closed Thursday at $31.64.
Pandora is enjoying phenomenal growth. Revenues are projected at more than DKK19 billion this year, up from DKK16.74 billion last year. In 2012, revenues were just DKK6.65 billion. Glostrup-based Pandora anticipates its network of 9,500 points of sale, including 1,600 concept stores, will account for one-third of that growth. Expansion, including 250 more concept stores, mostly in Europe, is expected to contribute the remainder. Shergill also sees potential in new markets, from collaborations with other companies, new products and online. “The company keeps on delivering,” he says.
Analysts share his enthusiasm. Of 12 analysts that follow the stock, all but one has a target price at DKK1,000 or more. A consensus target price of DKK1,077.50 suggests more than 25% upside, which makes Pandora a real gem.
同時, Pandora Taiwan也請了一位知名的攝影師與他的模特兒太太在台灣拍了一些宣傳照. 這裡是英文相關文章. 我也附上了幕後花絮短片. 大家可以看看美麗的model與台灣風光.
http://city543.com/taipei/2016/04/15/murad-osmann-natalia-nataly-zakharova-follow-me-to-taiwan-instagram/
stock flow model 在 Bradley說故事 Youtube 的精選貼文
我非更看好第四季的加密貨幣, 這個視頻中,我們討論到了與 Twitter 整合比特幣閃電支付系統、Taproot Upgrade、比特幣智能合約、比特幣ETF、Stock-to-Flow Model等等。
本視頻中提到:Strike、Jack Mallers、Twitter、閃電支付、薩爾瓦多、Legal Tender、Western Union西聯匯款、Taproot Upgrade、比特幣智能合約、比特幣ETF、Stock-to-Flow Model、Plan B
時間軸:
0:00 Twitter閃電支付
2:19 薩爾瓦多
4:34 Taproot升級
5:12 比特幣ETF
5:44 第四季數據
6:03 Stock-to-Flow Model
6:56 結語
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訂閱以追蹤更多加密貨幣影片:
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CREDITS: Video in the beginning by Jack Mallers
https://youtu.be/fckmC8W6yF8
CREDITS: Content inspired by JRNY Crypto
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⚠️免責聲明:請注意,我的媒體內容只是我的個人意見,內容僅供參考,不得作為財務、法律或投資建議。 加密貨幣是非常高風險的投資,可能帶來相當大的損失風險,在投資之前,請務必深入鑽研並諮詢專業人士。
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stock flow model 在 寶博士 Youtube 的最佳貼文
【來賓:徐崇寶 Ryan 數寶交易所總經理】 (錄音時間2020.02.27)
徐崇寶(Ryan):曾任職於中信金控的區塊鏈實驗室、中信銀資深經理、美商花旗銀行經理,現任 💰 數寶交易所 💰 https://www.shubaoex.com/invite?invite_code=2mpd5 總經理
口誤更正啟事:定存❌,定投✔。
雙寶對談:與一位有金塊的男人,討論「加密貨幣理財利與弊」。
歡迎大家用我的邀請碼註冊 數寶交易所: 2mpd5
【個人意見僅供參考】
本節目並非理財專題,僅提供升斗小民個人主觀意見,呼籲各位培養獨立自主思考意識,申購任何理財項目請詳閱公開聲明書。
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【寶博士 x SoundOn】
⭐葛如鈞(寶博士)
Facebook▶️https://www.facebook.com/dAAAb
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📣訂閱SoundOn
APP▶️http://www.soundon.fm/download
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🎵片頭:Music from https://icons8.com/music/author/savvier
Fame Inc by SAVVIER
🎵片尾:Music from https://icons8.com/music/author/NORDGROOVE
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主持:北科大互動設計系 專任助理教授 葛如鈞/寶博士
感謝:北科大創新思考與區塊鏈應用社群計畫補助|北科大互動設計系 https://ixd.ntut.edu.tw |北科大創新創業情報站 https://fb.com/ntuticorner
Happy Step by NORDGROOVE
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主持:北科大互動設計系 專任助理教授 葛如鈞/寶博士
感謝:北科大創新思考與區塊鏈應用社群計畫補助|北科大互動設計系 https://ixd.ntut.edu.tw |北科大創新創業情報站 https://fb.com/ntuticorner