[上週計畫中的功課: Microsoft (MSFT) (challenge #3), Tesla (TSLA)財報 (challenge #4)---Done!]
[本週準備耳朵長繭, 枸杞茶待命: 閱讀財報 Challenge #5~#10(暫定): Visa(V), Shopify(SHOP), Spotify(SPOT), PayPal(PYPL), Amazon(AMZN), Pinterest(PINS).
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關於本週發表財報的一些公司, 我之前有整理了些資料&寫過文章. 有興趣的讀者可看看:
Alphabet Q1 2020財報Q&A簡單整理:
https://makingsenseofusastocks.blogspot.com/2020/03/alphabet-googl.html
Amazon上季財報結果整理:
https://makingsenseofusastocks.blogspot.com/2020/03/amazon-amzn.html
PayPal上季財報結果整理:
https://makingsenseofusastocks.blogspot.com/2020/03/etc-paypal-pypl.html
Pinterest研究筆記:
https://makingsenseofusastocks.blogspot.com/2020/03/pinterest-pins.html
Spotify研究筆記:
https://makingsenseofusastocks.blogspot.com/2020/03/spotify-spot.html
Wingstop公司介紹文(有兩篇.....這是上篇. 請自行搜尋下篇):
https://www.stockfeel.com.tw/wingstop%EF%BC%88wing-us%EF%BC%89%E5%9F%BA%E6%9C%AC%E4%BB%8B%E7%B4%B9/
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疫情發生後, 美國人對於疫情產生的一些現象(在家工作, 用app訂餐, 在家運動, 遠距看病, etc.)看法為何? 哪些因為疫情而造成的生活上的改變, 他們認為會繼續存在呢?
麥肯錫做了份研調, 很好看:
https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/survey-us-consumer-sentiment-during-the-coronavirus-crisis
我截了幾張圖, 放在下面, 並在圖片旁做了一些解釋.
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今天天氣好潮濕又熱........讓我想到台灣.......不能出外走走, 只好在家開冷氣寫分析文了. 好久沒寫文章, 手真的會癢😅. 而也很意外地, 不到一天就把文章寫了九成(研究民生消費相關的個股, 真的像是回到了mothership(就是有回到家的感覺😅), 也能夠一下子就抓到重點. 一邊寫, 其實心裡也對能不能投資這家公司, 有了答案.
希望週四能夠完成&發表. 這家公司, 女性投資人一定會喜歡😉
先賣個關子, 不過這家公司跟英國高級百貨公司Browns有很大的關係. 在此分享個時尚流行產業小故事:
【Browns的創辦人，無數大牌設計師的商業伯樂】
(簡體字新聞)
http://www.myvipsalon.com/content/custom/20160224/c3b3f4f0973f54f.shtml
"被尊稱為的Mr.B的Joan Burstein夫人更是以發掘設計天才著稱，包括John Galliano，Alexander McQueen以及Hussein Chalayan在未大紅大紫時布朗斯都曾為他們銷售時裝，Mrs. B同時早期就將吉爾·桑德（Jil Sander），唐娜·卡倫（Donna Karan），加默（Comme des Garons）和喬治·阿瑪尼（Giorgio Armani）等設計師介紹到英國市場。"
而這個新聞跟這家公司沒有直接關係, 但是很有趣:
向年輕世代靠攏！LV、Gucci與遊戲合作的背後，新一代潮流正在形成: https://www.beautimode.com/article/content/87579/
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這陣子Tesla好出風頭, 呵. 連我媽都知道了.
號稱矽谷最聰明投資人的Chamath Palihapitiya, 前幾天也上了CNBC的節目, 發表了他對Tesla的看法(他也是Tesla投資人):
https://www.teslarati.com/tesla-what-tslaq-got-wrong-chamath-tsla/
"From Day 1, you have had this massive tension between the bulls and the bears on this company. The bulls basically saw a long-term trend around electrification and the bears tried to play with balance-sheet mathematics," says @chamath on Tesla $TSLA
而這段話, 有很好的鼓勵作用:
“I think this is a really important example of much bigger trend that’s happening in the stock market, which is that retail investors now have access to so much information that it’s almost on parity with people that work in traditional investment organizations. And what we’ve seen as that happened, is that the quality of that analysis and the ability to see around the corner is as good and in many cases, better than traditional investment firms in the way they view the problem,” he said.
共勉之. Have a nice week.
Picture來源:
EarningsWhispers, 麥肯錫報告.
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