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【精彩重溫】+【節目來賓】2021-0930
今晚謝謝，呂聖斐 老師來到「What’s up Music」，帶我們進入流行音樂的最中心！
一直希望透過節目告訴大家 臺北流行音樂中心 Taipei Music Center 不只是一個新的演唱會場地。南北兩大基地丶不同的主題場館丶硬體軟體的結合，逐步打造出流行音樂的產業園區。
近期開展的【唱 我們的歌 流行音樂故事展】，十月將上場的【喔北搖】都歡迎喜歡音樂的你一起加入。
想更認識 #北流 ？錯過訪問直播的可以來看重播喔。
https://fb.watch/8lB2u2eLBe/
#臺北流行音樂中心
——————————————————————
DJ.JunChang 陳俊菖
[What's up Music] @ POP RADIO
週一至週五；19點至21點
📻收音機：FM91.7(北北基），FM90.7(桃竹苗）
📱手機：請搜尋《917 POP RADIO》app
🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
【📗 Better Leaf 好葉 推薦：未來地圖，WTF?: What's the Future and Why It's Up to Us】
未來，你的優勢在哪裡？
「你看待世界的方式，會限制你的視野。
科技帶來的真正機會，是擴展了人類的能力。」-Tim O’Reilly
軟體科技革命教父歐萊禮顛覆你對世界的想像，公開他如何理解與預測創新潮流的方法
給所有在AI時代力爭上游的人一套全新能力。掌握開創誘人價值的行動法則，就是你的新機會！
《連線》《金融時報》《衛報》《企業》熱烈報導︰「五年後聰明人在談的事，歐萊禮現在就能預料到。」
Tim O'Reilly歐萊禮：未來已來，我們該如何理解未來？ 👉 https://bit.ly/2F34XFb
#未來地圖
#感謝好葉精彩的圖文口說推薦
請在這註冊會員加入聖結石戰隊：https://www.natural8.com/sign-up?ref=SAINT 或者下載natural8遊戲後按註冊時輸入戰隊碼［SAINT］，接著加入我們的LINE：https://lin.ee/1copBkx
就能夠加入聖結石私密撲克群組，裡面有中華隊職業教練Nevan來幫你解析手牌讓你越打越好哦！同時也會不定期舉辦免費賽/私人賽一起互動、一決高下哦！
Nevan教學網站網址:
https://win.pokercouple.com/課程
！SAINT戰隊優惠限定！
1.網站登入會員 2.立即購買 3.輸入專屬折扣碼[Saint] 4.結帳
👉馬上訂閱聖結石囉！►►https://goo.gl/c5v7cQ
👉聖結石品牌《SAIN'T》官網►►https://www.saintnotsaint.com/
/// 非商業合作影片 This video is not sponsored ///
#德州撲克
----------------------------------------------------------------------------------------------------------
聖結石Saint【安儷】►►https://youtu.be/r4NGGqmX_W4
聖結石Saint【真的不想嘴】►►https://youtu.be/fWuq67-VSTM
聖結石Saint【根本就不會再見面】►►https://youtu.be/LAPXqtxxstE
聖結石Saint【一定會追到你】►►https://youtu.be/V2mZYvAiLsw
聖結石Saint【說不出口的想念】►►https://youtu.be/0dxtL9c_Yxs
聖結石Saint【只能懷念】►►https://youtu.be/AN3nAmTSeEk
----------------------------------------------------------------------------------------------------------
我是聖結石，我是一個平凡的人，但我在創造一段不平凡的人生。
I'm Saint, an ordinary guy creating extraordinary things.
----------------------------------------------------------------------------------------------------------
👉 More Saint
Facebook ►►http://goo.gl/4UQLS0
Instagram ►►https://goo.gl/DNymkD
👉 More Saint's Wife ❤️ 聖嫂DODO ❤️
Youtube ►►https://goo.gl/VdtPz5
Facebook ►►https://goo.gl/BZbsDR
👉 More Playlist
點選播放清單可以看到更多同類型影片
《今天TEST》►►https://goo.gl/TShvSf
《今天VLOG》►►https://goo.gl/Cb1DD9
《今天TALK》►►https://goo.gl/KcWJBi
《今天GAME》►►https://goo.gl/myzsQd
《今天PRANK》►►https://goo.gl/vaI3VB
----------------------------------------------------------------------------------------------------------
合作邀約:saintjey1113@gmail.com
----------------------------------------------------------------------------------------------------------
👉太多人問了，我直接打在這邊！
Q:BGM是?
A:全部都是YOUTUBE創作者工具箱的音樂，因為我沒有保留原
本的名稱，因此全部都不知道名稱，要找的朋友請點右上角你
的頭像點創作者工作室，然後左邊下邊有個創作者工具箱。
Q:使用甚麼器材拍攝?
A:EOS R+iPhone+GOPRO7+RX100M5
Q:剪接軟體是?
A:sony vegas 13 pro+Pr+Ae
----------------------------------------------------------------------------------------------------------
👉FAQ
What's background music for Video ?
All from CREATOR STUDIO.
What camera do you use?
EOS R+iPhone+GOPRO7+RX100M5
What software do you use to edit video?
sony vegas 13 pro+Pr+Ae
----------------------------------------------------------------------------------------------------------
請在這註冊會員加入聖結石戰隊：https://www.natural8.com/sign-up?ref=SAINT
或者下載natural8遊戲後按註冊時輸入戰隊碼［SAINT］，接著加入我們的LINE：https://lin.ee/1copBkx，就能夠加入聖結石私密撲克群組，裡面有中華隊職業教練Nevan來幫你解析手牌讓你越打越好哦！同時也會不定期舉辦免費賽/私人賽一起互動、一決高下哦！
👉馬上訂閱聖結石囉！►►https://goo.gl/c5v7cQ
👉聖結石品牌《SAIN'T》官網►►https://www.saintnotsaint.com/
/// 非商業合作影片 This video is not sponsored ///
----------------------------------------------------------------------------------------------------------
聖結石Saint【安儷】►►https://youtu.be/r4NGGqmX_W4
聖結石Saint【真的不想嘴】►►https://youtu.be/fWuq67-VSTM
聖結石Saint【根本就不會再見面】►►https://youtu.be/LAPXqtxxstE
聖結石Saint【一定會追到你】►►https://youtu.be/V2mZYvAiLsw
聖結石Saint【說不出口的想念】►►https://youtu.be/0dxtL9c_Yxs
聖結石Saint【只能懷念】►►https://youtu.be/AN3nAmTSeEk
----------------------------------------------------------------------------------------------------------
我是聖結石，我是一個平凡的人，但我在創造一段不平凡的人生。
I'm Saint, an ordinary guy creating extraordinary things.
----------------------------------------------------------------------------------------------------------
👉 More Saint
Facebook ►►http://goo.gl/4UQLS0
Instagram ►►https://goo.gl/DNymkD
👉 More Saint's Wife ❤️ 聖嫂DODO ❤️
Youtube ►►https://goo.gl/VdtPz5
Facebook ►►https://goo.gl/BZbsDR
👉 More Playlist
點選播放清單可以看到更多同類型影片
《今天TEST》►►https://goo.gl/TShvSf
《今天VLOG》►►https://goo.gl/Cb1DD9
《今天TALK》►►https://goo.gl/KcWJBi
《今天GAME》►►https://goo.gl/myzsQd
《今天PRANK》►►https://goo.gl/vaI3VB
----------------------------------------------------------------------------------------------------------
合作邀約:saintjey1113@gmail.com
----------------------------------------------------------------------------------------------------------
👉太多人問了，我直接打在這邊！
Q:BGM是?
A:全部都是YOUTUBE創作者工具箱的音樂，因為我沒有保留原
本的名稱，因此全部都不知道名稱，要找的朋友請點右上角你
的頭像點創作者工作室，然後左邊下邊有個創作者工具箱。
Q:使用甚麼器材拍攝?
A:EOS R+iPhone+GOPRO7+RX100M5
Q:剪接軟體是?
A:sony vegas 13 pro+Pr+Ae
----------------------------------------------------------------------------------------------------------
👉FAQ
What's background music for Video ?
All from CREATOR STUDIO.
What camera do you use?
EOS R+iPhone+GOPRO7+RX100M5
What software do you use to edit video?
sony vegas 13 pro+Pr+Ae
----------------------------------------------------------------------------------------------------------
請在這註冊會員加入聖結石戰隊：https://www.natural8.com/sign-up?ref=SAINT
或者下載natural8遊戲後按註冊時輸入戰隊碼［SAINT］，接著私訊聖結石IG或粉專你的註冊帳號，就能夠加入聖結石私密撲克群組，裡面有中華隊職業教練來幫你解析手牌讓你越打越好哦！同時也會不定期舉辦免費賽一起互動、一決高下哦！
👉馬上訂閱聖結石囉！►►https://goo.gl/c5v7cQ
👉聖結石品牌《SAIN'T》官網►►https://www.saintnotsaint.com/
/// 商業合作影片 ///
#德州撲克 #N8
----------------------------------------------------------------------------------------------------------
聖結石Saint【安儷】►►https://youtu.be/r4NGGqmX_W4
聖結石Saint【真的不想嘴】►►https://youtu.be/fWuq67-VSTM
聖結石Saint【根本就不會再見面】►►https://youtu.be/LAPXqtxxstE
聖結石Saint【一定會追到你】►►https://youtu.be/V2mZYvAiLsw
聖結石Saint【說不出口的想念】►►https://youtu.be/0dxtL9c_Yxs
聖結石Saint【只能懷念】►►https://youtu.be/AN3nAmTSeEk
----------------------------------------------------------------------------------------------------------
我是聖結石，我是一個平凡的人，但我在創造一段不平凡的人生。
I'm Saint, an ordinary guy creating extraordinary things.
----------------------------------------------------------------------------------------------------------
👉 More Saint
Facebook ►►http://goo.gl/4UQLS0
Instagram ►►https://goo.gl/DNymkD
👉 More Saint's Wife ❤️ 聖嫂DODO ❤️
Youtube ►►https://goo.gl/VdtPz5
Facebook ►►https://goo.gl/BZbsDR
👉 More Playlist
點選播放清單可以看到更多同類型影片
《今天TEST》►►https://goo.gl/TShvSf
《今天VLOG》►►https://goo.gl/Cb1DD9
《今天TALK》►►https://goo.gl/KcWJBi
《今天GAME》►►https://goo.gl/myzsQd
《今天PRANK》►►https://goo.gl/vaI3VB
----------------------------------------------------------------------------------------------------------
合作邀約:saintjey1113@gmail.com
----------------------------------------------------------------------------------------------------------
👉太多人問了，我直接打在這邊！
Q:BGM是?
A:全部都是YOUTUBE創作者工具箱的音樂，因為我沒有保留原
本的名稱，因此全部都不知道名稱，要找的朋友請點右上角你
的頭像點創作者工作室，然後左邊下邊有個創作者工具箱。
Q:使用甚麼器材拍攝?
A:EOS R+iPhone+GOPRO7+RX100M5
Q:剪接軟體是?
A:sony vegas 13 pro+Pr+Ae
----------------------------------------------------------------------------------------------------------
👉FAQ
What's background music for Video ?
All from CREATOR STUDIO.
What camera do you use?
EOS R+iPhone+GOPRO7+RX100M5
What software do you use to edit video?
sony vegas 13 pro+Pr+Ae
----------------------------------------------------------------------------------------------------------
無論網路裝置、伺服器、儲存和無線裝置位於雲端或是內部網路中，都可對其上線/離線狀態和效能資訊一目了然。 ... <看更多>
WhatsUp Gold 線上培訓第一堂：基本操作設定Network and Server Monitoring課程大綱- WhatsUp Gold 功能介紹- WhatsUp Gold 系統需求- WhatsUp Gold ... ... <看更多>
what's up軟體 在 Re: [請問] 取代what's up 的軟體- 精華區EZsoft - 批踢踢實業坊 的推薦與評價
※ 引述《cinsgreen (小綠)》之銘言：
: 各位板友好
: 想請問是否有替代 what's up 的方案（free...~"~）
: MS 或 Linux 皆可...
: 在 google 上得到許多答案
: 希望各方高手能夠推薦較一下...（最好有教學網站辣 ~"~）
: 謝謝各位板友的幫忙 ^^"
Spiceworks IT Desktop 3.1
https://www.ithome.com.tw/itadm/article.php?c=50884
https://www.spiceworks.com/
免費的，沒有什麼使用上的限制
功能很齊全，可以透過SNMP與WMI管理Linux, Windows的設備
設定使用者帳號與密碼後，Spiceworks也可以自動幫你telnet/ssh進Linux or Switch
軟體需要註冊，註冊的email與密碼就是軟體的使用帳號與密碼
不過免費的軟體就是廣告信很多，可以挑個使用頻率低的email申請
OpManager
https://manageengine.adventnet.com/products/opmanager/
這套軟體是我目前蠻推薦的軟體，不過有設備數量的限制
SNMP與WMI監測都有，不過就使用者介面上不是很友善，需要一些時間習慣
PRTG Network Monitor V7
https://www.paessler.com/prtg7
PRTG之前的版本主要是作NetFlow的監測，不過我實際使用的結果是不太準
所以我是使用 NetFlow Analyzer 作為NetFlow的監控
( https://manageengine.adventnet.com/products/netflow/index.html )
SNMP的功能也是有的，許多人用這套軟體取代MRTG與Cacti，
新版的還多了TCP ping的功能，蠻實用的
openNMS
https://www.opennms.org/index.php/Main_Page
這是Open Source的網管軟體，也蠻多人推薦的，不過小弟沒有實際使用經驗
要請其他前輩補完了
還是說你需要的是最簡單的RRD Tool?
例如 MRTG https://oss.oetiker.ch/mrtg/ or Cacti https://www.cacti.net/
以上，均使用Web網頁介面進行管理
-
btw, 你指的應該是IpSwitch What's UP Gold吧？
https://www.whatsupgold.com/
這套軟體我試用過，當初廠商跟我們報價98,000(笑)，功能上來說算不錯的
不過有其他不用錢的軟體，就沒有購買了
--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 59.126.208.93
... <看更多>