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Carmen_Liew
2022-05-01
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2022-05-01
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Carmen_Liew
2022-02-20
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@Capital_Insights:Cash Flow is King: Factors Driving Returns Over The Next Decade
Carmen_Liew
2022-01-21
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@博实:微軟收購暴雪:希望暴雪如初見
Carmen_Liew
2021-09-19
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2021-09-08
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Carmen_Liew
2021-09-08
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2021-09-05
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2021-08-21
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Carmen_Liew
2021-08-18
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2021-08-16
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href=\"https://ttm.financial/S/09633\">$农夫山泉(09633)$</a>💪💪💪💪💪💪💪💪","listText":"<a href=\"https://ttm.financial/S/09633\">$农夫山泉(09633)$</a>💪💪💪💪💪💪💪💪","text":"$农夫山泉(09633)$💪💪💪💪💪💪💪💪","images":[{"img":"https://community-static.tradeup.com/news/ac5e4da99382d3d1239fca0e41de34fd","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063028843","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063021479,"gmtCreate":1651373810200,"gmtModify":1676534897686,"author":{"id":"4088335064100600","authorId":"4088335064100600","name":"Carmen_Liew","avatar":"https://static.tigerbbs.com/9acb6790bf77bd29a99c978d84c96f47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088335064100600","authorIdStr":"4088335064100600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>💪💪💪💪","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>💪💪💪💪","text":"$苹果(AAPL)$💪💪💪💪","images":[{"img":"https://community-static.tradeup.com/news/f43a4cb216fb750b42bbffe949522e6d","width":"1125","height":"2900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063021479","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9097197189,"gmtCreate":1645370172241,"gmtModify":1676534021916,"author":{"id":"4088335064100600","authorId":"4088335064100600","name":"Carmen_Liew","avatar":"https://static.tigerbbs.com/9acb6790bf77bd29a99c978d84c96f47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088335064100600","authorIdStr":"4088335064100600"},"themes":[],"htmlText":"🙄","listText":"🙄","text":"🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097197189","repostId":"9094257518","repostType":1,"repost":{"id":9094257518,"gmtCreate":1645159037964,"gmtModify":1676534004721,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"Cash Flow is King: Factors Driving Returns Over The Next Decade","htmlText":"Keynotes: Please find out those companies have the ability to continue to make attractive distributions, pay dividends, grow dividends, use excess cash to buy back stock, and/or pay down debt. \"The PE expansion surge that has been driving equities is likely over, Instead, companies with a history of generating growing cash flows and dividends are likely to drive the majority of returns over the coming decade,\" said John Tobin, portfolio manager of Epoch’s Equity Shareholder Yield Strategies. 1. Dividend stocks with solid cash flows are likely to provide \"salvation\" for investors over the next decade. Source: Epoch John Tobin: \" We are currently seeing above-trend economic growth around the world, with Bloomberg consensus figures showing that global GDP growth is set to lift by 4.","listText":"Keynotes: Please find out those companies have the ability to continue to make attractive distributions, pay dividends, grow dividends, use excess cash to buy back stock, and/or pay down debt. \"The PE expansion surge that has been driving equities is likely over, Instead, companies with a history of generating growing cash flows and dividends are likely to drive the majority of returns over the coming decade,\" said John Tobin, portfolio manager of Epoch’s Equity Shareholder Yield Strategies. 1. Dividend stocks with solid cash flows are likely to provide \"salvation\" for investors over the next decade. Source: Epoch John Tobin: \" We are currently seeing above-trend economic growth around the world, with Bloomberg consensus figures showing that global GDP growth is set to lift by 4.","text":"Keynotes: Please find out those companies have the ability to continue to make attractive distributions, pay dividends, grow dividends, use excess cash to buy back stock, and/or pay down debt. \"The PE expansion surge that has been driving equities is likely over, Instead, companies with a history of generating growing cash flows and dividends are likely to drive the majority of returns over the coming decade,\" said John Tobin, portfolio manager of Epoch’s Equity Shareholder Yield Strategies. 1. Dividend stocks with solid cash flows are likely to provide \"salvation\" for investors over the next decade. Source: Epoch John Tobin: \" We are currently seeing above-trend economic growth around the world, with Bloomberg consensus figures showing that global GDP growth is set to lift by 4.","images":[{"img":"https://static.tigerbbs.com/9695f40a5ac8d115f266dbac2381cfbc","width":"1800","height":"1132"},{"img":"https://static.tigerbbs.com/94ab9d245d7aca4a329b11b79735dd1d","width":"1790","height":"1212"},{"img":"https://static.tigerbbs.com/65fe92fdeb1703cc7d8795e842449816","width":"1334","height":"856"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094257518","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007393956,"gmtCreate":1642764945009,"gmtModify":1676533743948,"author":{"id":"4088335064100600","authorId":"4088335064100600","name":"Carmen_Liew","avatar":"https://static.tigerbbs.com/9acb6790bf77bd29a99c978d84c96f47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088335064100600","authorIdStr":"4088335064100600"},"themes":[],"htmlText":"🙏🙏🙏🙏🙏🙏🙏","listText":"🙏🙏🙏🙏🙏🙏🙏","text":"🙏🙏🙏🙏🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007393956","repostId":"697472261","repostType":1,"repost":{"id":697472261,"gmtCreate":1642577879694,"gmtModify":1676532604017,"author":{"id":"3487914694550623","authorId":"3487914694550623","name":"博实","avatar":"https://static.tigerbbs.com/7a56fce4d4453146de1346ba82e2ebb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487914694550623","authorIdStr":"3487914694550623"},"themes":[],"title":"微軟收購暴雪:希望暴雪如初見","htmlText":"小時候上計算機課,做完計算機“實驗”,總會以爲老師沒發現自己,玩一會兒掃雷或紙牌。然後就在這兩天,微軟宣佈收購暴雪,687億現金收購,約合人民幣4364億。 微軟這些年賣windows系統,以及office和雲服務還是賺了不少錢的。當然,xbox在疫情宅經濟下,增長也非常快。 遙想微軟當年,以開放的胸懷,容納過太多的遊戲、應用。星際爭霸,就如同現在蘋果app store裏的遊戲app,很難想象蘋果會去收購這個遊戲公司。 而當今的微軟,已經把遊戲當自己的核心業務。據媒體報道,微軟在最初做遊戲業務的時候,曾想過收購EA、任天堂等公司。和任天堂談判的時候,遭到任天堂嘲笑一小時。 微軟的邏輯很直男,微軟認爲任天堂馬里奧等遊戲創意能力很強,微軟的優勢在硬件和系統,如果兩者結合,會是強強聯合,未來會是多贏的市場。 而真正做遊戲的,像任天堂這種遊戲鼻祖類的企業,他們對遊戲的熱愛、堅持以及經驗的積累,微軟是很難和他們保持節奏來合作的。 任天堂雖然硬件和軟件系統結合這部分可能不如微軟,但是任天堂對遊戲的理解上是足夠深的。從Switch的火爆就可以看到了,尤其是兼顧了女性玩家和家庭用戶。 遊戲行業是一個內容創意行業,內容創意行業的特點是,競爭比較激烈。曾經輝煌的遊戲公司或工作室,有可能因爲市場競爭、核心創意團隊離開、高層對遊戲的堅持和熱愛不足各種原因而衰落,最終剩下的可能只有ip和勉強維持經營的部分團隊。但容易失去曾經的輝煌與榮光。 暴雪當前顯然還是有傳承的,但是遊戲公司走到被併購這一步,多少比較違反遊戲公司最早一批人成立時候的初心。能做出多款經典遊戲的暴雪,必然是在非常強的對遊戲的熱愛和執着下成立的。 說來也有趣,讓暴雪遊戲家喻戶曉的是Dota,而Dota是在暴雪開放的遊戲創意工具下,由用戶自己創意的玩法。 博實曾經研究過EA,EA收購過如極品飛車、模擬人生、模擬城市等一系列遊戲,但是收購以","listText":"小時候上計算機課,做完計算機“實驗”,總會以爲老師沒發現自己,玩一會兒掃雷或紙牌。然後就在這兩天,微軟宣佈收購暴雪,687億現金收購,約合人民幣4364億。 微軟這些年賣windows系統,以及office和雲服務還是賺了不少錢的。當然,xbox在疫情宅經濟下,增長也非常快。 遙想微軟當年,以開放的胸懷,容納過太多的遊戲、應用。星際爭霸,就如同現在蘋果app store裏的遊戲app,很難想象蘋果會去收購這個遊戲公司。 而當今的微軟,已經把遊戲當自己的核心業務。據媒體報道,微軟在最初做遊戲業務的時候,曾想過收購EA、任天堂等公司。和任天堂談判的時候,遭到任天堂嘲笑一小時。 微軟的邏輯很直男,微軟認爲任天堂馬里奧等遊戲創意能力很強,微軟的優勢在硬件和系統,如果兩者結合,會是強強聯合,未來會是多贏的市場。 而真正做遊戲的,像任天堂這種遊戲鼻祖類的企業,他們對遊戲的熱愛、堅持以及經驗的積累,微軟是很難和他們保持節奏來合作的。 任天堂雖然硬件和軟件系統結合這部分可能不如微軟,但是任天堂對遊戲的理解上是足夠深的。從Switch的火爆就可以看到了,尤其是兼顧了女性玩家和家庭用戶。 遊戲行業是一個內容創意行業,內容創意行業的特點是,競爭比較激烈。曾經輝煌的遊戲公司或工作室,有可能因爲市場競爭、核心創意團隊離開、高層對遊戲的堅持和熱愛不足各種原因而衰落,最終剩下的可能只有ip和勉強維持經營的部分團隊。但容易失去曾經的輝煌與榮光。 暴雪當前顯然還是有傳承的,但是遊戲公司走到被併購這一步,多少比較違反遊戲公司最早一批人成立時候的初心。能做出多款經典遊戲的暴雪,必然是在非常強的對遊戲的熱愛和執着下成立的。 說來也有趣,讓暴雪遊戲家喻戶曉的是Dota,而Dota是在暴雪開放的遊戲創意工具下,由用戶自己創意的玩法。 博實曾經研究過EA,EA收購過如極品飛車、模擬人生、模擬城市等一系列遊戲,但是收購以","text":"小時候上計算機課,做完計算機“實驗”,總會以爲老師沒發現自己,玩一會兒掃雷或紙牌。然後就在這兩天,微軟宣佈收購暴雪,687億現金收購,約合人民幣4364億。 微軟這些年賣windows系統,以及office和雲服務還是賺了不少錢的。當然,xbox在疫情宅經濟下,增長也非常快。 遙想微軟當年,以開放的胸懷,容納過太多的遊戲、應用。星際爭霸,就如同現在蘋果app store裏的遊戲app,很難想象蘋果會去收購這個遊戲公司。 而當今的微軟,已經把遊戲當自己的核心業務。據媒體報道,微軟在最初做遊戲業務的時候,曾想過收購EA、任天堂等公司。和任天堂談判的時候,遭到任天堂嘲笑一小時。 微軟的邏輯很直男,微軟認爲任天堂馬里奧等遊戲創意能力很強,微軟的優勢在硬件和系統,如果兩者結合,會是強強聯合,未來會是多贏的市場。 而真正做遊戲的,像任天堂這種遊戲鼻祖類的企業,他們對遊戲的熱愛、堅持以及經驗的積累,微軟是很難和他們保持節奏來合作的。 任天堂雖然硬件和軟件系統結合這部分可能不如微軟,但是任天堂對遊戲的理解上是足夠深的。從Switch的火爆就可以看到了,尤其是兼顧了女性玩家和家庭用戶。 遊戲行業是一個內容創意行業,內容創意行業的特點是,競爭比較激烈。曾經輝煌的遊戲公司或工作室,有可能因爲市場競爭、核心創意團隊離開、高層對遊戲的堅持和熱愛不足各種原因而衰落,最終剩下的可能只有ip和勉強維持經營的部分團隊。但容易失去曾經的輝煌與榮光。 暴雪當前顯然還是有傳承的,但是遊戲公司走到被併購這一步,多少比較違反遊戲公司最早一批人成立時候的初心。能做出多款經典遊戲的暴雪,必然是在非常強的對遊戲的熱愛和執着下成立的。 說來也有趣,讓暴雪遊戲家喻戶曉的是Dota,而Dota是在暴雪開放的遊戲創意工具下,由用戶自己創意的玩法。 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Dividend stocks with solid cash flows are likely to provide \"salvation\" for investors over the next decade. Source: Epoch John Tobin: \" We are currently seeing above-trend economic growth around the world, with Bloomberg consensus figures showing that global GDP growth is set to lift by 4.","listText":"Keynotes: Please find out those companies have the ability to continue to make attractive distributions, pay dividends, grow dividends, use excess cash to buy back stock, and/or pay down debt. \"The PE expansion surge that has been driving equities is likely over, Instead, companies with a history of generating growing cash flows and dividends are likely to drive the majority of returns over the coming decade,\" said John Tobin, portfolio manager of Epoch’s Equity Shareholder Yield Strategies. 1. Dividend stocks with solid cash flows are likely to provide \"salvation\" for investors over the next decade. Source: Epoch John Tobin: \" We are currently seeing above-trend economic growth around the world, with Bloomberg consensus figures showing that global GDP growth is set to lift by 4.","text":"Keynotes: Please find out those companies have the ability to continue to make attractive distributions, pay dividends, grow dividends, use excess cash to buy back stock, and/or pay down debt. \"The PE expansion surge that has been driving equities is likely over, Instead, companies with a history of generating growing cash flows and dividends are likely to drive the majority of returns over the coming decade,\" said John Tobin, portfolio manager of Epoch’s Equity Shareholder Yield Strategies. 1. Dividend stocks with solid cash flows are likely to provide \"salvation\" for investors over the next decade. Source: Epoch John Tobin: \" We are currently seeing above-trend economic growth around the world, with Bloomberg consensus figures showing that global GDP growth is set to lift by 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微軟這些年賣windows系統,以及office和雲服務還是賺了不少錢的。當然,xbox在疫情宅經濟下,增長也非常快。 遙想微軟當年,以開放的胸懷,容納過太多的遊戲、應用。星際爭霸,就如同現在蘋果app store裏的遊戲app,很難想象蘋果會去收購這個遊戲公司。 而當今的微軟,已經把遊戲當自己的核心業務。據媒體報道,微軟在最初做遊戲業務的時候,曾想過收購EA、任天堂等公司。和任天堂談判的時候,遭到任天堂嘲笑一小時。 微軟的邏輯很直男,微軟認爲任天堂馬里奧等遊戲創意能力很強,微軟的優勢在硬件和系統,如果兩者結合,會是強強聯合,未來會是多贏的市場。 而真正做遊戲的,像任天堂這種遊戲鼻祖類的企業,他們對遊戲的熱愛、堅持以及經驗的積累,微軟是很難和他們保持節奏來合作的。 任天堂雖然硬件和軟件系統結合這部分可能不如微軟,但是任天堂對遊戲的理解上是足夠深的。從Switch的火爆就可以看到了,尤其是兼顧了女性玩家和家庭用戶。 遊戲行業是一個內容創意行業,內容創意行業的特點是,競爭比較激烈。曾經輝煌的遊戲公司或工作室,有可能因爲市場競爭、核心創意團隊離開、高層對遊戲的堅持和熱愛不足各種原因而衰落,最終剩下的可能只有ip和勉強維持經營的部分團隊。但容易失去曾經的輝煌與榮光。 暴雪當前顯然還是有傳承的,但是遊戲公司走到被併購這一步,多少比較違反遊戲公司最早一批人成立時候的初心。能做出多款經典遊戲的暴雪,必然是在非常強的對遊戲的熱愛和執着下成立的。 說來也有趣,讓暴雪遊戲家喻戶曉的是Dota,而Dota是在暴雪開放的遊戲創意工具下,由用戶自己創意的玩法。 博實曾經研究過EA,EA收購過如極品飛車、模擬人生、模擬城市等一系列遊戲,但是收購以","listText":"小時候上計算機課,做完計算機“實驗”,總會以爲老師沒發現自己,玩一會兒掃雷或紙牌。然後就在這兩天,微軟宣佈收購暴雪,687億現金收購,約合人民幣4364億。 微軟這些年賣windows系統,以及office和雲服務還是賺了不少錢的。當然,xbox在疫情宅經濟下,增長也非常快。 遙想微軟當年,以開放的胸懷,容納過太多的遊戲、應用。星際爭霸,就如同現在蘋果app store裏的遊戲app,很難想象蘋果會去收購這個遊戲公司。 而當今的微軟,已經把遊戲當自己的核心業務。據媒體報道,微軟在最初做遊戲業務的時候,曾想過收購EA、任天堂等公司。和任天堂談判的時候,遭到任天堂嘲笑一小時。 微軟的邏輯很直男,微軟認爲任天堂馬里奧等遊戲創意能力很強,微軟的優勢在硬件和系統,如果兩者結合,會是強強聯合,未來會是多贏的市場。 而真正做遊戲的,像任天堂這種遊戲鼻祖類的企業,他們對遊戲的熱愛、堅持以及經驗的積累,微軟是很難和他們保持節奏來合作的。 任天堂雖然硬件和軟件系統結合這部分可能不如微軟,但是任天堂對遊戲的理解上是足夠深的。從Switch的火爆就可以看到了,尤其是兼顧了女性玩家和家庭用戶。 遊戲行業是一個內容創意行業,內容創意行業的特點是,競爭比較激烈。曾經輝煌的遊戲公司或工作室,有可能因爲市場競爭、核心創意團隊離開、高層對遊戲的堅持和熱愛不足各種原因而衰落,最終剩下的可能只有ip和勉強維持經營的部分團隊。但容易失去曾經的輝煌與榮光。 暴雪當前顯然還是有傳承的,但是遊戲公司走到被併購這一步,多少比較違反遊戲公司最早一批人成立時候的初心。能做出多款經典遊戲的暴雪,必然是在非常強的對遊戲的熱愛和執着下成立的。 說來也有趣,讓暴雪遊戲家喻戶曉的是Dota,而Dota是在暴雪開放的遊戲創意工具下,由用戶自己創意的玩法。 博實曾經研究過EA,EA收購過如極品飛車、模擬人生、模擬城市等一系列遊戲,但是收購以","text":"小時候上計算機課,做完計算機“實驗”,總會以爲老師沒發現自己,玩一會兒掃雷或紙牌。然後就在這兩天,微軟宣佈收購暴雪,687億現金收購,約合人民幣4364億。 微軟這些年賣windows系統,以及office和雲服務還是賺了不少錢的。當然,xbox在疫情宅經濟下,增長也非常快。 遙想微軟當年,以開放的胸懷,容納過太多的遊戲、應用。星際爭霸,就如同現在蘋果app store裏的遊戲app,很難想象蘋果會去收購這個遊戲公司。 而當今的微軟,已經把遊戲當自己的核心業務。據媒體報道,微軟在最初做遊戲業務的時候,曾想過收購EA、任天堂等公司。和任天堂談判的時候,遭到任天堂嘲笑一小時。 微軟的邏輯很直男,微軟認爲任天堂馬里奧等遊戲創意能力很強,微軟的優勢在硬件和系統,如果兩者結合,會是強強聯合,未來會是多贏的市場。 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