《性愛自修室》第三季上線一陣子了,打開第一集馬上被震撼。第三季第一集的開頭一定會成為經典。
#IThinkWereAloneNow
先不說開頭的內容到底是什麼,說說背景音樂。這首曲是 The Rubinoos 所演唱的 I Think We’re Alone Now,這是 1997 年的版本。原唱是 1966 年的 Richie Cordell,但 The Ribinoos 應該是最好聽的翻唱。
#Tiffany
不過,你如果是六年級,應該有聽過 Tiffany 這位在1980中期的火紅少女歌手,當時她翻唱的 I Think We”re Alone Now 可是連續好幾週的冠軍曲,還曾經打敗麥克傑克森跟瑪丹娜,超級風光。
我會認識這首歌當然就是因為Tiffany,還買過她的兩張專輯。當時還有位Debbie Gibson,兩人是在比紅的。不過我比較喜歡Tiffany,最記得的除了 I Think We”re Alone Now,還有 Could’ve Been。
#SexEducation
有趣的是為何 《性愛自修室》的開場使用 I Think We’re Alone Now 會成為經典,因為歌詞與角色的活動和心情,真是配合得天衣無縫啊。去看看這個開場多麼有節奏。
I Think We’re Alone Now 的歌詞大意是這樣的:
每次我們在一起的時候,大人就叫我們要行為端正。他們不懂啦⋯⋯,所以我們偷偷跑去暗處躲起來,抱在一起,心跳好快唷⋯⋯現在只剩下我們兩個啦,唯一聽得到的就只剩心跳💗💗💗。
真是可愛,好希望可以回到20歲。XD
#英文歌詞
Children, behave
That's what they say when we're together
And watch how you play
They don't understand
And so we're
Running just as fast as we can
Holding on to one another's hand
Trying to get away into the night
And then you put your arms around me
And we tumble to the ground and then you say
I think we're alone now
There doesn't seem to be anyone around
I think we're alone now
The beating of our hearts is the only sound
同時也有1062部Youtube影片,追蹤數超過1,340的網紅う汰【活舌悪い人】,也在其Youtube影片中提到,BIOHAZARD VILLAGE 【バイオハザード8】(Zver.) 実況プレイ #12 ドリルすな チャンネル登録ありがたいです →https://www.youtube.com/channel/UCROjd3lVeGGtXwM8h8gnANw?sub_confirmation=1 高評価やコ...
re play 在 Facebook 的最讚貼文
Epic Games has asked Apple to restore its Fortnite developer account and re-release its Fortnite game on iOS in South Korea following the adoption of a new law in that country.
在南韓通過了 Google 的 Google Play 以及 Apple 的 App Store 不得強制要求廠商只能使用它們的金流的法案後,Epic Games 馬上就打蛇隨棍上的要求恢復它們的開發者帳號以及讓 Fortnite 重新上架 App Store 了。
#EpicGames
#AppStore
#SouthKorea
re play 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
re play 在 う汰【活舌悪い人】 Youtube 的精選貼文
BIOHAZARD VILLAGE 【バイオハザード8】(Zver.) 実況プレイ #12
ドリルすな
チャンネル登録ありがたいです
→https://www.youtube.com/channel/UCROjd3lVeGGtXwM8h8gnANw?sub_confirmation=1
高評価やコメント等も助かります
#13
#1 https://youtu.be/axgGJBsfK0o
・再生リスト↓
【バイオハザード8 (ヴィレッジ)】
https://youtube.com/playlist?list=PLSKQ09m4ArezR-WWP5-ZiulU2aT26KD9o
【バイオハザード RE:3】
https://www.youtube.com/playlist?list=PLSKQ09m4Arex2ChkMEVrlqwqp4c-BAlPf
【バイオハザード RE:2】
https://www.youtube.com/playlist?list=PLSKQ09m4ArexncUubPs-NynW3mr414Lhw
【バイオハザード4】
https://www.youtube.com/playlist?list=PLSKQ09m4ArezAQC3QLguHZOK8c72ecKBd
【バイオハザード5】
https://www.youtube.com/playlist?list=PLSKQ09m4Arezx-hLBxba6l1shoTRxH4Ji
【ゲーム実況Part1集】
https://www.youtube.com/playlist?list=PLSKQ09m4AreyYpWir57e1BAm_7r2Lwl-U
【単発&短編実況】
https://www.youtube.com/playlist?list=PLSKQ09m4Arez_gSFkKsOW6p7-G-i5KMfq

re play 在 う汰【活舌悪い人】 Youtube 的精選貼文
BIOHAZARD VILLAGE 【バイオハザード8】(Zver.) 実況プレイ #11
異世界からの転生者の可能性
チャンネル登録ありがたいです
→https://www.youtube.com/channel/UCROjd3lVeGGtXwM8h8gnANw?sub_confirmation=1
高評価やコメント等も助かります
#12
#1 https://youtu.be/axgGJBsfK0o
・再生リスト↓
【バイオハザード8 (ヴィレッジ)】
https://youtube.com/playlist?list=PLSKQ09m4ArezR-WWP5-ZiulU2aT26KD9o
【バイオハザード RE:3】
https://www.youtube.com/playlist?list=PLSKQ09m4Arex2ChkMEVrlqwqp4c-BAlPf
【バイオハザード RE:2】
https://www.youtube.com/playlist?list=PLSKQ09m4ArexncUubPs-NynW3mr414Lhw
【バイオハザード4】
https://www.youtube.com/playlist?list=PLSKQ09m4ArezAQC3QLguHZOK8c72ecKBd
【バイオハザード5】
https://www.youtube.com/playlist?list=PLSKQ09m4Arezx-hLBxba6l1shoTRxH4Ji
【ゲーム実況Part1集】
https://www.youtube.com/playlist?list=PLSKQ09m4AreyYpWir57e1BAm_7r2Lwl-U
【単発&短編実況】
https://www.youtube.com/playlist?list=PLSKQ09m4Arez_gSFkKsOW6p7-G-i5KMfq

re play 在 Square Enix Youtube 的最佳解答
NieR's first mobile entry "NieR: Re[in]carnation" is holding a crossover with NieR Replicant ver.1.22474487139... in the English and Korean versions. In addition, we are celebrating 15 million downloads worldwide, alongside other events and campaigns as well! If you haven't started playing yet, download the app from the links below.
*Note: There are no featured characters or weapons in "15 Million Global Downloads Commemoration-Free Summons".
Download Links:
App Store: https://sqex.link/s69
Google Play: https://sqex.link/f4t
▼NieR Re[in]carnation Official Website
https://nierreincarnation.com/
▼NieR Re[in]carnation Official Twitter
https://twitter.com/NieRReinEN
【Game Information】
Title:NieR Re[in]carnation
Genre:Command Action RPG
Supported Platforms:iOS, Android

re play 在 Re-Play - The Power of Recycling - Home | Facebook 的推薦與評價
Re -Play Products are made from recycled milk jugs! It's a better alternative for parents looking to make the planet a better place for their children as ... ... <看更多>