🌻Etsy.com(ETSY)今天盤後發表財報了, 盤後跌了10%.
疫情發生時, 它讓一些人可以有新工作or額外收入. 美國是個創業精神很強烈的國家, 這個網站也讓一些人的夢想可以實現. 網站的商品也相當多元, 沒想到的東西上面都可能有賣(我曾經在上面找過尤加利葉花圈, 以及可以客製化的書桌).
Anyway. 我希望對電商有興趣的讀者, 可以好好趁這個機會研究一下這家公司.
#ETSY 財報官方新聞稿
https://s22.q4cdn.com/941741262/files/doc_financials/2021/q1/Exhibit-99.1-Q1-2021.pdf
https://www.cnbc.com/2021/05/05/etsy-slides-more-than-9percent-after-it-warns-of-slowing-growth.html
🌻今天的大新聞之一, 就是Peloton將他們的跑步機做recall了.
查了一下YouTube, 他們的機器好像很容易翹起來(01:19那邊):
https://www.youtube.com/watch?v=S-fRP3U-nFA
這是另外一個影片, 還好小孩後來爬出來了(Thank God!)(有點恐怖)
https://www.youtube.com/watch?v=onXNnlCYJ4Y
有些投資人喜歡趁公司出了事, 去低接個股, 可是我好幾次的經驗是, 不好的事件有一就有二, 會接連地打擊股價. 如果不怕的話是沒關係, 反正之後都會漲回來, 但這又牽涉到, 錢要卡在那邊多久的議題了. 供參.
🌻行為科學家說, 我們在解決問題的時候, 常會用加法, 不是減法. 所以作者給投資人的建議: 在買股票的時候, 問自己, "要買甚麼? 賣甚麼?"而不是只想著買買買.
The question you should always ask yourself isn’t “What should I buy?” but rather, “What should I buy or sell?” Better yet, instead of asking how you can improve your portfolio, ask how you can streamline it.
https://www.wsj.com/articles/how-to-keep-your-cool-when-markets-are-sizzling-11619190301
🌻Jessica Alba(潔西卡阿芭)創立的The Honest Company今天上市了. 這家公司的產品標榜無毒, 也在大通路如Costco, Target有鋪貨. 有興趣的讀者可以研究看看.
https://www.cnbc.com/2021/04/09/jessica-albas-honest-company-files-for-ipo.html
https://news.sina.com.tw/article/20210505/38454788.html
🌻FireTV與Roku TV的市佔率
前陣子Amazon發表財報, 其中最引起我注意的, 是他們Prime Video串流媒體的成長速度, 因為我最近也常用Prime Video看影片, 影片量多的令我印象深刻.
"因為在家中的消費者依靠線上娛樂，亞馬遜執行長貝佐斯 (Jeff Bezos) 在聲明表示：「隨著 Prime Video 步入第 10 年，過去一年有超過 1.75 億的 Prime 會員在串流媒體上觀看節目和電影，串流媒體播放時間年增 70% 以上，而 AWS 也在短短 15 年快速成長，獲得許多大企業的青睞。」" (新聞來源: https://news.cnyes.com/news/id/4636114)
心血來潮, 找了一下FireTV的市佔率, 沒想到在Q4成長驚人(請見下圖一)
🌻上週提到, 晶片短缺, 可以考慮買車零件(auto parts)的零售業. WSJ也有同樣的看法:
https://www.wsj.com/articles/auto-parts-retailers-still-have-room-to-run-11619718748
🌻好文: Why the Chip Shortage Is So Hard to Overcome
https://www.wsj.com/articles/why-the-chip-shortage-is-so-hard-to-overcome-11618844905
"Auto makers are among the buyers that have felt the shortage most acutely, as cars need more semiconductors than ever before. Electronics made up more than 40% of a car’s total cost in 2017, doubling from that in 2007, according to consulting firm Deloitte."
"Their use is expected to grow, along with costs. German auto-chip maker Infineon Technologies AG said it expects the cost of chips in autonomous vehicles to jump to about $1,200 by 2030 from about $170 currently required for “Level 2” vehicles, or partly automated cars."
Pictures來源:
https://www.mediaplaynews.com/report-samsung-tizen-smart-tvs-top-global-streaming-operating-systems/?hilite=%27David%27%2C%27Watkins%27
https://www.mediaplaynews.com/report-amazon-topped-roku-in-q4-streaming-media-device-sales/?hilite=%27David%27%2C%27Watkins%27
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