p*********r
发帖数: 4593 | 1 好好分析一下它的所有的 business unit.
Retail: 越来越多的州要开始收 sales tax. No price advantage, local retailers
started offering more and more online shop and pickup in stores.
Kindle Fire: Competition because tougher, market is saturated, plus
Kindle Fire HDX cannot be rooted, less and less buyers.
Cloud computing: Competition is coming. Low margin business eventually.
Smart phone: will be DOA. No one will care about the phone unless
it's cheaper than N5 and allow access to Googl... 阅读全帖 |
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c*******y
发帖数: 1630 | 2 this was in May. Sohn conference.
Zach Schreiber is the founder and PM at PointState Capital LP, but he’s
known for having worked under Stanley Druckenmiller at Duquesne for six
years.
Druckenmiller comes out to introduce Zach. Schreiber wants to be net short
crude oil, “It’s going lower, much lower.” He wants to play advantaged
refiner stocks for upside.
“US crude is being drilled for by the same cast of characters who
oversupplied the natural gas market. Ladies and gentlemen, the song remains
... 阅读全帖 |
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o****x
发帖数: 287 | 3 It has to have exponential growth potential to justify a P/E of 50. BABA is
not a new company, and it faces stiff competition from so many other
players such as JD, where does the exponential growth come from, except from
刷单?
AMAZON is different. 1st, amazon is not merely an online market place, in
fact most of the products listed on amazon are sold by amazon itself. 2nd,
amazon's cloud service is MUCH MORE credible and advanced than BABA's. 3rd,
amazon has proven to be able to grow exponent... 阅读全帖 |
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o****x
发帖数: 287 | 4 "BABA要是几年内EPS double的话，P/E就变成一半了"
That's a BIG if!
Again, the Chinese domestic market has already been saturated by the
numerous eCommerce companies, and BABA will have very difficult time to
expand the market share in China, especially because of the tax issue and
the fact that there are tons of fake products being sold on the BABA. And I
highly doubt that BABA will be successful in international market. |
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d*****s
发帖数: 5610 | 5 saturated这个词说必须要有证据吧，说说看网上购物在中国零售的比例是多少吧。
我发现这里很多讨论都是自己凭空想象，比seekingalpha上差很多，seekingalpha上面
好歹很多人做research，都有数字说明，引用财务报表，analyst的分析，最多是
interpretation会有区别。
这里的讨论都是断言，没有证据的说。
I |
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e*********r
发帖数: 337 | 6 If an iPhone only makes phone calls, then you have a valid point. The well
documented demise of Nokia, Moto and Blackberry is the proof.
The question needs to be asked is this --- when will the era of mobile
computing end? My understanding is that the post-PC, mobile computing era
is here to stay for at least another decade. Apple will remain as the most
innovative/profitable player in this arena. Iphone may have saturated in the
developed world, but its growth in China is nowhere near to be ov... 阅读全帖 |
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e*********r
发帖数: 337 | 7 If an iPhone only makes phone calls, then you have a valid point. The well
documented demise of Nokia, Moto and Blackberry is the proof.
The question needs to be asked is this --- when will the era of mobile
computing end? My understanding is that the post-PC, mobile computing era
is here to stay for at least another decade. Apple will remain as the most
innovative/profitable player in this arena. Iphone may have saturated in the
developed world, but its growth in China is nowhere near to be ov... 阅读全帖 |
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e*********r
发帖数: 337 | 8 It's more of a change in its marketing strategy as the smartphone market
saturates in the US -- almost half of the smartphones sold in US are iphones
. And I somehow feel Cook is a better choice for today's Apple. After all,
Cook was hand-picked by Jobs. Jobs's attitude is basically --- F*** off, i
do whatever I wish. I still remember watching Steve Jobs threw a microphone
to the floor and walked out on a live on-air CNBC interview. But in reality,
for a public-traded company of this size, you ... 阅读全帖 |
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B******e
发帖数: 16928 | 9 Iphone sales growth slowing is because the smartphone market is getting
saturated, not because its competitors are succeeding or a new type of
smartphone is evolving. PC shipments are slowing down, but MSFT is not dead
because it has a huge market share of operating systems for PC. So long as
AAPL's competitor is suffering, AAPL can keep its profit margin as well as
its market share. And if there is any innovation in new type of smartphones
from any company, I would put my bet on AAPL.
, |
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l***c
发帖数: 1634 | 10 1)
tesla is rich persons' toys for now, but this market is getting saturated.
2)
So far Tesla can't lower its production cost to produce low-cost vehicle
which will be the main market in car business.
3)
The oil price is low and will keep low for a couple of years. People has no
strong motivation to buy e-cars. |
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y********n
发帖数: 4452 | 12 你out了。
现在最悲催的就是junior trader。以后被自动化的可能性非常的高。现在好多buy
side和sell side都已经有很多virtual trader 和 automated trading system。以后
这些人和邮递员一样要换profession。现在junior trader paid并不高，而且给layoff
掉根本没有办法自己炒股赚钱。
Senior trader少之又少，而且很多也是没有那个特殊环境根本赚不到钱。senior
trader扔在股市里绝大多也是亏钱的命。
现在financial公司和以前根本不一样了，sell side给政府管的严严的，根本不能赚到
钱。buy side over saturated,绝大多HF都赚不到多少。一个饼太多人抢了。 |
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y*****d
发帖数: 415 | 13 为什么senior trader扔股市里大部分是亏钱的命？
: 你out了。
: 现在最悲催的就是junior trader。以后被自动化的可能性非常的高。现在好多
buy
: side和sell side都已经有很多virtual trader 和 automated trading system
。以后
: 这些人和邮递员一样要换profession。现在junior trader paid并不高，而且给
layoff
: 掉根本没有办法自己炒股赚钱。
: Senior trader少之又少，而且很多也是没有那个特殊环境根本赚不到钱。
senior
: trader扔在股市里绝大多也是亏钱的命。
: 现在financial公司和以前根本不一样了，sell side给政府管的严严的，根本不
能赚到
: 钱。buy side over saturated,绝大多HF都赚不到多少。一个饼太多人抢了。
|
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W***n
发帖数: 11530 | 14 Hedge Fund Winners and Losers Emerge as Year Ends on Better Note
by Katia Porzecanski , Nishant Kumar , and Bei Hu
December 20, 2016, 12:00 AM CST December 20, 2016, 8:14 AM CST
Strategies focused on macro trends produced the worst returns
Who Were 2016's Hedge Fund Winners and Losers?
This was the year to ridicule hedge funds. Pension funds, politicians,
Warren Buffett, even hedge fund managers themselves -- they all had
something to say about the disappointing performance, high fees and market... 阅读全帖 |
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发帖数: 1 | 15
又有人跳出来当龟：
Pacific Crest downgraded chipmaker Nvidia to underweight "due to signs of
desktop graphics market saturation, lower margins from incremental Nintendo
'Switch' revenue, and a possible pause in the company's data center business
this summer." |
|
发帖数: 1 | 16 Pacific Crest lowered its rating on Nvidia to underweight from sector weight
, saying a survey of the chipmaker's customers indicate earnings will come
in below expectations this coming year.
"We are downgrading NVDA … due to signs of desktop GPU [graphics processing
unit] market saturation, lower margins from incremental Nintendo Switch
revenue and a possible pause in the company's datacenter business this
summer," analyst Michael McConnell wrote in a note to clients Tuesday. "
Desktop graphics... 阅读全帖 |
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a******n
发帖数: 206 | 17 MO 这种股不怕跌。（可能PM 更稳？）
政策打压的够狠了，负面情绪已经saturated, 不能更打压了。
反而烟民戒烟没那么容易，所以在几年甚至十年的尺度上，基本面上不会变化太大。
bottom line 是拿着收息都行。 |
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c******y
发帖数: 332 | 18 你跟销售经理聊CEO要关心的话题？哈哈
我不碰车企的原因是汽车已经是saturated market, 而且车是耐用品，几年都不带更新
换代的。注定了cash flow不会太好。
看好特斯拉是因为这是个新兴市场，有爆点。感觉马斯克现在要搞的“Tap and Buy”
，就是要把车向一般消费品靠拢，而远离耐用品概念。按着他的性格，说不定将来会把
车做成电话的模式，两年sign一次contract。 |
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c**l
发帖数: 9003 | 19 "In this movie we see the difference between the Chinese and us. Chinese don
't want to abandon their home. They have the traditional idea for thousands
of years. By moveing the earth to escape the solor system. Amazing!"
"The first doomsday movie tries to escape accompanied by our earth. Amazing
idea!"
"I just watched this Chinese sci-fi movie and I think a nine-star rating is
proper for the movie. I give 10 because I really love it.
Lets save the words of the scientific errors in the movie, be... 阅读全帖 |
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m***i
发帖数: 4637 | 20 There are 8509 485 applications from TSC-June, more than the applications
submitted at TSC-May (new data).
In the past week, only April and May are moving fast while Jan, Feb and
March do look saturated in total. 022-028 are moving fast too.
It is very hard to predict any single cases. But I do see a lot of good
movements in every single 1K region (not single 0.1K region).
The percentage of March is 32.7% not 31.9%. Sorry for that. |
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s*****o
发帖数: 1540 | 21 1 paper in premier conference workshop.
keywords: cloud infrastructure; resource allocation; power consumption;
performance evaluation; cloud computing. energy consumption. IaaS clouds.
non-saturated operation. pool management scheme.
Reviewer must be a Ph.D. in related field. Please let me know if you want to
review. Review due end of the month. |
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p******g
发帖数: 94 | 22 title:Stability of stratified Rivlin-Ericksen (Model) fluid in magnetized
quantum plasma saturating a porous medium
abstract:The present investigation is to focus on the quantum effects on the
Rayleigh –Taylor instability in an infinitely electrically conducting
inhomogeneous stratified incompressible, viscoelastic fluid/plasma through a
porous medium in the presence of a vertical magnetic field
International Journal of Astrophysics and Space Science
站内信
facebook |
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l******n
发帖数: 372 | 23 Journal: International Journal of Pharmaceutics (IF=3.65)
Title: Saturation solubility of scopolamine in thin films of polyacrylate
pressure sensitive adhesives is temperature dependent
Please PM me if you believe you are able to provide a quality review, along
with the information of your research background. I will recommend your name
to the editor.
Thanks. |
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j*****2
发帖数: 361 | 24 Paper Title: Convective heat transfer in a porous enclosure saturated by
nanofluid with different heat sources
Journal: Journal of Thermal Science and Engineering Applications
有意者想发相关背景短消息联系！ |
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g********f
发帖数: 1112 | 25 赞乐观
The job market is saturated. I found it's extremely difficult to land an
ideal job too
. |
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G****e
发帖数: 11198 | 26 注意饮食营养，锻炼身体。
吃的不要偏食太厉害，肉，蔬菜，水果要搭配好。每周早上起来小跑几次，舒筋活骨。
不要吃那些垃圾食品：cheese/butter/sugar-containing junk food. 尤其富含
saturated fat。
此外，根据自己的体质是否合适，吃羊肉或者炖鱼汤。
以上只是建议，没有参考文献。 |
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w*****n
发帖数: 46 | 27 是不是R的都应该修？另外F和W的应该怎么办？
请赐教，拜谢了！
R = repair or replace - does not function as intended or adversely affects
the habitability of the dwelling, F = further investigation by a specialist
to determine if corrective action is required, W = watch - requires
subsequent observation to determine if corrective action is required.
M
1.10.36
Exterior roof maintenance cleaning of roof gutters needed at back lower
garage roof and at back main roof at left end.
F
2.11.12
Garage interior limited inspection due t... 阅读全帖 |
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T******s
发帖数: 617 | 28 I already tried to stress the trees by adding saturation. For the family, I
added two graduated filters around them so that they can pop up from the bac
kground.
If you want to do more than these, you can play with the color channels and
select the family out to tweak it
the |
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a**e
发帖数: 5094 | 29 记得olive oil是所有油里面saturated fat含量最低的，所以相对比较健康 |
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e****7
发帖数: 4387 | 30 I think the market near 越华 is pretty saturated. There are Ocean Pacific,
Little Saigon, and many others in the competing market area. |
|
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s*******a
发帖数: 8827 | 32 It's the official CNN story. As follows:
All McDonald’s nuggets are not created equal.
U.S. McNuggets not only contain more calories and fat than their British
counterparts, but also chemicals not found across the Atlantic.
CNN investigated the differences after receiving a blog comment asking
about them.
American McNuggets (190 calories, 12 grams of fat, 2 grams of saturated fat
for 4 pieces) contain the chemical preservative tBHQ, tertiary
butylhydroquinone, a petroleum-based product. They |
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K****n
发帖数: 2485 | 33 具体是哪些设置项目？Contrast和Saturation？
貌似S5IS上没有，我已经把设定菜单都翻遍了 |
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t**********p
发帖数: 2672 | 34 Why does this cloud look so strange? Actually, pictured above are several
clouds all stacked up into one striking lenticular cloud. Normally, air
moves much more horizontally than it does vertically. Sometimes, however,
such as when wind comes off of a mountain or a hill, relatively strong
vertical oscillations take place as the air stabilizes. The dry air at the
top of an oscillation may be quite stratified in moisture content, and hence
forms clouds at each layer where the air saturates with m... 阅读全帖 |
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k********y
发帖数: 2562 | 35 试试看。。。我做的是改良式的。。。俺妈做的是正宗的。。。说实话，正忠的太油腻
，俺用小排骨代替鲜肉。。。第二天把上面的油去掉（虽然不多，但都是saturated
fat）去掉后吃起来就安心了。。。 |
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p*****o
发帖数: 1285 | 36 I think that he means the total luminosity of all stars are about the same
as the peaks.
I didn't do the measurement, but it seems to me that the total luminosity of
the peaks are smaller than that of the stars. Since the peaks are covered
by snow with high reflectivity, and they may reflect and scatter startlights
from half of the sky, they may get seen brightness from the stars alone.
It should be moonless. If there is a moon, it has to be nearly above the
location of the camera given the r... 阅读全帖 |
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T*********e
发帖数: 39815 | 37 不懂，等专家来科普
看wiki上这么写：
Potassium iodide was approved in 1982 by the US FDA to protect the thyroid g
lands from radioactive iodine from accidents or fission emergencies. In the
event of an accident or attack at a nuclear power plant, or fallout from a n
uclear bomb, volatile fission product radionuclides may be released, of whic
h 131I is one of the most common by-products and a particularly dangerous on
e due to thyroid gland concentration of it, which may lead to thyroid cancer
. By saturating th... 阅读全帖 |
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b****g
发帖数: 331 | 38 第三张最喜欢. 就是图象太大, 一屏看不完. 最后一张是啥意思?
我刚才看了一眼我上的那个照片. 怎么颜色这么暗淡? 我已经把它缩成WEB SIZE了后才
上载的. 色彩不该有偏移了. 难道我应该先OVER SATURATE么? 现在这里不是正在严打
PS么? 不敢啊. |
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r*c
发帖数: 16750 | 39 10:36: Global carriers supporting this new iPad will include AT&T, Verizon,
Rogers, Bell and Telus.
10:34: Schiller's showing off the different in speeds between 3G and 4G.
Photos load significantly quicker, as do videos.
10:33: Next-generation wireless! They're adding 4G LTE support.
10:33: 4th feature: voice dictation. Now there's aa new key at the bottom, a
microphone. Tap the button, dictate an email message, and it'll translate
that to text.
10:30: You can now take videos in 1080p.
10:29: S... 阅读全帖 |
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p*******5
发帖数: 6446 | 40 色彩深度是什么意思? color saturation? |
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p*******5
发帖数: 6446 | 41 查了下, color depth和color saturation不是一回事. Color depth of a display
device is how many bits you can use to represent a specific color, so it's
more like color precision... |
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d******8
发帖数: 3017 | 42 Almonds
Nutritional value per 100 g (3.5 oz)
Energy 2,408 kJ (576 kcal)
Carbohydrates 21.69 g
- Starch 0.74 g
- Sugars 3.89 g
- Lactose 0.00 g
- Dietary fiber 12.2 g
Fat 49.42 g
- saturated 3.731 g
- monounsaturated 30.889 g
- polyunsaturated 12.070 g
Protein 21.22 g
- Tryptophan 0.214 g
- Threonine 0.598 g
- Isoleucine 0.702 g
- Leucine 1.488 g
- Lysine 0.580 g
- Methionine 0.151 g
- Cystine 0.189 g
- Phenylalanine 1.120 g
- Tyrosine 0.452 g
- Valine 0.817 g
- Arginine 2.446 g
- Histidine 0.... 阅读全帖 |
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E********m
发帖数: 373 | 43 The Woolverton Inn
6 Woolverton Rd Stockton NJ
1-888-264-6648
The Woolverton Inn is located in central NJ near New Hope, PA and and
Lambertville NJ. The Woolverton Inn is a lovely country estate Bed and
Breakfast inn offering the ultimate in privacy and luxury, nestled on ten
park-like acres, surrounded by 300 acres of preserved farmland and forest.
FunNewJersey.com picks the Woolverton Inn as the #1 best overall Bed and
Breakfast in all of New Jersey!
The Warm up and Chill out Package
Warm up a... 阅读全帖 |
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p*******n
发帖数: 4824 | 44 【 以下文字转载自 WaterWorld 讨论区 】
发信人: mbp (Mac Book Pro), 信区: WaterWorld
标 题: 加州highway 1昨晚山崩...难道整个太平洋板块都开始振动了？？
发信站: BBS 未名空间站 (Thu Mar 17 10:36:53 2011, 美东)
有点恐怖啊。。。
加州highway 1昨晚山崩...封路了。。。
难道和日本地震，广东断裂没有关系么？
http://www.mercurynews.com/breaking-news/ci_17632293?nclick_che
Calif. highway closed because of landslide
The Associated Press
Posted: 03/16/2011 10:44:03 PM PDT
MONTEREY, Calif.—The California Highway Patrol says a section of Highway 1
in
Monterey County is closed after a portion of satura... 阅读全帖 |
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m********n
发帖数: 953 | 45 对了，抓住你问个摄影问题
我现在用佳能，想到重新设置sharpness， color saturation之类的那四个选项，哪种
组合比较好？ 我想照片比较sharp，但是又不会很亮 |
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l*******s
发帖数: 26303 | 46 我都是后期调的。。。相机里怎么设置还的看出的片怎么样再来调把，不能一概而论。
架个三脚架对同一副风景用相同的参数，不同的sharpness和saturation照几张，自己
比比就清楚了。 |
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m****0
发帖数: 5857 | 47 The 馍 suppose to be saturated with soup leaving not much extra |
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p***y
发帖数: 18037 | 49 Half & Half --
Nutrition Facts
Serving Size: 2 tbsp.
Amount per Serving
* Calories 40 Calories from Fat 25
% Daily Value *
* Total Fat 3g 5%
* Saturated Fat 2g 10%
* Trans Fat 0g
* Cholesterol 15mg 5%
* Sodium 30mg 1%
* Potassium 45mg 1%
* Total Carbohydrate 1g 0%
* Dietary Fiber 0g 0%
* Sugars 1g
* Protein 1g 2%
* Vitamin A2%
* Calcium4%
Est. Percent of Calories from:
Fat 67.5% Carbs 10.0%
Protein 10.0%
Skim Milk --
Nutrition Facts
Serving S |
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a*o
发帖数: 25262 | 50 放心吧。。。那油不肥吧。。。只要不是 Saturated Fat 就行了。。。那个金字塔里
推荐天天吃。。。。。。 |
|
