謝謝方源和馮智政的美國旅客經濟觀察分析 ~👍👍

二位先生妙語如珠，集知識與輕鬆幽默於一爐 。 👍👍👍

馮同學對衝基金

謝謝方源和馮同學🙏🏼🙏🏼🙏🏼💪🏼💪🏼💪🏼😂😂😂

期待方圓再出新投資班❤

感謝堅離地方源先生，馮同學。

股埸明燈馮同學，笑到咳

有冇搞錯呀，方源兩三個禮拜先至嚟一次，得嗰20分鐘咁少！😞

堅離地政經團隊好! 大家好! 早/午/晚上好!

見返方圓巧開心🎉。

用上次去日本嘅經驗, 自己直接入酒店網頁訂房平過 hotel.c...酒店自己網站有時有自己promotion, 我上次有包埋非常正👍👍👍嘅足料酒店早餐.. 自己用酒店網頁重可以 任何時候(24 小時前) cancel 訂房, 因為酒店房係海鮮價, 周時調整㗎. 搵到平的房(even 同酒店), 即時取消原先訂再用新價訂過同間房😂😂

係唔係錢入左美股，入到民間，可以令國民去到外國做豪客

美元高及通脹又高，而日本正正是相反。美國人唔去外遊等幾時！

馮同學可能比較有米，去旅行唔多格價，我去trip連booking agent都有比較，同一間酒店Expedia 和orbitz根本兩者互通，而且貴過其他 online agent，可能google booking都好過佢哋, 我已經放棄用呢兩間嘢，咁樣做生意，股價點會好？

支持廣東話頻道💪

I highly recommend La Fortuna in Costa Rica, about 3 hr drive from San Jose. It is a beautiful volcanic mountain with many hot springs. Since it is in the mountains, it is not humid there but you still see the diversity of a rain forest.

日本紙唔值錢!

唔使賣廣告即係做得好掂🤔

十幾年前去過 Costa Rica，嗰時好多中國投資基建。

EXPE p/e = 23.31 American company Net income = USD688 million (2023) BKNG p/e = 29.50 Netherlands company Net income = USD4.289 billion (2023)

航空公司冇因為廉航而蝕錢 係因為佢喺信用卡果度賺咗一大筆 eg 3 B loss on ticket sale offset by 5B in credit card revenue. That’s why almost all airlines are affiliated with a credit card company.

Expedia vs Booking 如果你用格價嚟講，其實唔係得兩間㗎。 就算同一個公司下唔同網路都唔同價，然後有其他兩三個小技巧。

👍👍

同意同學講話大部份Dmainstream 米國人比歐人少出國 個人補充：佢地有D去下carribeans 遊河（in mega boats aka boxy floating apartment block)就好似好叻咁(其中不乏250 lbs everything hanging out 大大聲聲 不時係船上動武果種）You now have an idea who cause “Over tourism “ in the Mediterranean, in Alaska 🙄當地居民不勝其擾

🎉🎉🎉

Cal is my alma mata, pround to be a BEAR. Go Bear!

👍🙏👍🙏

❤

fyi, Cal is UC Berkeley..

兩位同學 你地講果D travel booking intermediaries 本人極小幫趁 their “listed price “is almost always the non cancellable type within the lowest category 😮從來未見過jack 數 May be it’s just me. Plus why should I pay them in advance 🧐when I could pay upon leaving the hotel.

見到很多都是一家大細一齊旅遊

馮同學是明燈😂😂😂

Booking 喺yt落好多廣告架馮同學😂

US international tourism surge? 喺 好多米人湧去曰本 曰元低迷係好大因素 更大嘅原因喺好多米人先洗未來錢 博命碌card 唔駛講 連AMEX 都出咗flexible pay option 每個月係咁而俾小小就得喇 well 18%interest rate 喎 冇有怕 the credit card debt could be “statute barred” in 7? Years 玩左先啦

馮同學老老實實工作啦，戒賭吧😅🎉🎉🎉

UK booking多廣告喎

Cal Berkeley, UC Berkeley

馮同學, 背後本視若無睹係咩書黎? 介紹返呀唔該

America is huge and has many national parks with diverse landscapes. Not to mention Vegas and Disney World. Lower income families tend to take road trips to see other states for a cheaper vacation cost. I do feel like Americans tend to be close minded and ignorant about other countries, especially older generation. I have a friend in early 30s who is trying to go to Japan for her honey moon next year, and her parents were very worried and wanted to convince her not to go. So younger generation are more curious about the outside world, but older, less educated generation tend to want to just stay within the US while traveling. Amongst the younger generation, I know many people who are lower income and upper income who have traveled to foreign countries.

馮同學會唔會聽呀Calvin講開個Patron 講自己有乜嘢貨🤣

我舊年大手入 fas,年初驚又再加息，沽了九成，轉買 nvda,好在nvda升多過 fas, 否則我苦過 DD。 夕陽無限好，我沽nvda，入 nvdu, nvda升破二百便拜拜， 明知 Trump明年回朝，全球大風大雨，尤其習主席特别聰明才智，我開始入 yang,是惡意入市，因為習主席又有龐大計劃

一般媒體開始成日講既股票都要避一避

美國人見識係少嘅，美國人鍾意國內旅行，去Disney ，之後就墨西哥，去歐洲已經好叻。 美國人以為美國passport去邊都得，完全唔諗visa問題🤣 今年確實我識五六組美國人（ABC 大陸人 白人）從來唔去旅行都去日本，不過咩App/tech都唔識用，學都唔想學嘅🙄

馮同學，雖然你飽讀詩書，不過你買邊隻股背後嘅邏輯同推論方法，同我讀書唔多而年屆七十嘅父母差唔多。。。

Yes 😂

遊日米人多數係上咗年紀？ 日日睇ANN 見親D 都係中年發福嘅low life budget traveller 🫢 住bullet hotel 喺京都連私家路照沖 隨地拋垃圾 連去大涌谷都慳埋 喺七仔前面遙影富士山 當地居民不勝其擾 erect a net blocking the view with the intention of deterring these low life disrespectful tourists. Not an issue, a hole was found on the net, the size of which is adequate for a Mt Fuji snap. Unbelievable 😮😮

遊日米人多數係上咗年紀？ 日日睇ANN 見親D 都係中年發福嘅low life budget traveller 🫢 喺京都連私家路照沖 隨地拋垃圾 連去大涌谷都慳埋 喺七仔前面遙影富士山 當地居民不勝其擾 erect a net blocking the view with the intention of deterring these low life disrespectful tourists. Not an issue, a hole was found on the net, the size of which is adequate for a Mt Fuji snap. Unbelievable 😮😮

通常生意好所以唔賣廣告吧😅

Mr Fong, go check all Alaska cruises in Summer, they are all sold out,most are American spending US dollars in US. Your comments not correct

Mr Fung, Google more each company b4 buying their stocks laa😂

跪求溤智政開披藏，幾貴都好，剩係每日貼倉就得。世界好紛亂，已經死得人多，麻煩你當係做善事對沖。

美国人唔係好需要离境就好多嘢做到 所以唔可以太直接比较

原來馮同學係明燈😂😂😂

馮同學你重好提15分鐘新聞😠

McDaniel 昨晚已經升到128啦😅

馮同學因買錯Expedia 被毆打

真係馬後炮，好容易，聴這位先生方析，佢應該發達過李生，佢祗要用佢方法分析二三十隻股票，每年五六隻重注，肯定有錢過李生

智者千慮 必有一失😂