$好未来(TAL)$_老虎社区_美港股上老虎

2021-07-24

$好未来(TAL)$抄底了，这个公司有点像做外卖前的美团，团购是一个被证明失败的商业模式，美团很快完成转型，并后来居上。

好未来目前拥有学而思具有强大品牌价值（报名都报不上），再加上可以后发超越$新东方(EDU)$的管理团队，账面的现金也很充足，为什么不给予它更多期待？投资某种程度上就是投人，生意模式不行可以换，好未来具备$美团-W(03690)$敢为天下后的内在气质。足以改变命运的利润，从不来自交易，而是源于投资

教育股再遭重击，你怎么看？

监管发布《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》的通知》，此外，中金下调多只教育股的目标价及评级，受此影响，新东方持续下挫，现跌超40%，报32.40港元，股价创上市以来新低，最新市值555.41亿港元，你怎么看？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

OCISLY1
2021-07-24
OCISLY1
好未来短期收到政策极大的压制，但是归根结底，公司拥有的巨大品牌号召力、渠道以及团队，才是基本盘。通俗一点说，如果不让卖羊头，卖狗肉一样能做好。p.s.我在北大读研认识的很多教授，也都是把孩子送去学而思的，其品牌力可想而知。
财富888
2021-07-24
财富888
啧啧真的勇士
- 财富888回复性感荷官:
  我是小韭菜但至少没被不知道哪天就冒出来的一个政策给摁死的中概割过
- 性感荷官回复财富888:
  呵呵，这个需要对商业的理解、对世界的认知，好未来从40上涨到90，再从90下跌到18，我都看看不说话，现在到6块抄底就成勇士了？看跌话跌，你也就是韭菜
- 财富888回复性感荷官:
  哦每次都可以有相同的结果
- 性感荷官:
  你可以看看我之前1.2买蔚来时多少人看衰
老铁来了
2021-07-24
老铁来了
退市了怎么办？
- 性感荷官:
  为什么要退市？
Rica
2021-07-24
Rica
好未来现在开展托班教育了。旗下品牌叫彼芯。还有励步，搞英语表演啥啥的素质教育了
OCISLY1
2021-07-24
OCISLY1
足以改变命运的利润，从来不是来自交易，而是来自投资！关注了！
爱情骗子
2021-07-24
爱情骗子
荷官确实有很强的洞察力和执行力，我见过的荷官以前都赌

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每次都可以有相同的结果 ","text":"哦 每次都可以有相同的结果 ","html":"哦 每次都可以有相同的结果 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