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Norman_111

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- Norman_111Norman_111
  ·2020-09-25
  $蔚来(NIO)$蔚来落在家门口了
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- Norman_111Norman_111
  ·2020-09-04
  $Docusign(DOCU)$超跌了，好想补点可以没钱了
  3,392 评论
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- Norman_111Norman_111
  ·2020-09-03
  财报的一点看法
  $跟谁学(GSX)$ 跟谁学财报, 2020前半年的话, 6个月的时间里整体的营收417,247 KUSD, 换算成人民币差不多2.85亿, 他们网站上的课程差不多一个在3600-6000元附近, 按照5000算平均好了, 差不多57万用户(不考虑复购的情况下). 一年的话, 简单*2就是114万用户. 按照他们现在的估值, PB达到了90, PE也差不多400多, 如果假设稳定运营了, PE能被消化到20, 那么就是说earning还要翻20倍, 如果他们的基础设施(比如运营硬件等完全不用增加费用, 新增用户完全可以使用已有的设备等不需额外运营成本), 那么是不是说一年的用户要达到 114万*20=2000多万? 如果考虑复购等因素, 那也需要有个1000万以上的稳定用户了. 感觉财报的数据没问题的情况下, 这个估值是不是有点过高了?
  1.54万 14
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  财报的一点看法
- Norman_111Norman_111
  ·2020-09-03
  $跟谁学(GSX)$ $老虎证券(TIGR)$ 下来吧, 别装了
  3,081 评论
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- Norman_111Norman_111
  ·2020-05-20
  $瑞幸咖啡(LK)$ 如果大部分都做空, 空头有被挤兑的风险吗??
  4,515 1
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- Norman_111Norman_111
  ·2020-05-07
  $Beyond Meat, Inc.(BYND)$ 泰森那边有那么多感染新冠, 应该是这个原因导致人造肉涨的吗
  5,723 2
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[捂脸]，会有所发现"},{"author":{"id":"3485340575952975","authorId":"3485340575952975","name":"T20211211619","avatar":"https://static.tigerbbs.com/3228941d078902252e4bfcccc2a6e91a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3485340575952975","authorIdStr":"3485340575952975"},"content":"兄弟，跟谁学用户大部分是白嫖免费课程的，你算均价和实际会天差地别。","text":"兄弟，跟谁学用户大部分是白嫖免费课程的，你算均价和实际会天差地别。","html":"兄弟，跟谁学用户大部分是白嫖免费课程的，你算均价和实际会天差地别。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":978339301,"gmtCreate":1599124368103,"gmtModify":1704221621337,"author":{"id":"3525916420420803","authorId":"3525916420420803","name":"Norman_111","avatar":"https://static.tigerbbs.com/29479e15baa8b047c5bf2d072d990514","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525916420420803","authorIdStr":"3525916420420803"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 下来吧, 别装了","listText":"<a target=\"_blank\" 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如果大部分都做空, 空头有被挤兑的风险吗??","text":"$瑞幸咖啡(LK)$ 如果大部分都做空, 空头有被挤兑的风险吗??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/959596994","isVote":1,"tweetType":1,"viewCount":4515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927639472,"gmtCreate":1588852814196,"gmtModify":1704178639047,"author":{"id":"3525916420420803","authorId":"3525916420420803","name":"Norman_111","avatar":"https://static.tigerbbs.com/29479e15baa8b047c5bf2d072d990514","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525916420420803","authorIdStr":"3525916420420803"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a> 泰森那边有那么多感染新冠, 应该是这个原因导致人造肉涨的吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a> 泰森那边有那么多感染新冠, 应该是这个原因导致人造肉涨的吗","text":"$Beyond Meat, Inc.(BYND)$ 泰森那边有那么多感染新冠, 应该是这个原因导致人造肉涨的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/927639472","isVote":1,"tweetType":1,"viewCount":5723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}