对聚美优品投资逻辑的思考_老虎社区_美港股上老虎

对聚美优品投资逻辑的思考

水云间
2018-05-26

$聚美优品(JMEI)$$聚美优品(JMEI)$ 聚美优品的情况我谈一下，第一，投资烟蒂股的祖师爷是施洛斯，他是怎么做烟蒂股的，买一堆烟蒂股，用概率取胜，不能重仓，并且有严格的买入卖出标准。没有发这次财报之前，按照烟蒂股的严格买入标准，聚美优品的买入合适点是2美金，发了财报之后，公司基本面改变，估值中枢下移到1.5美金左右，并且聚美优品基本面恶化一个财务指标是经营性现金流开始流出4亿美金，这个基本动摇了烟蒂股的投资逻辑。

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。

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斐洛王
·2018-05-28
2和1.5是怎么得出来的？凭心情？
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- 水云间:
  有公式
  2018-08-07
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huuou
·2018-05-26
烟蒂股不知道适不适合这个时代
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- 水云间:
  不适合
  2018-08-07
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33_Tiger
·2018-05-26
投资烟蒂股的核心逻辑，一定要够分散
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山东菏泽曹县牛逼666
·2018-05-26
你买了没有现在
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趋势炼金
·2018-05-26
不卖不涨
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趋势炼金
·2018-05-26
赶快卖
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对聚美优品投资逻辑的思考

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