$腾讯概念(BK45_老虎社区_美港股上老虎

我吃我自己的蛋糕ey
2023-05-20

$腾讯概念(BK4509)$ pony Martin James John四人档，整体配合很均匀，意外的是pony的英文相当出色，反倒James不出色。当然Martin最标准，财务部分我不太理解游戏公司的一些模式但是我稍微感觉莫名其妙的cash部分过多，资金使用效率质疑，莫名其妙的海外loan结构也很奇怪，投资部分不足（上市部分），发展战略反正也没人提问，整体就是念一遍稿子的会，整体国内内生升业务过于稳健，稳健踏实迈步风格中规中矩不激进，没有做到头部公司应有的姿态（personally）

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奔跑吧美股
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pony的英文相当出色?你确定是这样吗?
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小东王子
·2023-05-20
$腾讯概念(BK4509)$ 这走势有点诡异
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去二三四五
·2023-05-20
中规中矩不激进的标的值得关注
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