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老虎1986
2020-09-03
抓紧这段开心的时光吧,不开心的日子要来了
抱歉,原内容已删除
老虎1986
2020-06-02
$跟谁学(GSX)$
我猜今晚收盘跌3个点
老虎1986
2020-06-01
$跟谁学(GSX)$
请问香橼会找人伪造录音,然后把伪造的录音还上交给sec?香橼自首?别的不多说[开心]
老虎1986
2020-06-01
[看跌]
在线教育“责任”报告:尚德、精锐教育获客成本高企 流利说、跟谁学有机构套现
老虎1986
2020-06-01
$跟谁学(GSX)$
股东都在套现跑人[看跌]
老虎1986
2020-06-01
如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。
老虎1986
2020-06-01
@跟谁学 如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。
老虎1986
2020-05-31
回复
@老虎1986
:优惠有空聚聚们ji yuduyiy//
@老虎1986
:码了这么多字也不嫌累,就是空,没有任何理由。不相信浑水,更不相信拉总,就这么简单
@大哥千万别站山上:跟谁学调研,有惊喜(跟谁学跟踪研究20年5月19日)
老虎1986
2020-05-26
$跟谁学(GSX)$
预备,跳
老虎1986
2020-05-24
$跟谁学(GSX)$
大家没觉得跟谁学和我们股票推荐群一样吗?所以该怎么操作大家就清楚了。
老虎1986
2020-05-20
$跟谁学(GSX)$
大胆预测下,下周会到28元。破了28就会飞流直下三千尺
老虎1986
2020-05-20
$跟谁学(GSX)$
拉总之前不质押股票,4月6号质押了5000万美金,原因说是择机增持股票。为什么4月6号之前不质押去择机增持,你品,你细品
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n在线教育“责任”报告:尚德、精锐教育获客成本高企 流利说、跟谁学有机构套现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-01 14:55 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-06-01/doc-iircuyvi6130690.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:在线教育“责任”报告:尚德、精锐教育获客成本高企 流利说、跟谁学有机构套现 2019年夏天,数家在线教育公司总计40亿的投放金额震惊了广告业,头部玩家一跃达到了百万级的体量。动辄数十亿的投资,究竟创造了多大的价值呢? 资本遇到教育,谁“变异”了?本报告为21世纪资本研究院、南方财经责任投资行动发布的《ESG测评在线教育“新势力”》系列报告的第五期。本期聚焦在线教育企业的“责任”指标。...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-06-01/doc-iircuyvi6130690.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{"01797":"东方甄选"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-06-01/doc-iircuyvi6130690.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2040207206","content_text":"原标题:在线教育“责任”报告:尚德、精锐教育获客成本高企 流利说、跟谁学有机构套现 2019年夏天,数家在线教育公司总计40亿的投放金额震惊了广告业,头部玩家一跃达到了百万级的体量。动辄数十亿的投资,究竟创造了多大的价值呢? 资本遇到教育,谁“变异”了?本报告为21世纪资本研究院、南方财经责任投资行动发布的《ESG测评在线教育“新势力”》系列报告的第五期。本期聚焦在线教育企业的“责任”指标。上市公司的责任指标,一方面体现在企业对于募投资金的运用方向,另一方面,也关乎企业对于业态有序发展的维持;同时,股东责任、高管责任亦不容忽视。2019年夏天,数家在线教育公司总计40亿的投放金额震惊了广告业,头部玩家一跃达到了百万级的体量。动辄数十亿的投资,究竟创造了多大的价值呢?延续已经发布的《在线教育“成长力”报告》、《在线教育“产业护城河”报告》、《在线教育“财务安全”报告》、《在线教育“资本依赖度”报告》,本期研究团队仍遴选16家在美上市的,已经开展在线教育的规模型企业作为研究标的。包括K12为主的好未来、跟谁学等,亦包括传统教育龙头新东方,以及正保远程教育和尚德机构等成人职业教育平台。在线教育“责任”报告框架介绍2020年伊始,一场疫情又让在线教育热度陡增,不少线上教育平台第一时间上线免费课程,线下教育机构也加速线上化,或主动或被动,学生和家长纷纷投向在线教育的怀抱。为了在这场营销大战中拔得头筹,众多在线教育平台火力全开。最终结果如何呢?本期报告继续延续机构投资人信息调研,同时基于在线教育的募集资金投向、资本回报情况、获客成本、客单价等指标,综合证伪目前的市场认知逻辑。在线教育平台的疯狂融资究竟投向了哪里,科研、还是营销?层出不穷的天价“广告”到底效果如何,多少资金在恶性竞争中化为泡影,又有多少资金真实转化为业绩?此次框架研究中,同样已经假设在校教育龙头机构财务数据准确,剔除可能存在的刷单、财报作假、转移成本、虚构营收等问题……广告投放火力全开继亮相春晚后,独角兽猿辅导又砸重金投入《王牌对王牌》、《最强大脑》等热门综艺,刷足存在感;跟谁学旗下高途课堂也搭上了《极限挑战》的“顺风车”;网易有道旗下K12网校有道精品课直接邀来郎平做品牌代言人……除了品牌战如火如荼,在寒假和公共卫生事件叠加期间,“停学不停课”倡议打响,免费直播课、9.9低价课等促销活动也层出不穷。尽管自2014年元年发展至今,在线教育行业已经经历了一轮激烈的优胜劣汰,能够历经多年生存下来的平台,无不是有大体量资本注资,或是已经具有盈利能力自给自足的平台。2017年至今,领跑的在线教育企业商业模式逐步清晰,头部玩家陆续登陆资本市场。但整体来看,当前在线教育行业仍处于较初期发展阶段,行业竞争格局较为分散。截至目前,即便是营收规模最大的新东方、好未来两大营收年超过百亿的龙头企业,营收主力K12教育的市场占有率仅有2%。根据艾瑞咨询发布的报告显示,2019年,全国K12培训机构达百万家,其中多数都是微型机构,一年招生人次在300人以下的微型机构数量占比高达60%。随着此次疫情影响,在线教育行业意外迎来了自己的高光时刻,各大细分龙头之间的竞争也愈发激烈。但行至水深处,在线教育现有的商业模式是否稳固、各大龙头究竟应该凭借什么在竞争脱颖而出,却越发扑朔迷离。巨额融资主要投向哪里?随着在线教育风口被逐渐引爆,越来越多线上教育平台涌入资本市场,根据研究团队不完全统计,美股中涉及线上教育业务的16家中概股仅首发募资金额就已达到15.41亿美元(约合人民币109亿元)。综合来看,研发、内容、营销网络、补充流动资金、日常运营、偿还债务、潜在的投资机会是在线教育平台普遍投入的项目,其中在线教育企业对于研发、营销最为常见的募投项目,几乎每一家的募投项目都有这两大用途。由于在线教育行业的同质化严重、市场竞争激烈,随着各大平台加大营销进行生源抢夺,不断推高获客成本,侵蚀平台净利润,盈利能力或会被进一步削弱。获客成本日渐攀升据招商证券研究表明,在线教育的转化率——低价转正价的比例,夏转秋平均为15%-30%;留存率——正价用户续班的比例,平均在50%-80%。转化率和留存率均处于较低水平。整体来看,2019年可查的几大在线教育龙头企业的获客成本都在百元以上,其中最高的莫过于尚德机构,2019年新客成本达到4936元,但公司的平均客单价也高达6497元,其次是精锐教育,在线业务板块新客成本约在1500元,而平均客单价则高达2万多。2019年中旬,新东方企业发展与战略规划部联合东方坐标学院发布了《2019年中国教育培训行业的创新复盘与浪潮展望》。其中指出线下机构的付费用户获客成本在500-1000元,线上机构的成本在3000元以上,一对一机构在5000-15000元左右。而与之相反的是,由于在同等条件下,在线教育的体验和效果要弱于线下,因此线上机构的课单价要远低于线上机构,更有甚者,不少在线教育企业更是将较低的课单价作为抢占线上渠道的工具。如头部K12在线教育公司中,跟谁学K12课程价格为70元-95元/小时、高途课堂为50元-75元/小时;51talk课单价约40元;学而思小学至初中课程为40元-66元/小时,高中课程为20元-40元/小时。而据知情人士透露,同等情况下的线下班,价格普遍在150-200元,线上课程的单价只有线下课程的1/10到1/3。流利说、有道则是以客单价来计算,平均客单价分别为341元、899元,与获客成本基本接近,其中流利说2019年新客成本为323元、有道2019年第三季度新客成本约为905元,而这一状态要实现盈利并不容易。跟谁学股东套现逾两亿值得一提的是,在在线教育商业模式尚未明确,一路“跑马圈地”、“烧钱维生”的同时,不少在线教育中概股发行前的战略投资者早已在股价上涨周期“套现离场”,不愿意继续陪伴公司离场。如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。2019年10月,新东方在线第三大股东Auspicious Oriental Limited在场内进行了减持套现,卖出股份数量为820.65万股,每股均价14.06港元(最高价15.7港元),合计套现约1.15亿港元。减持后,其持股比例将由5.69%下降至4.82%,同时也退居为第四大股东。值得一提的是,2019年,流利说在揭露财报亏损5.748亿元的同时,公司创始人部分减持一事也浮出水面。年报显示,流利说创始人、CEO王翌在2019年减持了部分持股。在减持之后,截至2020年3月31日,王翌持有的流利说股权降至23.8%,投票权降至51.9%,分别低于截至2019年2月28日的23.9%和52%,仍为公司的第一大股东。报告出品:21世纪资本研究院 、南方责任投资行动研究员:李新江、杨坪、周莹、实习生冯帆(作者:杨坪,周莹,实习生冯帆 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","text":"$跟谁学(GSX)$股东都在套现跑人[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/951407613","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"content":"股东早就通过质押股权套现跑路了,现在是做空做多机构博弈一起割小散韭菜","text":"股东早就通过质押股权套现跑路了,现在是做空做多机构博弈一起割小散韭菜","html":"股东早就通过质押股权套现跑路了,现在是做空做多机构博弈一起割小散韭菜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951404116,"gmtCreate":1591006261435,"gmtModify":1704194022872,"author":{"id":"3472691122230554","authorId":"3472691122230554","name":"老虎1986","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472691122230554","authorIdStr":"3472691122230554"},"themes":[],"htmlText":"如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","listText":"如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","text":"如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond 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Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","listText":"@跟谁学 如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","text":"@跟谁学 如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951405650","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951274309,"gmtCreate":1590919433401,"gmtModify":1704193870821,"author":{"id":"3472691122230554","authorId":"3472691122230554","name":"老虎1986","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472691122230554","authorIdStr":"3472691122230554"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3472691122230554\">@老虎1986</a>:优惠有空聚聚们ji yuduyiy//<a 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yuduyiy//@老虎1986:码了这么多字也不嫌累,就是空,没有任何理由。不相信浑水,更不相信拉总,就这么简单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951274309","repostId":"951262191","repostType":1,"repost":{"id":951262191,"gmtCreate":1590846605613,"gmtModify":1704193817873,"author":{"id":"3480924163824733","authorId":"3480924163824733","name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480924163824733","authorIdStr":"3480924163824733"},"themes":[],"title":"跟谁学调研,有惊喜(跟谁学跟踪研究20年5月19日)","htmlText":"之前老虎采访的时候提了一嘴,说跟谁学的东西没上来,这次就同步过来。这篇内容写于5月19日,然而当时MuddyWater(MW)刚发了做空报告,为了“死”的慢点为了没有立刻发出来。这周五我想着可以发了,结果,MW又发报告,这么巧?算了算了,我一介草民计较不过你。 先说下MW的报告吧: 第一份报告,关于Precise Joiners和 Burst Joiners,我相信跟谁学的解释。但是吧,第二份报告MW说统计数据中排除上课前后5分钟的登录,我就有点慌了。 关于IP 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了,现在成本约29,不多。之后会在我的仓位中占多少,还要慢慢看。 ---------以下为正文--------- 今天跟“内部人士”聊了聊跟谁学的近况,得到的信息让人惊喜。 结论很简单:续班高,奇高。(正价课续班,非体验课非0元课) 这说明, 1.最重要的,教学质量得到验证。高续班是在高价格的前提下达成的,教学质量得到认可。 2.这种质量做到续班近乎“来了就别想走”,“来了就别想走”换来低营销成本,商业模式可持续。 3.名师路线得到验证,名师溢价能力可持续。 4.几近垄断头部名师资源,名师开始聚集,跟谁学先发优势得到确认。 5.高续班的达成需要辅导老师的深度介入,说明辅导老师工作模式已成形。 6.高续班意味着辅导老师的收入可以保证, 主讲+辅导老师的教学模式可持续。 7.高续班意味着辅导老师的销售职能不仅未影响身份定位,甚至还在发挥正向作用。 8.如万字长文中所述,教育机构的护城河需要在时间","text":"之前老虎采访的时候提了一嘴,说跟谁学的东西没上来,这次就同步过来。这篇内容写于5月19日,然而当时MuddyWater(MW)刚发了做空报告,为了“死”的慢点为了没有立刻发出来。这周五我想着可以发了,结果,MW又发报告,这么巧?算了算了,我一介草民计较不过你。 先说下MW的报告吧: 第一份报告,关于Precise Joiners和 Burst Joiners,我相信跟谁学的解释。但是吧,第二份报告MW说统计数据中排除上课前后5分钟的登录,我就有点慌了。 关于IP Joiners,跟谁学的解释有点说不太清。英文菜+不懂技术,我选择简单相信,不然太累。相信没有作假,为啥?因为Larry没必要啊(天天喊Larry拉总的,有一个算一个,都是XX),除非O2O那几年的失败改变了他。对跟谁学感兴趣的朋友,欢迎看我之前的文章:跟谁学万字长文 说回到这次调研,调研完了当天,我就建仓$跟谁学(GSX)$ 了,现在成本约29,不多。之后会在我的仓位中占多少,还要慢慢看。 ---------以下为正文--------- 今天跟“内部人士”聊了聊跟谁学的近况,得到的信息让人惊喜。 结论很简单:续班高,奇高。(正价课续班,非体验课非0元课) 这说明, 1.最重要的,教学质量得到验证。高续班是在高价格的前提下达成的,教学质量得到认可。 2.这种质量做到续班近乎“来了就别想走”,“来了就别想走”换来低营销成本,商业模式可持续。 3.名师路线得到验证,名师溢价能力可持续。 4.几近垄断头部名师资源,名师开始聚集,跟谁学先发优势得到确认。 5.高续班的达成需要辅导老师的深度介入,说明辅导老师工作模式已成形。 6.高续班意味着辅导老师的收入可以保证, 主讲+辅导老师的教学模式可持续。 7.高续班意味着辅导老师的销售职能不仅未影响身份定位,甚至还在发挥正向作用。 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21:45","market":"us","language":"zh","title":"跟谁学陈向东:SEC介入是我们特别开心的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2064326846","media":"财经网","summary":"9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请...","content":"<div>\n<p>原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202009031619579217.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跟谁学陈向东:SEC介入是我们特别开心的事</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学陈向东:SEC介入是我们特别开心的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-03 21:45 北京时间 <a href=http://finance.eastmoney.com/a/202009031619579217.html><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202009031619579217.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/239de6d52f53f295cfca7ca2933e727c","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202009031619579217.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064326846","content_text":"原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问对做空报告中的指控进行调查。两项调查均在进行中,公司无法预测调查工作的时间、结果及最终结论。 在当晚举行的财报电话会上,跟谁学CEO陈向东及CFO沈楠分别就SEC问询做出公开回应。沈楠表示,“我们欢迎一个所有人都信任的权威机构来证明公司业务的真实性。与一些投资者的预测可能不同,在某种程度上我们欢迎调查,也期盼着调查的结果。” “说句特别真切的话,就是SEC介入调查是我们特别开心的事,因为刚才讲过了,SEC的调查和AC的独立调查其实是证明一家好公司的最好办法,也是个唯一方法,所以我们对这样的调查是蛮欢迎的。” 跟谁学CEO陈向东表示。 2020年2月以来,跟谁学先后遭遇来自灰熊、香橼、浑水、天蝎等做空机构发布的十几轮做空报告。沈楠表示,做空事件后,公司一直被空头持续骚扰,其中包括电话,邮件和Twitter等途径。每当有任何公司出任何负面新闻,哪怕与跟谁学完全不相关,公司也会被波及。 沈楠介绍跟谁学配合第三方专业顾问调查和SEC问询的细节时称,跟谁学的团队有一个24小时法则,指任何调查组提出的资料需求,尽量在24小时内反馈。 “我们希望建立一个极为通透的沟通机制。希望资本市场知道并了解我们的处境。我们愿意承担可能的短期压力以换取长期的客户关系。我们认为且高度相信,此次主动披露和调查本身,实际上显示了我们管理团队的强大信心,也显示了公司高水平的治理。”沈楠说。 值得注意的是,在跟谁学接受第三方专业顾问调查及SEC问询期间,跟谁学正常发布了2020年Q2财报,并且未对既往发布报表进行追溯调整,这或许是关于调查结果的一个积极信号。可作为对比的是,此前,好未来4月8日首先自曝业绩造假;此后的4月28日,才得以公布2020财年Q4财报,并在同时对前三季度的报表数据进行了追溯调整。而瑞幸咖啡自2019年11月13日公布2019年第三季财报后,一直未能顺利披露新的财务报告。 业内人士表示,第三方专业顾问调查及SEC问询周期一般历时较长,如果在调查中发现存在财务造假行为,被调查公司将无法顺利发布财务报告。跟谁学此次顺利发布2020财年Q2财报,或可间接证实到目前为止尚未发现财务造假行为。 在此之前,中国教育培训企业新东方也曾遭遇做空。当时新东方以第三方专业顾问调查证实了公司的健康发展,对做空指控进行了有力回击,也给了后来者更好的借鉴。(文章来源:财经网)\n\r\n (责任编辑:DF520)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951407446,"gmtCreate":1591006535885,"gmtModify":1704194025454,"author":{"id":"3472691122230554","authorId":"3472691122230554","name":"老虎1986","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472691122230554","authorIdStr":"3472691122230554"},"themes":[],"htmlText":"[看跌] ","listText":"[看跌] ","text":"[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951407446","repostId":"2040207206","repostType":2,"isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951404116,"gmtCreate":1591006261435,"gmtModify":1704194022872,"author":{"id":"3472691122230554","authorId":"3472691122230554","name":"老虎1986","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472691122230554","authorIdStr":"3472691122230554"},"themes":[],"htmlText":"如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","listText":"如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","text":"如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951404116","isVote":1,"tweetType":1,"viewCount":1779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951405650,"gmtCreate":1591006000370,"gmtModify":1704194021669,"author":{"id":"3472691122230554","authorId":"3472691122230554","name":"老虎1986","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472691122230554","authorIdStr":"3472691122230554"},"themes":[],"htmlText":"@跟谁学 如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","listText":"@跟谁学 如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","text":"@跟谁学 如跟谁学上市前股东就包括高榕资本、启赋资本、金浦产业投资基金等知名创投机构,但上市后仅半年,跟谁学股东就联合套现超两亿美元。公司原第二大股东即内部员工持股平台Origin Beyond Limited减持156.67万股,约套现3936万美元(均按最新收盘价估算)。减持后,持股比例由12.7%变为11.7%,对应投票权变为2.3%;第四大股东启赋资本,通过两期基金分别减持112.5万股、100万股,合计减持212.5万股,套现约5339万美元。减持后,持股比例由6.8%变为5.4%,总投票权1.1%。第五大股东高榕资本,减持187.5万股,套现约4710万美元。减持后,持股比例由6%变为4.8%,投票权还有0.9%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951405650","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951274309,"gmtCreate":1590919433401,"gmtModify":1704193870821,"author":{"id":"3472691122230554","authorId":"3472691122230554","name":"老虎1986","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472691122230554","authorIdStr":"3472691122230554"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3472691122230554\">@老虎1986</a>:优惠有空聚聚们ji yuduyiy//<a href=\"https://laohu8.com/U/3472691122230554\">@老虎1986</a>:码了这么多字也不嫌累,就是空,没有任何理由。不相信浑水,更不相信拉总,就这么简单","listText":"回复 <a href=\"https://laohu8.com/U/3472691122230554\">@老虎1986</a>:优惠有空聚聚们ji yuduyiy//<a href=\"https://laohu8.com/U/3472691122230554\">@老虎1986</a>:码了这么多字也不嫌累,就是空,没有任何理由。不相信浑水,更不相信拉总,就这么简单","text":"回复 @老虎1986:优惠有空聚聚们ji yuduyiy//@老虎1986:码了这么多字也不嫌累,就是空,没有任何理由。不相信浑水,更不相信拉总,就这么简单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951274309","repostId":"951262191","repostType":1,"repost":{"id":951262191,"gmtCreate":1590846605613,"gmtModify":1704193817873,"author":{"id":"3480924163824733","authorId":"3480924163824733","name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480924163824733","authorIdStr":"3480924163824733"},"themes":[],"title":"跟谁学调研,有惊喜(跟谁学跟踪研究20年5月19日)","htmlText":"之前老虎采访的时候提了一嘴,说跟谁学的东西没上来,这次就同步过来。这篇内容写于5月19日,然而当时MuddyWater(MW)刚发了做空报告,为了“死”的慢点为了没有立刻发出来。这周五我想着可以发了,结果,MW又发报告,这么巧?算了算了,我一介草民计较不过你。 先说下MW的报告吧: 第一份报告,关于Precise Joiners和 Burst Joiners,我相信跟谁学的解释。但是吧,第二份报告MW说统计数据中排除上课前后5分钟的登录,我就有点慌了。 关于IP Joiners,跟谁学的解释有点说不太清。英文菜+不懂技术,我选择简单相信,不然太累。相信没有作假,为啥?因为Larry没必要啊(天天喊Larry拉总的,有一个算一个,都是XX),除非O2O那几年的失败改变了他。对跟谁学感兴趣的朋友,欢迎看我之前的文章:跟谁学万字长文 说回到这次调研,调研完了当天,我就建仓$跟谁学(GSX)$ 了,现在成本约29,不多。之后会在我的仓位中占多少,还要慢慢看。 ---------以下为正文--------- 今天跟“内部人士”聊了聊跟谁学的近况,得到的信息让人惊喜。 结论很简单:续班高,奇高。(正价课续班,非体验课非0元课) 这说明, 1.最重要的,教学质量得到验证。高续班是在高价格的前提下达成的,教学质量得到认可。 2.这种质量做到续班近乎“来了就别想走”,“来了就别想走”换来低营销成本,商业模式可持续。 3.名师路线得到验证,名师溢价能力可持续。 4.几近垄断头部名师资源,名师开始聚集,跟谁学先发优势得到确认。 5.高续班的达成需要辅导老师的深度介入,说明辅导老师工作模式已成形。 6.高续班意味着辅导老师的收入可以保证, 主讲+辅导老师的教学模式可持续。 7.高续班意味着辅导老师的销售职能不仅未影响身份定位,甚至还在发挥正向作用。 8.如万字长文中所述,教育机构的护城河需要在时间","listText":"之前老虎采访的时候提了一嘴,说跟谁学的东西没上来,这次就同步过来。这篇内容写于5月19日,然而当时MuddyWater(MW)刚发了做空报告,为了“死”的慢点为了没有立刻发出来。这周五我想着可以发了,结果,MW又发报告,这么巧?算了算了,我一介草民计较不过你。 先说下MW的报告吧: 第一份报告,关于Precise Joiners和 Burst Joiners,我相信跟谁学的解释。但是吧,第二份报告MW说统计数据中排除上课前后5分钟的登录,我就有点慌了。 关于IP Joiners,跟谁学的解释有点说不太清。英文菜+不懂技术,我选择简单相信,不然太累。相信没有作假,为啥?因为Larry没必要啊(天天喊Larry拉总的,有一个算一个,都是XX),除非O2O那几年的失败改变了他。对跟谁学感兴趣的朋友,欢迎看我之前的文章:跟谁学万字长文 说回到这次调研,调研完了当天,我就建仓$跟谁学(GSX)$ 了,现在成本约29,不多。之后会在我的仓位中占多少,还要慢慢看。 ---------以下为正文--------- 今天跟“内部人士”聊了聊跟谁学的近况,得到的信息让人惊喜。 结论很简单:续班高,奇高。(正价课续班,非体验课非0元课) 这说明, 1.最重要的,教学质量得到验证。高续班是在高价格的前提下达成的,教学质量得到认可。 2.这种质量做到续班近乎“来了就别想走”,“来了就别想走”换来低营销成本,商业模式可持续。 3.名师路线得到验证,名师溢价能力可持续。 4.几近垄断头部名师资源,名师开始聚集,跟谁学先发优势得到确认。 5.高续班的达成需要辅导老师的深度介入,说明辅导老师工作模式已成形。 6.高续班意味着辅导老师的收入可以保证, 主讲+辅导老师的教学模式可持续。 7.高续班意味着辅导老师的销售职能不仅未影响身份定位,甚至还在发挥正向作用。 8.如万字长文中所述,教育机构的护城河需要在时间","text":"之前老虎采访的时候提了一嘴,说跟谁学的东西没上来,这次就同步过来。这篇内容写于5月19日,然而当时MuddyWater(MW)刚发了做空报告,为了“死”的慢点为了没有立刻发出来。这周五我想着可以发了,结果,MW又发报告,这么巧?算了算了,我一介草民计较不过你。 先说下MW的报告吧: 第一份报告,关于Precise Joiners和 Burst Joiners,我相信跟谁学的解释。但是吧,第二份报告MW说统计数据中排除上课前后5分钟的登录,我就有点慌了。 关于IP Joiners,跟谁学的解释有点说不太清。英文菜+不懂技术,我选择简单相信,不然太累。相信没有作假,为啥?因为Larry没必要啊(天天喊Larry拉总的,有一个算一个,都是XX),除非O2O那几年的失败改变了他。对跟谁学感兴趣的朋友,欢迎看我之前的文章:跟谁学万字长文 说回到这次调研,调研完了当天,我就建仓$跟谁学(GSX)$ 了,现在成本约29,不多。之后会在我的仓位中占多少,还要慢慢看。 ---------以下为正文--------- 今天跟“内部人士”聊了聊跟谁学的近况,得到的信息让人惊喜。 结论很简单:续班高,奇高。(正价课续班,非体验课非0元课) 这说明, 1.最重要的,教学质量得到验证。高续班是在高价格的前提下达成的,教学质量得到认可。 2.这种质量做到续班近乎“来了就别想走”,“来了就别想走”换来低营销成本,商业模式可持续。 3.名师路线得到验证,名师溢价能力可持续。 4.几近垄断头部名师资源,名师开始聚集,跟谁学先发优势得到确认。 5.高续班的达成需要辅导老师的深度介入,说明辅导老师工作模式已成形。 6.高续班意味着辅导老师的收入可以保证, 主讲+辅导老师的教学模式可持续。 7.高续班意味着辅导老师的销售职能不仅未影响身份定位,甚至还在发挥正向作用。 8.如万字长文中所述,教育机构的护城河需要在时间","images":[{"img":"https://static.tigerbbs.com/d76e2e2ddd521275d8aa8a9ca995fd2e","width":"641","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951262191","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}