我不管你们怎么想，我肯定是长期持有的

2017-11-30

$好未来(TAL)$ 原因很简单：我做美国只看三个点 1. 团队和组织构架，说白了就是谁领导干这个事，他不干了，他的组织构架是不是能帮他选牛逼的团队上来 2. 业务方向和壁垒 3. 买入时机。最重要的是第一点，好未来的团队不说了，我见过的数一数二，比老俞年轻，张邦鑫80年，比什么陈欧这种有点钱就得瑟的稳健多了，想的清楚，眼光长远。业务方向，教育，没别的，谁认为上升通道不是最贵的东西？好未来在一级市场的投资都极其专注，投的企业你们去看，没有除教育之外的类别，这样的企业怎么能不长期看好？任何适合重仓都不过。但你要是搞那种今天买明天卖的，别跟我探讨了，您去赌场，压压大小都比压财报靠谱

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

到穷死指数
2017-12-01
到穷死指数
月线长阴，这个月也是反攻无力，拿什么信心去长期持有.....空单到是能长期持有😂
- 学未来回复脱你无:
  频繁交易大多情绪影响买卖，而且大多下一次买卖来否上次的错误，君不见A股几年翻几倍股比比皆是，可大部确还亏钱。最后一句话暴露你从不对公司有很透彻了解
- 脱你无回复学未来:
  😄频繁交易不是散户的硬伤，而应该是散户的基因。相信全世界的散户都不会像神话里的那位老太太一样，而好未来是不是可口可乐还不知道呢😉
- 学未来回复sk8ben:
  换手率1%以上交易天数占总天数最少一半，一年200多个交易日换手率早超过300%，扣除部分机构和战略投资者不买卖，这只股票换手500%以上，频繁交易仍然是普通散户的硬伤，k线那么有用世界上就没亏钱这么一说了。
- 到穷死指数回复sk8ben:
  是，卖和买都是同时进行的，变化的只有预期
- sk8ben:
  你是看不到我发的内容嚒？别跟我谈技术层面什么阴了阳了的，这不是我持有一个股票的动力，虽然大部分人都是这么干的。算了，谁也别说服谁，我发我发的，你**的，股票市场本来就是零和游戏，没人会认为自己是那个傻x
魔法商缘
2017-12-04
魔法商缘
好未来基本面不好，教育这块太难出利润了，好未来名声远没有新东方响亮，确估值比新东方高。
- 魔法商缘回复sk8ben:
  我做空
- sk8ben回复魔法商缘:
  你不买就完了。你跟我这叽歪什么玩意啊，你累不累
- 魔法商缘回复sk8ben:
  说的好像你了解他的组织架构，他的业务发展方向，他的未来业绩模式似的，你不是他们的财务总监你知道个啥。
- sk8ben:
  好未来的基本面不好？市盈率这么高是有原因的，孩子，多对企业内部有了解你就知道了
巴菲特的信徒
2017-11-30
巴菲特的信徒
支持

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