$每日优鲜(MF)$_老虎社区_美港股上老虎 - 老虎社区

亮亮价值投资

$每日优鲜(MF)$破发，就加仓，加仓加仓！也不知道对不对。行业赛道没问题，现在这个市值应该还有上升空间，拿还是不拿？兄弟们？

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

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精彩评论

尘缘后
2021-06-26
尘缘后
赛道是没问题，关键这个赛道里面这公司算老几呀？阿里，拼多多，京东，美团这几个巨头都在搞社区零售，非巨头的更多的说不清了，我为啥不买别的，非得买它呢？尤其京东现在市盈率只有十几倍，不香吗？
- 亮亮价值投资:
  美团布局了等回血就跑
武往不胜
2021-06-26
武往不胜
这是个烧钱的公司，目前还属于亏本状态，从这次上市的情况来看，公司的经营理念真的不怎么样，这种公司走不远，相对来说叮咚还靠谱一点。
- 亮亮价值投资:
  互联网公司刚开始都是烧钱，几乎没有哪一家不烧钱？
价值投机投资
2021-06-26
价值投机投资
请问哪里看出来行业赛道没问题……
- 亮亮价值投资:
  行业赛道是万亿规模，可以去查行业调查报告，还有其他竞争对手做出来的营收，增速

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