今天我们来回顾一下历史
Kening
2018-06-13
$好未来(TAL)$
我在美股赚的第一笔比较有意义的钱，就是浑水做空新东方之后。11买入20左右卖出。可惜没有拿到现在啊。#浑水做空好未来#
我好奇浑水$新东方(EDU)$ 空仓是不是拿到了今天
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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zjmting
2018-06-14
zjmting
当年10块钱的新东方，13块钱的奇虎，9块钱的搜房，大把的机会，之所以会这么低，是因为中概股的信誉已经被毁，中国投资者投资美股的少，大部分投资者都不是中国人，所以对这些信息了解不对称，经过这几年，国内越来越多投资人通过像老虎证券等这些代理人投资美股，信息不对称现象已经消除很多。就说好未来，业务模式，商业模式，都真实并优秀，老外可能不了解，中国有孩子的应该都了解，加上教育行业的发展潜力，浑水要折戟了
zjmting
:
个人观点，不做交易参考。
zjmting
:
呵呵，谢赞。
大势是教育行业基本面好，新东方好未来是两个巨头，好未来商业模式优秀。
看清这个大势，再看看浑水说的财务造假，其实就是没有处理好的会计问题，疑似关联交易，虚增利润，这个在中国太多，而且有德勤的背书，应该不会有太大问题。
认清大势的前提下，看这些都是小瑕疵，虚增的利润也不过2700万美金。
如果出问题，只能是好未来管理层应对不利，比如3天不回应，就跟Facebook扎克伯格 5天不回应。
我胖虎去抽根烟
:
服你老铁
慢慢赢
2018-06-13
慢慢赢
想问下当时浑水把新东方股价打压下来多少！
慢慢赢
回复
Kening
:
谢谢！
慢慢赢
:
好吧，那这次不打下20%，感觉没完！
Kening
:
大约跌了60%
菜鸟小股民
2018-06-14
菜鸟小股民
没有。就是近期卖空的吧？操作舆论做空。
菜鸟小股民
回复
Kening
:
嗯嗯。是的，有一定影响力。
Kening
:
不得不承认，浑水还是搞死了一些中国公司，不然建立不起来今天的公信力。但是看走眼的时候也非常多。
33_Tiger
2018-06-13
33_Tiger
当年我也是11左右买的
淡定哥哥
2018-06-14
淡定哥哥
你们都是老手了
魔法商缘
2018-06-13
魔法商缘
好未来估值太高了，这个领域竞争太激烈
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