学未来
2019-01-24
$好未来(TAL)$典型的增速放缓,扩张费用减少导致的利润增加,企业进入成熟期。未来再不会享受到高估值。
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Stella
2019-01-24
Stella
总比新东方强多了,新东方开新校多,但增长也不快,还亏钱
学未来
:
TAL之后再无教育可投,除非走进一级市场,一级市场哪能有那么好的项目。
学未来
2019-01-24
学未来
企业进入成熟期,企业享受内生增长,这是消费股所具有的特点,TAL内生增长都能轻松有20%,这是必然,因为TAL体量太大,如果再翻倍,它的管理难度得到什么多难。好未来企业文化走的是精致文化,太大体量带来的管理难度和强度难以想象的增长。
开着嘟嘟来兜钱Y
2022-02-15
开着嘟嘟来兜钱Y
又一年开始了 在建仓啥呢
什么也没有了~
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