$拼多多(PDD)$_老虎社区_美港股上老虎

Miller

2019-04-07

$拼多多(PDD)$ PDD22块时把老虎证券和京东清盘集中子弹从22到21逐级买了PDD.

买进逻辑：地摊货其实并不分五环内外，而且地摊货在中国是一个规模巨大的市场，而大家吐槽最多的正版和口碑的改善只是时间问题，经营现金流估值已经到了相对低位.

最后：今天依然敢于和巨头死磕的公司都是很有竞争力的，前些年头条面对的门户，巨头掐不死它，它就野蛮生长，很多公司并非规模大，才变得强大，它们在很小的时候就非常强才能在今天变成巨头.

Ps：阿里淘宝看到今天的PDD就像当年自己被eBay看到一样，正在经历：看不见、看不起、看不懂、来不及的阶段，从淘宝最近的动作来看他们终于看懂了，但围剿PDD的最佳时机早已过去.

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

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

就是一顿瞅
2019-04-07
就是一顿瞅
本人有5个拼多多账号，每周登录一次，每个账号都会送一张5元无门槛优惠券，然后花一毛钱买一个价值5.1元的商品，比如胶带，纸抽，然后周而复始。拼多多的所谓4亿账号估计有两亿都在纯薅羊毛，剩下一半是一边薅羊毛一边消费，拼多多的用户量和GMV和它的补贴额度成正比，完全就是一个不可逆的恶性循环。财报也验证了这个观点，拼多多的巨额亏损全都是营销补贴，和京东的研发技术仓储物流投入导致的亏损完全没有可比性
- Miller回复股票小作手:
  如果优惠卷能促进消费，对平台就是产生正向收益.
- 股票小作手:
  为什么我的无门槛券是三块钱？
- Miller回复就是一顿瞅:
  PDD获客成本低
- 就是一顿瞅回复Miller:
  其它平台薅羊毛能转化成需求，薅着薅着就变成了主力平台，但是拼多多怎么薅也没变成需求，用拼多多就只是为了薅羊毛
- 就是一顿瞅回复Miller:
  拼多多只有一，没有之一。第四季度被薅了50亿，比京东一个季度的研发投入都高，呵呵，薅羊毛那不叫获客，那都是过客。拼多多就是用亏损买数据，一个虚假繁荣的平台。我希望你多买一点，我就看个热闹，我就看看它能不能跌到3块钱
美股逐金
2019-04-07
美股逐金
为什么不等到16-17块呢，老股东解禁了，应该都在出售吧……
- Miller:
  如果可以精准定位价格就发达啦，但这是很难的，我不可能做预测，只能基于认真做自己的判断.
九格
2019-04-07
九格
不是很看好它现在这样被巨头硬拉着比品类
- Miller:
  基于微信这个场景下变现目前能看到的就是电商和游戏，而品类需要围绕用户需求展开.
Miller
2019-04-07
Miller
拼多多目前是获客成本最低的电商平台，在用户红利消失的今天，获客成本优势已秒杀京东和淘宝.
顺势者昌82
2019-04-07
顺势者昌82
你继续唱你的多，我继续做我的空。
美股新手求指教
2019-04-07
美股新手求指教
楼主讲的太虚了，拼多多和乐视一个吊样，最后的结果也是一个吊样。

发表看法

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