长牛笔记
2021-11-19
$逸仙电商(YSG)$
突然发现今天是逸仙电商上市一周年，股价距离高点已经打了一折了，底部的成交量这么大，加上很低的P/S倍数，感觉可以刮个彩票。当然了这样的估值倍率，说明大家对能否盈利抱有极大的怀疑。
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mkkz
2021-11-19
mkkz
这个PS，这个毛利率，加上充足的现金，只要对团队有一点信心，感觉都可以毫不犹豫买进。反正我当做买彩票了，而且这个彩票买中概率比双色球高多了。
长牛笔记
:
哈哈，同意，我也正有这个想法。
mkkz
2021-11-19
mkkz
二级市场投资有意思的地方就是找到重大的预期差，然后下注等着瞧
长牛笔记
:
是的，同意
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