道一先生
2019-06-15
$跟谁学(GSX)$ 今天休市，随便写点。首先我不是股托，我觉的这个词很可笑，一个公司的股价启是一两个托能影响的，18年的时候我坚定的做空了朴新和尚德，小赚一笔（可以翻看我去年的帖子）；19年的时候我会坚定的做多跟谁学，首先跟谁学有着非常好的商业模型和商业壁垒，有人说跟谁学没有壁垒，我只能呵呵，看不懂就说看不懂。其次跟谁学有着非常好的自由现金流和利润率，这两者基本上可以判断出是一个好公司还是垃圾公司，最后跟谁学有着非常好的管理团队以及广阔的市场空间，未来几年内保持高速增长是绝对可预期的事情。
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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枪响人抬走
2019-06-16
枪响人抬走
准备满仓做多了
道一先生
:
短期可能还会有波动，如果打算长期持有的话可以干
Hellos
2019-06-15
Hellos
这么看好就满仓干，这么好的股票别让别人抢了，卖掉房子支持吧
Hellos
回复
道一先生
:
我确实做空它
道一先生
:
大哥，如果你坚定的做空它我也敬你是条汉子，但别打嘴炮
小米又跌了
:
大哥你太激烈了
吹牛b不上税
2019-06-16
吹牛b不上税
希望具体说说怎么看出管理团队非常好
道一先生
:
看一个团队好不好不要看他的光辉时刻，而是看他在至暗时刻翻盘的能力
道一先生
:
看团队基因构成，以及逆境翻盘的能力，之前跟谁学做o2o没有成功在低谷期转型还能转型成功足以说明
牛lx人
2019-06-16
牛lx人
18年空啥都赚钱[笑哭]，不过还是支持你[得意]
道一先生
:
并不是，18年也有很多好公司，只不过我错过了[笑哭]
十万亿光年
2019-06-15
十万亿光年
道理是这样讲，但是为什么刚上市就破发呢 [捂脸]
道一先生
:
短期很正常，跟市场环境有关，最近中概股表现都受影响很厉害，长期看公司的基本面
大雷ie
2019-06-15
大雷ie
刘胖子 一猜就是你
道一先生
:
猜错了，哈哈，其实我不胖，只是随便起了个名字
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