$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

$跟谁学(GSX)$财报大概率不好看，1.线下关门，2.线上疫情期间全是免费竞品，基本无法获得新的缴费生源。至于生源水分，大概每个培训机构都有自己的只是比例问题，鉴于$好未来(TAL)$有更好的口碑和影响力,不妨做多$好未来(TAL)$，做空$跟谁学(GSX)$

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

金鼎股战场
2020-05-01
金鼎股战场
你儿子今年高考，开不了学在家里听网课，你给他听免费课还是听三千块钱的课？如果你说你就想省点钱投资股票，免费的肯定讲的比付费的要好，那只能恭喜你儿子了。
- 想亮的名字:
  信免费比付费好的，我就问水军一句，不给钱的话你会更积极不？
- z7回复金鼎股战场:
  以后优秀的老师就不需要 $跟谁学(GSX)$ ，线下培训机构也不需要中介，而且学而思也借疫情跟进了线上课程，留给这家公司的机会不多了。
- 金鼎股战场回复z7:
  二月份寒假的时候哪家学校开了自己的网课？按你这么说的话都听自己老师的课培训机构都倒闭。
- z7:
  不懂装懂，高考的孩子在听自己老师的网课。
z7
2020-05-01
z7
就冲这么多回复，我觉得这个有点妖！冷门公司冷门股票哪有这么多人关注。我应该去网络调研下，也许能找到些新东西。就 $跟谁学(GSX)$ 这玩法，一点门槛都没有，这也能到一百亿美元市值，那么外面应该有一百家这样的公司了。
淡淡igg
2020-05-01
淡淡igg
跟谁学是纯互联网公司，线下关门对它有啥影响？还是多了解点公司吧，不然就是当韭菜的命
- 想亮的名字回复z7:
  所以说20年前做这个，现在就做不下去了。同样是从事一行，为什么别人就能做很久？另外，20年前还在用大哥大，你跟别人说我懂无线电话，那效果不行，太大，还死贵，别人会怎么看你？
- 淡淡igg回复z7:
  所以呢，公司实力是靠结果说话的
不爱吃土豆倒吐土豆皮的人
2020-05-01
不爱吃土豆倒吐土豆皮的人
现下关门？他有线下店吗，疫情严重网课才多
清风随想
2020-05-01
清风随想
真是二， gsx没有线下业务。而且2020年复工很早。疫情对其的影响是培养了大量的用户习惯。
银杏天下
2020-05-01
银杏天下
多做做功课吧！没疫情的时候公司就发展的很好了。

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</a>这玩法，一点门槛都没有，这也能到一百亿美元市值，那么外面应该有一百家这样的公司了。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2399982,"gmtCreate":1588285874476,"gmtModify":1588285874476,"authorId":3546510317765666,"author":{"id":3546510317765666,"authorId":3546510317765666,"name":"淡淡igg","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":924885088,"type":1,"supId":0,"prevId":0,"content":"跟谁学是纯互联网公司，线下关门对它有啥影响？还是多了解点公司吧，不然就是当韭菜的命","text":"跟谁学是纯互联网公司，线下关门对它有啥影响？还是多了解点公司吧，不然就是当韭菜的命","html":"跟谁学是纯互联网公司，线下关门对它有啥影响？还是多了解点公司吧，不然就是当韭菜的命","likeSize":1,"commentSize":2,"subComments":[{"id":2400809,"gmtCreate":1588307010342,"gmtModify":1588307010342,"authorId":3528193984985489,"author":{"id":3528193984985489,"authorId":3528193984985489,"name":"想亮的名字","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":112642949805659,"repliedAuthor":{"id":112642949805659,"authorId":112642949805659,"name":"z7","avatar":"https://static.tigerbbs.com/009fed56ce5808b8c674b449bf232742","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":924885088,"type":1,"supId":2399982,"prevId":2400135,"content":"所以说20年前做这个，现在就做不下去了。同样是从事一行，为什么别人就能做很久？另外，20年前还在用大哥大，你跟别人说我懂无线电话，那效果不行，太大，还死贵，别人会怎么看你？","text":"所以说20年前做这个，现在就做不下去了。同样是从事一行，为什么别人就能做很久？另外，20年前还在用大哥大，你跟别人说我懂无线电话，那效果不行，太大，还死贵，别人会怎么看你？","html":"所以说20年前做这个，现在就做不下去了。同样是从事一行，为什么别人就能做很久？另外，20年前还在用大哥大，你跟别人说我懂无线电话，那效果不行，太大，还死贵，别人会怎么看你？"},{"id":2400404,"gmtCreate":1588295656231,"gmtModify":1588295656231,"authorId":3546510317765666,"author":{"id":3546510317765666,"authorId":3546510317765666,"name":"淡淡igg","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":112642949805659,"repliedAuthor":{"id":112642949805659,"authorId":112642949805659,"name":"z7","avatar":"https://static.tigerbbs.com/009fed56ce5808b8c674b449bf232742","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":924885088,"type":1,"supId":2399982,"prevId":2400135,"content":"所以呢，公司实力是靠结果说话的","text":"所以呢，公司实力是靠结果说话的","html":"所以呢，公司实力是靠结果说话的"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2400059,"gmtCreate":1588288618418,"gmtModify":1588289679367,"authorId":3549414952213433,"author":{"id":3549414952213433,"authorId":3549414952213433,"name":"不爱吃土豆倒吐土豆皮的人","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":924885088,"type":1,"supId":0,"prevId":0,"content":"现下关门？他有线下店吗，疫情严重网课才多","text":"现下关门？他有线下店吗，疫情严重网课才多","html":"现下关门？他有线下店吗，疫情严重网课才多","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2400141,"gmtCreate":1588290473631,"gmtModify":1588290473631,"authorId":3537827686706280,"author":{"id":3537827686706280,"authorId":3537827686706280,"name":"清风随想","avatar":"https://static.tigerbbs.com/a8f2e2973c5a6177310ae2200bdfc052","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":924885088,"type":1,"supId":0,"prevId":0,"content":"真是二， gsx没有线下业务。而且2020年复工很早。疫情对其的影响是培养了大量的用户习惯。","text":"真是二， gsx没有线下业务。而且2020年复工很早。疫情对其的影响是培养了大量的用户习惯。","html":"真是二， gsx没有线下业务。而且2020年复工很早。疫情对其的影响是培养了大量的用户习惯。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2400066,"gmtCreate":1588288793995,"gmtModify":1588288793995,"authorId":3522696042134664,"author":{"id":3522696042134664,"authorId":3522696042134664,"name":"银杏天下","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":924885088,"type":1,"supId":0,"prevId":0,"content":"多做做功课吧！没疫情的时候公司就发展的很好了。","text":"多做做功课吧！没疫情的时候公司就发展的很好了。","html":"多做做功课吧！没疫情的时候公司就发展的很好了。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/924885088"}