PatrickLee
2020-04-28
交易笔记
我今天突然意识到国内靠谱团队和企业真的很多。
金螳螂算一家
$金螳螂(002081)$
不盲目扩张,稳扎稳打,一个小区域做到第一,在开下一个。
波音
$波音(BA)$
我最担心的就是管理团队,一点也不靠谱。
做重资产的企业,学术角度看净资产60%的现金,是正常水平,连这个做不到就是不称职。
没办法,进入壁垒太高,生意模式又好。权衡一下,买入是理性。
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清仓瑞幸好痛
2020-04-28
清仓瑞幸好痛
这是那个被中国电建收购的金螳螂吗
PatrickLee
:
我记得没被收购吧……股权在自己手里,做装修的。
什么也没有了~
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