$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

$跟谁学(GSX)$316倍市盈率，业绩增长20倍达到正常市盈率15.x倍，而盈利增长20倍意味着付费的孩子增加20倍，目前付费70万人次，20倍是1400万人次，中国目前一个年级的孩子就这么多，也就是从一年级到高三要有十分之一的付费上跟我学,才能维持这个估值，这个还没有计算未来获客成本的提高带来的利润率下降。

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

清风随想
2020-05-08
清风随想
这帖子比起以前无脑黑的，算是好多了。毕竟他们已经不指望香橼这个二货了。最少自己分析问题了。先不管分析的对错。
- 我就喜欢:
  哈哈
不爱吃土豆倒吐土豆皮的人
2020-05-08
不爱吃土豆倒吐土豆皮的人
大哥，你算了半天赚钱了吗，咸吃萝卜淡操心
- 不爱吃土豆倒吐土豆皮的人回复z7:
  那一定要坚持！
- z7:
  如果你的方向是对的，总有一日你会赚到钱的。
3f010c72
2020-05-08
3f010c72
财报发了之后还没重新计算呢
- z7:
  ttm表示to the moment,这个财报季度是包含在里面的。
我就喜欢
2020-05-08
我就喜欢
股价往往体现的是预期，就算哪天利润真的涨二十倍，他们估计也不会信，我们永远叫不醒装睡的人！不过他们不骂人我感觉很满足了！
大象跳舞
2020-05-08
大象跳舞
看好未来的市盈率了吗？是亏损的，是不是它的股价应该是低于发行价？
- 大象跳舞回复好好挣钱天天进步:
  这样啊，深刻 [开心]
- 好好挣钱天天进步:
  亏损可以谈理想，盈利了肯定得算市盈率啊
点亮灯火
2020-05-08
点亮灯火
用70W剩以20倍这未免也太草率了吧，一个学生可以重复报多门课，谁规定了一个学生，就只能允许报一次课呢？你这样以为，那跟谁学的复报率就等于零，这现实吗？

发表看法

12

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":927269059,"tweetId":"927269059","gmtCreate":1588894435571,"gmtModify":1704178803880,"author":{"id":112642949805659,"idStr":"112642949805659","authorId":112642949805659,"authorIdStr":"112642949805659","name":"z7","avatar":"https://static.tigerbbs.com/009fed56ce5808b8c674b449bf232742","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":59,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>316倍市盈率，业绩增长20倍达到正常市盈率15.x倍，而盈利增长20倍意味着付费的孩子增加20倍，目前付费70万人次，20倍是1400万人次，中国目前一个年级的孩子就这么多，也就是从一年级到高三要有十分之一的付费上跟我学,才能维持这个估值，这个还没有计算未来获客成本的提高带来的利润率下降。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>316倍市盈率，业绩增长20倍达到正常市盈率15.x倍，而盈利增长20倍意味着付费的孩子增加20倍，目前付费70万人次，20倍是1400万人次，中国目前一个年级的孩子就这么多，也就是从一年级到高三要有十分之一的付费上跟我学,才能维持这个估值，这个还没有计算未来获客成本的提高带来的利润率下降。</p></body></html>","text":"$跟谁学(GSX)$316倍市盈率，业绩增长20倍达到正常市盈率15.x倍，而盈利增长20倍意味着付费的孩子增加20倍，目前付费70万人次，20倍是1400万人次，中国目前一个年级的孩子就这么多，也就是从一年级到高三要有十分之一的付费上跟我学,才能维持这个估值，这个还没有计算未来获客成本的提高带来的利润率下降。","highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":12,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/927269059","repostId":0,"isVote":1,"tweetType":1,"viewCount":4820,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOTU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":275,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2421440,"commentId":"2421440","gmtCreate":1588897777732,"gmtModify":1588897777732,"authorId":3537827686706280,"author":{"id":3537827686706280,"idStr":"3537827686706280","authorId":3537827686706280,"name":"清风随想","avatar":"https://static.tigerbbs.com/a8f2e2973c5a6177310ae2200bdfc052","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这帖子比起以前无脑黑的，算是好多了。毕竟他们已经不指望香橼这个二货了。最少自己分析问题了。先不管分析的对错。","text":"这帖子比起以前无脑黑的，算是好多了。毕竟他们已经不指望香橼这个二货了。最少自己分析问题了。先不管分析的对错。","html":"这帖子比起以前无脑黑的，算是好多了。毕竟他们已经不指望香橼这个二货了。最少自己分析问题了。先不管分析的对错。","likeSize":7,"commentSize":1,"subComments":[{"id":2421452,"commentId":"2421452","gmtCreate":1588898042572,"gmtModify":1588898042572,"authorId":3549980393503187,"author":{"id":3549980393503187,"idStr":"3549980393503187","authorId":3549980393503187,"name":"我就喜欢","avatar":"https://static.tigerbbs.com/e295176ca301becfb72e7a80771ab6d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":2421440,"supIdStr":"2421440","prevId":0,"prevIdStr":"0","content":"哈哈","text":"哈哈","html":"哈哈"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2421350,"commentId":"2421350","gmtCreate":1588894883809,"gmtModify":1588894883809,"authorId":3549414952213433,"author":{"id":3549414952213433,"idStr":"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":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大哥，你算了半天赚钱了吗，咸吃萝卜淡操心","text":"大哥，你算了半天赚钱了吗，咸吃萝卜淡操心","html":"大哥，你算了半天赚钱了吗，咸吃萝卜淡操心","likeSize":1,"commentSize":2,"subComments":[{"id":2421366,"commentId":"2421366","gmtCreate":1588895138148,"gmtModify":1588895138148,"authorId":3549414952213433,"author":{"id":3549414952213433,"idStr":"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":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":112642949805659,"repliedAuthor":{"id":112642949805659,"idStr":"112642949805659","authorId":112642949805659,"name":"z7","avatar":"https://static.tigerbbs.com/009fed56ce5808b8c674b449bf232742","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":2421350,"supIdStr":"2421350","prevId":2421354,"prevIdStr":"2421354","content":"那一定要坚持！","text":"那一定要坚持！","html":"那一定要坚持！"},{"id":2421354,"commentId":"2421354","gmtCreate":1588894977119,"gmtModify":1588894977119,"authorId":112642949805659,"author":{"id":112642949805659,"idStr":"112642949805659","authorId":112642949805659,"name":"z7","avatar":"https://static.tigerbbs.com/009fed56ce5808b8c674b449bf232742","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":2421350,"supIdStr":"2421350","prevId":0,"prevIdStr":"0","content":"如果你的方向是对的，总有一日你会赚到钱的。","text":"如果你的方向是对的，总有一日你会赚到钱的。","html":"如果你的方向是对的，总有一日你会赚到钱的。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2421355,"commentId":"2421355","gmtCreate":1588894986245,"gmtModify":1588894986245,"authorId":3528890671095256,"author":{"id":3528890671095256,"idStr":"3528890671095256","authorId":3528890671095256,"name":"3f010c72","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"财报发了之后还没重新计算呢","text":"财报发了之后还没重新计算呢","html":"财报发了之后还没重新计算呢","likeSize":0,"commentSize":1,"subComments":[{"id":2421378,"commentId":"2421378","gmtCreate":1588895463127,"gmtModify":1588895463127,"authorId":112642949805659,"author":{"id":112642949805659,"idStr":"112642949805659","authorId":112642949805659,"name":"z7","avatar":"https://static.tigerbbs.com/009fed56ce5808b8c674b449bf232742","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":2421355,"supIdStr":"2421355","prevId":0,"prevIdStr":"0","content":"ttm表示to the moment,这个财报季度是包含在里面的。","text":"ttm表示to the moment,这个财报季度是包含在里面的。","html":"ttm表示to the moment,这个财报季度是包含在里面的。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2421453,"commentId":"2421453","gmtCreate":1588898092272,"gmtModify":1588898092272,"authorId":3549980393503187,"author":{"id":3549980393503187,"idStr":"3549980393503187","authorId":3549980393503187,"name":"我就喜欢","avatar":"https://static.tigerbbs.com/e295176ca301becfb72e7a80771ab6d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"股价往往体现的是预期，就算哪天利润真的涨二十倍，他们估计也不会信，我们永远叫不醒装睡的人！不过他们不骂人我感觉很满足了！","text":"股价往往体现的是预期，就算哪天利润真的涨二十倍，他们估计也不会信，我们永远叫不醒装睡的人！不过他们不骂人我感觉很满足了！","html":"股价往往体现的是预期，就算哪天利润真的涨二十倍，他们估计也不会信，我们永远叫不醒装睡的人！不过他们不骂人我感觉很满足了！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2421410,"commentId":"2421410","gmtCreate":1588896487812,"gmtModify":1588896487812,"authorId":3523759966136492,"author":{"id":3523759966136492,"idStr":"3523759966136492","authorId":3523759966136492,"name":"大象跳舞","avatar":"https://static.tigerbbs.com/49eee2080541d1e8a5327701c05b92bd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"看好未来的市盈率了吗？是亏损的，是不是它的股价应该是低于发行价？","text":"看好未来的市盈率了吗？是亏损的，是不是它的股价应该是低于发行价？","html":"看好未来的市盈率了吗？是亏损的，是不是它的股价应该是低于发行价？","likeSize":1,"commentSize":2,"subComments":[{"id":2421419,"commentId":"2421419","gmtCreate":1588896811270,"gmtModify":1588896811270,"authorId":3523759966136492,"author":{"id":3523759966136492,"idStr":"3523759966136492","authorId":3523759966136492,"name":"大象跳舞","avatar":"https://static.tigerbbs.com/49eee2080541d1e8a5327701c05b92bd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3515374729161010,"repliedAuthor":{"id":3515374729161010,"idStr":"3515374729161010","authorId":3515374729161010,"name":"好好挣钱天天进步","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":2421410,"supIdStr":"2421410","prevId":2421414,"prevIdStr":"2421414","content":"这样啊，深刻 [开心]","text":"这样啊，深刻 [开心]","html":"这样啊，深刻 [开心]"},{"id":2421414,"commentId":"2421414","gmtCreate":1588896642706,"gmtModify":1588896642706,"authorId":3515374729161010,"author":{"id":3515374729161010,"idStr":"3515374729161010","authorId":3515374729161010,"name":"好好挣钱天天进步","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":2421410,"supIdStr":"2421410","prevId":0,"prevIdStr":"0","content":"亏损可以谈理想，盈利了肯定得算市盈率啊","text":"亏损可以谈理想，盈利了肯定得算市盈率啊","html":"亏损可以谈理想，盈利了肯定得算市盈率啊"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2421517,"commentId":"2421517","gmtCreate":1588899637715,"gmtModify":1588899637715,"authorId":3522116339273254,"author":{"id":3522116339273254,"idStr":"3522116339273254","authorId":3522116339273254,"name":"点亮灯火","avatar":"https://static.tigerbbs.com/aecf57f34452daaa44ed04bd4df8db42","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":927269059,"objectIdStr":"927269059","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"用70W剩以20倍这未免也太草率了吧，一个学生可以重复报多门课，谁规定了一个学生，就只能允许报一次课呢？你这样以为，那跟谁学的复报率就等于零，这现实吗？","text":"用70W剩以20倍这未免也太草率了吧，一个学生可以重复报多门课，谁规定了一个学生，就只能允许报一次课呢？你这样以为，那跟谁学的复报率就等于零，这现实吗？","html":"用70W剩以20倍这未免也太草率了吧，一个学生可以重复报多门课，谁规定了一个学生，就只能允许报一次课呢？你这样以为，那跟谁学的复报率就等于零，这现实吗？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/927269059"}