随便分享，我就持有到和好未来160亿的市值！

2017-09-13

$博实乐教育(BEDU)$大家去对比新东方、好未来的利润和市值啊！不要瞎说上30元，到多少元，这些都是没有任何意义的！只会使股价30元就会迎来调整，引起波动，因为不懂的人乱说30元是顶，没有根据的，只是心里价位的一道坎，就好像我40亿市值买好未来，100亿市值扔了一样，现在回头看真的没有任何意义，因为好未来继续增长，现在市值都去到160亿了！所以，不懂的别乱说，别乱估顶！这些都不是价值投资的！真正的长期持有和价值投资是对比利润和市值的匹配，再找同行业对比！

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

美股不做空
2017-09-13
美股不做空
我也看好好未来，但这背后的隐忧让我有所顾忌，好未来和新东方都是教育机构，好未来营收利润差不多新东方一半，但股价却早超新东方，支撑好未来股价主要在于好未来的增长率，好未来平均50%左右的增长，而新东方只有20%的增长，主要问题在于好未来能否保持这种高增长直到利润超越新东方？而且，这种市盈率超高的股在大环境不好的时候更容易引起闪崩
- 所谋甚大其心必坚:
  你握住一年，一年后扔掉。电话会议说了，大概可以保持一年的高速增长。
风霸
2017-09-13
风霸
我的成本15.19
- 娃儿别哭回复风霸:
  哈哈
- 风霸回复娃儿别哭:
  你这逻辑说了跟没说一样，当然我也看好，看好的比你早，just so
- 娃儿别哭:
  你的成本多少，我没有兴趣，我有兴趣的是背后的逻辑
娃儿别哭
2017-09-13
娃儿别哭
真正的对比逻辑，我发在前面一条评论里，有空可以看看
熊总
2017-09-13
熊总
我们公司的买买买

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":94921,"tweetId":"94921","gmtCreate":1505256502075,"gmtModify":1704881188063,"author":{"id":3434037709891438,"authorId":3434037709891438,"authorIdStr":"3434037709891438","name":"娃儿别哭","avatar":"https://static.tigerbbs.com/36496c5ab329cd13812118a3c6411f3f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":29,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.laohu8.com/ecd570473dd84a6efbe28a4548d902bc"}],"coverImages":[{"img":"https://static.laohu8.com/ecd570473dd84a6efbe28a4548d902bc"}],"title":"随便分享，我就持有到和好未来160亿的市值！","extraTitle":"","html":"<html><head></head><body>$博实乐教育(BEDU)$大家去对比新东方、好未来的利润和市值啊！不要瞎说上30元，到多少元，这些都是没有任何意义的！只会使股价30元就会迎来调整，引起波动，因为不懂的人乱说30元是顶，没有根据的，只是心里价位的一道坎，就好像我40亿市值买好未来，100亿市值扔了一样，现在回头看真的没有任何意义，因为好未来继续增长，现在市值都去到160亿了！所以，不懂的别乱说，别乱估顶！这些都不是价值投资的！真正的长期持有和价值投资是对比利润和市值的匹配，再找同行业对比！ <img src=\"https://static.laohu8.com/ecd570473dd84a6efbe28a4548d902bc\"></body></html>","htmlText":"<html><head></head><body>$博实乐教育(BEDU)$大家去对比新东方、好未来的利润和市值啊！不要瞎说上30元，到多少元，这些都是没有任何意义的！只会使股价30元就会迎来调整，引起波动，因为不懂的人乱说30元是顶，没有根据的，只是心里价位的一道坎，就好像我40亿市值买好未来，100亿市值扔了一样，现在回头看真的没有任何意义，因为好未来继续增长，现在市值都去到160亿了！所以，不懂的别乱说，别乱估顶！这些都不是价值投资的！真正的长期持有和价值投资是对比利润和市值的匹配，再找同行业对比！ <img src=\"https://static.laohu8.com/ecd570473dd84a6efbe28a4548d902bc\"></body></html>","text":"$博实乐教育(BEDU)$大家去对比新东方、好未来的利润和市值啊！不要瞎说上30元，到多少元，这些都是没有任何意义的！只会使股价30元就会迎来调整，引起波动，因为不懂的人乱说30元是顶，没有根据的，只是心里价位的一道坎，就好像我40亿市值买好未来，100亿市值扔了一样，现在回头看真的没有任何意义，因为好未来继续增长，现在市值都去到160亿了！所以，不懂的别乱说，别乱估顶！这些都不是价值投资的！真正的长期持有和价值投资是对比利润和市值的匹配，再找同行业对比！","highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/94921","repostId":0,"isVote":1,"tweetType":1,"viewCount":955,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BEDU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":417,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":441054,"gmtCreate":1505307346249,"gmtModify":1505307346249,"authorId":3467794218695300,"author":{"id":3467794218695300,"authorId":3467794218695300,"name":"美股不做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":94921,"type":1,"supId":0,"prevId":0,"content":"我也看好好未来，但这背后的隐忧让我有所顾忌，好未来和新东方都是教育机构，好未来营收利润差不多新东方一半，但股价却早超新东方，支撑好未来股价主要在于好未来的增长率，好未来平均50%左右的增长，而新东方只有20%的增长，主要问题在于好未来能否保持这种高增长直到利润超越新东方？而且，这种市盈率超高的股在大环境不好的时候更容易引起闪崩","text":"我也看好好未来，但这背后的隐忧让我有所顾忌，好未来和新东方都是教育机构，好未来营收利润差不多新东方一半，但股价却早超新东方，支撑好未来股价主要在于好未来的增长率，好未来平均50%左右的增长，而新东方只有20%的增长，主要问题在于好未来能否保持这种高增长直到利润超越新东方？而且，这种市盈率超高的股在大环境不好的时候更容易引起闪崩","html":"我也看好好未来，但这背后的隐忧让我有所顾忌，好未来和新东方都是教育机构，好未来营收利润差不多新东方一半，但股价却早超新东方，支撑好未来股价主要在于好未来的增长率，好未来平均50%左右的增长，而新东方只有20%的增长，主要问题在于好未来能否保持这种高增长直到利润超越新东方？而且，这种市盈率超高的股在大环境不好的时候更容易引起闪崩","likeSize":0,"commentSize":1,"subComments":[{"id":441285,"gmtCreate":1505312686084,"gmtModify":1505312686084,"authorId":3451477259473626,"author":{"id":3451477259473626,"authorId":3451477259473626,"name":"所谋甚大其心必坚","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":94921,"type":1,"supId":441054,"prevId":0,"content":"你握住一年，一年后扔掉。电话会议说了，大概可以保持一年的高速增长。","text":"你握住一年，一年后扔掉。电话会议说了，大概可以保持一年的高速增长。","html":"你握住一年，一年后扔掉。电话会议说了，大概可以保持一年的高速增长。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":440666,"gmtCreate":1505273747125,"gmtModify":1505273747125,"authorId":3457352125956653,"author":{"id":3457352125956653,"authorId":3457352125956653,"name":"风霸","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":94921,"type":1,"supId":0,"prevId":0,"content":"我的成本15.19","text":"我的成本15.19","html":"我的成本15.19","likeSize":1,"commentSize":3,"subComments":[{"id":440699,"gmtCreate":1505277808136,"gmtModify":1505277808136,"authorId":3434037709891438,"author":{"id":3434037709891438,"authorId":3434037709891438,"name":"娃儿别哭","avatar":"https://static.tigerbbs.com/36496c5ab329cd13812118a3c6411f3f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3457352125956653,"repliedAuthor":{"id":3457352125956653,"authorId":3457352125956653,"name":"风霸","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":94921,"type":1,"supId":440666,"prevId":440698,"content":"哈哈","text":"哈哈","html":"哈哈"},{"id":440698,"gmtCreate":1505277600441,"gmtModify":1505277600441,"authorId":3457352125956653,"author":{"id":3457352125956653,"authorId":3457352125956653,"name":"风霸","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3434037709891438,"repliedAuthor":{"id":3434037709891438,"authorId":3434037709891438,"name":"娃儿别哭","avatar":"https://static.tigerbbs.com/36496c5ab329cd13812118a3c6411f3f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":94921,"type":1,"supId":440666,"prevId":440689,"content":"你这逻辑说了跟没说一样，当然我也看好，看好的比你早，just so","text":"你这逻辑说了跟没说一样，当然我也看好，看好的比你早，just so","html":"你这逻辑说了跟没说一样，当然我也看好，看好的比你早，just so"},{"id":440689,"gmtCreate":1505276720255,"gmtModify":1505276720255,"authorId":3434037709891438,"author":{"id":3434037709891438,"authorId":3434037709891438,"name":"娃儿别哭","avatar":"https://static.tigerbbs.com/36496c5ab329cd13812118a3c6411f3f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":94921,"type":1,"supId":440666,"prevId":0,"content":"你的成本多少，我没有兴趣，我有兴趣的是背后的逻辑","text":"你的成本多少，我没有兴趣，我有兴趣的是背后的逻辑","html":"你的成本多少，我没有兴趣，我有兴趣的是背后的逻辑"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":440757,"gmtCreate":1505287213571,"gmtModify":1505287213571,"authorId":3434037709891438,"author":{"id":3434037709891438,"authorId":3434037709891438,"name":"娃儿别哭","avatar":"https://static.tigerbbs.com/36496c5ab329cd13812118a3c6411f3f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":94921,"type":1,"supId":0,"prevId":0,"content":"真正的对比逻辑，我发在前面一条评论里，有空可以看看\n ","text":"真正的对比逻辑，我发在前面一条评论里，有空可以看看\n ","html":"真正的对比逻辑，我发在前面一条评论里，有空可以看看\n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":441429,"gmtCreate":1505315282498,"gmtModify":1505315282498,"authorId":3455012196641235,"author":{"id":3455012196641235,"authorId":3455012196641235,"name":"熊总","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":94921,"type":1,"supId":0,"prevId":0,"content":"我们公司的买买买","text":"我们公司的买买买","html":"我们公司的买买买","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/94921"}