$跟谁学(GSX)$_老虎社区_美港股上老虎

2020-06-16

$跟谁学(GSX)$当年俞敏洪遇到做空的时候，到处找钱，找到了宗庆后，柳传志，马云等一票大佬拉爆了空头，当时的拉总就在侧旁观，那个时代是新东方占据了整个中国英语教育市场一半的年代，所以大家肯掏钱帮忙，而今天，如下图所示，市场上多了很多新玩家，细分跑道上面都有了自己的小巨头，而图里面却没有看到跟谁学的任何一款产品，我没有跟风做空跟谁学，但是我想提醒一下拉总，学俞敏洪，你需要的是那些不远万里坐火车去北京昌平掏钱学英语的客户，而不是钱，祝福拉总

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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一条游荡的鱼
2020-06-16
一条游荡的鱼
2018年的图，上面的除了猿辅导，好未来，作业帮还听过谁...
- 高嘉彤回复想亮的名字:
  你最近怎样
- 高嘉彤回复一条游荡的鱼:
  最近怎样
- 高嘉彤回复想亮的名字:
  你还好吗
- 想亮的名字回复高嘉彤:
  有道不是？新东方在线不是？这是上市的了，没上市的挂掉的，几千家没有？vipkid，达达英语，火过一阵，你看现在还在火没？广告谁不会打，打了广告能赚钱才是本事，不打广告能赚钱更是本事中的本事。
- 高嘉彤回复一条游荡的鱼:
  一个公司上市与否有多方面的考量，每个公司有各自的经营状况与规划，也与风险资本的偏好有关，一个公司可以做大做的非常强之后在上市，估值会非常高，比如阿里，一个公司也可以在早期就上市，获取更多资金利于公司发展，但是可能会受制于资本市场，有些投资人控制了公司大量股权要求快进快出，就早上市，有的投资人也想快进快出早上市，但是公司大股东也就是管理层不急所以也没办法，小伙子一级市场和二级市场玩法很不一样
探索流
2020-06-16
探索流
跟谁学是2018年底才开始all k12的，你这个报告时，跟谁学还属于平台型综合型在线教育平台
- 高嘉彤回复探索流:
  你赚到钱了吗
- 探索流回复高嘉彤:
  所以跟谁学转型做k12在线大班课了，放弃平台综合方向
- 高嘉彤:
  跟谁学盘子铺的大，但是大的细分跑道龙头基本都已经成型，连作业盒子都是拥有三千万月活用户的产品了，综合平台想抢人家细分领域的肉吃，在教育行业来说太难了
黄豆芽
2020-06-16
黄豆芽
你这个图就不靠谱。别出来丢人了。回家吧。
- 高嘉彤:
  今天怎么样
- 高嘉彤:
  祝好运
无害
2020-06-16
无害
还舔着大脸提醒。。什么东西
- 高嘉彤:
  你还好吗
- 高嘉彤:
  哎救不了你们
嗷嗷嗷的嗷
2020-06-16
嗷嗷嗷的嗷
跟谁学在海淀，搞清楚再发言，你搞笑呢？
- 高嘉彤回复嗷嗷嗷的嗷:
  最近怎么样
- 高嘉彤回复嗷嗷嗷的嗷:
  祝你的二百美元能翻一番
- 嗷嗷嗷的嗷回复高嘉彤:
  你这智商还看啥文章？
- 高嘉彤:
  仔细看看文章
慎独拙言
2020-06-18
慎独拙言
怎么说呢，可以去问下作业帮，猿辅导，他们认为的竞品都是谁。大概就可以了解

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