$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

胖墩的墩儿

$跟谁学(GSX)$我也是空军，但是合理去分析下原因。跟谁学的好课和高途两大拳头，据了解，高途有一部分收入不属于跟谁学，就好比亲儿子和干儿子。最核心的数据谁都不得而知。但是北京确实听过跟谁学的人很多，和猿辅导，学而思号称线上教育三架马车，我做空不是因为觉得他会像瑞幸，只是德不配位，靠的是社群，思域流量转换，很难撑起高市值。多空谁赢不好说，做空公司也看的明白，跟谁学也很明白。就等于参与这场战斗。是盈利的公司，也不可能跟58同城，嘉年华游轮，达美航空差不多市值。

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

Sandra_4906
2020-06-17
Sandra_4906
您在北京哪个区？我为什么没有听说过跟谁学，还能被称为线上三架马车？我也是理性跟您讨论问题。那VIP，有道，作业帮都算什么？跟谁学至少我周围的人没有一个人听说过，坐标朝阳区
- Mrzebra回复胖墩的墩儿:
  还北京圈，您这B装的有点大了，北京人谁tm听过这词
- 指东针回复胖墩的墩儿:
  我也没听过跟谁学和高途课堂，作业帮、猿辅导、学而思、新东方倒是听到很多，坐标深圳
- 胖墩的墩儿:
  海淀区，跟谁学在北京圈里还是有点知名度，但是不代表这个市值符合。
ruicha007
2020-06-17
ruicha007
同在北京海淀、朝阳，没见过GSX的任何推广投放，猿辅导倒是有看到
- ruicha007回复胖墩的墩儿:
  EY如果之前逼宫应该也是有做空机构的风声放出来了，互联网企业数据真实性完整性一直都是审计工作的难点和疑点
- 胖墩的墩儿回复ruicha007:
  我个人认为最大的可能是会计事务所逼宫，因为瑞幸事件有影响，但是应该大崩可能性不大，我一直看到15，所以没割，要不上次27就割了。因为跟谁学之前盈利这是事实，有没有这么多暂且不说，
- ruicha007回复胖墩的墩儿:
  短期看半年报，长期看疫情后营收情况，毕竟之前已经解封一段时间了，而且目前也只有帝都加强了管控。DTT的签字人应该压力很大，但凡是非标准意见都得鸡飞狗跳。
- 胖墩的墩儿回复ruicha007:
  坐庄毋庸置疑了，这都空头踩踏了。我觉得翻车不现实，但是到10-15应该挺合理。
- ruicha007回复胖墩的墩儿:
  背后肯定是有资本坐庄，尤其是疫情影响打了掩护，就是营收太夸张才引起做空关注。
Decebt
2020-06-17
Decebt
你怎么不相信美好
- 胖墩的墩儿:
  不敢相信美好，只是确实跟谁学赚钱应该是真的，赚多少不清楚。
Smu
2020-06-17
Smu
坐标朝阳区、海淀区，都没有听说过这个公司，我身边的同事也没听过

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16

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