$跟谁学(GSX)$_老虎社区_美港股上老虎

2020-05-19

$跟谁学(GSX)$重要，仔细读了读浑水的报告发现有一点很不对劲：他们有将近七八千辅导老师，在线教育行业一般一个辅导老师辅导200-300人，一期班平均客单价1000元rmb，这么估算下来8000*200*1000*百分之七十到八十的现金结转率=13亿左右营收，跟Q1财报的12.97亿差不多能对上啊！而且假如80%都是机器人学生的话那招这么多辅导teacher干嘛呢？感觉浑水又是在搞笑，不来中国实地考察考察，好歹线下墩墩点，感觉这波过去这个妖股又要大涨了而且是长期涨那种....

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

神的一滴
2020-05-19
神的一滴
首先说一下，没有买跟谁学股票

提一点，不论有没有造假，作为一次事件，里面蕴藏着赚钱的机会，不论做空还是做多

有一些人，只知道在网上各种喷，但凡有点专业度的人，必然通过各种途径，搞清楚内在逻辑，比如从脉脉找学而思网校、作业帮、猿辅导的人，彻底研究透彻在线直播大班课的模式，找跟谁学前员工、员工做调研，而不是只知道喷（剩余内容见评论）
- 明月三千里:
  需要理性的分析而不是无脑喷
- 神的一滴:
  为什么要研究？因为里面有赚钱的可能啊，否则你为什么买股票，就为了在网上表达一些缺少逻辑、充满情绪的观点？不论结果怎样，做空还是做多，干就完啦
神的一滴
2020-05-19
神的一滴
再次强调一点，表达的重点是“没有调研，就没有发言权”，面对这种赚钱的可能性，有的人实在太懒，太不专业啦，个人看不过去，说两句，和给跟谁学洗白没有关系，你们研究出来，做空就做空，做多就做多，关键你们不研究啊，真它🐎不专业
神的一滴
2020-05-19
神的一滴
非常不认同的那种人，不做研究，只知道BB，还想赚钱

就拿我个人掌握的信息，跟谁学的模式已经完全不是O2O平台的模式，还有人依据当时的经历做出当下的判断，这一点就不可取，这种人也太懒啦，还在网上发各种观点，这种行为完全不专业啊
真新镇小智
2020-05-19
真新镇小智
看看这个人是小号而且还是新建的虎友们应该都明白了吧[冷漠]
- 少年强则少女扶墙:
  我发现大部分评论都是小号
- 狗GOv:
  不明白，等级应该是发帖发出来的吧
z7
2020-05-19
z7
你能辅导两百个学生？
- 快涨起来:
  跟谁学的辅导老师就是辅导100-300学生啊
freehaster
2020-05-19
freehaster
试听过一次，里面门道很多，销售像传销，直播是录像，试听成功转化后带一个班两三百人并不难。

发表看法

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