+关注
KuoLen
暂无个人介绍
IP属地:未知
52
关注
6
粉丝
0
主题
0
勋章
主贴
热门
KuoLen
2021-07-13
[微笑]
@小虎活动:【老虎财报季】写财报分析,赢取老虎限量商务套装
KuoLen
2021-06-16
[微笑] [微笑]
@小虎AV:6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?$可口可乐(KO)$ $可口可乐凡萨瓶装(KOF)$
KuoLen
2021-04-29
[强] [强]
@美股解毒师:什么叫别人家的公司
KuoLen
2020-12-10
[思考]
@捷克Jack:Doordash什么时候才能成为美版“美团”?
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"10000000000007523","uuid":"10000000000007523","gmtCreate":1603273299886,"gmtModify":1603273299886,"name":"KuoLen","pinyin":"kuolen","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":52,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":142179987,"gmtCreate":1626138900649,"gmtModify":1626138900649,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007523","authorIdStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142179987","repostId":"146135203","repostType":1,"repost":{"id":146135203,"gmtCreate":1626057999999,"gmtModify":1631899069481,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【老虎财报季】写财报分析,赢取老虎限量商务套装","htmlText":"参与《老虎财报季》赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。Q2财报季即将拉开序幕,美国六大银行将在本周率先公布财报,随后将迎来大家最关心的科技股财报。小虎君想邀请虎友们,分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,就有机会赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。【参与方式】 在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"fa946d497d894de8863f2348305e2a7e"}\" target=\"_blank\">老虎财报季</a>”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> 写什么?虎友们可以自由发挥!如果没有现成的idea,也可以参考以下模版: 关注公司的财报业绩(营收,净利润,主营业务表现,关键指标增长等) 公司基本面分析(包括主营业务分析、所属行业竞争优劣势、未来发展点等) 财报前后你是否有调整仓位?未来是否会继续投资?","listText":"参与《老虎财报季》赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。Q2财报季即将拉开序幕,美国六大银行将在本周率先公布财报,随后将迎来大家最关心的科技股财报。小虎君想邀请虎友们,分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,就有机会赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。【参与方式】 在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"fa946d497d894de8863f2348305e2a7e"}\" target=\"_blank\">老虎财报季</a>”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> 写什么?虎友们可以自由发挥!如果没有现成的idea,也可以参考以下模版: 关注公司的财报业绩(营收,净利润,主营业务表现,关键指标增长等) 公司基本面分析(包括主营业务分析、所属行业竞争优劣势、未来发展点等) 财报前后你是否有调整仓位?未来是否会继续投资?","text":"参与《老虎财报季》赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。Q2财报季即将拉开序幕,美国六大银行将在本周率先公布财报,随后将迎来大家最关心的科技股财报。小虎君想邀请虎友们,分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,就有机会赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。【参与方式】 在“老虎财报季”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并@小虎活动、@爱发红包的虎妞 或者@小虎AV 写什么?虎友们可以自由发挥!如果没有现成的idea,也可以参考以下模版: 关注公司的财报业绩(营收,净利润,主营业务表现,关键指标增长等) 公司基本面分析(包括主营业务分析、所属行业竞争优劣势、未来发展点等) 财报前后你是否有调整仓位?未来是否会继续投资?","images":[{"img":"https://static.tigerbbs.com/82e19e2adebbf2c25108f6926818deea","width":"1080","height":"648"},{"img":"https://static.tigerbbs.com/18f14b2fa2c5e868274e699566b71f54","width":"840","height":"540"},{"img":"https://static.tigerbbs.com/ac10aad89763946afd17f38ae564756a","width":"1084","height":"1086"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146135203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169684523,"gmtCreate":1623833100662,"gmtModify":1623833100662,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007523","authorIdStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169684523","repostId":"169961473","repostType":1,"repost":{"id":169961473,"gmtCreate":1623812948388,"gmtModify":1623817108643,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"C罗发布会上拒喝可乐 当日股值跌40亿美元","htmlText":"\n \n \n 6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> <a href=\"https://laohu8.com/S/KOF\">$可口可乐凡萨瓶装(KOF)$</a>\n \n","listText":"6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> <a href=\"https://laohu8.com/S/KOF\">$可口可乐凡萨瓶装(KOF)$</a>","text":"6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?$可口可乐(KO)$ $可口可乐凡萨瓶装(KOF)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169961473","isVote":1,"tweetType":2,"object":{"id":"2291d325b77641b4a6d3e74101761c04","tweetId":"169961473","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/dc88144e3701925919437093908/Ev6VsQlFqOMA.mp4","poster":"https://static.tigerbbs.com/0bc02ee100793dc0e610be337f59f1eb"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109621977,"gmtCreate":1619693100799,"gmtModify":1619693100799,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007523","authorIdStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109621977","repostId":"109335723","repostType":1,"repost":{"id":109335723,"gmtCreate":1619663755758,"gmtModify":1619674872430,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"什么叫别人家的公司","htmlText":"根据CNN报道,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 全球人力资源副总裁Darcie Henry表示,将花费10亿美元为全美50多万业务员工提高时薪,每小时50美分-3美元不等。该项提薪计划将从5月中旬-6月开始。 Henry称这一调薪计划是为了更好的激励包括客户执行、快递、包裹分拣等运营岗位的招聘。数据显示,因为疫情期间网络购物增加,2020年亚马逊新增了数十万名员工。目前,亚马逊是美国第二大雇主,仅次于沃尔玛。 Henry说:“去年我们为一线团队额外的奖金和激励措施投入的超过25亿美元。”","listText":"根据CNN报道,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 全球人力资源副总裁Darcie Henry表示,将花费10亿美元为全美50多万业务员工提高时薪,每小时50美分-3美元不等。该项提薪计划将从5月中旬-6月开始。 Henry称这一调薪计划是为了更好的激励包括客户执行、快递、包裹分拣等运营岗位的招聘。数据显示,因为疫情期间网络购物增加,2020年亚马逊新增了数十万名员工。目前,亚马逊是美国第二大雇主,仅次于沃尔玛。 Henry说:“去年我们为一线团队额外的奖金和激励措施投入的超过25亿美元。”","text":"根据CNN报道,$亚马逊(AMZN)$ 全球人力资源副总裁Darcie Henry表示,将花费10亿美元为全美50多万业务员工提高时薪,每小时50美分-3美元不等。该项提薪计划将从5月中旬-6月开始。 Henry称这一调薪计划是为了更好的激励包括客户执行、快递、包裹分拣等运营岗位的招聘。数据显示,因为疫情期间网络购物增加,2020年亚马逊新增了数十万名员工。目前,亚马逊是美国第二大雇主,仅次于沃尔玛。 Henry说:“去年我们为一线团队额外的奖金和激励措施投入的超过25亿美元。”","images":[{"img":"https://static.tigerbbs.com/0bcc5152f706269f1a5a357f664c5080","width":"631","height":"427"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109335723","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395331140,"gmtCreate":1607584501080,"gmtModify":1703848826850,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007523","authorIdStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/395331140","repostId":"392433776","repostType":1,"repost":{"id":392433776,"gmtCreate":1607504191389,"gmtModify":1703848285120,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"212008496769156","authorIdStr":"212008496769156"},"themes":[],"title":"Doordash什么时候才能成为美版“美团”?","htmlText":"上市之际,聊一聊Doordash。 相比中国外卖行业单纯的两家对抗,美国的外卖公司的竞争显得复杂一些, <a target=\"_blank\" href=\"https://laohu8.com/S/GRUB\">$GrubHub Inc(GRUB)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> Uber Eats和<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 是目前最大的三家,其中包括被Uber Eats收购的Postmates。 DoorDash敢已300亿来发行,并且不断提高发行价,显然是有底气的,目前来看,其相对增长最快的市占率是最好的说明。 到目前为止的市占率,按照Doordash招股书的说法,它自己已经有50%,UberEats的26%排名第二,加上排名第四的Postmates有7%,Uber Eats合计33%,而Grubhub比较惨,已经被挤占到只剩16%。 三方调研也会有些误差,当然唯一确定的是Grubhub的颓势不可避免,未来Grubhub最好的出来依然是被收购。 我更关注的是地域性分布,Doordash的根据地,整体上来看,并不在效率最高的城市,而是在农村和郊区。当然你可别小看美国的“郊区”,有钱人都住那儿,这和国内的“农村”完全不是一个概念。 倒反而Uber Eats和Grubhub更以城市作为大本营。 实际上,这三家不管是更倚重城市还是郊区,在整体竞争格局上都显示出了极大的“划江而治”,也就是说,某家可能在某个片区有着相当大的优势,但是可能在其他地区甚至“毫无竞争力”。 Grubhub在纽约就占","listText":"上市之际,聊一聊Doordash。 相比中国外卖行业单纯的两家对抗,美国的外卖公司的竞争显得复杂一些, <a target=\"_blank\" href=\"https://laohu8.com/S/GRUB\">$GrubHub Inc(GRUB)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> Uber Eats和<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 是目前最大的三家,其中包括被Uber Eats收购的Postmates。 DoorDash敢已300亿来发行,并且不断提高发行价,显然是有底气的,目前来看,其相对增长最快的市占率是最好的说明。 到目前为止的市占率,按照Doordash招股书的说法,它自己已经有50%,UberEats的26%排名第二,加上排名第四的Postmates有7%,Uber Eats合计33%,而Grubhub比较惨,已经被挤占到只剩16%。 三方调研也会有些误差,当然唯一确定的是Grubhub的颓势不可避免,未来Grubhub最好的出来依然是被收购。 我更关注的是地域性分布,Doordash的根据地,整体上来看,并不在效率最高的城市,而是在农村和郊区。当然你可别小看美国的“郊区”,有钱人都住那儿,这和国内的“农村”完全不是一个概念。 倒反而Uber Eats和Grubhub更以城市作为大本营。 实际上,这三家不管是更倚重城市还是郊区,在整体竞争格局上都显示出了极大的“划江而治”,也就是说,某家可能在某个片区有着相当大的优势,但是可能在其他地区甚至“毫无竞争力”。 Grubhub在纽约就占","text":"上市之际,聊一聊Doordash。 相比中国外卖行业单纯的两家对抗,美国的外卖公司的竞争显得复杂一些, $GrubHub Inc(GRUB)$ 、$优步(UBER)$ Uber Eats和$DoorDash, Inc.(DASH)$ 是目前最大的三家,其中包括被Uber Eats收购的Postmates。 DoorDash敢已300亿来发行,并且不断提高发行价,显然是有底气的,目前来看,其相对增长最快的市占率是最好的说明。 到目前为止的市占率,按照Doordash招股书的说法,它自己已经有50%,UberEats的26%排名第二,加上排名第四的Postmates有7%,Uber Eats合计33%,而Grubhub比较惨,已经被挤占到只剩16%。 三方调研也会有些误差,当然唯一确定的是Grubhub的颓势不可避免,未来Grubhub最好的出来依然是被收购。 我更关注的是地域性分布,Doordash的根据地,整体上来看,并不在效率最高的城市,而是在农村和郊区。当然你可别小看美国的“郊区”,有钱人都住那儿,这和国内的“农村”完全不是一个概念。 倒反而Uber Eats和Grubhub更以城市作为大本营。 实际上,这三家不管是更倚重城市还是郊区,在整体竞争格局上都显示出了极大的“划江而治”,也就是说,某家可能在某个片区有着相当大的优势,但是可能在其他地区甚至“毫无竞争力”。 Grubhub在纽约就占","images":[{"img":"https://static.tigerbbs.com/721e4e722a3ff1fee9df174c4e928a11","width":"1536","height":"857"},{"img":"https://static.tigerbbs.com/20405e8bead8cce00aaa76aa59222359","width":"605","height":"355"},{"img":"https://static.tigerbbs.com/e1e56cf1b71de2a2b4ba0501e6203245","width":"2024","height":"1200"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392433776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":395331140,"gmtCreate":1607584501080,"gmtModify":1703848826850,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000007523","idStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/395331140","repostId":"392433776","repostType":1,"repost":{"id":392433776,"gmtCreate":1607504191389,"gmtModify":1703848285120,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"212008496769156","idStr":"212008496769156"},"themes":[],"title":"Doordash什么时候才能成为美版“美团”?","htmlText":"上市之际,聊一聊Doordash。 相比中国外卖行业单纯的两家对抗,美国的外卖公司的竞争显得复杂一些, <a target=\"_blank\" href=\"https://laohu8.com/S/GRUB\">$GrubHub Inc(GRUB)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> Uber Eats和<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 是目前最大的三家,其中包括被Uber Eats收购的Postmates。 DoorDash敢已300亿来发行,并且不断提高发行价,显然是有底气的,目前来看,其相对增长最快的市占率是最好的说明。 到目前为止的市占率,按照Doordash招股书的说法,它自己已经有50%,UberEats的26%排名第二,加上排名第四的Postmates有7%,Uber Eats合计33%,而Grubhub比较惨,已经被挤占到只剩16%。 三方调研也会有些误差,当然唯一确定的是Grubhub的颓势不可避免,未来Grubhub最好的出来依然是被收购。 我更关注的是地域性分布,Doordash的根据地,整体上来看,并不在效率最高的城市,而是在农村和郊区。当然你可别小看美国的“郊区”,有钱人都住那儿,这和国内的“农村”完全不是一个概念。 倒反而Uber Eats和Grubhub更以城市作为大本营。 实际上,这三家不管是更倚重城市还是郊区,在整体竞争格局上都显示出了极大的“划江而治”,也就是说,某家可能在某个片区有着相当大的优势,但是可能在其他地区甚至“毫无竞争力”。 Grubhub在纽约就占","listText":"上市之际,聊一聊Doordash。 相比中国外卖行业单纯的两家对抗,美国的外卖公司的竞争显得复杂一些, <a target=\"_blank\" href=\"https://laohu8.com/S/GRUB\">$GrubHub Inc(GRUB)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> Uber Eats和<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 是目前最大的三家,其中包括被Uber Eats收购的Postmates。 DoorDash敢已300亿来发行,并且不断提高发行价,显然是有底气的,目前来看,其相对增长最快的市占率是最好的说明。 到目前为止的市占率,按照Doordash招股书的说法,它自己已经有50%,UberEats的26%排名第二,加上排名第四的Postmates有7%,Uber Eats合计33%,而Grubhub比较惨,已经被挤占到只剩16%。 三方调研也会有些误差,当然唯一确定的是Grubhub的颓势不可避免,未来Grubhub最好的出来依然是被收购。 我更关注的是地域性分布,Doordash的根据地,整体上来看,并不在效率最高的城市,而是在农村和郊区。当然你可别小看美国的“郊区”,有钱人都住那儿,这和国内的“农村”完全不是一个概念。 倒反而Uber Eats和Grubhub更以城市作为大本营。 实际上,这三家不管是更倚重城市还是郊区,在整体竞争格局上都显示出了极大的“划江而治”,也就是说,某家可能在某个片区有着相当大的优势,但是可能在其他地区甚至“毫无竞争力”。 Grubhub在纽约就占","text":"上市之际,聊一聊Doordash。 相比中国外卖行业单纯的两家对抗,美国的外卖公司的竞争显得复杂一些, $GrubHub Inc(GRUB)$ 、$优步(UBER)$ Uber Eats和$DoorDash, Inc.(DASH)$ 是目前最大的三家,其中包括被Uber Eats收购的Postmates。 DoorDash敢已300亿来发行,并且不断提高发行价,显然是有底气的,目前来看,其相对增长最快的市占率是最好的说明。 到目前为止的市占率,按照Doordash招股书的说法,它自己已经有50%,UberEats的26%排名第二,加上排名第四的Postmates有7%,Uber Eats合计33%,而Grubhub比较惨,已经被挤占到只剩16%。 三方调研也会有些误差,当然唯一确定的是Grubhub的颓势不可避免,未来Grubhub最好的出来依然是被收购。 我更关注的是地域性分布,Doordash的根据地,整体上来看,并不在效率最高的城市,而是在农村和郊区。当然你可别小看美国的“郊区”,有钱人都住那儿,这和国内的“农村”完全不是一个概念。 倒反而Uber Eats和Grubhub更以城市作为大本营。 实际上,这三家不管是更倚重城市还是郊区,在整体竞争格局上都显示出了极大的“划江而治”,也就是说,某家可能在某个片区有着相当大的优势,但是可能在其他地区甚至“毫无竞争力”。 Grubhub在纽约就占","images":[{"img":"https://static.tigerbbs.com/721e4e722a3ff1fee9df174c4e928a11","width":"1536","height":"857"},{"img":"https://static.tigerbbs.com/20405e8bead8cce00aaa76aa59222359","width":"605","height":"355"},{"img":"https://static.tigerbbs.com/e1e56cf1b71de2a2b4ba0501e6203245","width":"2024","height":"1200"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392433776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142179987,"gmtCreate":1626138900649,"gmtModify":1626138900649,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000007523","idStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142179987","repostId":"146135203","repostType":1,"repost":{"id":146135203,"gmtCreate":1626057999999,"gmtModify":1631899069481,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【老虎财报季】写财报分析,赢取老虎限量商务套装","htmlText":"参与《老虎财报季》赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。Q2财报季即将拉开序幕,美国六大银行将在本周率先公布财报,随后将迎来大家最关心的科技股财报。小虎君想邀请虎友们,分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,就有机会赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。【参与方式】 在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"fa946d497d894de8863f2348305e2a7e"}\" target=\"_blank\">老虎财报季</a>”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> 写什么?虎友们可以自由发挥!如果没有现成的idea,也可以参考以下模版: 关注公司的财报业绩(营收,净利润,主营业务表现,关键指标增长等) 公司基本面分析(包括主营业务分析、所属行业竞争优劣势、未来发展点等) 财报前后你是否有调整仓位?未来是否会继续投资?","listText":"参与《老虎财报季》赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。Q2财报季即将拉开序幕,美国六大银行将在本周率先公布财报,随后将迎来大家最关心的科技股财报。小虎君想邀请虎友们,分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,就有机会赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。【参与方式】 在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"fa946d497d894de8863f2348305e2a7e"}\" target=\"_blank\">老虎财报季</a>”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> 写什么?虎友们可以自由发挥!如果没有现成的idea,也可以参考以下模版: 关注公司的财报业绩(营收,净利润,主营业务表现,关键指标增长等) 公司基本面分析(包括主营业务分析、所属行业竞争优劣势、未来发展点等) 财报前后你是否有调整仓位?未来是否会继续投资?","text":"参与《老虎财报季》赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。Q2财报季即将拉开序幕,美国六大银行将在本周率先公布财报,随后将迎来大家最关心的科技股财报。小虎君想邀请虎友们,分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,就有机会赢取老虎限量商务套装,免佣卡,还有虎友们最最最喜欢的限量保温杯。【参与方式】 在“老虎财报季”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并@小虎活动、@爱发红包的虎妞 或者@小虎AV 写什么?虎友们可以自由发挥!如果没有现成的idea,也可以参考以下模版: 关注公司的财报业绩(营收,净利润,主营业务表现,关键指标增长等) 公司基本面分析(包括主营业务分析、所属行业竞争优劣势、未来发展点等) 财报前后你是否有调整仓位?未来是否会继续投资?","images":[{"img":"https://static.tigerbbs.com/82e19e2adebbf2c25108f6926818deea","width":"1080","height":"648"},{"img":"https://static.tigerbbs.com/18f14b2fa2c5e868274e699566b71f54","width":"840","height":"540"},{"img":"https://static.tigerbbs.com/ac10aad89763946afd17f38ae564756a","width":"1084","height":"1086"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146135203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169684523,"gmtCreate":1623833100662,"gmtModify":1623833100662,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000007523","idStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169684523","repostId":"169961473","repostType":1,"repost":{"id":169961473,"gmtCreate":1623812948388,"gmtModify":1623817108643,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"C罗发布会上拒喝可乐 当日股值跌40亿美元","htmlText":"\n \n \n 6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> <a href=\"https://laohu8.com/S/KOF\">$可口可乐凡萨瓶装(KOF)$</a>\n \n","listText":"6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> <a href=\"https://laohu8.com/S/KOF\">$可口可乐凡萨瓶装(KOF)$</a>","text":"6月16日,在葡萄牙对匈牙利比赛前的新闻发布会上,C罗拿掉了可口可乐,并举起矿泉水瓶,建议大家多喝水。随后,该公司市值缩水40亿美元。可口可乐对此回应称,“每个人都有权选择自己的饮料偏好”,每个人都有不同的“口味和需求”。 [吃瓜]大家昨天看C罗球赛了吗?$可口可乐(KO)$ $可口可乐凡萨瓶装(KOF)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169961473","isVote":1,"tweetType":2,"object":{"id":"2291d325b77641b4a6d3e74101761c04","tweetId":"169961473","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/dc88144e3701925919437093908/Ev6VsQlFqOMA.mp4","poster":"https://static.tigerbbs.com/0bc02ee100793dc0e610be337f59f1eb"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109621977,"gmtCreate":1619693100799,"gmtModify":1619693100799,"author":{"id":"10000000000007523","authorId":"10000000000007523","name":"KuoLen","avatar":"https://static.laohu8.com/c7f13e71f3c0a2acfed8138189a350b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000007523","idStr":"10000000000007523"},"themes":[],"title":"","htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109621977","repostId":"109335723","repostType":1,"repost":{"id":109335723,"gmtCreate":1619663755758,"gmtModify":1619674872430,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440721572920950","idStr":"3440721572920950"},"themes":[],"title":"什么叫别人家的公司","htmlText":"根据CNN报道,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 全球人力资源副总裁Darcie Henry表示,将花费10亿美元为全美50多万业务员工提高时薪,每小时50美分-3美元不等。该项提薪计划将从5月中旬-6月开始。 Henry称这一调薪计划是为了更好的激励包括客户执行、快递、包裹分拣等运营岗位的招聘。数据显示,因为疫情期间网络购物增加,2020年亚马逊新增了数十万名员工。目前,亚马逊是美国第二大雇主,仅次于沃尔玛。 Henry说:“去年我们为一线团队额外的奖金和激励措施投入的超过25亿美元。”","listText":"根据CNN报道,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 全球人力资源副总裁Darcie Henry表示,将花费10亿美元为全美50多万业务员工提高时薪,每小时50美分-3美元不等。该项提薪计划将从5月中旬-6月开始。 Henry称这一调薪计划是为了更好的激励包括客户执行、快递、包裹分拣等运营岗位的招聘。数据显示,因为疫情期间网络购物增加,2020年亚马逊新增了数十万名员工。目前,亚马逊是美国第二大雇主,仅次于沃尔玛。 Henry说:“去年我们为一线团队额外的奖金和激励措施投入的超过25亿美元。”","text":"根据CNN报道,$亚马逊(AMZN)$ 全球人力资源副总裁Darcie Henry表示,将花费10亿美元为全美50多万业务员工提高时薪,每小时50美分-3美元不等。该项提薪计划将从5月中旬-6月开始。 Henry称这一调薪计划是为了更好的激励包括客户执行、快递、包裹分拣等运营岗位的招聘。数据显示,因为疫情期间网络购物增加,2020年亚马逊新增了数十万名员工。目前,亚马逊是美国第二大雇主,仅次于沃尔玛。 Henry说:“去年我们为一线团队额外的奖金和激励措施投入的超过25亿美元。”","images":[{"img":"https://static.tigerbbs.com/0bcc5152f706269f1a5a357f664c5080","width":"631","height":"427"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109335723","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}