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地产h
02-27
不值这个价,因为企业挣钱少
地产h
01-09
还有投资价值约1万亿没有计算。每股至少增加约100元。
地产h
2024-10-09
贿选啊,用钱买官当
地产h
2024-03-28
经营稳健,经营净利润不断增长40%+,价格却是较低位置,我早满仓了。 腾讯自抄底,就帮助我抄底了
地产h
2024-02-27
买这两个就体现了自身的投资风格:不挣钱,市场热点追逐后的高溢价,挣二级市场热点的钱—自己真的能够吗?不是那个被陷阱设计的人?
地产h
2024-02-16
1.买股票就是买企业 2.行业被需求性强且持续,生意模式好,管理层优秀,价格合理偏低更好。
地产h
2024-02-16
$苹果(AAPL)$
这个问题是想求解:一个智者干了什么事情,然后去推测企业情况。 巴菲特不喜欢美女,然后推测美女有什么问题? 关注自己的土地自身产出能力,如果要依靠别人判断,那就失去了投资的大脑。 自己去分析理解,判断决策。
地产h
2024-01-24
首先是一个好生意外加优秀的社交生态, 然后腾讯是个好管理层,能够相对而言与股东共享财富的企业; 一切低价的机会都是上车机会。
地产h
2024-01-22
1.首先确定美团价值: 1.1美团本地业务:是美团主要利润来源,单季约100亿经营利润,该利润连续三个季度基本无增长。 —由于自身经营的反应迟钝(估计是管理上自大或者没有赋权给一线人员让一线)造成竞争对手抖音的崛起。本地业务经营营收增长,但利润率单季从22%下降到17%,造成增收不增利。 —经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>这个问题是想求解:一个智者干了什么事情,然后去推测企业情况。 巴菲特不喜欢美女,然后推测美女有什么问题? 关注自己的土地自身产出能力,如果要依靠别人判断,那就失去了投资的大脑。 自己去分析理解,判断决策。","text":"$苹果(AAPL)$ 这个问题是想求解:一个智者干了什么事情,然后去推测企业情况。 巴菲特不喜欢美女,然后推测美女有什么问题? 关注自己的土地自身产出能力,如果要依靠别人判断,那就失去了投资的大脑。 自己去分析理解,判断决策。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274447977689208","isVote":1,"tweetType":1,"viewCount":3829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266550676545680,"gmtCreate":1706103672425,"gmtModify":1706105191974,"author":{"id":"3460454341773818","authorId":"3460454341773818","name":"地产h","avatar":"https://static.tigerbbs.com/b2ded65653abc3d71658127792fa6c7b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460454341773818","authorIdStr":"3460454341773818"},"themes":[],"htmlText":"首先是一个好生意外加优秀的社交生态, 然后腾讯是个好管理层,能够相对而言与股东共享财富的企业; 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—经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。","listText":"1.首先确定美团价值: 1.1美团本地业务:是美团主要利润来源,单季约100亿经营利润,该利润连续三个季度基本无增长。 —由于自身经营的反应迟钝(估计是管理上自大或者没有赋权给一线人员让一线)造成竞争对手抖音的崛起。本地业务经营营收增长,但利润率单季从22%下降到17%,造成增收不增利。 —经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。","text":"1.首先确定美团价值: 1.1美团本地业务:是美团主要利润来源,单季约100亿经营利润,该利润连续三个季度基本无增长。 —由于自身经营的反应迟钝(估计是管理上自大或者没有赋权给一线人员让一线)造成竞争对手抖音的崛起。本地业务经营营收增长,但利润率单季从22%下降到17%,造成增收不增利。 —经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266016643645656","isVote":1,"tweetType":1,"viewCount":4936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":266016643645656,"gmtCreate":1705963934034,"gmtModify":1705974731952,"author":{"id":"3460454341773818","authorId":"3460454341773818","name":"地产h","avatar":"https://static.tigerbbs.com/b2ded65653abc3d71658127792fa6c7b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460454341773818","idStr":"3460454341773818"},"themes":[],"htmlText":"1.首先确定美团价值: 1.1美团本地业务:是美团主要利润来源,单季约100亿经营利润,该利润连续三个季度基本无增长。 —由于自身经营的反应迟钝(估计是管理上自大或者没有赋权给一线人员让一线)造成竞争对手抖音的崛起。本地业务经营营收增长,但利润率单季从22%下降到17%,造成增收不增利。 —经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。","listText":"1.首先确定美团价值: 1.1美团本地业务:是美团主要利润来源,单季约100亿经营利润,该利润连续三个季度基本无增长。 —由于自身经营的反应迟钝(估计是管理上自大或者没有赋权给一线人员让一线)造成竞争对手抖音的崛起。本地业务经营营收增长,但利润率单季从22%下降到17%,造成增收不增利。 —经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。","text":"1.首先确定美团价值: 1.1美团本地业务:是美团主要利润来源,单季约100亿经营利润,该利润连续三个季度基本无增长。 —由于自身经营的反应迟钝(估计是管理上自大或者没有赋权给一线人员让一线)造成竞争对手抖音的崛起。本地业务经营营收增长,但利润率单季从22%下降到17%,造成增收不增利。 —经过10年发展,行业最有价值的部分已经线上化未来这块业务空间,取决于宏观经济。 —宏观决定行业价值空间X竞争决定美团份额。保守估美团经营利润不增长。一年400亿给10倍,4000亿。 1.2美团新业务:持续亏损且早期高峰亏损超过收入。 —这个市场空间大,但竞争对手无限多:无数线下对手菜店都是对手,并且很便宜,卷心菜0.4元/斤,大白菜0.7元斤,土豆0.99元斤…便宜的线下人工的,低迷的地产,低迷的经济使得对手无限多。多多面临同样问题。 —美团想利用该业务来与本地互补,其实形成了本地业务的机会成本。 —空间大,对手多,客户哪里便宜哪里走,在无法盈利情况下。这款价值是负值。 2.再确定买入情况: 2.1如果美团活化自身经营制度内部权—利分配,提升与抖音竞争能力;处理砍新业务亏损问题。 2.2在上面没有解决情况下,如果一定要买:4000亿人民币下方,网格交易具有较好防守性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266016643645656","isVote":1,"tweetType":1,"viewCount":4936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274447977689208,"gmtCreate":1708041758131,"gmtModify":1708043246093,"author":{"id":"3460454341773818","authorId":"3460454341773818","name":"地产h","avatar":"https://static.tigerbbs.com/b2ded65653abc3d71658127792fa6c7b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460454341773818","idStr":"3460454341773818"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>这个问题是想求解:一个智者干了什么事情,然后去推测企业情况。 巴菲特不喜欢美女,然后推测美女有什么问题? 关注自己的土地自身产出能力,如果要依靠别人判断,那就失去了投资的大脑。 自己去分析理解,判断决策。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>这个问题是想求解:一个智者干了什么事情,然后去推测企业情况。 巴菲特不喜欢美女,然后推测美女有什么问题? 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