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2019-06-15

刘胖子一猜就是你

@道一先生:$跟谁学(GSX)$ 今天休市，随便写点。首先我不是股托，我觉的这个词很可笑，一个公司的股价启是一两个托能影响的，18年的时候我坚定的做空了朴新和尚德，小赚一笔（可以翻看我去年的帖子）；19年的时候我会坚定的做多跟谁学，首先跟谁学有着非常好的商业模型和商业壁垒，有人说跟谁学没有壁垒，我只能呵呵，看不懂就说看不懂。其次跟谁学有着非常好的自由现金流和利润率，这两者基本上可以判断出是一个好公司还是垃圾公司，最后跟谁学有着非常好的管理团队以及广阔的市场空间，未来几年内保持高速增长是绝对可预期的事情。

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