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GeekZhou
2020-04-16
$跟谁学(GSX)$
香橼做空至今,股价仅下跌了3.04%,这么有名的机构就这点实力吗[吃瓜] [吃瓜] [吃瓜]
GeekZhou
2020-04-20
$跟谁学(GSX)$
这两天把市面上所有在线教育公司复盘了一遍。结论是只有好未来和跟谁学具有成熟的商业模式,有稳健的营收增长预期,有正向现金流,剩下的股和这俩完全没法比
GeekZhou
2020-03-20
$跟谁学(GSX)$
看好陈向东的能力.坚定做多GSX.
GeekZhou
2020-04-16
$跟谁学(GSX)$
开窗之时就是空军被屠之日,larry大概率要大金额增持,拭目以待!最多还有20天就开窗
GeekZhou
2020-04-16
$跟谁学(GSX)$
希望今天不要涨上去,在横盘或者跌几天吧
GeekZhou
2019-11-26
$跟谁学(GSX)$
给不知道的人科普一下。跟谁学的CEO在创立之前在新东方做了十几年。做到俞敏洪的二把手做了好几年才出来的。俞敏洪主外,陈向东主内。这种背景资源人脉别的在线教育怎么比?再加上没烧钱就上市了
GeekZhou
2020-03-04
$跟谁学(GSX)$
那些说跟谁学是庄自己玩的,想问下有道在你们那里算什么
GeekZhou
2020-02-21
$跟谁学(GSX)$
短期有下行的可能性,极限30。长期来看,时间2年,股价看到100。PE两年后看到80。理由:新东方市盈率50,GSX纯线上的机构,同样的利润,估值必定高于线下
GeekZhou
2020-04-17
$跟谁学(GSX)$
有些人真有意思 动不动就拿SEC 做空公司说事。SEC认识你吗?做空公司的人认识你吗?在这打打嘴炮SEC就来了?做空公司就来了?是不是生活中过的不如意就想找个地方发泄?
GeekZhou
2020-04-20
$跟谁学(GSX)$
长期来看股价一定是和业绩正相关的
GeekZhou
2020-03-21
$跟谁学(GSX)$
拉勾首页看见跟谁学的头屏招聘了,感觉Q1应该生意不错了,人手又不够了
GeekZhou
2020-04-16
$跟谁学(GSX)$
挂个单玩玩
GeekZhou
2020-04-20
$跟谁学(GSX)$
贴一段今天俞敏洪被采访的原文,里面提到了Larry 陈向东:媒体:为什么布局会这么晚,阻力在哪里?俞敏洪:应该跟我有很大关系。新东方这么多年一直主张人文精神,所以新东方总裁办公会的人一直都是文科背景,没有技术背景的人。从徐小平(新东方联创、真格基金创始人)、王强(新东方联创、真格基金创始人)开始,到后来陈向东(前新东方执行总裁、跟谁学创始人)、沙云龙(前新东方高级副总裁、朴新网校创始人),全是文科背景的人在决策系统里。陈向东、沙云龙走了以后,我重组总裁办公会,开始加入技术背景的人。但即使加入了计算机背景的人,新东方实际上还是没有形成科学思维,比如有计算机相关专业背景的吴强在新东方学校当校长,但并没有主管技术。所以尽管形式上已经有了技术背景的高管进入了新东方的决策层,但实际技术与教育业务并没能实现很好的融合。好未来就不太一样,张邦鑫本身就是学计算机出身的。新东方在科技上布局的“晚”实际上要归因于我的人文情怀或者人文脑袋,以及我自己对科技的不理解,导致了新东方的科技和教育的结合一直做的非常的不到位,尽管五六年前我就反复讲科技很重要,但实际上没有做到位,所以现在我也在做深刻的反思。
GeekZhou
2020-04-04
$跟谁学(GSX)$
今天的公告 2019年经审计的财报发布,做空的是什么逻辑呢?
GeekZhou
2020-04-21
这几日缩量上涨,说明市场分歧变小,空头开始撤场,下一次出现大的博弈可能是在40的点位上
GeekZhou
2018-08-24
坚决做空
$趣店(QD)$空你没商量
坚决做空
GeekZhou
2020-04-04
$跟谁学(GSX)$
老庄敢不敢拉到30 你敢拉我就敢接
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>贴一段今天俞敏洪被采访的原文,里面提到了Larry 陈向东:媒体:为什么布局会这么晚,阻力在哪里?俞敏洪:应该跟我有很大关系。新东方这么多年一直主张人文精神,所以新东方总裁办公会的人一直都是文科背景,没有技术背景的人。从徐小平(新东方联创、真格基金创始人)、王强(新东方联创、真格基金创始人)开始,到后来陈向东(前新东方执行总裁、跟谁学创始人)、沙云龙(前新东方高级副总裁、朴新网校创始人),全是文科背景的人在决策系统里。陈向东、沙云龙走了以后,我重组总裁办公会,开始加入技术背景的人。但即使加入了计算机背景的人,新东方实际上还是没有形成科学思维,比如有计算机相关专业背景的吴强在新东方学校当校长,但并没有主管技术。所以尽管形式上已经有了技术背景的高管进入了新东方的决策层,但实际技术与教育业务并没能实现很好的融合。好未来就不太一样,张邦鑫本身就是学计算机出身的。新东方在科技上布局的“晚”实际上要归因于我的人文情怀或者人文脑袋,以及我自己对科技的不理解,导致了新东方的科技和教育的结合一直做的非常的不到位,尽管五六年前我就反复讲科技很重要,但实际上没有做到位,所以现在我也在做深刻的反思。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>贴一段今天俞敏洪被采访的原文,里面提到了Larry 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陈向东:媒体:为什么布局会这么晚,阻力在哪里?俞敏洪:应该跟我有很大关系。新东方这么多年一直主张人文精神,所以新东方总裁办公会的人一直都是文科背景,没有技术背景的人。从徐小平(新东方联创、真格基金创始人)、王强(新东方联创、真格基金创始人)开始,到后来陈向东(前新东方执行总裁、跟谁学创始人)、沙云龙(前新东方高级副总裁、朴新网校创始人),全是文科背景的人在决策系统里。陈向东、沙云龙走了以后,我重组总裁办公会,开始加入技术背景的人。但即使加入了计算机背景的人,新东方实际上还是没有形成科学思维,比如有计算机相关专业背景的吴强在新东方学校当校长,但并没有主管技术。所以尽管形式上已经有了技术背景的高管进入了新东方的决策层,但实际技术与教育业务并没能实现很好的融合。好未来就不太一样,张邦鑫本身就是学计算机出身的。新东方在科技上布局的“晚”实际上要归因于我的人文情怀或者人文脑袋,以及我自己对科技的不理解,导致了新东方的科技和教育的结合一直做的非常的不到位,尽管五六年前我就反复讲科技很重要,但实际上没有做到位,所以现在我也在做深刻的反思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/922040172","isVote":1,"tweetType":1,"viewCount":5212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922058821,"gmtCreate":1587395724563,"gmtModify":1704363967357,"author":{"id":"3473216912979031","authorId":"3473216912979031","name":"GeekZhou","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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