南沙的个人主页 - 老虎社区

南沙

为国护盘

IP属地：未知

31关注

3粉丝

2主题

0勋章

2020-08-14

$特斯拉(TSLA)$这是不是特斯拉第一次拆骨[疑问]

2020-07-02

$AMD(AMD)$按摩店这几个月什么了？[可爱] 一点反应都没有

2020-06-18

$AMD(AMD)$我的期权都被你这么玩没了[流泪]

2020-06-05

$特斯拉(TSLA)$今天晚上买啥都赚钱[可爱]

2020-04-14

$Independence Contract Drilling(ICD)$昨天六块都不想买你。今天的你让我高攀不起

2020-04-08

浑水看上了谁。谁就栽秧

美国医疗保险公司易康被浑水看空，盘前股价直线跳水

2020-03-31

$Toughbuilt Industries, Inc.(TBLT)$人呢

2020-03-30

$Noble Midstream Partners LP(NBLX)$来个人解释一下这是个什么公司好嘛？

2020-03-20

$三倍做空原油ETN(DWT)$俄罗斯不是和沙特谈崩了嘛。咋还在跌

2020-03-20

$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$今晚空头不利啊

2020-03-19

$波音(BA)$我就要看看你的底在哪

2020-03-17

$Inovio Pharmaceuticals Inc(INO)$我这算抄底嘛？

2020-03-16

$二倍做多VIX波动率指数短期期权ETN(TVIX)$这玩意就是撑死胆大的。饿死胆小的。

2020-03-13

$三倍做空能源ETF-Direxion(ERY)$我tm的一卖你就涨

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Drilling(ICD)$</a>昨天六块都不想买你。今天的你让我高攀不起","text":"$Independence Contract Drilling(ICD)$昨天六块都不想买你。今天的你让我高攀不起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/928555493","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921435677,"gmtCreate":1586352378099,"gmtModify":1704360973714,"author":{"id":"3545192237423514","authorId":"3545192237423514","name":"南沙","avatar":"https://static.tigerbbs.com/8d67a3e6f8fc2a160afbc3d9edb434f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"浑水看上了谁。谁就栽秧","listText":"浑水看上了谁。谁就栽秧","text":"浑水看上了谁。谁就栽秧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/921435677","repostId":"1132139231","repostType":4,"repost":{"id":"1132139231","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1586350856,"share":"https://www.laohu8.com/m/news/1132139231?lang=&edition=full","pubTime":"2020-04-08 21:00","market":"us","language":"zh","title":"美国医疗保险公司易康被浑水看空，盘前股价直线跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1132139231","media":"老虎资讯综合","summary":"美国医疗保险公司易康公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。浑水又做空！年内涨超20%的易康也被盯上了4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人","content":"<p><span>美国医疗保险公司<a href=\"https://laohu8.com/S/EHTH\">易康</a>公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。</span></p><p><img src=\"https://static.tigerbbs.com/21f7217bcfc317bf104cdbff686fdebe\" /></p><p><b>浑水又做空！年内涨超20%的易康也被盯上了</b></p><p>4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人医疗保险服务公司易康eHealth的做空报告。</p><p>浑水表示，易康使用高度激进的会计手段来掩盖其不盈利的业务。仅根据可变成本来看，预计易康将会从2019年的每一位MA(Medicare Advantage保险计划)会员中损失大约135美元，如果将固定成本包括在内，预计损失将达到402美元。</p><p>浑水称，我们将2019年的收入下调了1.28亿美元(或下滑25%)，同时，由于主观因素和错误使用了mark-to-model会计方法，我们将2019年营业利润下调了2.63亿美元，即营业亏损1.81亿美元。</p><p>此外，浑水认为，易康在其LTV模型中的持久性假设与现实相比显得非常激进。在ASC 606生效后，会员流失率迅速飙升。因此浑水得出的结论是，易康在追求低质量、亏损式的增长。而为了实现这种无利可图的增长，易康一直在烧钱，同时预计公司仍将继续这种行为，直到这种价值破坏出现缓慢迹象或停止。</p><p>据悉，今年年初至4月7日，易康股价表现良好，截至周二收盘，涨幅为21.7%，同期标普500指数下滑17.7%。在过去的12个月里，该公司的股价涨超70%。</p><p>3月初，易康的CEO Scott Flanders在媒体上讨论了公司的商业模式，他表示：“消费者在我们的模式中无需支付任何费用。我们从健康保险公司那里得到报酬，他们在支付佣金方面很慷慨，因为我们在帮助他们扩展业务。我们是他们的分销伙伴。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国医疗保险公司易康被浑水看空，盘前股价直线跳水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国医疗保险公司易康被浑水看空，盘前股价直线跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-04-08 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>美国医疗保险公司<a href=\"https://laohu8.com/S/EHTH\">易康</a>公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。</span></p><p><img src=\"https://static.tigerbbs.com/21f7217bcfc317bf104cdbff686fdebe\" /></p><p><b>浑水又做空！年内涨超20%的易康也被盯上了</b></p><p>4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人医疗保险服务公司易康eHealth的做空报告。</p><p>浑水表示，易康使用高度激进的会计手段来掩盖其不盈利的业务。仅根据可变成本来看，预计易康将会从2019年的每一位MA(Medicare Advantage保险计划)会员中损失大约135美元，如果将固定成本包括在内，预计损失将达到402美元。</p><p>浑水称，我们将2019年的收入下调了1.28亿美元(或下滑25%)，同时，由于主观因素和错误使用了mark-to-model会计方法，我们将2019年营业利润下调了2.63亿美元，即营业亏损1.81亿美元。</p><p>此外，浑水认为，易康在其LTV模型中的持久性假设与现实相比显得非常激进。在ASC 606生效后，会员流失率迅速飙升。因此浑水得出的结论是，易康在追求低质量、亏损式的增长。而为了实现这种无利可图的增长，易康一直在烧钱，同时预计公司仍将继续这种行为，直到这种价值破坏出现缓慢迹象或停止。</p><p>据悉，今年年初至4月7日，易康股价表现良好，截至周二收盘，涨幅为21.7%，同期标普500指数下滑17.7%。在过去的12个月里，该公司的股价涨超70%。</p><p>3月初，易康的CEO Scott Flanders在媒体上讨论了公司的商业模式，他表示：“消费者在我们的模式中无需支付任何费用。我们从健康保险公司那里得到报酬，他们在支付佣金方面很慷慨，因为我们在帮助他们扩展业务。我们是他们的分销伙伴。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132139231","content_text":"美国医疗保险公司易康公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。浑水又做空！年内涨超20%的易康也被盯上了4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人医疗保险服务公司易康eHealth的做空报告。浑水表示，易康使用高度激进的会计手段来掩盖其不盈利的业务。仅根据可变成本来看，预计易康将会从2019年的每一位MA(Medicare Advantage保险计划)会员中损失大约135美元，如果将固定成本包括在内，预计损失将达到402美元。浑水称，我们将2019年的收入下调了1.28亿美元(或下滑25%)，同时，由于主观因素和错误使用了mark-to-model会计方法，我们将2019年营业利润下调了2.63亿美元，即营业亏损1.81亿美元。此外，浑水认为，易康在其LTV模型中的持久性假设与现实相比显得非常激进。在ASC 606生效后，会员流失率迅速飙升。因此浑水得出的结论是，易康在追求低质量、亏损式的增长。而为了实现这种无利可图的增长，易康一直在烧钱，同时预计公司仍将继续这种行为，直到这种价值破坏出现缓慢迹象或停止。据悉，今年年初至4月7日，易康股价表现良好，截至周二收盘，涨幅为21.7%，同期标普500指数下滑17.7%。在过去的12个月里，该公司的股价涨超70%。3月初，易康的CEO Scott 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天晚上买啥都赚钱[可爱]&nbsp;","text":"$特斯拉(TSLA)$今天晚上买啥都赚钱[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958735148","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921435677,"gmtCreate":1586352378099,"gmtModify":1704360973714,"author":{"id":"3545192237423514","authorId":"3545192237423514","name":"南沙","avatar":"https://static.tigerbbs.com/8d67a3e6f8fc2a160afbc3d9edb434f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"浑水看上了谁。谁就栽秧","listText":"浑水看上了谁。谁就栽秧","text":"浑水看上了谁。谁就栽秧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/921435677","repostId":"1132139231","repostType":4,"repost":{"id":"1132139231","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1586350856,"share":"https://www.laohu8.com/m/news/1132139231?lang=&edition=full","pubTime":"2020-04-08 21:00","market":"us","language":"zh","title":"美国医疗保险公司易康被浑水看空，盘前股价直线跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1132139231","media":"老虎资讯综合","summary":"美国医疗保险公司易康公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。浑水又做空！年内涨超20%的易康也被盯上了4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人","content":"<p><span>美国医疗保险公司<a href=\"https://laohu8.com/S/EHTH\">易康</a>公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。</span></p><p><img src=\"https://static.tigerbbs.com/21f7217bcfc317bf104cdbff686fdebe\" /></p><p><b>浑水又做空！年内涨超20%的易康也被盯上了</b></p><p>4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人医疗保险服务公司易康eHealth的做空报告。</p><p>浑水表示，易康使用高度激进的会计手段来掩盖其不盈利的业务。仅根据可变成本来看，预计易康将会从2019年的每一位MA(Medicare Advantage保险计划)会员中损失大约135美元，如果将固定成本包括在内，预计损失将达到402美元。</p><p>浑水称，我们将2019年的收入下调了1.28亿美元(或下滑25%)，同时，由于主观因素和错误使用了mark-to-model会计方法，我们将2019年营业利润下调了2.63亿美元，即营业亏损1.81亿美元。</p><p>此外，浑水认为，易康在其LTV模型中的持久性假设与现实相比显得非常激进。在ASC 606生效后，会员流失率迅速飙升。因此浑水得出的结论是，易康在追求低质量、亏损式的增长。而为了实现这种无利可图的增长，易康一直在烧钱，同时预计公司仍将继续这种行为，直到这种价值破坏出现缓慢迹象或停止。</p><p>据悉，今年年初至4月7日，易康股价表现良好，截至周二收盘，涨幅为21.7%，同期标普500指数下滑17.7%。在过去的12个月里，该公司的股价涨超70%。</p><p>3月初，易康的CEO Scott Flanders在媒体上讨论了公司的商业模式，他表示：“消费者在我们的模式中无需支付任何费用。我们从健康保险公司那里得到报酬，他们在支付佣金方面很慷慨，因为我们在帮助他们扩展业务。我们是他们的分销伙伴。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国医疗保险公司易康被浑水看空，盘前股价直线跳水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国医疗保险公司易康被浑水看空，盘前股价直线跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-04-08 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>美国医疗保险公司<a href=\"https://laohu8.com/S/EHTH\">易康</a>公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。</span></p><p><img src=\"https://static.tigerbbs.com/21f7217bcfc317bf104cdbff686fdebe\" /></p><p><b>浑水又做空！年内涨超20%的易康也被盯上了</b></p><p>4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人医疗保险服务公司易康eHealth的做空报告。</p><p>浑水表示，易康使用高度激进的会计手段来掩盖其不盈利的业务。仅根据可变成本来看，预计易康将会从2019年的每一位MA(Medicare Advantage保险计划)会员中损失大约135美元，如果将固定成本包括在内，预计损失将达到402美元。</p><p>浑水称，我们将2019年的收入下调了1.28亿美元(或下滑25%)，同时，由于主观因素和错误使用了mark-to-model会计方法，我们将2019年营业利润下调了2.63亿美元，即营业亏损1.81亿美元。</p><p>此外，浑水认为，易康在其LTV模型中的持久性假设与现实相比显得非常激进。在ASC 606生效后，会员流失率迅速飙升。因此浑水得出的结论是，易康在追求低质量、亏损式的增长。而为了实现这种无利可图的增长，易康一直在烧钱，同时预计公司仍将继续这种行为，直到这种价值破坏出现缓慢迹象或停止。</p><p>据悉，今年年初至4月7日，易康股价表现良好，截至周二收盘，涨幅为21.7%，同期标普500指数下滑17.7%。在过去的12个月里，该公司的股价涨超70%。</p><p>3月初，易康的CEO Scott Flanders在媒体上讨论了公司的商业模式，他表示：“消费者在我们的模式中无需支付任何费用。我们从健康保险公司那里得到报酬，他们在支付佣金方面很慷慨，因为我们在帮助他们扩展业务。我们是他们的分销伙伴。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132139231","content_text":"美国医疗保险公司易康公司盘前股价直线跳水，跌幅迅速扩大至逾17%。做空机构浑水称看空易康公司。浑水又做空！年内涨超20%的易康也被盯上了4月8日晚间，沽空机构浑水(Muddy Water)发布针对私人医疗保险服务公司易康eHealth的做空报告。浑水表示，易康使用高度激进的会计手段来掩盖其不盈利的业务。仅根据可变成本来看，预计易康将会从2019年的每一位MA(Medicare Advantage保险计划)会员中损失大约135美元，如果将固定成本包括在内，预计损失将达到402美元。浑水称，我们将2019年的收入下调了1.28亿美元(或下滑25%)，同时，由于主观因素和错误使用了mark-to-model会计方法，我们将2019年营业利润下调了2.63亿美元，即营业亏损1.81亿美元。此外，浑水认为，易康在其LTV模型中的持久性假设与现实相比显得非常激进。在ASC 606生效后，会员流失率迅速飙升。因此浑水得出的结论是，易康在追求低质量、亏损式的增长。而为了实现这种无利可图的增长，易康一直在烧钱，同时预计公司仍将继续这种行为，直到这种价值破坏出现缓慢迹象或停止。据悉，今年年初至4月7日，易康股价表现良好，截至周二收盘，涨幅为21.7%，同期标普500指数下滑17.7%。在过去的12个月里，该公司的股价涨超70%。3月初，易康的CEO Scott Flanders在媒体上讨论了公司的商业模式，他表示：“消费者在我们的模式中无需支付任何费用。我们从健康保险公司那里得到报酬，他们在支付佣金方面很慷慨，因为我们在帮助他们扩展业务。我们是他们的分销伙伴。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929419450,"gmtCreate":1585572340970,"gmtModify":1704358264275,"author":{"id":"3545192237423514","authorId":"3545192237423514","name":"南沙","avatar":"https://static.tigerbbs.com/8d67a3e6f8fc2a160afbc3d9edb434f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBLX\">$Noble Midstream Partners LP(NBLX)$</a>来个人解释一下这是个什么公司好嘛？","listText":"<a href=\"https://laohu8.com/S/NBLX\">$Noble Midstream Partners LP(NBLX)$</a>来个人解释一下这是个什么公司好嘛？","text":"$Noble Midstream Partners 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