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皇甫谦
2021-04-06
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皇甫谦
2021-02-08
这篇文章不错,转发给大家看看
抱歉,原内容已删除
皇甫谦
2021-01-01
新年快乐!
皇甫谦
2020-11-13
$蔚来(NIO)$
没到这个时候我就想卖,管不住手怎么办
皇甫谦
2020-11-05
$蔚来(NIO)$
后悔当时为啥卖了一半!唉,知足常乐吧!all is ming!
皇甫谦
2020-11-04
$蔚来(NIO)$
特朗普获胜!
皇甫谦
2020-10-21
好茶!
$蔚来(NIO)$
皇甫谦
2020-10-15
$蔚来(NIO)$
小赚
皇甫谦
2020-10-14
$蔚来(NIO)$
蝇头小利
皇甫谦
2020-10-13
唉,卖早了,今天估计还能大涨!
皇甫谦
2020-10-12
谦虚谨慎,克勤克勉
皇甫谦
2020-10-12
小赚一丢丢
皇甫谦
2020-10-01
$Yalla Group(YALA)$
@老虎证券
大过节的不想骂你了!开盘的时候不发给我,等暴跌下来了才到账!差劲!!!
皇甫谦
2020-09-30
$蔚来(NIO)$
搞一部分落袋为安
皇甫谦
2020-09-30
$蔚来(NIO)$
[害羞]
皇甫谦
2020-09-22
看好同花顺
@投资小达人:东方财富、同花顺两家公司,到底哪家才是互联网券商“真龙头”?
皇甫谦
2020-09-20
好!
@英为财情:干货:整理各行业重要的ETF(上)
皇甫谦
2020-09-19
置之死地而后生,陷之亡地而后存。蔚来经过大难而不是,必将凤凰涅槃!看好蔚来,蔚来加电!
$蔚来(NIO)$
@孟浩:在这个世道,没有人敢说蔚来半句好话,也没有人敢为李斌伸出半根稻草,但是我希望中国的汽车行业就像5G通信行业一样在世界上拥有响亮的话语权,蔚来,加油!【视频转载自线条社,侵删】$蔚来(NIO)$
皇甫谦
2020-09-17
写得真好!牛逼!
@李永浩:PE这个指标,99%的人都没理解到位
皇甫谦
2020-09-16
说出了我心中憋了许久的话[强]
@李永浩:你喝过几碗价值投资的“毒鸡汤”
去老虎APP查看更多动态
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一、看山是山—持续40倍PE的腾讯控股 如果你回头看,没觉得过去的自己是傻X的话,那大概率你没什么成长。 2009年7月的某天,我和一群朝气蓬勃的全国选拔来的学生们,坐在深圳南山的飞亚达大厦,听Dowson(汤道生)给我们讲腾讯的发展史和愿景。 由于时间过去太久,他说的啥我全忘了,只记得他浓郁的香港口音,以及有关腾讯股票的2句话: “我们腾讯的股票呢,一直都在40多倍PE左右,这代表着资本市场对我们一直高度认可。现在的股价是120块,未来能不能突破150块,突破200块,就靠大家一起努力了~~” 我之所以对这两句话记得那么清楚,是因为他说的,当时的我,完完全全不认同。 “40倍PE?这么贵?泡沫太大了,赶紧卖出啊!” 之所以有这个想法,起源于2008年的8月的某天,我看CCTV 2,说股市暴跌。当时懵懂的我像被电击了一样,想起了以前玩通关N遍的《大富翁4》,默念了一句, “股市暴跌,不是应该买入吗?” 当天下午就去书店买了2本书,一本是股市入门书籍,全是基础知识,介绍涨停、跌停、ST这些概念,一本是类似于《左手巴菲特右手索罗斯》之类的书,名字我都忘了。 看完那两本书,我就下载了大智慧行情软件,然后看着满屏红红绿绿代码和K线,如痴如醉。那个暑假,我爸妈都很纳闷,为什么我不出去打篮球也不出去找女友了? 他们看我伏案阅读,以为我在读金瓶梅,结果我在读巴菲特的投资之道; 他们看我紧盯屏幕,以为我在看苍井空,结果我在翻獐子岛的财务数据。 暑假结束,女朋友跟我提出了分手,我很伤心,但很快这种难过就被每天红红绿绿跳动的K线挤走了,我找到了陪伴我更久的东西—股票。离家之前,我跟我爸说,“给我点钱,","listText":"序:昨天我被拉到一个群,被提问关于地产PE的问题,我待了没多久就退了,退了之后在**被质疑说天立教育PE已经50倍,今天又看到大金链子在教云蒙关于PE的内涵,我也顺便凑个热闹,谈谈我理解的PE。 一、看山是山—持续40倍PE的腾讯控股 如果你回头看,没觉得过去的自己是傻X的话,那大概率你没什么成长。 2009年7月的某天,我和一群朝气蓬勃的全国选拔来的学生们,坐在深圳南山的飞亚达大厦,听Dowson(汤道生)给我们讲腾讯的发展史和愿景。 由于时间过去太久,他说的啥我全忘了,只记得他浓郁的香港口音,以及有关腾讯股票的2句话: 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2,说股市暴跌。当时懵懂的我像被电击了一样,想起了以前玩通关N遍的《大富翁4》,默念了一句, “股市暴跌,不是应该买入吗?” 当天下午就去书店买了2本书,一本是股市入门书籍,全是基础知识,介绍涨停、跌停、ST这些概念,一本是类似于《左手巴菲特右手索罗斯》之类的书,名字我都忘了。 看完那两本书,我就下载了大智慧行情软件,然后看着满屏红红绿绿代码和K线,如痴如醉。那个暑假,我爸妈都很纳闷,为什么我不出去打篮球也不出去找女友了? 他们看我伏案阅读,以为我在读金瓶梅,结果我在读巴菲特的投资之道; 他们看我紧盯屏幕,以为我在看苍井空,结果我在翻獐子岛的财务数据。 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","text":"说出了我心中憋了许久的话[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972204466","repostId":"972326838","repostType":1,"repost":{"id":972326838,"gmtCreate":1600104395608,"gmtModify":1724917489927,"author":{"id":"3558740752146406","authorId":"3558740752146406","name":"李永浩","avatar":"https://static.tigerbbs.com/30b5c10d6fbfe37d2cd9c52e76715eb1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558740752146406","authorIdStr":"3558740752146406"},"themes":[],"title":"你喝过几碗价值投资的“毒鸡汤”","htmlText":"恰如“小姐”不再特指妙龄少女,“老司机”不再仅仅夸赞驾驶技术,“价值投资”这四个字,我们曾奉为圭臬,如今也变了味。 曾有人网上问,“听闻你是做价值投资的,怎么也开始买蔚来汽车这种股票了? 我很真诚作答,“你先告诉我什么是价值投资,我再告诉你,我做的是不是你所谓的价值投资?” 后被冷嘲热讽,“呵呵,祝你好运。” 我又认真解释,“我认为所有的投资,都可以称为“价值投资”。你既然买入,肯定是认为他有价值,否则不会买。不管是10%反弹的价值,还是长期持有翻倍的价值,都是价值。如果没有明确定义,任何投资形式,在不同人的眼中,都可能被归为价值投资。所以先问你如何定义价值投资。” 不料那人回复,“没想到你逻辑这么混乱,脑子一团浆糊。”还没等我点开这哥们头像,看看是何方神圣,就已经被他拉黑了。 我感觉,自己受到了深深的侮辱。 我后来反复读了那段回复,看看表述是否有误,但觉得并无大碍。于是纳闷,为何连正视价值投资的勇气,和接受质疑的胸怀,都没有了?难道价值投资,就正确到不容置疑,不能接受一点点挑战? 事后想想,也怪不得这帮韭菜。世界已然如此浮躁,更别提每天跌宕起伏的资本市场了。 “速成”是在这众声喧哗的世界中,人们最喜闻乐见的方式。而简单粗暴的“语录式教学”,最易给人“洗脑”,让人有“速成”的心理体验,也最容易吸引眼球引发传播。 价值投资,本是“投资学”的一个分支,背后有详细的学术支撑,但为了迎合市场的“速成”需求,被简化成了各种通俗易懂、易于传播的语录,比如“别人恐惧我贪婪”。很多人都没搞明白,多大的范围算“别人”,多大的“恐惧”时,我应该贪婪,以及是不是我要把房子卖了,才称得上“贪婪”。 所有的东西都无法计量。 但只要你提出这样的质疑,总会有扛着“价值投资”大旗的人跳出来,神秘的告诉你,“道可道,非常道。投资不是一门技术,而是一门艺术。”然后站在道德制高点鄙视你,仿佛深山老林里的得道高僧","listText":"恰如“小姐”不再特指妙龄少女,“老司机”不再仅仅夸赞驾驶技术,“价值投资”这四个字,我们曾奉为圭臬,如今也变了味。 曾有人网上问,“听闻你是做价值投资的,怎么也开始买蔚来汽车这种股票了? 我很真诚作答,“你先告诉我什么是价值投资,我再告诉你,我做的是不是你所谓的价值投资?” 后被冷嘲热讽,“呵呵,祝你好运。” 我又认真解释,“我认为所有的投资,都可以称为“价值投资”。你既然买入,肯定是认为他有价值,否则不会买。不管是10%反弹的价值,还是长期持有翻倍的价值,都是价值。如果没有明确定义,任何投资形式,在不同人的眼中,都可能被归为价值投资。所以先问你如何定义价值投资。” 不料那人回复,“没想到你逻辑这么混乱,脑子一团浆糊。”还没等我点开这哥们头像,看看是何方神圣,就已经被他拉黑了。 我感觉,自己受到了深深的侮辱。 我后来反复读了那段回复,看看表述是否有误,但觉得并无大碍。于是纳闷,为何连正视价值投资的勇气,和接受质疑的胸怀,都没有了?难道价值投资,就正确到不容置疑,不能接受一点点挑战? 事后想想,也怪不得这帮韭菜。世界已然如此浮躁,更别提每天跌宕起伏的资本市场了。 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3参加“万人团”活动,团购价为25.18万元,而官方指导价为27.18万元,相当于每辆车补贴2万元。 一向以高大上自居的特斯拉,显然对显然对未经自己允许的拼团活动十分不满。 当天下午,特斯拉发表紧急声明: 未与拼多多就该团购活动有任何合作,未向拼多多提供过过任何生产车辆。如消费者因上述团购活动产生任何争议或权益受损,特斯拉不承担任何责任! 面对特斯拉的“义正言辞”,拼多多用十个字硬怼: 车辆是正品,补贴是真的。 于是,在拼多多的硬气背书下,5辆车迅速被拼友们抢走。后来,有些拼友已经提到了车,原本以为特斯拉钱到手了,也就不纠结了。 但,令人没想到几个星期后,事情迎来新变化。 8月14日,一名在拼多多上完成全部支付后的拼友,却发现被特斯拉取消了订单。 特斯拉交付专员称: 我司怀疑此订单为拼多多或其他商家以您的名义下单, 实际上构成向我司隐瞒真实下单信息, 涉嫌违反了特斯拉“禁止转卖”条款。 我司已经声明拼多多的该团购活动未经授权, 建议您投诉拼多多,并申请退款(总之钱收到了,也不发车[摊手])。 拼多多知道后,立即回应: 车主并没有违反特斯拉“禁止转卖”条款,是车主本人与特斯拉签了订购协议,全力支持消费者依法维权,并将积极落实车辆交付工作! 实在不行,建议用户退款重新去下单,全价买,完成后我们再直接打给用户2万块,并建议用户投诉特斯拉![捂脸] 于是,一场特斯拉与拼多多的撕币大战正式开打! 8月17日,特斯拉全球副总裁、大中华区负责人 朱晓彤 对全体员工做出严正指示: 此事件严重破坏了特斯拉的直营模式与价格体系!特斯拉没有庞大的公关部门和预算费,没有人能独善其身,官方的声音需要每个人去传播,每个人都得行动起来! 然而,第二天,媒体报道,在拼多多和宜买车的一套微操和指导之下,拼友已在昨天","listText":"7月21日,拼多多和“宜买车”推出了5辆特斯拉Model 3参加“万人团”活动,团购价为25.18万元,而官方指导价为27.18万元,相当于每辆车补贴2万元。 一向以高大上自居的特斯拉,显然对显然对未经自己允许的拼团活动十分不满。 当天下午,特斯拉发表紧急声明: 未与拼多多就该团购活动有任何合作,未向拼多多提供过过任何生产车辆。如消费者因上述团购活动产生任何争议或权益受损,特斯拉不承担任何责任! 面对特斯拉的“义正言辞”,拼多多用十个字硬怼: 车辆是正品,补贴是真的。 于是,在拼多多的硬气背书下,5辆车迅速被拼友们抢走。后来,有些拼友已经提到了车,原本以为特斯拉钱到手了,也就不纠结了。 但,令人没想到几个星期后,事情迎来新变化。 8月14日,一名在拼多多上完成全部支付后的拼友,却发现被特斯拉取消了订单。 特斯拉交付专员称: 我司怀疑此订单为拼多多或其他商家以您的名义下单, 实际上构成向我司隐瞒真实下单信息, 涉嫌违反了特斯拉“禁止转卖”条款。 我司已经声明拼多多的该团购活动未经授权, 建议您投诉拼多多,并申请退款(总之钱收到了,也不发车[摊手])。 拼多多知道后,立即回应: 车主并没有违反特斯拉“禁止转卖”条款,是车主本人与特斯拉签了订购协议,全力支持消费者依法维权,并将积极落实车辆交付工作! 实在不行,建议用户退款重新去下单,全价买,完成后我们再直接打给用户2万块,并建议用户投诉特斯拉![捂脸] 于是,一场特斯拉与拼多多的撕币大战正式开打! 8月17日,特斯拉全球副总裁、大中华区负责人 朱晓彤 对全体员工做出严正指示: 此事件严重破坏了特斯拉的直营模式与价格体系!特斯拉没有庞大的公关部门和预算费,没有人能独善其身,官方的声音需要每个人去传播,每个人都得行动起来! 然而,第二天,媒体报道,在拼多多和宜买车的一套微操和指导之下,拼友已在昨天","text":"7月21日,拼多多和“宜买车”推出了5辆特斯拉Model 3参加“万人团”活动,团购价为25.18万元,而官方指导价为27.18万元,相当于每辆车补贴2万元。 一向以高大上自居的特斯拉,显然对显然对未经自己允许的拼团活动十分不满。 当天下午,特斯拉发表紧急声明: 未与拼多多就该团购活动有任何合作,未向拼多多提供过过任何生产车辆。如消费者因上述团购活动产生任何争议或权益受损,特斯拉不承担任何责任! 面对特斯拉的“义正言辞”,拼多多用十个字硬怼: 车辆是正品,补贴是真的。 于是,在拼多多的硬气背书下,5辆车迅速被拼友们抢走。后来,有些拼友已经提到了车,原本以为特斯拉钱到手了,也就不纠结了。 但,令人没想到几个星期后,事情迎来新变化。 8月14日,一名在拼多多上完成全部支付后的拼友,却发现被特斯拉取消了订单。 特斯拉交付专员称: 我司怀疑此订单为拼多多或其他商家以您的名义下单, 实际上构成向我司隐瞒真实下单信息, 涉嫌违反了特斯拉“禁止转卖”条款。 我司已经声明拼多多的该团购活动未经授权, 建议您投诉拼多多,并申请退款(总之钱收到了,也不发车[摊手])。 拼多多知道后,立即回应: 车主并没有违反特斯拉“禁止转卖”条款,是车主本人与特斯拉签了订购协议,全力支持消费者依法维权,并将积极落实车辆交付工作! 实在不行,建议用户退款重新去下单,全价买,完成后我们再直接打给用户2万块,并建议用户投诉特斯拉![捂脸] 于是,一场特斯拉与拼多多的撕币大战正式开打! 8月17日,特斯拉全球副总裁、大中华区负责人 朱晓彤 对全体员工做出严正指示: 此事件严重破坏了特斯拉的直营模式与价格体系!特斯拉没有庞大的公关部门和预算费,没有人能独善其身,官方的声音需要每个人去传播,每个人都得行动起来! 然而,第二天,媒体报道,在拼多多和宜买车的一套微操和指导之下,拼友已在昨天","images":[{"img":"https://static.tigerbbs.com/5144d836e268ae2e076d6c8f75208f2e","width":"664","height":"510"},{"img":"https://static.tigerbbs.com/54fae9a4e904aba4ce7c8b9991554d67","width":"384","height":"322"},{"img":"https://static.tigerbbs.com/03be47f01f4ddd860bf4beefa47e18d5","width":"580","height":"651"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970276231","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1017,"gmtBegin":1597820596065,"gmtEnd":1598857391449,"type":1,"upper":1,"title":"特斯拉与拼多多,你支持谁?","choices":[{"id":3914,"sort":1,"name":"支持拼多多,为用户着想!","userSize":127,"voted":false},{"id":3915,"sort":2,"name":"支持特斯拉,逼格不能丢!","userSize":127,"voted":false}]},"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}