+关注
诸葛孔黑
暂无个人介绍
IP属地:未知
25
关注
83
粉丝
4
主题
0
勋章
主贴
热门
诸葛孔黑
2021-11-18
$Sono Group N.V.(SEV)$
炒股史上第一只翻倍股
诸葛孔黑
2021-11-20
美股医疗器械企业容易出十年期的超级长牛股,谢谢分享
@观察者Alexander:关注医美器械InMode(INMD)
诸葛孔黑
2021-01-15
Playtika耗子尾汁
抱歉,原内容已删除
诸葛孔黑
2021-11-18
$Dicerna Pharmaceuticals, Inc.(DRNA)$
要爆涨!!![财迷] [财迷] [财迷]
诸葛孔黑
2021-11-19
码住,留着再看
@大师兄玩量化和对冲:$纳指三倍做多ETF(TQQQ)$ @SQQQ HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3553546916176915,"uuid":"3553546916176915","gmtCreate":1590452893531,"gmtModify":1610711963556,"name":"诸葛孔黑","pinyin":"zgkhzhugekonghei","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":83,"headSize":25,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.92%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":876481485,"gmtCreate":1637339426547,"gmtModify":1637339426547,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美股医疗器械企业容易出十年期的超级长牛股,谢谢分享","listText":"美股医疗器械企业容易出十年期的超级长牛股,谢谢分享","text":"美股医疗器械企业容易出十年期的超级长牛股,谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876481485","repostId":"846208892","repostType":1,"repost":{"id":846208892,"gmtCreate":1636082712312,"gmtModify":1709707199248,"author":{"id":"3485347777643873","authorId":"3485347777643873","name":"观察者Alexander","avatar":"https://static.tigerbbs.com/714e0dba173e76fd20ad7593775bab1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"关注医美器械InMode(INMD)","htmlText":"InMode(INMD) 美股医疗器械企业也容易出十年期的超级长牛股, 德康医疗(DXCM)5年已经涨了10倍不止,且增长仍然迅速。 做医美器械的InMode也已经是一个牛股,有机会持续长牛。核心点如下: (1)好赛道,极品好生意:医美紧肤除脂仪器+耗材,跟热玛吉类似(朋友圈都可以搜到不少了它的中文品牌盈美特InMode了),85%的毛利,45%的净利率,40-50%的ROE; (2)高复购:购买这个仪器的医生大约6个月可以回本,64%的医生1年半之内会复购; (3)持续高速成长:历年保持50-100%的增速(严格来说,公司是疫情受损的。2020年疫情增长33%,2021年预计75%增速,拍脑袋2022年预计仍然能保持50%以上的高速成长);管理层靠谱,每次给出的指引都很保守,每年超额完成; (4)平台型企业,估值仍合理偏低:目前71.6亿市值,对应明年30PE,而且空间仍大(根据地美国,仍然能够同比40%以上的增长,同时在欧洲,中国扩张,以及其他新品类,眼科及妇科品类的推出,在研超过15个pipeline);4季度是旺季,会超出业绩指引。 核心数据如下: 公司的风险在于: (1)设备模式,耗材目前占比低,这是之前被质疑的点,高速成长期是好事,需要观察什么时候退出高速成长期; (2)新品进度,妇科新品Empower是公司15个管线中的第一个新品,今年8月开始商业化,现在还在教育医生阶段,Empower的商业化进度会极大程度决定公司的平台属性与否,会使得公司从单产品公司估值转向平台型企业。 注:本文为个人投资研究记录,不做买卖建议。 <a href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a href=\"https://laohu8.com/S/DXCM\">$德康医疗(DXCM)$</a>","listText":"InMode(INMD) 美股医疗器械企业也容易出十年期的超级长牛股, 德康医疗(DXCM)5年已经涨了10倍不止,且增长仍然迅速。 做医美器械的InMode也已经是一个牛股,有机会持续长牛。核心点如下: (1)好赛道,极品好生意:医美紧肤除脂仪器+耗材,跟热玛吉类似(朋友圈都可以搜到不少了它的中文品牌盈美特InMode了),85%的毛利,45%的净利率,40-50%的ROE; (2)高复购:购买这个仪器的医生大约6个月可以回本,64%的医生1年半之内会复购; (3)持续高速成长:历年保持50-100%的增速(严格来说,公司是疫情受损的。2020年疫情增长33%,2021年预计75%增速,拍脑袋2022年预计仍然能保持50%以上的高速成长);管理层靠谱,每次给出的指引都很保守,每年超额完成; (4)平台型企业,估值仍合理偏低:目前71.6亿市值,对应明年30PE,而且空间仍大(根据地美国,仍然能够同比40%以上的增长,同时在欧洲,中国扩张,以及其他新品类,眼科及妇科品类的推出,在研超过15个pipeline);4季度是旺季,会超出业绩指引。 核心数据如下: 公司的风险在于: (1)设备模式,耗材目前占比低,这是之前被质疑的点,高速成长期是好事,需要观察什么时候退出高速成长期; (2)新品进度,妇科新品Empower是公司15个管线中的第一个新品,今年8月开始商业化,现在还在教育医生阶段,Empower的商业化进度会极大程度决定公司的平台属性与否,会使得公司从单产品公司估值转向平台型企业。 注:本文为个人投资研究记录,不做买卖建议。 <a href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a href=\"https://laohu8.com/S/DXCM\">$德康医疗(DXCM)$</a>","text":"InMode(INMD) 美股医疗器械企业也容易出十年期的超级长牛股, 德康医疗(DXCM)5年已经涨了10倍不止,且增长仍然迅速。 做医美器械的InMode也已经是一个牛股,有机会持续长牛。核心点如下: (1)好赛道,极品好生意:医美紧肤除脂仪器+耗材,跟热玛吉类似(朋友圈都可以搜到不少了它的中文品牌盈美特InMode了),85%的毛利,45%的净利率,40-50%的ROE; (2)高复购:购买这个仪器的医生大约6个月可以回本,64%的医生1年半之内会复购; (3)持续高速成长:历年保持50-100%的增速(严格来说,公司是疫情受损的。2020年疫情增长33%,2021年预计75%增速,拍脑袋2022年预计仍然能保持50%以上的高速成长);管理层靠谱,每次给出的指引都很保守,每年超额完成; (4)平台型企业,估值仍合理偏低:目前71.6亿市值,对应明年30PE,而且空间仍大(根据地美国,仍然能够同比40%以上的增长,同时在欧洲,中国扩张,以及其他新品类,眼科及妇科品类的推出,在研超过15个pipeline);4季度是旺季,会超出业绩指引。 核心数据如下: 公司的风险在于: (1)设备模式,耗材目前占比低,这是之前被质疑的点,高速成长期是好事,需要观察什么时候退出高速成长期; (2)新品进度,妇科新品Empower是公司15个管线中的第一个新品,今年8月开始商业化,现在还在教育医生阶段,Empower的商业化进度会极大程度决定公司的平台属性与否,会使得公司从单产品公司估值转向平台型企业。 注:本文为个人投资研究记录,不做买卖建议。 $InMode Ltd.(INMD)$ $德康医疗(DXCM)$","images":[{"img":"https://static.tigerbbs.com/47e8915dd34c3fccd95989b145bd5b36","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846208892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876434473,"gmtCreate":1637337455592,"gmtModify":1637337455592,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"码住,留着再看","listText":"码住,留着再看","text":"码住,留着再看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876434473","repostId":"878039853","repostType":1,"repost":{"id":878039853,"gmtCreate":1637121004421,"gmtModify":1637193380727,"author":{"id":"4100174551005550","authorId":"4100174551005550","name":"大师兄玩量化和对冲","avatar":"https://static.tigerbbs.com/178e4e10c40b97f1a3d41e212d5618c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TQQQ损耗问题详解:稳赢策略暗藏其中","htmlText":"\n \n \n <a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3582849658818614\">@SQQQ</a> HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3582849658818614\">@SQQQ</a> HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄","text":"$纳指三倍做多ETF(TQQQ)$ @SQQQ HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄","images":[{"img":"https://static.tigerbbs.com/2fe1ab78543d2d1936bead1745fadc9b","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878039853","isVote":1,"tweetType":2,"object":{"id":"7ec8238abfe847c0bf80186371d2b4e2","tweetId":"878039853","videoUrl":"https://1254107296.vod2.myqcloud.com/8ce1ee17vodca1254107296/0961059b387702291288579143/4z0tg7MYT2EA.mp4","poster":"https://static.tigerbbs.com/2fe1ab78543d2d1936bead1745fadc9b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878742160,"gmtCreate":1637238461820,"gmtModify":1637238461820,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DRNA\">$Dicerna Pharmaceuticals, Inc.(DRNA)$</a>要爆涨!!![财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/DRNA\">$Dicerna Pharmaceuticals, Inc.(DRNA)$</a>要爆涨!!![财迷] [财迷] [财迷] ","text":"$Dicerna Pharmaceuticals, Inc.(DRNA)$要爆涨!!![财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/6db61ca552b93465c3052b415abc5786","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878742160","isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878217207,"gmtCreate":1637197115732,"gmtModify":1637200150626,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>炒股史上第一只翻倍股","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>炒股史上第一只翻倍股","text":"$Sono Group N.V.(SEV)$炒股史上第一只翻倍股","images":[{"img":"https://static.tigerbbs.com/479a1baac699570485e3b142b84de724","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1583,"commentSize":175,"repostSize":28,"link":"https://laohu8.com/post/878217207","isVote":1,"tweetType":1,"viewCount":25680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098815682590250","authorId":"4098815682590250","name":"畅享未来吧","avatar":"https://static.tigerbbs.com/c2e62981e56cc96e8f220aaf6eeaa2f8","crmLevel":1,"crmLevelSwitch":0},"content":"楼主怎么抢到的 我怎么就抢不到啊 拿着手机干等着啥也没抢到","text":"楼主怎么抢到的 我怎么就抢不到啊 拿着手机干等着啥也没抢到","html":"楼主怎么抢到的 我怎么就抢不到啊 拿着手机干等着啥也没抢到"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":334349817,"gmtCreate":1610711427839,"gmtModify":1703746452949,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Playtika耗子尾汁","listText":"Playtika耗子尾汁","text":"Playtika耗子尾汁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334349817","repostId":"1101212037","repostType":4,"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":878217207,"gmtCreate":1637197115732,"gmtModify":1637200150626,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>炒股史上第一只翻倍股","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>炒股史上第一只翻倍股","text":"$Sono Group N.V.(SEV)$炒股史上第一只翻倍股","images":[{"img":"https://static.tigerbbs.com/479a1baac699570485e3b142b84de724","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1583,"commentSize":175,"repostSize":28,"link":"https://laohu8.com/post/878217207","isVote":1,"tweetType":1,"viewCount":25680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098815682590250","authorId":"4098815682590250","name":"畅享未来吧","avatar":"https://static.tigerbbs.com/c2e62981e56cc96e8f220aaf6eeaa2f8","crmLevel":1,"crmLevelSwitch":0},"content":"楼主怎么抢到的 我怎么就抢不到啊 拿着手机干等着啥也没抢到","text":"楼主怎么抢到的 我怎么就抢不到啊 拿着手机干等着啥也没抢到","html":"楼主怎么抢到的 我怎么就抢不到啊 拿着手机干等着啥也没抢到"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876481485,"gmtCreate":1637339426547,"gmtModify":1637339426547,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美股医疗器械企业容易出十年期的超级长牛股,谢谢分享","listText":"美股医疗器械企业容易出十年期的超级长牛股,谢谢分享","text":"美股医疗器械企业容易出十年期的超级长牛股,谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876481485","repostId":"846208892","repostType":1,"repost":{"id":846208892,"gmtCreate":1636082712312,"gmtModify":1709707199248,"author":{"id":"3485347777643873","authorId":"3485347777643873","name":"观察者Alexander","avatar":"https://static.tigerbbs.com/714e0dba173e76fd20ad7593775bab1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"关注医美器械InMode(INMD)","htmlText":"InMode(INMD) 美股医疗器械企业也容易出十年期的超级长牛股, 德康医疗(DXCM)5年已经涨了10倍不止,且增长仍然迅速。 做医美器械的InMode也已经是一个牛股,有机会持续长牛。核心点如下: (1)好赛道,极品好生意:医美紧肤除脂仪器+耗材,跟热玛吉类似(朋友圈都可以搜到不少了它的中文品牌盈美特InMode了),85%的毛利,45%的净利率,40-50%的ROE; (2)高复购:购买这个仪器的医生大约6个月可以回本,64%的医生1年半之内会复购; (3)持续高速成长:历年保持50-100%的增速(严格来说,公司是疫情受损的。2020年疫情增长33%,2021年预计75%增速,拍脑袋2022年预计仍然能保持50%以上的高速成长);管理层靠谱,每次给出的指引都很保守,每年超额完成; (4)平台型企业,估值仍合理偏低:目前71.6亿市值,对应明年30PE,而且空间仍大(根据地美国,仍然能够同比40%以上的增长,同时在欧洲,中国扩张,以及其他新品类,眼科及妇科品类的推出,在研超过15个pipeline);4季度是旺季,会超出业绩指引。 核心数据如下: 公司的风险在于: (1)设备模式,耗材目前占比低,这是之前被质疑的点,高速成长期是好事,需要观察什么时候退出高速成长期; (2)新品进度,妇科新品Empower是公司15个管线中的第一个新品,今年8月开始商业化,现在还在教育医生阶段,Empower的商业化进度会极大程度决定公司的平台属性与否,会使得公司从单产品公司估值转向平台型企业。 注:本文为个人投资研究记录,不做买卖建议。 <a href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a href=\"https://laohu8.com/S/DXCM\">$德康医疗(DXCM)$</a>","listText":"InMode(INMD) 美股医疗器械企业也容易出十年期的超级长牛股, 德康医疗(DXCM)5年已经涨了10倍不止,且增长仍然迅速。 做医美器械的InMode也已经是一个牛股,有机会持续长牛。核心点如下: (1)好赛道,极品好生意:医美紧肤除脂仪器+耗材,跟热玛吉类似(朋友圈都可以搜到不少了它的中文品牌盈美特InMode了),85%的毛利,45%的净利率,40-50%的ROE; (2)高复购:购买这个仪器的医生大约6个月可以回本,64%的医生1年半之内会复购; (3)持续高速成长:历年保持50-100%的增速(严格来说,公司是疫情受损的。2020年疫情增长33%,2021年预计75%增速,拍脑袋2022年预计仍然能保持50%以上的高速成长);管理层靠谱,每次给出的指引都很保守,每年超额完成; (4)平台型企业,估值仍合理偏低:目前71.6亿市值,对应明年30PE,而且空间仍大(根据地美国,仍然能够同比40%以上的增长,同时在欧洲,中国扩张,以及其他新品类,眼科及妇科品类的推出,在研超过15个pipeline);4季度是旺季,会超出业绩指引。 核心数据如下: 公司的风险在于: (1)设备模式,耗材目前占比低,这是之前被质疑的点,高速成长期是好事,需要观察什么时候退出高速成长期; (2)新品进度,妇科新品Empower是公司15个管线中的第一个新品,今年8月开始商业化,现在还在教育医生阶段,Empower的商业化进度会极大程度决定公司的平台属性与否,会使得公司从单产品公司估值转向平台型企业。 注:本文为个人投资研究记录,不做买卖建议。 <a href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a href=\"https://laohu8.com/S/DXCM\">$德康医疗(DXCM)$</a>","text":"InMode(INMD) 美股医疗器械企业也容易出十年期的超级长牛股, 德康医疗(DXCM)5年已经涨了10倍不止,且增长仍然迅速。 做医美器械的InMode也已经是一个牛股,有机会持续长牛。核心点如下: (1)好赛道,极品好生意:医美紧肤除脂仪器+耗材,跟热玛吉类似(朋友圈都可以搜到不少了它的中文品牌盈美特InMode了),85%的毛利,45%的净利率,40-50%的ROE; (2)高复购:购买这个仪器的医生大约6个月可以回本,64%的医生1年半之内会复购; (3)持续高速成长:历年保持50-100%的增速(严格来说,公司是疫情受损的。2020年疫情增长33%,2021年预计75%增速,拍脑袋2022年预计仍然能保持50%以上的高速成长);管理层靠谱,每次给出的指引都很保守,每年超额完成; (4)平台型企业,估值仍合理偏低:目前71.6亿市值,对应明年30PE,而且空间仍大(根据地美国,仍然能够同比40%以上的增长,同时在欧洲,中国扩张,以及其他新品类,眼科及妇科品类的推出,在研超过15个pipeline);4季度是旺季,会超出业绩指引。 核心数据如下: 公司的风险在于: (1)设备模式,耗材目前占比低,这是之前被质疑的点,高速成长期是好事,需要观察什么时候退出高速成长期; (2)新品进度,妇科新品Empower是公司15个管线中的第一个新品,今年8月开始商业化,现在还在教育医生阶段,Empower的商业化进度会极大程度决定公司的平台属性与否,会使得公司从单产品公司估值转向平台型企业。 注:本文为个人投资研究记录,不做买卖建议。 $InMode Ltd.(INMD)$ $德康医疗(DXCM)$","images":[{"img":"https://static.tigerbbs.com/47e8915dd34c3fccd95989b145bd5b36","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846208892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334349817,"gmtCreate":1610711427839,"gmtModify":1703746452949,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Playtika耗子尾汁","listText":"Playtika耗子尾汁","text":"Playtika耗子尾汁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334349817","repostId":"1101212037","repostType":4,"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878742160,"gmtCreate":1637238461820,"gmtModify":1637238461820,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DRNA\">$Dicerna Pharmaceuticals, Inc.(DRNA)$</a>要爆涨!!![财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/DRNA\">$Dicerna Pharmaceuticals, Inc.(DRNA)$</a>要爆涨!!![财迷] [财迷] [财迷] ","text":"$Dicerna Pharmaceuticals, Inc.(DRNA)$要爆涨!!![财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/6db61ca552b93465c3052b415abc5786","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878742160","isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876434473,"gmtCreate":1637337455592,"gmtModify":1637337455592,"author":{"id":"3553546916176915","authorId":"3553546916176915","name":"诸葛孔黑","avatar":"https://static.tigerbbs.com/969c0d3c05892766b8912c31d50ee6df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"码住,留着再看","listText":"码住,留着再看","text":"码住,留着再看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876434473","repostId":"878039853","repostType":1,"repost":{"id":878039853,"gmtCreate":1637121004421,"gmtModify":1637193380727,"author":{"id":"4100174551005550","authorId":"4100174551005550","name":"大师兄玩量化和对冲","avatar":"https://static.tigerbbs.com/178e4e10c40b97f1a3d41e212d5618c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TQQQ损耗问题详解:稳赢策略暗藏其中","htmlText":"\n \n \n <a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3582849658818614\">@SQQQ</a> HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3582849658818614\">@SQQQ</a> HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄","text":"$纳指三倍做多ETF(TQQQ)$ @SQQQ HI,各位tiger社区的小伙伴们大家好呀,其实早就想来tiger社区发点视频,和大家分享一下过去一年左右时间和100多个认真的笔记成员做对冲量化交易的心得和统计数据了,但是奈何确实太忙,就一直拖到了现在。话不多说,既然是第一次来,直接分享我们的交易策略和理论核心部分【1小时干货视频,没半点水花】,感兴趣的同学不要错过哦,我保证我们的操作方式和思路一定是你玩股票以来发现的第三个新世界。祝大家都能稳赢大师兄","images":[{"img":"https://static.tigerbbs.com/2fe1ab78543d2d1936bead1745fadc9b","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878039853","isVote":1,"tweetType":2,"object":{"id":"7ec8238abfe847c0bf80186371d2b4e2","tweetId":"878039853","videoUrl":"https://1254107296.vod2.myqcloud.com/8ce1ee17vodca1254107296/0961059b387702291288579143/4z0tg7MYT2EA.mp4","poster":"https://static.tigerbbs.com/2fe1ab78543d2d1936bead1745fadc9b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}