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syrinx
2023-05-25
厉害了呀 [微笑]
syrinx
2023-02-21
有个问题,如果按照你的观点,京东做补贴也不会改变什么,为什么今天盘前拼多多也跌了6%以上呢。 如果进一步假设是市场认为价格战会拉低行业的利润率,那这么简单的道理一路从亏损厮杀出来的电商巨头们难道会不知道吗 。 补贴可能只是一个要为消费者创造更大价值的开始,后面会在什么具体品类和行业上有差异化现在判断都为时过早。感觉在目前的局势下,有动作比没动作强。
抱歉,原内容已删除
syrinx
2021-10-28
额。。。 滴滴的政策面风险还不明确 现在确实可能被低估 但是滴滴没有像王兴这样的商业判断力在大佬里面也很独特的高管呀 受管理层影响 美团是学习型组织 核心员工都非常爱学习希望思维和能力上都很卓越 这不是每个互联网公司都可以做到的呢
抱歉,原内容已删除
syrinx
2021-10-27
$DoubleVerify Holdings, Inc.(DV)$
哇 之前搜集广告行业报告看到这家公司 对公司信息做了简单整理 公司的愿景是提高广告生态的透明度和有效性 客户是广告主 产品是数字化测量和分析工具 这次看到snap和facebook财报均提到广告定位和有效性问题会对向广告主定价带来负面影响 感觉第三方监测分析平台更容易得到广告主信任 这个领域有成长空间 果断买入 两天时间涨了7% 开心 继续好好做功课
syrinx
2020-11-03
理想汽车 上市第一天就买了这只股票,财务模型比蔚来和小鹏都好,加上CEO在圈内的经历,一度非常看好,谁料到断轴事故频发,从24快跌下来以后一直增长乏力了,昨天出了认错新闻后,10月的交付量环比只是微增,股价一下子给力了起来,看来只要有正面的态度和解决方案,资本市场还是买账的
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[微笑] ","listText":"厉害了呀 [微笑] ","text":"厉害了呀 [微笑]","images":[{"img":"https://static.tigerbbs.com/720d1d9d267df5a82b9c5db5440c76ab","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655908045","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":624990806,"gmtCreate":1676982366706,"gmtModify":1676983025583,"author":{"id":"3559266088782235","authorId":"3559266088782235","authorIdStr":"3559266088782235","name":"syrinx","avatar":"https://static.tigerbbs.com/28dd8502458998d338c8899062f953fb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有个问题,如果按照你的观点,京东做补贴也不会改变什么,为什么今天盘前拼多多也跌了6%以上呢。 如果进一步假设是市场认为价格战会拉低行业的利润率,那这么简单的道理一路从亏损厮杀出来的电商巨头们难道会不知道吗 。 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滴滴的政策面风险还不明确 现在确实可能被低估 但是滴滴没有像王兴这样的商业判断力在大佬里面也很独特的高管呀 受管理层影响 美团是学习型组织 核心员工都非常爱学习希望思维和能力上都很卓越 这不是每个互联网公司都可以做到的呢 ","listText":"额。。。 滴滴的政策面风险还不明确 现在确实可能被低估 但是滴滴没有像王兴这样的商业判断力在大佬里面也很独特的高管呀 受管理层影响 美团是学习型组织 核心员工都非常爱学习希望思维和能力上都很卓越 这不是每个互联网公司都可以做到的呢 ","text":"额。。。 滴滴的政策面风险还不明确 现在确实可能被低估 但是滴滴没有像王兴这样的商业判断力在大佬里面也很独特的高管呀 受管理层影响 美团是学习型组织 核心员工都非常爱学习希望思维和能力上都很卓越 这不是每个互联网公司都可以做到的呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854197272","repostId":"1168702287","repostType":4,"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559266088782235","authorId":"3559266088782235","authorIdStr":"3559266088782235","name":"syrinx","avatar":"https://static.tigerbbs.com/28dd8502458998d338c8899062f953fb","crmLevel":2,"crmLevelSwitch":0},"content":"补充一下 王兴的商业认知能力和员工基于分析思维建立起来的可闭环的执行力 广受圈内及行业分析师认可 这才是美团后来股价走势惊人的原因 因为这样的企业家和企业文化比较稀缺","text":"补充一下 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