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认真的小韭菜

2021-07-23

$瑞幸咖啡(LKNCY)$瑞幸的20年财报，预计对比19年营收增长100%-150%，利润嘛估计大幅减亏。看好财报后估价18-20。

认真的小韭菜

2021-07-07

这篇文章不错，转发给大家看

@李永浩:瑞幸，危险又美丽

认真的小韭菜

2021-07-07

$瑞幸咖啡(LKNCY)$很快瑞幸发布2020年财报就会让很多人高攀不起了。

认真的小韭菜

2021-06-21

$知临集团(APM)$最近有大利好，今天晚上突破4

认真的小韭菜

2021-06-21

$Orphazyme A/S(ORPH)$真是垃圾啊。敢不敢涨到8以上

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>，我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间，复盘了瑞幸从诞生以来的发展历程，研究了几个关键人物，调研了6个不同能级的城市店面的运营情况，做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 但这公司“向下”的风险，还没摸清楚，所以一直不敢大手笔买，也不敢写文章分析，怕有人因为信任我而跟风买。前天瑞幸官方公布了个消息，股价就涨了20%，我怕万一涨上去了，我再发分析，有点跪舔和马后炮的味道。索性写出来，也算是为以后的投资复盘作依据。但仍要重点说明，该股票具有彻底清零的可能性，不建议抄作业。 过往我一直公开自己的分析和研究过程，只为记录逻辑并让更多人提出建议，错了就方便复盘和补全思维漏洞，对了就方便我吹牛逼留证据。然而，却被有些心怀恶意的人讽刺挖苦为“吹票割韭菜”，这确实给我造成了一些苦恼，好在我已经克服那些障碍了。我依旧会彪悍地、旗帜分明地表明立场，并开放地接受善意的批评、理性地探讨。所以，挺我的人别担心，损我的人别得意。 没时间看长文的，简述如下： 当品牌祛魅：过往高大上的洋品牌，已走下神坛，国产品牌已具备和他们扳手腕的实力； 当产品回归：星巴克是绝对的老大，当你花三十多块钱买咖啡的时候，很多是为他们的品牌和空间付费，但现在越来越多人是买了就走，咖啡回归产品属性； 当玩法升级：星巴克是传统的餐饮零售企业想要插上科技赋能的翅膀，而瑞幸天生就是带着科技翅膀的新零售。沃尔玛再厉害，也被亚马逊超越； 当浪子回头：每个横空出世的天才少年，都需要经过生活的捶打才能成长和成熟。造假、退市、内斗，瑞幸正在逐步走出低谷，精准营销、私域运营、产品升级，三板斧让瑞幸的单店模型彻底跑通； 当格局已定：线下流量的","text":"序 最近一个月，为了调研瑞幸$瑞幸咖啡(LKNCY)$，我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间，复盘了瑞幸从诞生以来的发展历程，研究了几个关键人物，调研了6个不同能级的城市店面的运营情况，做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>很快瑞幸发布2020年财报就会让很多人高攀不起了。","text":"$瑞幸咖啡(LKNCY)$很快瑞幸发布2020年财报就会让很多人高攀不起了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/140524317","isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557118224458329","authorId":"3557118224458329","name":"Abby杨","avatar":"https://static.tigerbbs.com/a8cd307c2343d910f4a02520b4701a59","crmLevel":6,"crmLevelSwitch":0,"idStr":"3557118224458329","authorIdStr":"3557118224458329"},"content":"不是已经发了吗","text":"不是已经发了吗","html":"不是已经发了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167759961,"gmtCreate":1624285710153,"gmtModify":1624285710153,"author":{"id":"3586567415020100","authorId":"3586567415020100","name":"认真的小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586567415020100","authorIdStr":"3586567415020100"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APM\">$知临集团(APM)$</a>最近有大利好，今天晚上突破4","listText":"<a href=\"https://laohu8.com/S/APM\">$知临集团(APM)$</a>最近有大利好，今天晚上突破4","text":"$知临集团(APM)$最近有大利好，今天晚上突破4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167759961","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167448379,"gmtCreate":1624283326591,"gmtModify":1624283779912,"author":{"id":"3586567415020100","authorId":"3586567415020100","name":"认真的小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586567415020100","authorIdStr":"3586567415020100"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>真是垃圾啊。敢不敢涨到8以上","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme 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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>，我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间，复盘了瑞幸从诞生以来的发展历程，研究了几个关键人物，调研了6个不同能级的城市店面的运营情况，做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 但这公司“向下”的风险，还没摸清楚，所以一直不敢大手笔买，也不敢写文章分析，怕有人因为信任我而跟风买。前天瑞幸官方公布了个消息，股价就涨了20%，我怕万一涨上去了，我再发分析，有点跪舔和马后炮的味道。索性写出来，也算是为以后的投资复盘作依据。但仍要重点说明，该股票具有彻底清零的可能性，不建议抄作业。 过往我一直公开自己的分析和研究过程，只为记录逻辑并让更多人提出建议，错了就方便复盘和补全思维漏洞，对了就方便我吹牛逼留证据。然而，却被有些心怀恶意的人讽刺挖苦为“吹票割韭菜”，这确实给我造成了一些苦恼，好在我已经克服那些障碍了。我依旧会彪悍地、旗帜分明地表明立场，并开放地接受善意的批评、理性地探讨。所以，挺我的人别担心，损我的人别得意。 没时间看长文的，简述如下： 当品牌祛魅：过往高大上的洋品牌，已走下神坛，国产品牌已具备和他们扳手腕的实力； 当产品回归：星巴克是绝对的老大，当你花三十多块钱买咖啡的时候，很多是为他们的品牌和空间付费，但现在越来越多人是买了就走，咖啡回归产品属性； 当玩法升级：星巴克是传统的餐饮零售企业想要插上科技赋能的翅膀，而瑞幸天生就是带着科技翅膀的新零售。沃尔玛再厉害，也被亚马逊超越； 当浪子回头：每个横空出世的天才少年，都需要经过生活的捶打才能成长和成熟。造假、退市、内斗，瑞幸正在逐步走出低谷，精准营销、私域运营、产品升级，三板斧让瑞幸的单店模型彻底跑通； 当格局已定：线下流量的","text":"序 最近一个月，为了调研瑞幸$瑞幸咖啡(LKNCY)$，我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间，复盘了瑞幸从诞生以来的发展历程，研究了几个关键人物，调研了6个不同能级的城市店面的运营情况，做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 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