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- 洪立傥洪立傥
  ·2017-10-19
  为什么我选择做空趣店
  $趣店(QD)$蚂蚁金服的估值大概700亿美金以上。蚂蚁是趣店第五大股东，而且趣店大部分业务都是傍着支付宝的流量，充其量就是支付宝校园生活平台的一个代理商罢了。一个代理商能值百亿美金？ r u kidding me ？蚂蚁金服哪个大业务随便单独拎出来不比100亿美金大？而且这家公司目前处于转型期，很多营业收入都来源于一两年前的学生贷款的利息加本金。刚好有支付宝的大流量接盘把故事圆回来了。我们深度接触过趣店的高层，一部分员工是支付宝挪过去的，财务上趣店给蚂蚁金服降低了部分成本。所以处于转型期的趣店不可能值这么多钱，除非市值跌破70亿美金是可以考虑入手的。就目前而言不值得。 #趣店做多or做空#
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