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- Norman_111Norman_111
  ·2020-09-25
  $蔚来(NIO)$蔚来落在家门口了
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- Norman_111Norman_111
  ·2020-09-04
  $Docusign(DOCU)$超跌了，好想补点可以没钱了
  1,401 评论
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- Norman_111Norman_111
  ·2020-09-03
  财报的一点看法
  $跟谁学(GSX)$ 跟谁学财报, 2020前半年的话, 6个月的时间里整体的营收417,247 KUSD, 换算成人民币差不多2.85亿, 他们网站上的课程差不多一个在3600-6000元附近, 按照5000算平均好了, 差不多57万用户(不考虑复购的情况下). 一年的话, 简单*2就是114万用户. 按照他们现在的估值, PB达到了90, PE也差不多400多, 如果假设稳定运营了, PE能被消化到20, 那么就是说earning还要翻20倍, 如果他们的基础设施(比如运营硬件等完全不用增加费用, 新增用户完全可以使用已有的设备等不需额外运营成本), 那么是不是说一年的用户要达到 114万*20=2000多万? 如果考虑复购等因素, 那也需要有个1000万以上的稳定用户了. 感觉财报的数据没问题的情况下, 这个估值是不是有点过高了?
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  财报的一点看法
- Norman_111Norman_111
  ·2020-09-03
  $跟谁学(GSX)$ $老虎证券(TIGR)$ 下来吧, 别装了
  1,072 评论
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- Norman_111Norman_111
  ·2020-05-20
  $瑞幸咖啡(LK)$ 如果大部分都做空, 空头有被挤兑的风险吗??
  2,061 1
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- Norman_111Norman_111
  ·2020-05-07
  $Beyond Meat, Inc.(BYND)$ 泰森那边有那么多感染新冠, 应该是这个原因导致人造肉涨的吗
  1,655 2
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一年的话, 简单*2就是114万用户. 按照他们现在的估值, PB达到了90, PE也差不多400多, 如果假设稳定运营了, PE能被消化到20, 那么就是说earning还要翻20倍, 如果他们的基础设施(比如运营硬件等完全不用增加费用, 新增用户完全可以使用已有的设备等不需额外运营成本), 那么是不是说一年的用户要达到 114万*20=2000多万? 如果考虑复购等因素, 那也需要有个1000万以上的稳定用户了. 感觉财报的数据没问题的情况下, 这个估值是不是有点过高了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 跟谁学财报, 2020前半年的话, 6个月的时间里整体的营收417,247 KUSD, 换算成人民币差不多2.85亿, 他们网站上的课程差不多一个在3600-6000元附近, 按照5000算平均好了, 差不多57万用户(不考虑复购的情况下). 一年的话, 简单*2就是114万用户. 按照他们现在的估值, PB达到了90, PE也差不多400多, 如果假设稳定运营了, PE能被消化到20, 那么就是说earning还要翻20倍, 如果他们的基础设施(比如运营硬件等完全不用增加费用, 新增用户完全可以使用已有的设备等不需额外运营成本), 那么是不是说一年的用户要达到 114万*20=2000多万? 如果考虑复购等因素, 那也需要有个1000万以上的稳定用户了. 感觉财报的数据没问题的情况下, 这个估值是不是有点过高了?","text":"$跟谁学(GSX)$ 跟谁学财报, 2020前半年的话, 6个月的时间里整体的营收417,247 KUSD, 换算成人民币差不多2.85亿, 他们网站上的课程差不多一个在3600-6000元附近, 按照5000算平均好了, 差不多57万用户(不考虑复购的情况下). 一年的话, 简单*2就是114万用户. 按照他们现在的估值, PB达到了90, PE也差不多400多, 如果假设稳定运营了, PE能被消化到20, 那么就是说earning还要翻20倍, 如果他们的基础设施(比如运营硬件等完全不用增加费用, 新增用户完全可以使用已有的设备等不需额外运营成本), 那么是不是说一年的用户要达到 114万*20=2000多万? 如果考虑复购等因素, 那也需要有个1000万以上的稳定用户了. 感觉财报的数据没问题的情况下, 这个估值是不是有点过高了?","images":[{"img":"https://static.tigerbbs.com/385bf78d704e8dab7bda856ca6997a2c","width":"1684","height":"536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/978369701","isVote":1,"tweetType":1,"viewCount":10336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534047181834607","authorId":"3534047181834607","name":"陈先生呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"猿辅导估值130亿美金，你看看他的财务数据再来看跟谁学 [捂脸]，会有所发现","text":"猿辅导估值130亿美金，你看看他的财务数据再来看跟谁学 [捂脸]，会有所发现","html":"猿辅导估值130亿美金，你看看他的财务数据再来看跟谁学 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