孙贺的个人主页 - 老虎社区

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07-07

所谓巴菲特的情绪化市场先生理论

2024-03-21

$拼多多(PDD)$ 150美元一股的PDD仅仅是一个开端。我预测到150美元仅是时间问题，就看投资人觉醒的速度了，预估这个时点很快就到。

2020-03-19

CEO和董事会成员自愿半年不瓴薪资，还有其他一系列的举措节约成本，真是老板以身作则，团队精诚团结的典范。知道为何巴菲特老爷子喜欢DAL了吧。

抱歉，原内容已删除

2020-03-19

DAL这个情况，难道说发菲特老爷子也恐惧啦？我觉得老爷子今天该疯狂了，牛排都半价了，还不多买点。

2020-03-10

您这企业有基本面儿吗？

抱歉，原内容已删除

2020-01-30

看瑞幸何时盈利

抱歉，原内容已删除

2020-01-18

故事大王的故事可以没完没了，模式越多品类扩张的越快，管理就越跟不上，最终在每个领域都无法实现护城河。

@雷达财经:瑞幸咖啡股价翻倍市值破百亿美金烧钱烧出护城河？

去老虎APP查看更多动态

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烧钱烧出护城河？","htmlText":"雷达财经出品 文|长帆 编|沧海1月14日，瑞幸咖啡报收于45.80美元，总市值达110.07亿美元，较上市首日股价翻了1.69倍。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;瑞幸上市后股票涨幅然而，瑞幸咖啡股价上涨，并非来自公司盈利能力的改善。2018 年，公司净亏损 16 亿元，2019 年前三季度公司净亏损 17 亿元。事实上，瑞幸咖啡股价的大幅上涨也是近两个月的事情。2019年11月12日，瑞幸咖啡的市值尚不足50亿美元。瑞幸咖啡股价上涨的诱因是公司2019年三季报。公司去年前三季度营收15.4亿元，并给出了一个创造性的“概念”，实现单店层面盈利。事实上，公司Q3净亏损5.3亿元。自成立以来，瑞幸咖啡一直在不断讲述新故事。去年9月小鹿茶独立运作，今年1月8日，瑞幸咖啡在北京召开战略发布会，发布智能无人零售战略，推出无人咖啡机“瑞即购”。瑞幸不断烧钱能否烧出护城河？东兴证券给出了否定的答案。东兴证券认为，瑞幸咖啡的商业模式，并不存在突破某个临界点就可以战胜竞争对手，建立长期的护城河。瑞幸咖啡的烧钱故事还将持续。只是，瑞幸咖啡模式能一直获得投资者认可吗？烧出个咖啡帝国瑞幸咖啡自成立以来，一直靠“烧钱驱动”。自2017年成立至今，瑞幸咖啡一直处于亏损状态","listText":"雷达财经出品 文|长帆 编|沧海1月14日，瑞幸咖啡报收于45.80美元，总市值达110.07亿美元，较上市首日股价翻了1.69倍。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;瑞幸上市后股票涨幅然而，瑞幸咖啡股价上涨，并非来自公司盈利能力的改善。2018 年，公司净亏损 16 亿元，2019 年前三季度公司净亏损 17 亿元。事实上，瑞幸咖啡股价的大幅上涨也是近两个月的事情。2019年11月12日，瑞幸咖啡的市值尚不足50亿美元。瑞幸咖啡股价上涨的诱因是公司2019年三季报。公司去年前三季度营收15.4亿元，并给出了一个创造性的“概念”，实现单店层面盈利。事实上，公司Q3净亏损5.3亿元。自成立以来，瑞幸咖啡一直在不断讲述新故事。去年9月小鹿茶独立运作，今年1月8日，瑞幸咖啡在北京召开战略发布会，发布智能无人零售战略，推出无人咖啡机“瑞即购”。瑞幸不断烧钱能否烧出护城河？东兴证券给出了否定的答案。东兴证券认为，瑞幸咖啡的商业模式，并不存在突破某个临界点就可以战胜竞争对手，建立长期的护城河。瑞幸咖啡的烧钱故事还将持续。只是，瑞幸咖啡模式能一直获得投资者认可吗？烧出个咖啡帝国瑞幸咖啡自成立以来，一直靠“烧钱驱动”。自2017年成立至今，瑞幸咖啡一直处于亏损状态","text":"雷达财经出品 文|长帆 编|沧海1月14日，瑞幸咖啡报收于45.80美元，总市值达110.07亿美元，较上市首日股价翻了1.69倍。 瑞幸上市后股票涨幅然而，瑞幸咖啡股价上涨，并非来自公司盈利能力的改善。2018 年，公司净亏损 16 亿元，2019 年前三季度公司净亏损 17 亿元。事实上，瑞幸咖啡股价的大幅上涨也是近两个月的事情。2019年11月12日，瑞幸咖啡的市值尚不足50亿美元。瑞幸咖啡股价上涨的诱因是公司2019年三季报。公司去年前三季度营收15.4亿元，并给出了一个创造性的“概念”，实现单店层面盈利。事实上，公司Q3净亏损5.3亿元。自成立以来，瑞幸咖啡一直在不断讲述新故事。去年9月小鹿茶独立运作，今年1月8日，瑞幸咖啡在北京召开战略发布会，发布智能无人零售战略，推出无人咖啡机“瑞即购”。瑞幸不断烧钱能否烧出护城河？东兴证券给出了否定的答案。东兴证券认为，瑞幸咖啡的商业模式，并不存在突破某个临界点就可以战胜竞争对手，建立长期的护城河。瑞幸咖啡的烧钱故事还将持续。只是，瑞幸咖啡模式能一直获得投资者认可吗？烧出个咖啡帝国瑞幸咖啡自成立以来，一直靠“烧钱驱动”。自2017年成立至今，瑞幸咖啡一直处于亏损状态","images":[{"img":"https://static.tigerbbs.com/d5e0da3ddb686fc2c59c076eec993a0f","width":"640","height":"426"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/918718132","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3567,"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,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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":286686209290288,"gmtCreate":1711011841605,"gmtModify":1711011843013,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr":"3468270642914436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 150美元一股的PDD仅仅是一个开端。我预测到150美元仅是时间问题，就看投资人觉醒的速度了，预估这个时点很快就到。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 150美元一股的PDD仅仅是一个开端。我预测到150美元仅是时间问题，就看投资人觉醒的速度了，预估这个时点很快就到。","text":"$拼多多(PDD)$ 150美元一股的PDD仅仅是一个开端。我预测到150美元仅是时间问题，就看投资人觉醒的速度了，预估这个时点很快就到。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286686209290288","isVote":1,"tweetType":1,"viewCount":3424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916802805,"gmtCreate":1579278065907,"gmtModify":1704339582154,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr":"3468270642914436"},"themes":[],"htmlText":"故事大王的故事可以没完没了，模式越多品类扩张的越快，管理就越跟不上，最终在每个领域都无法实现护城河。","listText":"故事大王的故事可以没完没了，模式越多品类扩张的越快，管理就越跟不上，最终在每个领域都无法实现护城河。","text":"故事大王的故事可以没完没了，模式越多品类扩张的越快，管理就越跟不上，最终在每个领域都无法实现护城河。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/916802805","repostId":"918718132","repostType":1,"repost":{"id":918718132,"gmtCreate":1579105388426,"gmtModify":1704338972405,"author":{"id":"3534231210969182","authorId":"3534231210969182","name":"雷达财经","avatar":"https://static.tigerbbs.com/23f5ed78a62745bb3ebe4e27cd9e6fa1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534231210969182","authorIdStr":"3534231210969182"},"themes":[],"title":"瑞幸咖啡股价翻倍市值破百亿美金 烧钱烧出护城河？","htmlText":"雷达财经出品 文|长帆 编|沧海1月14日，瑞幸咖啡报收于45.80美元，总市值达110.07亿美元，较上市首日股价翻了1.69倍。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;瑞幸上市后股票涨幅然而，瑞幸咖啡股价上涨，并非来自公司盈利能力的改善。2018 年，公司净亏损 16 亿元，2019 年前三季度公司净亏损 17 亿元。事实上，瑞幸咖啡股价的大幅上涨也是近两个月的事情。2019年11月12日，瑞幸咖啡的市值尚不足50亿美元。瑞幸咖啡股价上涨的诱因是公司2019年三季报。公司去年前三季度营收15.4亿元，并给出了一个创造性的“概念”，实现单店层面盈利。事实上，公司Q3净亏损5.3亿元。自成立以来，瑞幸咖啡一直在不断讲述新故事。去年9月小鹿茶独立运作，今年1月8日，瑞幸咖啡在北京召开战略发布会，发布智能无人零售战略，推出无人咖啡机“瑞即购”。瑞幸不断烧钱能否烧出护城河？东兴证券给出了否定的答案。东兴证券认为，瑞幸咖啡的商业模式，并不存在突破某个临界点就可以战胜竞争对手，建立长期的护城河。瑞幸咖啡的烧钱故事还将持续。只是，瑞幸咖啡模式能一直获得投资者认可吗？烧出个咖啡帝国瑞幸咖啡自成立以来，一直靠“烧钱驱动”。自2017年成立至今，瑞幸咖啡一直处于亏损状态","listText":"雷达财经出品 文|长帆 编|沧海1月14日，瑞幸咖啡报收于45.80美元，总市值达110.07亿美元，较上市首日股价翻了1.69倍。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;瑞幸上市后股票涨幅然而，瑞幸咖啡股价上涨，并非来自公司盈利能力的改善。2018 年，公司净亏损 16 亿元，2019 年前三季度公司净亏损 17 亿元。事实上，瑞幸咖啡股价的大幅上涨也是近两个月的事情。2019年11月12日，瑞幸咖啡的市值尚不足50亿美元。瑞幸咖啡股价上涨的诱因是公司2019年三季报。公司去年前三季度营收15.4亿元，并给出了一个创造性的“概念”，实现单店层面盈利。事实上，公司Q3净亏损5.3亿元。自成立以来，瑞幸咖啡一直在不断讲述新故事。去年9月小鹿茶独立运作，今年1月8日，瑞幸咖啡在北京召开战略发布会，发布智能无人零售战略，推出无人咖啡机“瑞即购”。瑞幸不断烧钱能否烧出护城河？东兴证券给出了否定的答案。东兴证券认为，瑞幸咖啡的商业模式，并不存在突破某个临界点就可以战胜竞争对手，建立长期的护城河。瑞幸咖啡的烧钱故事还将持续。只是，瑞幸咖啡模式能一直获得投资者认可吗？烧出个咖啡帝国瑞幸咖啡自成立以来，一直靠“烧钱驱动”。自2017年成立至今，瑞幸咖啡一直处于亏损状态","text":"雷达财经出品 文|长帆 编|沧海1月14日，瑞幸咖啡报收于45.80美元，总市值达110.07亿美元，较上市首日股价翻了1.69倍。 瑞幸上市后股票涨幅然而，瑞幸咖啡股价上涨，并非来自公司盈利能力的改善。2018 年，公司净亏损 16 亿元，2019 年前三季度公司净亏损 17 亿元。事实上，瑞幸咖啡股价的大幅上涨也是近两个月的事情。2019年11月12日，瑞幸咖啡的市值尚不足50亿美元。瑞幸咖啡股价上涨的诱因是公司2019年三季报。公司去年前三季度营收15.4亿元，并给出了一个创造性的“概念”，实现单店层面盈利。事实上，公司Q3净亏损5.3亿元。自成立以来，瑞幸咖啡一直在不断讲述新故事。去年9月小鹿茶独立运作，今年1月8日，瑞幸咖啡在北京召开战略发布会，发布智能无人零售战略，推出无人咖啡机“瑞即购”。瑞幸不断烧钱能否烧出护城河？东兴证券给出了否定的答案。东兴证券认为，瑞幸咖啡的商业模式，并不存在突破某个临界点就可以战胜竞争对手，建立长期的护城河。瑞幸咖啡的烧钱故事还将持续。只是，瑞幸咖啡模式能一直获得投资者认可吗？烧出个咖啡帝国瑞幸咖啡自成立以来，一直靠“烧钱驱动”。自2017年成立至今，瑞幸咖啡一直处于亏损状态","images":[{"img":"https://static.tigerbbs.com/d5e0da3ddb686fc2c59c076eec993a0f","width":"640","height":"426"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/918718132","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3567,"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,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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":454034577589104,"gmtCreate":1751870594192,"gmtModify":1751870596211,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr":"3468270642914436"},"themes":[],"htmlText":"所谓巴菲特的情绪化市场先生理论","listText":"所谓巴菲特的情绪化市场先生理论","text":"所谓巴菲特的情绪化市场先生理论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454034577589104","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967647761,"gmtCreate":1584608028953,"gmtModify":1704355222816,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr":"3468270642914436"},"themes":[],"htmlText":"CEO和董事会成员自愿半年不瓴薪资，还有其他一系列的举措节约成本，真是老板以身作则，团队精诚团结的典范。知道为何巴菲特老爷子喜欢DAL了吧。","listText":"CEO和董事会成员自愿半年不瓴薪资，还有其他一系列的举措节约成本，真是老板以身作则，团队精诚团结的典范。知道为何巴菲特老爷子喜欢DAL了吧。","text":"CEO和董事会成员自愿半年不瓴薪资，还有其他一系列的举措节约成本，真是老板以身作则，团队精诚团结的典范。知道为何巴菲特老爷子喜欢DAL了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967647761","repostId":"2020349614","repostType":2,"isVote":1,"tweetType":1,"viewCount":2119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967829724,"gmtCreate":1584570468668,"gmtModify":1704355041314,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr":"3468270642914436"},"themes":[],"htmlText":"DAL这个情况，难道说发菲特老爷子也恐惧啦？我觉得老爷子今天该疯狂了，牛排都半价了，还不多买点。","listText":"DAL这个情况，难道说发菲特老爷子也恐惧啦？我觉得老爷子今天该疯狂了，牛排都半价了，还不多买点。","text":"DAL这个情况，难道说发菲特老爷子也恐惧啦？我觉得老爷子今天该疯狂了，牛排都半价了，还不多买点。","images":[{"img":"https://static.tigerbbs.com/7457375cc07c377ea4116caa6b485d85","width":"1125","height":"2203"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967829724","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":981785367,"gmtCreate":1583825006459,"gmtModify":1704351119326,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr":"3468270642914436"},"themes":[],"htmlText":"您这企业有基本面儿吗？","listText":"您这企业有基本面儿吗？","text":"您这企业有基本面儿吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981785367","repostId":"2017553059","repostType":2,"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912519710,"gmtCreate":1580340127230,"gmtModify":1704341313133,"author":{"id":"3468270642914436","authorId":"3468270642914436","name":"孙贺","avatar":"https://static.tigerbbs.com/e59636f4e356e0ca2bf38f04fef1adcb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468270642914436","authorIdStr"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