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小小辉同学
2024-06-11
$Faraday Future(FFIE)$
其中一个人的年薪就200万?老贾你真的是在节衣缩食还是接着忽悠?
小小辉同学
2022-03-24
长期主义
@荒野侦探:巴菲特收购Alleghany:保守主义的惺惺相惜
小小辉同学
2021-09-16
$恒大汽车(00708)$
眼见他起高楼
小小辉同学
2021-01-22
$小米集团-W(01810)$
经过市场验证的好公司,一般在大跌时是个买入机会。 错过了前几天的大跌10%,追悔莫及
小小辉同学
2021-01-22
$好未来(TAL)$
盘前犹豫要不要买入,因为业绩向好,从去年的业绩净利润下滑大跌,到今天的一夜22%暴增,无不体现了他的厉害之处。 目前k12赛道,好未来2800亿,新东方+在线2200亿,跟谁学1400亿,一起作业300亿。 看好好未来,和一起作业
小小辉同学
2021-01-22
$Facebook(FB)$
上次特朗普事件影响,Facebook和Twitter都暴跌,我选择加仓Twitter,理由是跌的更狠,2.错误的以为大盘涨的更慢,我错了! 错过了一次好的买入机会
小小辉同学
2021-01-21
昨晚刚说完,今天就起飞,我是瞎说的,你可是真厉害
小小辉同学
2021-01-20
$波音(BA)$
一旦好公司大跌30%,就是超级好的买入机会,这时候要不惜成本的买入,短期就会估值修复了
小小辉同学
2021-01-20
$一起教育科技(YQ)$
在线教育的好公司,静等花开!中途离场必将一事无成。
小小辉同学
2020-10-23
故意的吗
抱歉,原内容已删除
小小辉同学
2020-08-12
不必惊慌,一切如故
抱歉,原内容已删除
小小辉同学
2020-08-12
稳稳的幸福
抱歉,原内容已删除
小小辉同学
2020-08-12
值得期待
抱歉,原内容已删除
小小辉同学
2020-02-23
值得仔细研究
抱歉,原内容已删除
小小辉同学
2019-11-23
$拼多多(PDD)$
拼多多我是在一年前介入的,后来仓位不断加重,从1%逐渐加仓,当然也在41的时候买入过,32我也加仓,但是买入逻辑不一样,17的时候买入是抱着试试看的态度,毕竟刚上市没有资料去研究,说是基本面分析完全扯! 过去的一年是惊喜不断的一年,所以敢在41买入,增长性也是护城河,参见别人的研究和信息我的结论是:放眼未来拼多多的对手可能只有亚马逊。淘宝是给大店机会,拼多多是给好货机会。
小小辉同学
2019-11-07
持有一年多,对腾讯的业务还是很看好,尽管这一年股价没啥变化。 给了我买入更多的机会,虽然互联网行业不确定性太多,但能看到一些确定性。 市场中80%的时间是等待,15%是非理性下跌,5%的时间上涨,这就成就了投资收益,不知道5%的时间啥时候到来??
小小辉同学
2019-10-27
这篇文章不错,转发给大家看
抱歉,原内容已删除
小小辉同学
2019-09-12
$拼多多(PDD)$
看了拼多多下面的帖子,热闹得很! 说点自己关心的,记得两年前云阳子对电商的估值,如果2019年拼多多GMV能做到1万亿,按照淘宝的电商估值,对应的是我1千亿美金。当然两年前拼多多还很小,非议很多。今天看来一万亿GMV是可以超越的,那么按照目前的价格算是半价。 作为一个一线城市四环外的80后,我在拼多多上的购买超过了淘宝,已经很久不用京东了,当然他们都很好!三季度的财报应该是意料中的超预期,商业是复杂多变的,能看到核心竞争因素,投资才能入门吧😄
小小辉同学
2019-07-26
$拼多多(PDD)$
作为拼多多的小微股东,一直坚持持有看好,他的创业团队和拼多多模式。 只要这两个优势没变就值得持有,长期看好。 价格的波动给了聪明的投资者上车的机会
小小辉同学
2019-04-22
$拼多多(PDD)$一直持有至今,问一下30没卖的还坚持至今的投资者,统计一下有多少人?
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收购消息传来,伯克希尔和Alleghany双双收涨。好的收购,大概就要是这种效果了。<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/Y\">$Alleghany Corp(Y)$</a> 股神本人发声说,密切关注这间企业60年。Alleghany成立于1929年,几乎和巴菲特同岁。 所以粗略推测下来,正是1962年巴菲特32岁的时候。 关于Alleghany 事实上,Alleghany的 现任CEO Joseph Brandon曾是伯克希尔旗下General Re的负责人。 Alleghany在财产险和再保险领域也占有核心地位,三大与保险相关的业务构成了 Alleghany的大部分。十年前收购了 Transatlantic Holdings,也称为 TransRe,TransRe提供全套再保险产品。RSUI集团承保批发专业保险,而 CapSpecialty则针对中小型企业市场,提供商业财产、意外伤害、忠诚、保证和专业保险等专业保险。 与伯克希尔一样,Alleghany也拥有非金融业务,使用其全资子公司Alleghany Capital来持有和管理这些业务。Alleghany Capital的资产包括机床专家 Precision Cutting Technologies、客户拖车和轨道车身制造商 RC Tway、结构钢制造商 WWSC Holdings、Wilbert Funeral Services以及零件和装配供应商 Piedm","listText":" 收购消息传来,伯克希尔和Alleghany双双收涨。好的收购,大概就要是这种效果了。<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/Y\">$Alleghany Corp(Y)$</a> 股神本人发声说,密切关注这间企业60年。Alleghany成立于1929年,几乎和巴菲特同岁。 所以粗略推测下来,正是1962年巴菲特32岁的时候。 关于Alleghany 事实上,Alleghany的 现任CEO Joseph Brandon曾是伯克希尔旗下General Re的负责人。 Alleghany在财产险和再保险领域也占有核心地位,三大与保险相关的业务构成了 Alleghany的大部分。十年前收购了 Transatlantic Holdings,也称为 TransRe,TransRe提供全套再保险产品。RSUI集团承保批发专业保险,而 CapSpecialty则针对中小型企业市场,提供商业财产、意外伤害、忠诚、保证和专业保险等专业保险。 与伯克希尔一样,Alleghany也拥有非金融业务,使用其全资子公司Alleghany Capital来持有和管理这些业务。Alleghany Capital的资产包括机床专家 Precision Cutting Technologies、客户拖车和轨道车身制造商 RC Tway、结构钢制造商 WWSC Holdings、Wilbert Funeral Services以及零件和装配供应商 Piedm","text":"收购消息传来,伯克希尔和Alleghany双双收涨。好的收购,大概就要是这种效果了。$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ $Alleghany Corp(Y)$ 股神本人发声说,密切关注这间企业60年。Alleghany成立于1929年,几乎和巴菲特同岁。 所以粗略推测下来,正是1962年巴菲特32岁的时候。 关于Alleghany 事实上,Alleghany的 现任CEO Joseph Brandon曾是伯克希尔旗下General Re的负责人。 Alleghany在财产险和再保险领域也占有核心地位,三大与保险相关的业务构成了 Alleghany的大部分。十年前收购了 Transatlantic Holdings,也称为 TransRe,TransRe提供全套再保险产品。RSUI集团承保批发专业保险,而 CapSpecialty则针对中小型企业市场,提供商业财产、意外伤害、忠诚、保证和专业保险等专业保险。 与伯克希尔一样,Alleghany也拥有非金融业务,使用其全资子公司Alleghany Capital来持有和管理这些业务。Alleghany Capital的资产包括机床专家 Precision Cutting Technologies、客户拖车和轨道车身制造商 RC Tway、结构钢制造商 WWSC Holdings、Wilbert Funeral Services以及零件和装配供应商 Piedm","images":[{"img":"https://static.tigerbbs.com/0412763e8087669782633bd4b46b6d01","width":"1290","height":"753"},{"img":"https://static.tigerbbs.com/9ebfd6aade28dfaabb063b734e0934b6","width":"800","height":"420"},{"img":"https://static.tigerbbs.com/9f98a4922e809130c2ae20e6406520e8","width":"1072","height":"733"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637182124","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885131999,"gmtCreate":1631763122411,"gmtModify":1631763122411,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860953175789","idStr":"3502860953175789"},"themes":[],"htmlText":"<a 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优质成长股表现不错,还犹豫要不要换$拼多多(PDD)$,今天就稳稳的。相对而言我更懂腾讯一些,可能再也没有机会买入300以下的腾讯了。","images":[{"img":"https://static.tigerbbs.com/c5f083752aefcb05ea00f085e07afda8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/387919","isVote":1,"tweetType":1,"viewCount":3647,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506770526835654","authorId":"3506770526835654","name":"趋势分析","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3506770526835654","authorIdStr":"3506770526835654"},"content":"估计再过半个月,300以下的腾讯你不敢买","text":"估计再过半个月,300以下的腾讯你不敢买","html":"估计再过半个月,300以下的腾讯你不敢买"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":930657675,"gmtCreate":1568249270397,"gmtModify":1704717545304,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860953175789","authorIdStr":"3502860953175789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 看了拼多多下面的帖子,热闹得很! 说点自己关心的,记得两年前云阳子对电商的估值,如果2019年拼多多GMV能做到1万亿,按照淘宝的电商估值,对应的是我1千亿美金。当然两年前拼多多还很小,非议很多。今天看来一万亿GMV是可以超越的,那么按照目前的价格算是半价。 作为一个一线城市四环外的80后,我在拼多多上的购买超过了淘宝,已经很久不用京东了,当然他们都很好!三季度的财报应该是意料中的超预期,商业是复杂多变的,能看到核心竞争因素,投资才能入门吧😄","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 看了拼多多下面的帖子,热闹得很! 说点自己关心的,记得两年前云阳子对电商的估值,如果2019年拼多多GMV能做到1万亿,按照淘宝的电商估值,对应的是我1千亿美金。当然两年前拼多多还很小,非议很多。今天看来一万亿GMV是可以超越的,那么按照目前的价格算是半价。 作为一个一线城市四环外的80后,我在拼多多上的购买超过了淘宝,已经很久不用京东了,当然他们都很好!三季度的财报应该是意料中的超预期,商业是复杂多变的,能看到核心竞争因素,投资才能入门吧😄","text":"$拼多多(PDD)$ 看了拼多多下面的帖子,热闹得很! 说点自己关心的,记得两年前云阳子对电商的估值,如果2019年拼多多GMV能做到1万亿,按照淘宝的电商估值,对应的是我1千亿美金。当然两年前拼多多还很小,非议很多。今天看来一万亿GMV是可以超越的,那么按照目前的价格算是半价。 作为一个一线城市四环外的80后,我在拼多多上的购买超过了淘宝,已经很久不用京东了,当然他们都很好!三季度的财报应该是意料中的超预期,商业是复杂多变的,能看到核心竞争因素,投资才能入门吧😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/930657675","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"content":"是的,之前看了黄峥的致股东信和电话会议,黄峥对拼多多未来的方向定位真的是把握的非常精准","text":"是的,之前看了黄峥的致股东信和电话会议,黄峥对拼多多未来的方向定位真的是把握的非常精准","html":"是的,之前看了黄峥的致股东信和电话会议,黄峥对拼多多未来的方向定位真的是把握的非常精准"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388810,"gmtCreate":1548577412066,"gmtModify":1704788053865,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860953175789","authorIdStr":"3502860953175789"},"themes":[],"htmlText":"请教! 有没有出过金的朋友,有额度限制吗?进来的时候一大笔,如果每笔限制5000美金,有时间间隔不?","listText":"请教! 有没有出过金的朋友,有额度限制吗?进来的时候一大笔,如果每笔限制5000美金,有时间间隔不?","text":"请教! 有没有出过金的朋友,有额度限制吗?进来的时候一大笔,如果每笔限制5000美金,有时间间隔不?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388810","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499381445443677","authorId":"3499381445443677","name":"夏增","avatar":"https://static.tigerbbs.com/7f247c394f30358bd51761623551bf85","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499381445443677","authorIdStr":"3499381445443677"},"content":"没有,每次尽量别超过10000","text":"没有,每次尽量别超过10000","html":"没有,每次尽量别超过10000"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387926,"gmtCreate":1548415432404,"gmtModify":1704787944353,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860953175789","authorIdStr":"3502860953175789"},"themes":[],"htmlText":"目前在老虎仅仅持有$腾讯控股(00700)$和$腾讯控股(00700)$而且表现都还不错,能力圈以内目前还没有精力研究别的企业。好像这两个就够了,2019年希望多学习这两家企业,拼多多是误打误撞,其实不太懂。本来是冲着腾讯来的。向高手学习!","listText":"目前在老虎仅仅持有$腾讯控股(00700)$和$腾讯控股(00700)$而且表现都还不错,能力圈以内目前还没有精力研究别的企业。好像这两个就够了,2019年希望多学习这两家企业,拼多多是误打误撞,其实不太懂。本来是冲着腾讯来的。向高手学习!","text":"目前在老虎仅仅持有$腾讯控股(00700)$和$腾讯控股(00700)$而且表现都还不错,能力圈以内目前还没有精力研究别的企业。好像这两个就够了,2019年希望多学习这两家企业,拼多多是误打误撞,其实不太懂。本来是冲着腾讯来的。向高手学习!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387926","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310385153,"gmtCreate":1611257082372,"gmtModify":1703749281340,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860953175789","authorIdStr":"3502860953175789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>盘前犹豫要不要买入,因为业绩向好,从去年的业绩净利润下滑大跌,到今天的一夜22%暴增,无不体现了他的厉害之处。 目前k12赛道,好未来2800亿,新东方+在线2200亿,跟谁学1400亿,一起作业300亿。 看好好未来,和一起作业","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>盘前犹豫要不要买入,因为业绩向好,从去年的业绩净利润下滑大跌,到今天的一夜22%暴增,无不体现了他的厉害之处。 目前k12赛道,好未来2800亿,新东方+在线2200亿,跟谁学1400亿,一起作业300亿。 看好好未来,和一起作业","text":"$好未来(TAL)$盘前犹豫要不要买入,因为业绩向好,从去年的业绩净利润下滑大跌,到今天的一夜22%暴增,无不体现了他的厉害之处。 目前k12赛道,好未来2800亿,新东方+在线2200亿,跟谁学1400亿,一起作业300亿。 看好好未来,和一起作业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310385153","isVote":1,"tweetType":1,"viewCount":5178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465003,"gmtCreate":1554957572883,"gmtModify":1704797674703,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860953175789","authorIdStr":"3502860953175789"},"themes":[],"htmlText":"$腾讯控股(00700)$坚持持仓快半年了,对耐心和眼光的考验,有人质疑还能坚持多久?我还在","listText":"$腾讯控股(00700)$坚持持仓快半年了,对耐心和眼光的考验,有人质疑还能坚持多久?我还在","text":"$腾讯控股(00700)$坚持持仓快半年了,对耐心和眼光的考验,有人质疑还能坚持多久?我还在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465003","isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416132,"gmtCreate":1551773798923,"gmtModify":1704791459584,"author":{"id":"3502860953175789","authorId":"3502860953175789","name":"小小辉同学","avatar":"https://static.tigerbbs.com/658deffc1d3f4f740aaccc91adf5bc54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860953175789","authorIdStr":"3502860953175789"},"themes":[],"htmlText":"$腾讯控股(00700)$ 好企业终归价值回归!关键是我们都在!","listText":"$腾讯控股(00700)$ 好企业终归价值回归!关键是我们都在!","text":"$腾讯控股(00700)$ 好企业终归价值回归!关键是我们都在!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416132","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}