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6be42b4
2020-05-11
懂不懂啊，学而思和新东方才多少市场份额，加起来10%都不到
@英和美:忍不住说说我对跟谁学的看法
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target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>好久没来了，那么热闹忍不住说说我的看法。 有朋友问，一:GSX真的有造假吗？ 我说:gsx造假简直是路人皆知啊，其实造假不造假我没在他公司内部，没法弄清楚，但可以用常识去倒推。你摸摸自己的脚指头让它帮你思考一下：课后培训班是值700亿的生意吗？如果是，在这个没有技术壁垒，没有资源限制，没有行政准入限制的市场，以中国人的尿性，一个地级市不搞几十个培训公司上市那真就奇怪了。这个线上课后补习班没人搞的原因只有一个原因，那就是这门生意本大利微，没得搞，通俗讲就是没什么油水，搞不出什么大的动静。所以市场最后形成寡头垄断，用规模效益勉力支撑。看看<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>，gsx的故事简直是侮辱俞洪敏的智商。<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>也就是搬到网上的野鸡培训班，而且还是大部分人都没怎么听过的那种。所以要么是严重高估了自己的市值，要么严重高估了拉总的智商。后市怎么办，听我说:空他 又有朋友问:你觉得何时开始做空比较合适？ 我回答:不知道，资金充足的30以上随便空,坐等血崩。要利益最大化就得等庄家市值维护乏力的时候做进去。这就有两个问题：1可能血崩提前到来，错过上车时机 2庄家高度控盘目前看来庄家游刃有余，控盘毫不掩饰，对市场极度蔑视，血崩估计还早。 不过没关系，狗庄看是盛气凌人不可一世，实则敗像已露，只要你耐心，吃狗肉是迟早的事","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>好久没来了，那么热闹忍不住说说我的看法。 有朋友问，一:GSX真的有造假吗？ 我说:gsx造假简直是路人皆知啊，其实造假不造假我没在他公司内部，没法弄清楚，但可以用常识去倒推。你摸摸自己的脚指头让它帮你思考一下：课后培训班是值700亿的生意吗？如果是，在这个没有技术壁垒，没有资源限制，没有行政准入限制的市场，以中国人的尿性，一个地级市不搞几十个培训公司上市那真就奇怪了。这个线上课后补习班没人搞的原因只有一个原因，那就是这门生意本大利微，没得搞，通俗讲就是没什么油水，搞不出什么大的动静。所以市场最后形成寡头垄断，用规模效益勉力支撑。看看<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>，gsx的故事简直是侮辱俞洪敏的智商。<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>也就是搬到网上的野鸡培训班，而且还是大部分人都没怎么听过的那种。所以要么是严重高估了自己的市值，要么严重高估了拉总的智商。后市怎么办，听我说:空他 又有朋友问:你觉得何时开始做空比较合适？ 我回答:不知道，资金充足的30以上随便空,坐等血崩。要利益最大化就得等庄家市值维护乏力的时候做进去。这就有两个问题：1可能血崩提前到来，错过上车时机 2庄家高度控盘目前看来庄家游刃有余，控盘毫不掩饰，对市场极度蔑视，血崩估计还早。 不过没关系，狗庄看是盛气凌人不可一世，实则敗像已露，只要你耐心，吃狗肉是迟早的事","text":"$跟谁学(GSX)$好久没来了，那么热闹忍不住说说我的看法。 有朋友问，一:GSX真的有造假吗？ 我说:gsx造假简直是路人皆知啊，其实造假不造假我没在他公司内部，没法弄清楚，但可以用常识去倒推。你摸摸自己的脚指头让它帮你思考一下：课后培训班是值700亿的生意吗？如果是，在这个没有技术壁垒，没有资源限制，没有行政准入限制的市场，以中国人的尿性，一个地级市不搞几十个培训公司上市那真就奇怪了。这个线上课后补习班没人搞的原因只有一个原因，那就是这门生意本大利微，没得搞，通俗讲就是没什么油水，搞不出什么大的动静。所以市场最后形成寡头垄断，用规模效益勉力支撑。看看$好未来(TAL)$$新东方(EDU)$，gsx的故事简直是侮辱俞洪敏的智商。$跟谁学(GSX)$也就是搬到网上的野鸡培训班，而且还是大部分人都没怎么听过的那种。所以要么是严重高估了自己的市值，要么严重高估了拉总的智商。后市怎么办，听我说:空他 又有朋友问:你觉得何时开始做空比较合适？ 我回答:不知道，资金充足的30以上随便空,坐等血崩。要利益最大化就得等庄家市值维护乏力的时候做进去。这就有两个问题：1可能血崩提前到来，错过上车时机 2庄家高度控盘目前看来庄家游刃有余，控盘毫不掩饰，对市场极度蔑视，血崩估计还早。 不过没关系，狗庄看是盛气凌人不可一世，实则敗像已露，只要你耐心，吃狗肉是迟早的事","images":[{"img":"https://static.tigerbbs.com/a048566e2589452fa003a8effb4f2d46"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927788029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3259,"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}],"lives":[]}
