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bgo2002
bgo2002
·
2022-03-02
仓位管理要量化才有意义
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bgo2002
bgo2002
·
2021-12-30
18a原本还属于稀缺的创新板块,但是市场太悲观了,连带一众新IPO们也一起趴下了
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bgo2002
bgo2002
·
2021-12-17
资本是逐利的，但也是高效率的
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bgo2002
bgo2002
·
2021-12-13
曾几何时，拉美的烟叶、非洲的奴隶、西欧的营销组合，是世界上最赚钱的生意。现在各地监管既要考虑民众健康，也要考虑税收和市场经济格局，都比较谨慎。万亿的市场中，产业链已经在悄然发生变化，中国在加工部分有了自己的一席之地，随着技术的继续升级创新，世界范围内的大协作还会继续演变，只要其成瘾性消费属性没有变，还是最牛的生意，但博弈也不会停。
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bgo2002
bgo2002
·
2021-11-09
又双叒叕配售，重资产的公司不是在融资就是在融资的路上，似乎很难享受到业绩的红利，这样的公司不会有高的估值
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bgo2002
bgo2002
·
2021-11-09
优秀的民营企业家是会承担更多的社会责任，特别是在企业和社会面临困难时才得以体现出来，也只有在这样的情境下才能帮助区分谁是优秀的值得信赖的
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bgo2002
bgo2002
·
2021-10-30
做上游自己的内容IP吸引流量，订阅、广告来实现货币化，和大火的短视频本质没什么区别，似乎商业逻辑没什么改变，但原则是通道要开放，闭路或者垄断通路已经不大行得通了，这样看Comcast迟早会被市场淘汰掉，最终被打到的永远不是竞争对手而是产业颠覆者
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bgo2002
bgo2002
·
2021-10-30
按照历史看，股价短期见顶
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bgo2002
bgo2002
·
2021-10-30
企业真的难，又要挣钱养家，还要兼职搞创收，最重要维持收入高速增长。即使这样，增速一旦下来，企业估值就要受到市场打压，融资成本就会变高。中小投资者更难，总是做最后的买单者。
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bgo2002
bgo2002
·
2021-10-25
医药界大单品公司在集采条件下不太走得通，格力能在城市化末期继续靠单品增长吗？手机、新能源车、芯片哪一个能方向走出重围?
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