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genius
危机，有危才有机，要险中求胜。
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genius
genius
·
2017-09-28
乍不见价值投资者关于网易的论述?
$网易(NTES)$ 我仍坚定不移看好网易。对很多人来说，游戏是生活的一部分。如果游戏没有搞头，声称不沾游戏的马云为何要搞?腾讯半数收入来自于游戏。网易作为互联网黄埔军校，人才肯定是充足的。从基本面来看，负债率低，现金充足，现金流稳定，无谓担忧。且公司于互联网泡沫破灭时上市，是有经过考验且证明是经得起考验的，丁三石也不是吃素的，就是说即使遇到问题和挑战亦会解决。
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乍不见价值投资者关于网易的论述?
genius
genius
·
2017-09-26
waiting......
$网易(NTES)$任凭风吹雨打，我似闲庭散步。
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waiting......
genius
genius
·
2017-09-08
投资中最重要的事
$网易(NTES)$ "战场上的英雄不是无所畏惧，而是明明害怕依然前进。我们要坚持投资，事实上越是恐惧越应该加大投资力度，因为那一定是价格相对合适的时候。"这是我坚定持有某支A股银行及网易的原因。 "第一层思维:这是一家好公司，让我们买进股票吧。第二层次思维:这是一家好公司，但是人人都认为它是一家好公司，因此它不是一家好公司，股票的估价和定价都过高，让我们卖出股票吧。"这是我抛售贵州茅台及不买腾讯、阿里巴巴的原因。 有一点我不明白，为什么这么多人不看好网易，认为丁三石乃一养猪佬耳，网易很垃圾，为什么不做空，以便260以下我将剩余筹码用掉，言行一致嘛对不对;反之如果看好就拿出点耐心呗。
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投资中最重要的事
genius
genius
·
2017-09-01
Bruce Lee谈投资
我觉得投资应该是一种游戏，可是我非常严肃地玩这种游戏。作为一个好的投资者，是绝对不应该拘泥于形式的，要能融会贯通、收放自如。当对方萎缩时我就伸张；而当对方伸张时我就应该步步小心，处处设防。当我在绝对有利的时候，用不着我思考，它自然把对方击倒。
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Bruce Lee谈投资
genius
genius
·
2017-08-25
集中投资
$网易(NTES)$ 犹如动物捕食猎物，看准了就耐心等待时机，咬住了就不放。通过比较Apple、腾讯、baba、GooG、亚马逊、FB、汽车之家等，只选择了这一家，复核财务指标仍是放心的，但市场是不确定的，唯有静观其变。
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genius
genius
·
2017-08-20
网易估值合理
$网易(NTES)$ 网易之前复合增长率超过20%，预期手游行业2018增长放缓至18%，腾讯网易两家市场占有率70%，网易现在估值合理：动态PE20，静态18，13.1x1.18x18=278，故我认为$270可以买，若要使用杠杆则应考虑融资成本5%即$260，且应分批购买，向下摊低并控制头寸，以规避风险
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genius
genius
·
2017-08-10
$网易(NTES)$ 网易不是有10亿回购计划吗?才用了1亿额度，跌了不是正好可以二级市场买入吗?一个季度的利润增速放缓是大问题吗?
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genius
genius
·
2017-08-09
$网易(NTES)$ 建议不做空，不用杠杆，就是简单的buy to keep.
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genius
genius
·
2017-08-01
$网易(NTES)$ 感觉像拿着是一块石头的心电图，但这种感觉也还不赖……稳妥
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有一点我不明白，为什么这么多人不看好网易，认为丁三石乃一养猪佬耳，网易很垃圾，为什么不做空，以便260以下我将剩余筹码用掉，言行一致嘛对不对;反之如果看好就拿出点耐心呗。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":5,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/94054","isVote":1,"tweetType":1,"viewCount":5731,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"191610494713950","authorId":"191610494713950","name":"往昔","avatar":"https://static.laohu8.com/6ef7f4ed366b274b06867eba2913dfd0","crmLevel":1,"crmLevelSwitch":0,"idStr":"191610494713950","authorIdStr":"191610494713950"},"content":"大家可以去看看以前的评论，涨的时候全部都是歌功颂德，跌的时候全部都是一片骂声，很有意思","text":"大家可以去看看以前的评论，涨的时候全部都是歌功颂德，跌的时候全部都是一片骂声，很有意思","html":"大家可以去看看以前的评论，涨的时候全部都是歌功颂德，跌的时候全部都是一片骂声，很有意思"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":91346,"gmtCreate":1504196235477,"gmtModify":1704880875070,"author":{"id":"3462625083694953","authorId":"3462625083694953","name":"genius","avatar":"https://static.laohu8.com/1d98494859f058790867ccc98f23d3a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462625083694953","authorIdStr":"3462625083694953"},"themes":[],"title":"Bruce 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网易之前复合增长率超过20%，预期手游行业2018增长放缓至18%，腾讯网易两家市场占有率70%，网易现在估值合理：动态PE20，静态18，13.1x1.18x18=278，故我认为$270可以买，若要使用杠杆则应考虑融资成本5%即$260，且应分批购买，向下摊低并控制头寸，以规避风险","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":6,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/86922","isVote":1,"tweetType":1,"viewCount":4268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459400445338841","authorId":"3459400445338841","name":"FeelLikeBug","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3459400445338841","authorIdStr":"3459400445338841"},"content":"现价来看，网易21跟茅台27倍就算他差不多的市盈率。市场来看，纳斯达克平均市盈率比上证还高10来倍有吧。然后你说成长预期是卖酒高还是互联网高？茅台都成长了快半个世纪了，茅台镇的水也有极限吧。长线买茅台还是网易？","text":"现价来看，网易21跟茅台27倍就算他差不多的市盈率。市场来看，纳斯达克平均市盈率比上证还高10来倍有吧。然后你说成长预期是卖酒高还是互联网高？茅台都成长了快半个世纪了，茅台镇的水也有极限吧。长线买茅台还是网易？","html":"现价来看，网易21跟茅台27倍就算他差不多的市盈率。市场来看，纳斯达克平均市盈率比上证还高10来倍有吧。然后你说成长预期是卖酒高还是互联网高？茅台都成长了快半个世纪了，茅台镇的水也有极限吧。长线买茅台还是网易？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":83301,"gmtCreate":1502373175043,"gmtModify":1704879906137,"author":{"id":"3462625083694953","authorId":"3462625083694953","name":"genius","avatar":"https://static.laohu8.com/1d98494859f058790867ccc98f23d3a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462625083694953","authorIdStr":"3462625083694953"},"themes":[],"htmlText":"$网易(NTES)$ 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