社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
王力宏不红
IP属地:北京
+关注
帖子 · 9
帖子 · 9
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
王力宏不红
王力宏不红
·
2022-11-11
$蜗牛游戏(SNAL)$
预测
$蜗牛游戏(SNAL)$
收盘30
看
1,436
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2022-11-10
$蜗牛游戏(SNAL)$
1.8
看
1,122
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2022-09-14
必须的
@oliv:
$DiDi Global Inc.(DIDIY)$自2021年7月2日启动审查,至今1年多的网络安全审查告一段落,滴滴将于近期启动恢复上架工作。
$DiDi Global Inc.(DIDIY)$自2021年7月2日启动审查,至今1年多的网络安全审查告一段落,滴滴将于近期启动恢复上架工作。
看
2,317
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2021-07-08
不负责任
欠债供应商2亿多,同程生活换个马甲继续忽悠?
@伯虎财经V:
(图源采访对象)伯虎点睛:披着社区团购的外衣,到处搜刮供应商的钱,这家公司凉凉了。早在2020年,同程生活就露出了尾巴。公司裁员、高管离职、节节败退、拖欠餐费……这一系列动作,预告了同程生活走向衰亡。这家常被拿来和兴盛优选、十荟团比较,获得真格基金、金沙江创投、百果园等知名机构和公司投资的企业,正被数以千计的人唾骂。2021年7月6日凌晨,同程生活改名为“蜜橙生活”。改名背后,是拖欠供应商的货款未还。一场催债大战,开始了。“太绝望了,我们什么也做不了。”“太绝望了,我们现在什么也做不了。”供应商吕先生和伯虎财经说道。事情要从一张牌子说起,7月4日同程生活广州总部牌匾被摘掉,这也把同程生活的谎言撕开了。(记者与采访对象的对话)7月1日,同程生活还在采购,并和吕先生保证货款不会有问题。短短几天,吕先生怎么也想不到同程生活早已布下了“骗局”。牌子一摘,吕先生被合伙人拉进了500人的“同程讨债群”。而被骗的,还有其他供应商。(图源:采访对象)7月5日晚,一百多位供应商到了同程生活苏州部进行讨债维权,“同程生活,还我血汗钱!”这9个大字鲜明的刻在了一张红色横幅上,而举着横幅的,是一对菜农夫妇。偌大的同程大厦,除了保安一个员工都没有,而这还是工作日。这一切,都显得不太正常。陈先生也是其中的受害者之一,在听闻同程生活破产后,连夜从广州赶到了苏州总部,直接在公司门口打起了地铺。作为其中一名供应商,陈先生主要为同程生活提供生鲜蔬菜,而同程生活欠他的货款高达一千多万。在这些供应商里,有卖生鲜的、卖蔬菜的、卖日用品的、卖服装的。有的是贸易公司,而有的则是小菜农。欠债货款,低至几万,高达数千万。吕先生算了下,目前登记的100多家供应商超过了5000万,总共有1000多个供应商,也就是说同程生活总欠款超过2个亿。供应蔬菜的李先生接受伯虎财经采访时说道,四十多万货款要不回来,合作的一百多家菜农全都是乡
欠债供应商2亿多,同程生活换个马甲继续忽悠?
看
3,384
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2021-05-13
$水滴(WDH)$
亚洲最**的股票没有之一
看
2,777
回复
评论
点赞
1
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2021-04-01
这篇文章不错,转发给大家看
Coursera的投资价值分析
@捷克Jack:
几个highlight: 1. 核心资产。这家公司研发的东西,简而言之,就是“通过机器和环境来代替教师帮助你学习”,听起来就非常“人工智能”的样子,也不愧是百度前首席科学家吴恩达开创的公司。21世纪,只要是能提高效率的产品,就一定是有非常高的附属价值,而这就是它的核心资产。但是请注意,它目前商业化体系中,烧钱开拓渠道换市场这一套,还证明不了可持续性,因此不是它的核心资产。 2. 商业化。公司的收入都来自于卖这套“教学平台”,而且是烧多少钱换多少市场,目前增长非常不错。那么问题来了,这个东西的到底门槛有多高?护城河有多深?其他公司推同样产品的替代性有多强?目前市场竞争少,是因为它的模式压根不赚钱。而国外的教育环境并没有像中国那么紧张,因此也没有培育多少教育机构和教育软件平台公司。 3. 估值。43亿美元首发,看起来并不是很大市值,但是按照2020年不到3亿美元的营收,PS要有15倍,这比行业中枢高很多。$有道(DAO)$ 才5倍,$跟谁学(GSX)$ 跌完以后7倍、美国的$大峡谷教育(LOPE)$ 才6倍。那$Coursera, Inc.(COUR)$ 的这么高的溢价就要由它的增长性、核心资产来维持。 4. 公司最有可能的结局——被收购。这与马上要被CRM收购的$Slack Technologies(WORK)$、以及已经被微软收购的MULE类似,
Coursera的投资价值分析
看
2,592
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2021-03-22
吃面吧,年轻人
看
2,256
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2021-02-04
$游戏驿站(GME)$
ALL in
看
2,499
回复
评论
点赞
4
编组 21备份 2
分享
举报
王力宏不红
王力宏不红
·
2021-01-30
$游戏驿站(GME)$
330设置一下,大不了1w美金没有了
看
4,491
回复
3
点赞
3
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3494200797117249","uuid":"3494200797117249","gmtCreate":1531106776113,"gmtModify":1611973242379,"name":"王力宏不红","pinyin":"wlhbhwanglihongbuhong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":84,"tweetSize":9,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.60%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":664533916,"gmtCreate":1668099461436,"gmtModify":1668099462313,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNAL\">$蜗牛游戏(SNAL)$ </a>预测<a href=\"https://laohu8.com/S/SNAL\">$蜗牛游戏(SNAL)$ </a>收盘30","listText":"<a href=\"https://laohu8.com/S/SNAL\">$蜗牛游戏(SNAL)$ </a>预测<a href=\"https://laohu8.com/S/SNAL\">$蜗牛游戏(SNAL)$ </a>收盘30","text":"$蜗牛游戏(SNAL)$ 预测$蜗牛游戏(SNAL)$ 收盘30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664533916","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664591077,"gmtCreate":1668095269800,"gmtModify":1668095270549,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNAL\">$蜗牛游戏(SNAL)$ </a>1.8","listText":"<a href=\"https://laohu8.com/S/SNAL\">$蜗牛游戏(SNAL)$ </a>1.8","text":"$蜗牛游戏(SNAL)$ 1.8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664591077","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663682343,"gmtCreate":1663149574383,"gmtModify":1663149575562,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"必须的","listText":"必须的","text":"必须的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663682343","repostId":"663695061","repostType":1,"repost":{"id":663695061,"gmtCreate":1663138208053,"gmtModify":1663138881227,"author":{"id":"3572904085072563","authorId":"3572904085072563","name":"oliv","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572904085072563","authorIdStr":"3572904085072563"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>自2021年7月2日启动审查,至今1年多的网络安全审查告一段落,滴滴将于近期启动恢复上架工作。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>自2021年7月2日启动审查,至今1年多的网络安全审查告一段落,滴滴将于近期启动恢复上架工作。","text":"$DiDi Global Inc.(DIDIY)$自2021年7月2日启动审查,至今1年多的网络安全审查告一段落,滴滴将于近期启动恢复上架工作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663695061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149114168,"gmtCreate":1625709101454,"gmtModify":1625709101454,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"不负责任","listText":"不负责任","text":"不负责任","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149114168","repostId":"140394904","repostType":1,"repost":{"id":140394904,"gmtCreate":1625627793808,"gmtModify":1625627927960,"author":{"id":"4087437287386530","authorId":"4087437287386530","name":"伯虎财经V","avatar":"https://static.tigerbbs.com/4da4829c90fc70d217ee799a8df8e0d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087437287386530","authorIdStr":"4087437287386530"},"themes":[],"title":"欠债供应商2亿多,同程生活换个马甲继续忽悠?","htmlText":"(图源采访对象)伯虎点睛:披着社区团购的外衣,到处搜刮供应商的钱,这家公司凉凉了。早在2020年,同程生活就露出了尾巴。公司裁员、高管离职、节节败退、拖欠餐费……这一系列动作,预告了同程生活走向衰亡。这家常被拿来和兴盛优选、十荟团比较,获得真格基金、金沙江创投、百果园等知名机构和公司投资的企业,正被数以千计的人唾骂。2021年7月6日凌晨,同程生活改名为“蜜橙生活”。改名背后,是拖欠供应商的货款未还。一场催债大战,开始了。“太绝望了,我们什么也做不了。”“太绝望了,我们现在什么也做不了。”供应商吕先生和伯虎财经说道。事情要从一张牌子说起,7月4日同程生活广州总部牌匾被摘掉,这也把同程生活的谎言撕开了。(记者与采访对象的对话)7月1日,同程生活还在采购,并和吕先生保证货款不会有问题。短短几天,吕先生怎么也想不到同程生活早已布下了“骗局”。牌子一摘,吕先生被合伙人拉进了500人的“同程讨债群”。而被骗的,还有其他供应商。(图源:采访对象)7月5日晚,一百多位供应商到了同程生活苏州部进行讨债维权,“同程生活,还我血汗钱!”这9个大字鲜明的刻在了一张红色横幅上,而举着横幅的,是一对菜农夫妇。偌大的同程大厦,除了保安一个员工都没有,而这还是工作日。这一切,都显得不太正常。陈先生也是其中的受害者之一,在听闻同程生活破产后,连夜从广州赶到了苏州总部,直接在公司门口打起了地铺。作为其中一名供应商,陈先生主要为同程生活提供生鲜蔬菜,而同程生活欠他的货款高达一千多万。在这些供应商里,有卖生鲜的、卖蔬菜的、卖日用品的、卖服装的。有的是贸易公司,而有的则是小菜农。欠债货款,低至几万,高达数千万。吕先生算了下,目前登记的100多家供应商超过了5000万,总共有1000多个供应商,也就是说同程生活总欠款超过2个亿。供应蔬菜的李先生接受伯虎财经采访时说道,四十多万货款要不回来,合作的一百多家菜农全都是乡","listText":"(图源采访对象)伯虎点睛:披着社区团购的外衣,到处搜刮供应商的钱,这家公司凉凉了。早在2020年,同程生活就露出了尾巴。公司裁员、高管离职、节节败退、拖欠餐费……这一系列动作,预告了同程生活走向衰亡。这家常被拿来和兴盛优选、十荟团比较,获得真格基金、金沙江创投、百果园等知名机构和公司投资的企业,正被数以千计的人唾骂。2021年7月6日凌晨,同程生活改名为“蜜橙生活”。改名背后,是拖欠供应商的货款未还。一场催债大战,开始了。“太绝望了,我们什么也做不了。”“太绝望了,我们现在什么也做不了。”供应商吕先生和伯虎财经说道。事情要从一张牌子说起,7月4日同程生活广州总部牌匾被摘掉,这也把同程生活的谎言撕开了。(记者与采访对象的对话)7月1日,同程生活还在采购,并和吕先生保证货款不会有问题。短短几天,吕先生怎么也想不到同程生活早已布下了“骗局”。牌子一摘,吕先生被合伙人拉进了500人的“同程讨债群”。而被骗的,还有其他供应商。(图源:采访对象)7月5日晚,一百多位供应商到了同程生活苏州部进行讨债维权,“同程生活,还我血汗钱!”这9个大字鲜明的刻在了一张红色横幅上,而举着横幅的,是一对菜农夫妇。偌大的同程大厦,除了保安一个员工都没有,而这还是工作日。这一切,都显得不太正常。陈先生也是其中的受害者之一,在听闻同程生活破产后,连夜从广州赶到了苏州总部,直接在公司门口打起了地铺。作为其中一名供应商,陈先生主要为同程生活提供生鲜蔬菜,而同程生活欠他的货款高达一千多万。在这些供应商里,有卖生鲜的、卖蔬菜的、卖日用品的、卖服装的。有的是贸易公司,而有的则是小菜农。欠债货款,低至几万,高达数千万。吕先生算了下,目前登记的100多家供应商超过了5000万,总共有1000多个供应商,也就是说同程生活总欠款超过2个亿。供应蔬菜的李先生接受伯虎财经采访时说道,四十多万货款要不回来,合作的一百多家菜农全都是乡","text":"(图源采访对象)伯虎点睛:披着社区团购的外衣,到处搜刮供应商的钱,这家公司凉凉了。早在2020年,同程生活就露出了尾巴。公司裁员、高管离职、节节败退、拖欠餐费……这一系列动作,预告了同程生活走向衰亡。这家常被拿来和兴盛优选、十荟团比较,获得真格基金、金沙江创投、百果园等知名机构和公司投资的企业,正被数以千计的人唾骂。2021年7月6日凌晨,同程生活改名为“蜜橙生活”。改名背后,是拖欠供应商的货款未还。一场催债大战,开始了。“太绝望了,我们什么也做不了。”“太绝望了,我们现在什么也做不了。”供应商吕先生和伯虎财经说道。事情要从一张牌子说起,7月4日同程生活广州总部牌匾被摘掉,这也把同程生活的谎言撕开了。(记者与采访对象的对话)7月1日,同程生活还在采购,并和吕先生保证货款不会有问题。短短几天,吕先生怎么也想不到同程生活早已布下了“骗局”。牌子一摘,吕先生被合伙人拉进了500人的“同程讨债群”。而被骗的,还有其他供应商。(图源:采访对象)7月5日晚,一百多位供应商到了同程生活苏州部进行讨债维权,“同程生活,还我血汗钱!”这9个大字鲜明的刻在了一张红色横幅上,而举着横幅的,是一对菜农夫妇。偌大的同程大厦,除了保安一个员工都没有,而这还是工作日。这一切,都显得不太正常。陈先生也是其中的受害者之一,在听闻同程生活破产后,连夜从广州赶到了苏州总部,直接在公司门口打起了地铺。作为其中一名供应商,陈先生主要为同程生活提供生鲜蔬菜,而同程生活欠他的货款高达一千多万。在这些供应商里,有卖生鲜的、卖蔬菜的、卖日用品的、卖服装的。有的是贸易公司,而有的则是小菜农。欠债货款,低至几万,高达数千万。吕先生算了下,目前登记的100多家供应商超过了5000万,总共有1000多个供应商,也就是说同程生活总欠款超过2个亿。供应蔬菜的李先生接受伯虎财经采访时说道,四十多万货款要不回来,合作的一百多家菜农全都是乡","images":[{"img":"https://static.tigerbbs.com/81c2adcc768aa30b9999381b87d1c1c3","width":"1402","height":"617"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140394904","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191304803,"gmtCreate":1620840939902,"gmtModify":1620840939902,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>亚洲最**的股票没有之一","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>亚洲最**的股票没有之一","text":"$水滴(WDH)$亚洲最**的股票没有之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191304803","isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357056317,"gmtCreate":1617213290039,"gmtModify":1617213290039,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357056317","repostId":"354577008","repostType":1,"repost":{"id":354577008,"gmtCreate":1617193132801,"gmtModify":1729778795204,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"212008496769156","authorIdStr":"212008496769156"},"themes":[],"title":"Coursera的投资价值分析","htmlText":"几个highlight: 1. 核心资产。这家公司研发的东西,简而言之,就是“通过机器和环境来代替教师帮助你学习”,听起来就非常“人工智能”的样子,也不愧是百度前首席科学家吴恩达开创的公司。21世纪,只要是能提高效率的产品,就一定是有非常高的附属价值,而这就是它的核心资产。但是请注意,它目前商业化体系中,烧钱开拓渠道换市场这一套,还证明不了可持续性,因此不是它的核心资产。 2. 商业化。公司的收入都来自于卖这套“教学平台”,而且是烧多少钱换多少市场,目前增长非常不错。那么问题来了,这个东西的到底门槛有多高?护城河有多深?其他公司推同样产品的替代性有多强?目前市场竞争少,是因为它的模式压根不赚钱。而国外的教育环境并没有像中国那么紧张,因此也没有培育多少教育机构和教育软件平台公司。 3. 估值。43亿美元首发,看起来并不是很大市值,但是按照2020年不到3亿美元的营收,PS要有15倍,这比行业中枢高很多。<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> 才5倍,<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 跌完以后7倍、美国的<a href=\"https://laohu8.com/S/LOPE\">$大峡谷教育(LOPE)$</a> 才6倍。那<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a> 的这么高的溢价就要由它的增长性、核心资产来维持。 4. 公司最有可能的结局——被收购。这与马上要被CRM收购的<a href=\"https://laohu8.com/S/WORK\">$Slack Technologies(WORK)$</a>、以及已经被微软收购的MULE类似,","listText":"几个highlight: 1. 核心资产。这家公司研发的东西,简而言之,就是“通过机器和环境来代替教师帮助你学习”,听起来就非常“人工智能”的样子,也不愧是百度前首席科学家吴恩达开创的公司。21世纪,只要是能提高效率的产品,就一定是有非常高的附属价值,而这就是它的核心资产。但是请注意,它目前商业化体系中,烧钱开拓渠道换市场这一套,还证明不了可持续性,因此不是它的核心资产。 2. 商业化。公司的收入都来自于卖这套“教学平台”,而且是烧多少钱换多少市场,目前增长非常不错。那么问题来了,这个东西的到底门槛有多高?护城河有多深?其他公司推同样产品的替代性有多强?目前市场竞争少,是因为它的模式压根不赚钱。而国外的教育环境并没有像中国那么紧张,因此也没有培育多少教育机构和教育软件平台公司。 3. 估值。43亿美元首发,看起来并不是很大市值,但是按照2020年不到3亿美元的营收,PS要有15倍,这比行业中枢高很多。<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> 才5倍,<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 跌完以后7倍、美国的<a href=\"https://laohu8.com/S/LOPE\">$大峡谷教育(LOPE)$</a> 才6倍。那<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a> 的这么高的溢价就要由它的增长性、核心资产来维持。 4. 公司最有可能的结局——被收购。这与马上要被CRM收购的<a href=\"https://laohu8.com/S/WORK\">$Slack Technologies(WORK)$</a>、以及已经被微软收购的MULE类似,","text":"几个highlight: 1. 核心资产。这家公司研发的东西,简而言之,就是“通过机器和环境来代替教师帮助你学习”,听起来就非常“人工智能”的样子,也不愧是百度前首席科学家吴恩达开创的公司。21世纪,只要是能提高效率的产品,就一定是有非常高的附属价值,而这就是它的核心资产。但是请注意,它目前商业化体系中,烧钱开拓渠道换市场这一套,还证明不了可持续性,因此不是它的核心资产。 2. 商业化。公司的收入都来自于卖这套“教学平台”,而且是烧多少钱换多少市场,目前增长非常不错。那么问题来了,这个东西的到底门槛有多高?护城河有多深?其他公司推同样产品的替代性有多强?目前市场竞争少,是因为它的模式压根不赚钱。而国外的教育环境并没有像中国那么紧张,因此也没有培育多少教育机构和教育软件平台公司。 3. 估值。43亿美元首发,看起来并不是很大市值,但是按照2020年不到3亿美元的营收,PS要有15倍,这比行业中枢高很多。$有道(DAO)$ 才5倍,$跟谁学(GSX)$ 跌完以后7倍、美国的$大峡谷教育(LOPE)$ 才6倍。那$Coursera, Inc.(COUR)$ 的这么高的溢价就要由它的增长性、核心资产来维持。 4. 公司最有可能的结局——被收购。这与马上要被CRM收购的$Slack Technologies(WORK)$、以及已经被微软收购的MULE类似,","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354577008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359669784,"gmtCreate":1616393658748,"gmtModify":1616393658748,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"吃面吧,年轻人","listText":"吃面吧,年轻人","text":"吃面吧,年轻人","images":[{"img":"https://static.tigerbbs.com/f0eacc2b7027b125dfbe16bd6ec131de","width":"795","height":"1242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359669784","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":314730580,"gmtCreate":1612371750340,"gmtModify":1703761107471,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>ALL in","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>ALL in","text":"$游戏驿站(GME)$ALL in","images":[{"img":"https://static.tigerbbs.com/8fcec0477868a5e01b192d1f83be8292","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314730580","isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316459107,"gmtCreate":1611947058809,"gmtModify":1703756991443,"author":{"id":"3494200797117249","authorId":"3494200797117249","name":"王力宏不红","avatar":"https://static.tigerbbs.com/79c52905209e3a3c038706582e11543f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494200797117249","authorIdStr":"3494200797117249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>330设置一下,大不了1w美金没有了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>330设置一下,大不了1w美金没有了","text":"$游戏驿站(GME)$330设置一下,大不了1w美金没有了","images":[{"img":"https://static.tigerbbs.com/11aa92acb4c941426ffe0fa8b217e14a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316459107","isVote":1,"tweetType":1,"viewCount":4491,"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]希望您能在老虎社区玩得愉快、赚得开心!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]希望您能在老虎社区玩得愉快、赚得开心!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]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}