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- 3body3body
  ·2019-10-01
  $蔚来(NIO)$ 李老板是个非常优秀的从零到一的创始者，做几个就能成几个，但是这类公司市值也就在10亿美金差不多了。他非常不适合管理百亿美金以上的公司，或者说他没有能力把10亿市值的公司推到百亿以上，把100做到10000是他不具有的能力。所以真的一开始不看李的能力做大蔚来。主要原因李的能力管理普通员工问题不大，但是管理高水平的大拿员工，很多人还是不同心，离老马有差距。
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- 3body3body
  ·2019-04-05
  $拼多多(PDD)$中美贸易谈判收尾，估计有很大概率拼多多被抛弃了，网上卖假货会被大概率严重打击，拼多多还是先撤为妙。
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- 3body3body
  ·2018-12-31
  $微贷网(WEI)$对微贷网来讲这股票不上等死，上了找死。不上是死给自己看，上了是死给大家看。这个企业在行业大环境必死的情况下，已经到了天天挂点滴的地步。买了的逃不了，不买的也不会买。
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- 3body3body
  ·2018-11-17
  $微贷网(WEI)$里面的资料赶快抛，前一两个礼拜券商是承诺托价在10块，后面他不托了，股东就狂抛了，以后就是对折
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