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股神八非忒
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股神八非忒
股神八非忒
·
2021-06-11
$ContextLogic Inc.(WISH)$
说解禁的难道不知道5月14号就已经解禁了么。
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股神八非忒
股神八非忒
·
2021-03-12
$ContextLogic Inc.(WISH)$
对比隔壁coupang简直是白菜价。感觉有闲钱做投资人的人都不是wish的目标群体，不太能理解wish的价值。7年前在国外留学有段时间穷的揭不开锅用过wish，留下了深刻的印象，倒不是说购物体验有多好，相反感觉这物流速度真是垃圾（现在应该好很多了）。但是它给了当时还是一穷二白的我选择的余地。让我惊异只要40加币就能买好多东西，还包邮（中国到加拿大）。后来慢慢有钱了就没有再用过了。回头想想wish也是陪我度过了艰难的一段日子。财报当天的业绩电话会以及昨天创始人和德意志银行的访谈我都完整的听了，感觉他们走在正确的道路上。创始人也相当脚踏实地，听他说话就知道是理科生般的理性跟务实。做投资时总是会有思维偏见，见惯了几百亿市值的公司很容易忽略这个世界上大多数人是买不起亚马逊会员的现实。
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股神八非忒
股神八非忒
·
2021-03-11
$ContextLogic Inc.(WISH)$
感觉有点像轧空，神仙打架。坐稳了，空头还没投降平仓呢。真正的行情还没来，这只是前菜。1200万未平仓做空，现在还早着呢。
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股神八非忒
股神八非忒
·
2021-03-11
$ContextLogic Inc.(WISH)$
股票价值长期来看取决于公司价值，短期来看取决于供求关系。截止到2/26号wish的未平仓做空是1200万，最近三个交易日做空占每日总交易量的30%（昨天是33%），我估计目前的未平仓做空至少应该在1500万股，也就是总流通股的30%。过去三天这么大量的做空股价依然在16-17之间徘徊，应该是有资金在抄底，更何况这个价位继续做空已经无利可图，估计目的还是不断打压吸收筹码平仓。我相信这1500万股不久就会变成我们的燃料。
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股神八非忒
股神八非忒
·
2021-03-10
$ContextLogic Inc.(WISH)$
截止到2月26号未平仓做空股数差不多1200万股，占总流通股的25%，现在估计绝大多数未平仓。空军力量已经基本耗尽了，所有信息也都摆上台面了。我不信他们接下来硬挺着不平仓。
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股神八非忒
股神八非忒
·
2021-03-09
$ContextLogic Inc.(WISH)$
就像我之前的发帖说的，因为stock-based compensation今年利润会很难看。这部分对利润的影响是3.8亿美金。但stock-based compensation是很多公司上市前都有的，并且是一次性的会计处理，并不影响估值。今年财务情况来看还是可以的，营收增速超预期，四季度扣非后的净亏损有缩减。整体来看是满意的，接下来就看市场了。
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股神八非忒
股神八非忒
·
2021-03-03
$ContextLogic Inc.(WISH)$
我个人还是看好wish的发展，但是不得不提醒一下各位，今年的财报利润可能会很难看。截止到20/9/30，大约有3.55亿美金的Stock-based Compensation是没有计入到利润表中的，因为这个计入的时点是按照上市时点来的，也就是说上市时才会被计入。换句话说今年的年报这3.55亿美金就会被计入，今年的利润会惨不忍睹。但是也需要明确的是，Stock-based Compensation是大部分科技公司都有的，另外这种费用只是财务处理并不是真实的费用也不代表公司盈利能力。公司一般也会披露non-GAAP的财务数据，把这种一次性费用剔除。我比较看好今年的non-GAAP数据。
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股神八非忒
股神八非忒
·
2021-02-12
$ContextLogic Inc.(WISH)$
我觉得19号前可能不会有什么动作，庄家很可能想等19号的期权被磨没了再开始表演。现在19号未平仓的看涨期权太多了。公司财务情况至少也要19号之后再公布，大家拿稳了。
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股神八非忒
股神八非忒
·
2021-02-11
$ContextLogic Inc.(WISH)$
大过年的能不能发个红包[贱笑]
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股神八非忒
股神八非忒
·
2021-01-23
$ContextLogic Inc.(WISH)$
下周一静默期结束，我已满仓，希望下周有惊喜
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Inc.(WISH)$感觉有点像轧空，神仙打架。坐稳了，空头还没投降平仓呢。真正的行情还没来，这只是前菜。1200万未平仓做空，现在还早着呢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328047788","isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321670723,"gmtCreate":1615433715162,"gmtModify":1703488993800,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>股票价值长期来看取决于公司价值，短期来看取决于供求关系。截止到2/26号wish的未平仓做空是1200万，最近三个交易日做空占每日总交易量的30%（昨天是33%），我估计目前的未平仓做空至少应该在1500万股，也就是总流通股的30%。过去三天这么大量的做空股价依然在16-17之间徘徊，应该是有资金在抄底，更何况这个价位继续做空已经无利可图，估计目的还是不断打压吸收筹码平仓。我相信这1500万股不久就会变成我们的燃料。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>股票价值长期来看取决于公司价值，短期来看取决于供求关系。截止到2/26号wish的未平仓做空是1200万，最近三个交易日做空占每日总交易量的30%（昨天是33%），我估计目前的未平仓做空至少应该在1500万股，也就是总流通股的30%。过去三天这么大量的做空股价依然在16-17之间徘徊，应该是有资金在抄底，更何况这个价位继续做空已经无利可图，估计目的还是不断打压吸收筹码平仓。我相信这1500万股不久就会变成我们的燃料。","text":"$ContextLogic Inc.(WISH)$股票价值长期来看取决于公司价值，短期来看取决于供求关系。截止到2/26号wish的未平仓做空是1200万，最近三个交易日做空占每日总交易量的30%（昨天是33%），我估计目前的未平仓做空至少应该在1500万股，也就是总流通股的30%。过去三天这么大量的做空股价依然在16-17之间徘徊，应该是有资金在抄底，更何况这个价位继续做空已经无利可图，估计目的还是不断打压吸收筹码平仓。我相信这1500万股不久就会变成我们的燃料。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/321670723","isVote":1,"tweetType":1,"viewCount":8185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"302257975270708","authorId":"302257975270708","name":"空空得只隼","avatar":"https://static.tigerbbs.com/8981b04da1c29d39ebbc436041bb1c08","crmLevel":9,"crmLevelSwitch":0,"idStr":"302257975270708","authorIdStr":"302257975270708"},"content":"每日做空数量看不到吧，做空机构左手倒右手，不是那么容易算出来的","text":"每日做空数量看不到吧，做空机构左手倒右手，不是那么容易算出来的","html":"每日做空数量看不到吧，做空机构左手倒右手，不是那么容易算出来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323449028,"gmtCreate":1615370317164,"gmtModify":1703488004060,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>截止到2月26号未平仓做空股数差不多1200万股，占总流通股的25%，现在估计绝大多数未平仓。空军力量已经基本耗尽了，所有信息也都摆上台面了。我不信他们接下来硬挺着不平仓。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>截止到2月26号未平仓做空股数差不多1200万股，占总流通股的25%，现在估计绝大多数未平仓。空军力量已经基本耗尽了，所有信息也都摆上台面了。我不信他们接下来硬挺着不平仓。","text":"$ContextLogic Inc.(WISH)$截止到2月26号未平仓做空股数差不多1200万股，占总流通股的25%，现在估计绝大多数未平仓。空军力量已经基本耗尽了，所有信息也都摆上台面了。我不信他们接下来硬挺着不平仓。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/323449028","isVote":1,"tweetType":1,"viewCount":8652,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576920671342655","authorId":"3576920671342655","name":"Peter_8711","avatar":"https://static.tigerbbs.com/ec38eae4c934dd5545a25d54de8754c6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576920671342655","authorIdStr":"3576920671342655"},"content":"楼主几块买了多少","text":"楼主几块买了多少","html":"楼主几块买了多少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329565814,"gmtCreate":1615259789038,"gmtModify":1703486396817,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>就像我之前的发帖说的，因为stock-based compensation今年利润会很难看。这部分对利润的影响是3.8亿美金。但stock-based compensation是很多公司上市前都有的，并且是一次性的会计处理，并不影响估值。今年财务情况来看还是可以的，营收增速超预期，四季度扣非后的净亏损有缩减。整体来看是满意的，接下来就看市场了。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>就像我之前的发帖说的，因为stock-based compensation今年利润会很难看。这部分对利润的影响是3.8亿美金。但stock-based compensation是很多公司上市前都有的，并且是一次性的会计处理，并不影响估值。今年财务情况来看还是可以的，营收增速超预期，四季度扣非后的净亏损有缩减。整体来看是满意的，接下来就看市场了。","text":"$ContextLogic Inc.(WISH)$就像我之前的发帖说的，因为stock-based compensation今年利润会很难看。这部分对利润的影响是3.8亿美金。但stock-based compensation是很多公司上市前都有的，并且是一次性的会计处理，并不影响估值。今年财务情况来看还是可以的，营收增速超预期，四季度扣非后的净亏损有缩减。整体来看是满意的，接下来就看市场了。","images":[{"img":"https://static.tigerbbs.com/4c124a19d4442e4742cd5b56f5a164a4","width":"1200","height":"2640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/329565814","isVote":1,"tweetType":1,"viewCount":8023,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549945572202302","authorId":"3549945572202302","name":"Leon要环游世界","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3549945572202302","authorIdStr":"3549945572202302"},"content":"关键是这个公司已经跌破发行价一大截了啊，早就超过财报不达预期的范围了吧？而且这种因扩张造成的亏损也是可以理解的啊","text":"关键是这个公司已经跌破发行价一大截了啊，早就超过财报不达预期的范围了吧？而且这种因扩张造成的亏损也是可以理解的啊","html":"关键是这个公司已经跌破发行价一大截了啊，早就超过财报不达预期的范围了吧？而且这种因扩张造成的亏损也是可以理解的啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365250434,"gmtCreate":1614749336828,"gmtModify":1703480625496,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>我个人还是看好wish的发展，但是不得不提醒一下各位，今年的财报利润可能会很难看。截止到20/9/30，大约有3.55亿美金的Stock-based Compensation是没有计入到利润表中的，因为这个计入的时点是按照上市时点来的，也就是说上市时才会被计入。换句话说今年的年报这3.55亿美金就会被计入，今年的利润会惨不忍睹。但是也需要明确的是，Stock-based Compensation是大部分科技公司都有的，另外这种费用只是财务处理并不是真实的费用也不代表公司盈利能力。公司一般也会披露non-GAAP的财务数据，把这种一次性费用剔除。我比较看好今年的non-GAAP数据。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>我个人还是看好wish的发展，但是不得不提醒一下各位，今年的财报利润可能会很难看。截止到20/9/30，大约有3.55亿美金的Stock-based Compensation是没有计入到利润表中的，因为这个计入的时点是按照上市时点来的，也就是说上市时才会被计入。换句话说今年的年报这3.55亿美金就会被计入，今年的利润会惨不忍睹。但是也需要明确的是，Stock-based Compensation是大部分科技公司都有的，另外这种费用只是财务处理并不是真实的费用也不代表公司盈利能力。公司一般也会披露non-GAAP的财务数据，把这种一次性费用剔除。我比较看好今年的non-GAAP数据。","text":"$ContextLogic Inc.(WISH)$我个人还是看好wish的发展，但是不得不提醒一下各位，今年的财报利润可能会很难看。截止到20/9/30，大约有3.55亿美金的Stock-based Compensation是没有计入到利润表中的，因为这个计入的时点是按照上市时点来的，也就是说上市时才会被计入。换句话说今年的年报这3.55亿美金就会被计入，今年的利润会惨不忍睹。但是也需要明确的是，Stock-based Compensation是大部分科技公司都有的，另外这种费用只是财务处理并不是真实的费用也不代表公司盈利能力。公司一般也会披露non-GAAP的财务数据，把这种一次性费用剔除。我比较看好今年的non-GAAP数据。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/365250434","isVote":1,"tweetType":1,"viewCount":7381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550658518879434","authorId":"3550658518879434","name":"疯狂虫虫","avatar":"https://static.tigerbbs.com/1f4672adf3fdd1f20650204e83be693c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3550658518879434","authorIdStr":"3550658518879434"},"content":"说明啥，涨还是跌呢","text":"说明啥，涨还是跌呢","html":"说明啥，涨还是跌呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386917733,"gmtCreate":1613126348022,"gmtModify":1613381691401,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>我觉得19号前可能不会有什么动作，庄家很可能想等19号的期权被磨没了再开始表演。现在19号未平仓的看涨期权太多了。公司财务情况至少也要19号之后再公布，大家拿稳了。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>我觉得19号前可能不会有什么动作，庄家很可能想等19号的期权被磨没了再开始表演。现在19号未平仓的看涨期权太多了。公司财务情况至少也要19号之后再公布，大家拿稳了。","text":"$ContextLogic Inc.(WISH)$我觉得19号前可能不会有什么动作，庄家很可能想等19号的期权被磨没了再开始表演。现在19号未平仓的看涨期权太多了。公司财务情况至少也要19号之后再公布，大家拿稳了。","images":[{"img":"https://static.tigerbbs.com/20432f81f7385c41d7e47092a59957cd","width":"476","height":"1030"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/386917733","isVote":1,"tweetType":1,"viewCount":7622,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494194328886206","authorId":"3494194328886206","name":"杭州叶荣添","avatar":"https://static.tigerbbs.com/3501b8f87bb95d1eec4029792d6547ee","crmLevel":9,"crmLevelSwitch":1,"idStr":"3494194328886206","authorIdStr":"3494194328886206"},"content":"19号即使出财报也不会好看的 大概率亏损加剧","text":"19号即使出财报也不会好看的 大概率亏损加剧","html":"19号即使出财报也不会好看的 大概率亏损加剧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388153474,"gmtCreate":1613039516598,"gmtModify":1703768651029,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>大过年的能不能发个红包[贱笑] ","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>大过年的能不能发个红包[贱笑] ","text":"$ContextLogic Inc.(WISH)$大过年的能不能发个红包[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388153474","isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310522268,"gmtCreate":1611334105354,"gmtModify":1703750032181,"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>下周一静默期结束，我已满仓，希望下周有惊喜","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>下周一静默期结束，我已满仓，希望下周有惊喜","text":"$ContextLogic Inc.(WISH)$下周一静默期结束，我已满仓，希望下周有惊喜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/310522268","isVote":1,"tweetType":1,"viewCount":4740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530675462118374","authorId":"3530675462118374","name":"股神八非忒","avatar":"https://static.tigerbbs.com/bba0c45c853ddabd6b0e6dbc43b7ade2","crmLevel":3,"crmLevelSwitch":0,"idStr":"3530675462118374","authorIdStr":"3530675462118374"},"content":"有的呀，45天的静默期，从上市日开始算。静默期内公司不能发布不包含在招股书里的信息，也就是新信息。。。","text":"有的呀，45天的静默期，从上市日开始算。静默期内公司不能发布不包含在招股书里的信息，也就是新信息。。。","html":"有的呀，45天的静默期，从上市日开始算。静默期内公司不能发布不包含在招股书里的信息，也就是新信息。。。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}