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做寿星不做股神
处于并长期处于通向大V的初级阶段。。。
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做寿星不做股神
2020-06-02
[666]
Sorry, the original content has been removed
做寿星不做股神
2020-04-24
[喷血]
@小虎活动:瑞幸杯比慘大會開始啦~
做寿星不做股神
2020-04-08
[惊讶]
Sorry, the original content has been removed
做寿星不做股神
2020-02-25
6666
Sorry, the original content has been removed
做寿星不做股神
2020-02-20
[强]
@小虎说英股:2020年你爲什麼應該投資英股?
做寿星不做股神
2020-02-19
[惊讶]
Sorry, the original content has been removed
做寿星不做股神
2020-02-07
[666] [666]
@小虎AV: 【專訪瑞德西韋臨牀研發團隊負責人】美國北卡大學教授Ralph Baric團隊曾在2016年負責瑞德西韋的臨牀研發,該藥品目前被寄希望用於治療新冠病毒肺炎。Baric接受梨視頻專訪稱,團隊研發的兩種核苷類藥物均可阻斷冠狀病毒的複製,在小鼠實驗中顯示有效。
$吉利德科學(GILD)$
做寿星不做股神
2020-02-02
[抱拳]
@Tony特别帅:看了瑞幸做空報告,反手買了一個call
做寿星不做股神
2020-01-31
[正经]
@Two:疫情中心地的湖北的上市公司
做寿星不做股神
2020-01-25
[正经] [正经]
@纳斯达克女神经:《囧媽》免費看,“電影院”急了!
做寿星不做股神
2020-01-21
pdd
做寿星不做股神
2020-01-14
[抱拳] [抱拳]
@SSally:我們來給瑞幸算一筆賬吧
做寿星不做股神
2019-12-20
Not bad,worth reading
@小虎AV: 【中概上市要花多少錢?中國公司赴美上市過程大揭祕!】上市律師爲你解讀:1)中國公司赴美上市有哪些環節?需要提前做什麼準備?2)赴美上市的時間與費用?3)律師眼裏中國公司赴美上市的難點在哪裏?4)作爲律師給準備赴美上市的公司有哪些建議?欲知中概上市詳情,請看視頻[喲喲]
$(SPY)$
$(.IXIC)$
做寿星不做股神
2019-12-06
$BILIBILI INC-SPONSORED ADR(BILI)$
[龇牙][龇牙]
做寿星不做股神
2019-11-13
$BILIBILI INC-SPONSORED ADR(BILI)$
[龇牙][龇牙]
做寿星不做股神
2019-11-07
$BILIBILI INC-SPONSORED ADR(BILI)$
[龇牙]
做寿星不做股神
2019-10-28
[财迷] [财迷]
@小虎AV: 【全球第一款區塊鏈馬桶&shi幣簡介】第一款區塊鏈馬桶終於誕生,全球限量1000臺!在區塊鏈概念日益火爆的今天,越來越多人投身到區塊鏈的浪潮中,在衆多大佬忙於包裝項目割韭菜的時候,有些人卻玩起了情懷。今天,爲大家介紹的是一款全新的區塊鏈項目—區塊鏈馬桶[笑哭]突然想起了虎幣[回頭]$(XNET)$$(NCTY)$
做寿星不做股神
2019-08-31
Make America Great Again[贱笑]
@小虎AV: 【中美兩公司成網紅:Costco福耀火了】中美兩大公司最近成了網紅:美國Costco超市在上海開業後爆滿限流,兩天市值暴漲560億元。而剛剛被奧巴馬加持的福耀玻璃,美國工廠上半年淨利潤逆勢同比增長23%。曹德旺說,中國需要美國,美國也需要中國[正經] $(600660)$ $(COST)$
做寿星不做股神
2018-12-28
[呆住]
Sorry, the original content has been removed
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特別委員會還聘請了獨立顧問,包括獨立法律顧問和法務會計師,以幫助此次內部調查。此外,特別委員會聘請了Kirkland&Ellis律師事務所作爲其獨立的外部法律顧問。目前,內部調查還處於初步階段。要說起來這事兒還得追溯到2月初, 渾水(Muddy Waters)當時發佈89頁報告宣佈做空瑞幸咖啡,聲稱瑞幸咖啡存在欺詐行爲,附上5個證據,6個信號和5個商業模式缺陷。不過當天香櫞就啪啪打臉渾水了。具體可以看這篇文章:<a href=\"https://laohu8.com/TW/915067969\" target=\"_blank\">兩大知名做空機構巔峯對決?瑞幸咖啡遭渾水做空,香櫞卻表示看多</a> 誰成想過了2個月,瑞幸居然自爆了! |接下來: 俗話suo的好,有虎友的地方,就有江湖,蔚來多空雙方迎來激烈混戰,各位能人異士紛紛出動。 小板凳準備好了嗎?讓我們一起來吃瓜。首先出場的是抄底小分隊 代表人物 @中國人民解放軍空軍大隊長","listText":"3月份我們做了全市場的比慘大會,這不4月剛出頭,我們又迎來<a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 的暴雷。值此歷史時刻,小虎君想邀請虎友們一起鑑證,歡迎大家在下貼留言,曬出你的持倉,贏取限量眼罩一個。 先來簡單說說今天咋回事兒 瑞幸咖啡今日宣佈,公司董事會已成了一個特別委員會,以監督一項內部調查。 瑞幸咖啡稱,在審計公司截至2019年12月31日的財政年度綜合財務報表期間,一些問題引發了董事會的關注,而該特別委員會將對這些問題的內部調查進行監督,公司公佈調查顯示僞造交易價值大約22億元人民幣。 該特別委員會由三名董事會獨立董事組成,分別爲Sean Shao、Tianruo Pu(濮天若)和Wai Yuen Chong,其中Sean Shao爲特別委員會主席。 特別委員會還聘請了獨立顧問,包括獨立法律顧問和法務會計師,以幫助此次內部調查。此外,特別委員會聘請了Kirkland&Ellis律師事務所作爲其獨立的外部法律顧問。目前,內部調查還處於初步階段。要說起來這事兒還得追溯到2月初, 渾水(Muddy Waters)當時發佈89頁報告宣佈做空瑞幸咖啡,聲稱瑞幸咖啡存在欺詐行爲,附上5個證據,6個信號和5個商業模式缺陷。不過當天香櫞就啪啪打臉渾水了。具體可以看這篇文章:<a href=\"https://laohu8.com/TW/915067969\" target=\"_blank\">兩大知名做空機構巔峯對決?瑞幸咖啡遭渾水做空,香櫞卻表示看多</a> 誰成想過了2個月,瑞幸居然自爆了! |接下來: 俗話suo的好,有虎友的地方,就有江湖,蔚來多空雙方迎來激烈混戰,各位能人異士紛紛出動。 小板凳準備好了嗎?讓我們一起來吃瓜。首先出場的是抄底小分隊 代表人物 @中國人民解放軍空軍大隊長","text":"3月份我們做了全市場的比慘大會,這不4月剛出頭,我們又迎來$瑞幸咖啡(LK)$ 的暴雷。值此歷史時刻,小虎君想邀請虎友們一起鑑證,歡迎大家在下貼留言,曬出你的持倉,贏取限量眼罩一個。 先來簡單說說今天咋回事兒 瑞幸咖啡今日宣佈,公司董事會已成了一個特別委員會,以監督一項內部調查。 瑞幸咖啡稱,在審計公司截至2019年12月31日的財政年度綜合財務報表期間,一些問題引發了董事會的關注,而該特別委員會將對這些問題的內部調查進行監督,公司公佈調查顯示僞造交易價值大約22億元人民幣。 該特別委員會由三名董事會獨立董事組成,分別爲Sean Shao、Tianruo Pu(濮天若)和Wai Yuen Chong,其中Sean Shao爲特別委員會主席。 特別委員會還聘請了獨立顧問,包括獨立法律顧問和法務會計師,以幫助此次內部調查。此外,特別委員會聘請了Kirkland&Ellis律師事務所作爲其獨立的外部法律顧問。目前,內部調查還處於初步階段。要說起來這事兒還得追溯到2月初, 渾水(Muddy Waters)當時發佈89頁報告宣佈做空瑞幸咖啡,聲稱瑞幸咖啡存在欺詐行爲,附上5個證據,6個信號和5個商業模式缺陷。不過當天香櫞就啪啪打臉渾水了。具體可以看這篇文章:兩大知名做空機構巔峯對決?瑞幸咖啡遭渾水做空,香櫞卻表示看多 誰成想過了2個月,瑞幸居然自爆了! |接下來: 俗話suo的好,有虎友的地方,就有江湖,蔚來多空雙方迎來激烈混戰,各位能人異士紛紛出動。 小板凳準備好了嗎?讓我們一起來吃瓜。首先出場的是抄底小分隊 代表人物 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,市值331.52億,滬股通標的股第八名$天","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/912782498","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":912387457,"gmtCreate":1579963983479,"gmtModify":1705422856732,"author":{"id":"11370140880182","authorId":"11370140880182","name":"做寿星不做股神","avatar":"https://static.tigerbbs.com/45d4a2a96eb7ab95419d66f19c4deba6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11370140880182","authorIdStr":"11370140880182"},"themes":[],"htmlText":"[正经] [正经]","listText":"[正经] [正经]","text":"[正经] [正经]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/912387457","repostId":"912318557","repostType":1,"repost":{"id":912318557,"gmtCreate":1579938520777,"gmtModify":1705422839417,"author":{"id":"20713508336808","authorId":"20713508336808","name":"纳斯达克女神经","avatar":"https://static.tigerbbs.com/15e2666c2d985a62cacb5bcb30705cea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20713508336808","authorIdStr":"20713508336808"},"themes":[],"title":"《囧媽》免費看,“電影院”急了!","htmlText":"這次《囧媽》網絡免費看,觀衆叫好的同時,背後卻是行業巨震,電影院生態鏈的“奶酪”被撬動了! 一家電影院的老闆說,這個春節得賠300萬。過去躺着賺錢的電影院,看到有人開始去網絡推免費看,怕! 目前三十多家公司,要求國家電影局立即叫停《囧媽》互聯網免費首播行爲,並舉行行業聽證會。如果繼續播出,將聯合對包括徐崢在內的《囧媽》各方進行“封殺”。 爲何免費看電影,徐崢賺更多呢? 過去電影院賺了大頭,作爲一個電影的投資方,100塊錢的票房只能夠拿到30,在任何一個國家都是匪夷所思的。春節本是一年之中銷量最高的檔期,都按最高銷售量來備貨,但現在影城閉館後,很多貨品都沒法退換,後期還得想辦法處理。周邊有人是做影樓周邊供貨的,這兩天可把徐崢罵慘了! 可樂和爆米花砸在手裏,還只是短暫的陣痛,而最讓院線擔心的,是他們中長期業績。小資金去投資一部電影和遊戲,都是大坑,過程各種不確定性拖住你,不相信的基本都還在坑裏。 不得不說,這次《囧媽》聯合字節跳動做網絡免費通道,只是一個開頭,相信已經警醒了衆多製片方,儘管會面對多方面的制約阻擾,但在這個領域的發展不會停下! <a href=\"https://laohu8.com/S/01003\">$歡喜傳媒(01003)$</a> <a href=\"https://laohu8.com/S/002739\">$萬達電影(002739)$</a> <a href=\"https://laohu8.com/S/002905\">$金逸影視(002905)$</a>","listText":"這次《囧媽》網絡免費看,觀衆叫好的同時,背後卻是行業巨震,電影院生態鏈的“奶酪”被撬動了! 一家電影院的老闆說,這個春節得賠300萬。過去躺着賺錢的電影院,看到有人開始去網絡推免費看,怕! 目前三十多家公司,要求國家電影局立即叫停《囧媽》互聯網免費首播行爲,並舉行行業聽證會。如果繼續播出,將聯合對包括徐崢在內的《囧媽》各方進行“封殺”。 爲何免費看電影,徐崢賺更多呢? 過去電影院賺了大頭,作爲一個電影的投資方,100塊錢的票房只能夠拿到30,在任何一個國家都是匪夷所思的。春節本是一年之中銷量最高的檔期,都按最高銷售量來備貨,但現在影城閉館後,很多貨品都沒法退換,後期還得想辦法處理。周邊有人是做影樓周邊供貨的,這兩天可把徐崢罵慘了! 可樂和爆米花砸在手裏,還只是短暫的陣痛,而最讓院線擔心的,是他們中長期業績。小資金去投資一部電影和遊戲,都是大坑,過程各種不確定性拖住你,不相信的基本都還在坑裏。 不得不說,這次《囧媽》聯合字節跳動做網絡免費通道,只是一個開頭,相信已經警醒了衆多製片方,儘管會面對多方面的制約阻擾,但在這個領域的發展不會停下! <a href=\"https://laohu8.com/S/01003\">$歡喜傳媒(01003)$</a> <a href=\"https://laohu8.com/S/002739\">$萬達電影(002739)$</a> <a href=\"https://laohu8.com/S/002905\">$金逸影視(002905)$</a>","text":"這次《囧媽》網絡免費看,觀衆叫好的同時,背後卻是行業巨震,電影院生態鏈的“奶酪”被撬動了! 一家電影院的老闆說,這個春節得賠300萬。過去躺着賺錢的電影院,看到有人開始去網絡推免費看,怕! 目前三十多家公司,要求國家電影局立即叫停《囧媽》互聯網免費首播行爲,並舉行行業聽證會。如果繼續播出,將聯合對包括徐崢在內的《囧媽》各方進行“封殺”。 爲何免費看電影,徐崢賺更多呢? 過去電影院賺了大頭,作爲一個電影的投資方,100塊錢的票房只能夠拿到30,在任何一個國家都是匪夷所思的。春節本是一年之中銷量最高的檔期,都按最高銷售量來備貨,但現在影城閉館後,很多貨品都沒法退換,後期還得想辦法處理。周邊有人是做影樓周邊供貨的,這兩天可把徐崢罵慘了! 可樂和爆米花砸在手裏,還只是短暫的陣痛,而最讓院線擔心的,是他們中長期業績。小資金去投資一部電影和遊戲,都是大坑,過程各種不確定性拖住你,不相信的基本都還在坑裏。 不得不說,這次《囧媽》聯合字節跳動做網絡免費通道,只是一個開頭,相信已經警醒了衆多製片方,儘管會面對多方面的制約阻擾,但在這個領域的發展不會停下! $歡喜傳媒(01003)$ $萬達電影(002739)$ $金逸影視(002905)$","images":[{"img":"https://static.tigerbbs.com/8e12b89406f952c370680dcacfa0a565"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/912318557","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":916253176,"gmtCreate":1579598919795,"gmtModify":1705422138468,"author":{"id":"11370140880182","authorId":"11370140880182","name":"做寿星不做股神","avatar":"https://static.tigerbbs.com/45d4a2a96eb7ab95419d66f19c4deba6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11370140880182","authorIdStr":"11370140880182"},"themes":[],"htmlText":"pdd","listText":"pdd","text":"pdd","images":[{"img":"https://static.tigerbbs.com/2c7b104db61978b5c42c58b80fb657d3","width":"650","height":"362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/916253176","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":918509618,"gmtCreate":1579013244334,"gmtModify":1705420925224,"author":{"id":"11370140880182","authorId":"11370140880182","name":"做寿星不做股神","avatar":"https://static.tigerbbs.com/45d4a2a96eb7ab95419d66f19c4deba6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11370140880182","authorIdStr":"11370140880182"},"themes":[],"htmlText":"[抱拳] [抱拳]","listText":"[抱拳] [抱拳]","text":"[抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/918509618","repostId":"918667780","repostType":1,"repost":{"id":918667780,"gmtCreate":1578941893940,"gmtModify":1705420746990,"author":{"id":"3503101861637632","authorId":"3503101861637632","name":"SSally","avatar":"https://static.tigerbbs.com/47359d8d1cd34a1d4a1e6b243e7814e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503101861637632","authorIdStr":"3503101861637632"},"themes":[],"title":"我們來給瑞幸算一筆賬吧","htmlText":"作者:sally 瑞幸咖啡,是2020年最大的泡沫,泡沫終究會隨着時間打回原形。—— sally 正文: 我將用最樂觀的的情況來計算瑞幸,看它講的資本故事,是否可以成立。 1.先算成本: 房租:瑞幸大部分門店選擇:辦公圈附近+稍微偏些但是不是特別偏僻+店面不大,平均房租9000元(事實上在一線城市需要2W左右一個月,成本取最低9K,凡是開過店的都明白這個價格非常低) 9000元/月房租*5000家門店(我們腦補幫瑞幸開了五千家)*12個月=540000000(RMB)———— 年月租 人工: 單店人工費用2名固定員工+1名流動員工 3500+3500+2500=9500/月(事實上在一線城市人工費用需月薪超4000元,哪怕一個工廠工人都要4500元。這麼低廉的工資成本,凡是個小老闆都明白是做夢) 9500元/月*5000家門店*12個月=570000000(RMB)———— 年人工成本(不包含高層等管理人員、高薪員工) 以上綜合爲:570000000+540000000=1110000000RMB /匯率取 7 = 1.58億美元 2.再算盈利 咱們腦補瑞幸開了五千家店,且每家店一天賣100杯。 100杯什麼概念知道不?以瑞幸3分鐘一杯算,100杯需要8個小時營業時間,其中的5個小時,不停的賣咖啡。 而且是全國五千家,每天有五個小時,不停的賣咖啡。纔可以賣到平均100杯這樣子....... 但是瑞幸是朝陽,是咖啡之神,所以咱們就腦補瑞幸未來能五千家同時每天都能不停的賣5個小時,共100杯 100杯*15元(瑞幸單價平均13,咱們把未來瑞幸漲價算進去,按15元算)*30天*12個月*5000家店/匯率7 得出:385714285美元 即:3.85億美元。牛皮!! 哎呀 忘了計算成本。 每杯成本(7毛杯子+2毛奶泡+3毛咖啡豆+1毛吸管+2毛水電費)即1.5元...成本摳的我都","listText":"作者:sally 瑞幸咖啡,是2020年最大的泡沫,泡沫終究會隨着時間打回原形。—— sally 正文: 我將用最樂觀的的情況來計算瑞幸,看它講的資本故事,是否可以成立。 1.先算成本: 房租:瑞幸大部分門店選擇:辦公圈附近+稍微偏些但是不是特別偏僻+店面不大,平均房租9000元(事實上在一線城市需要2W左右一個月,成本取最低9K,凡是開過店的都明白這個價格非常低) 9000元/月房租*5000家門店(我們腦補幫瑞幸開了五千家)*12個月=540000000(RMB)———— 年月租 人工: 單店人工費用2名固定員工+1名流動員工 3500+3500+2500=9500/月(事實上在一線城市人工費用需月薪超4000元,哪怕一個工廠工人都要4500元。這麼低廉的工資成本,凡是個小老闆都明白是做夢) 9500元/月*5000家門店*12個月=570000000(RMB)———— 年人工成本(不包含高層等管理人員、高薪員工) 以上綜合爲:570000000+540000000=1110000000RMB /匯率取 7 = 1.58億美元 2.再算盈利 咱們腦補瑞幸開了五千家店,且每家店一天賣100杯。 100杯什麼概念知道不?以瑞幸3分鐘一杯算,100杯需要8個小時營業時間,其中的5個小時,不停的賣咖啡。 而且是全國五千家,每天有五個小時,不停的賣咖啡。纔可以賣到平均100杯這樣子....... 但是瑞幸是朝陽,是咖啡之神,所以咱們就腦補瑞幸未來能五千家同時每天都能不停的賣5個小時,共100杯 100杯*15元(瑞幸單價平均13,咱們把未來瑞幸漲價算進去,按15元算)*30天*12個月*5000家店/匯率7 得出:385714285美元 即:3.85億美元。牛皮!! 哎呀 忘了計算成本。 每杯成本(7毛杯子+2毛奶泡+3毛咖啡豆+1毛吸管+2毛水電費)即1.5元...成本摳的我都","text":"作者:sally 瑞幸咖啡,是2020年最大的泡沫,泡沫終究會隨着時間打回原形。—— sally 正文: 我將用最樂觀的的情況來計算瑞幸,看它講的資本故事,是否可以成立。 1.先算成本: 房租:瑞幸大部分門店選擇:辦公圈附近+稍微偏些但是不是特別偏僻+店面不大,平均房租9000元(事實上在一線城市需要2W左右一個月,成本取最低9K,凡是開過店的都明白這個價格非常低) 9000元/月房租*5000家門店(我們腦補幫瑞幸開了五千家)*12個月=540000000(RMB)———— 年月租 人工: 單店人工費用2名固定員工+1名流動員工 3500+3500+2500=9500/月(事實上在一線城市人工費用需月薪超4000元,哪怕一個工廠工人都要4500元。這麼低廉的工資成本,凡是個小老闆都明白是做夢) 9500元/月*5000家門店*12個月=570000000(RMB)———— 年人工成本(不包含高層等管理人員、高薪員工) 以上綜合爲:570000000+540000000=1110000000RMB /匯率取 7 = 1.58億美元 2.再算盈利 咱們腦補瑞幸開了五千家店,且每家店一天賣100杯。 100杯什麼概念知道不?以瑞幸3分鐘一杯算,100杯需要8個小時營業時間,其中的5個小時,不停的賣咖啡。 而且是全國五千家,每天有五個小時,不停的賣咖啡。纔可以賣到平均100杯這樣子....... 但是瑞幸是朝陽,是咖啡之神,所以咱們就腦補瑞幸未來能五千家同時每天都能不停的賣5個小時,共100杯 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每杯成本(7毛杯子+2毛奶泡+3毛咖啡豆+1毛吸管+2毛水電費)即1.5元...成本摳的我都","images":[{"img":"https://static.tigerbbs.com/b28abb76528839c1811a5e00f9e7d18b"},{"img":"https://static.tigerbbs.com/68933ec2dd8ad51048be58ea0b2a0120"},{"img":"https://static.tigerbbs.com/6871aab479d5e196a861a0f857cce856"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/918667780","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":919498592,"gmtCreate":1576844115616,"gmtModify":1705417416104,"author":{"id":"11370140880182","authorId":"11370140880182","name":"做寿星不做股神","avatar":"https://static.tigerbbs.com/45d4a2a96eb7ab95419d66f19c4deba6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11370140880182","authorIdStr":"11370140880182"},"themes":[],"htmlText":"Not bad,worth reading","listText":"Not bad,worth reading","text":"Not bad,worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/919498592","repostId":"919572311","repostType":1,"repost":{"id":919572311,"gmtCreate":1576828102032,"gmtModify":1705417390806,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【中概上市要花多少錢?中國公司赴美上市過程大揭祕!】上市律師爲你解讀:1)中國公司赴美上市有哪些環節?需要提前做什麼準備?2)赴美上市的時間與費用?3)律師眼裏中國公司赴美上市的難點在哪裏?4)作爲律師給準備赴美上市的公司有哪些建議?欲知中概上市詳情,請看視頻[喲喲] <a href=\"https://laohu8.com/S/SPY\">$(SPY)$</a><a href=\"https://laohu8.com/S/.IXIC\">$(.IXIC)$</a>\n 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Gun Evidence)公司黑歷史(red flag)商業模式缺陷(Business Model Flaw)項下分別有5條,6條和5條原因論述。其中證據和黑歷史被歸爲欺詐一欄。但私以爲,真正的重點是證據,公司黑歷史和商業模式只能說是風險披露,真的,誰沒有黑歷","listText":"渾水選擇在正月初八公佈做空瑞幸的報告,沒太噁心人,知道讓瑞幸的ir放完一個標準春節假期。但發佈時值午夜,估計ir心情也好不到哪兒去瀏覽了一下這份89頁的報告,本着看都看了的選擇,就隨手寫寫。先說我的結論,不瞞各位,瀏覽了完前27頁後我買了一個較爲遠期的價外call[暗中觀察]解釋起來就是:有風險,略看多,輕度投機這篇報告發布的宏觀背景,可謂天時地利。這幾天大家都處於一種信息量過載狀態,畢竟深刻涉及到有沒有命花錢的風險擺在這兒,誰也不敢掉以輕心。不過大抵有錢人考慮的和我等吊絲不一樣,我等考慮的是如何花錢搶口罩搶菜保命,有錢人想的是命還在怎麼掙錢,也就有了渾水在這個渾水時刻取巧公佈報告。恐慌是空頭的好朋友,誰都知道順勢是一件多麼舒服的事情。今天理論上就是渾水的黃道吉日。這是一份信息過載的報告。信息量大有什麼問題?這幾天各種謠言和科普文章漫天飛舞,不乏謠言夾雜科普以及科普夾雜謠言的文章。就像屎裏有巧克力和巧克力裏有屎。大量的信息會混淆人的判斷能力。假如一件事是√,那麼很好判斷下一步的行動。但如果這件事是√×√×××√,你又當如何呢?判斷除了對錯以外,還有理解偏差。這幾天看到各種的科學數據和術語被各類人羣誤讀,寫出來是客觀的,理解上出現各種偏差。所以,一份89頁的報告,想讓人看完後達成一致共識實在是太難了,所以就挑在意的地方講,我就要我覺得。報告很符合閱讀規範,前兩頁是綜述,簡單概括看空原因:瑞倖存在欺詐和商業模式崩盤,後面87頁是渾水的調查取證推理過程和數據展示。欺詐和商業模式被分爲三部分論述,分別是:證據(Smoking Gun Evidence)公司黑歷史(red flag)商業模式缺陷(Business Model Flaw)項下分別有5條,6條和5條原因論述。其中證據和黑歷史被歸爲欺詐一欄。但私以爲,真正的重點是證據,公司黑歷史和商業模式只能說是風險披露,真的,誰沒有黑歷","text":"渾水選擇在正月初八公佈做空瑞幸的報告,沒太噁心人,知道讓瑞幸的ir放完一個標準春節假期。但發佈時值午夜,估計ir心情也好不到哪兒去瀏覽了一下這份89頁的報告,本着看都看了的選擇,就隨手寫寫。先說我的結論,不瞞各位,瀏覽了完前27頁後我買了一個較爲遠期的價外call[暗中觀察]解釋起來就是:有風險,略看多,輕度投機這篇報告發布的宏觀背景,可謂天時地利。這幾天大家都處於一種信息量過載狀態,畢竟深刻涉及到有沒有命花錢的風險擺在這兒,誰也不敢掉以輕心。不過大抵有錢人考慮的和我等吊絲不一樣,我等考慮的是如何花錢搶口罩搶菜保命,有錢人想的是命還在怎麼掙錢,也就有了渾水在這個渾水時刻取巧公佈報告。恐慌是空頭的好朋友,誰都知道順勢是一件多麼舒服的事情。今天理論上就是渾水的黃道吉日。這是一份信息過載的報告。信息量大有什麼問題?這幾天各種謠言和科普文章漫天飛舞,不乏謠言夾雜科普以及科普夾雜謠言的文章。就像屎裏有巧克力和巧克力裏有屎。大量的信息會混淆人的判斷能力。假如一件事是√,那麼很好判斷下一步的行動。但如果這件事是√×√×××√,你又當如何呢?判斷除了對錯以外,還有理解偏差。這幾天看到各種的科學數據和術語被各類人羣誤讀,寫出來是客觀的,理解上出現各種偏差。所以,一份89頁的報告,想讓人看完後達成一致共識實在是太難了,所以就挑在意的地方講,我就要我覺得。報告很符合閱讀規範,前兩頁是綜述,簡單概括看空原因:瑞倖存在欺詐和商業模式崩盤,後面87頁是渾水的調查取證推理過程和數據展示。欺詐和商業模式被分爲三部分論述,分別是:證據(Smoking Gun Evidence)公司黑歷史(red flag)商業模式缺陷(Business Model 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肺炎疫情的中心之地,這塊土地上有多少上市公司。從區域板塊瞭解了一下,A股滬深有3600餘家上市公司,湖北有107家,而武漢有60餘家。湖北指數1842.68春節休假前最後一天跌了3.75%,在國內省份跌幅排行榜排第二。如果迎來一個抄底機會,你會買嗎!?省內排名市值前十的上公司第一名<a href=\"https://laohu8.com/S/600745\">$聞泰科技(600745)$</a> ,市值1405億,芯片概念,目前被美國高通公司列為5G關鍵合作夥伴。第二名<a href=\"https://laohu8.com/S/600703\">$三安光電(600703)$</a> ,市值920億,集成電路概念,第三名<a href=\"https://laohu8.com/S/000708\">$中信特鋼(000708)$</a> ,市值634.8億,特鋼概念第四名<a href=\"https://laohu8.com/S/000785\">$居然之家(000785)$</a> ,市值580.31億,阿裡佈局新零售,第五名<a href=\"https://laohu8.com/S/600801\">$華新水泥(600801)$</a> ,市值488.67億,水泥第六名<a href=\"https://laohu8.com/S/000783\">$長江證券(000783)$</a> ,市值380.4億,msci概念,msci樣板股第七名<a href=\"https://laohu8.com/S/601162\">$天風證券(601162)$</a> ,市值331.52億,滬股通標的股第八名<a href=\"https://laohu8.com/S/000627\">$天</a>","listText":" 肺炎疫情的中心之地,這塊土地上有多少上市公司。從區域板塊瞭解了一下,A股滬深有3600餘家上市公司,湖北有107家,而武漢有60餘家。湖北指數1842.68春節休假前最後一天跌了3.75%,在國內省份跌幅排行榜排第二。如果迎來一個抄底機會,你會買嗎!?省內排名市值前十的上公司第一名<a href=\"https://laohu8.com/S/600745\">$聞泰科技(600745)$</a> ,市值1405億,芯片概念,目前被美國高通公司列為5G關鍵合作夥伴。第二名<a href=\"https://laohu8.com/S/600703\">$三安光電(600703)$</a> ,市值920億,集成電路概念,第三名<a href=\"https://laohu8.com/S/000708\">$中信特鋼(000708)$</a> ,市值634.8億,特鋼概念第四名<a href=\"https://laohu8.com/S/000785\">$居然之家(000785)$</a> ,市值580.31億,阿裡佈局新零售,第五名<a href=\"https://laohu8.com/S/600801\">$華新水泥(600801)$</a> ,市值488.67億,水泥第六名<a href=\"https://laohu8.com/S/000783\">$長江證券(000783)$</a> ,市值380.4億,msci概念,msci樣板股第七名<a href=\"https://laohu8.com/S/601162\">$天風證券(601162)$</a> ,市值331.52億,滬股通標的股第八名<a href=\"https://laohu8.com/S/000627\">$天</a>","text":"肺炎疫情的中心之地,這塊土地上有多少上市公司。從區域板塊瞭解了一下,A股滬深有3600餘家上市公司,湖北有107家,而武漢有60餘家。湖北指數1842.68春節休假前最後一天跌了3.75%,在國內省份跌幅排行榜排第二。如果迎來一個抄底機會,你會買嗎!?省內排名市值前十的上公司第一名$聞泰科技(600745)$ ,市值1405億,芯片概念,目前被美國高通公司列為5G關鍵合作夥伴。第二名$三安光電(600703)$ ,市值920億,集成電路概念,第三名$中信特鋼(000708)$ ,市值634.8億,特鋼概念第四名$居然之家(000785)$ ,市值580.31億,阿裡佈局新零售,第五名$華新水泥(600801)$ ,市值488.67億,水泥第六名$長江證券(000783)$ ,市值380.4億,msci概念,msci樣板股第七名$天風證券(601162)$ ,市值331.52億,滬股通標的股第八名$天","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/912782498","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":918509618,"gmtCreate":1579013244334,"gmtModify":1705420925224,"author":{"id":"11370140880182","authorId":"11370140880182","name":"做寿星不做股神","avatar":"https://static.tigerbbs.com/45d4a2a96eb7ab95419d66f19c4deba6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11370140880182","authorIdStr":"11370140880182"},"themes":[],"htmlText":"[抱拳] [抱拳]","listText":"[抱拳] [抱拳]","text":"[抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/918509618","repostId":"918667780","repostType":1,"repost":{"id":918667780,"gmtCreate":1578941893940,"gmtModify":1705420746990,"author":{"id":"3503101861637632","authorId":"3503101861637632","name":"SSally","avatar":"https://static.tigerbbs.com/47359d8d1cd34a1d4a1e6b243e7814e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503101861637632","authorIdStr":"3503101861637632"},"themes":[],"title":"我們來給瑞幸算一筆賬吧","htmlText":"作者:sally 瑞幸咖啡,是2020年最大的泡沫,泡沫終究會隨着時間打回原形。—— sally 正文: 我將用最樂觀的的情況來計算瑞幸,看它講的資本故事,是否可以成立。 1.先算成本: 房租:瑞幸大部分門店選擇:辦公圈附近+稍微偏些但是不是特別偏僻+店面不大,平均房租9000元(事實上在一線城市需要2W左右一個月,成本取最低9K,凡是開過店的都明白這個價格非常低) 9000元/月房租*5000家門店(我們腦補幫瑞幸開了五千家)*12個月=540000000(RMB)———— 年月租 人工: 單店人工費用2名固定員工+1名流動員工 3500+3500+2500=9500/月(事實上在一線城市人工費用需月薪超4000元,哪怕一個工廠工人都要4500元。這麼低廉的工資成本,凡是個小老闆都明白是做夢) 9500元/月*5000家門店*12個月=570000000(RMB)———— 年人工成本(不包含高層等管理人員、高薪員工) 以上綜合爲:570000000+540000000=1110000000RMB /匯率取 7 = 1.58億美元 2.再算盈利 咱們腦補瑞幸開了五千家店,且每家店一天賣100杯。 100杯什麼概念知道不?以瑞幸3分鐘一杯算,100杯需要8個小時營業時間,其中的5個小時,不停的賣咖啡。 而且是全國五千家,每天有五個小時,不停的賣咖啡。纔可以賣到平均100杯這樣子....... 但是瑞幸是朝陽,是咖啡之神,所以咱們就腦補瑞幸未來能五千家同時每天都能不停的賣5個小時,共100杯 100杯*15元(瑞幸單價平均13,咱們把未來瑞幸漲價算進去,按15元算)*30天*12個月*5000家店/匯率7 得出:385714285美元 即:3.85億美元。牛皮!! 哎呀 忘了計算成本。 每杯成本(7毛杯子+2毛奶泡+3毛咖啡豆+1毛吸管+2毛水電費)即1.5元...成本摳的我都","listText":"作者:sally 瑞幸咖啡,是2020年最大的泡沫,泡沫終究會隨着時間打回原形。—— sally 正文: 我將用最樂觀的的情況來計算瑞幸,看它講的資本故事,是否可以成立。 1.先算成本: 房租:瑞幸大部分門店選擇:辦公圈附近+稍微偏些但是不是特別偏僻+店面不大,平均房租9000元(事實上在一線城市需要2W左右一個月,成本取最低9K,凡是開過店的都明白這個價格非常低) 9000元/月房租*5000家門店(我們腦補幫瑞幸開了五千家)*12個月=540000000(RMB)———— 年月租 人工: 單店人工費用2名固定員工+1名流動員工 3500+3500+2500=9500/月(事實上在一線城市人工費用需月薪超4000元,哪怕一個工廠工人都要4500元。這麼低廉的工資成本,凡是個小老闆都明白是做夢) 9500元/月*5000家門店*12個月=570000000(RMB)———— 年人工成本(不包含高層等管理人員、高薪員工) 以上綜合爲:570000000+540000000=1110000000RMB /匯率取 7 = 1.58億美元 2.再算盈利 咱們腦補瑞幸開了五千家店,且每家店一天賣100杯。 100杯什麼概念知道不?以瑞幸3分鐘一杯算,100杯需要8個小時營業時間,其中的5個小時,不停的賣咖啡。 而且是全國五千家,每天有五個小時,不停的賣咖啡。纔可以賣到平均100杯這樣子....... 但是瑞幸是朝陽,是咖啡之神,所以咱們就腦補瑞幸未來能五千家同時每天都能不停的賣5個小時,共100杯 100杯*15元(瑞幸單價平均13,咱們把未來瑞幸漲價算進去,按15元算)*30天*12個月*5000家店/匯率7 得出:385714285美元 即:3.85億美元。牛皮!! 哎呀 忘了計算成本。 每杯成本(7毛杯子+2毛奶泡+3毛咖啡豆+1毛吸管+2毛水電費)即1.5元...成本摳的我都","text":"作者:sally 瑞幸咖啡,是2020年最大的泡沫,泡沫終究會隨着時間打回原形。—— sally 正文: 我將用最樂觀的的情況來計算瑞幸,看它講的資本故事,是否可以成立。 1.先算成本: 房租:瑞幸大部分門店選擇:辦公圈附近+稍微偏些但是不是特別偏僻+店面不大,平均房租9000元(事實上在一線城市需要2W左右一個月,成本取最低9K,凡是開過店的都明白這個價格非常低) 9000元/月房租*5000家門店(我們腦補幫瑞幸開了五千家)*12個月=540000000(RMB)———— 年月租 人工: 單店人工費用2名固定員工+1名流動員工 3500+3500+2500=9500/月(事實上在一線城市人工費用需月薪超4000元,哪怕一個工廠工人都要4500元。這麼低廉的工資成本,凡是個小老闆都明白是做夢) 9500元/月*5000家門店*12個月=570000000(RMB)———— 年人工成本(不包含高層等管理人員、高薪員工) 以上綜合爲:570000000+540000000=1110000000RMB /匯率取 7 = 1.58億美元 2.再算盈利 咱們腦補瑞幸開了五千家店,且每家店一天賣100杯。 100杯什麼概念知道不?以瑞幸3分鐘一杯算,100杯需要8個小時營業時間,其中的5個小時,不停的賣咖啡。 而且是全國五千家,每天有五個小時,不停的賣咖啡。纔可以賣到平均100杯這樣子....... 但是瑞幸是朝陽,是咖啡之神,所以咱們就腦補瑞幸未來能五千家同時每天都能不停的賣5個小時,共100杯 100杯*15元(瑞幸單價平均13,咱們把未來瑞幸漲價算進去,按15元算)*30天*12個月*5000家店/匯率7 得出:385714285美元 即:3.85億美元。牛皮!! 哎呀 忘了計算成本。 每杯成本(7毛杯子+2毛奶泡+3毛咖啡豆+1毛吸管+2毛水電費)即1.5元...成本摳的我都","images":[{"img":"https://static.tigerbbs.com/b28abb76528839c1811a5e00f9e7d18b"},{"img":"https://static.tigerbbs.com/68933ec2dd8ad51048be58ea0b2a0120"},{"img":"https://static.tigerbbs.com/6871aab479d5e196a861a0f857cce856"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/918667780","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":919498592,"gmtCreate":1576844115616,"gmtModify":1705417416104,"author":{"id":"11370140880182","authorId":"11370140880182","name":"做寿星不做股神","avatar":"https://static.tigerbbs.com/45d4a2a96eb7ab95419d66f19c4deba6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11370140880182","authorIdStr":"11370140880182"},"themes":[],"htmlText":"Not bad,worth reading","listText":"Not bad,worth reading","text":"Not bad,worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/919498592","repostId":"919572311","repostType":1,"repost":{"id":919572311,"gmtCreate":1576828102032,"gmtModify":1705417390806,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【中概上市要花多少錢?中國公司赴美上市過程大揭祕!】上市律師爲你解讀:1)中國公司赴美上市有哪些環節?需要提前做什麼準備?2)赴美上市的時間與費用?3)律師眼裏中國公司赴美上市的難點在哪裏?4)作爲律師給準備赴美上市的公司有哪些建議?欲知中概上市詳情,請看視頻[喲喲] <a href=\"https://laohu8.com/S/SPY\">$(SPY)$</a><a href=\"https://laohu8.com/S/.IXIC\">$(.IXIC)$</a>\n 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$(SPY)$$(.IXIC)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/919572311","isVote":1,"tweetType":2,"object":{"id":"6d624596a7db4893ba49d64b8e3db6d5","tweetId":"919572311","videoUrl":"http://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/8e91bc9d5285890796668435364/v.f20.mp4","poster":"https://static.tigerbbs.com/da192c458ddb9d8fbcab889327d4cf18"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}