【补】2020年9月_老虎社区_美港股上老虎

2020-09-26

【补】2020年9月23日在80块钱加仓了。

理由，基本想明白了，跟谁学能这么增长，是解决了以前新东方、学而思这样的线下机构一直没解决的问题：下沉市场全国市场。以前他们再nb，就nb个一二线城市，跟谁学这样的机构一杆子打到底，这个市场就太大了，增长空间太大了。

那么，为什么非得是跟谁学？也不非得是跟谁学，这个市场能容下太多玩家了，巨头玩家，因为市场太大。但是，先发优势，你挡不住啊，在线直播大班，是跟谁学最先跑出来的，这种“创新者的领先优势”，多少有点玄学，但是似乎确实是普遍规律？？？
$跟谁学(GSX)$
$有道(DAO)$
$好未来(TAL)$

（为啥不当天说？多少还是心虚的，股票这玩意谁敢打包票。）

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Seamus2015
2020-09-29
Seamus2015
别逗了，我教育从业者，接触大量教师以及学生，身边没人用这货
- Seamus2015回复大哥千万别站山上:
  学而思新东方甚至学大身边都有人在上课。在线的话小猿搜题学生用的也很多，有道的课程也有人报，就是没人用跟谁学。我的学生以及接触范围从北京到深圳，到太原，汕头这些二三线城市。不过听我大学同学说，小县城类好像有人用
- 大哥千万别站山上:
  敬你是干这个的，回复一下：1.每个人接触到的东西不一样，认知就不太一样。2.您反馈的信息是我期待的信息，要是每个人都知道或者身边人在用跟谁学，那，市场可能到头了。
教育老李
2020-09-26
教育老李
很对，一个网线解决中国教育资源均衡化问题，厉害！
大哥千万别站山上
2020-09-28
大哥千万别站山上
改正，9月3号。
Mrzebra
2020-09-26
Mrzebra
谎话说的自己都信了，这也是一种能力
虎先森258
2020-11-14
虎先森258
你好，现在还好吗？
老庄股也敢乱加仓 [汗颜]
kk妈咪
2020-10-01
kk妈咪
少儿编程这块有道是做的最好的，有道的课程回放也是做的最好的，看好它！

发表看法

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