a***s 发帖数: 5417 | 1 when both revenue and earnings beat, great!
when revenue beat, wow, expanding quickly! great!
when revenue miss, earnings beat, wow, making more money now! great!
when both revenue and earnings miss, margin improves, wow! Margin higher!
Great! (This is what happened today.)
That's how WS explains amzn.
After all, all are bullshit. | w******f 发帖数: 620 | | k********8 发帖数: 7948 | 3 so, is market efficient?
do u think DCF and comp. shit useful?
【在 a***s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : when both revenue and earnings beat, great! : when revenue beat, wow, expanding quickly! great! : when revenue miss, earnings beat, wow, making more money now! great! : when both revenue and earnings miss, margin improves, wow! Margin higher! : Great! (This is what happened today.) : That's how WS explains amzn. : After all, all are bullshit.
| S*P 发帖数: 7575 | 4 LOL, only if MM wants to play... | k**o 发帖数: 15334 | 5 嗯,AMZN已经完全不可理喻了,miss top line and bottom line, stock
go up | k**o 发帖数: 15334 | 6 不过我觉得也是因为最近阶段有故事可炒的股票太少了。金融不行了,
新能源不行了,房市不行了,连苹果都不行了。现在也就AMZN和
GOOG还有点故事能炒炒。我觉得GOOG是真有故事,AMZN恐怕
几年内要狂掉。 | s*********d 发帖数: 1998 | 7 dcf no,comparables yes.
【在 k********8 的大作中提到】![](/moin_static193/solenoid/img/up.png) : so, is market efficient? : do u think DCF and comp. shit useful?
| a***s 发帖数: 5417 | 8 金融gs今天大涨。其实可以炒作的股票一直很多,只是MM会炒哪几个,
只有他们自己知道。
【在 k**o 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 不过我觉得也是因为最近阶段有故事可炒的股票太少了。金融不行了, : 新能源不行了,房市不行了,连苹果都不行了。现在也就AMZN和 : GOOG还有点故事能炒炒。我觉得GOOG是真有故事,AMZN恐怕 : 几年内要狂掉。
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