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司马仲达
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Joined Dec 2020
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司马仲达
replied to comment
on
HUPSENG
.
You have to understand what hupseng is selling
3 years
·
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司马仲达
replied to comment
on
LIIHEN
.
如果3.5再加下一个季度高增长,pe会不合理
3 years
·
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司马仲达
replied to comment
on
PTRANS
.
Conso doesn’t change anything fundamental lolllllll
3 years
·
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司马仲达
replied to comment
on
RCECAP
.
那个估值最少有三个假设
1)永远获得利息
2)定期利率不变
3)不考虑capital growth
3 years
·
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司马仲达
replied to comment
on
RCECAP
.
所以我才想问他哈哈。还有五个人like lol。等下每个人就信了lolllll
3 years
·
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司马仲达
replied to comment
on
RCECAP
.
Samuel,请问为什么要*2
3 years
·
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