v*r
3 楼
Jim Chanos 说他在烧 TSLA,NFLX.
"Caveating this section with the warning any stock he mentions, the audience
should assume he’s short, Chanos launches into a soliloquy on recent
frenzied stock moves:
“The problem like Tesla and Netflix .. is they have gone beyond an
interesting product or innovation, to becoming cult stocks, to becoming sort
of investments or speculation despite the fundamentals.
“The stock values are so predicated on the future ... which is so easy to
predict,” he adds a bit sarcastically. “The value is rising really really
quickly,” he adds, comparing it to 1999.
He notes, as an example, an analyst on Tesla that upgraded the price target
this morning, saying only 5% of the price target was based on cash flow
before 2020."
【在 M********i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 出啥事儿了?
"Caveating this section with the warning any stock he mentions, the audience
should assume he’s short, Chanos launches into a soliloquy on recent
frenzied stock moves:
“The problem like Tesla and Netflix .. is they have gone beyond an
interesting product or innovation, to becoming cult stocks, to becoming sort
of investments or speculation despite the fundamentals.
“The stock values are so predicated on the future ... which is so easy to
predict,” he adds a bit sarcastically. “The value is rising really really
quickly,” he adds, comparing it to 1999.
He notes, as an example, an analyst on Tesla that upgraded the price target
this morning, saying only 5% of the price target was based on cash flow
before 2020."
【在 M********i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 出啥事儿了?
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