发布于: 雪球转发:0回复:0喜欢:0
回复@phymath888: stock price/earnings: qihu 178 or  < 200 times, NQ  132, a little >100 times

capitalization  /sales: qihu, 20 times, nq, about 10 times,//@phymath888:回复@hydream:"奇虎市值百亿而网秦十亿。同样争取1亿市值,奇虎提升1%而网秦提升10%", 网秦 hired a wall street guy as co-ceo, exporting QIHU's business model internationally, using "free" security/virus software to hook up more than 3MM customers into its expanding mobile platform of expanding product portfolio, leveraging building alliance with Telco companies to gain market share. do 洋人 competition of NQ have any business model like that? if not, NQ has a competitive advantage over its 洋人 competing companies. NQ cap/sale=about 10, yelp cap/sale=> 20, just a casual comp of price/sale ratio of its stocks
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2013-09-23 22:25
喜欢新浪的内容,却不喜欢曹会计天外飞仙般的资本运作手艺,所以远离$新浪(SINA)$。资本运作型中概股绝对不是小散能碰的,这也是我越来越慎重接触IPO的原因。 喜欢周大炮踏实做事,也熟悉$奇虎360(QIHU)$这个企业,买这家股票赚了大钱,但在80以上下车了,投资不是恋爱。另外奇虎过于人治,过于依...