The last time someone wrote this kind of short story was Southern Copper, right? Even for U, I don't think there's such high certainty 🐢$Yelp(YELP.US) mainly generates cash flow. If I had over a billion dollars, I'd buy the whole company.

LongPort - 奇迹的交易员cola
奇迹的交易员cola

Yelp-1

$Yelp(YELP.US) 是谁?他是藏在繁华街区里的收租佬,那你愿意用 6 折买下他的账本吗?想象一下,你漫步在纽约最繁华的街区,路过一排排热闹的餐厅、忙碌的修车行、精致的理发店。在这些店铺的背后,站着一个不起眼但不可或缺的收租佬。他手里没有一间实体店铺,但他拥有一本神奇的账本。这本账本上,密密麻麻记满了全城人的消费意愿:谁想找一家好吃的披萨店,谁家水管漏了,谁想换个新发型...

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