The Brief of Luckin Coffee Anonymous

钛媒体 报告作者对指控瑞幸造假欺诈列举了五大确凿铁证(SmokingGun Evidence)、六大风险警告(Redflag) 和五大商业模式缺陷,称其对981个门店进行了追踪,派出了92个全职和1400个兼职调查员,向超过1万名用户收集了25000多张用户小票 ,进行了11260个小时的门店录像,并且收集了大量内部微信聊天记录,真可谓下足了血本。

Origin from : https://m.tmtpost.com/4240365.html

此次MW携大量的匿名样本来势汹汹,LK目测得跪,但是网上优秀的解读已经很多,没必要重复解读,我就补充点我觉得可以学习东西的有趣的补充内容

浑水做空报告上有趣的英语

浑水( Muddy Waters Research ) 做空瑞幸( Luckin Coffee )的报告,第一页打开就列举了一些 Smoking Gun Evidence and Red Flag

image-20200202020947536

但是我只是隐约感到这两个词语是什么意思,理解得也不是很好,似乎挺有意思的,所以网上对报告的整体解读已经很多了,但是小白我还是先从英文单词学起 (///▽///)

Smokng Gun Evidence

The term “smoking gun” is a reference to an object or fact that serves as conclusive evidence of a crime or similar act, just short of being caught in flagrante delicto. “Smoking gun” refers to the strongest kind of circumstantial evidence, as opposed to direct evidence. Direct evidence would include the entire action: Pulling the trigger, firing the gun, and the victim falling.[1]
Orign from : https://en.wikipedia.org/wiki/Smoking_gun

可以看出 Smoking Gun Evidence 就是那种一击送你归天的铁证

Red Flag

The term red flag could mean either a literal flag used for signaling or, as a metaphor, a sign of some particular problem requiring attention.[2]
Origin from https://en.wikipedia.org/wiki/Red_flag_(idiom)

Red Flag 比较容易理解了,就是风险提示了

理解了后会发现中文翻译其实没有英文本身意会来得有意思,有木有?!

有关集体诉讼

我印象里面集体诉讼好像很简单,就是找个发起集体诉讼的律师事务所登记一下姓名和邮箱就可以了,但是中国国内的人购买美国的中概ADR是否主体不明能否有效维权我也不知道, 等待后续发酵 …

至于大概赔偿的力度,哈佛大学有篇SEC的对公民理赔的文章可以参考一下

Currently, the maximum penalties for each act or omission violating the securities laws are:

Tier Individual Entity
Tier 1— Any Violation $7,500 $80,000
Tier 2— A Violation Involving Fraud, Deceit, Manipulation or Deliberate or Reckless Disregard of Regulatory Requirement $80,000 $400,000
Tier 3— A Violation that Also Involves a Substantial Risk of Loss to Others or Gain to the Violator $160,000 $775,000

Origin from : https://corpgov.law.harvard.edu/2016/01/24/calculating-sec-civil-money-penalties/

现在可以看到老虎证券,雪盈证券,The Schall Law Firm都在发起集体诉讼的受害人征集了,那究竟去哪家投比较好呢?

集体诉讼的流程是什么?柳治平律师指出,在美国,首先是由不同的律所代表不同的投资者群体各自提起诉讼,然后通常在法官主持下合并成为一个大的集体诉讼,一般哪家律师事务所代理的投资者群体最大,就由哪家律所来主导诉讼。

Origin from : https://tech.sina.com.cn/i/2020-04-03/doc-iimxyqwa4809713.shtml

根据新浪财经引文里面说的,除了股东集体诉讼索赔,瑞幸可能还会受到中国证监会的罚款和美国证监会追究相关个人的刑责,瑞幸这次大概率是跪的,可惜了购物车里面的三四折的咖啡券 …

用 “Good Luckin” 群嘲

Wolfpack 在IQ的做空报告的里面有一段这样的文字

However, if what we’ve said thus far doesn’t concern you, all we can say is “good Luckin”

这是很有意思的,就是它的心态上是认为如果我说了那么多道理还无法触动你,那我只能跟你说一句“Good Luckin”,他显然是认为这个现象级的俚语是能唤起你对高危中概的惨痛记忆和高度警惕。所以即便是跳脱出IQ和lK,你以后想对其他中概发起高度警告,似乎说一句“Good Luckin”,大家也就秒懂了,真的有点悲哀啊!

image-20200409124815546


学习型的投资者可以加入我的讨论组进行交流讨论

Finance Group in Telegram : My Financial Telegram Group
Finance Group in Discord : My Financial Discord Group
微信讨论群可以关注微信公众号: iLeonVision 发信息跟我要进群二维码