Shein和$拼多多_老虎社区_美港股上老虎 - 老虎社区

三现主义_何佳

Shein和$拼多多(PDD)$在这方面的逻辑有点像：先采集消费端需求再向上影响供应链。

分享一个“万能公式”＝生产+制造+传播+信息差+摩擦(损耗、库存)+智商税(过高的溢价)
*以上为简化版

我们看企业时会着重分析企业改变了以上哪些环节，能否形成竞争优势。

想象有这样一家企业，【生产】环节能够压低采购价或通过【制造】环节的莱特效应降低成本，【传播】不怎么需要打广告，网络效应很强，中间没有几道贩子靠【信息差】赚差价，东西很好卖【摩擦】很少，最后卖出去还不收【智商税】，这样的企业一定很强，比如$好市多(COST)$。

*虽然把Costco夸得这么好，可是我们并不持有股票，理由是觉得贵，考虑到Costco类似一张长期债券+汇率波动，长期持有它并不是一个好选择。
*股市有风险，投资有风险，以上观点不构成作者及所在公司的投资建议、销售要约。

今天什么值得买？晒晒你的交易计划！

今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

低买高卖谁不会
2022-05-31
低买高卖谁不会
先采集消费端需求再向上影响供应链，这个作法有什么好处?
- 三现主义_何佳:
  首先这种作法很少见，其次代表企业都很成功，大概就是黄峥说的“把资本主义反过来”，值得研究。从商业逻辑来看，是行得通的。
豆腐王中王
2022-05-31
豆腐王中王
本来还想抄底一下好市多的，你这让我不好下手呀
弹力绳22
2022-05-31
弹力绳22
这样的通胀行情中，好市多要是不行，其余的股票就更不值得期待
丹尼尔加
2022-05-31
丹尼尔加
“万能公式”＝生产+制造+传播+信息差+摩擦(损耗、库存)+智商税(过高的溢价)，这个公式很有意思
光头祥儿
2022-05-31
光头祥儿
感谢分享！
宝宝金水_
2022-05-31
宝宝金水_
东西很好卖【摩擦】很少，最后卖出去还不收【智商税】，这是我好市多吗？

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