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？

发表看法

17

19

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":617047931,"tweetId":"617047931","gmtCreate":1653980512625,"gmtModify":1704858431430,"author":{"id":4115342086631580,"authorId":4115342086631580,"authorIdStr":"4115342086631580","name":"三现主义_何佳","avatar":"https://static.tigerbbs.com/36d0357ab58bcc5baa68ff47c09938ee","vip":2,"userType":2,"introduction":"望岳投资，二级市场的风投","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"45690586ebfb429d952407377828c6c0","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"今天什么值得买？晒晒你的交易计划！","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":45690586ebfb429d952407377828c6c0}&rnconfig={\"headerBarHidden\": true}","description":"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！","image":"https://static.tigerbbs.com/ce10cf181856307d0983c3bc1075120b"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\nShein和<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>在这方面的逻辑有点像：<b>先采集消费端需求再向上影响供应链。<br></b><br>分享一个<b>“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)</b><br>*以上为简化版<br><br>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。<br><br>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<a target=\"_blank\" href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>。<br><br>*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。<br>*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。<br></body></html>","htmlText":"<html><head></head><body>\nShein和<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>在这方面的逻辑有点像：<b>先采集消费端需求再向上影响供应链。<br></b><br>分享一个<b>“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)</b><br>*以上为简化版<br><br>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。<br><br>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<a target=\"_blank\" href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>。<br><br>*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。<br>*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。<br></body></html>","text":"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。","highlighted":2,"essential":2,"paper":1,"likeSize":19,"commentSize":17,"repostSize":2,"favoriteSize":0,"link":"https://laohu8.com/post/617047931","repostId":0,"isVote":1,"tweetType":1,"viewCount":11186,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["COST","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":649,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7448586,"gmtCreate":1653988382843,"gmtModify":1653988384003,"authorId":9000000000000311,"author":{"id":9000000000000311,"authorId":9000000000000311,"name":"低买高卖谁不会","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":0,"prevId":0,"content":"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?","text":"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?","html":"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?","likeSize":0,"commentSize":1,"subComments":[{"id":7448609,"gmtCreate":1653990323070,"gmtModify":1653990324378,"authorId":4115342086631580,"author":{"id":4115342086631580,"authorId":4115342086631580,"name":"三现主义_何佳","avatar":"https://static.tigerbbs.com/36d0357ab58bcc5baa68ff47c09938ee","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":7448586,"prevId":0,"content":"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。","text":"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。","html":"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。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7448592,"gmtCreate":1653988572601,"gmtModify":1653988574494,"authorId":9000000000000309,"author":{"id":9000000000000309,"authorId":9000000000000309,"name":"豆腐王中王","avatar":"https://static.tigerbbs.com/0978e0c1f253679968e223fb6b0c9557","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":0,"prevId":0,"content":"本来还想抄底一下好市多的，你这让我不好下手呀","text":"本来还想抄底一下好市多的，你这让我不好下手呀","html":"本来还想抄底一下好市多的，你这让我不好下手呀","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7448591,"gmtCreate":1653988548337,"gmtModify":1653988549279,"authorId":9000000000000315,"author":{"id":9000000000000315,"authorId":9000000000000315,"name":"弹力绳22","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":0,"prevId":0,"content":"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","text":"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","html":"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","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7448571,"gmtCreate":1653988140353,"gmtModify":1653988142562,"authorId":9000000000000316,"author":{"id":9000000000000316,"authorId":9000000000000316,"name":"丹尼尔加","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":0,"prevId":0,"content":"“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","text":"“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","html":"“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","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7448637,"gmtCreate":1653991897850,"gmtModify":1653991898728,"authorId":3586154874739658,"author":{"id":3586154874739658,"authorId":3586154874739658,"name":"光头祥儿","avatar":"https://static.tigerbbs.com/0ae84d3d9811051738e766f4e943b00a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":0,"prevId":0,"content":"感谢分享！","text":"感谢分享！","html":"感谢分享！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7448589,"gmtCreate":1653988481278,"gmtModify":1653988482218,"authorId":9000000000000159,"author":{"id":9000000000000159,"authorId":9000000000000159,"name":"宝宝金水_","avatar":"https://static.tigerbbs.com/0fc912a97b9cf4b68e780cc36db9f964","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":617047931,"type":1,"supId":0,"prevId":0,"content":"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？","text":"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？","html":"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？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/617047931"}