太急张三疯的个人主页 - 老虎社区

太急张三疯

太急张三疯

One apple a day，感恩富有

IP属地：广东

185关注

18粉丝

11主题

0勋章

太急张三疯

2021-02-16

$维珍银河(SPCE)$飞了吗

太急张三疯

2021-02-16

有点贵吧

抱歉，原内容已删除

太急张三疯

2021-02-12

$维珍银河(SPCE)$20见了兄弟们

太急张三疯

2021-02-11

散股

@先生666666666:$阿里巴巴-SW(09988)$啥意思

太急张三疯

2021-02-04

$维珍银河(SPCE)$操作没做好，成本不断抬高[捂脸]

太急张三疯

2021-02-02

$维珍银河(SPCE)$谢谢，虽然成本高，但我会一直拿着的，有机会我会继续加

太急张三疯

2021-01-20

$维珍银河(SPCE)$我干了，你们随意

太急张三疯

2021-01-14

$维珍银河(SPCE)$什么原因？

太急张三疯

2020-12-28

高瓴厉害

GP们，别让王慧文跑了

太急张三疯

2020-12-08

学习

直播：4节课带你进阶期权实战（全）

太急张三疯

2020-10-23

$维珍银河(SPCE)$看到你们都这么乐观，我就放心走了…[开心]

太急张三疯

2020-10-01

那又怎样？

抱歉，原内容已删除

太急张三疯

2020-06-22

我认为会比较极端，不是在10.5以上就会到6.5以下

@胖虎哒哒:【投票】腾讯千万增持，蔚来周五收盘价多少？

太急张三疯

2020-03-12

$嘉年华邮轮(CCL)$好惨啊…

太急张三疯

2020-02-28

$嘉年华邮轮(CCL)$没有一直涨的价格，也没有一直跌的价格。做股票要先学会防控风险，所有的股票都有一个共性，上涨速度慢，下跌速度快。所以大多数人都是会进场，不会出场。一定要学会空仓 #活着不难，金钱不眠#

太急张三疯

2019-12-21

$流利说(LAIX)$这是怎么回事

太急张三疯

2019-12-20

$流利说(LAIX)$🤔

太急张三疯

2018-12-18

$Advaxis Inc.(ADXS)$ 脚跟斩

太急张三疯

2018-10-18

$玉龙生态材料有限公司(YECO)$ 我一夜暴富了？

太急张三疯

2018-10-18

$Integrated Media Technology Limited(IMTE)$ 上车！

去老虎APP查看更多动态

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14:37","market":"hk","language":"zh","title":"GP们，别让王慧文跑了","url":"https://stock-news.laohu8.com/highlight/detail?id=1154623481","media":"投中网","summary":"请问，有哪家GP还没有去按王慧文的门铃吗？\n王慧文早就被GP们盯上了。\n年初王慧文发布退休计划，一张流传的截图显示，6月底的一天，他深夜朋友圈发文，“悄悄的我走了，正如我悄悄的来；我挥一挥衣袖，不带走","content":"<p>请问，有哪家GP还没有去按王慧文的门铃吗？</p>\n<p>王慧文早就被GP们盯上了。</p>\n<p>年初王慧文发布退休计划，一张流传的截图显示，6月底的一天，他深夜朋友圈发文，“悄悄的我走了，正如我悄悄的来；我挥一挥衣袖，不带走一片云彩”。底下第一个留言的，是金沙江的朱啸虎，询问他是不是提前退休，第二个留言的，是徐新。</p>\n<p>好，先不急谈GP，我们先从一个特定的角度重新认识王慧文此人，这个角度是“商业经验”。</p>\n<p>42岁的王慧文，被称作王兴背后的“关键先生”。在宣布退休后，媒体如是概括他的美团十年：</p>\n<p>“作为王兴的创业合作伙伴，王慧文曾负责过美团从团购到外卖、打车、共享单车等各大业务，为如今市值高达1.6万亿港元的美团立下汗马功劳。”</p>\n<p>从研究生辍学，选择与王兴创业至今，17年，王慧文经历了从PC到移动互联网，从消费互联网到产业互联网。这是一个几乎没有缺席互联网变革，主导和经历互联网企业无数次“战争”，且最后“胜利”的人。</p>\n<p>作为美团“二号人物”，他与王兴在互联网驰骋17年。他之所以是“二号人物”，是因为他总是能接得住王兴的好奇心。从2003年创业开始，王兴是提供想法和想象空间的人，王慧文和团队则是执行。这是赖斌强说的，与王兴最早创业的人之一。2003年王兴发了5封邮件邀请同学创业，他是其中一位，也是王慧文以外的唯一一位愿意一起做校内网的人。</p>\n<p>2019年，已经离开美团的赖斌强，作为创业者一次演讲中，这么描述的王兴的角色：“ 2004 年年底的时候，王兴又发现了——王兴经常就是扮演这种角色——王兴又发现了美国有一家叫 <a href=\"https://laohu8.com/S/FB\">Facebook</a> 的公司发展特别快，它也是做社交的，但是他说了一句我看不懂，ok，所以我们就不做了。”</p>\n<p>《九败一胜》也做过相似的描述：王兴当时的习惯是开上一二十个浏览器窗口，若有值得关注的新动态，就会发给别人看，深入了解。</p>\n<p>每个企业家都会谈好奇心，王兴的好奇心更是人尽皆知，属于坐个船都不停问东问西的那种。可好奇心究竟是“为人的美德”，还是“创新的驱动力”，这就不是个人品质能解决的问题了。王兴的好奇心和其他公司管理者的好奇心，最大的差别就在于有一个王慧文。</p>\n<p>接住王兴新发现新想法的人，来来去去都是王慧文。王慧文就是王兴梦想照进现实的最可靠的通道，从校内网到美团，都是如此。2018年王慧文接受采访时，谈到美团的“无边界”，每年他都会做研究一下、考虑要不要尝试一下的新业务。这样的研究一下和试一下，一年可能就有十几次。媒体问他，美团“试一下”周期多长，王慧文说“不长，一晚上就过了。”</p>\n<p>一晚做决定，然后去试一下，也是从2003年延续下来的“习惯”。赖斌强2019年聊起他们最早做校内时，“很多时候，比如我们决定说去尝试一个什么东西，基本上一个晚上讨论完，第二天早上我们就开始干了，而且连分工都固定了。王兴同学会去上网调研说 ok，他们是怎么干的，关键点是什么；然后我跟老王（王慧文）就会开始分工。”</p>\n<p>赖斌强2017年已离开美团，而王慧文仍在王兴左右。他与王兴共同荣辱，从校内到美团，从一家团购网到生活方式平台，然后上市、市值超过1.6万亿港元，成为阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>之外的第三大互联网公司。王慧文当之无愧是美团“二号人物”，是王兴背后的“关键先生”。</p>\n<p>现在，这位42岁的“二号人物”退休了，他有满腹的互联网方法论：今年他在清华经管学院开课《互联网产品管理》，内容从把一家公司该有的维度，业务和产品、产业链、增量和存量、团队和人才的管理，以及个人的职业选择以及坚持都讲了一遍。</p>\n<p>关于“王慧文有多么独特，多么重要”的问题，如果从不同的角度去讨论，我们必然能得出不同层次的结论。</p>\n<p>而从投资的角度看，他将会被描述为“可遇不可求”并且“难得一遇”的那一个人，如果王慧文愿意进入投资领域，尤其是消费互联网投资的话，必然会成为带着“降维”意味的大杀器。</p>\n<p>一名TMT领域的投资人告诉我，像王慧文这样的顶级经验人，看项目必然快准狠。“他可以很清楚地知道这个项目是怎么样的，处于市场的位置，需要什么资源，要哪些供应链，他也很快能知道这家公司如何，甚至他可能就直接认识这家公司的人。毕竟投资，投到最后都是投人投团队。”</p>\n<p>多年一线产业实操经验的顶级经理人对投资机构的价值如何？高瓴资本是个最好的例子。2017年前后，前美团COO、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>第67号员工干嘉伟，原百胜全球餐饮集团CEO、有“肯德基教父”之称的苏敬轼，以及前<a href=\"https://laohu8.com/S/JD\">京东</a>商城CEO沈皓瑜先后加入高瓴。</p>\n<p>按照一位对股权市场有多年研究经验的LP的说法，高瓴所谓“研究驱动”，“疯狂筑造护城河”的打法，干嘉伟、苏敬轼、沈皓瑜这几位运营合伙人是最核心的竞争力之一。就是说，必须依靠顶尖的产业人士，才能做出标准的行业研究+运营增值打法——这大概是被视为私募股权投资的“最高阶玩法”，也是做完百丽私有化之后又敢于剑指格力乃至<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>的底气所在。</p>\n<p>对投资这行来说，这些人身上的经验都是不可复制的。以干嘉伟为例，从阿里铁军出来，又曾是美团COO，把阿里和美团的方法，运用到对企业投后的把脉里，再对症下药，他绝对有话语权。比如，年初疫情爆发后，他很快就拿出一套“疫情中如何保持销售团队士气”的方法论。</p>\n<p>有个例子是，高瓴2017年投了东南亚电商SEA2.3亿美金，张磊后来说把干嘉伟“借给”对方两周，结果干嘉伟帮着对方搞了6个月，用中国市场完整验证过的方法论帮助SEA把线下、电商、地推这一套重建了一遍。</p>\n<p>话说回来，美团“二号人物”退下来，下一步可选的事业路径多得很，但仔细观察的话，从个人状态出发，王慧文还真适合做投资。</p>\n<p>年初王慧文发内部信，交待退休理由的时候主要讲了“两个关系一个痛苦”，说一直处理不好工作、家庭和健康的关系，也处理不好业务所需的专注与个人兴趣之间的关系，以及不爱做管理但不得不做的痛苦。</p>\n<p>新去向必须解决的问题就这几条：第一，工作压力不那么大，强度别过于高；第二，能更广泛地应对好奇心和兴趣；第三，不承担太重的管理职能。这么看，大基金的“运营合伙人”这类的岗位简直不能更合适了，要解决新鲜感和兴趣可以做中早期的案子，要把经验和方法更有效率地落地可以深入介入大项目，更遑论仅“王慧文”的名字，就是一张响亮的名片。</p>\n<p>可以这么讲，王慧文手上掌握的是过去十几年中国消费互联网最有价值的商业经验和方法，往大了说甚至是某种意义上的社会财富，如果能与口袋够深、实力够强的机构合作，从商业逻辑上是资源优配，从社会逻辑上就是商业思想财富传承。期待更系统性竞争力的GP们啊，务必抓住当下的时间窗口和时机，别让王慧文跑了。</p>","source":"tzw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GP们，别让王慧文跑了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGP们，别让王慧文跑了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-28 14:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.chinaventure.com.cn/news/80-20201228-359757.html><strong>投中网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>请问，有哪家GP还没有去按王慧文的门铃吗？\n王慧文早就被GP们盯上了。\n年初王慧文发布退休计划，一张流传的截图显示，6月底的一天，他深夜朋友圈发文，“悄悄的我走了，正如我悄悄的来；我挥一挥衣袖，不带走一片云彩”。底下第一个留言的，是金沙江的朱啸虎，询问他是不是提前退休，第二个留言的，是徐新。\n好，先不急谈GP，我们先从一个特定的角度重新认识王慧文此人，这个角度是“商业经验”。\n42岁的王慧文，...</p>\n\n<a href=\"https://www.chinaventure.com.cn/news/80-20201228-359757.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/875240d0a82faff80e81f8337a79a700","relate_stocks":{"03690":"美团-W"},"source_url":"https://www.chinaventure.com.cn/news/80-20201228-359757.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154623481","content_text":"请问，有哪家GP还没有去按王慧文的门铃吗？\n王慧文早就被GP们盯上了。\n年初王慧文发布退休计划，一张流传的截图显示，6月底的一天，他深夜朋友圈发文，“悄悄的我走了，正如我悄悄的来；我挥一挥衣袖，不带走一片云彩”。底下第一个留言的，是金沙江的朱啸虎，询问他是不是提前退休，第二个留言的，是徐新。\n好，先不急谈GP，我们先从一个特定的角度重新认识王慧文此人，这个角度是“商业经验”。\n42岁的王慧文，被称作王兴背后的“关键先生”。在宣布退休后，媒体如是概括他的美团十年：\n“作为王兴的创业合作伙伴，王慧文曾负责过美团从团购到外卖、打车、共享单车等各大业务，为如今市值高达1.6万亿港元的美团立下汗马功劳。”\n从研究生辍学，选择与王兴创业至今，17年，王慧文经历了从PC到移动互联网，从消费互联网到产业互联网。这是一个几乎没有缺席互联网变革，主导和经历互联网企业无数次“战争”，且最后“胜利”的人。\n作为美团“二号人物”，他与王兴在互联网驰骋17年。他之所以是“二号人物”，是因为他总是能接得住王兴的好奇心。从2003年创业开始，王兴是提供想法和想象空间的人，王慧文和团队则是执行。这是赖斌强说的，与王兴最早创业的人之一。2003年王兴发了5封邮件邀请同学创业，他是其中一位，也是王慧文以外的唯一一位愿意一起做校内网的人。\n2019年，已经离开美团的赖斌强，作为创业者一次演讲中，这么描述的王兴的角色：“ 2004 年年底的时候，王兴又发现了——王兴经常就是扮演这种角色——王兴又发现了美国有一家叫 Facebook 的公司发展特别快，它也是做社交的，但是他说了一句我看不懂，ok，所以我们就不做了。”\n《九败一胜》也做过相似的描述：王兴当时的习惯是开上一二十个浏览器窗口，若有值得关注的新动态，就会发给别人看，深入了解。\n每个企业家都会谈好奇心，王兴的好奇心更是人尽皆知，属于坐个船都不停问东问西的那种。可好奇心究竟是“为人的美德”，还是“创新的驱动力”，这就不是个人品质能解决的问题了。王兴的好奇心和其他公司管理者的好奇心，最大的差别就在于有一个王慧文。\n接住王兴新发现新想法的人，来来去去都是王慧文。王慧文就是王兴梦想照进现实的最可靠的通道，从校内网到美团，都是如此。2018年王慧文接受采访时，谈到美团的“无边界”，每年他都会做研究一下、考虑要不要尝试一下的新业务。这样的研究一下和试一下，一年可能就有十几次。媒体问他，美团“试一下”周期多长，王慧文说“不长，一晚上就过了。”\n一晚做决定，然后去试一下，也是从2003年延续下来的“习惯”。赖斌强2019年聊起他们最早做校内时，“很多时候，比如我们决定说去尝试一个什么东西，基本上一个晚上讨论完，第二天早上我们就开始干了，而且连分工都固定了。王兴同学会去上网调研说 ok，他们是怎么干的，关键点是什么；然后我跟老王（王慧文）就会开始分工。”\n赖斌强2017年已离开美团，而王慧文仍在王兴左右。他与王兴共同荣辱，从校内到美团，从一家团购网到生活方式平台，然后上市、市值超过1.6万亿港元，成为阿里、腾讯之外的第三大互联网公司。王慧文当之无愧是美团“二号人物”，是王兴背后的“关键先生”。\n现在，这位42岁的“二号人物”退休了，他有满腹的互联网方法论：今年他在清华经管学院开课《互联网产品管理》，内容从把一家公司该有的维度，业务和产品、产业链、增量和存量、团队和人才的管理，以及个人的职业选择以及坚持都讲了一遍。\n关于“王慧文有多么独特，多么重要”的问题，如果从不同的角度去讨论，我们必然能得出不同层次的结论。\n而从投资的角度看，他将会被描述为“可遇不可求”并且“难得一遇”的那一个人，如果王慧文愿意进入投资领域，尤其是消费互联网投资的话，必然会成为带着“降维”意味的大杀器。\n一名TMT领域的投资人告诉我，像王慧文这样的顶级经验人，看项目必然快准狠。“他可以很清楚地知道这个项目是怎么样的，处于市场的位置，需要什么资源，要哪些供应链，他也很快能知道这家公司如何，甚至他可能就直接认识这家公司的人。毕竟投资，投到最后都是投人投团队。”\n多年一线产业实操经验的顶级经理人对投资机构的价值如何？高瓴资本是个最好的例子。2017年前后，前美团COO、阿里巴巴第67号员工干嘉伟，原百胜全球餐饮集团CEO、有“肯德基教父”之称的苏敬轼，以及前京东商城CEO沈皓瑜先后加入高瓴。\n按照一位对股权市场有多年研究经验的LP的说法，高瓴所谓“研究驱动”，“疯狂筑造护城河”的打法，干嘉伟、苏敬轼、沈皓瑜这几位运营合伙人是最核心的竞争力之一。就是说，必须依靠顶尖的产业人士，才能做出标准的行业研究+运营增值打法——这大概是被视为私募股权投资的“最高阶玩法”，也是做完百丽私有化之后又敢于剑指格力乃至百胜中国的底气所在。\n对投资这行来说，这些人身上的经验都是不可复制的。以干嘉伟为例，从阿里铁军出来，又曾是美团COO，把阿里和美团的方法，运用到对企业投后的把脉里，再对症下药，他绝对有话语权。比如，年初疫情爆发后，他很快就拿出一套“疫情中如何保持销售团队士气”的方法论。\n有个例子是，高瓴2017年投了东南亚电商SEA2.3亿美金，张磊后来说把干嘉伟“借给”对方两周，结果干嘉伟帮着对方搞了6个月，用中国市场完整验证过的方法论帮助SEA把线下、电商、地推这一套重建了一遍。\n话说回来，美团“二号人物”退下来，下一步可选的事业路径多得很，但仔细观察的话，从个人状态出发，王慧文还真适合做投资。\n年初王慧文发内部信，交待退休理由的时候主要讲了“两个关系一个痛苦”，说一直处理不好工作、家庭和健康的关系，也处理不好业务所需的专注与个人兴趣之间的关系，以及不爱做管理但不得不做的痛苦。\n新去向必须解决的问题就这几条：第一，工作压力不那么大，强度别过于高；第二，能更广泛地应对好奇心和兴趣；第三，不承担太重的管理职能。这么看，大基金的“运营合伙人”这类的岗位简直不能更合适了，要解决新鲜感和兴趣可以做中早期的案子，要把经验和方法更有效率地落地可以深入介入大项目，更遑论仅“王慧文”的名字，就是一张响亮的名片。\n可以这么讲，王慧文手上掌握的是过去十几年中国消费互联网最有价值的商业经验和方法，往大了说甚至是某种意义上的社会财富，如果能与口袋够深、实力够强的机构合作，从商业逻辑上是资源优配，从社会逻辑上就是商业思想财富传承。期待更系统性竞争力的GP们啊，务必抓住当下的时间窗口和时机，别让王慧文跑了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392630962,"gmtCreate":1607434534056,"gmtModify":1703847854209,"author":{"id":"3485135631037557","authorId":"3485135631037557","name":"太急张三疯","avatar":"https://static.laohu8.com/25b188403484dc4936831e1e6d3f1a8e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3485135631037557","idStr":"3485135631037557"},"themes":[],"htmlText":"学习","listText":"学习","text":"学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392630962","repostId":"16069749858008","repostType":17,"repost":{"id":437,"live_id":"16069749858008","type":0,"live_form":0,"category_id":2,"category_name":"老虎公开课","material_type":0,"regions":[1],"title":"4节课带你进阶期权实战（全）","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/maike.m3u8","video_url":"","live_img_url":"https://static.tigerbbs.com/c0f67169fe125888897ccd6a32031c38","live_img_url_en":"","activate_content":true,"expected_time":1607432400855,"time_remain":-127166714063,"start_time":0,"end_time":0,"user_counter":"41163","symbols":[],"speaker_info":[],"abstract":["期权市场无时无刻不在变化，想要获利，其中相当关键的一步是仓位的管理。管理期权仓位有哪些技巧呢？怎么正确认识风险和收益？","【讲师介绍】 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