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郑铎V
悟到型投资者,美股气氛组,生鲜电商买手一枚
IP属地:海外
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郑铎V
2021-08-25
$Pinduoduo Inc.(PDD)$
$Costco(COST)$
$TENCENT(00700)$
从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。
郑铎V
2021-11-16
$拼多多(PDD)$
一点思考:之前淘系电商平台上,多少会有一些可以操作的空间来脱颖而出,或者说通过营销、以小博大的机会,什么意思呢?就是商家本身的产品或者供应链可能并不强,但是通过研究淘系这个平台设置的各种玩法来达到事半功倍的效果,也就是重营销、轻产品。其实这个结果,我认为本身对C端用户和另外那些“不会取巧”或者“不会营销”的商家是不太好的:好产品并没有被链接起来。而pdd的出现,带来了一些变化。我是从持续地一些观察中总结出来的:我经常看到关于pdd的评价是从商家的角度,批评pdd过于偏向C端用户,对商家“不友好”,比如随意退货、甚至白嫖党,或多或少都对商家的利润有一些影响。这一点其实也是我之前比较担忧pdd的一点,但是目前大概想通了。pdd的愿景是做成线上的Costco+Disney,在Costco这个板块,pdd可能本身就不需要过多的商家,尤其是那些扛不住一部分“随意退货、甚至白嫖党”的商家。换句话说,这也是一种淘汰机制,把实力足够强,强到可以扛住一定比例白嫖党用户的商家留下、偏弱的商家则残酷地淘汰。那么这个“一定比例”就很重要,如果过高,一定会导致淘汰地尺度过重。我记得黄峥在他的公众号里写过有关这个“比例”的思考,“老鼠屎”的比例过高肯定不行,而为了达到过低比例,本身的代价又会很大。所以希望pdd在这个“一定比例”上能够把握好、运营好。
郑铎V
2020-12-08
$苹果(AAPL)$
$特斯拉(TSLA)$
苹果123.45,特斯拉666.66
郑铎V
2020-01-18
$好市多(COST)$
$特斯拉(TSLA)$
$苹果(AAPL)$
$微软(MSFT)$
强迫症,明天就要出发去我大佛州过春节了,出发前把几只股票的仓位匀了一轮,平分了一下,静候月底财报季,看看上天还是下地
郑铎V
2021-11-15
$拼多多(PDD)$
这票子拿久了容易产生一直错觉,就是没大跌就感觉赚了…
郑铎V
2021-03-16
$拼多多(PDD)$
木头姐旗下ARKW昨晚买入19.65万PDD,看来是对财报预期不错!
郑铎V
2020-09-17
$特斯拉(TSLA)$
盘中430-460震荡,收盘440,盘后460
郑铎V
2020-09-16
$特斯拉(TSLA)$
电池日之前拉到600问题不大
郑铎V
2021-02-01
$Apple(AAPL)$
本周中看到财报前新高145.06,周五突破新高冲击150
郑铎V
2020-09-18
$特斯拉(TSLA)$
开盘450,盘中440-470,收盘470,盘后480
郑铎V
2021-02-05
$Apple(AAPL)$
今天的八点力量是向上的,有戏
郑铎V
2020-01-22
$特斯拉(TSLA)$
朋友们上车了吗,从来都不晚
郑铎V
2020-01-17
$特斯拉(TSLA)$
上车吧群众们,一会开快了上不来了
郑铎V
2021-03-17
$拼多多(PDD)$
财报前。木头姐旗下ARK继续买入PDD,ARKW买入4.65万股,ARKF买入10.72万股,to the moon🚀🚀🚀🚀
郑铎V
2021-01-28
$苹果(AAPL)$
史上最强财报,逢低买入,看到174
郑铎V
2020-12-01
年轻人的第二支股票
小米将增发10亿股股票,价格区间为23.7-24.5港元/股
郑铎V
2020-01-17
$特斯拉(TSLA)$
这两天的争夺是真激烈…心态放平,冲600就是大赚,跌400全当买了个沪牌
郑铎V
2021-08-25
$Pinduoduo Inc.(PDD)$
客观上来讲,短期的涨跌是市场给的报价,是无法预测的。而人性是自以为聪明的,所有大部分人认为自己是比市场要高明的,会选择看图看线、择时做T,也是为什么股市里面85%的散户是亏钱的。真实情况是,当你不知道它走哪条路去到罗马,而你坚信它能够到达罗马的时候,你要做的就是去罗马等它
郑铎V
2021-04-08
$TENCENT(00700)$
就这?我特么盘前跑得过于快了啊
郑铎V
2021-03-23
$拼多多(PDD)$
PDD用户规模第一之后,主要会带来两个正向反馈:人才关注和媒体流量,最终都会转化成更大的用户规模。这也是互联网时代强者恒强,赢家通吃的原因之一:TOP1享众人追捧,一方面是求职者,另一方面是各大平台的各类复制粘贴型小中大V,全天候蹭流量,会给PDD带来无限零成本的曝光,此前的BABA,如今的TSLA、茅台,皆是如此
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一点思考:之前淘系电商平台上,多少会有一些可以操作的空间来脱颖而出,或者说通过营销、以小博大的机会,什么意思呢?就是商家本身的产品或者供应链可能并不强,但是通过研究淘系这个平台设置的各种玩法来达到事半功倍的效果,也就是重营销、轻产品。其实这个结果,我认为本身对C端用户和另外那些“不会取巧”或者“不会营销”的商家是不太好的:好产品并没有被链接起来。而pdd的出现,带来了一些变化。我是从持续地一些观察中总结出来的:我经常看到关于pdd的评价是从商家的角度,批评pdd过于偏向C端用户,对商家“不友好”,比如随意退货、甚至白嫖党,或多或少都对商家的利润有一些影响。这一点其实也是我之前比较担忧pdd的一点,但是目前大概想通了。pdd的愿景是做成线上的Costco+Disney,在Costco这个板块,pdd可能本身就不需要过多的商家,尤其是那些扛不住一部分“随意退货、甚至白嫖党”的商家。换句话说,这也是一种淘汰机制,把实力足够强,强到可以扛住一定比例白嫖党用户的商家留下、偏弱的商家则残酷地淘汰。那么这个“一定比例”就很重要,如果过高,一定会导致淘汰地尺度过重。我记得黄峥在他的公众号里写过有关这个“比例”的思考,“老鼠屎”的比例过高肯定不行,而为了达到过低比例,本身的代价又会很大。所以希望pdd在这个“一定比例”上能够把握好、运营好。","text":"$拼多多(PDD)$一点思考:之前淘系电商平台上,多少会有一些可以操作的空间来脱颖而出,或者说通过营销、以小博大的机会,什么意思呢?就是商家本身的产品或者供应链可能并不强,但是通过研究淘系这个平台设置的各种玩法来达到事半功倍的效果,也就是重营销、轻产品。其实这个结果,我认为本身对C端用户和另外那些“不会取巧”或者“不会营销”的商家是不太好的:好产品并没有被链接起来。而pdd的出现,带来了一些变化。我是从持续地一些观察中总结出来的:我经常看到关于pdd的评价是从商家的角度,批评pdd过于偏向C端用户,对商家“不友好”,比如随意退货、甚至白嫖党,或多或少都对商家的利润有一些影响。这一点其实也是我之前比较担忧pdd的一点,但是目前大概想通了。pdd的愿景是做成线上的Costco+Disney,在Costco这个板块,pdd可能本身就不需要过多的商家,尤其是那些扛不住一部分“随意退货、甚至白嫖党”的商家。换句话说,这也是一种淘汰机制,把实力足够强,强到可以扛住一定比例白嫖党用户的商家留下、偏弱的商家则残酷地淘汰。那么这个“一定比例”就很重要,如果过高,一定会导致淘汰地尺度过重。我记得黄峥在他的公众号里写过有关这个“比例”的思考,“老鼠屎”的比例过高肯定不行,而为了达到过低比例,本身的代价又会很大。所以希望pdd在这个“一定比例”上能够把握好、运营好。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871030533","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871083257,"gmtCreate":1636995235479,"gmtModify":1636995376654,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3567768295044398\">@闲人一坤坤</a>:我真是嘴贱……//<a href=\"https://laohu8.com/U/3567768295044398\">@闲人一坤坤</a>:看 满意了吧","listText":"回复 <a href=\"https://laohu8.com/U/3567768295044398\">@闲人一坤坤</a>:我真是嘴贱……//<a href=\"https://laohu8.com/U/3567768295044398\">@闲人一坤坤</a>:看 满意了吧","text":"回复 @闲人一坤坤:我真是嘴贱……//@闲人一坤坤:看 满意了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871083257","repostId":"873749546","repostType":1,"repost":{"id":873749546,"gmtCreate":1636989115475,"gmtModify":1636989115475,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>这票子拿久了容易产生一直错觉,就是没大跌就感觉赚了…","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>这票子拿久了容易产生一直错觉,就是没大跌就感觉赚了…","text":"$拼多多(PDD)$这票子拿久了容易产生一直错觉,就是没大跌就感觉赚了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873749546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871030533,"gmtCreate":1636992146920,"gmtModify":1637058473813,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Inc.(PDD)$ 补充一句,在我们生鲜行业,这个退货的部分可以看作是一种损耗率…所以商家角度要看总的收益","text":"$Pinduoduo Inc.(PDD)$ 补充一句,在我们生鲜行业,这个退货的部分可以看作是一种损耗率…所以商家角度要看总的收益","html":"$Pinduoduo Inc.(PDD)$ 补充一句,在我们生鲜行业,这个退货的部分可以看作是一种损耗率…所以商家角度要看总的收益"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873749546,"gmtCreate":1636989115475,"gmtModify":1636989115475,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>这票子拿久了容易产生一直错觉,就是没大跌就感觉赚了…","listText":"<a 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Inc.(PDD)$</a>感觉不好,不是因为股价跌。而是在双十一快开始的时候pdd宣布了一些活动,看起来有些临时仓促的感觉。是因为双十一这一阵数据太难看?其实数据难看我倒不担心,恰恰是pdd的“着急”让人担心,因为pdd一直是表露出“pdd平台每天都是双11”,所以pdd在着急什么呢?","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>感觉不好,不是因为股价跌。而是在双十一快开始的时候pdd宣布了一些活动,看起来有些临时仓促的感觉。是因为双十一这一阵数据太难看?其实数据难看我倒不担心,恰恰是pdd的“着急”让人担心,因为pdd一直是表露出“pdd平台每天都是双11”,所以pdd在着急什么呢?","text":"$Pinduoduo Inc.(PDD)$感觉不好,不是因为股价跌。而是在双十一快开始的时候pdd宣布了一些活动,看起来有些临时仓促的感觉。是因为双十一这一阵数据太难看?其实数据难看我倒不担心,恰恰是pdd的“着急”让人担心,因为pdd一直是表露出“pdd平台每天都是双11”,所以pdd在着急什么呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842305902","isVote":1,"tweetType":1,"viewCount":4716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848201582,"gmtCreate":1635998453744,"gmtModify":1635998453744,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000002\">$China Vanke Co.,Ltd.(000002)$</a>买入2000股,拿五年再说。房子应该大概率还是有人要住的","listText":"<a href=\"https://laohu8.com/S/000002\">$China Vanke Co.,Ltd.(000002)$</a>买入2000股,拿五年再说。房子应该大概率还是有人要住的","text":"$China Vanke Co.,Ltd.(000002)$买入2000股,拿五年再说。房子应该大概率还是有人要住的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848201582","isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848201388,"gmtCreate":1635998412570,"gmtModify":1635998412570,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002352\">$S.F. Holding Co.,Ltd.(002352)$</a>买入500股,拿五年再说","listText":"<a href=\"https://laohu8.com/S/002352\">$S.F. Holding Co.,Ltd.(002352)$</a>买入500股,拿五年再说","text":"$S.F. Holding Co.,Ltd.(002352)$买入500股,拿五年再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848201388","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821944687,"gmtCreate":1633692711101,"gmtModify":1633692711101,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我的一个思考,买股票就是买公司这句话看起来是有更深层的意思:买股票这个动作的收益,应该看的是公司的盈利增长,而不是股价上涨带来的差价收益 ","listText":"我的一个思考,买股票就是买公司这句话看起来是有更深层的意思:买股票这个动作的收益,应该看的是公司的盈利增长,而不是股价上涨带来的差价收益 ","text":"我的一个思考,买股票就是买公司这句话看起来是有更深层的意思:买股票这个动作的收益,应该看的是公司的盈利增长,而不是股价上涨带来的差价收益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821944687","isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837150819,"gmtCreate":1629866838431,"gmtModify":1629872299962,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大道波士堂采访精华","htmlText":"1,Be humble(像Buffett)2,Fast is slow,less is more3,Stop doing list* 不懂不碰* “没有能力抓住的都不叫机会”(弹幕)* 车速200前方有墙怎么办?没得办,关键是不要开这么快4,Buffett:Life is a journey,enjoy 这个过程5,坚持做对的事情,发现错了马上改* 10年以后做不下去的事情,你为什么现在还要做?* 投资:这只股票你买的时候不打算拿十年,你为什么要拿一天?* 改正一个错误是需要付出代价的,但是不管多大的代价,都会是最小的代价。越晚改,付出的代价越大6,敢为天下后,最大的样本是微软。我们反对单纯地讲创新,我们讲“消费者导向”* 没有金刚钻,别揽瓷器活。最难的是“产品教育”,这个是头部企业来做的,因为不做就没有增长了* 主席教我们的,“集中优势兵力”* 面对现实是非常需要勇气的* 你一个加工者的水平,进城了以后不干加工了,说自己要做白领,你做不了啊!7,老中文化里面有一些“好大喜功”的东西8,硅谷“small is beautiful”“less is more”,我讲fast is slow,道理是一样的9,所有所谓成功的CEO,他们特质的共性是integrity10,买股票就是买公司","listText":"1,Be humble(像Buffett)2,Fast is slow,less is more3,Stop doing list* 不懂不碰* “没有能力抓住的都不叫机会”(弹幕)* 车速200前方有墙怎么办?没得办,关键是不要开这么快4,Buffett:Life is a journey,enjoy 这个过程5,坚持做对的事情,发现错了马上改* 10年以后做不下去的事情,你为什么现在还要做?* 投资:这只股票你买的时候不打算拿十年,你为什么要拿一天?* 改正一个错误是需要付出代价的,但是不管多大的代价,都会是最小的代价。越晚改,付出的代价越大6,敢为天下后,最大的样本是微软。我们反对单纯地讲创新,我们讲“消费者导向”* 没有金刚钻,别揽瓷器活。最难的是“产品教育”,这个是头部企业来做的,因为不做就没有增长了* 主席教我们的,“集中优势兵力”* 面对现实是非常需要勇气的* 你一个加工者的水平,进城了以后不干加工了,说自己要做白领,你做不了啊!7,老中文化里面有一些“好大喜功”的东西8,硅谷“small is beautiful”“less is more”,我讲fast is slow,道理是一样的9,所有所谓成功的CEO,他们特质的共性是integrity10,买股票就是买公司","text":"1,Be humble(像Buffett)2,Fast is slow,less is more3,Stop doing list* 不懂不碰* “没有能力抓住的都不叫机会”(弹幕)* 车速200前方有墙怎么办?没得办,关键是不要开这么快4,Buffett:Life is a journey,enjoy 这个过程5,坚持做对的事情,发现错了马上改* 10年以后做不下去的事情,你为什么现在还要做?* 投资:这只股票你买的时候不打算拿十年,你为什么要拿一天?* 改正一个错误是需要付出代价的,但是不管多大的代价,都会是最小的代价。越晚改,付出的代价越大6,敢为天下后,最大的样本是微软。我们反对单纯地讲创新,我们讲“消费者导向”* 没有金刚钻,别揽瓷器活。最难的是“产品教育”,这个是头部企业来做的,因为不做就没有增长了* 主席教我们的,“集中优势兵力”* 面对现实是非常需要勇气的* 你一个加工者的水平,进城了以后不干加工了,说自己要做白领,你做不了啊!7,老中文化里面有一些“好大喜功”的东西8,硅谷“small is beautiful”“less is more”,我讲fast is slow,道理是一样的9,所有所谓成功的CEO,他们特质的共性是integrity10,买股票就是买公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837150819","isVote":1,"tweetType":1,"viewCount":4131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837940148,"gmtCreate":1629854312884,"gmtModify":1629854312884,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>客观上来讲,短期的涨跌是市场给的报价,是无法预测的。而人性是自以为聪明的,所有大部分人认为自己是比市场要高明的,会选择看图看线、择时做T,也是为什么股市里面85%的散户是亏钱的。真实情况是,当你不知道它走哪条路去到罗马,而你坚信它能够到达罗马的时候,你要做的就是去罗马等它","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>客观上来讲,短期的涨跌是市场给的报价,是无法预测的。而人性是自以为聪明的,所有大部分人认为自己是比市场要高明的,会选择看图看线、择时做T,也是为什么股市里面85%的散户是亏钱的。真实情况是,当你不知道它走哪条路去到罗马,而你坚信它能够到达罗马的时候,你要做的就是去罗马等它","text":"$Pinduoduo Inc.(PDD)$客观上来讲,短期的涨跌是市场给的报价,是无法预测的。而人性是自以为聪明的,所有大部分人认为自己是比市场要高明的,会选择看图看线、择时做T,也是为什么股市里面85%的散户是亏钱的。真实情况是,当你不知道它走哪条路去到罗马,而你坚信它能够到达罗马的时候,你要做的就是去罗马等它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837940148","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536299220162461","authorId":"3536299220162461","name":"温江韭菜","avatar":"https://static.tigerbbs.com/b5406e1ef4684b1d4179b0136903641a","crmLevel":1,"crmLevelSwitch":0},"content":"拼多多的增长梦该醒了,还去罗马 [捂脸]","text":"拼多多的增长梦该醒了,还去罗马 [捂脸]","html":"拼多多的增长梦该醒了,还去罗马 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837988145,"gmtCreate":1629852569687,"gmtModify":1629852569687,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>pdd=Costco+Disney,那么我先看到5000亿吧[Cool] [Cool] [Cool] ","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>pdd=Costco+Disney,那么我先看到5000亿吧[Cool] [Cool] [Cool] ","text":"$Pinduoduo Inc.(PDD)$pdd=Costco+Disney,那么我先看到5000亿吧[Cool] [Cool] [Cool]","images":[{"img":"https://static.tigerbbs.com/38820759dddf11f372a4b475e83e38a0","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837988145","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837912046,"gmtCreate":1629852225585,"gmtModify":1629852225585,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KO\">$Coca-Cola(KO)$</a>一样从人性的角度看,改掉喝糖水的习惯可能也是不容易的,所以大道巴菲特讲的,好的生意模式,长久的赚钱生意,我看都是基于“不变”。而人性是最不会变的","listText":"<a href=\"https://laohu8.com/S/KO\">$Coca-Cola(KO)$</a>一样从人性的角度看,改掉喝糖水的习惯可能也是不容易的,所以大道巴菲特讲的,好的生意模式,长久的赚钱生意,我看都是基于“不变”。而人性是最不会变的","text":"$Coca-Cola(KO)$一样从人性的角度看,改掉喝糖水的习惯可能也是不容易的,所以大道巴菲特讲的,好的生意模式,长久的赚钱生意,我看都是基于“不变”。而人性是最不会变的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837912046","repostId":"834705942","repostType":1,"repost":{"id":834705942,"gmtCreate":1629827058986,"gmtModify":1629867076683,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a><a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a><a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a><a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a><a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","text":"$Pinduoduo Inc.(PDD)$$Costco(COST)$$TENCENT(00700)$从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","images":[{"img":"https://static.tigerbbs.com/3295716d100f0e91b1b6092729a14baf","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834705942","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834705942,"gmtCreate":1629827058986,"gmtModify":1629867076683,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a><a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a><a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a><a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a><a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","text":"$Pinduoduo Inc.(PDD)$$Costco(COST)$$TENCENT(00700)$从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","images":[{"img":"https://static.tigerbbs.com/3295716d100f0e91b1b6092729a14baf","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":30,"commentSize":13,"repostSize":2,"link":"https://laohu8.com/post/834705942","isVote":1,"tweetType":1,"viewCount":26980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274702625278","authorId":"3479274702625278","name":"老夫的少女心_","avatar":"https://static.tigerbbs.com/53d8be38e6bbbfa27d16721be9a4e59b","crmLevel":1,"crmLevelSwitch":0},"content":"看看这个公司的营业模式:好市多公司于1983年在华盛顿州西雅图开始运营。公司主要从事在美国(美国)和波多黎各、加拿大、英国(U.K.)、墨西哥、日本、韩国、澳大利亚、西班牙、法国、冰岛、中国的会员仓库的运作,并经营台湾的子公司。公司经营会员仓库的理念是,为会员提供低价格的多种类别的精选国家品牌和私人品牌产品,产生高销售量和快速的库存周转。你看其余的商超能跟他比吗?","text":"看看这个公司的营业模式:好市多公司于1983年在华盛顿州西雅图开始运营。公司主要从事在美国(美国)和波多黎各、加拿大、英国(U.K.)、墨西哥、日本、韩国、澳大利亚、西班牙、法国、冰岛、中国的会员仓库的运作,并经营台湾的子公司。公司经营会员仓库的理念是,为会员提供低价格的多种类别的精选国家品牌和私人品牌产品,产生高销售量和快速的库存周转。你看其余的商超能跟他比吗?","html":"看看这个公司的营业模式:好市多公司于1983年在华盛顿州西雅图开始运营。公司主要从事在美国(美国)和波多黎各、加拿大、英国(U.K.)、墨西哥、日本、韩国、澳大利亚、西班牙、法国、冰岛、中国的会员仓库的运作,并经营台湾的子公司。公司经营会员仓库的理念是,为会员提供低价格的多种类别的精选国家品牌和私人品牌产品,产生高销售量和快速的库存周转。你看其余的商超能跟他比吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":835471455,"gmtCreate":1629736432877,"gmtModify":1629736432877,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老乡别跑,今晚50cm","text":"$老虎证券(TIGR)$老乡别跑,今晚50cm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356902528","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353361748,"gmtCreate":1616462216484,"gmtModify":1616462216484,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>PDD用户规模第一之后,主要会带来两个正向反馈:人才关注和媒体流量,最终都会转化成更大的用户规模。这也是互联网时代强者恒强,赢家通吃的原因之一:TOP1享众人追捧,一方面是求职者,另一方面是各大平台的各类复制粘贴型小中大V,全天候蹭流量,会给PDD带来无限零成本的曝光,此前的BABA,如今的TSLA、茅台,皆是如此","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>PDD用户规模第一之后,主要会带来两个正向反馈:人才关注和媒体流量,最终都会转化成更大的用户规模。这也是互联网时代强者恒强,赢家通吃的原因之一:TOP1享众人追捧,一方面是求职者,另一方面是各大平台的各类复制粘贴型小中大V,全天候蹭流量,会给PDD带来无限零成本的曝光,此前的BABA,如今的TSLA、茅台,皆是如此","text":"$拼多多(PDD)$PDD用户规模第一之后,主要会带来两个正向反馈:人才关注和媒体流量,最终都会转化成更大的用户规模。这也是互联网时代强者恒强,赢家通吃的原因之一:TOP1享众人追捧,一方面是求职者,另一方面是各大平台的各类复制粘贴型小中大V,全天候蹭流量,会给PDD带来无限零成本的曝光,此前的BABA,如今的TSLA、茅台,皆是如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353361748","isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359203498,"gmtCreate":1616400421414,"gmtModify":1616400421414,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>怎么不显示盘前了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>怎么不显示盘前了","text":"$拼多多(PDD)$怎么不显示盘前了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359203498","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":834705942,"gmtCreate":1629827058986,"gmtModify":1629867076683,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a><a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a><a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a><a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a><a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","text":"$Pinduoduo Inc.(PDD)$$Costco(COST)$$TENCENT(00700)$从人性的角度,理解Pdd、腾讯、Costco、DisneyCostco对于人性的研究是极为透彻的,而人性几乎是不会发生变化的,加之购物本身这个行为大概率几十年内也不会变化,所以Costco大概率能行很多年(它已经很稳地行了很多年了)腾讯:社交通讯,游戏、投资。我对腾讯的理解不深,但从人性的角度看,其一社交,人大概也是离不开的,腾讯在这方面的规模效应,跟Facebook一样,很多年之内应该是没有对手的;其二游戏,人性角度看,人更是改变不了爱玩的天性,也是门好生意;投资,不多讲,有位网友讲它是中国互联网界的伯克希尔哈撒韦,赞同;Disney我理解更浅了,有点像腾讯的游戏板块,可能跟人性主题有那么一些关系,老美在这一块的文化沉淀和输出,应该能活很多年;最后Pdd,因为它的愿景是做Costco+Disney,一年多的时间我用尽量多的机会去Costco和Disney体验(很遗憾国内只能体验Disney的乐园业务),同时一年多深度使用Pdd,已经感觉pdd有Costco+Disney的方向了。从人性角度讲,贪便宜是永恒的,做平台也必须打价格战,这些都不影响pdd今后的盈利之路。加之段永平系的本分文化、做对的事情的文化,想象空间真的非常大。","images":[{"img":"https://static.tigerbbs.com/3295716d100f0e91b1b6092729a14baf","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":30,"commentSize":13,"repostSize":2,"link":"https://laohu8.com/post/834705942","isVote":1,"tweetType":1,"viewCount":26980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274702625278","authorId":"3479274702625278","name":"老夫的少女心_","avatar":"https://static.tigerbbs.com/53d8be38e6bbbfa27d16721be9a4e59b","crmLevel":1,"crmLevelSwitch":0},"content":"看看这个公司的营业模式:好市多公司于1983年在华盛顿州西雅图开始运营。公司主要从事在美国(美国)和波多黎各、加拿大、英国(U.K.)、墨西哥、日本、韩国、澳大利亚、西班牙、法国、冰岛、中国的会员仓库的运作,并经营台湾的子公司。公司经营会员仓库的理念是,为会员提供低价格的多种类别的精选国家品牌和私人品牌产品,产生高销售量和快速的库存周转。你看其余的商超能跟他比吗?","text":"看看这个公司的营业模式:好市多公司于1983年在华盛顿州西雅图开始运营。公司主要从事在美国(美国)和波多黎各、加拿大、英国(U.K.)、墨西哥、日本、韩国、澳大利亚、西班牙、法国、冰岛、中国的会员仓库的运作,并经营台湾的子公司。公司经营会员仓库的理念是,为会员提供低价格的多种类别的精选国家品牌和私人品牌产品,产生高销售量和快速的库存周转。你看其余的商超能跟他比吗?","html":"看看这个公司的营业模式:好市多公司于1983年在华盛顿州西雅图开始运营。公司主要从事在美国(美国)和波多黎各、加拿大、英国(U.K.)、墨西哥、日本、韩国、澳大利亚、西班牙、法国、冰岛、中国的会员仓库的运作,并经营台湾的子公司。公司经营会员仓库的理念是,为会员提供低价格的多种类别的精选国家品牌和私人品牌产品,产生高销售量和快速的库存周转。你看其余的商超能跟他比吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871030533,"gmtCreate":1636992146920,"gmtModify":1637058473813,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一点思考:之前淘系电商平台上,多少会有一些可以操作的空间来脱颖而出,或者说通过营销、以小博大的机会,什么意思呢?就是商家本身的产品或者供应链可能并不强,但是通过研究淘系这个平台设置的各种玩法来达到事半功倍的效果,也就是重营销、轻产品。其实这个结果,我认为本身对C端用户和另外那些“不会取巧”或者“不会营销”的商家是不太好的:好产品并没有被链接起来。而pdd的出现,带来了一些变化。我是从持续地一些观察中总结出来的:我经常看到关于pdd的评价是从商家的角度,批评pdd过于偏向C端用户,对商家“不友好”,比如随意退货、甚至白嫖党,或多或少都对商家的利润有一些影响。这一点其实也是我之前比较担忧pdd的一点,但是目前大概想通了。pdd的愿景是做成线上的Costco+Disney,在Costco这个板块,pdd可能本身就不需要过多的商家,尤其是那些扛不住一部分“随意退货、甚至白嫖党”的商家。换句话说,这也是一种淘汰机制,把实力足够强,强到可以扛住一定比例白嫖党用户的商家留下、偏弱的商家则残酷地淘汰。那么这个“一定比例”就很重要,如果过高,一定会导致淘汰地尺度过重。我记得黄峥在他的公众号里写过有关这个“比例”的思考,“老鼠屎”的比例过高肯定不行,而为了达到过低比例,本身的代价又会很大。所以希望pdd在这个“一定比例”上能够把握好、运营好。","listText":"<a 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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\">\n小米将增发10亿股股票,价格区间为23.7-24.5港元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-01 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据文件披露:小米集团将增发10亿股股票,价格区间为23.7-24.5港元/股;小米集团将发行8.55亿美元的零息可转换债券;小米集团在本次配售中将筹资最多32亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156607326","content_text":"据文件披露:小米集团将增发10亿股股票,价格区间为23.7-24.5港元/股;小米集团将发行8.55亿美元的零息可转换债券;小米集团在本次配售中将筹资最多32亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916922222,"gmtCreate":1579195734966,"gmtModify":1704339273528,"author":{"id":"3495241703639157","authorId":"3495241703639157","name":"郑铎V","avatar":"https://static.tigerbbs.com/f975e3e30cb542a51f8f9ed504928e9e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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