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蔚来市值3000亿美元
2022-03-21
赞
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蔚来市值3000亿美元
2021-08-26
干得漂亮
抱歉,原内容已删除
蔚来市值3000亿美元
2021-07-27
这篇文章不错,转发给大家看看
抱歉,原内容已删除
蔚来市值3000亿美元
2021-06-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
蔚来市值3000亿美元
2021-06-09
收藏
@何惑金:高瓴资本李岳:知道自己不知道(中篇)
蔚来市值3000亿美元
2021-06-09
收藏
@何惑金:高瓴资本李岳:知道自己不知道(上篇)
蔚来市值3000亿美元
2021-05-12
lol没人玩了dou
抱歉,原内容已删除
蔚来市值3000亿美元
2021-05-11
$蔚来(NIO)$
有人出过金吗,求指导一下用什么卡能成功
蔚来市值3000亿美元
2021-05-11
$苹果(AAPL)$
有没有人成功出金过,帮忙指导一下我怎么弄,谢谢
蔚来市值3000亿美元
2021-04-12
$Palantir Technologies Inc.(PLTR)$
真就崩盘了
蔚来市值3000亿美元
2021-04-06
$Palantir Technologies Inc.(PLTR)$
大盘可是在涨啊
蔚来市值3000亿美元
2021-03-30
$Palantir Technologies Inc.(PLTR)$
[流泪] [流泪] [流泪] [流泪]
蔚来市值3000亿美元
2021-03-26
$Palantir Technologies Inc.(PLTR)$
这股评论的散户太多
蔚来市值3000亿美元
2021-02-16
$RLX科技(RLX)$
啥时候发财报
蔚来市值3000亿美元
2021-02-08
$RLX科技(RLX)$
让我挣点吧,然后给你家消费,我也想试下悦刻
蔚来市值3000亿美元
2020-11-27
忘记蔚来了?
抱歉,原内容已删除
蔚来市值3000亿美元
2020-11-21
$蔚来(NIO)$
空?试试
蔚来市值3000亿美元
2020-11-20
李斌在拿燃油车做竞争对手,而小鹏直言不讳说蔚来理想不行,拿他们当竞争对手,这就是格局大小差别,投资公司往往是投资公司的一把手
抱歉,原内容已删除
蔚来市值3000亿美元
2020-11-16
$蔚来(NIO)$
财报是明天盘前还是盘后
蔚来市值3000亿美元
2020-11-14
$蔚来(NIO)$
妈的
去老虎APP查看更多动态
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好生意,酒提供了情感性的价值,但是你会发现每一种酒的特点都不一样。你能提供所谓的情感性的属性,悲伤快乐、自我彰显~~这种价值越多,其实门槛是越高的。比如一个人要显示他自己有品位,带个大金项链肯定不是个好选择。但是我能告诉你这款红酒来自哪个产区?它是哪一年的葡萄?那一年的气候环境是怎样的?它在某一种桶里面沉淀了多少年?它要与什么样的食物搭配~~于是大家觉得这个人还挺有品位的。但是为什么红酒公司这些属性非常好,但是它并不是一个好的生意?红酒的特点是维度非常的多,有新世界,旧世界、","text":"上篇讲到了\"生意环境人\"的框架,接下来细分下去讲生意最重要的属性——品牌。第一个:我们怎么去看品牌?巴菲特也会跟大家讲要投很多品牌,但是巴菲特不会跟你说我为什么要投卡夫亨氏?这里我们常说两句话:我们认为费用的本质是你获取用户的成本。那么毛利率的本质是什么?毛利率的本质是消费者离开你的成本。假如我们发现了一个很好的生意,这个生意成本是50块钱,可以卖100块钱,能赚到20块钱的净利润。但是很快B也发现了这个生意,他也搞了一个成本50块钱的东西,他卖98块钱。如果消费者离开你的成本为零,那么消费者会全部转移到B的身上,B可以赚18块钱。A一看没有生意了,就会通过降价的方式或者增加费用的方式把用户再拉回来。这样一来一去平均回报率回到4~5%,还不如存在银行,这时生意才会进入到一个稳态。但是为什么茅台大家愿意付那么多的溢价?市场上有那么多号称跟茅台一个产区一样品质的酒,消费者可能也不会去买。茅台的溢价,就是它的超额毛利,就是品牌的价值。我们认为品牌有十四个维度,这十四个维度又分成五个大类。第一个叫情感性属性、第二个叫安全性属性、第三个叫差异化属性、第四个叫便利性属、第五个叫成瘾性属性。情感性属性里面又可以分成四种,包括自我的彰显、与悲伤欢乐的这种气氛的结合、社交等等,这里面最经典的品类当然是酒了。大家都知道酒是好生意,酒提供了情感性的价值,但是你会发现每一种酒的特点都不一样。你能提供所谓的情感性的属性,悲伤快乐、自我彰显~~这种价值越多,其实门槛是越高的。比如一个人要显示他自己有品位,带个大金项链肯定不是个好选择。但是我能告诉你这款红酒来自哪个产区?它是哪一年的葡萄?那一年的气候环境是怎样的?它在某一种桶里面沉淀了多少年?它要与什么样的食物搭配~~于是大家觉得这个人还挺有品位的。但是为什么红酒公司这些属性非常好,但是它并不是一个好的生意?红酒的特点是维度非常的多,有新世界,旧世界、","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116138050","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189959531,"gmtCreate":1623241767923,"gmtModify":1623241767923,"author":{"id":"3498466523811929","authorId":"3498466523811929","name":"蔚来市值3000亿美元","avatar":"https://static.tigerbbs.com/3d7543adf491773efe195a99dff827a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498466523811929","idStr":"3498466523811929"},"themes":[],"htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189959531","repostId":"116131991","repostType":1,"repost":{"id":116131991,"gmtCreate":1622779512613,"gmtModify":1622780615014,"author":{"id":"80618481060420","authorId":"80618481060420","name":"何惑金","avatar":"https://static.tigerbbs.com/e48563d9b456e92ca761015f2e496734","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"80618481060420","idStr":"80618481060420"},"themes":[],"title":"高瓴资本李岳:知道自己不知道(上篇)","htmlText":"1.高瓴资本如何保持高水平的业绩和管理规模?2.高瓴的投资方法论是什么?3.好生意的基本法则有哪些?4.企业如何能够突破行业的瓶颈?5.怎么从一个单产品型的公司变成一个平台型的公司?以下内容为高瓴资本李岳内部演讲,干货满满,enjoy:自我介绍一下,我叫李岳,加入高瓴9年时间了。我之前在公募基金,专门从事消费方式消费行业的研究和投资。大家对高瓴也有很多了解了,我不再做一些赘述。关于高瓴的特点,我这么多年很有体会。为什么高瓴能做的这么好?管这么大的规模?我们整个二级市场的团队只有十几个人,而且七八个是比较年轻的新人。能保持这么高的业绩和管理规模,我觉得主要有三个方面。第一个确实我们是比较深度的,价值投资里面有很多的门派,有deep 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意最重要的属性——品牌。第一个:我们怎么去看品牌?巴菲特也会跟大家讲要投很多品牌,但是巴菲特不会跟你说我为什么要投卡夫亨氏?这里我们常说两句话:我们认为费用的本质是你获取用户的成本。那么毛利率的本质是什么?毛利率的本质是消费者离开你的成本。假如我们发现了一个很好的生意,这个生意成本是50块钱,可以卖100块钱,能赚到20块钱的净利润。但是很快B也发现了这个生意,他也搞了一个成本50块钱的东西,他卖98块钱。如果消费者离开你的成本为零,那么消费者会全部转移到B的身上,B可以赚18块钱。A一看没有生意了,就会通过降价的方式或者增加费用的方式把用户再拉回来。这样一来一去平均回报率回到4~5%,还不如存在银行,这时生意才会进入到一个稳态。但是为什么茅台大家愿意付那么多的溢价?市场上有那么多号称跟茅台一个产区一样品质的酒,消费者可能也不会去买。茅台的溢价,就是它的超额毛利,就是品牌的价值。我们认为品牌有十四个维度,这十四个维度又分成五个大类。第一个叫情感性属性、第二个叫安全性属性、第三个叫差异化属性、第四个叫便利性属、第五个叫成瘾性属性。情感性属性里面又可以分成四种,包括自我的彰显、与悲伤欢乐的这种气氛的结合、社交等等,这里面最经典的品类当然是酒了。大家都知道酒是好生意,酒提供了情感性的价值,但是你会发现每一种酒的特点都不一样。你能提供所谓的情感性的属性,悲伤快乐、自我彰显~~这种价值越多,其实门槛是越高的。比如一个人要显示他自己有品位,带个大金项链肯定不是个好选择。但是我能告诉你这款红酒来自哪个产区?它是哪一年的葡萄?那一年的气候环境是怎样的?它在某一种桶里面沉淀了多少年?它要与什么样的食物搭配~~于是大家觉得这个人还挺有品位的。但是为什么红酒公司这些属性非常好,但是它并不是一个好的生意?红酒的特点是维度非常的多,有新世界,旧世界、","listText":"上篇讲到了\"生意环境人\"的框架,接下来细分下去讲生意最重要的属性——品牌。第一个:我们怎么去看品牌?巴菲特也会跟大家讲要投很多品牌,但是巴菲特不会跟你说我为什么要投卡夫亨氏?这里我们常说两句话:我们认为费用的本质是你获取用户的成本。那么毛利率的本质是什么?毛利率的本质是消费者离开你的成本。假如我们发现了一个很好的生意,这个生意成本是50块钱,可以卖100块钱,能赚到20块钱的净利润。但是很快B也发现了这个生意,他也搞了一个成本50块钱的东西,他卖98块钱。如果消费者离开你的成本为零,那么消费者会全部转移到B的身上,B可以赚18块钱。A一看没有生意了,就会通过降价的方式或者增加费用的方式把用户再拉回来。这样一来一去平均回报率回到4~5%,还不如存在银行,这时生意才会进入到一个稳态。但是为什么茅台大家愿意付那么多的溢价?市场上有那么多号称跟茅台一个产区一样品质的酒,消费者可能也不会去买。茅台的溢价,就是它的超额毛利,就是品牌的价值。我们认为品牌有十四个维度,这十四个维度又分成五个大类。第一个叫情感性属性、第二个叫安全性属性、第三个叫差异化属性、第四个叫便利性属、第五个叫成瘾性属性。情感性属性里面又可以分成四种,包括自我的彰显、与悲伤欢乐的这种气氛的结合、社交等等,这里面最经典的品类当然是酒了。大家都知道酒是好生意,酒提供了情感性的价值,但是你会发现每一种酒的特点都不一样。你能提供所谓的情感性的属性,悲伤快乐、自我彰显~~这种价值越多,其实门槛是越高的。比如一个人要显示他自己有品位,带个大金项链肯定不是个好选择。但是我能告诉你这款红酒来自哪个产区?它是哪一年的葡萄?那一年的气候环境是怎样的?它在某一种桶里面沉淀了多少年?它要与什么样的食物搭配~~于是大家觉得这个人还挺有品位的。但是为什么红酒公司这些属性非常好,但是它并不是一个好的生意?红酒的特点是维度非常的多,有新世界,旧世界、","text":"上篇讲到了\"生意环境人\"的框架,接下来细分下去讲生意最重要的属性——品牌。第一个:我们怎么去看品牌?巴菲特也会跟大家讲要投很多品牌,但是巴菲特不会跟你说我为什么要投卡夫亨氏?这里我们常说两句话:我们认为费用的本质是你获取用户的成本。那么毛利率的本质是什么?毛利率的本质是消费者离开你的成本。假如我们发现了一个很好的生意,这个生意成本是50块钱,可以卖100块钱,能赚到20块钱的净利润。但是很快B也发现了这个生意,他也搞了一个成本50块钱的东西,他卖98块钱。如果消费者离开你的成本为零,那么消费者会全部转移到B的身上,B可以赚18块钱。A一看没有生意了,就会通过降价的方式或者增加费用的方式把用户再拉回来。这样一来一去平均回报率回到4~5%,还不如存在银行,这时生意才会进入到一个稳态。但是为什么茅台大家愿意付那么多的溢价?市场上有那么多号称跟茅台一个产区一样品质的酒,消费者可能也不会去买。茅台的溢价,就是它的超额毛利,就是品牌的价值。我们认为品牌有十四个维度,这十四个维度又分成五个大类。第一个叫情感性属性、第二个叫安全性属性、第三个叫差异化属性、第四个叫便利性属、第五个叫成瘾性属性。情感性属性里面又可以分成四种,包括自我的彰显、与悲伤欢乐的这种气氛的结合、社交等等,这里面最经典的品类当然是酒了。大家都知道酒是好生意,酒提供了情感性的价值,但是你会发现每一种酒的特点都不一样。你能提供所谓的情感性的属性,悲伤快乐、自我彰显~~这种价值越多,其实门槛是越高的。比如一个人要显示他自己有品位,带个大金项链肯定不是个好选择。但是我能告诉你这款红酒来自哪个产区?它是哪一年的葡萄?那一年的气候环境是怎样的?它在某一种桶里面沉淀了多少年?它要与什么样的食物搭配~~于是大家觉得这个人还挺有品位的。但是为什么红酒公司这些属性非常好,但是它并不是一个好的生意?红酒的特点是维度非常的多,有新世界,旧世界、","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116138050","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189959531,"gmtCreate":1623241767923,"gmtModify":1623241767923,"author":{"id":"3498466523811929","authorId":"3498466523811929","name":"蔚来市值3000亿美元","avatar":"https://static.tigerbbs.com/3d7543adf491773efe195a99dff827a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498466523811929","idStr":"3498466523811929"},"themes":[],"htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189959531","repostId":"116131991","repostType":1,"repost":{"id":116131991,"gmtCreate":1622779512613,"gmtModify":1622780615014,"author":{"id":"80618481060420","authorId":"80618481060420","name":"何惑金","avatar":"https://static.tigerbbs.com/e48563d9b456e92ca761015f2e496734","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"80618481060420","idStr":"80618481060420"},"themes":[],"title":"高瓴资本李岳:知道自己不知道(上篇)","htmlText":"1.高瓴资本如何保持高水平的业绩和管理规模?2.高瓴的投资方法论是什么?3.好生意的基本法则有哪些?4.企业如何能够突破行业的瓶颈?5.怎么从一个单产品型的公司变成一个平台型的公司?以下内容为高瓴资本李岳内部演讲,干货满满,enjoy:自我介绍一下,我叫李岳,加入高瓴9年时间了。我之前在公募基金,专门从事消费方式消费行业的研究和投资。大家对高瓴也有很多了解了,我不再做一些赘述。关于高瓴的特点,我这么多年很有体会。为什么高瓴能做的这么好?管这么大的规模?我们整个二级市场的团队只有十几个人,而且七八个是比较年轻的新人。能保持这么高的业绩和管理规模,我觉得主要有三个方面。第一个确实我们是比较深度的,价值投资里面有很多的门派,有deep 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