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叫球总
2015-11-05
双十一只是一剂春药
双十一前夕,阿里股价飙升很快,但这是一种虚胖,并不值得长期做多,原因正如标题所说。 本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 $(BABA)$
双十一只是一剂春药
叫球总
2015-11-05
企业很优秀,发展势头好
在中国教育行业,好未来是我最看好的企业。 好未来作为国内的教育企业,在教育产品的内容和形态方面多有创新开拓(好未来事业部),教育产业中标准化和个性需求都能被很好满足(培优和智康),这很难得。 近来好未来在教育产业的广泛布局,使得产业链丰富,盈利多点突破。 因为前期的独生子女政策,家长对儿童教育大额支出早已习惯。开放二胎后,不难想象未来十年早期教育和k12市场需求的大幅增长。而这些都已经在好未来的口袋中。$(xrs)$
企业很优秀,发展势头好
叫球总
2015-12-18
拜拜,拜拜,拜拜了
$GoPro(GPRO)$被他伤到了,已经平仓。撒由那拉
拜拜,拜拜,拜拜了
叫球总
2015-11-05
看空,因为使用频次太低
$(WUBA)$ 分类信息门户虽然越做越少,58越做越大,可是大家一个月才用几次? 况且,招聘有智联,51,猎聘,更不要说层出不穷更加细分的垂直类招聘。保洁,服务有阿姨帮,阿姨来了。租房子有爱屋及乌,我爱我家,链家地产……得承认五八在这些领域也有布局,但是好像也都没有拔尊吧。
看空,因为使用频次太低
叫球总
2016-01-06
😂
$FITBIT INC(FIT)$空单将近两个月,终于见到回头钱了!
😂
叫球总
2016-01-11
$VelocityShares Daily 2x VIX ST ETN(TVIX)$今天会继续涨吗?🤔
叫球总
2018-07-09
$小米集团-W(01810)$同志们,坚持住!🤗感谢小米,感谢老虎,佣金省出来了😁
叫球总
2019-03-06
$谷歌A(GOOGL)$ #美港股模拟交易大赛# 模拟盘买点谷歌,实盘买不起[无语][难过]
叫球总
2018-09-28
$触宝(CTK)$感谢老虎开恩!虽然云米不中,流利说也没中啊🙏都是命啊!
叫球总
2021-06-24
跑得快,有人爱
叫球总
2021-06-16
$爱回收(RERE)$
希望能有点儿惊喜!
叫球总
2019-12-20
哈哈哈哈,过于真实了。教育行业好像就是有着不说实话的基因
@老头子:从“从业者”到“创业者”,最好的投资是投资用户
叫球总
2019-03-06
$腾讯控股(00700)$ #美港股模拟交易大赛# 为什么还在涨?!买不买?!
叫球总
2018-12-06
#炒毛票真的好吗# #毛票机会or陷阱# 真的好么?危险吧
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> ,“真善美优“。其次,看好<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ,因为能及时调整,紧跟环境变化,抗风险能力更强。如果不是经历了几多家公司,见过了各公司员工的内部发言,我也无法把教育跟“水分”联系起来。主要的几个水分:1.10年授课经验2.金牌老师3.中高考命题人,国家明确规定:不允许任何机构和老师以命题人宣传。中高考命题人,实际是“中高考命题(研究)人”,省略俩字,千差万别4.XX公司教研负责人,XX区域负责人5.“河北农业大学”简称“北大”,头部机构某方干的最多,这两年被举报好多次,消停了6.某老师10000课程名额只剩10个7.邀请赛区域赛获奖省掉“邀请““区域“变成“国际竞赛金奖”“全国高中数学联赛省三等奖“变成“全国高中数学竞赛三等奖”“数学奥林匹克三等奖”(中国奥林匹克是比联赛更高级别的比赛,只有拿到联赛省一,进入省集训队,才能参加中国奥林匹克,每个省不超过60个,能参加奥林匹克的,基本都有","listText":"赶在2019年的最后一个月,终于注册了自己的公司。或许因为我是一个喜欢折腾的人,从研究所辞职后跨行进入教培行业,新东方,学而思,创业公司,创新项目,大班,小班,一对一,线上线下都接触过。多家教育公司的经历竟让我得出一个可怕的结论“整个教培行业的水分多达90%以上”,这个90%是广度,不是深度,也就是有90%的教培公司有水分,但水分多少另当别论。目前在我心中仅保留良好形象的只有“学而思”一家,是一家“真实”公司,为什么说“学而思而不是“好未来”,因为好未来收购了很多公司,这些公司企业文化并没有完全的融入到学而思中,某些利益至上的观点还残留着。所以,现在更看好<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> ,“真善美优“。其次,看好<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ,因为能及时调整,紧跟环境变化,抗风险能力更强。如果不是经历了几多家公司,见过了各公司员工的内部发言,我也无法把教育跟“水分”联系起来。主要的几个水分:1.10年授课经验2.金牌老师3.中高考命题人,国家明确规定:不允许任何机构和老师以命题人宣传。中高考命题人,实际是“中高考命题(研究)人”,省略俩字,千差万别4.XX公司教研负责人,XX区域负责人5.“河北农业大学”简称“北大”,头部机构某方干的最多,这两年被举报好多次,消停了6.某老师10000课程名额只剩10个7.邀请赛区域赛获奖省掉“邀请““区域“变成“国际竞赛金奖”“全国高中数学联赛省三等奖“变成“全国高中数学竞赛三等奖”“数学奥林匹克三等奖”(中国奥林匹克是比联赛更高级别的比赛,只有拿到联赛省一,进入省集训队,才能参加中国奥林匹克,每个省不超过60个,能参加奥林匹克的,基本都有","text":"赶在2019年的最后一个月,终于注册了自己的公司。或许因为我是一个喜欢折腾的人,从研究所辞职后跨行进入教培行业,新东方,学而思,创业公司,创新项目,大班,小班,一对一,线上线下都接触过。多家教育公司的经历竟让我得出一个可怕的结论“整个教培行业的水分多达90%以上”,这个90%是广度,不是深度,也就是有90%的教培公司有水分,但水分多少另当别论。目前在我心中仅保留良好形象的只有“学而思”一家,是一家“真实”公司,为什么说“学而思而不是“好未来”,因为好未来收购了很多公司,这些公司企业文化并没有完全的融入到学而思中,某些利益至上的观点还残留着。所以,现在更看好$好未来(TAL)$ ,“真善美优“。其次,看好$新东方(EDU)$ 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本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 $(BABA)$","listText":"双十一前夕,阿里股价飙升很快,但这是一种虚胖,并不值得长期做多,原因正如标题所说。 本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 $(BABA)$","text":"双十一前夕,阿里股价飙升很快,但这是一种虚胖,并不值得长期做多,原因正如标题所说。 本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 $(BABA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":11,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/5227","isVote":1,"tweetType":1,"viewCount":5359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"17562416072908","authorId":"17562416072908","name":"OneRep.","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"我觉得应该看看历年双十一前后的股价,就能看到市场对这件事的真实反应了。啊差点忘了,今年是阿里上市的第一个双十一,尴尬","text":"我觉得应该看看历年双十一前后的股价,就能看到市场对这件事的真实反应了。啊差点忘了,今年是阿里上市的第一个双十一,尴尬","html":"我觉得应该看看历年双十一前后的股价,就能看到市场对这件事的真实反应了。啊差点忘了,今年是阿里上市的第一个双十一,尴尬"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":5227,"gmtCreate":1446735253614,"gmtModify":1704869993126,"author":{"id":"707446337004","authorId":"707446337004","name":"叫球总","avatar":"https://static.laohu8.com/tiger_upload_file_1446515670.png","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"双十一只是一剂春药","htmlText":"双十一前夕,阿里股价飙升很快,但这是一种虚胖,并不值得长期做多,原因正如标题所说。 本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 $(BABA)$","listText":"双十一前夕,阿里股价飙升很快,但这是一种虚胖,并不值得长期做多,原因正如标题所说。 本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 $(BABA)$","text":"双十一前夕,阿里股价飙升很快,但这是一种虚胖,并不值得长期做多,原因正如标题所说。 本人曾经做过一段时间的天猫电商,从商家的角度,我来剖析一下双十一为什么只能当春药吃吃。 1、强迫商家折扣来冲量不可持续 每年6、7月份,大型天猫商家开始筹备双十一活动,开展定方案、准备库存、制作物料等一系列工作。大概9月份,天猫开始双十一招商,从招商的规则来看,对商家的要求非常苛刻。各个类目各有不同,但是折扣要大于5、6折算是基本要求。这种一刀切的做法,并不适合所有卖家,以我所在类目为例,折扣大于8折就没有利润了,大家可以想见平日的利润就很稀少。可是商家又舍不得放弃这次品牌和产品曝光、刷爆款、冲击销售额的机会,为了尽量满足运营方的要求,只好搞一些非常规手段来哄骗系统和消费者。最终一场活动下来,店家或是欺骗了消费者,或是利润增长不多甚至亏损,最终双十一变成了自欺欺人的营销活动。 2、涸泽而渔式的增长不可持续 有的时候,用户选择在双十一消费,并不一定是便宜,而是因着天猫的强势营销而产生的一种惯性。前面提到使用非常规手段哄骗系统和消费者,我们店铺在申请时通过更改SKU、捆绑上新等手段,通过了了双十一招商审核,而实际情况是双十一当日并没有进行任何折扣,只是在运营层面营造了一种双十一的氛围。最终当日的销售翻了2-3倍。在这背后,是双十一前后销售额的下降。也就是说,双十一的业绩增长实际是挪用了平日应有的销售额。而对消费者来说,发现实际价格没有宣传的那么低,最终伤害了消费者的感情。 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,因为能及时调整,紧跟环境变化,抗风险能力更强。如果不是经历了几多家公司,见过了各公司员工的内部发言,我也无法把教育跟“水分”联系起来。主要的几个水分:1.10年授课经验2.金牌老师3.中高考命题人,国家明确规定:不允许任何机构和老师以命题人宣传。中高考命题人,实际是“中高考命题(研究)人”,省略俩字,千差万别4.XX公司教研负责人,XX区域负责人5.“河北农业大学”简称“北大”,头部机构某方干的最多,这两年被举报好多次,消停了6.某老师10000课程名额只剩10个7.邀请赛区域赛获奖省掉“邀请““区域“变成“国际竞赛金奖”“全国高中数学联赛省三等奖“变成“全国高中数学竞赛三等奖”“数学奥林匹克三等奖”(中国奥林匹克是比联赛更高级别的比赛,只有拿到联赛省一,进入省集训队,才能参加中国奥林匹克,每个省不超过60个,能参加奥林匹克的,基本都有","text":"赶在2019年的最后一个月,终于注册了自己的公司。或许因为我是一个喜欢折腾的人,从研究所辞职后跨行进入教培行业,新东方,学而思,创业公司,创新项目,大班,小班,一对一,线上线下都接触过。多家教育公司的经历竟让我得出一个可怕的结论“整个教培行业的水分多达90%以上”,这个90%是广度,不是深度,也就是有90%的教培公司有水分,但水分多少另当别论。目前在我心中仅保留良好形象的只有“学而思”一家,是一家“真实”公司,为什么说“学而思而不是“好未来”,因为好未来收购了很多公司,这些公司企业文化并没有完全的融入到学而思中,某些利益至上的观点还残留着。所以,现在更看好$好未来(TAL)$ ,“真善美优“。其次,看好$新东方(EDU)$ ,因为能及时调整,紧跟环境变化,抗风险能力更强。如果不是经历了几多家公司,见过了各公司员工的内部发言,我也无法把教育跟“水分”联系起来。主要的几个水分:1.10年授课经验2.金牌老师3.中高考命题人,国家明确规定:不允许任何机构和老师以命题人宣传。中高考命题人,实际是“中高考命题(研究)人”,省略俩字,千差万别4.XX公司教研负责人,XX区域负责人5.“河北农业大学”简称“北大”,头部机构某方干的最多,这两年被举报好多次,消停了6.某老师10000课程名额只剩10个7.邀请赛区域赛获奖省掉“邀请““区域“变成“国际竞赛金奖”“全国高中数学联赛省三等奖“变成“全国高中数学竞赛三等奖”“数学奥林匹克三等奖”(中国奥林匹克是比联赛更高级别的比赛,只有拿到联赛省一,进入省集训队,才能参加中国奥林匹克,每个省不超过60个,能参加奥林匹克的,基本都有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919522863","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417662,"gmtCreate":1551858981474,"gmtModify":1704791630895,"author":{"id":"707446337004","authorId":"707446337004","name":"叫球总","avatar":"https://static.laohu8.com/tiger_upload_file_1446515670.png","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$腾讯控股(00700)$ 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真的好么?危险吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348016","isVote":1,"tweetType":1,"viewCount":2188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}