投资创业和人生

1
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前两天分享的视频确实有点小情绪啊

2
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确实被一些价值观很差的人影响了心情啊

3
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本来呢啊我就讲嘛

4
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我说我分享投资呢就5年的时间啊

5
00:00:11,740 --> 00:00:12,880
现在已经4年多了

6
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就没打算这个事呢

7
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一直按照过去的方式去做

8
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本身我是做电商的啊

9
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做了16年电商啊

10
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到现在呢啊自己有自己的家电品牌啊

11
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有酒茶保健品品牌啊

12
00:00:24,870 --> 00:00:26,339
海外呢还有好几个品牌

13
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其实呢巴菲特说过一句话啊

14
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就像创业一样投资

15
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像投资一样创业

16
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因为那你懂公司

17
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你才能拿得住啊

18
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你才能买到合理的价格

19
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你才了解这个公司的管理层

20
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还有没有股东回报

21
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所以实际上我的研究逻辑呢

22
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就是通过深入行业哈

23
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比如说我做家电的

24
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那我对美的九阳苏泊尔啊

25
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先锋格力艾美特啊

26
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海尔海信TCL那比较熟悉

27
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因为你做这么多年呢

28
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你对他行业非常了解啊

29
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对他的这个数据后面的财务数据

30
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后面的一些真实的经营情况啊

31
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能看出来啊

32
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再比如说保健品啊

33
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保健品这个行业呢

34
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其实我是从做IP开始啊

35
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我就研究这个行业

36
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实际上研究完之后呢

37
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就发现了啊

38
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就是跨境保健品嘛还是个增长赛道

39
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这也是为什么当很多兄弟说权哥啊

40
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能不能买买套那杯件

41
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我说不要碰他

42
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那杯件真的啊

43
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你可以看我所有的分享

44
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我都说那时候我分享创投币建的时候

45
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创汇价还200多个亿啊

46
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没记错的话

47
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就两百三十十个亿吧

48
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那现在应该是很要攒了吧

49
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那当时我说你要是买特色配件

50
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你可以看一下这个建河啊

51
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AHA是国际控股嘛

52
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因为逻辑很简单嘛

53
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因为AHA是国际控股

54
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他是汤那边的两倍的销售额

55
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但是股价呢只有汤那边的1/3啊

56
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要不就是啊糖尿病院高估了啊

57
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要不就是建河呢低估了

58
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那这个逻辑你从财报简单的一算就知道

59
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那不可能

60
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那你这个差距这么大啊

61
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只有别人的1/3嘛

62
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那实际上呢最终的结果呢

63
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也是验证了我的观点哈

64
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就是我分享HH国控制的时候

65
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应该在11块多啊

66
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现在的话大概是15块左右吧

67
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那当然了呃

68
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国际控股呢一度跌到了十块钱左右啊

69
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就这个体验也不好

70
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但是呢整个保健品行业

71
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包括消费品行业呢体验都不好

72
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买

73
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AHA的国际股算是好的啊

74
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实际上我分享的逻辑是

75
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因为我从事这个行业

76
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我才能知道哈他的销售数据啊

77
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他的实际的品牌的占有率啊

78
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产品的竞争力啊

79
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包括这个赛道的啊估值啊高低啊

80
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啊财报的透明度就是很多东西呢别人看不到哈

81
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比如说负债率太高啊

82
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再比如说啊这个公司里面的这个啊应收账款啊

83
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啊包括他的营销费用啊

84
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啊到底哪个数据啊

85
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能够验证这个公司是有这种反转的可能性

86
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都是通过常年的做生意才能感觉到的啊

87
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跑了很多供应商啊

88
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在美国做了这几年投资哈

89
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哈在美国这一年呢跑了几十家保健品工厂啊

90
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包括啊基本上头部的那些品牌的代工厂啊

91
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咱都去过啊

92
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通过给他们工厂里的研发人员聊呢

93
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也知道哪些公司的产品啊是能够持续的啊

94
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包括政策的影响

95
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实际上这个呢就是巴菲特讲的像投资一样创业

96
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和创业一样投资

97
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你说如果说你脱离了一个行业

98
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脱离了这个公司的经营

99
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我们想去跟踪他其实并不容易

100
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因为你比如说啊

101
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你看我是原来步步高出来啊

102
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做了十几年的手机

103
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再也是为什么我对小米啊分析小米的时候

104
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我能讲到它的重点啊

105
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就是啊手机销量

106
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手机占有率啊

107
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包括这个家电的竞争格局哈

108
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包括呢这个啊小米的这个啊资源的分配情况啊

109
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甚至包括我通过自己做IP呢啊

110
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我也能够预测出来哈

111
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雷老板的这个IP的最终的结局

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实际上我在两年前我分享这个小米造车的时候

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我说啊造车呢肯定是个负资产啊

114
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那个时候呢大家骂声一片啊

115
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就大家觉得你凭什么说小米是负资产嘛

116
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那那汽车一个几10万哈

117
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他对这个手机的品牌帮助很大

118
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然后当时我说的很直白

119
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我说汽车这个行业的竞争啊比手机激烈多了

120
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你手机现在头部的就那么几家对吧

121
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那全球第一的三星

122
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那利润第一的是苹果对吧

123
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然后下面有VIVOOPPO小米啊

124
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华为荣耀实际上就那么几家

125
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那传音呢其实竞争力也不强

126
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那如果小米豪华做手机的话

127
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它的估值其实比现在还要高

128
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但是呢你的精力一旦分散了

129
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因为手机也好

130
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家电也好啊

131
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然后汽车也好

132
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都是竞争最激烈的行业

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我们做家电出身啊

134
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做手机这么多年

135
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做数码产品

136
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就是非常了解这个行业的竞争程度

137
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因为我们自己也做品牌嘛

138
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基本上竞争是无孔不入的

139
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而且头部的品牌呢都是三五十年的沉淀

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实力非常强

141
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就他们通过做工厂呢又能控制品质

142
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又能控制成本

143
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其实小米在这个供应链上沉淀是远远不足的

144
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而且随着这个IP的热度下滑

145
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还有两面性哈

146
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比如说哎你好的时候

147
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大家都会说你哎牛逼啊

148
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雷老板牛逼

149
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但当你但凡是不好的时候

150
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你的缺点也会被放大

151
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所以实际上我在去年年初

152
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包括前年我就说过

153
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我说雷老板那个IP会不会反噬城里的米粉

154
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会变成米黑

155
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实际上这个事也就过了一年就就反转了

156
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包括我分享了很多这个消费的个股啊

157
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都是基于自己从业这么多年的一个深度思考

158
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而不是说基于打单的炒股的逻辑啊

159
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实际上炒股呢我不是很擅长啊

160
00:05:02,189 --> 00:05:04,660
你特别是就玩这个科技的哈

161
00:05:04,660 --> 00:05:05,439
我的逻辑很简单

162
00:05:05,439 --> 00:05:07,740
就是便宜好公司买的便宜很讲道理

163
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多少钱回本

164
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我所有的这个逻辑呢都是基于这个观点啊

165
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就是你你同类的公司

166
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我买全球最好的对吧

167
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比如说你啊买这个GPU啊

168
00:05:16,968 --> 00:05:19,009
那那英伟达肯定最好买手机啊

169
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苹果最好啊

170
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买这个收车引擎啊

171
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大模型哎

172
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谷歌哈综合最强对吧

173
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买酒哈茅台最好啊

174
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买中概啊

175
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买那腾讯啊最好啊

176
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拼多多呢哈哈最低估啊

177
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再比如说这个哈买这个硬件类的是吧

178
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那你就买的便宜嘛

179
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你算算回本嘛

180
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那实在算不出来

181
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那压住这个赛道的话

182
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就从增速啊

183
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包括他的这个估值方面啊

184
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增速最快啊

185
00:05:43,278 --> 00:05:44,358
护城河最深啊

186
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估值最便宜

187
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那你实在看不懂货币周期

188
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看不到这个分红的话

189
00:05:47,999 --> 00:05:49,519
那你就赌这个啊

190
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这个里面风险最小的嘛

191
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就要我说

192
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那你一个好公司买的便宜

193
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你肯定比买贵风险要小得多对吧

194
00:05:54,860 --> 00:05:56,019
你的胜率高很多

195
00:05:56,019 --> 00:05:57,579
那这个呢是概率逻辑啊

196
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就我们做确定性呢是回本逻辑

197
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那你但凡是没有那么熟的话

198
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你这概率对吧

199
00:06:02,718 --> 00:06:04,238
我亏的概率多高啊

200
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比我赢的概率80%

201
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那我亏了20%

202
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你可以尝试

203
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对不对

204
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所以呢你不想错过机会

205
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你就可以用这个方法嘛

206
00:06:10,899 --> 00:06:13,660
但是分享过程里面呢其实也有很多的杂音啊

207
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实际上这也是为什么我现在对讲个股呢

208
00:06:16,100 --> 00:06:18,230
其实是不太有兴趣对吧

209
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一个是自己呢确实啊收益不错啊

210
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第二个呢就是那总是希望有些人能够理解哈

211
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能听懂

212
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而不是说你被一个没有听懂的人天天啊干扰呀

213
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包括这个之前讲到新能源汽车啊

214
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讲到这个小米啊

215
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蔚来小鹏啊

216
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比亚迪的时候

217
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你看我去年讲这个赛道的时候啊

218
00:06:36,129 --> 00:06:37,129
其实我平常很多时候

219
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我说如果啊今年进入存量市场

220
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那就会和家电一样对吧

221
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就是增收不增利

222
00:06:43,379 --> 00:06:44,920
而且呢这个投入越大啊

223
00:06:44,920 --> 00:06:45,649
利润越低

224
00:06:45,649 --> 00:06:47,389
实际上新能源汽车去年到现在

225
00:06:47,389 --> 00:06:49,410
新势力这些基本上都要涨两三折

226
00:06:49,410 --> 00:06:50,129
三四折

227
00:06:50,129 --> 00:06:52,589
但是在这个行业的投资人很多啊

228
00:06:52,589 --> 00:06:55,370
就是很多人就会过来啊啊羞辱啊

229
00:06:55,370 --> 00:06:55,850
辱骂呀

230
00:06:55,850 --> 00:06:57,180
然后骚扰呀

231
00:06:57,180 --> 00:06:58,779
实际上这个过程呢其实我也想过啊

232
00:06:58,779 --> 00:07:00,680
如果说哎不去分享这东西呢

233
00:07:00,680 --> 00:07:02,120
其实呢我省心很多啊

234
00:07:02,120 --> 00:07:02,560
当然了

235
00:07:02,560 --> 00:07:04,639
你说那你要去分享啊是吧

236
00:07:04,639 --> 00:07:05,480
去得罪人

237
00:07:05,480 --> 00:07:06,680
这个也不是我的初心啊

238
00:07:06,680 --> 00:07:07,600
没有必要对吧

239
00:07:07,600 --> 00:07:09,050
现在你很舒服的赚钱

240
00:07:09,050 --> 00:07:10,350
干嘛让自己不舒服呢

241
00:07:10,350 --> 00:07:12,560
这个也是我我想了很多事啊

242
00:07:12,560 --> 00:07:13,800
就是无论是创业呀

243
00:07:13,800 --> 00:07:16,959
投资呀啊包括我们人生呀都一模一样对吧

244
00:07:16,959 --> 00:07:18,740
有最好的不想吃好的是吧

245
00:07:18,740 --> 00:07:19,500
能能很能赚钱

246
00:07:19,500 --> 00:07:20,740
就不要跪着赚钱是吧

247
00:07:20,740 --> 00:07:22,100
能能和好人在一块

248
00:07:22,100 --> 00:07:23,379
为什么和垃圾在一块呢是吧

249
00:07:23,379 --> 00:07:24,660
你说我们做投资的目的

250
00:07:24,660 --> 00:07:26,779
不就为了给自己塑造一个好的环境啊

251
00:07:26,779 --> 00:07:28,500
让自己躺着赚钱吗对吧

252
00:07:28,500 --> 00:07:32,529
这也是为什么我不愿意去哈讲那些对吧

253
00:07:32,529 --> 00:07:33,449
这个AI赛道啊

254
00:07:33,449 --> 00:07:36,649
包括啊但凡脱离基本面或者说无法啊

255
00:07:36,649 --> 00:07:38,110
毛估估现金流的公司

256
00:07:38,110 --> 00:07:39,269
我都不敢去讲

257
00:07:39,269 --> 00:07:41,790
因为这个东西呢你你赌概率哈

258
00:07:41,790 --> 00:07:42,470
你赌趋势

259
00:07:42,470 --> 00:07:43,290
你赌情绪

260
00:07:43,290 --> 00:07:44,500
你还是在赌

261
00:07:44,500 --> 00:07:47,220
而不是说真的是你懂懂的话是什么呢

262
00:07:47,220 --> 00:07:47,699
就是跌了

263
00:07:47,699 --> 00:07:49,060
你开心呀对吧

264
00:07:49,060 --> 00:07:49,660
你其实来讲

265
00:07:49,660 --> 00:07:51,790
你看这几年很多好公司啊

266
00:07:51,790 --> 00:07:52,810
实际上被错杀

267
00:07:52,810 --> 00:07:54,529
但跌的时候其实很开心的加仓

268
00:07:54,529 --> 00:07:55,389
没有慌过

269
00:07:55,389 --> 00:07:56,610
那唯一的是什么呢

270
00:07:56,610 --> 00:07:59,009
就是这个行业的模型变掉了是吧

271
00:07:59,009 --> 00:08:01,649
那你像中概似的确确实实太有影响了

272
00:08:01,649 --> 00:08:03,430
比如说那确实是啊

273
00:08:03,430 --> 00:08:05,769
那那这些啊精米面出问题了哈

274
00:08:05,769 --> 00:08:07,290
你要美团阿里竞争的时候

275
00:08:07,290 --> 00:08:08,629
那精品面确实出问题了

276
00:08:08,629 --> 00:08:09,089
对不对

277
00:08:09,089 --> 00:08:10,350
那再比如说那拼多多

278
00:08:10,350 --> 00:08:12,509
他在这个啊在出海的过程里面

279
00:08:12,509 --> 00:08:15,079
那确实是受到这个政策影响很大对吧

280
00:08:15,079 --> 00:08:16,899
你的你的出坏啊

281
00:08:16,899 --> 00:08:17,899
影响越来越大啊

282
00:08:17,899 --> 00:08:20,779
包括你的这个啊这个竞争格局啊

283
00:08:20,779 --> 00:08:21,500
压力越来越大啊

284
00:08:21,500 --> 00:08:23,420
包括这个啊税务合规啊

285
00:08:23,420 --> 00:08:27,629
包括这些啊商家的这种广告费支出啊越来越大

286
00:08:27,629 --> 00:08:29,329
那这个时候呢你会思考一下

287
00:08:29,329 --> 00:08:31,240
就是你要不要调整一下仓位啊

288
00:08:31,240 --> 00:08:32,820
调整一下原来的这个策略啊

289
00:08:32,820 --> 00:08:34,580
这个事情也是要考虑的哈

290
00:08:34,580 --> 00:08:38,690
因为任何公司他都要经历这个兴衰啊

291
00:08:38,690 --> 00:08:39,470
起伏啊

292
00:08:39,470 --> 00:08:41,230
你不可能不去琢磨

293
00:08:41,230 --> 00:08:43,679
说哎我这个逻辑有没有变是吧

294
00:08:43,679 --> 00:08:44,759
如果变的话

295
00:08:44,759 --> 00:08:45,980
我该怎么调整

296
00:08:45,980 --> 00:08:47,759
但是呢万变不离其宗哈

297
00:08:47,759 --> 00:08:49,960
你所有的这个投资的决策呢

298
00:08:49,960 --> 00:08:52,240
还是要回到他的基本面哈

299
00:08:52,240 --> 00:08:53,519
继续回到他的行业估值哈

300
00:08:53,519 --> 00:08:54,700
回到他的股东回报率

301
00:08:54,700 --> 00:08:57,889
这个呢是从来不会变的一个东西啊

302
00:08:57,889 --> 00:08:58,529
啊当然了

303
00:08:58,529 --> 00:09:00,070
你说哈分享这么多

304
00:09:00,070 --> 00:09:01,289
我最开心的是什么呢

305
00:09:01,289 --> 00:09:03,330
就是很多兄弟能听懂啊

306
00:09:03,330 --> 00:09:04,049
很认可

307
00:09:04,049 --> 00:09:08,370
但为什么我说以后呢啊这种高收益的打法呢

308
00:09:08,370 --> 00:09:11,070
我也不可能说像过去那么去讲哈

309
00:09:11,070 --> 00:09:13,090
这个东西呢确确实实风险太大了

310
00:09:13,090 --> 00:09:15,828
而且呢你去用心的讲的时候呢

311
00:09:15,828 --> 00:09:17,308
他听不懂人呢

312
00:09:17,308 --> 00:09:19,928
他反而呢会过来哈找麻烦

313
00:09:19,928 --> 00:09:21,849
因为你没必要做那种粗理不套的事

314
00:09:21,849 --> 00:09:24,899
所以我未来呃最多呢也就讲讲思路哈

315
00:09:24,899 --> 00:09:25,759
讲讲思路啊

316
00:09:25,759 --> 00:09:27,480
讲讲这个观点呐

317
00:09:27,480 --> 00:09:29,980
哈讲讲这个行业的分析啊

318
00:09:29,980 --> 00:09:32,830
个股的话肯定会养的越来越少是吧

319
00:09:32,830 --> 00:09:36,909
然后呢这个也就给一些哈哈同道中人是吧

320
00:09:36,909 --> 00:09:39,169
就分享我的一些个人的思考啊

321
00:09:39,169 --> 00:09:41,149
尖锐一点的也只能给那些懂的人讲

322
00:09:41,149 --> 00:09:42,629
因为大部分人实实来讲哈

323
00:09:42,629 --> 00:09:45,440
我我就觉得哈我们目前的竞争格局啊

324
00:09:45,440 --> 00:09:47,240
实话实说非常的恶劣

325
00:09:47,240 --> 00:09:48,879
实际上所有的公司啊

326
00:09:48,879 --> 00:09:50,500
我每天收到几百个留言啊

327
00:09:50,500 --> 00:09:52,940
哈有买了这个做海骨的哈

328
00:09:52,940 --> 00:09:53,779
石头歌技呀

329
00:09:53,779 --> 00:09:55,750
科沃诗呀对吧啊

330
00:09:55,750 --> 00:09:57,909
包括这个买了出海电力的啊

331
00:09:57,909 --> 00:09:59,070
买了出海的消费品的

332
00:09:59,070 --> 00:10:00,480
买了化妆品保健品

333
00:10:00,480 --> 00:10:02,299
买了这些医医美的

334
00:10:02,299 --> 00:10:03,720
很多人找我说

335
00:10:03,720 --> 00:10:05,759
你权哥怎么样估值呢

336
00:10:05,759 --> 00:10:07,250
这个公司到底怎么了呢

337
00:10:07,250 --> 00:10:09,529
实际上不一定这个公式有问题

338
00:10:09,529 --> 00:10:11,570
各位很多时候竞争过度啊

339
00:10:11,570 --> 00:10:12,730
比如咱随便说一个案例吧

340
00:10:12,730 --> 00:10:14,559
啊比如说小家电啊

341
00:10:14,559 --> 00:10:16,519
小家电最近老有兄弟留言说

342
00:10:16,519 --> 00:10:18,129
问我这个石头科技怎么回事

343
00:10:18,129 --> 00:10:20,289
其实石头科技这些公司呢

344
00:10:20,289 --> 00:10:22,610
他还真的不完全是基本面出问题

345
00:10:22,610 --> 00:10:24,289
就就是卷的太严重哈

346
00:10:24,289 --> 00:10:25,990
第二个就出身不好对吧

347
00:10:25,990 --> 00:10:27,269
同样做这个啊

348
00:10:27,269 --> 00:10:28,269
这个吸尘器的哈

349
00:10:28,269 --> 00:10:29,659
做炸锅的呃

350
00:10:29,659 --> 00:10:30,580
沙特赢家啊

351
00:10:30,580 --> 00:10:31,860
估值的话29倍啊

352
00:10:31,860 --> 00:10:34,360
市值的话一百七八十亿美金对吧

353
00:10:34,360 --> 00:10:35,860
那创始人不是收购方

354
00:10:35,860 --> 00:10:36,820
还是人家王旭宁

355
00:10:36,820 --> 00:10:37,750
九阳的创始人

356
00:10:37,750 --> 00:10:38,750
同一个老板啊

357
00:10:38,750 --> 00:10:42,609
那九阳过去的啊是35年跌了八九十%

358
00:10:45,188 --> 00:10:46,288
那同样一个老板呢

359
00:10:46,288 --> 00:10:47,328
如果说做国内的话

360
00:10:47,328 --> 00:10:50,350
可能身价从百亿富豪变成了啊10亿富豪

361
00:10:50,350 --> 00:10:52,169
但是呢因为做了沙特赢家哈

362
00:10:52,169 --> 00:10:55,779
从这个啊几10亿变成了啊七八百亿

363
00:10:55,779 --> 00:10:59,379
所以你说王旭宁人还是那个人是吧

364
00:10:59,379 --> 00:11:00,799
然后供应链还在供应链哈

365
00:11:00,799 --> 00:11:03,049
然后那个啊逻辑和那个逻辑

366
00:11:03,049 --> 00:11:05,299
那为什么这个身价就翻了几十倍呢

367
00:11:05,299 --> 00:11:07,639
本质上来讲他肯定不是企业经营的问题

368
00:11:07,639 --> 00:11:09,100
也是我们可以严格来讲

369
00:11:09,100 --> 00:11:11,340
这个商业模式哈也没有什么变化

370
00:11:11,340 --> 00:11:12,980
然后呢这个老板没什么变化

371
00:11:12,980 --> 00:11:15,409
然后呢这个啊行业的竞争加剧了

372
00:11:15,409 --> 00:11:18,429
但是呢估值的根本在于说第一个你的出身

373
00:11:18,429 --> 00:11:21,519
因为你出在竞争最激烈的国内这个市场啊

374
00:11:21,519 --> 00:11:23,188
无论是科老师啊

375
00:11:23,188 --> 00:11:25,408
追觅哈还是石头科技还是9号

376
00:11:25,408 --> 00:11:27,229
还有一众这个其他的全封之类的

377
00:11:27,229 --> 00:11:28,028
都在跟你竞争

378
00:11:28,028 --> 00:11:30,539
那第二个呢就是你做线上渠道呢

379
00:11:30,539 --> 00:11:31,820
会面临这个问题啊

380
00:11:34,299 --> 00:11:35,639
无论是COSPO2维码

381
00:11:35,639 --> 00:11:37,940
在美国本土呢啊做的很强势

382
00:11:37,940 --> 00:11:40,720
反而呢是因为他线下呢受影响受的小

383
00:11:40,720 --> 00:11:43,340
反而呢线上呢像像亚马逊呐

384
00:11:43,340 --> 00:11:45,809
像这些平台呢对商家影响很大

385
00:11:45,809 --> 00:11:48,289
所以呢你在买入这些出海品牌的时候

386
00:11:48,289 --> 00:11:50,210
你除了考虑它的销售额增速以外

387
00:11:50,210 --> 00:11:54,309
你还要看他的线下的覆盖率和线下的占比

388
00:11:54,309 --> 00:11:56,690
实际上现在的消费品估值啊

389
00:11:56,690 --> 00:11:58,190
线下比线上重要

390
00:11:58,190 --> 00:11:59,549
哎你线上卖的越好

391
00:11:59,549 --> 00:12:00,669
你反而你的估值会越低

392
00:12:00,669 --> 00:12:02,009
因为你是波动太大了

393
00:12:02,009 --> 00:12:03,629
你反而线下占比越高呢

394
00:12:03,629 --> 00:12:04,490
你的估值会越高

395
00:12:04,490 --> 00:12:06,090
因为你稳定哈

396
00:12:06,090 --> 00:12:08,909
然后呢这个消费者心智更强

397
00:12:08,909 --> 00:12:10,929
然后呢没有那么的卷

398
00:12:10,929 --> 00:12:14,950
所以你要从这个渠道角度来讲哈

399
00:12:14,950 --> 00:12:17,509
就是我们讲的这个波特五力模型是吧

400
00:12:17,509 --> 00:12:19,450
然后你要做一个全面的分析

401
00:12:19,450 --> 00:12:21,289
那这就是做消费品的话

402
00:12:21,289 --> 00:12:22,850
实际大家你要去研究哈

403
00:12:22,850 --> 00:12:24,269
你要懂行啊

404
00:12:24,269 --> 00:12:27,110
你还要去从全球不同的视角去看待

405
00:12:27,110 --> 00:12:28,149
这个消费品的估值

406
00:12:28,149 --> 00:12:30,389
所以这个呢也是做投资的时候

407
00:12:30,389 --> 00:12:32,649
一个非常重要的思考纬度啊

408
00:12:32,649 --> 00:12:34,350
当然了你要买科技啊

409
00:12:34,350 --> 00:12:37,370
这个东西呢啊我们也是啊重投了美股科技嘛

410
00:12:37,370 --> 00:12:39,269
你说这个呢也赚了很多钱嘛

411
00:12:39,269 --> 00:12:40,649
但是我们的逻辑很简单啊

412
00:12:40,649 --> 00:12:42,210
所以沪通河深啊

413
00:12:42,210 --> 00:12:43,429
呃买谁哈

414
00:12:43,429 --> 00:12:45,450
第二个呢就是跌的狠的时候哈

415
00:12:45,450 --> 00:12:46,529
就巴菲特说到啊

416
00:12:46,529 --> 00:12:49,409
那哈这个天上掉掉金子的时候

417
00:12:49,409 --> 00:12:50,570
拿盆来接嘛啊

418
00:12:50,570 --> 00:12:52,129
平时基本上不怎么操作啊

419
00:12:52,129 --> 00:12:53,309
再加点清权策略

420
00:12:53,309 --> 00:12:54,850
就整个逻辑非常简单

421
00:12:54,850 --> 00:12:56,469
还非常舒服啊

422
00:12:56,469 --> 00:12:57,188
讲了那么多呢

423
00:12:57,188 --> 00:13:00,028
就是感谢这么多兄弟呢支持啊

424
00:13:00,749 --> 00:13:03,559
特别是每日看我这个情绪不好啊

425
00:13:03,559 --> 00:13:05,860
被人攻击的时候都站出来哈

426
00:13:05,860 --> 00:13:07,460
为我为我证明啊

427
00:13:07,460 --> 00:13:08,820
为我这个加油的兄弟啊

428
00:13:08,820 --> 00:13:09,299
是非常感谢

429
00:13:09,299 --> 00:13:10,080
非常感谢真的

430
00:13:10,080 --> 00:13:11,940
其实来讲分享投资的乐趣也在这个地方

431
00:13:11,940 --> 00:13:13,620
就是你说哈

432
00:13:13,620 --> 00:13:14,460
你说你分享啊

433
00:13:14,460 --> 00:13:15,740
你图什么嘛对吧

434
00:13:15,740 --> 00:13:17,200
没什么赚钱也可以啊

435
00:13:17,200 --> 00:13:18,379
还有很多兄弟说强哥

436
00:13:18,379 --> 00:13:19,539
你这个就是为了带货

437
00:13:19,539 --> 00:13:24,100
哎你说做电商的谁不想打品牌对吧

438
00:13:24,100 --> 00:13:27,000
做电商的哪个人不希望免费流量对吧

439
00:13:27,000 --> 00:13:30,240
做电商的哪个人不被平台深深的捆绑对吧

440
00:13:30,240 --> 00:13:32,360
你你说做化妆品保健品的那些人

441
00:13:32,360 --> 00:13:33,740
哪个人不拿60%的

442
00:13:33,740 --> 00:13:36,099
到70的营销费用去投流

443
00:13:36,099 --> 00:13:37,379
但是你你有IP

444
00:13:37,379 --> 00:13:38,698
有免费的流量

445
00:13:38,698 --> 00:13:41,359
你比别人节省五六十%的营销费用呀

446
00:13:41,359 --> 00:13:45,200
那这个东西从从这个创业者角度那做

447
00:13:45,200 --> 00:13:46,480
做内容是最好的渠道

448
00:13:46,480 --> 00:13:48,299
但是这个过程呢还能帮助一些人

449
00:13:48,299 --> 00:13:49,240
还能自己赚钱

450
00:13:49,240 --> 00:13:50,129
何乐而不为呢

451
00:13:50,129 --> 00:13:52,169
所以这是一个一箭三雕的事

452
00:13:52,169 --> 00:13:53,529
没有什么坏处啊

453
00:13:53,529 --> 00:13:53,769
当然了

454
00:13:53,769 --> 00:13:55,830
我建议大家都可以去做电商的兄弟

455
00:13:55,830 --> 00:13:57,370
都可以考虑一下做IP啊

456
00:13:57,370 --> 00:14:00,009
都可以通过IP给自己的品牌引流啊

457
00:14:00,009 --> 00:14:00,769
多好的渠道啊

458
00:14:00,769 --> 00:14:01,519
对不对

459
00:14:01,519 --> 00:14:03,919
唉所以呢讲了很多很感谢啊

460
00:14:03,919 --> 00:14:05,860
以后呢更多的分享逻辑啊

461
00:14:05,860 --> 00:14:08,320
尽量的减少个股的分析啊

462
00:14:08,320 --> 00:14:09,440
减少干扰啊

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