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雪球·财经有深度

雪球·财经有深度

Business:Investing

1927.积累能力圈

1927.积累能力圈

2022-10-15
Download Right click and do "save link as"

欢迎收听雪球和喜马拉雅联合出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。听众朋友们大家好,我是主播匪石-34,今天分享的内容叫积累能力圈,来自北方的wolf1985。


查理芒格的一条建议:画定你的能力圈,你必须弄清楚自己有什么本领。如果玩那些别人玩得很好,自己却一窍不通的游戏,那么你注定一败涂地。


要认清自己的优势,只在能力圈里竞争。你真的有能力,就会清楚边界。那就是说,如果你还不知道自己的能力圈在哪里,只能说明:你的能力还不足够,那需要做的,不是找到能力圈,而是去积累能力。


账户两年没有入金,本月开始入金了,就像我们公司两年没有增长今年开始增长了,行业下滑20%对手死了50%,多出来的30%就是活下来的人,现在的增长建立在优质产品优质组织上,或者给了什么都没干,没什么错误可言的人,或者一直活下来的企业上


今年测试很多逻辑,从传统电商到跨境电商现在直播电商,增长的核心还是能不能把一次性用户变成终身用户,能不能把低频产品变成高频产品,能不能把多次性广告费变成品牌资产,这样所有的投入都有了积淀


平台并不是牢不可破,就像抖音现在严防死守,避免客户站外流失,但是只要做直播的人都清楚,不把用户引入私域,跟着抖音走必死无疑。抖音的价值观还不如阿里,内部的混乱远超想象,无论商家和消费者的忠诚度远低于京东甚至拼多多,现在火也仅仅是好玩,热闹也仅仅是一时,最终看的是用户粘性,看的是商家的选择。腾讯还是私域最好的选择。


现在生意突围的重点是内容加链接加产品,怎么样建立信任是消费品品牌要深度思考的,优质的含义不再是质量或者服务态度,而是精准,服务一小部分人的品牌比谁都想服务好的品牌,日子舒服的多


想明白想法,然后少就是多在当下尤为重要,信息不对称还是严重存在的,这个不对称来自固定的朋友圈或者惯性思维,就像上个月确定增加nmn这个品类,最终在海关上耽误一个月,后来和几个中欧同学交流,发现他们资源更好。这种信息不对称造成的推动障碍,需要我们更加开放的去交流,去曝光想法


尝试的脚步不能停止,只是尝试的方法不断升级,情绪是最不值钱的,自我提升不断积累能力才是最优选。



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2164.如何理解苹果重磅级产品发布后的概念股大跌?
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2163.“消费降级”下的投资逻辑
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2162.换挡期
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2159.如何面对好公司股价的下跌
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2158.猪周期或许已经被延长
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2157.复苏交易,这一次会更理性
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2156.如何战胜量化交易——兼论投资者如何选股
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2155.机器人浮于市
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2154.光伏的“内卷”和通威的差异化竞争
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