远离没有正确价值观的人

1
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小米的股东绝对是我见过最奇葩的一个群体啊

2
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咱不是说所有的小米股东都有问题啊

3
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但是呢我收我收到的为数不多的两次投诉

4
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都是小米的股东

5
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都因为我讲小米的估值

6
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从60块讲到现在30块

7
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我说小米高估了

8
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为什么高估了

9
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说了三个点啊

10
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无论是汽车

11
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无论是家电

12
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都是十倍左右的PE

13
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一这个行业估值啊啊手机呢今年呢下滑很严重

14
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因为苹果呢在降价

15
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内存涨价之后呢

16
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小米呢原来的低端的都亏钱

17
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只能涨价涨价

18
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卖不动旗舰机

19
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比小比咱苹果的手机还要贵

20
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那无论是小米VIVOOPPO今年受打击都很厉害

21
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那有可能还会巨额亏损

22
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你说我今天看这个股价

23
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这不已经腰斩了吗

24
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我哪一点说错了

25
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但是我每一次啊小米发了财报

26
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我在讲小米这家公司的时候

27
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都有人举报

28
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我前两天呢在那个七旬啊

29
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有一个人我又讲了这个事吧

30
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我又讲了个小米的新财报嘛

31
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首先呢小米把我投诉了

32
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刚才视频下架了啊

33
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接着呢哎这个哥们在群里骂你啊

34
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他说你不要讲小米好不好

35
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那小米怎么怎么样

36
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你不要你去讲小米

37
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浪费你的时间

38
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我为什么不能讲小米呢

39
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所有的公司发了财报我都讲的呀

40
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我不只是小米啊

41
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因为我做家电

42
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做手机

43
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做数码产品出身的呀

44
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我对这个行业很熟呀

45
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那我最喜欢讲的就是家电行业

46
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消费品行业啊

47
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手机行业啊

48
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互联网行业

49
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科技行业

50
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这我老本行业啊

51
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我为什么就不能讲呢

52
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结果呢这个哥们呢反复的说

53
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哎你不要讲

54
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我知道他买了小米的股票

55
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因为小米股票跌了

56
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腰斩了

57
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他不高兴

58
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但是你不高兴归不高兴

59
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那我分析财报

60
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我帮助的是大部分投资者呀

61
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那不别的人也想让我讲呀

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结果呢就因为这句话

63
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他说你不要讲小米啊

64
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浪费大家的时间

65
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我说你还浪费大家的时间

66
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浪费他的时间

67
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我说你的时间值多少钱呀

68
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我说我一小时给自己定价20万

69
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你一小时多少钱

70
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你跟我说吧

71
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我一个小米的视频两分多钟

72
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你能值多少钱

73
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2分钟看完之后你会亏吗

74
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那我讲的小米的财报

75
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哪一个数据是真的是真的

76
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是是是你能挑出毛病来的

77
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对不对啊

78
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那你本来也不值钱呀

79
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你这时间啊

80
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那本来你买了小米

81
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证明你对这个行业不懂啊

82
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你不懂你为什么不能听一听呢

83
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对不对

84
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就因为你的股价跌了

85
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你就不让别人讲

86
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然后让更多的人都吃亏

87
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对不对

88
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所以有很多人我跟你讲就没有价值观

89
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你知道吗

90
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就是我当时呢我就怼了他一句啊

91
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我说你的时间能值多少钱对吧

92
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你说啊浪费时间

93
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我为我都不认为浪费时间

94
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我一小时认为自己值20万人不浪费

95
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你为什么会认为浪费呢

96
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然后这个事呢我就因为他也可以骂羊嘛

97
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他一骂的时候

98
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我说你素质太差了

99
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你不要骂人

100
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然后你猜怎么着诶

101
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天天黑天天黑啊

102
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全网举报黑各位

103
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我去年的时候6月份回国

104
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也是一个小米的股东是吧

105
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在60块钱

106
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去年56月份你可以看股价应该60块钱

107
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然后呢我就说小米在家工资回腰斩的对吧

108
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你一定要小心

109
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那个时候群里面呢都是看涨的啊

110
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因为小米确实是涨了60块钱嘛

111
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全是看涨的啊

112
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什么小米的冰箱卖爆了啊

113
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汽车卖爆了啊

114
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都都都都天天各位

115
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然后我就后面会摇的

116
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结果哎那个福建阿文那把我举报了

117
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举报之后呢

118
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他举报到公安

119
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公安到我公司查了一天没查出问题来

120
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因为大家知道啊

121
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我是一个卖货出身的啊

122
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就是卤肥酱酒对吧

123
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然后red one保健品都是我的品牌

124
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回到家段朗我的品牌对吧

125
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我这个东西是什么

126
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概就是你想学投资

127
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然后呢我分享投资

128
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你买我的商品

129
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我赠你一年的投资咨询服务对吧

130
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那有什么嘛

131
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因为喜欢投资嘛

132
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我都是实盘了

133
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还对不对

134
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我就喜欢买好公司

135
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对不对

136
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我又不是说炒股

137
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对不对

138
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我挺想价值投资

139
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那怎么就不能讲呢

140
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对不对

141
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你买我的商品

142
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我给你货

143
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然后我还送你咨询服务啊

144
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就像别人啊做这个咨询都是收费的

145
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卖课的

146
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我又不卖课

147
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我的课程是免费的

148
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所有问题我都回你啊

149
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每个公式我都给你分析

150
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那他说哎呀你都用AI

151
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那废话用AI整理不比我整理快多了呀

152
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我最后是有判断的呀

153
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这个公式怎么样用AI把财报整理完对吧

154
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然后呢

155
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我再给你做估值

156
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做企业的买不买

157
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值不值得买啊

158
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什么时候买的分析概率的问题

159
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各位这不很好吗

160
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这个时代你不用AI

161
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你用啥

162
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我一直在群里讲

163
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我说兄弟们

164
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如果你是个老板

165
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你千万别招人了

166
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各位你用AI

167
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各位我原来400个人

168
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我现在不到40个人

169
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我40个人嫌多

170
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我公司十个人就够了

171
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为什么呢

172
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因为所有的工作AI都能做

173
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所有的工作都能用AI替代所有的工作

174
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AI都比人做的好

175
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所以我跟所有人讲

176
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我说你们千万不要再招人了

177
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因为AI比人聪明

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比人快

179
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比人听话

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比人效率高

181
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比人会创新

182
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比人有脑子啊

183
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各位90%的人脑袋真的被干废了

184
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没有脑子

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你知道吗

186
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你小米的股东有几个有有认真思考能力的

187
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对小米的股东里面

188
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大部分人他都没有从事过家电行业

189
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没有从事过手机行业

190
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没有从事过互联网行业

191
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没有对估值有了解

192
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各位你知道手机今年多惨吗

193
00:05:10,519 --> 00:05:13,040
所有的手机3000以下的都赚不到什么钱

194
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各位一个手机内存涨了将近300块呀

195
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两三百呀

196
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原来手机一个手机的话挣才挣一两百呀

197
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你现在一两百是加软件

198
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如果你一个手机挣不了一两百

199
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现在手机涨内存涨价了两三百

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我就问你

201
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你怎么可能挣钱呢

202
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你如果说手机行业都是亏的

203
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家电行业家电下滑的对吧

204
00:05:32,639 --> 00:05:34,220
然后其他行业也是下滑的

205
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你去看一看你怎么赚钱呀

206
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所以我分析这个事情

207
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它本质上它是一个商业问题

208
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它不是娘的

209
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我个人的情绪问题

210
00:05:41,519 --> 00:05:42,939
我给雷军无冤无仇呀

211
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我给小米无冤无仇呀

212
00:05:43,939 --> 00:05:45,730
我只是对这行业熟悉而已呀

213
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所以你看到没有

214
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兄弟们啊

215
00:05:47,230 --> 00:05:49,029
我在分享价值投资的时候

216
00:05:49,029 --> 00:05:50,730
为什么这么多人没脑子再说

217
00:05:50,730 --> 00:05:51,589
为什么我给大家讲

218
00:05:51,589 --> 00:05:52,569
千万别招人

219
00:05:52,569 --> 00:05:55,709
中国的教育目前培养出来这些用户啊

220
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培养那些人

221
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我跟你讲

222
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真的

223
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我不是说他妈还得干脑子

224
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根本早就不动了

225
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真的啊

226
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你也不能怪华为说35岁淘汰中间人

227
00:06:03,069 --> 00:06:04,910
真的很多人真的不动脑子了

228
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我创业创那么年

229
00:06:05,949 --> 00:06:07,350
我我为什么我会来到美国

230
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我很庆幸啊

231
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如果我不来美国

232
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真的我比张先锋还惨

233
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太累了

234
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你懂吗

235
00:06:12,959 --> 00:06:14,639
你这个人他没有价值观

236
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你要给他树立正确价值观

237
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他没有技能

238
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你要给他树立技能

239
00:06:18,370 --> 00:06:19,529
他没有前景

240
00:06:19,529 --> 00:06:20,290
你要给他规划

241
00:06:20,290 --> 00:06:20,730
他没有钱

242
00:06:20,730 --> 00:06:21,470
你要借给他

243
00:06:21,470 --> 00:06:22,370
他找不到老婆

244
00:06:22,370 --> 00:06:23,069
你都要给他找

245
00:06:23,069 --> 00:06:23,629
各位

246
00:06:23,629 --> 00:06:24,290
我在山东

247
00:06:24,290 --> 00:06:25,439
我是这么干的啊

248
00:06:25,439 --> 00:06:26,279
找不到老婆

249
00:06:26,279 --> 00:06:27,160
给他介绍女朋友

250
00:06:27,160 --> 00:06:27,800
买不起房

251
00:06:27,800 --> 00:06:28,759
给她付借款

252
00:06:28,759 --> 00:06:29,540
付首付

253
00:06:29,540 --> 00:06:31,540
换房子再给他借钱付首付

254
00:06:31,540 --> 00:06:33,480
各位有几个还的

255
00:06:33,480 --> 00:06:34,879
你就没有几个还的

256
00:06:34,879 --> 00:06:35,160
当然了

257
00:06:35,160 --> 00:06:35,939
有的人还了

258
00:06:35,939 --> 00:06:37,079
但有的人还都不还

259
00:06:37,079 --> 00:06:38,100
各位这个在中国

260
00:06:38,100 --> 00:06:39,240
你做一个企业

261
00:06:39,240 --> 00:06:40,908
你说是不是有当爹又当妈

262
00:06:40,908 --> 00:06:41,928
还要当孙子

263
00:06:41,928 --> 00:06:42,468
为啥呢

264
00:06:42,468 --> 00:06:43,610
政府老折腾你啊

265
00:06:43,610 --> 00:06:46,509
我就我就非常理解张雪峰说的那个话

266
00:06:46,509 --> 00:06:47,529
不要再有责任心了

267
00:06:47,529 --> 00:06:49,149
各位我这个生意呢

268
00:06:49,149 --> 00:06:51,408
我做到最后我给大家讲我是什么状态啊

269
00:06:51,408 --> 00:06:52,809
我直接就放弃掉了

270
00:06:52,809 --> 00:06:53,588
为什么呢

271
00:06:53,588 --> 00:06:56,428
各位我中间来美国之前呢

272
00:06:56,428 --> 00:06:57,850
我是一路想把公司卖掉

273
00:06:57,850 --> 00:06:59,689
我知道放这些人手里面呢

274
00:06:59,689 --> 00:07:01,189
其实还养能维持就不错了

275
00:07:01,189 --> 00:07:03,410
最后的结果呢可能维持也维持不下去啊

276
00:07:03,410 --> 00:07:04,350
又养了一帮人

277
00:07:04,350 --> 00:07:05,629
咱也是尽点责任心

278
00:07:05,629 --> 00:07:08,589
但是实事求是真的没什么价值

279
00:07:08,589 --> 00:07:10,430
我真的我不是说看不起人家

280
00:07:10,430 --> 00:07:12,589
是这个教育出来的人

281
00:07:12,589 --> 00:07:13,889
有好的很少

282
00:07:13,889 --> 00:07:14,769
百里挑一

283
00:07:14,769 --> 00:07:17,689
但绝大多数人就是到了30岁以后

284
00:07:17,689 --> 00:07:19,519
基本上坐在下坡路了

285
00:07:19,519 --> 00:07:20,720
他不会思考

286
00:07:20,720 --> 00:07:21,930
他不会总结

287
00:07:21,930 --> 00:07:23,089
因为他没有价值观

288
00:07:23,089 --> 00:07:23,509
你知道吗

289
00:07:23,509 --> 00:07:24,730
他没有分析逻辑

290
00:07:24,730 --> 00:07:25,970
没有能力分析

291
00:07:25,970 --> 00:07:27,230
而且贪婪

292
00:07:27,230 --> 00:07:28,009
各位你知道吧

293
00:07:28,009 --> 00:07:29,569
啊这个人为什么会贪婪

294
00:07:29,569 --> 00:07:31,129
就是中国的大龄剩女一样

295
00:07:31,129 --> 00:07:32,750
就因为他没有能力

296
00:07:32,750 --> 00:07:34,389
所以他会越来越贪

297
00:07:34,389 --> 00:07:35,709
因为他创造了价值

298
00:07:35,709 --> 00:07:37,129
他只能去索取价值

299
00:07:37,129 --> 00:07:38,709
所以你如果是一个老板

300
00:07:38,709 --> 00:07:39,709
你招来的人

301
00:07:39,709 --> 00:07:41,089
你知道都是这种人的话

302
00:07:41,089 --> 00:07:41,990
你招他干嘛

303
00:07:41,990 --> 00:07:43,439
用AI不好吗

304
00:07:43,439 --> 00:07:45,079
我为什么不能用AI呢

305
00:07:45,079 --> 00:07:46,519
在AI时代你不用AI

306
00:07:46,519 --> 00:07:48,680
你就等于你要是到了这个科技时代

307
00:07:48,680 --> 00:07:49,899
你不用科技一样的

308
00:07:49,899 --> 00:07:50,360
为什么呢

309
00:07:50,360 --> 00:07:51,560
伊朗被打的这么惨

310
00:07:51,560 --> 00:07:52,680
是不是你没有科技呀

311
00:07:52,680 --> 00:07:53,579
你没有AI呀

312
00:07:53,579 --> 00:07:55,720
你没有普兰迪亚这种科技公司呀

313
00:07:55,720 --> 00:07:56,439
你不就被打的

314
00:07:56,439 --> 00:07:58,170
你处处找不到北吗

315
00:07:58,170 --> 00:07:58,829
兄弟们

316
00:07:58,829 --> 00:08:02,139
我给他讲这句话的意思是角度不一样

317
00:08:02,139 --> 00:08:03,439
思考问题不一样

318
00:08:03,439 --> 00:08:04,439
我是个创业者

319
00:08:04,439 --> 00:08:05,480
我是个投资人

320
00:08:05,480 --> 00:08:10,089
我的视角就是要把创业有价值的人

321
00:08:10,089 --> 00:08:10,730
让他赚到钱

322
00:08:10,730 --> 00:08:11,910
没有价值的人淘汰了他

323
00:08:11,910 --> 00:08:14,850
但是今天呢没有价值的人依然还在那里

324
00:08:14,850 --> 00:08:15,370
为什么

325
00:08:15,370 --> 00:08:17,269
因为大部分都没价值

326
00:08:17,269 --> 00:08:18,850
我们招不来很有价值的人

327
00:08:18,850 --> 00:08:20,110
我做了IP之后

328
00:08:20,110 --> 00:08:21,339
吸引了是有价值的人

329
00:08:21,339 --> 00:08:23,500
各位但是创业的时候没办法吸引

330
00:08:23,500 --> 00:08:25,660
因为啥你创业你不可能天天去像我说的

331
00:08:25,660 --> 00:08:26,480
现在做IP吧

332
00:08:26,480 --> 00:08:28,180
你上来的时候你就苦哈唧的屁股干

333
00:08:28,180 --> 00:08:29,879
那些人都是他妈的搬砖的

334
00:08:29,879 --> 00:08:32,339
你没有办法找到真正有突破能力的人

335
00:08:32,339 --> 00:08:33,499
所以我给大家讲历史

336
00:08:33,499 --> 00:08:34,278
大家听懂啊

337
00:08:34,278 --> 00:08:35,298
特别在北方

338
00:08:35,298 --> 00:08:37,458
北方的教育理念除了贪婪

339
00:08:37,458 --> 00:08:39,730
儒家文化除了贪婪索取

340
00:08:39,730 --> 00:08:42,590
然后平庸没有任何的创造力

341
00:08:42,590 --> 00:08:43,590
我还那句话

342
00:08:43,590 --> 00:08:46,389
99%的人赚不回自己工资来

343
00:08:46,389 --> 00:08:47,509
你自己去算

344
00:08:47,509 --> 00:08:48,710
一个月白被说2万了

345
00:08:48,710 --> 00:08:50,009
一个月1万块钱工资

346
00:08:50,009 --> 00:08:51,190
你一个一个点的利润

347
00:08:51,190 --> 00:08:52,570
他能带来100万的销售额吗

348
00:08:52,570 --> 00:08:53,210
不可能的

349
00:08:53,210 --> 00:08:55,870
各位中国的这些人均产值都20万就不错了

350
00:08:55,870 --> 00:08:57,090
哪来的100万呀

351
00:08:57,090 --> 00:08:57,909
一个月100万

352
00:08:57,909 --> 00:08:58,549
一年1000万

353
00:08:58,549 --> 00:09:01,110
哪来可能性带来1000万产值呀

354
00:09:01,110 --> 00:09:04,850
所以如果今天你是一个百人团队

355
00:09:04,850 --> 00:09:06,830
你收到5~10个人就行了

356
00:09:06,830 --> 00:09:07,950
如果你还想活的话

357
00:09:07,950 --> 00:09:08,830
你做到5~10个

358
00:09:08,830 --> 00:09:09,190
当然了

359
00:09:09,190 --> 00:09:11,549
如果说你是一个千人团队

360
00:09:11,549 --> 00:09:13,779
你你你说到100个以下

361
00:09:13,779 --> 00:09:17,320
嘿如果今天呢哼我讲的是非科技类的啊

362
00:09:17,320 --> 00:09:17,940
打工的

363
00:09:17,940 --> 00:09:18,419
打杂的

364
00:09:18,419 --> 00:09:19,059
搬砖那些公司

365
00:09:19,059 --> 00:09:20,210
代理商公司啊

366
00:09:20,210 --> 00:09:22,289
如果你今天嘿嘿嘿

367
00:09:22,289 --> 00:09:23,509
你听不进我说的话

368
00:09:23,509 --> 00:09:24,850
反正那你有机会可以想一想

369
00:09:24,850 --> 00:09:25,250
我说的对吧

370
00:09:25,250 --> 00:09:26,009
还是不对

371
00:09:26,009 --> 00:09:28,190
我以我的身经历告诉你哼

372
00:09:28,190 --> 00:09:29,250
没有价值观的人

373
00:09:29,250 --> 00:09:30,639
最好躲得远远的

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