1
00:00:00,080 --> 00:00:03,399
今天送我儿子来二翠斯参加篮球比赛
2
00:00:03,399 --> 00:00:05,679
给大家分享一下这个人啊
3
00:00:08,619 --> 00:00:11,380
就是你看似这个人呢起点都很低
4
00:00:11,380 --> 00:00:13,539
那为什么经过十几20年的努力
5
00:00:13,539 --> 00:00:15,119
大家的差距越来越大呢
6
00:00:15,119 --> 00:00:16,750
那我给大家详细讲一下啊
7
00:00:16,750 --> 00:00:18,550
就是因为我招过很多员工嘛
8
00:00:18,550 --> 00:00:20,309
你发现普通人什么特点啊
9
00:00:20,309 --> 00:00:24,410
啊你看我今天在这个这个二翠斯这个地方啊
10
00:00:24,410 --> 00:00:25,170
一个商业街上
11
00:00:25,170 --> 00:00:26,829
你看其实美国的底层人
12
00:00:26,829 --> 00:00:28,449
我去了熊猫快餐啊
13
00:00:28,449 --> 00:00:31,879
还有一个啊墨西哥的taco店生意都很差
14
00:00:31,879 --> 00:00:36,348
但你再去我们new port高端的餐饮店人气爆满
15
00:00:38,189 --> 00:00:39,628
我给大家讲啊
16
00:00:40,119 --> 00:00:41,380
达到几亿倍的差距
17
00:00:41,380 --> 00:00:42,820
马斯克1.5万亿身价
18
00:00:42,820 --> 00:00:44,840
普通老百姓没有5000块
19
00:00:45,238 --> 00:00:46,639
各位这是真的啊
20
00:00:46,639 --> 00:00:47,618
这是真的
21
00:00:47,618 --> 00:00:50,630
就是美国的红花剧比中国还要大
22
00:00:50,630 --> 00:00:52,969
就我们要想这个屏幕它又怎么造成的呢
23
00:00:52,969 --> 00:00:54,609
就是一个有钱人
24
00:00:54,609 --> 00:00:57,840
他主要时间考虑什么钱生钱是吧
25
00:00:57,840 --> 00:00:59,740
就你怎么样用钱呢
26
00:00:59,740 --> 00:01:01,159
赚更多的钱啊
27
00:01:01,159 --> 00:01:06,329
你怎么用钱呢啊去二十三十四十%的回报
28
00:01:06,329 --> 00:01:07,890
但是如果说一个没钱的人呢
29
00:01:07,890 --> 00:01:08,819
还想什么
30
00:01:08,819 --> 00:01:10,000
还想怎么省钱
31
00:01:10,000 --> 00:01:12,739
各位你看我当时我那员工啊
32
00:01:12,739 --> 00:01:15,500
就我其实我给我们负责人收入还蛮高的嘛
33
00:01:15,500 --> 00:01:16,400
啊都大几10万嘛
34
00:01:16,400 --> 00:01:17,500
那时候他们都20多岁
35
00:01:17,500 --> 00:01:18,680
买车买房啊
36
00:01:18,680 --> 00:01:21,769
找找女朋友结婚也基本上都在我们公司完成的
37
00:01:21,769 --> 00:01:23,530
但是到后面呢我培养他们
38
00:01:23,530 --> 00:01:25,209
我说你从一个客户啊
39
00:01:25,209 --> 00:01:28,599
从几万块钱一年到几10万的店长啊
40
00:01:28,599 --> 00:01:30,719
再往上你想赚几百万的话
41
00:01:30,719 --> 00:01:32,299
你必须做品牌的产品经理
42
00:01:32,299 --> 00:01:33,459
就我干的活嘛
43
00:01:33,459 --> 00:01:35,198
把你把我干的活接过来
44
00:01:35,198 --> 00:01:36,918
但是呢你发现一个问题啊
45
00:01:36,918 --> 00:01:38,799
就当你在给他提建议
46
00:01:38,799 --> 00:01:40,918
说让他去升级岗位的时候
47
00:01:40,918 --> 00:01:42,039
他首先担心的是什么
48
00:01:42,039 --> 00:01:43,168
就是他的收入
49
00:01:43,168 --> 00:01:44,968
哎呀万一做了产品经理啊
50
00:01:44,968 --> 00:01:45,868
产品报卖不爆
51
00:01:45,868 --> 00:01:46,769
那我的收入不行了
52
00:01:46,769 --> 00:01:47,368
怎么办
53
00:01:47,368 --> 00:01:48,468
各位这真的啊
54
00:01:48,468 --> 00:01:50,829
他们想的事我怎么样啊
55
00:01:50,829 --> 00:01:52,170
成为一个好的产品经理
56
00:01:52,170 --> 00:01:53,230
还像老板一样啊
57
00:01:53,230 --> 00:01:54,769
一个月赚几千万
58
00:01:55,049 --> 00:01:56,269
这就是穷人
59
00:01:56,269 --> 00:01:57,829
因为我每次直播的时候啊
60
00:01:57,829 --> 00:01:58,890
这个人说一句话
61
00:01:59,930 --> 00:02:01,480
我就知道他有钱还是没钱
62
00:02:01,480 --> 00:02:02,400
有钱的人呢
63
00:02:02,400 --> 00:02:04,200
你看我们群里有钱人几千万
64
00:02:04,200 --> 00:02:04,799
几个亿啊
65
00:02:04,799 --> 00:02:05,959
几十个亿都很多
66
00:02:05,959 --> 00:02:07,359
有钱人什么特点呢
67
00:02:07,359 --> 00:02:08,560
他首先考虑是什么啊
68
00:02:08,560 --> 00:02:10,280
就是权哥讲的这个逻辑哈
69
00:02:10,280 --> 00:02:11,759
和我逻辑有没有什么区别
70
00:02:11,759 --> 00:02:13,740
哎我认真看一下他的分析
71
00:02:13,740 --> 00:02:15,659
哎我看如果权哥说的对啊
72
00:02:15,659 --> 00:02:17,539
我就按他的思路尝试哈
73
00:02:17,539 --> 00:02:19,840
如果说权哥说我的方法没我的方法好
74
00:02:19,840 --> 00:02:21,810
那我按自己方法来对
75
00:02:21,810 --> 00:02:22,509
真的哈
76
00:02:22,509 --> 00:02:24,810
就是人和人差距
77
00:02:24,810 --> 00:02:26,250
思维方式才是核心啊
78
00:02:26,250 --> 00:02:27,750
他不在于说你聪不聪明
79
00:02:27,750 --> 00:02:28,770
学历高不高啊
80
00:02:28,770 --> 00:02:29,610
起点低高不高
81
00:02:29,610 --> 00:02:30,460
不是这样的
82
00:02:30,460 --> 00:02:31,379
我很穷
83
00:02:31,379 --> 00:02:31,979
真的哈
84
00:02:31,979 --> 00:02:32,580
我们家很穷
85
00:02:32,580 --> 00:02:35,120
我从小吃不饱兄弟五个对吧
86
00:02:35,120 --> 00:02:36,409
上学交不起学费
87
00:02:36,409 --> 00:02:38,689
但为什么我从我心里面最最有钱呢
88
00:02:38,689 --> 00:02:39,789
是因为我这个人呢
89
00:02:39,789 --> 00:02:41,490
我有一个很极端的性格
90
00:02:41,490 --> 00:02:42,370
就当我没钱的时候
91
00:02:42,370 --> 00:02:43,860
我不跟任何人联系
92
00:02:43,860 --> 00:02:45,680
我去烟台工作
93
00:02:45,680 --> 00:02:47,180
我没有和我原来老同志联系过
94
00:02:47,180 --> 00:02:50,579
我后来去广东啊做代理
95
00:02:50,579 --> 00:02:51,639
做过电商
96
00:02:51,639 --> 00:02:52,979
我没有和其他人联系过
97
00:02:52,979 --> 00:02:53,778
就是我说的不联系
98
00:02:53,778 --> 00:02:55,959
是说尽量的不让他干扰你的人
99
00:02:55,959 --> 00:02:57,599
就你身边的那些人
100
00:02:57,599 --> 00:02:59,099
他的习惯啊
101
00:02:59,099 --> 00:03:01,680
文化他不由自主的在干扰你
102
00:03:01,680 --> 00:03:03,240
什么概念呢
103
00:03:03,439 --> 00:03:05,460
就是比如说我我是山东的
104
00:03:05,460 --> 00:03:07,180
山东的风俗习惯是什么
105
00:03:07,180 --> 00:03:08,099
枪打出头鸟
106
00:03:08,099 --> 00:03:09,360
不要高调啊
107
00:03:09,360 --> 00:03:10,319
不要露头啊
108
00:03:10,319 --> 00:03:11,229
不要冒尖
109
00:03:11,229 --> 00:03:13,150
你习惯性的从一个很平庸的人
110
00:03:13,150 --> 00:03:15,009
各位如果你身边的人很平庸
111
00:03:15,009 --> 00:03:16,830
你首先考虑的怎么换掉它
112
00:03:16,830 --> 00:03:19,830
而不是说啊跟他一样平庸
113
00:03:19,830 --> 00:03:20,770
所以这是真的
114
00:03:20,770 --> 00:03:21,370
你知道吗
115
00:03:21,370 --> 00:03:22,770
就是物以类聚
116
00:03:22,770 --> 00:03:23,169
人以群
117
00:03:23,169 --> 00:03:25,979
真的如果你不能理解我说的这句话呢
118
00:03:25,979 --> 00:03:27,819
你很容易被身边的人干扰
119
00:03:27,819 --> 00:03:30,629
你慢慢的就和他一样的习惯啊
120
00:03:30,629 --> 00:03:31,969
一样的下意识哈
121
00:03:31,969 --> 00:03:33,389
一样的贫穷啊
122
00:03:33,389 --> 00:03:35,949
一样的这个最终呢走投无路啊
123
00:03:35,949 --> 00:03:39,550
然后呢老婆孩子啊大就说难听点
124
00:03:39,550 --> 00:03:40,550
唉声叹气
125
00:03:40,550 --> 00:03:41,169
是不是
126
00:03:41,169 --> 00:03:43,990
所以说你看看你身边的人基本上都一模一样
127
00:03:43,990 --> 00:03:45,509
所以呢你要改变第一条了
128
00:03:45,509 --> 00:03:46,909
你要远离那些低认知的人
129
00:03:46,909 --> 00:03:49,189
平庸的人咋没有这种拔尖意识的人
130
00:03:49,189 --> 00:03:50,960
各位这个优秀啊
131
00:03:50,960 --> 00:03:51,740
他是天生的
132
00:03:51,740 --> 00:03:53,599
这位就是你比如说我的价值观
133
00:03:53,599 --> 00:03:54,639
诚信自居
134
00:03:54,639 --> 00:03:56,120
专注学习创新
135
00:03:56,120 --> 00:04:01,319
我讲的每一条都是我从小到大到创业到今天
136
00:04:01,319 --> 00:04:01,879
自由的状态
137
00:04:01,879 --> 00:04:03,259
我是一步步走过来的
138
00:04:03,259 --> 00:04:05,199
我不愿意成为我身边的麦克人
139
00:04:05,199 --> 00:04:06,169
他们的状态
140
00:04:06,169 --> 00:04:08,849
所以我要想着他们做不到哪些点
141
00:04:08,849 --> 00:04:10,530
我能做到我怎么远离他们
142
00:04:10,530 --> 00:04:11,639
这是我一直想法
143
00:04:11,639 --> 00:04:13,939
但如果说你不不这么思考的话
144
00:04:13,939 --> 00:04:15,680
你很难走出来的
145
00:04:15,680 --> 00:04:17,639
改变很难不要改变任何人
146
00:04:17,639 --> 00:04:18,240
我们的老婆
147
00:04:18,240 --> 00:04:18,800
我们的孩子
148
00:04:18,800 --> 00:04:20,369
我们的父母都不要改变
149
00:04:20,369 --> 00:04:21,488
你改变自己
150
00:04:21,488 --> 00:04:22,869
改变之后呢
151
00:04:22,869 --> 00:04:24,269
做一个好的环境
152
00:04:24,269 --> 00:04:26,249
让他们在好的环境下去思考
153
00:04:26,249 --> 00:04:27,560
不要给他们提意见
154
00:04:27,560 --> 00:04:29,759
也不要提议建议没有用
155
00:04:29,759 --> 00:04:31,620
各位能改到就改了
156
00:04:31,620 --> 00:04:33,560
不改是改不了懂吗
157
00:04:33,560 --> 00:04:35,220
不改是彻底的改不了的
158
00:04:35,220 --> 00:04:37,899
所以这个呢是我自己创业这么多年的
159
00:04:37,899 --> 00:04:39,339
我的真实的心得体会
160
00:04:39,339 --> 00:04:41,519
就是你不要去试图改变别人
161
00:04:41,519 --> 00:04:43,060
你只需好一点啊
162
00:04:43,060 --> 00:04:45,899
你怎么把自己把自己塑造出来啊
163
00:04:45,899 --> 00:04:49,060
怎么让自己成为一个真正的有能力的人
164
00:04:49,060 --> 00:04:50,800
各位这个是核心问题
165
00:04:50,800 --> 00:04:52,040
而且还有一条呢
166
00:04:52,040 --> 00:04:52,860
我在讲投资的时候
167
00:04:52,860 --> 00:04:54,189
我讲了很多东西
168
00:04:54,189 --> 00:04:56,250
其实讲的核心呢资产配置
169
00:04:56,250 --> 00:04:57,970
就如果你能听懂我说的话
170
00:04:57,970 --> 00:04:59,670
你不可能赚不到钱的
171
00:04:59,670 --> 00:05:01,110
什么叫资产配置呢
172
00:05:01,110 --> 00:05:02,790
哪里好买哪里是吧
173
00:05:02,790 --> 00:05:05,259
过去的4年中国的房价跌了一半啊
174
00:05:05,259 --> 00:05:07,500
腰斩了美国的房价翻了一倍对吧
175
00:05:07,500 --> 00:05:08,899
那过去的4年呢
176
00:05:08,899 --> 00:05:10,959
中国的大部分好公司腰斩了
177
00:05:10,959 --> 00:05:12,589
美国的好工资翻了好几倍
178
00:05:12,589 --> 00:05:15,870
但是为什么我们能买到哈美国翻倍的房子哈
179
00:05:15,870 --> 00:05:17,350
包括美国翻倍的股票呢
180
00:05:17,350 --> 00:05:19,050
所以我们经过大量的对比
181
00:05:19,050 --> 00:05:21,269
从财报啊到估值的商业模式
182
00:05:21,269 --> 00:05:22,029
到回报率
183
00:05:22,029 --> 00:05:23,310
到这个行业的趋势
184
00:05:23,310 --> 00:05:24,149
到护城河
185
00:05:24,149 --> 00:05:25,649
我们是比过来的
186
00:05:25,649 --> 00:05:26,889
所以当我们比完之后
187
00:05:26,889 --> 00:05:27,829
我们选的时候呢
188
00:05:27,829 --> 00:05:28,689
就会游刃有余
189
00:05:28,689 --> 00:05:30,050
很多人说谦哥哎呀
190
00:05:30,050 --> 00:05:31,050
你讲的白酒怎么样
191
00:05:31,050 --> 00:05:32,649
白酒是个配置
192
00:05:32,930 --> 00:05:35,810
白酒的确定性在于说你知道买了他多少年的
193
00:05:35,810 --> 00:05:36,170
回本
194
00:05:36,170 --> 00:05:38,048
年化多少比银行强
195
00:05:38,048 --> 00:05:39,869
但是呢你大概率买个差的公司
196
00:05:39,869 --> 00:05:41,389
可能再过5年时间都没了
197
00:05:41,389 --> 00:05:42,689
这是我们买白酒的核心
198
00:05:42,689 --> 00:05:44,490
但是白酒在我们的仓位比例很低
199
00:05:44,490 --> 00:05:45,889
这是很多人理解不了的
200
00:05:45,889 --> 00:05:48,009
我讲了ha h国际控股
201
00:05:48,009 --> 00:05:49,889
我说比他们天天好强多了
202
00:05:49,889 --> 00:05:52,129
你今天看看是不是我讲了很多公司都这样了
203
00:05:52,129 --> 00:05:53,930
东吴哥教授也讲过对吧
204
00:05:53,930 --> 00:05:56,209
小的公司很多人全给你还讲过快手
205
00:05:56,209 --> 00:05:57,649
华润饮料呢
206
00:05:57,649 --> 00:05:58,668
小仓位10万块钱
207
00:05:58,668 --> 00:06:00,528
对我来讲0%点几都不到
208
00:06:00,528 --> 00:06:02,108
观察窗是干嘛的呢
209
00:06:02,108 --> 00:06:03,608
知道他怎么变差的
210
00:06:03,608 --> 00:06:04,459
知道吧
211
00:06:04,459 --> 00:06:05,660
看见到类似的企业
212
00:06:05,660 --> 00:06:06,540
躲得远远的
213
00:06:06,540 --> 00:06:07,540
能理解我说的话
214
00:06:07,540 --> 00:06:08,668
你就很厉害了
215
00:06:08,668 --> 00:06:10,309
说到那也就交女朋友一样
216
00:06:10,309 --> 00:06:11,629
你可能会招个很渣的人
217
00:06:11,629 --> 00:06:13,129
你找男朋友找个很渣的人
218
00:06:13,129 --> 00:06:14,228
但没有他渣的人
219
00:06:14,228 --> 00:06:15,689
你怎么知道什么是好人呢
220
00:06:15,689 --> 00:06:16,370
对不对
221
00:06:16,370 --> 00:06:19,170
所以并不是说你买每个公式都要去赚大钱
222
00:06:19,170 --> 00:06:21,310
是你要努力的做到买
223
00:06:21,310 --> 00:06:22,649
买好好公司赚大钱
224
00:06:22,649 --> 00:06:24,759
买差公式亏小钱对吧
225
00:06:24,759 --> 00:06:26,420
就亏小钱赚大钱啊
226
00:06:26,420 --> 00:06:27,500
你只有这样想问题了
227
00:06:27,500 --> 00:06:28,620
你才能真的发大财
228
00:06:28,620 --> 00:06:29,100
知道吗
229
00:06:29,100 --> 00:06:30,300
没有不犯错的
230
00:06:30,300 --> 00:06:32,120
巴菲特的成功率只有70%
231
00:06:32,120 --> 00:06:33,740
这两年50%都不到了啊
232
00:06:33,740 --> 00:06:35,079
索罗斯只有30%
233
00:06:35,079 --> 00:06:36,620
不影响人家赚几千亿美金
234
00:06:36,620 --> 00:06:37,240
原因很简单
235
00:06:37,240 --> 00:06:38,720
因为他看好的时候呢
236
00:06:38,720 --> 00:06:39,800
他都是重仓
237
00:06:39,800 --> 00:06:42,240
看不好的时候都是轻仓观察你
238
00:06:42,240 --> 00:06:44,699
你不可能说我一点错不犯各位
239
00:06:44,699 --> 00:06:47,300
但是呢我们犯的时候都不输了点小钱嘛
240
00:06:47,300 --> 00:06:48,439
快手我就输了几万块钱
241
00:06:48,439 --> 00:06:50,100
但我中国海洋石又赚了几百万
242
00:06:50,100 --> 00:06:50,899
对不对
243
00:06:50,899 --> 00:06:52,019
那像谷歌
244
00:06:52,019 --> 00:06:53,759
苹果拼多多上千万的利润
245
00:06:53,759 --> 00:06:57,639
说真的你要看整体各位人的区别有三点啊
246
00:06:57,639 --> 00:06:58,800
第一个点啊
247
00:06:58,800 --> 00:07:01,279
就阿里讲的P7P8P九点是什么呢
248
00:07:01,279 --> 00:07:01,800
给你一个点
249
00:07:01,800 --> 00:07:02,870
你只会执行
250
00:07:02,870 --> 00:07:03,870
然后什么叫线呢
251
00:07:03,870 --> 00:07:04,430
给你十个点
252
00:07:04,430 --> 00:07:05,470
你可以串成一条线
253
00:07:05,470 --> 00:07:06,230
什么叫面呢
254
00:07:06,230 --> 00:07:07,709
就给你一个思路啊
255
00:07:07,709 --> 00:07:09,189
你可以把它撕成一道面啊
256
00:07:09,189 --> 00:07:10,670
给你一个方向
257
00:07:10,670 --> 00:07:11,889
你把它给做成一个结果
258
00:07:11,889 --> 00:07:12,389
这叫灭
259
00:07:12,389 --> 00:07:12,850
知道吗
260
00:07:12,850 --> 00:07:14,410
投资需要面的思考
261
00:07:14,410 --> 00:07:15,810
如果你只有点的思维
262
00:07:15,810 --> 00:07:16,889
你愿献出误区
263
00:07:16,889 --> 00:07:19,490
你愿在贫穷的底线点线面
264
00:07:19,490 --> 00:07:20,730
你好好的去翻一下
265
00:07:20,730 --> 00:07:22,589
今天这个时代需要立体化思考
266
00:07:22,589 --> 00:07:24,990
给你怎么样长远的立体化想这个问题
267
00:07:24,990 --> 00:07:26,389
你才能发大财啊
268
00:07:26,389 --> 00:07:27,110
你得好好想想
269
00:07:27,110 --> 00:07:28,220
我说的每一句话
270
00:07:28,220 --> 00:07:30,420
真的好多人因为我的分享呢
271
00:07:30,420 --> 00:07:31,560
他赚了很多钱
272
00:07:31,560 --> 00:07:33,540
是因为他真的不是因为他有钱啊
273
00:07:33,540 --> 00:07:34,220
是他很认真
274
00:07:34,220 --> 00:07:36,009
各位认真的人赚到钱了
275
00:07:36,009 --> 00:07:37,629
但是呢大部分人没赚到钱
276
00:07:37,629 --> 00:07:38,490
因为他不认真
277
00:07:38,490 --> 00:07:39,990
我是花了很长时间
278
00:07:39,990 --> 00:07:43,370
我认真做了20年的手机家电数码
279
00:07:43,370 --> 00:07:46,389
我认真的做了3年多的4年多的投资分享
280
00:07:46,389 --> 00:07:48,129
我为什么我就做5年不分享了呢
281
00:07:48,129 --> 00:07:49,889
原因是没有必要对吧
282
00:07:49,889 --> 00:07:51,569
我我自己建了一个圈子
283
00:07:51,569 --> 00:07:53,439
这也是我原来想好了的对啊
284
00:07:53,439 --> 00:07:54,639
我自己投资非常专业
285
00:07:54,639 --> 00:07:57,199
我见到很好的全能交流够了对吧
286
00:07:57,199 --> 00:07:59,000
我不需要去扩大再多的影响力
287
00:07:59,000 --> 00:08:00,158
因为忙不过来了
288
00:08:00,158 --> 00:08:01,619
所以这个是核心问题啊
289
00:08:01,619 --> 00:08:02,358
能听懂的话
290
00:08:02,358 --> 00:08:03,199
你肯定赚大钱
291
00:08:03,199 --> 00:08:03,918
听不懂的话
292
00:08:03,918 --> 00:08:04,959
说明大家不至于
293
00:08:04,959 --> 00:08:06,000
哎嘿是吧
294
00:08:06,000 --> 00:08:07,759
大家不是一个价值观也无所谓的
295
00:08:07,759 --> 00:08:10,660
但是我还希望大家能够立体化看问题啊
296
00:08:10,660 --> 00:08:13,480
真正在啊为了选择上能够赚大钱
297
00:08:13,480 --> 00:08:14,300
躺着赚