BV1BKdAB3EFg · 全哥爱分享1 00:00:00,480 --> 00:00:05,080 今天有个兄弟问怎么样实现一步步升级的啊 2 00:00:05,080 --> 00:00:06,719 从原来的低毛利的经销商 3 00:00:06,719 --> 00:00:08,119 后来做品牌啊 4 00:00:08,119 --> 00:00:09,519 再到一步步转型投资人 5 00:00:09,519 --> 00:00:12,580 今天呢资产呢又创了历史新高啊 6 00:00:12,580 --> 00:00:14,400 也有很多兄弟发了感谢信啊 7 00:00:14,400 --> 00:00:15,679 说感谢天哥啊 8 00:00:15,679 --> 00:00:18,120 看你的视频终于不断新高了啊 9 00:00:18,120 --> 00:00:19,079 当然也有兄弟说 10 00:00:19,079 --> 00:00:21,620 看你的视频为什么没看懂什么啊 11 00:00:21,620 --> 00:00:22,839 我详细的给大家讲一讲哈 12 00:00:22,839 --> 00:00:25,579 就是为什么有的人能抓住财富啊 13 00:00:25,579 --> 00:00:28,170 一次次的财富升级啊 14 00:00:28,170 --> 00:00:29,570 为什么有的人抓不住啊 15 00:00:29,570 --> 00:00:32,219 首先讲我是怎么理解这件事的 16 00:00:32,219 --> 00:00:33,500 他实际上这个人哈 17 00:00:33,500 --> 00:00:35,700 他的脑袋呢它分为两种思维模型啊 18 00:00:35,700 --> 00:00:37,740 一种是成长型思维啊 19 00:00:37,740 --> 00:00:39,189 一种是固化性思维 20 00:00:39,189 --> 00:00:40,509 那成长型思维呢 21 00:00:40,509 --> 00:00:44,009 就像我这种总是在这种不确定中找确定性 22 00:00:44,009 --> 00:00:45,549 就不断的升级商业模式啊 23 00:00:45,549 --> 00:00:49,479 比如说刚开始啊我们做经销商很赚钱 24 00:00:49,479 --> 00:00:50,359 做经销商的时候 25 00:00:50,359 --> 00:00:51,950 我们一年能做几个亿的 26 00:00:51,950 --> 00:00:54,630 后面的发现经销商呢你受代理商的剥削 27 00:00:54,630 --> 00:00:56,990 你的毛利呢一直变得越来越低啊 28 00:00:56,990 --> 00:00:58,289 后来我们转型做代理商 29 00:00:58,289 --> 00:00:58,750 代理商 30 00:00:58,750 --> 00:01:00,600 你这个品牌方直接拿货嘛 31 00:01:00,600 --> 00:01:02,679 但后面方向做代理商也是有问题的 32 00:01:02,679 --> 00:01:03,119 为啥呢 33 00:01:03,119 --> 00:01:04,980 品牌很多时候也是不会喷你 34 00:01:04,980 --> 00:01:07,448 而且呢因为竞争呢品牌也也会降价 35 00:01:07,448 --> 00:01:09,168 阿娇现在的茅台也降价了是吧 36 00:01:09,168 --> 00:01:11,310 那茅台代理商肯定很难受嘛 37 00:01:11,310 --> 00:01:12,670 那怎么办呢 38 00:01:12,670 --> 00:01:13,269 都是品牌 39 00:01:13,269 --> 00:01:15,939 所以我们2014年的我们就开始做品牌 40 00:01:15,939 --> 00:01:19,359 那这个中间呢我再讲一个就这种插曲啊 41 00:01:19,359 --> 00:01:22,359 就是其实这个过程呢有人打击你是个好事 42 00:01:22,359 --> 00:01:23,760 我在2014年的时候 43 00:01:23,760 --> 00:01:24,670 我就以为啊 44 00:01:24,670 --> 00:01:26,030 这是又叫有品牌啊 45 00:01:26,030 --> 00:01:27,629 不断的去嘲讽我们吧 46 00:01:27,629 --> 00:01:28,430 但你做的好啊 47 00:01:28,430 --> 00:01:29,579 对我们品牌好 48 00:01:29,579 --> 00:01:31,519 实际上那个品牌一年的销售额还不到一个亿 49 00:01:31,519 --> 00:01:33,478 你像我那时候做VIVO1年做三个亿 50 00:01:33,478 --> 00:01:34,838 一个不到一位的品牌 51 00:01:34,838 --> 00:01:35,679 说他做的好 52 00:01:35,679 --> 00:01:36,918 我们做得好是他的功劳 53 00:01:36,918 --> 00:01:38,329 我们肯定不服嘛 54 00:01:38,329 --> 00:01:39,609 所以大家一定要记住哈 55 00:01:39,609 --> 00:01:41,609 就是在你成长过程里面有打击你的人 56 00:01:41,609 --> 00:01:42,510 一定是好事 57 00:01:42,510 --> 00:01:44,409 然后你不能因为他的打击啊 58 00:01:44,409 --> 00:01:45,930 就就就就心存怨气啊 59 00:01:45,930 --> 00:01:48,140 或者说啊就就就很郁闷 60 00:01:48,140 --> 00:01:48,959 不要这样子 61 00:01:48,959 --> 00:01:50,280 其实最关键的是什么 62 00:01:50,280 --> 00:01:53,230 就是但凡有人打击你的时候 63 00:01:53,230 --> 00:01:55,269 你不要想他说的有没有道理 64 00:01:55,269 --> 00:01:57,590 对当时罗辑古老板跟我说的时候 65 00:01:57,590 --> 00:01:58,670 我就觉得哎呀 66 00:01:58,670 --> 00:02:00,049 他如果卡住我的脖子 67 00:02:00,049 --> 00:02:01,230 那虽然说这个生意难 68 00:02:01,230 --> 00:02:02,390 一年赚赚几千万 69 00:02:02,390 --> 00:02:03,409 那我也没了 70 00:02:03,409 --> 00:02:04,670 所以我要抢的是第一个 71 00:02:04,670 --> 00:02:05,909 我怎么样不被他卡脖子 72 00:02:05,909 --> 00:02:07,569 所以我在二零 73 00:02:08,849 --> 00:02:11,330 我在2024年的时候 74 00:02:11,330 --> 00:02:11,930 不是二 75 00:02:11,930 --> 00:02:12,250 不是二 76 00:02:12,250 --> 00:02:13,349 2014年的时候 77 00:02:13,349 --> 00:02:15,129 我直接就转型了哈 78 00:02:15,129 --> 00:02:17,189 我就从这个代理商啊 79 00:02:17,189 --> 00:02:19,129 这就转型成这个品牌方了 80 00:02:19,129 --> 00:02:20,469 转生成品牌之后呢 81 00:02:20,469 --> 00:02:21,430 我就发现一个问题啊 82 00:02:21,430 --> 00:02:25,729 就是品牌就比这个代理啊强多了啊 83 00:02:25,729 --> 00:02:26,370 为什么呢 84 00:02:26,370 --> 00:02:28,389 因为品牌你自己说了算嘛对吧 85 00:02:28,389 --> 00:02:30,009 那我就自己开发产品啊 86 00:02:30,009 --> 00:02:32,929 我不断的去找到新的啊爆发点哈 87 00:02:32,929 --> 00:02:36,169 我呢也是不断的去啊开发那种高毛利啊 88 00:02:36,169 --> 00:02:38,050 能够自己决定的一些东西 89 00:02:38,050 --> 00:02:39,409 所以我从2014年 90 00:02:39,409 --> 00:02:41,939 我的思维方式就从做代理商啊 91 00:02:41,939 --> 00:02:43,080 然后找品牌方沟通 92 00:02:43,080 --> 00:02:43,699 拿资源 93 00:02:43,699 --> 00:02:45,199 然后变成了做品牌啊 94 00:02:45,199 --> 00:02:47,530 不断的去呃 95 00:02:47,530 --> 00:02:49,330 我让你去开发新产品是吧 96 00:02:49,330 --> 00:02:50,289 搞差异化 97 00:02:50,289 --> 00:02:53,530 所以你看我今天做投资和网投资不一样吗 98 00:02:53,530 --> 00:02:55,870 为什么我来到美国之后对吧 99 00:02:55,870 --> 00:02:57,770 买车买房啊 100 00:02:57,770 --> 00:02:58,469 买任何东西 101 00:02:58,469 --> 00:03:00,490 你看我在美国的一年是吧 102 00:03:00,490 --> 00:03:03,090 买房的这个房款全回来了哈 103 00:03:03,090 --> 00:03:05,090 几两辆车全回来了是吧 104 00:03:05,090 --> 00:03:06,610 家里面吃喝拉撒啊 105 00:03:06,610 --> 00:03:09,050 各种保险啊啊各种各种各样的税啊 106 00:03:09,050 --> 00:03:09,629 都回来了 107 00:03:09,629 --> 00:03:12,949 对在美股真的是一年的时间实现了 108 00:03:12,949 --> 00:03:14,289 绝对的是吧 109 00:03:14,289 --> 00:03:15,330 这个是吧 110 00:03:15,330 --> 00:03:17,129 这个家庭幸福哈哈 111 00:03:17,129 --> 00:03:18,930 然后安居乐业是吧 112 00:03:18,930 --> 00:03:20,930 这个东西不是说我们的嘛 113 00:03:20,930 --> 00:03:21,849 单纯的运气好啊 114 00:03:21,849 --> 00:03:23,389 就运气肯定是在那头 115 00:03:23,389 --> 00:03:25,960 比如说去年2月份来啊 116 00:03:25,960 --> 00:03:27,319 赶上3月份暴跌腰斩 117 00:03:27,319 --> 00:03:28,479 哎正好呢啊 118 00:03:28,479 --> 00:03:29,659 我们来之前是吧 119 00:03:29,659 --> 00:03:30,280 空仓了嘛 120 00:03:30,280 --> 00:03:31,800 因为避免交税嘛 121 00:03:31,800 --> 00:03:33,379 然后呢一把进来 122 00:03:33,379 --> 00:03:34,729 当年翻了几倍哈 123 00:03:34,729 --> 00:03:36,810 今年呢又赶上3月份 124 00:03:36,810 --> 00:03:38,289 4月份梅雨战争是吧 125 00:03:38,289 --> 00:03:39,270 你看我所有的视频 126 00:03:39,270 --> 00:03:40,889 我说百跌暴跌30% 127 00:03:40,889 --> 00:03:42,370 今年最好的机会啊对吧 128 00:03:42,370 --> 00:03:43,750 又大幅的加仓 129 00:03:43,750 --> 00:03:45,490 今年呢又创新高 130 00:03:45,490 --> 00:03:47,250 所以你看这两年的时间哈 131 00:03:47,250 --> 00:03:48,710 不是这一年多的时间 132 00:03:48,710 --> 00:03:50,030 市场给了两次大机会 133 00:03:50,030 --> 00:03:50,870 那你抓不住 134 00:03:50,870 --> 00:03:52,250 那真的是要好好想一想 135 00:03:52,250 --> 00:03:53,469 那抓不住呢只有两个原因 136 00:03:53,469 --> 00:03:54,930 第一个呢你确实是不懂 137 00:03:54,930 --> 00:03:55,770 那第二个呢 138 00:03:55,770 --> 00:04:00,270 嘿嘿你可能就嘿嘿还是思考的时候啊 139 00:04:00,270 --> 00:04:02,469 就是思维不够有逻辑性对吧 140 00:04:02,469 --> 00:04:03,229 因为我经常讲啊 141 00:04:03,229 --> 00:04:04,629 我说美国的国家呢 142 00:04:04,629 --> 00:04:07,009 他唯一的问题就是它自身的问题 143 00:04:07,009 --> 00:04:08,930 外界啊是没法影响他的 144 00:04:08,930 --> 00:04:09,689 咱举个两个例子 145 00:04:09,689 --> 00:04:11,849 比如说那上面是啊加拿大 146 00:04:11,849 --> 00:04:12,780 下面是墨西哥 147 00:04:12,780 --> 00:04:14,639 两边是啊大西洋太平洋 148 00:04:14,639 --> 00:04:16,060 那谁来去攻击他本土啊 149 00:04:16,060 --> 00:04:18,500 美国本土很难受到外敌侵入的 150 00:04:18,500 --> 00:04:19,980 因为它的地理位置太好了 151 00:04:19,980 --> 00:04:22,329 第二个呢就是石油涨价 152 00:04:22,329 --> 00:04:24,189 各位他受益的为什么呢 153 00:04:24,189 --> 00:04:25,689 他是石油最大的出国呀 154 00:04:25,689 --> 00:04:27,470 他他每每涨50块钱 155 00:04:27,470 --> 00:04:30,170 他一天啊上百万桶的话 156 00:04:30,170 --> 00:04:31,269 他就够大 157 00:04:31,269 --> 00:04:32,310 他赚了多少钱 158 00:04:32,310 --> 00:04:33,329 五到10亿美金吧 159 00:04:33,329 --> 00:04:35,149 对他来讲肯定是一个好事嘛 160 00:04:35,149 --> 00:04:38,180 那第三个呢就是美国这个国家哈 161 00:04:38,180 --> 00:04:39,639 它只要不是自己作啊 162 00:04:39,639 --> 00:04:41,439 其实呢基本上不会有问题 163 00:04:41,439 --> 00:04:42,579 那川普呢又是自己作 164 00:04:42,579 --> 00:04:43,160 我经常讲 165 00:04:43,160 --> 00:04:44,870 我说川普就是个富二代老流氓 166 00:04:44,870 --> 00:04:46,589 这富二代老流氓的特点是什么呢 167 00:04:46,589 --> 00:04:48,589 就是脸皮厚不要脸啊 168 00:04:48,589 --> 00:04:49,550 一切以利益为重 169 00:04:49,550 --> 00:04:51,399 但这种人呢它很灵活 170 00:04:51,399 --> 00:04:53,399 他不是那种哈听不进话的牛 171 00:04:53,399 --> 00:04:53,959 美不尽的 172 00:04:53,959 --> 00:04:56,259 他说白了他就是一个生产经济通老大 173 00:04:56,259 --> 00:04:56,660 知道吧 174 00:04:56,660 --> 00:04:59,850 就是继承他父亲的5亿5亿资产是吧 175 00:04:59,850 --> 00:05:00,649 然后呢 176 00:05:00,649 --> 00:05:03,620 然后动不动呢就就就哈市场进点就破产了 177 00:05:03,620 --> 00:05:04,779 破产五次是吧 178 00:05:06,680 --> 00:05:07,579 就这种人的话 179 00:05:07,579 --> 00:05:08,899 其实来讲他很好解决的 180 00:05:08,899 --> 00:05:09,519 就是什么呢 181 00:05:09,519 --> 00:05:10,959 他富他富人啊 182 00:05:10,959 --> 00:05:11,660 当总统啊 183 00:05:11,660 --> 00:05:12,730 他比他妈穷人 184 00:05:12,730 --> 00:05:13,949 大总统都变富啊 185 00:05:13,949 --> 00:05:15,089 他妈的文明的多 186 00:05:15,089 --> 00:05:16,449 所以你不用担心他乱搞 187 00:05:16,449 --> 00:05:17,230 因为他会纠正 188 00:05:17,230 --> 00:05:18,788 只要他的资产受损失 189 00:05:18,788 --> 00:05:21,108 我当时呢要投票人受损失 190 00:05:21,108 --> 00:05:23,069 他一定会他一定会跟踪的 191 00:05:23,069 --> 00:05:24,860 所以这个人呢我就知道对吧 192 00:05:24,860 --> 00:05:26,319 这个事其实不会太长 193 00:05:26,319 --> 00:05:26,519 期 194 00:05:26,519 --> 00:05:27,959 一定会回来的 195 00:05:27,959 --> 00:05:29,800 但实际上和我们想的一样对吧 196 00:05:29,800 --> 00:05:31,288 你们可以看我所有的视频 197 00:05:31,288 --> 00:05:32,728 我最后呢我都讲了这个逻辑 198 00:05:32,728 --> 00:05:34,569 我说川普这个人吧 199 00:05:34,569 --> 00:05:35,728 他不可怕 200 00:05:35,728 --> 00:05:37,389 可怕的是什么呢 201 00:05:37,389 --> 00:05:40,230 可怕的是嗨嗨山炮那种啊 202 00:05:40,230 --> 00:05:41,350 可怕的是伊朗这种 203 00:05:41,350 --> 00:05:43,629 他没那种那些人是极端的 204 00:05:43,629 --> 00:05:44,670 川普他是偏激 205 00:05:44,670 --> 00:05:45,709 他不极端是吧 206 00:05:45,709 --> 00:05:46,470 因为他是个富人 207 00:05:46,470 --> 00:05:47,990 他太珍惜生命了 208 00:05:47,990 --> 00:05:48,350 我跟你讲 209 00:05:48,350 --> 00:05:50,149 富人没有不珍惜生命的 210 00:05:50,149 --> 00:05:50,908 活着都很爱惜的 211 00:05:50,908 --> 00:05:51,348 知道吗 212 00:05:51,348 --> 00:05:52,949 他不会拿自己的生命开玩笑说 213 00:05:52,949 --> 00:05:54,639 咱现在明天说你再当总统 214 00:05:54,639 --> 00:05:55,779 脑袋就要没了 215 00:05:55,779 --> 00:05:56,860 他立马下台啊 216 00:05:56,860 --> 00:05:58,000 他只要说能让我赚钱 217 00:05:58,000 --> 00:05:58,980 我才不当总统呢 218 00:05:58,980 --> 00:06:00,019 就川普这个人呢 219 00:06:00,019 --> 00:06:00,980 他的特点就这样 220 00:06:00,980 --> 00:06:02,660 所以说你要会识人 221 00:06:02,660 --> 00:06:05,009 但为什么当时在4月初的时候啊 222 00:06:05,009 --> 00:06:06,410 我在安纳海姆啊 223 00:06:06,410 --> 00:06:06,810 拍视频 224 00:06:06,810 --> 00:06:07,129 我就讲 225 00:06:07,129 --> 00:06:08,990 我说实际上你看美国老百姓 226 00:06:08,990 --> 00:06:10,980 他对这个事根本就不在乎了吗 227 00:06:10,980 --> 00:06:12,259 他唯一在乎的是什么呢 228 00:06:12,259 --> 00:06:13,160 油价对吧 229 00:06:13,160 --> 00:06:15,459 油价暴涨导致它的成本开始变大了 230 00:06:15,459 --> 00:06:17,579 其他的说真的他一点都不在乎 231 00:06:17,579 --> 00:06:19,540 所以呢当时呢很多人理解不了哈 232 00:06:19,540 --> 00:06:20,060 说谦哥 233 00:06:20,060 --> 00:06:21,100 你这个是吧 234 00:06:21,100 --> 00:06:21,980 你这个逻辑不科学 235 00:06:21,980 --> 00:06:22,959 怎么怎么怎么样 236 00:06:22,959 --> 00:06:25,310 实际上你这种事实来证明呢 237 00:06:25,310 --> 00:06:26,389 嘿嘿我的逻辑很科学 238 00:06:26,389 --> 00:06:27,470 因为我在美国 239 00:06:28,370 --> 00:06:30,189 我每天就是观察对吧 240 00:06:30,189 --> 00:06:32,019 你看这是UZI学校啊 241 00:06:32,019 --> 00:06:35,040 我天天观察观察这个人的生活状态啊 242 00:06:35,040 --> 00:06:36,019 表情啊 243 00:06:36,019 --> 00:06:37,540 然后呢开支哈 244 00:06:37,540 --> 00:06:38,500 所有的这种消费啊 245 00:06:38,500 --> 00:06:39,699 我都去观察 246 00:06:39,699 --> 00:06:40,939 这么做的目的是什么呢 247 00:06:40,939 --> 00:06:44,660 就是第一个呢就是有助于你在做事的时候呢 248 00:06:44,660 --> 00:06:45,879 你保持一个平常心 249 00:06:45,879 --> 00:06:49,100 第二个呢你是用户和亲自参与者啊 250 00:06:49,100 --> 00:06:50,980 比如说我能拿到谷歌一年多啊 251 00:06:50,980 --> 00:06:53,519 然后呢一年多发了早就翻倍了啊 252 00:06:53,519 --> 00:06:54,060 原因是什么 253 00:06:54,060 --> 00:06:55,019 因为我是它的使用者 254 00:06:55,019 --> 00:06:55,660 我是他的用户 255 00:06:55,660 --> 00:06:58,209 我天天去体验它好和不好 256 00:06:58,209 --> 00:06:59,850 实际上我是很有发言权的 257 00:06:59,850 --> 00:07:01,089 所以你看这个过程呢 258 00:07:01,089 --> 00:07:03,089 就是我自己做产品的时候 259 00:07:03,089 --> 00:07:04,730 我是个很好的产品经理是吧 260 00:07:04,730 --> 00:07:06,439 我也是一个是吧 261 00:07:06,439 --> 00:07:08,240 亲自的去跑供应链的 262 00:07:08,240 --> 00:07:09,139 跑了上百家供应链 263 00:07:09,139 --> 00:07:10,819 只是这个跑的过程里面呢 264 00:07:10,819 --> 00:07:12,220 你慢慢的就知道了 265 00:07:12,220 --> 00:07:15,790 其实这个市场呢他不会说出现这种 266 00:07:15,790 --> 00:07:16,930 他有纠正措施的话 267 00:07:16,930 --> 00:07:18,449 都不会出现大的问题对吧 268 00:07:18,449 --> 00:07:20,408 美股他就是纠错能力很强的 269 00:07:20,408 --> 00:07:23,168 那第三个呢就我个人认为呢就是精力很关键啊 270 00:07:23,168 --> 00:07:26,199 就是很多时候就是你的信息来源啊 271 00:07:26,199 --> 00:07:27,839 还导致你在思考问题的时候呢 272 00:07:27,839 --> 00:07:29,860 你是不是能够正确的思考 273 00:07:29,860 --> 00:07:30,899 这个很重要 274 00:07:30,899 --> 00:07:33,379 你比如说你看我们在思考问题的时候呢 275 00:07:33,379 --> 00:07:35,579 我们从他的估值角度到安全标 276 00:07:35,579 --> 00:07:36,300 安全边际角度 277 00:07:36,300 --> 00:07:38,509 还有一个市场的情绪角度去思考问题 278 00:07:38,509 --> 00:07:40,029 那这种思考的好处是什么呢 279 00:07:40,029 --> 00:07:43,129 就是你每一次在市场上两个极端的时候 280 00:07:43,129 --> 00:07:44,589 你总是能够客观的分析啊 281 00:07:44,589 --> 00:07:46,048 你到底还该值多少钱 282 00:07:46,048 --> 00:07:47,968 他是不是安全病例以内是吧 283 00:07:47,968 --> 00:07:50,209 这个市场的情绪对他影响是一个经济的影响 284 00:07:50,209 --> 00:07:52,028 还是一个单纯的一个股价的影响 285 00:07:52,028 --> 00:07:53,309 因我们分的很清楚 286 00:07:53,309 --> 00:07:55,548 所以我们不太会受这种情绪波动的影响 287 00:07:55,548 --> 00:07:56,949 反而当情绪绝对低落的时候 288 00:07:56,949 --> 00:07:58,149 我们反而大幅加仓 289 00:07:58,149 --> 00:08:01,250 然后反而会这个不断的去啊把这个仓位变大 290 00:08:01,250 --> 00:08:02,850 所以每次在暴跌之后呢 291 00:08:02,850 --> 00:08:03,709 又是一个新高 292 00:08:03,709 --> 00:08:05,769 所以这些呢都是因为你的经历导致的 293 00:08:05,769 --> 00:08:07,069 因为这个过去的经历呢 294 00:08:07,069 --> 00:08:08,449 很多时候你创业也好 295 00:08:08,449 --> 00:08:10,480 然后做投资也好 296 00:08:10,480 --> 00:08:12,819 他这个市场非理性的行为占了绝大多数 297 00:08:12,819 --> 00:08:14,399 但是理性的思考呢很少 298 00:08:14,399 --> 00:08:17,069 因为市场总是随着这个情绪在来回的波动 299 00:08:17,069 --> 00:08:18,750 所以你要做一个观众啊 300 00:08:18,750 --> 00:08:19,910 做一个看客对吧 301 00:08:19,910 --> 00:08:22,529 你你就说白了你不管别人怎么怎么波动 302 00:08:22,529 --> 00:08:23,230 怎么叫嚣 303 00:08:23,230 --> 00:08:24,269 其实对我们来讲 304 00:08:24,269 --> 00:08:25,769 我们不受影响就行了对吧 305 00:08:25,769 --> 00:08:27,399 我们就是天天是吧 306 00:08:27,399 --> 00:08:29,220 就是一个就是一个啊 307 00:08:29,220 --> 00:08:30,870 就是一个游客嘛 308 00:08:30,870 --> 00:08:32,750 是他们在里面怎么样啊 309 00:08:32,750 --> 00:08:35,370 叫嚣啊啊然后呢上下翻腾啊 310 00:08:35,370 --> 00:08:36,490 我们当看笑话了嘛 311 00:08:36,490 --> 00:08:37,830 对啊对我们没有任何影响 312 00:08:37,830 --> 00:08:39,299 所以是做投资呢 313 00:08:39,299 --> 00:08:40,460 他跟创业不一样啊 314 00:08:40,460 --> 00:08:41,259 你创业你不行啊 315 00:08:41,259 --> 00:08:42,259 你要下场啊 316 00:08:42,259 --> 00:08:43,779 你看我过去是个产品经理啊 317 00:08:43,779 --> 00:08:45,179 我是个供应链负责人啊 318 00:08:45,179 --> 00:08:46,870 我还得这个亲自的去啊 319 00:08:46,870 --> 00:08:47,789 这管理团队啊 320 00:08:47,789 --> 00:08:49,669 还要不断的去很多细节啊 321 00:08:49,669 --> 00:08:50,409 到处沟通 322 00:08:50,409 --> 00:08:51,690 那个是你自己下场 323 00:08:51,690 --> 00:08:53,090 那个那就是很辛苦的啊 324 00:08:53,090 --> 00:08:53,809 你投资不用啊 325 00:08:53,809 --> 00:08:55,169 投资你就躺着晒太阳对吧 326 00:08:55,169 --> 00:08:57,739 你每天啊到时候再去去逛一逛啊 327 00:08:57,739 --> 00:08:58,778 去想一想啊 328 00:08:58,778 --> 00:09:00,658 然后呢去去去看看啊 329 00:09:00,658 --> 00:09:01,578 看看风景啊 330 00:09:01,578 --> 00:09:03,548 然后琢磨琢磨这个啊 331 00:09:03,548 --> 00:09:06,349 这各种各样的啊有有有意思的东西啊 332 00:09:06,349 --> 00:09:08,068 产品的技术的变革呀 333 00:09:08,068 --> 00:09:09,340 体验体验对吧 334 00:09:09,340 --> 00:09:10,080 吃吃喝喝 335 00:09:10,080 --> 00:09:12,000 那投资就是一个享受的过程对吧 336 00:09:12,000 --> 00:09:13,559 你如果说你做投资 337 00:09:13,559 --> 00:09:15,080 你你你你很辛苦是吧 338 00:09:15,080 --> 00:09:16,970 这个事肯定有问题的 339 00:09:16,970 --> 00:09:18,289 投资的话没有辛苦的 340 00:09:18,289 --> 00:09:19,570 因为是别人干活啊 341 00:09:19,570 --> 00:09:20,570 不是不是你自己干活啊 342 00:09:20,570 --> 00:09:21,970 是别人这个啊 343 00:09:21,970 --> 00:09:23,210 是因为你是吧 344 00:09:23,210 --> 00:09:24,649 他们的这个能力啊 345 00:09:24,649 --> 00:09:26,539 导致这个公司的啊长期的稳定 346 00:09:26,539 --> 00:09:28,179 或者因为他们的能力很差 347 00:09:28,179 --> 00:09:29,059 或者价值观很差 348 00:09:29,059 --> 00:09:29,980 像五粮液这种啊 349 00:09:29,980 --> 00:09:31,000 出现这种啊 350 00:09:31,000 --> 00:09:33,119 这种这种这种业绩的大幅波动的问题 351 00:09:33,119 --> 00:09:35,399 所以这个呢就是他不是我们的手游 352 00:09:35,399 --> 00:09:36,038 是别人接受的 353 00:09:36,038 --> 00:09:38,120 所以你只需要选择就行了是吧 354 00:09:38,120 --> 00:09:39,360 你每天思考的是什么呢 355 00:09:39,360 --> 00:09:40,799 哎我怎么样选对啊 356 00:09:40,799 --> 00:09:43,000 我怎么样选择一个更好的公司 357 00:09:43,000 --> 00:09:44,080 更好的企业文化 358 00:09:44,080 --> 00:09:45,539 更好的商业模式啊 359 00:09:45,539 --> 00:09:47,779 更长期的能够给股东带来回报的 360 00:09:47,779 --> 00:09:49,089 现金流的好公司 361 00:09:49,089 --> 00:09:51,168 那这个呢才是做投资的时候 362 00:09:51,168 --> 00:09:52,419 你应该具备的心态 363 00:09:52,419 --> 00:09:53,980 但是当你有这种心态之后呢 364 00:09:53,980 --> 00:09:56,159 你发现啊投资非常的轻松啊 365 00:09:56,159 --> 00:09:57,440 就很简单很轻松 366 00:09:57,440 --> 00:10:00,200 而且呢你也因为自己的这种啊思考呢 367 00:10:00,200 --> 00:10:01,240 你获得了健康 368 00:10:01,240 --> 00:10:02,000 你后来到美国之后 369 00:10:02,000 --> 00:10:02,679 我的几大变化 370 00:10:02,679 --> 00:10:05,450 第一个我讲嘛我都会高血压没了 371 00:10:05,450 --> 00:10:07,169 那第二个呢我的耳鸣没了好 372 00:10:07,169 --> 00:10:08,789 第三个呢我的视力还都变好了 373 00:10:08,789 --> 00:10:10,230 那为什么视力能变好呢 374 00:10:10,230 --> 00:10:13,049 那就是因为我天天这个天天到处走啊 375 00:10:13,049 --> 00:10:14,190 天天看风景是吧 376 00:10:14,190 --> 00:10:15,830 而不是过去式的焦虑啊 377 00:10:15,830 --> 00:10:16,909 盯着这个公司的业绩啊 378 00:10:16,909 --> 00:10:18,149 平台盯着电脑屏幕啊 379 00:10:18,149 --> 00:10:19,490 你看那个视力越来越好 380 00:10:19,490 --> 00:10:21,669 然后第二个呢就是情绪很好 381 00:10:21,669 --> 00:10:22,830 那小孩的关系也改善了 382 00:10:22,830 --> 00:10:25,409 然后还有一个就是钱肯定是顺手赚到了嘛 383 00:10:25,409 --> 00:10:26,389 就赚钱这个事啊 384 00:10:26,389 --> 00:10:29,059 我现在我不太在意说你赚多少钱啊 385 00:10:29,059 --> 00:10:31,179 我更多的是哎舒服啊 386 00:10:31,179 --> 00:10:32,059 是不是很舒服是吧 387 00:10:32,059 --> 00:10:34,220 你买入这家公司是不是体验很好啊 388 00:10:34,220 --> 00:10:37,919 你这个啊再买的一刹那你是不是很好是吧 389 00:10:37,919 --> 00:10:38,720 还关键是什么呢 390 00:10:38,720 --> 00:10:41,120 就是啊能不能这个长期的 391 00:10:41,120 --> 00:10:41,840 而不是短期的啊 392 00:10:41,840 --> 00:10:44,208 比如这个事你告诉我阿一个月之内能翻倍 393 00:10:44,208 --> 00:10:45,068 我不看的 394 00:10:45,068 --> 00:10:46,129 能告诉我两年翻倍 395 00:10:46,129 --> 00:10:47,349 我倒是挺喜欢的 396 00:10:47,349 --> 00:10:47,889 为啥呢 397 00:10:47,889 --> 00:10:49,649 因为我两年内不用折腾了对吧 398 00:10:49,649 --> 00:10:51,679 我这天天就是躺着晒太阳是吧 399 00:10:51,679 --> 00:10:53,559 你让我去一个月来回卖我 400 00:10:53,559 --> 00:10:54,549 我觉得没什么意义 401 00:10:54,549 --> 00:10:56,309 我现在对这种短期的博弈的事 402 00:10:56,309 --> 00:10:57,350 我是一点兴趣没有 403 00:10:57,350 --> 00:10:59,389 所以很多人给我推荐了一些啊 404 00:10:59,389 --> 00:11:00,509 这个这个A股科技啊 405 00:11:00,509 --> 00:11:01,870 看到科技我是看不上的对吧 406 00:11:01,870 --> 00:11:03,429 因为中间牵扯到要卖啊 407 00:11:03,429 --> 00:11:05,009 牵扯到要要轻吊胆是吧 408 00:11:05,009 --> 00:11:06,328 然后要高抛低吸 409 00:11:06,328 --> 00:11:08,769 我对这种事我是毫无兴趣啊 410 00:11:08,769 --> 00:11:12,129 所以说你说在美股赚的钱 411 00:11:12,129 --> 00:11:13,889 到底是能力还是运气呢 412 00:11:13,889 --> 00:11:15,909 那我更觉得巴菲特这句话说的很有道理啊 413 00:11:15,909 --> 00:11:17,669 就是哎我之所以成为股神啊 414 00:11:17,669 --> 00:11:19,080 因为我生在美国啊 415 00:11:19,080 --> 00:11:21,440 我说我之所以在美股啊看的很开心 416 00:11:21,440 --> 00:11:25,759 可能是因为我在这个地方他体验了的产品了 417 00:11:25,759 --> 00:11:28,120 其他的我觉得能力吧很普通 418 00:11:28,120 --> 00:11:30,679 但是运气呢确确实实可以的
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