段永平93分钟访谈精华：一句话讲透投资本质，为啥你赚不到钱！

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段永平接受了退休20多年来

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为数不多的视频采访

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这次对话持续了93分钟

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信息量巨大

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很多内容都是首次公开

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而访谈中最让人震撼的不是他怎么赚到钱

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而是他在茅台暴跌50%的时候

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说的那句话

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2001年

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网易股价不到一美元

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被纳斯达克威胁退市

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所有人都在抛售

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但一个刚从中国搬到美国的商人

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做了一个疯狂的决定

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把账上所有的钱全部买入网易

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六个月之后

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网易翻了20倍

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投资圈炸了

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无数人涌进段永平的博客

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问下一个网易在哪里

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但段永平的回答让所有人都愣住了

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你又回答不了这个问题

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其实讨论投资都是都是瞎扯

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我要看懂了

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我应该把整个网易买下来啊

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故事要从更早开始说起

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95年的时候

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段永平做了第一个让所有人不理解的决定

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离开小霸王

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当时的小霸王如日中天

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年销售额十个亿

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是中国学习机市场的绝对霸主

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段永平作为实际操盘者

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收入已经很高了

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用他自己的话说

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那个时候就已经财富自由了

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但他还是离开了

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原因很简单

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大老板答应的股份制从三七开变成二八开

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又变成一九开

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最后可能连一九开都没有了

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刮那个瓶盖

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刮出屑了

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你还继续刮完他们

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我就是刮到那个字了啊

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就觉得哇这个我肯定不能再待下去了

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那注意他离开不是因为没拿到钱

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而是因为不可信

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不是说有没有股份激励

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因为一开始是有的嘛

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嗯对吧

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那你没有契约

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你就不可信了

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不可信

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那就你给我讲什么都是不可信的

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这个细节很重要

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因为它揭示了段永平做决策的底层逻辑

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他在意的不是眼前的利益

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而是这件事情

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对或者不对

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离开小霸王之后呢

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段永平在东莞创立了步步高

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这一次他从一开始就把股份机制

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文化全部设计好

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我们是一直都就大家合作的都挺好的

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说什么就是什么

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所以大家很放心

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彼此有很高的信任

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接下来的故事呢很多人可能都知道了

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步步高VCD

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步步高电话机

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步步高学习机

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一个接着一个做到了全国第一

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2001年的时候

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段永平做出了第二个没人相信的决定

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搬到美国

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不再担任CEO

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为什么要离开

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所有人都在问

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段永平的回答还是那么朴素

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他们干的又比我好

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我为什么要待在那个地方

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在解释为什么放手之前

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段平讲了一个故事

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大学三年级

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他无意中看到管理学大师德鲁克的一句话

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做对的事情把事情做对

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那那个对我触动很大

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一下就就把这个是非的东西给拿出来了

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然后呢

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你发现凡是你只要花五秒钟想一下这个事情

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你一辈子会省好多事儿

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什么意思呢

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大多数人都在讨论怎么把事情做对

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但很少有人停下来去自问一下

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这件事情本身对不对

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举个例子

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步步高有个不成文的规定

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就是不做代工

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那么为什么呢

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我说你看我要做代工

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打不过你对不对

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嗯他说那倒是啊

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但是我们做brand

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我们做的很好啊对啊

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我们企业也不比他们做的小啊对吧

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但是呢我们不是靠代工跟他竞争的

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那这个就是段平著名的stop doing list

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不做什么比做什么更重要

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30多年下来

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步步高的不做清单越来越长

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不做代工

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不做电视

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不为市场占有率牺牲利润

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不做用户价值不明显的产品

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每一条都是用真金白银试出来的

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你做了错的事情带来的恶果

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那是不应该的

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因为你明知道是错的事情

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你为什么还要去做呢

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这套逻辑用在放权上面

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就变成了

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只要CEO们在做对的事情

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那么怎么做

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就让他们自己做决定

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我们公司的规矩就是这样

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就说呢不管我反不反对CEO做的决定

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就是他们做的决定

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然后呢结果也是他们来自己承受的

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他不能说阿段反对

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所以我没做

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那这句话听起来很冒险

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万一CEO做错了怎么办

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那段永平的回答是

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我也不怕他们犯错

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2011年智能手机的浪潮突然来袭

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那这次呢CEO们犯了一个巨大的错误

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低估了智能机替代功能机的一个速度

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那个这样的速度太快了

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因为其实我们也早就在开发智能机

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也知道这个趋势

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但是呢工程机还是下了很多单

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总觉得这是有一个过程的

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没想到他就一瞬间就过去了

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后果很严重

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账上的现金从七八十亿

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咚咚咚咚咚的往下掉

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最危险的时候快见底了

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12年到13年中间的那一年

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公司实际上面是亏损的

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那段永平专门回了一趟公司

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不是去救火

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而是去做最坏的一个打算

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如果我们要倒的话

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不要倒的太难看了

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不能让供应商吃亏

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也不要让员工吃亏

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这句话听起来有点悲壮

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但是段永平他心里面是有底气的

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因为他在美国投资积累的资产一直是没有动的

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那智能机一代二代出来之后呢

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公司就缓过来了

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VIVO和OPPO后来就各自独立

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成为了全球排名前列的一个手机品牌

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但这次危机暴露了一个核心的问题

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段永平在这个判断上面

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那其实是失误的

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我觉得我们也是有失误的

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就是不够敏敏感

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按理说呢

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创始人这个时候应该回来去掌舵

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但是段小平是没有的

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为什么呢

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因为方向是对的

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只是速度判断错了

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那只要是你在做对的事情

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那么做错是可以接受的

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做错的事情可以改

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但做错了方向就没救了

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画好最主要的就是他叫做最终他会走回正道

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有一个北斗星在指引着他

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你仅仅是讨论生意是很容易犯错误的

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01年段永平搬到美国之后呢

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就开始研究投资

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一开始他也看图看线

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我这一功课出来的人

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怎么这图我就看不懂呢

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啊他们就能得出这样的结论

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那样的结论

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我说这些结论在逻辑上都是不成立的

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那直到看到了巴菲特的一句话

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买股票就是买公司

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我就看到那一句话了

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我就突然就明白了

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因为剩下的就是你怎么看公司

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那不是老八能够教的

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你不懂企业

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你跟你讲多少理论也是白讲

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这个就是段永平为什么能够看到用网易的原因

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因为他自己是做过游戏的

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我是谁啊

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我做游戏出身的呀

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我可懂游戏

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有游戏了嗯

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在98年段永平还在小霸王的时候呢

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就做过小霸王的学习机

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其实那个呢就是一个游戏机

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他太清楚游戏这门生意了

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只要游戏好玩

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就一定有人玩

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只要有人玩

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就一定能够赚钱

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那所以当网易因为财务问题被做空

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股价跌到不到一美元的时候呢

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段永平去网易办公室转了一圈

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和游戏团队聊了聊

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得出的结论是

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他们是一帮很热爱游戏的人

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而且他们也是很认真的在去做这份工作

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加上网易账上的现金比市值还高

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于是呢

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段小平就把账上所有的钱全部买入了网易

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六个月之后

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网易股价翻了20倍

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很多人以为段平找到了一个发财的秘诀

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但他自己的反思是

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我要是看懂了

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我应该把整个网易买下来呀

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这句话透露出了一个关键的信息

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段永平对看懂的要求比一般人要高得多

231
00:06:43,038 --> 00:06:45,338
巴菲特说一辈子只有一张打孔卡

232
00:06:45,338 --> 00:06:47,119
那上面只能打20个孔

233
00:06:47,119 --> 00:06:49,079
那段平数了一下自己打过的孔

234
00:06:49,079 --> 00:06:50,598
网易雅虎

235
00:06:50,598 --> 00:06:52,238
苹果茅台

236
00:06:52,238 --> 00:06:54,399
腾讯拼多多机翼

237
00:06:55,420 --> 00:06:58,500
英伟达西方石油小十个孔是吧

238
00:06:58,500 --> 00:07:00,939
所以我还有很久可以做投资

239
00:07:00,939 --> 00:07:02,259
那为什么这么少呢

240
00:07:02,259 --> 00:07:04,178
因为段屏有两个过滤器

241
00:07:04,178 --> 00:07:06,038
商业模式加企业文化

242
00:07:06,038 --> 00:07:07,059
两个都能通过

243
00:07:07,059 --> 00:07:08,279
那才能够出手

244
00:07:08,279 --> 00:07:09,879
商业模式很好理解

245
00:07:09,879 --> 00:07:11,720
这生意能不能持续的赚钱

246
00:07:11,720 --> 00:07:12,860
他有没有护城河

247
00:07:12,860 --> 00:07:14,319
但企业文化这个过滤器

248
00:07:14,319 --> 00:07:16,879
可能是段永平和其他投资人最大的一个不同

249
00:07:16,879 --> 00:07:18,040
投苹果的时候呢

250
00:07:18,040 --> 00:07:20,819
很多人看到的都是IPHONE的销量生态的闭环

251
00:07:20,819 --> 00:07:22,879
但是段屏看到的是他们前文化很好

252
00:07:22,879 --> 00:07:24,069
用户导向做的很

253
00:07:24,069 --> 00:07:26,829
他们不是那种很深意导向的公司

254
00:07:26,829 --> 00:07:28,990
他们非常的在乎把东西做好

255
00:07:28,990 --> 00:07:29,829
他举了一个例子

256
00:07:29,829 --> 00:07:32,600
十几年前呢到处都在传苹果要出电动车了

257
00:07:32,600 --> 00:07:33,560
但是段永平说

258
00:07:33,560 --> 00:07:35,480
他们绝对不会做这个电动车的

259
00:07:35,480 --> 00:07:36,120
为什么呢

260
00:07:36,120 --> 00:07:37,629
那么大个车

261
00:07:37,829 --> 00:07:40,810
苹果能够提供的价值非常的有限

262
00:07:40,810 --> 00:07:41,750
它卖什么价

263
00:07:41,750 --> 00:07:43,430
它就没有足够的差异化

264
00:07:43,430 --> 00:07:47,149
没有办法给用户增加足够的价值的时候

265
00:07:47,149 --> 00:07:48,329
他们就不碰了

266
00:07:48,329 --> 00:07:49,730
他们不会为了生意去做

267
00:07:49,730 --> 00:07:50,930
那么直到2024年

268
00:07:50,930 --> 00:07:53,310
苹果正式宣布放弃造车这个计划

269
00:07:53,310 --> 00:07:54,949
那这个呢就是文化的力量

270
00:07:54,949 --> 00:07:55,990
它决定了一家公司

271
00:07:55,990 --> 00:07:58,689
在关键的时刻会做什么样的一个选择

272
00:07:58,689 --> 00:08:01,250
段永平投资茅台呢也是同样的一个道理

273
00:08:01,250 --> 00:08:06,050
他们对那些呃最基本的品质的标准呢

274
00:08:06,050 --> 00:08:08,029
他们坚持的是很严的嗯

275
00:08:08,029 --> 00:08:09,389
国营企业有国营企业的好处

276
00:08:09,389 --> 00:08:11,970
这些规矩不太有人敢改

277
00:08:11,970 --> 00:08:14,670
太多的人盯着这两个过滤器加在一起

278
00:08:14,670 --> 00:08:17,000
那能够投的公司呢就少之又少了

279
00:08:17,000 --> 00:08:18,800
大部分公司呢都不容易看懂

280
00:08:18,800 --> 00:08:19,360
段永平说

281
00:08:19,360 --> 00:08:20,800
那我也搞不懂NVDA

282
00:08:20,800 --> 00:08:22,029
也搞不懂google

283
00:08:22,029 --> 00:08:24,470
那其实是google这样他很喜欢的公司

284
00:08:24,470 --> 00:08:26,389
他也承认我现在是有点懂了

285
00:08:26,389 --> 00:08:27,790
但是呢又开始担心了

286
00:08:27,790 --> 00:08:30,060
他们的搜索生意会有多大程度上面

287
00:08:30,060 --> 00:08:31,879
会被汽车GBD所代替

288
00:08:31,879 --> 00:08:33,299
那这个我是不知道的

289
00:08:33,299 --> 00:08:36,490
那所以呢他就不敢重仓google

290
00:08:37,330 --> 00:08:38,470
21年的2月份

291
00:08:38,470 --> 00:08:41,149
茅台站上了2627元的历史高点

292
00:08:41,149 --> 00:08:42,730
段平其实想卖来的

293
00:08:42,730 --> 00:08:43,929
因为觉得那个时候呢

294
00:08:43,929 --> 00:08:46,429
其实是已经相对来说是比较贵了

295
00:08:46,429 --> 00:08:47,710
但为什么没卖呢

296
00:08:47,710 --> 00:08:52,179
我当时最犹豫最犹豫的就是我们的仓位太大了

297
00:08:52,179 --> 00:08:53,759
我卖了以后我买什么

298
00:08:53,759 --> 00:08:55,179
我就开始折磨自己

299
00:08:55,179 --> 00:08:55,899
对不对

300
00:08:55,899 --> 00:08:57,220
然后放眼看去

301
00:08:57,220 --> 00:08:58,659
我什么都买不下什么

302
00:08:58,659 --> 00:09:00,940
这个才是真正价值投资者的一个困境

303
00:09:00,940 --> 00:09:02,740
不是不知道什么时候该卖

304
00:09:02,740 --> 00:09:05,919
而是卖了之后不知道该买什么东西

305
00:09:05,919 --> 00:09:07,159
24年的10月份

306
00:09:07,159 --> 00:09:09,600
茅台掉到了1200点附近腰斩

307
00:09:09,600 --> 00:09:10,480
那访谈现场

308
00:09:10,480 --> 00:09:11,240
有人问段永平

309
00:09:11,240 --> 00:09:12,019
你后悔吗

310
00:09:12,019 --> 00:09:13,440
断片的回答只有一句话

311
00:09:13,440 --> 00:09:14,460
我卖掉了以后

312
00:09:14,460 --> 00:09:15,299
钱放在哪

313
00:09:15,299 --> 00:09:16,019
这个很重要

314
00:09:16,019 --> 00:09:17,220
你要回答不了这个问题

315
00:09:17,220 --> 00:09:20,269
其实讨论投资都是都是瞎扯

316
00:09:20,269 --> 00:09:21,889
他的逻辑链条是这样子的

317
00:09:21,889 --> 00:09:23,308
茅台跌了50%

318
00:09:23,308 --> 00:09:24,769
但基本面是没变的

319
00:09:26,649 --> 00:09:28,009
如果我卖掉茅台

320
00:09:28,009 --> 00:09:30,590
这笔钱必须要找一个地方去存

321
00:09:30,590 --> 00:09:32,289
银行利息才一个多点

322
00:09:32,289 --> 00:09:33,370
买别的股票

323
00:09:33,370 --> 00:09:35,889
我敢保证大部分人是亏得更多

324
00:09:35,889 --> 00:09:37,409
拿现金等抄底吗

325
00:09:37,409 --> 00:09:38,690
我是一个满仓主义者

326
00:09:38,690 --> 00:09:40,710
我拿着现金是会很难受的

327
00:09:40,710 --> 00:09:41,769
那所以答案是

328
00:09:41,769 --> 00:09:43,889
如果找不到比茅台更好的标的

329
00:09:43,889 --> 00:09:44,889
那就继续拿着

330
00:09:44,889 --> 00:09:47,610
这个时候方三文问了一个关键的问题

331
00:09:47,610 --> 00:09:52,059
那如果当时有个你认为可以叫无缝切过去的

332
00:09:52,059 --> 00:09:55,100
你将将来自由现金折现比茅台好的

333
00:09:55,100 --> 00:09:56,019
其实也是会换的

334
00:09:56,019 --> 00:09:57,220
那段永平的回答很干脆

335
00:09:57,220 --> 00:09:58,299
那当然会换呢

336
00:09:58,299 --> 00:10:01,159
这个就揭示了段永平投资的一个终极秘诀

337
00:10:01,159 --> 00:10:02,639
不是长期持有不动

338
00:10:02,639 --> 00:10:05,179
而是永远在比较机会成本

339
00:10:05,179 --> 00:10:06,460
投资是要卖的

340
00:10:06,460 --> 00:10:09,279
长期持有是一个意向

341
00:10:09,279 --> 00:10:11,610
就是我买的那个刹那

342
00:10:11,610 --> 00:10:13,309
我是打算长期持有的对吧

343
00:10:13,309 --> 00:10:15,629
但是你永远是算算你的机会成本的

344
00:10:15,629 --> 00:10:17,309
如果你发现一个更好的公司

345
00:10:17,309 --> 00:10:19,029
你觉得更踏实

346
00:10:19,029 --> 00:10:23,240
比方说你5年前看懂了NVDA

347
00:10:23,240 --> 00:10:26,000
假设你看到了今天这样的局面

348
00:10:26,000 --> 00:10:27,539
你手里只有茅台

349
00:10:27,539 --> 00:10:29,039
如果能够换的话

350
00:10:29,039 --> 00:10:31,159
你没有道理不换

351
00:10:32,139 --> 00:10:33,419
回到开头那个故事

352
00:10:33,419 --> 00:10:34,539
六个月翻了20倍

353
00:10:34,539 --> 00:10:35,840
是运气还是实力

354
00:10:35,840 --> 00:10:37,639
那段平自己的回答很有意思

355
00:10:37,639 --> 00:10:39,419
那些钱对我来讲它并不多呀

356
00:10:39,419 --> 00:10:41,600
所以我可以比较理性的去想这件事情

357
00:10:41,600 --> 00:10:43,620
如果我只有那么多钱

358
00:10:43,860 --> 00:10:44,940
我还真保不住

359
00:10:44,940 --> 00:10:45,980
我也可能卖掉

360
00:10:45,980 --> 00:10:47,740
那这句话透露一个关键的信息

361
00:10:47,740 --> 00:10:50,519
保持理性比看对方向更加重要

362
00:10:50,519 --> 00:10:52,769
保持理性它是一件很难的事情

363
00:10:52,769 --> 00:10:53,769
他举了一个例子

364
00:10:53,769 --> 00:10:56,330
比如G108年金融危机的时候

365
00:10:56,330 --> 00:10:58,169
段永平买了G1也赚了钱

366
00:10:58,169 --> 00:11:00,669
但他现在回顾认为那是一个错误

367
00:11:00,669 --> 00:11:02,950
为什么即使赚了钱也是错误呢

368
00:11:02,950 --> 00:11:05,789
因为它不符合我后面的一个决定

369
00:11:05,789 --> 00:11:07,110
他要符合商业模式

370
00:11:07,110 --> 00:11:08,950
企业文化这两个标准

371
00:11:08,950 --> 00:11:11,230
那这个呢就是段永平和大多数投资人

372
00:11:11,230 --> 00:11:12,250
最大的一个不同

373
00:11:12,250 --> 00:11:14,669
他不是用挣没挣钱来判断对错

374
00:11:14,669 --> 00:11:17,700
而是用有没有符合原则来判断对错

375
00:11:17,700 --> 00:11:19,240
挣钱它只是一个结果

376
00:11:19,240 --> 00:11:20,639
原则才是过程

377
00:11:20,639 --> 00:11:22,460
短期可能因为运气挣了钱

378
00:11:22,460 --> 00:11:24,789
但是长期只有原则能够保护你

379
00:11:24,789 --> 00:11:26,750
所以网易的真正教训不是

380
00:11:26,750 --> 00:11:28,669
如何用六个月赚了20倍

381
00:11:28,669 --> 00:11:31,210
而是只投自己懂的行业

382
00:11:31,210 --> 00:11:32,769
商业模式加企业文化

383
00:11:32,769 --> 00:11:33,750
两个都要过关

384
00:11:33,750 --> 00:11:34,909
有安全边际

385
00:11:34,909 --> 00:11:35,929
保持理性

386
00:11:35,929 --> 00:11:37,350
如果没有更好的选择

387
00:11:37,350 --> 00:11:39,049
就继续拿着

388
00:11:40,350 --> 00:11:41,710
访谈快结束的时候

389
00:11:41,710 --> 00:11:44,590
方三文问你对普通人的投资有什么建议

390
00:11:44,590 --> 00:11:46,210
那段平的回答很直接

391
00:11:46,210 --> 00:11:47,830
炒股是很难赚钱的

392
00:11:47,830 --> 00:11:51,110
而且大部分的散户牛市熊市都是亏钱的

393
00:11:51,110 --> 00:11:52,029
占80%

394
00:11:52,029 --> 00:11:55,789
现在就更难有了量化基金的这种东西

395
00:11:56,029 --> 00:11:57,889
以前还没以前就有

396
00:11:57,889 --> 00:11:58,629
这就说

397
00:11:58,629 --> 00:12:00,918
但是呢以前没有那么厉害

398
00:12:00,918 --> 00:12:02,119
现在它更厉害

399
00:12:02,119 --> 00:12:03,719
反正你一买它就掉

400
00:12:03,719 --> 00:12:05,279
你一卖它就涨

401
00:12:05,279 --> 00:12:07,220
人家就是冲着你来的啊

402
00:12:07,220 --> 00:12:08,279
你如果懂的话

403
00:12:08,279 --> 00:12:10,139
投资的前提是你要懂企业

404
00:12:10,139 --> 00:12:11,589
你要搞懂它

405
00:12:11,589 --> 00:12:13,509
或者你看到了make sense的东西

406
00:12:13,509 --> 00:12:14,589
他给了一个建议

407
00:12:14,589 --> 00:12:15,788
如果真的不懂投资

408
00:12:15,788 --> 00:12:17,028
那就买标普500指数

409
00:12:17,028 --> 00:12:18,649
或者说买伯克希尔哈撒韦

410
00:12:18,649 --> 00:12:20,068
你知道他们是谁

411
00:12:20,068 --> 00:12:21,509
你知道他们的历史

412
00:12:21,509 --> 00:12:22,590
对不对

413
00:12:22,590 --> 00:12:25,889
我觉得你买这个可能比什么black stone啊

414
00:12:25,889 --> 00:12:27,750
比这些这些东西要好

415
00:12:27,750 --> 00:12:29,889
但千万不要看图看线的去炒股

416
00:12:29,889 --> 00:12:31,570
那样你就是铁铁的韭菜

417
00:12:33,889 --> 00:12:35,009
在段永平的故事里面

418
00:12:35,009 --> 00:12:37,220
有一个始终贯穿的逻辑

419
00:12:37,220 --> 00:12:38,399
就是少就是多

420
00:12:38,399 --> 00:12:39,500
在企业经营上面

421
00:12:39,500 --> 00:12:41,389
他用stop doing list做减法

422
00:12:41,389 --> 00:12:43,409
30年只专注做对的事情

423
00:12:43,409 --> 00:12:44,769
在组织经营上面

424
00:12:44,769 --> 00:12:46,750
他放手让CEO去做决策

425
00:12:46,750 --> 00:12:47,818
自己退到幕后

426
00:12:47,818 --> 00:12:49,678
反而让企业更有了活力

427
00:12:49,678 --> 00:12:52,399
在投资上面他只打了不到20个孔

428
00:12:52,399 --> 00:12:55,559
但每一个都是经过了商业模式加企业文化

429
00:12:55,559 --> 00:12:57,139
这种双重的过滤

430
00:12:57,139 --> 00:12:59,179
这背后的智慧其实就是那句话

431
00:12:59,179 --> 00:13:00,039
做对的事情

432
00:13:00,039 --> 00:13:01,039
把事情做对

433
00:13:01,039 --> 00:13:02,419
前半句是方向

434
00:13:02,419 --> 00:13:03,639
后半句是方法

435
00:13:03,639 --> 00:13:04,620
方向错了

436
00:13:04,620 --> 00:13:05,960
越努力越危险

437
00:13:05,960 --> 00:13:06,879
方向对了

438
00:13:06,879 --> 00:13:07,759
允许犯错

439
00:13:07,759 --> 00:13:08,879
允许慢慢优化

440
00:13:08,879 --> 00:13:10,120
我们30年下来

441
00:13:10,120 --> 00:13:12,480
我们犯的错误就比其他人少

442
00:13:12,480 --> 00:13:15,529
我觉得其实最主要的就是这个东西

443
00:13:15,529 --> 00:13:17,730
因为我们知道这个事对我们不合适

444
00:13:17,730 --> 00:13:19,379
我们就不做了是吧

445
00:13:19,379 --> 00:13:21,500
那不做我们不就不少犯很多错误吗

446
00:13:21,500 --> 00:13:24,240
那你攒下来不就是做对的事情的概率就大了

447
00:13:24,240 --> 00:13:27,090
其实就是小小的一点点的差别

448
00:13:27,090 --> 00:13:29,200
你可能差30年就是很大的差别

449
00:13:29,200 --> 00:13:31,240
巴菲特90多岁的时候还在做CEEO

450
00:13:31,240 --> 00:13:32,000
刚刚才退休

451
00:13:32,000 --> 00:13:32,779
段平问他

452
00:13:32,779 --> 00:13:35,279
你觉得你未来还可以跑赢标普500吗

453
00:13:35,279 --> 00:13:37,159
巴菲特说其实非常难

454
00:13:37,159 --> 00:13:40,179
但是呢我觉得我可以超越一点点

455
00:13:40,179 --> 00:13:41,399
那段平笑着说

456
00:13:41,399 --> 00:13:43,299
他就是喜欢做这个事情

457
00:13:43,299 --> 00:13:45,879
这个呢就是真正热爱一件事情的样子

458
00:13:45,879 --> 00:13:47,179
不是为了证明什么

459
00:13:47,179 --> 00:13:48,500
也不是为了挣多少钱

460
00:13:48,500 --> 00:13:49,820
而是单纯的喜欢

461
00:13:49,820 --> 00:13:51,250
然后就一直做下去

462
00:13:51,250 --> 00:13:52,470
段永平也是一样

463
00:13:52,470 --> 00:13:55,089
他每天打球投资享受生活

464
00:13:55,089 --> 00:13:56,328
看起来不务正业

465
00:13:56,328 --> 00:13:58,249
但其实他一直在做同一件事情

466
00:13:58,249 --> 00:13:59,600
做自己喜欢的事情

467
00:13:59,600 --> 00:14:00,940
并且把它做到极致

468
00:14:00,940 --> 00:14:02,899
我这个人本来就胸无大志

469
00:14:02,899 --> 00:14:04,799
我就过好每一天就挺好的

470
00:14:04,799 --> 00:14:06,399
那未来的愿望也是过好每一天

471
00:14:06,399 --> 00:14:07,600
做自己喜欢的事情

472
00:14:07,600 --> 00:14:08,740
其实没什么了不起的

473
00:14:08,740 --> 00:14:10,700
但正是这个胸无大志的人

474
00:14:10,700 --> 00:14:11,659
用30年的时间

475
00:14:11,659 --> 00:14:13,720
在企业经营和投资两个领域

476
00:14:13,720 --> 00:14:15,559
都做到了顶尖的水平

477
00:14:15,559 --> 00:14:16,620
秘诀是什么

478
00:14:16,620 --> 00:14:18,299
可能就是那十个孔的智慧

479
00:14:18,299 --> 00:14:19,860
少做事做对事

480
00:14:19,860 --> 00:14:20,919
把事做好

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