怎么样避免亏钱

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今天分享一个投资人的话题啊

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就是散户怎么样亏钱的

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实际上大部分散户来这个市场

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第一要素并不是你要赚多少钱

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你要知道这些亏钱的人怎么亏的

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实际上90%以上的散户呢

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都是50万资金以下

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而且亏损的比例呢高达八九十%

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但是呢千万以上资金的呢很少有亏的

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因为我本身讲投资嘛

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我见了很多很多有钱的

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没钱的

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当然了

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我们会员群里的有钱人最多嘛

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就很少有人亏钱

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因为他看的很远啊

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越是有钱的人

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他看3年五年

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因为他闲钱嘛

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他也不着急啊

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跌了就补点

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然后买了个好公司

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实际上你在投资的时候

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你越是股息心态

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比如说哎我就冲着他五个点六个点的股息

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你越这种心态越不会亏钱

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你看前两天我讲了一个公司

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它就app啊

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我说这个老板唐呢基本上有点猫腻嘛对吧

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咱也不说他名了

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他就是波斯坦流水哈

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是流水的搬运工

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这句话怎么理解呢

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就是它本市场他在做这个公司的时候

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他很多流程来整合过来的

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因为我跟很多的上市公司呢有过合作啊

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无论是索宁啊

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阿拉里啊

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京东啊啊汇通达呀

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还有很多很多各种各样的公司啊

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包括呢也建了很多很多公司都市值管理的哈

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实际上套路都差不多

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就这些公司的逻辑是什么呢

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就是主营业务下滑唉

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可能资本市场上保持好印象

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所以他有整合流水

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实际上这些整合流水过程

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他这个流水本身没有假

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但是呢他这个主营业务和它的市值之间

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是没有关联的啊

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就像你本来是开啊开这个超市啊

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是卖这个车拉的啊

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结果呢你为了保证你流水呢啊

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你又搞了一个土方卡啊

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就我说的济南某家公司嘛啊

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本来是一个做商用服务器的啊

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也是知名企业

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那结果呢他到处收购啊

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然后呢啊搞一些土方来了

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那你到底是卖电脑的

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搞服务器的还是卖土方的

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它不一样啊

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你土方这玩意很容易出流水

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但你和主流又没关系啊

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但是你在业务里面

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你显示的也是真实流水哈

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毕竟开票了嘛

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实际上我每次在分享这些机会的

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这些危险的时候呢

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都想提醒很多人说

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你千万不要单纯的从估值角度看一家公司对吧

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你你好好看一下他主营业务哈

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你能不能找内部人啊

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然后调研一下是不是这样子

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所以因为我见过很多人吃亏啊

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在股票里面恰荡产

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所以呢我拍所有的视频呢

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就想着给别人讲说

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大家小心一点是吧

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不要把很多事看的太美好啊

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你要基于客观事实啊来去做评判

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他们都不买啊

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你不买也不会亏

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是不对

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但是呢很多人呢他价值观有问题啊

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当当我们从内部角度去讲这些东西的时候呢

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他不是从这个经营本身去思考

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而是啊通股价的波动

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那你任何一个垃圾公司它都会涨

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你比如说像贾跃亭

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那贾跃亭的公司也也有过

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一夜涨十倍的这种机会啊

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但是你不能说他涨势必就是对的

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是不是他最终还得亏回去了

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那家军害了多少人

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家破人亡呀

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但是呢我觉得价值观这个事的点呢

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当你不明白的时候

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你知道谁哈

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他的价格完全对的啊

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你可以参考他的建议啊

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你不会相信他啊

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就比如说我特别称重老段啊

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我段小平这个人的诚信本分平常心

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价值观我认为对的

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所以我就非常相信他

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那我巴巴菲特呢哈就是买股票买公司对吧

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然后为人诚实哈

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这个树立一个诚信需要10年回来

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他只需要一分钟

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所以他们这种讲诚信的人

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那我肯定相信他的

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但是呢很多人不理解这句话

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就他身边没有人讲诚信

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他把诚信呢都拿去喂狗了

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他也不认为诚信很重要

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所以呢他看不懂谁是诚信的

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他也不在意诚信本身带来的价值

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所以我想讲的这部分人呢

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而且呢很多很多的个人

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所以你看我在在IP的这3年里面

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真的我是数以千计

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知道吗

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数以千计

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各位就是我给大家讲个数据啊

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过去的这5年

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中国地产从400万亿到了200万亿

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就哪个人买房

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你不腰斩吗

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哪怕说你看我是10年买的房

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当时我在天桥区啊

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当时花了大概7500买了那个齐鲁花园

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各位高的时候2万多

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我最后呢打折在2万的时候

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我搞了报价

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直接打六折

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1万2卖掉了

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各位

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那是2021年20年的时候

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房价还在高点

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我我老婆直接讲过

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打六折

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打五折也行

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因为啥又不亏嘛

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结果我老婆大概是1万2到1万3之间

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有可能卖的1万3000多吧

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卖掉了现在多少钱呢

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现在6000

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这真的各位啊

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这六七千块钱啊

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比我当时在2010年买的时候还便宜啊

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什么概念啊

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各位很恐怖很恐怖的

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所以很多人呢他理解不了啊

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就是因为我们呢做生意

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这些年呢就是赚了钱很不容易

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然后呢本身就吃过苦

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所以我们对很多事呢

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本质上我们是不太会不太会这虚荣心的

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但是有多少人他理解不了这个逻辑哈

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他可能建东西美好的东西

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比如我来美国

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我也不认为有什么苦的呀

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那天天你看或者你看我刚才我刚才那个围绕

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我又直接转了一大圈

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结果呢我就想我今天是不是又要多走10km

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没想到那里有个门

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有个路直接让我进来了

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他就让我少走了很多很多的弯路

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知道吗

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就是就可能说我认为

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就如果说我按照我们山东的规矩啊

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那这个大学本来也是个世界名牌大学对吧

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他应该围起来啊

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这个操场怎么可能对外开放呢

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那我就从这个山里面直接穿过来了

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他就是开放的

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所以说你看我要这种山洞规矩

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我就相信说这个学校不可能开放

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但实际上人家就是随便随便进啊

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随便来啊

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随便玩啊

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这个就随随便遛狗

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那这个呢我也是给大家分享

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就是说嗯你你要区分来看

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就这个世界上没有对与错哈

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只有价值观

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只有角度不一样

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所以呢我也是想给大家讲的

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就是想让大家避雷啊

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还想让一部分有价值观人挣钱啊

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你比如说这个啊

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我讲了很多细分品类的品牌

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细分品类品牌这个是我的擅长

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因为我就做了很多品牌

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比如你说网上说惠当家呀

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多朗啊

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路飞啊啊人的梦啊

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我做了很多

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虽然他没有说做的那么大啊

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但是你作为一个没有资源

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没有人才体系

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没有供应链对吧

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能把单一品牌做过亿的也算还可以哈

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你自主品牌做过亿很难的

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但是呢我给大家讲个意思是什么呢

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我因为我们做了成了很多新品牌

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所以我们知道哪些新品牌是能赚钱的

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能值钱的

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所以这也是为什么我能发掘出来

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比如说像这个像那个啊登山鞋啊

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比如说像我穿的这个啊红卡是吧

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再比如说卡洛驰这些公司

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我都在会员群里给我们兄弟分享

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我说哎这个公司的毛利很高啊

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营销费用很低

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品牌定位很准是吧

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客单价能够维持住啊

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不是那种简单的说你想抄就抄走的是吧

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你可以做一样的动动鞋

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但是你做不出来卡洛驰这种品牌心智是吧

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人家就是丑鞋的品牌心智是吧

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明星就喜欢他

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因为不是每个人都图便宜

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知道吗

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比如说你今天你有十个亿

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你还会为了省那100块钱买个地摊货吗

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你肯定想着买原创对吧

229
00:06:44,889 --> 00:06:46,769
你比如说很多人不认可茅台一样

230
00:06:48,629 --> 00:06:50,730
那大家每个人买上几千万

231
00:06:50,730 --> 00:06:52,110
几千万茅台的股票是吧

232
00:06:52,110 --> 00:06:53,000
四个点的股息

233
00:06:53,000 --> 00:06:54,860
光一年收分红收上百万是吧

234
00:06:54,860 --> 00:06:57,060
你有3000万收个120万的股息

235
00:06:57,060 --> 00:06:57,839
你120万

236
00:06:57,839 --> 00:06:59,160
你天天喝年份你也喝不完呀

237
00:06:59,160 --> 00:07:00,480
你为什么要省那个钱对吧

238
00:07:00,480 --> 00:07:01,879
所以很多人他理解不了

239
00:07:01,879 --> 00:07:05,560
就是你其实到一定程度

240
00:07:05,560 --> 00:07:06,759
你不太会在意价格

241
00:07:06,759 --> 00:07:07,180
知道吗

242
00:07:07,180 --> 00:07:09,899
他不是每一个人都一定要在意价格

243
00:07:09,899 --> 00:07:12,230
价格呢只是说你对吧

244
00:07:12,230 --> 00:07:13,250
对于普通人来讲

245
00:07:13,250 --> 00:07:15,009
你活不下去是吧

246
00:07:15,009 --> 00:07:15,850
你那对你来讲

247
00:07:15,850 --> 00:07:18,129
你讲那几块钱对你来讲影响一天

248
00:07:18,129 --> 00:07:20,449
其实对有钱人他最多的是时间情绪

249
00:07:20,449 --> 00:07:20,850
知道吗

250
00:07:20,850 --> 00:07:22,290
有时间一小时

251
00:07:22,290 --> 00:07:23,269
比如赚20万

252
00:07:23,269 --> 00:07:24,649
你会在乎那200块钱吗

253
00:07:24,649 --> 00:07:25,149
不会的

254
00:07:25,149 --> 00:07:28,029
所以这个就是给大家讲的说人和人区别很大

255
00:07:28,029 --> 00:07:29,930
你要换到他的角度来看这个问题

256
00:07:29,930 --> 00:07:30,649
你就懂了

257
00:07:30,649 --> 00:07:32,550
实际上对有钱人来讲的话

258
00:07:32,550 --> 00:07:34,230
他真的看到的是价值

259
00:07:34,230 --> 00:07:37,060
对普通来讲的话是价格

260
00:07:37,060 --> 00:07:37,500
你知道吗

261
00:07:37,500 --> 00:07:39,930
就是投资上你要看重价值

262
00:07:39,930 --> 00:07:40,529
而不是价格

263
00:07:40,529 --> 00:07:41,569
那为什么叫价值投资

264
00:07:41,569 --> 00:07:42,730
不叫价格投资呢

265
00:07:42,730 --> 00:07:46,600
价值投资是你要穿过迷雾看到公司的内在价值

266
00:07:46,600 --> 00:07:48,079
比如说我们做的活就这样的

267
00:07:48,079 --> 00:07:51,629
我知道哪些公司品牌定位很准哎

268
00:07:51,629 --> 00:07:53,050
消费者人群花样很准

269
00:07:53,050 --> 00:07:55,089
营销路径很准是吧

270
00:07:55,089 --> 00:07:56,189
产品的差异化很短

271
00:07:56,189 --> 00:07:58,689
那心智呢沉淀形成了他这个沉淀

272
00:07:58,689 --> 00:07:59,610
心智形成的过程

273
00:07:59,610 --> 00:08:02,290
是我们在观察这个公司的企业文化

274
00:08:02,290 --> 00:08:03,449
对员工的影响的时候

275
00:08:03,449 --> 00:08:04,129
我们能看出来的

276
00:08:04,129 --> 00:08:05,569
比如说啊德克士户外啊

277
00:08:05,569 --> 00:08:07,259
红卡的那个售货员啊

278
00:08:07,259 --> 00:08:08,459
把每个用户变成了思域

279
00:08:08,459 --> 00:08:10,620
然后每个都通知他们去跑步爬山啊

280
00:08:10,620 --> 00:08:11,680
通过这种强化呢

281
00:08:11,680 --> 00:08:13,420
这个员工呢他是热爱这个工作的

282
00:08:13,420 --> 00:08:14,899
他不是简单的说哇

283
00:08:14,899 --> 00:08:17,100
我就把这个东西当成一个买卖鞋的工作

284
00:08:17,100 --> 00:08:17,660
不是的

285
00:08:17,660 --> 00:08:19,660
他实际上他是喜欢这份工作

286
00:08:19,660 --> 00:08:22,069
他实际上把这工作当成了一个

287
00:08:22,069 --> 00:08:23,870
当成一个热爱一个事业

288
00:08:23,870 --> 00:08:25,670
本身是一个体育爱好者对吧

289
00:08:25,670 --> 00:08:26,509
你再比如说卡洛驰

290
00:08:26,509 --> 00:08:28,339
你可以看看他的店里面

291
00:08:28,339 --> 00:08:30,620
所有的店都卖一样的洞洞鞋

292
00:08:30,620 --> 00:08:32,889
他能把一个洞洞鞋组成一个店面

293
00:08:32,889 --> 00:08:33,690
很难的

294
00:08:33,690 --> 00:08:35,730
各位你知道大部分公司怎么做的

295
00:08:35,730 --> 00:08:36,649
比如说lol lemon

296
00:08:36,649 --> 00:08:38,090
LOL尼莫为什么跌这么惨呢

297
00:08:38,090 --> 00:08:39,629
他是为了走店面

298
00:08:39,629 --> 00:08:42,539
从啊瑜伽裤延伸到哼男装

299
00:08:42,539 --> 00:08:44,299
运动鞋女装

300
00:08:44,299 --> 00:08:46,980
各位短裤西装他什么都做

301
00:08:46,980 --> 00:08:47,740
这是两个概念

302
00:08:47,740 --> 00:08:48,480
各位你知道吗

303
00:08:48,480 --> 00:08:49,940
你把鞋做成一个店面

304
00:08:49,940 --> 00:08:52,399
和把全套的衣服都在那两个概念

305
00:08:52,399 --> 00:08:54,320
你可以搜下我大号全国亚猴子里面

306
00:08:54,320 --> 00:08:55,460
我对这个事的分析

307
00:08:55,460 --> 00:08:57,779
我说德克士外估值

308
00:08:57,779 --> 00:09:00,429
肯定要比这个RO莱姆估值要高

309
00:09:00,429 --> 00:09:01,309
因为很简单道理

310
00:09:01,309 --> 00:09:02,690
因为他东拼西凑

311
00:09:02,690 --> 00:09:03,950
他是不需要这种

312
00:09:03,950 --> 00:09:05,409
不需要这种精打细算的

313
00:09:05,409 --> 00:09:07,159
但是呢你要深度思考

314
00:09:07,159 --> 00:09:09,000
把一个公司里面的细节想明白

315
00:09:09,000 --> 00:09:10,360
这是非常用心的

316
00:09:10,360 --> 00:09:11,480
各位你要看公司

317
00:09:11,480 --> 00:09:13,610
你看人真的是失之毫厘

318
00:09:13,610 --> 00:09:14,350
差之千里

319
00:09:14,350 --> 00:09:15,610
你真的是你在山东

320
00:09:15,610 --> 00:09:17,690
你永远做不出来精致的东西对吧

321
00:09:17,690 --> 00:09:18,909
山东话可以造卡车

322
00:09:18,909 --> 00:09:20,700
中国重汽他绝对造不出来

323
00:09:20,700 --> 00:09:22,259
法拉利绝对造不出来是吧

324
00:09:22,259 --> 00:09:24,059
就是那种特别特别精致的

325
00:09:24,059 --> 00:09:25,159
然后高端的东西

326
00:09:25,159 --> 00:09:25,940
这只有南方

327
00:09:25,940 --> 00:09:27,100
为什么他的工匠精神

328
00:09:27,100 --> 00:09:28,620
它细节他研究的细

329
00:09:28,620 --> 00:09:30,059
山东人很粗放是吧

330
00:09:30,059 --> 00:09:31,340
就是吃那些是吧

331
00:09:31,340 --> 00:09:32,929
就是大锅大锅菜

332
00:09:32,929 --> 00:09:33,929
就是黑乎乎油

333
00:09:33,929 --> 00:09:34,750
油乎乎圆乎乎

334
00:09:34,750 --> 00:09:35,769
它不是它不好

335
00:09:35,769 --> 00:09:37,629
是它的框架太粗了

336
00:09:37,629 --> 00:09:39,629
但是呢他很多细节的东西

337
00:09:39,629 --> 00:09:41,269
需要深度思考才可以做出来

338
00:09:41,269 --> 00:09:42,470
所以你能理解这句话呢

339
00:09:42,470 --> 00:09:44,269
你投资上基本上就能入门

340
00:09:44,269 --> 00:09:45,029
能赚钱了

341
00:09:45,029 --> 00:09:46,269
但你理解不了也无所谓了

342
00:09:46,269 --> 00:09:47,029
你不投就是了

343
00:09:47,029 --> 00:09:50,379
所以我也是这个视频呢讲给那些做投资

344
00:09:50,379 --> 00:09:51,419
想那么快钱

345
00:09:51,419 --> 00:09:53,240
但是自己都没想明白的人啊

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