底层做起破局路径

1
00:00:00,540 --> 00:00:02,040
做企业做的越久

2
00:00:02,040 --> 00:00:03,720
做投资做的时间越长

3
00:00:03,720 --> 00:00:04,860
见的人越多

4
00:00:04,860 --> 00:00:06,509
你会发现一个问题啊

5
00:00:06,509 --> 00:00:08,369
其实机会永远不缺

6
00:00:08,369 --> 00:00:11,710
每个时代呢都有每个时代人的机会

7
00:00:11,710 --> 00:00:13,009
你抓到一次

8
00:00:13,009 --> 00:00:14,289
这一辈子就改命了

9
00:00:14,289 --> 00:00:15,609
你抓到两次

10
00:00:15,609 --> 00:00:17,050
那你就无敌了

11
00:00:17,050 --> 00:00:18,960
你能抓到三次

12
00:00:18,960 --> 00:00:20,699
绝对是人中龙凤啊

13
00:00:20,699 --> 00:00:23,620
大部分人一辈子连一次都抓不住

14
00:00:23,620 --> 00:00:24,920
应该90%的人吧

15
00:00:24,920 --> 00:00:28,370
你要比如说你看我06年从大学毕业到现在

16
00:00:28,370 --> 00:00:29,809
经历了多少次机会啊

17
00:00:29,809 --> 00:00:31,589
06年到16年

18
00:00:31,589 --> 00:00:34,070
这10年是电商的是黄金期

19
00:00:34,070 --> 00:00:35,780
无论阿里京东啊

20
00:00:35,780 --> 00:00:36,299
唯品会啊

21
00:00:36,299 --> 00:00:37,380
你在任何一个平台上

22
00:00:37,380 --> 00:00:38,799
你能做个35年

23
00:00:38,799 --> 00:00:41,259
几百几千万总是有的吧

24
00:00:41,500 --> 00:00:45,689
从2017年开始到202223年

25
00:00:45,689 --> 00:00:47,509
就是直播时代啊

26
00:00:47,509 --> 00:00:49,189
你看你无论是快手啊

27
00:00:49,189 --> 00:00:50,228
抖音啊对吧

28
00:00:50,228 --> 00:00:53,280
视频号你抓住任何机会就百以上有的吧

29
00:00:53,280 --> 00:00:54,310
然后呢

30
00:00:54,310 --> 00:00:55,570
其实这十几年呢

31
00:00:55,570 --> 00:00:57,509
跨境电商也是一个黄金时代是吧

32
00:00:57,509 --> 00:00:59,950
你别说从这个2010年发生跨界车了

33
00:00:59,950 --> 00:01:01,950
你哪怕是从2018年发现的

34
00:01:01,950 --> 00:01:02,829
也能赚一笔钱

35
00:01:02,829 --> 00:01:04,709
就我们这花钱就是18年啊

36
00:01:04,709 --> 00:01:06,579
来美国之后发现了亚马逊的机会

37
00:01:06,579 --> 00:01:07,879
然后通过这个方式呢

38
00:01:07,879 --> 00:01:09,060
然后发现了美股啊

39
00:01:09,060 --> 00:01:11,359
然后呢也在美国也算是财务自由吧

40
00:01:11,359 --> 00:01:12,920
那最起码是吧

41
00:01:12,920 --> 00:01:15,739
在豪宅的房子什么的都是美国给提供的

42
00:01:15,739 --> 00:01:16,579
所以你会发现问题啊

43
00:01:16,579 --> 00:01:19,769
就是我们呢抓住了电商的机会

44
00:01:19,769 --> 00:01:21,849
抓住了跨境的机会啊

45
00:01:21,849 --> 00:01:22,950
抓住了AI的机会

46
00:01:22,950 --> 00:01:24,890
跨境的机会呢没抓住这么大

47
00:01:24,890 --> 00:01:27,650
但最起码打开一条通道是吧

48
00:01:27,650 --> 00:01:28,170
如果你不的话

49
00:01:28,170 --> 00:01:29,730
你你怎么了解美国呀是吧

50
00:01:29,730 --> 00:01:30,609
你怎么了解美国呀

51
00:01:30,609 --> 00:01:32,329
你怎么可能顺利的在美国安家啊

52
00:01:32,329 --> 00:01:33,609
啊对安居乐业

53
00:01:33,609 --> 00:01:35,009
那不可能的

54
00:01:35,009 --> 00:01:38,049
所以像我们这种抓住三次机会的人很少

55
00:01:38,049 --> 00:01:40,980
那如果说这两年最好的机会就是AI

56
00:01:40,980 --> 00:01:42,219
那AI这个机会呢

57
00:01:42,219 --> 00:01:44,579
实际上我们也只能说用AI的工具啊

58
00:01:44,579 --> 00:01:47,218
然后投资AI相关的上市公司

59
00:01:47,218 --> 00:01:49,618
那比如说你在谷歌上看

60
00:01:49,618 --> 00:01:50,578
我们实现了翻倍多

61
00:01:50,578 --> 00:01:52,659
重仓低仓位翻倍对吧

62
00:01:52,659 --> 00:01:54,219
那肯定赚不到钱嘛

63
00:01:54,219 --> 00:01:55,900
那这两年的AI硬件啊

64
00:01:55,900 --> 00:01:59,430
去年年底在美国西部数据上哈赚了两笔

65
00:01:59,430 --> 00:02:02,469
然后到现在呢就等着数据中心啊

66
00:02:02,469 --> 00:02:03,450
还有电力的机会

67
00:02:03,450 --> 00:02:05,150
实际上你会发现问题啊

68
00:02:05,150 --> 00:02:06,750
就是你看我们是怎么样发现的

69
00:02:06,750 --> 00:02:07,509
机会呢

70
00:02:07,509 --> 00:02:09,808
其实就是思考没有什么

71
00:02:09,808 --> 00:02:11,329
没有什么绝对诀窍

72
00:02:11,329 --> 00:02:13,848
就因为你自己是比如说你做消费品啊

73
00:02:13,848 --> 00:02:15,389
做这个互联网啊

74
00:02:15,389 --> 00:02:16,969
我们对消费品公司肯定很熟

75
00:02:16,969 --> 00:02:18,969
但阿里他去年抓了两个机会

76
00:02:18,969 --> 00:02:20,689
是因为你非常了解这个行业

77
00:02:20,689 --> 00:02:22,189
AI全是现学的

78
00:02:22,189 --> 00:02:24,699
所以这个呢也是给兄弟们提醒啊

79
00:02:24,699 --> 00:02:27,219
就是如果说你能抓住一次机会

80
00:02:27,219 --> 00:02:28,080
想到第二式

81
00:02:28,080 --> 00:02:30,210
你要学现学

82
00:02:30,210 --> 00:02:32,330
就别想着说我复制经验

83
00:02:32,330 --> 00:02:33,590
各位经验是无法复制的

84
00:02:33,590 --> 00:02:35,189
你就像我吧

85
00:02:35,189 --> 00:02:37,509
我从一个代理商转型品牌方

86
00:02:37,509 --> 00:02:38,930
我们步步高体系

87
00:02:38,930 --> 00:02:40,250
咱实话实说啊

88
00:02:40,250 --> 00:02:41,210
能转型成功的

89
00:02:41,210 --> 00:02:42,889
也就是我都是从技术业务员

90
00:02:42,889 --> 00:02:44,139
没有资源的这些人啊

91
00:02:44,139 --> 00:02:45,979
啊你要说吉普的创始人李杰啊

92
00:02:45,979 --> 00:02:48,460
包括这个啊其他的步步高出来的啊

93
00:02:48,460 --> 00:02:51,329
那些其实他真的有资本加持啊

94
00:02:51,329 --> 00:02:53,530
如果单纯靠他自己特领导一

95
00:02:53,530 --> 00:02:54,889
像我这种其实他很难的

96
00:02:54,889 --> 00:02:55,330
你要李杰

97
00:02:55,330 --> 00:02:57,689
他是因为在印尼本身拿到了这个

98
00:02:57,689 --> 00:02:58,930
OPPO的总经理的机会啊

99
00:02:58,930 --> 00:03:00,019
相当于代理商吧

100
00:03:00,019 --> 00:03:01,459
那第二个呢他跟对了好老板

101
00:03:01,459 --> 00:03:02,699
张元觉得是个好老板

102
00:03:02,699 --> 00:03:06,240
他比我们公司那个哼老玉那强他妈几万倍

103
00:03:06,240 --> 00:03:08,419
我靠老玉就是个高级打工的嘛

104
00:03:08,419 --> 00:03:09,879
他不是真正的好老板

105
00:03:09,879 --> 00:03:11,240
他只是个正经人人嘛

106
00:03:11,240 --> 00:03:13,080
那李杰呢跟着张元

107
00:03:13,080 --> 00:03:14,620
张元这个人我还是了解的哈

108
00:03:14,620 --> 00:03:16,099
那格局很大

109
00:03:16,099 --> 00:03:17,240
是千亿富豪

110
00:03:17,240 --> 00:03:18,460
那明智迟归呀

111
00:03:18,460 --> 00:03:19,669
那你随意不出来了

112
00:03:19,669 --> 00:03:22,009
你打工你最幸运的不就找了个好老板吗

113
00:03:22,009 --> 00:03:25,250
那里那张元对李杰肯定是足够的宽容

114
00:03:25,250 --> 00:03:26,849
给了足够多的试错成本啊

115
00:03:26,849 --> 00:03:28,930
包括呢重力加持对吧

116
00:03:28,930 --> 00:03:31,530
你看当时你看我当时做淘宝的时候啊

117
00:03:31,530 --> 00:03:34,060
如果老岳他们稍微有点这种啊

118
00:03:34,060 --> 00:03:35,659
稍微有点这种前瞻性啊

119
00:03:35,659 --> 00:03:37,919
咱不用说多哎呀

120
00:03:37,919 --> 00:03:39,770
你就支持我搞这个是吧

121
00:03:42,110 --> 00:03:43,789
然后支持我搞这个电商

122
00:03:43,789 --> 00:03:44,830
这万一年十个亿了嘛

123
00:03:44,830 --> 00:03:45,439
对不对

124
00:03:45,439 --> 00:03:46,479
大家都发财了嘛

125
00:03:46,479 --> 00:03:47,120
那对俊美来讲

126
00:03:47,120 --> 00:03:48,240
他也上了大台阶嘛

127
00:03:48,240 --> 00:03:49,539
但他没有这种格局

128
00:03:49,539 --> 00:03:52,500
或者说他也不是那种成就别人的人是吧

129
00:03:52,500 --> 00:03:53,759
那不是说我们有能力啊

130
00:03:53,759 --> 00:03:56,758
我们后面也一次次证明我们是有能力的啊

131
00:03:56,758 --> 00:03:59,169
特别是从这个啊

132
00:03:59,169 --> 00:04:02,189
2014年转型做品牌这件事啊

133
00:04:02,189 --> 00:04:03,870
如果说你做做代理赚钱啊

134
00:04:03,870 --> 00:04:04,310
财务自由

135
00:04:04,310 --> 00:04:04,949
那是运气啊

136
00:04:04,949 --> 00:04:06,439
那毕竟是品牌人家的

137
00:04:06,439 --> 00:04:10,039
那你通过自主品牌哈能把这个生意做大啊

138
00:04:10,039 --> 00:04:11,840
一个月几千万的纯利的话

139
00:04:11,840 --> 00:04:13,539
这个还是真要求点能力的啊

140
00:04:13,539 --> 00:04:15,280
你从开发产品啊

141
00:04:15,280 --> 00:04:16,500
到搞定供应链哈

142
00:04:16,500 --> 00:04:18,060
到自己那卖出去啊

143
00:04:18,060 --> 00:04:19,300
搞定渠道啊

144
00:04:19,300 --> 00:04:20,220
还重新培养团队

145
00:04:20,220 --> 00:04:24,339
这个东西我们的成功是完全靠现学啊

146
00:04:24,339 --> 00:04:25,240
所以兄弟们

147
00:04:25,240 --> 00:04:28,220
如果很多兄弟问我说哎呀这个AI时代啊

148
00:04:28,220 --> 00:04:29,379
什么能力是最强的

149
00:04:29,379 --> 00:04:31,480
我的学习什么都现学哈

150
00:04:31,480 --> 00:04:33,699
永远不要说这个啊

151
00:04:33,699 --> 00:04:35,680
说这个时代怎么怎么样都很难

152
00:04:35,680 --> 00:04:37,360
各位只有学习

153
00:04:37,360 --> 00:04:38,439
如果你不学

154
00:04:38,439 --> 00:04:39,560
你还想做成

155
00:04:39,560 --> 00:04:40,759
绝对不可能啊

156
00:04:40,759 --> 00:04:43,120
对所以这个呢也是这说明讲的

157
00:04:43,120 --> 00:04:45,639
就是一定要一定要去努力的

158
00:04:45,639 --> 00:04:47,579
现学现卖啊

159
00:04:47,579 --> 00:04:49,519
现琢磨现思考

160
00:04:49,519 --> 00:04:50,879
你复制没法复制

161
00:04:50,879 --> 00:04:54,079
比如说我拿着只有OPPO小电台的管理经验啊

162
00:04:54,079 --> 00:04:55,100
去做自主品牌

163
00:04:55,100 --> 00:04:56,060
早倒闭了

164
00:04:56,060 --> 00:04:57,560
步步高体系出来的

165
00:04:57,560 --> 00:04:58,600
后面失败的这些人

166
00:04:58,600 --> 00:05:01,220
都是因为太注重过去的积累了

167
00:05:01,220 --> 00:05:04,759
比如说他把这个OV小联赛代理套模式好复制

168
00:05:04,759 --> 00:05:05,680
不可能复制的

169
00:05:05,680 --> 00:05:08,759
各位老段巴菲特他们也无法复制

170
00:05:08,759 --> 00:05:09,560
你只能借鉴

171
00:05:09,560 --> 00:05:10,879
以他们的经验

172
00:05:10,879 --> 00:05:13,180
就是无论是这个啊买茅台

173
00:05:13,180 --> 00:05:13,980
买腾讯

174
00:05:13,980 --> 00:05:15,079
买泡马特

175
00:05:15,079 --> 00:05:16,619
你也得优化啊

176
00:05:16,619 --> 00:05:18,379
你不能说那老段2600没卖

177
00:05:18,379 --> 00:05:19,858
茅没毛台你就不卖啊

178
00:05:19,858 --> 00:05:22,699
你不能说老段400多块钱给了啊

179
00:05:22,699 --> 00:05:24,379
买了这个1%的腾讯

180
00:05:24,379 --> 00:05:25,620
你也你也跟他学是吧

181
00:05:25,620 --> 00:05:26,879
你也不要说啊

182
00:05:26,879 --> 00:05:28,019
更更不是泡泡马特了

183
00:05:28,019 --> 00:05:29,649
就是你不能照抄

184
00:05:29,649 --> 00:05:30,889
你要考虑的第一个

185
00:05:31,970 --> 00:05:33,430
你的这个回本周期哈

186
00:05:33,430 --> 00:05:35,050
你的资金量哈

187
00:05:35,050 --> 00:05:36,120
你的能力圈

188
00:05:36,120 --> 00:05:39,279
那他哼2000个亿年化5%

189
00:05:39,279 --> 00:05:40,160
还有啊

190
00:05:40,160 --> 00:05:41,000
还有100个亿呢

191
00:05:41,000 --> 00:05:43,160
那那你就10万块5%

192
00:05:43,160 --> 00:05:43,759
你能受得了

193
00:05:43,759 --> 00:05:45,089
不哈哈哈哈

194
00:05:45,089 --> 00:05:46,410
所以你有你有10万块

195
00:05:46,410 --> 00:05:48,610
你要是能发掘AI的一年失败的机会

196
00:05:48,610 --> 00:05:49,730
那最好不过了对吧

197
00:05:49,730 --> 00:05:50,649
你资金量越大

198
00:05:50,649 --> 00:05:52,329
你要的是稳定哈

199
00:05:52,329 --> 00:05:54,538
要的是分红现金流

200
00:05:54,538 --> 00:05:55,738
但你资金量小呢

201
00:05:55,738 --> 00:05:59,278
嘿嘿说实话哼大概率呢就是亏的更

202
00:05:59,278 --> 00:06:00,470
亏的概率更高啊

203
00:06:00,470 --> 00:06:01,750
你要是借鉴巴菲特老段

204
00:06:01,750 --> 00:06:02,389
你不会亏

205
00:06:02,389 --> 00:06:04,750
但是你也很难有超额收益啊

206
00:06:04,750 --> 00:06:06,550
但是呢你要是不懂乱投呢

207
00:06:06,550 --> 00:06:07,639
你有可能会亏钱

208
00:06:07,639 --> 00:06:10,600
那这个呢就是你可以借鉴大佬

209
00:06:10,600 --> 00:06:12,519
但是你不要糟蹋大佬对吧

210
00:06:12,519 --> 00:06:14,870
然后呢第二个你就是你可以用自己的能力圈

211
00:06:14,870 --> 00:06:15,910
能力圈这个事啊

212
00:06:15,910 --> 00:06:16,850
我给大家分享一下啊

213
00:06:16,850 --> 00:06:18,908
怎么样建立能力圈啊

214
00:06:18,908 --> 00:06:20,668
这一点呢我还是非常有经验的啊

215
00:06:21,709 --> 00:06:23,339
因为我是没有任何资源的

216
00:06:23,339 --> 00:06:25,519
那后面呢很多事能做成呢

217
00:06:25,519 --> 00:06:28,779
就是你怎么样在做的过程里面创造机会

218
00:06:28,779 --> 00:06:30,180
怎么样创造啊

219
00:06:30,180 --> 00:06:31,139
这个事很有意思啊

220
00:06:31,139 --> 00:06:32,589
比如今天上午呃

221
00:06:32,589 --> 00:06:34,170
我就去了一个中国同学那里

222
00:06:34,170 --> 00:06:37,610
你看我们不是3年前一块吃饭吗

223
00:06:37,610 --> 00:06:39,389
那正好来大家介绍的时候啊

224
00:06:39,389 --> 00:06:40,589
这位兄弟啊

225
00:06:40,589 --> 00:06:43,509
这个跟我同学介绍他他公司的情况诶

226
00:06:43,509 --> 00:06:45,949
他一说我就道他老板我听说过很有钱啊

227
00:06:45,949 --> 00:06:46,910
也在军号

228
00:06:46,910 --> 00:06:47,629
也是邻居嘛

229
00:06:47,629 --> 00:06:49,339
那资产几10亿美金啊

230
00:06:49,339 --> 00:06:50,519
因为之前有人跟我讲过吧

231
00:06:50,779 --> 00:06:52,319
他们因为这个创始人

232
00:06:52,319 --> 00:06:54,079
他老婆还是我们山东老乡嘛

233
00:06:54,079 --> 00:06:55,160
哎我就问他

234
00:06:55,160 --> 00:06:57,759
我说你老板是不是这个啊北大的啊

235
00:06:57,759 --> 00:07:00,569
然后那个创不认识这个山东老乡

236
00:07:00,569 --> 00:07:02,089
他说是啊啊你不认识啊

237
00:07:02,089 --> 00:07:04,870
我说我说之前有个朋友给我提过啊

238
00:07:04,870 --> 00:07:07,290
我我也住new泡吧啊

239
00:07:07,290 --> 00:07:07,689
他说行啊

240
00:07:07,689 --> 00:07:09,970
他说今天你来老板介绍你认识

241
00:07:09,970 --> 00:07:11,209
嘿我就等着这句话

242
00:07:11,209 --> 00:07:12,529
因为我想跟他们老板聊聊嘛

243
00:07:12,529 --> 00:07:14,160
他毕竟三四十亿的啊

244
00:07:14,160 --> 00:07:14,899
美金的现金

245
00:07:14,899 --> 00:07:16,560
那做投资还是很有厉害的

246
00:07:16,560 --> 00:07:17,480
那今天去了之后

247
00:07:17,480 --> 00:07:20,079
人家果然哈哈这个老板给我认识啊

248
00:07:20,079 --> 00:07:22,269
然后呢分享了他们公司啊

249
00:07:22,269 --> 00:07:24,269
所有的这个资源和机会啊

250
00:07:24,269 --> 00:07:25,788
包括他对这个一食堂的理解

251
00:07:25,788 --> 00:07:28,139
所以我现在在投一级市场的时候

252
00:07:28,139 --> 00:07:29,240
那我就有资源了

253
00:07:29,240 --> 00:07:29,779
为啥呢

254
00:07:29,779 --> 00:07:31,060
因为他们每个周都有推荐会

255
00:07:31,060 --> 00:07:33,500
然后啊我我也作为这个嘉宾嘛是吧

256
00:07:33,500 --> 00:07:35,240
毕竟咱也有几百万粉丝啊

257
00:07:35,240 --> 00:07:38,139
然后帮助帮助这些几万粉丝看项目啊

258
00:07:38,139 --> 00:07:40,160
然后审核了解行业啊

259
00:07:40,160 --> 00:07:41,779
哈洞察这个行业的本质啊

260
00:07:41,779 --> 00:07:42,639
产品啊

261
00:07:42,639 --> 00:07:44,100
这不有足够多的渠道了吗

262
00:07:44,100 --> 00:07:44,899
那再说了

263
00:07:44,899 --> 00:07:47,629
他老板肯定会把中间的这些好和坏啊

264
00:07:47,629 --> 00:07:49,149
创始人拉过来一起聊嘛

265
00:07:49,149 --> 00:07:51,589
所以你看我一下子就把一级市场的机会打开了

266
00:07:51,589 --> 00:07:52,470
那第二个呢

267
00:07:52,470 --> 00:07:53,490
通过这个

268
00:07:53,490 --> 00:07:56,189
它们让我们发生了更多的潜在的问题啊

269
00:07:56,189 --> 00:07:57,430
实际上你看啊

270
00:07:57,430 --> 00:07:59,939
我在我从来不去应求啊

271
00:07:59,939 --> 00:08:01,519
比如说啊人家不想给你

272
00:08:01,519 --> 00:08:02,620
我从来不应求

273
00:08:02,620 --> 00:08:03,819
我只是干一件事

274
00:08:03,819 --> 00:08:07,149
就是如果这个事他不专业

275
00:08:07,149 --> 00:08:08,529
我是绝对不会和他聊的

276
00:08:08,529 --> 00:08:09,930
如果他是行业顶尖

277
00:08:09,930 --> 00:08:11,379
我为什么不和他聊呢

278
00:08:11,379 --> 00:08:12,959
但是他为什么要和我聊

279
00:08:12,959 --> 00:08:14,680
我在这个事上我是想明白了的

280
00:08:14,680 --> 00:08:16,100
因为我对他们绝对有价值

281
00:08:16,100 --> 00:08:18,069
因为我做的东西他们不会是吧

282
00:08:18,069 --> 00:08:19,310
无论是这个呵呵

283
00:08:19,310 --> 00:08:22,170
几百万粉丝的这种信任度沉淀啊

284
00:08:22,170 --> 00:08:24,389
还是这个这一年的做电商

285
00:08:24,389 --> 00:08:25,910
做品牌的供应链的沉淀

286
00:08:25,910 --> 00:08:27,970
像美国最缺的是我们这类人对吧

287
00:08:27,970 --> 00:08:29,250
无论是他的啊

288
00:08:29,250 --> 00:08:30,689
这个因为美国通胀很厉害嘛

289
00:08:30,689 --> 00:08:31,550
制造业啊

290
00:08:31,550 --> 00:08:32,889
品牌出海呀啊

291
00:08:32,889 --> 00:08:34,289
制造业出海呀啊

292
00:08:34,289 --> 00:08:37,328
市场的这种哈零售行业的一个打造呀

293
00:08:37,328 --> 00:08:39,609
其实这些都是老美最缺的

294
00:08:39,609 --> 00:08:40,448
所以兄弟们

295
00:08:40,448 --> 00:08:41,528
你发现没有啊

296
00:08:41,528 --> 00:08:45,370
我们这些年做的最多的东西是创造价值

297
00:08:45,370 --> 00:08:46,529
提供价值

298
00:08:46,529 --> 00:08:48,029
而不是索取价值

299
00:08:48,029 --> 00:08:52,580
我觉得在全网这个真正讲到这个财经啊

300
00:08:52,580 --> 00:08:53,340
和创业的时候

301
00:08:54,340 --> 00:08:57,658
我们不说唯一也是也是真正的从行业里面

302
00:08:57,658 --> 00:08:59,458
真的把这个牢底坐穿的啊

303
00:08:59,458 --> 00:09:00,739
16年的互联网经验

304
00:09:00,739 --> 00:09:02,259
包括做品牌的经验啊

305
00:09:02,259 --> 00:09:03,789
包括对上市公司啊

306
00:09:03,789 --> 00:09:04,929
这些一线品牌的了解

307
00:09:04,929 --> 00:09:06,470
因为我做过30个品牌代理嘛

308
00:09:06,470 --> 00:09:09,159
其实我们从最根源上就知道这些公司

309
00:09:09,159 --> 00:09:11,059
他真正的现金流以及它的持续性

310
00:09:11,059 --> 00:09:13,519
所以这种呢就是保证不会栽

311
00:09:13,519 --> 00:09:16,620
第二个呢就是从配置角度哈哈好

312
00:09:16,620 --> 00:09:18,259
很多兄弟他是赌博式的啊

313
00:09:18,259 --> 00:09:21,440
赌博士的打法呢小资金也玩玩就行了

314
00:09:21,440 --> 00:09:24,299
但真正大资金啊还是要走我们这条路

315
00:09:24,299 --> 00:09:26,779
这条路呢就是一个不会亏钱的路对吧

316
00:09:26,779 --> 00:09:28,940
柴油资产配置看稳定收益哈

317
00:09:28,940 --> 00:09:31,818
年化那肯定比这个指数高多了嘛对吧

318
00:09:31,818 --> 00:09:32,899
那不说百分之百

319
00:09:32,899 --> 00:09:35,219
那十五十五六十%的打法啊

320
00:09:35,219 --> 00:09:36,658
实际上就很稳定

321
00:09:36,658 --> 00:09:37,578
很靠谱是吧

322
00:09:37,578 --> 00:09:38,019
进水攻

323
00:09:38,019 --> 00:09:39,019
退可守啊

324
00:09:39,019 --> 00:09:40,139
躺平还有股息啊

325
00:09:40,139 --> 00:09:41,438
基本上不用动用本金

326
00:09:41,438 --> 00:09:44,049
就我们这种打法呢其实就是个躺平的

327
00:09:44,049 --> 00:09:45,929
然后呢不需要风险的

328
00:09:45,929 --> 00:09:48,370
然后呢一条啊一条长期之路

329
00:09:48,370 --> 00:09:51,519
所以这条路呢还是大部分要学习的啊

330
00:09:51,519 --> 00:09:52,840
这个是针对创业者讲的哈

331
00:09:52,840 --> 00:09:54,600
就是因为你到了40岁之后

332
00:09:54,600 --> 00:09:57,250
你会发现你力不从心是吧啊

333
00:09:57,250 --> 00:09:59,350
新时代的打法你根本就适应不了

334
00:09:59,350 --> 00:10:02,629
所以我们在这条路上呢康复了一条很好的路

335
00:10:02,629 --> 00:10:06,240
其实还有很重要一条就是关于下一代和传承

336
00:10:06,240 --> 00:10:08,519
就这个呢哈好多人咨询我啊

337
00:10:08,519 --> 00:10:09,240
权哥啊

338
00:10:09,240 --> 00:10:10,259
我小孩上什么大学

339
00:10:10,259 --> 00:10:11,240
选什么专业

340
00:10:11,240 --> 00:10:12,519
像这些都不是最重要的

341
00:10:12,519 --> 00:10:14,840
各位上什么大学

342
00:10:14,840 --> 00:10:17,720
嘿他的成绩决定了对吧

343
00:10:17,720 --> 00:10:20,519
你你你你像我这我肯定考不到北大清华

344
00:10:20,519 --> 00:10:22,600
反正你总共就得考个03年

345
00:10:22,600 --> 00:10:23,840
考个四百七八十分

346
00:10:23,840 --> 00:10:25,279
你能选的很有限对吧

347
00:10:25,279 --> 00:10:27,759
因为你就是哼你从那个垃圾里面

348
00:10:27,759 --> 00:10:30,100
你你仅选也就那样对吧

349
00:10:30,100 --> 00:10:32,100
当然你能考北大清华那个分数也也也没什么

350
00:10:32,100 --> 00:10:33,539
你哪个月都很好对吧

351
00:10:33,539 --> 00:10:34,379
你考700分

352
00:10:34,379 --> 00:10:35,860
顶尖名校都不差的

353
00:10:35,860 --> 00:10:37,200
那都有他过人之处

354
00:10:37,200 --> 00:10:39,509
实际上学校这东西是是吧

355
00:10:39,509 --> 00:10:42,720
基本上天生的专业这个事情呢说难听点

356
00:10:42,720 --> 00:10:45,539
还有几个知道他上了什么专业的

357
00:10:45,539 --> 00:10:46,200
再说呢

358
00:10:46,200 --> 00:10:47,539
你就上了专业又怎么样

359
00:10:47,539 --> 00:10:50,259
我们当时学的专业到今天完全没用了对吧

360
00:10:50,259 --> 00:10:51,779
你你在今天往前倒推

361
00:10:51,779 --> 00:10:53,700
当年那最火的什么土木工程啊

362
00:10:53,700 --> 00:10:54,580
什么设计呀

363
00:10:54,580 --> 00:10:55,419
那现在都没用了

364
00:10:55,419 --> 00:10:56,379
房地产都不行了

365
00:10:56,379 --> 00:10:57,980
所以实际上专业也不是很好的

366
00:10:57,980 --> 00:10:59,500
各位学校没那么重要

367
00:10:59,500 --> 00:11:02,580
是因为你没得选专业没那么重要

368
00:11:02,580 --> 00:11:05,019
哎是因为你根本不了解自己擅长什么

369
00:11:05,019 --> 00:11:06,039
最重要的是什么

370
00:11:06,039 --> 00:11:07,980
就是你一旦进来了

371
00:11:07,980 --> 00:11:09,600
你发现是不是自己合适

372
00:11:09,600 --> 00:11:12,879
这个合适才是哎我们自己要去摸索出来的

373
00:11:12,879 --> 00:11:13,649
像我似的

374
00:11:13,649 --> 00:11:15,090
我为了找到自己合适的

375
00:11:15,090 --> 00:11:16,429
我做了很多很多的

376
00:11:16,429 --> 00:11:17,769
就你要做很多的选择

377
00:11:17,769 --> 00:11:19,750
你最后筛出来这就合适的

378
00:11:19,750 --> 00:11:20,639
就像我一样

379
00:11:20,639 --> 00:11:23,360
所以你看我现在选择了自己合适的环境

380
00:11:23,360 --> 00:11:23,799
就拿去

381
00:11:23,799 --> 00:11:25,259
就比如说来美国第一站买房

382
00:11:25,259 --> 00:11:26,419
为什么我不住戴尔湾

383
00:11:26,419 --> 00:11:28,750
各位很多人当时第一站都想2万5

384
00:11:28,750 --> 00:11:29,730
为什么选就泡他呀

385
00:11:29,730 --> 00:11:33,049
各位就从就从他上天去移民这个事上

386
00:11:33,049 --> 00:11:34,809
我我认识的所有会员也好

387
00:11:34,809 --> 00:11:35,210
朋友也好

388
00:11:35,210 --> 00:11:35,889
粉丝也好

389
00:11:35,889 --> 00:11:36,970
都拿美国买房

390
00:11:36,970 --> 00:11:39,450
我是唯一的一个买了房子之后

391
00:11:39,450 --> 00:11:40,590
两年涨了50%的

392
00:11:40,590 --> 00:11:43,450
唯一的一个从23年买到现在涨了50%

393
00:11:43,450 --> 00:11:44,169
其他的都跌了

394
00:11:44,169 --> 00:11:45,409
耳湾都跌了啊

395
00:11:45,409 --> 00:11:46,389
为什么我就知道呢

396
00:11:46,389 --> 00:11:47,370
我没有找任何人

397
00:11:47,370 --> 00:11:50,110
我就是自己用了一个星期的时间

398
00:11:50,110 --> 00:11:53,830
new号拉古纳尔湾所有周边的小区我转了一遍

399
00:11:53,830 --> 00:11:54,889
我就干一件事

400
00:11:54,889 --> 00:11:55,850
晚上去小区

401
00:11:55,850 --> 00:11:56,509
别人都白天

402
00:11:56,509 --> 00:11:59,509
我晚上晚上看小区的安静程度

403
00:11:59,509 --> 00:12:02,450
晚上才能看出来哪个小区是好东西

404
00:12:02,450 --> 00:12:05,639
但凡热闹的烧烤的派对的都不是好小区

405
00:12:05,639 --> 00:12:08,360
所以各位人和人的区别就很大

406
00:12:08,360 --> 00:12:09,480
我没有找到专业的

407
00:12:09,480 --> 00:12:10,399
我没有人脉啊

408
00:12:10,399 --> 00:12:11,700
我都是靠自己思考

409
00:12:11,700 --> 00:12:12,639
靠自己策划

410
00:12:12,639 --> 00:12:13,899
包括投资也是一样的

411
00:12:13,899 --> 00:12:15,259
所以你懂得投资啊

412
00:12:15,259 --> 00:12:16,480
房价投资啊

413
00:12:16,480 --> 00:12:17,679
你那些事都很简单

414
00:12:17,679 --> 00:12:20,279
各位所以这个呢是我的一个真实体会啊

415
00:12:20,279 --> 00:12:21,000
无论是人脉

416
00:12:21,000 --> 00:12:22,279
就业还是教育

417
00:12:22,279 --> 00:12:23,480
都是价值投资

418
00:12:23,480 --> 00:12:27,039
兄弟们学会价值投资解决了一切障碍

评论采集失败

采集完成，该视频无弹幕