Himon的个人主页 - 老虎社区

Himon

Himon

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2021-08-24

看好京东的模式。

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2021-10-21

看好京东和美团。

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2021-09-11

这个赛道看好美团和京东最终胜出。

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2021-09-07

写的真好

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2021-09-01

长期看好京东

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2021-08-12

这篇文章不错，转发给大家看看

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2021-08-05

写的不错

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2021-07-29

收藏，值得再看一遍！

@思辨财经:为什么我仍对电商业抱以信心？

2021-07-04

通透

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2021-06-26

天才

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2021-06-26

挤破头的地方，也是黄金最多的地方

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2021-06-11

非常好的文章

@胖虎哒哒:【转】中国互联网的四个暗逻辑

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/WB\">$微博(WB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。 从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网...... 在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。 然而今天我要和大家聊的其实是四条例外的暗逻辑。 我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外； 以下就是我总结的中国互联网的四条例外的暗逻辑—— 一、有护城河的公司不一定是好公司 企业的护城河理论最早源于巴菲特的论述，即一个企业有没有其他企业难以逾越的优势。 后来帕特·多尔西在《巴菲特的护城河》一书中将护城河总结成四类：1. 企业的无形资产，比如品牌、专利等；2. 高转换成本；3. 成本优势；4. 网络效应。 通常我们认为拥有以上四类中的一类或多类优势的企业即拥有护城河，护城河当然非常重要，然而一家企业如果拥有护城河它就一定是一家值得投资的好公司吗？ 答案是不一定。 微博就是一个非常典型的例子。 今天，大部分人其实都会承","listText":"这篇文章写的太好了，和大家分享一下，对于微博为什么明明有护城河但股价不行这个问题，我也想过几次，我的想法不够清晰，但我模糊的认为，图文博客、短视频随着技术的变化终究会成为历史，我还是比较期待赛博朋克的互联网未来。<a target=\"_blank\" href=\"https://laohu8.com/S/WB\">$微博(WB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。 从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网...... 在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。 然而今天我要和大家聊的其实是四条例外的暗逻辑。 我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外； 以下就是我总结的中国互联网的四条例外的暗逻辑—— 一、有护城河的公司不一定是好公司 企业的护城河理论最早源于巴菲特的论述，即一个企业有没有其他企业难以逾越的优势。 后来帕特·多尔西在《巴菲特的护城河》一书中将护城河总结成四类：1. 企业的无形资产，比如品牌、专利等；2. 高转换成本；3. 成本优势；4. 网络效应。 通常我们认为拥有以上四类中的一类或多类优势的企业即拥有护城河，护城河当然非常重要，然而一家企业如果拥有护城河它就一定是一家值得投资的好公司吗？ 答案是不一定。 微博就是一个非常典型的例子。 今天，大部分人其实都会承","text":"这篇文章写的太好了，和大家分享一下，对于微博为什么明明有护城河但股价不行这个问题，我也想过几次，我的想法不够清晰，但我模糊的认为，图文博客、短视频随着技术的变化终究会成为历史，我还是比较期待赛博朋克的互联网未来。$微博(WB)$ $腾讯控股(00700)$ $百度(BIDU)$ 在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。 从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网...... 在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。 然而今天我要和大家聊的其实是四条例外的暗逻辑。 我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外； 以下就是我总结的中国互联网的四条例外的暗逻辑—— 一、有护城河的公司不一定是好公司 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target=\"_blank\" href=\"https://laohu8.com/S/WB\">$微博(WB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。 从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网...... 在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。 然而今天我要和大家聊的其实是四条例外的暗逻辑。 我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外； 以下就是我总结的中国互联网的四条例外的暗逻辑—— 一、有护城河的公司不一定是好公司 企业的护城河理论最早源于巴菲特的论述，即一个企业有没有其他企业难以逾越的优势。 后来帕特·多尔西在《巴菲特的护城河》一书中将护城河总结成四类：1. 企业的无形资产，比如品牌、专利等；2. 高转换成本；3. 成本优势；4. 网络效应。 通常我们认为拥有以上四类中的一类或多类优势的企业即拥有护城河，护城河当然非常重要，然而一家企业如果拥有护城河它就一定是一家值得投资的好公司吗？ 答案是不一定。 微博就是一个非常典型的例子。 今天，大部分人其实都会承","listText":"这篇文章写的太好了，和大家分享一下，对于微博为什么明明有护城河但股价不行这个问题，我也想过几次，我的想法不够清晰，但我模糊的认为，图文博客、短视频随着技术的变化终究会成为历史，我还是比较期待赛博朋克的互联网未来。<a target=\"_blank\" href=\"https://laohu8.com/S/WB\">$微博(WB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。 从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网...... 在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。 然而今天我要和大家聊的其实是四条例外的暗逻辑。 我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外； 以下就是我总结的中国互联网的四条例外的暗逻辑—— 一、有护城河的公司不一定是好公司 企业的护城河理论最早源于巴菲特的论述，即一个企业有没有其他企业难以逾越的优势。 后来帕特·多尔西在《巴菲特的护城河》一书中将护城河总结成四类：1. 企业的无形资产，比如品牌、专利等；2. 高转换成本；3. 成本优势；4. 网络效应。 通常我们认为拥有以上四类中的一类或多类优势的企业即拥有护城河，护城河当然非常重要，然而一家企业如果拥有护城河它就一定是一家值得投资的好公司吗？ 答案是不一定。 微博就是一个非常典型的例子。 今天，大部分人其实都会承","text":"这篇文章写的太好了，和大家分享一下，对于微博为什么明明有护城河但股价不行这个问题，我也想过几次，我的想法不够清晰，但我模糊的认为，图文博客、短视频随着技术的变化终究会成为历史，我还是比较期待赛博朋克的互联网未来。$微博(WB)$ $腾讯控股(00700)$ $百度(BIDU)$ 在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。 从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网...... 在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。 然而今天我要和大家聊的其实是四条例外的暗逻辑。 我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外； 以下就是我总结的中国互联网的四条例外的暗逻辑—— 一、有护城河的公司不一定是好公司 企业的护城河理论最早源于巴菲特的论述，即一个企业有没有其他企业难以逾越的优势。 后来帕特·多尔西在《巴菲特的护城河》一书中将护城河总结成四类：1. 企业的无形资产，比如品牌、专利等；2. 高转换成本；3. 成本优势；4. 网络效应。 通常我们认为拥有以上四类中的一类或多类优势的企业即拥有护城河，护城河当然非常重要，然而一家企业如果拥有护城河它就一定是一家值得投资的好公司吗？ 答案是不一定。 微博就是一个非常典型的例子。 今天，大部分人其实都会承","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114920077","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}