不做“产品”,但给人提供方便的现代掮客的生意模式是一个不错的生意模式。当然也得同样是在把给人提供方便的这个“产品”做到了持续受消费者真心喜欢的前提下,才算得上是做出了一个好的生意模式。所以不能泛泛地说,某一类行业做成了一个好的生意模式,最多只能是说某一个好的企业在一个好的行业里头做成了一个好的商业模式更为贴切哈,同行不同利,自古致今莫复如是!
我刚打赏了这个帖子 ¥200,也推荐给你。
Regulatory filings submitted by Berkshire Hathaway on Wednesday showed that the company bought 10 million shares of General Motors in the first quarter of 2012, and also acquired 1.6 million Class B shares of Viacom. However, Buffett reduced its stake in Intel from 11.5 million to 7.7 million shares...
段永平:老巴的intel就卖了?买通用汽车有点费解,生意模式可不太好啊,感觉像个雪茄烟蒂。不过通用汽车的财务数据倒是不错。
Duan Yongping: Buffett sold his Intel shares? Buying General Motors is a bit puzzling; their business model isn't that great, feels like a cigar butt. But General Motors' financial data is actually quite good.
网友Q:能不能解释一下通用的数据问什么不太好?
Netizen Q: Can you explain why General Motors' data isn't that good?
网友W:汽车是差异化不大的产品?
Netizen W: Are automobiles products with little differentiation?
段永平:差异化小是个重要方面。还有就是工会也是个麻烦,成本下不来,可能10来年后又要破产一次。如果不打算拿10年的企业为何要拿10天。非常可能这个决策不是巴菲特的决策,那可以看出老巴很宽荣,但也看出老巴之后BRK的能力确实会下降。(2012-05-18)
Duan Yongping: Low differentiation is an important aspect. Also, the union is a trouble, costs cannot be reduced, and it's very likely that they will go bankrupt again in 10 years. If you don't plan to hold a company for 10 years, why hold it for 10 days? It's very possible that this decision isn't Buffett's decision, which shows that Buffett is very gracious, but it also shows that the future capabilities of BRK will indeed decline. (2012-05-18)
6. Walmart and Alibaba
网友:马云挺有意思,他曾说拿着望远镜都看不到竞争对手。他也说过淘宝最大的竞争对手是沃尔玛。我不懂什么商业模式,不过感觉沃尔玛进军电子商务模式会有很大的发展空间。我要是沃尔玛重量级人物,肯定做重要的事大举进军电子商务,两条腿走路。
Netizen: Jack Ma is quite interesting. He once said that competitor couldn't be seen even with a telescope. He also said that Taobao's biggest competitor is Walmart. I don't understand the business model, but I feel Walmart entering the e-commerce model will have great development potential. If I were a heavyweight figure at Walmart, I would definitely make a big move into e-commerce and take a dual-pronged approach.
段永平:沃尔玛很难形成威胁,因为他们实在是太成功了。(2010-05-15)
Duan Yongping: It's very difficult for Walmart to pose a threat because they are just too successful. (2010-05-15)
网友:沃尔玛自己也搞电商,是不是和诺基亚搞智能手机一个意思?
Netizen: Walmart also does e-commerce. Is it similar to Nokia's foray into smartphones?
段永平:沃尔玛做电商像当年康培做直销。电商营业额还不到2%。(2010-05-15)
Duan Yongping: Walmart's e-commerce turnover is less than 2%, like Compal's direct sales back in the day. (2010-05-15)
7. 微软
7. Microsoft
01. 网友:看了wp7的发布会,没啥新特色,不知道微软的工程师们究竟在捣鼓什么。如果找这样的态势下去,微软在移动互联网领域真的危险了。
01. Netizen: After watching the WP7 launch event, there's nothing new, I wonder what Microsoft's engineers are really up to. If they continue in this manner, Microsoft is really in danger in the field of mobile internet.
段总前面对诺基亚的点评很经典,一句话就把诺基亚的迷失指出来了。段总能不能说说微软呢?
Mr. Duan's comments on Nokia earlier were classic, pinpointing Nokia's dilemma in just one sentence. Can Mr. Duan share your thoughts on Microsoft?
段永平:成功是失败之母。微软陷在过去的成功模式中出不来,估计以后也很难出来了。(2010-10-14)
Duan Yongping: Success is the mother of failure. Microsoft is stuck in its past successful model and probably will find it very difficult to break free in the future. (2010-10-14)
网友:为什么说微软陷在过去的成功模式中,出不来呢?能否多说说证据呢,我觉得其实比结论更重要的是判断主要依据和重要细节。
Netizen: Why do you say that Microsoft is stuck in its past successful model and can't break free? Could you provide more evidence? I think the main basis and important details are more important than the conclusion.
段永平:比如微软的手机软件就要收费,还挺贵,不收又不行,因为和别的栓在一起的。可Google得是免费的,大多数手机制造商做smart phone最后可能都会用Google的,我猜。(2010-10-15)
Duan Yongping: For example, Microsoft's mobile software has to be paid for, and it's quite expensive. Not charging is not an option because it's tied to other things. But Google's is free, and most smartphone manufacturers might end up using Google's, I guess. (2010-10-15)
引用:盖茨:微软生产自有品牌平板电脑是正确之举
Quote: Gates: Microsoft Producing Own-Brand Tablet is the Right Move
微软(微博)创始人比尔•盖茨(Bill Gates)称,微软生产自己的平板电脑是正确之举,并指出Windows 8将会“杀死”传统PC(个人计算机)
Microsoft founder Bill Gates stated that Microsoft producing its own tablet is the right move and pointed out that Windows 8 will "kill off" traditional PCs (personal computers).
段永平:😄(2012-07-04)
Duan Yongping: 😄 (2012-07-04)
8. 公用行业
8. Public Utilities Industry
网友:我想请问垄断的生意,如自来水公司等,算不算好的生意模式呢?如果算,好像没发现有伟大的自来水公司?是不是垄断容易产生不思进取、管理混乱等因素?
Netizen: I want to ask about monopolistic businesses, such as water supply companies, whether they are considered a good business model? If so, it seems that there are no great water supply companies to be found. Does monopolization easily lead to complacency and chaotic management?
段永平:自来水公司的“垄断”是在很多限制条件下的垄断,多有关民生,属于公共事业,不被允许赚大钱。(2015-04-11)
Duan Yongping: The "monopoly" of water supply companies is a monopoly under many restrictive conditions, mostly related to people's livelihoods, and it belongs to public utilities, not allowed to make big profits. (2015-04-11)
网友:10月6日我去上海参加了长期资本管理论坛,主持问了一个很有意思的问题:如何寻找企业的护城河?仁者见仁,智者见智:1. 一个央企电力行业的人认为是垄断(这个我不认可) 2. 有人认为是有提价能力的品牌如喜诗糖果 3. 低成本如沃尔玛、B夫人的家具公司(这个我不认同) 4. 顾客的转换成本……不知大道对此有何心得?
Netizen: On October 6th, I attended the Long-Term Capital Management Forum in Shanghai and the host asked a very interesting question: How to find a company's moat? Opinions vary: 1. A person from a state-owned enterprise in the power industry believes it's a monopoly (I don't agree with this) 2. Some believe it's brands with pricing power like Hershey's candies 3. Low-cost operators like Walmart, Mrs. B's furniture company (I don't agree with this) 4. Customer switching costs... I wonder if Mr. Duan has any insights on this?
段永平:垄断不算还有啥能算?不过行政垄断不是好的商业行为而已。(2011-10-08)
Duan Yongping: If monopoly doesn't count then what does? It's just that administrative monopoly is not good business conduct. (2011-10-08)
ps:寻找企业的竞争优势(护城河)可以包括品牌定价能力、低成本运营以及垄断地位等因素。而公共事业领域的垄断通常受到限制条件的约束,不被允许赚取巨额利润。
不做“产品”,但给人提供方便的现代掮客的生意模式是一个不错的生意模式。当然也得同样是在把给人提供方便的这个“产品”做到了持续受消费者真心喜欢的前提下,才算得上是做出了一个好的生意模式。所以不能泛泛地说,某一类行业做成了一个好的生意模式,最多只能是说某一个好的企业在一个好的行业里头做成了一个好的商业模式更为贴切哈,同行不同利,自古致今莫复如是!
我刚打赏了这个帖子 ¥200,也推荐给你。