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为什么同是零售业Costco芒格好像有不同看法//@凱凱凱凱凱:查李芒格Charles MungerI regard Alibaba as one of the worst mistakes I ever made. In thinking about Alibaba, I got charmed with the idea of their position on the Chinese Internet. I didn’t stop to realize they’re still a God damn retailer. It’s going to be a compe...
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2023-04-13 23:56
$阿里巴巴(BABA)$ 听说要放弃take rate打价格战,保持天猫的粘性[想一下]如果早两年有这个觉悟,可能会改变很多东西。今年还把我的88会员取消了,用淘系电商频率更低了。

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2023-04-14 06:56

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