Second feisibuke Digest how to invest in nternet Co

Editor’s note: "

" is the second feisibuke snowball CEO side of salmon in the past three years on the dry cargo set. Party C text done "Southern Weekend" front page editor, when NetEase deputy chief editor, working in the media industry for many years; leave the media after the start, with tens of millions of dollars in venture capital to establish a snowball, snowball has now become the best investment community; in addition, he also in investment practice and explore a set of unique ideas and investment methods. Fang Sanwen’s pet phrase is "less than 100% of the transaction is expected to do", and he in 2013 Investment income reached 125%.

what do you think of the investment Internet Co? Welcome your opinions in the comments, we will select three of the most wonderful gift users comment on this side of salmon Autographed "second feisibuke". > > point this comment

 

the side of salmon "second feisibuke: investment in the Internet" the logic of the Digest:

what is the second feisibuke? Value investors have a father named Buffett, Mr. Buffett invested a lot of companies, but he has a "over the top", not investment Internet Co, his reason to explain: first, he does not know what is the Internet Co; second, he did not understand the Internet Co "moat".

I was a disciple of Buffett, but I think in this matter my views and Barrichello are different, I think that the Internet Co is the world’s best investment value standard, we should invest in Internet Co. Why? For three main reasons:

first, Internet Co’s industry is beyond the imagination of many people, is a very high degree of industry concentration;

second, Internet Co is a highly profitable industry, high profit to what extent? Before we have a slogan "rob as to the stock market, we can give this sentence by sentence," drug trafficking as investment Internet Co, other industries have a gross profit of 20% and 30%, you will feel very well. However, if a Internet Co gross profit of less than 50%, probably you are embarrassed to say that they are Internet Co;

third, Internet Co are actually very deep and wide moat;

, for example, Internet Co Facebook, user size 850 million, Chinese people familiar with QQ, user size of 711 million. It can be said that there is a commercial history, the size of the user to reach this magnitude of the company and products are very rare, large scale means that the company is very large space for development. Why do you say that?

first, talk about profit margins. I think the profit margin is determined by three factors: the scale effect, the proportion of users, the conversion efficiency. Talk about the scale effect, Internet Co is destined to have large-scale characteristics. Internet Co in the expansion process, the scale effect is particularly evident, when its users and revenue to multiply, the Internet >

Editor’s note: "

" is the second feisibuke snowball CEO side of salmon in the past three years on the dry cargo set. Party C text done "Southern Weekend" front page editor, when NetEase deputy chief editor, working in the media industry for many years; leave the media after the start, with tens of millions of dollars in venture capital to establish a snowball, snowball has now become the best investment community; in addition, he also in investment practice and explore a set of unique ideas and investment methods. Fang Sanwen’s pet phrase is "less than 100% of the transaction is expected to do", and he in 2013 Investment income reached 125%.

what do you think of the investment Internet Co? Welcome your opinions in the comments, we will select three of the most wonderful gift users comment on this side of salmon Autographed "second feisibuke". > > point this comment

 

the side of salmon "second feisibuke: investment in the Internet" the logic of the Digest:

what is the second feisibuke? Value investors have a father named Buffett, Mr. Buffett invested a lot of companies, but he has a "over the top", not investment Internet Co, his reason to explain: first, he does not know what is the Internet Co; second, he did not understand the Internet Co "moat".

I was a disciple of Buffett, but I think in this matter my views and Barrichello are different, I think that the Internet Co is the world’s best investment value standard, we should invest in Internet Co. Why? For three main reasons:

first, Internet Co’s industry is beyond the imagination of many people, is a very high degree of industry concentration;

second, Internet Co is a highly profitable industry, high profit to what extent? Before we have a slogan "rob as to the stock market, we can give this sentence by sentence," drug trafficking as investment Internet Co, other industries have a gross profit of 20% and 30%, you will feel very well. However, if a Internet Co gross profit of less than 50%, probably you are embarrassed to say that they are Internet Co;

third, Internet Co are actually very deep and wide moat;

, for example, Internet Co Facebook, user size 850 million, Chinese people familiar with QQ, user size of 711 million. It can be said that there is a commercial history, the size of the user to reach this magnitude of the company and products are very rare, large scale means that the company is very large space for development. Why do you say that?

first, talk about profit margins. I think the profit margin is determined by three factors: the scale effect, the proportion of users, the conversion efficiency. Talk about the scale effect, Internet Co is destined to have large-scale characteristics. Internet Co in the expansion process, the scale effect is particularly evident, when its users and revenue to multiply, the Internet >

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