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问题:
- 还有哪几家厂生产空调?
- 为什么电视机不能像空调一样有利润?
- 以前的春兰空调是怎么倒闭的?
- 空调的海外市场有哪些竞争对手?
- 有哪些小家电是有利可图的?
- 大金空调的技术优势?
- 我家的空调是什么牌子?
品类
- 空调。
- 冰箱
- 洗衣机
- 厨电。
- 油烟机。
- 烘烤炉。
- Great Business:60-70%
- Understandable
- Moat: durable competitive strengths
- able and high-grade management
- 厚厚的雪: good returns on the net tangible assets required to operate the business
- 长长的坡: opportunities for internal growth at attractive returns
- at a fair price
- Cigar Butt:20%
- Momentum,news,high Tech: 10%
- Cash Level:
- market depression: <0 or 0 [borrow less than 30%]
- P/E above average X%: X/2%
- No good investments: prepare the washtubs
- Sell points
- Great businesses: sell 50% when the valuation is 50% (30% for 20%); or move around
- Cigar Butt: sell all when its price reaches fair value.
- Momentum: depends on conditions; flexible, adjust frequently
- Prepare the washtubs
- Bonds
- Real estate
- Circle of competence [能力圈]
- 电器[格力,美的,老板,苏泊尔]
- 白酒[]
- 游戏[]
- 保险[?]
- 银行[?]
- 医药[?]