With a "negative energy entrepreneur" Ramble: About the general tragedy of vertical electric quotient, about hammer and millet ...

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At a Starbucks café in Soho, the Tiger sniffed at a gentleman. Two or three years ago, a June set up a vertical electrical goods card, now, he has decided to draw a rest for the project. The reason is simple: do not go on, or, when entrepreneurship is just a maintenance, meaning is not big. But the concrete end of the way, he did not say.

A June calls himself a "negative energy entrepreneur". In his view, in the things business scene, everywhere are slots, including his several years to fight the vertical electric quotient, including the recent lively hammer mobile phone-except millet, he admitted that he is a "rice noodles", the Millet brand and marketing is highly admired.

The following is from the Tiger sniffing and a June ramble. For you to read the holiday, its views or inspiration, or recruit disgusted, welcome message.

Some of the garment's own brand success stems from catching up with three bonuses

In the view of a June, some of the electric Company's own brand has stood the foot (such as crack silk, Yin, Han are all the clothes), mainly to catch up with the great environment at that time, not they are born strong. This part of the brand is 2006, 2007 years or so began to operate. At that time as long as businesses do a good job, performance growth can reach 300%, do not do a good job growth has 100%.

A June said that there were three dividends, the demographic dividend, the net-purchase dividend and the macroeconomic dividend, which contributed to the result.

He and some now do a good business chat together, those bosses said they had no idea, at first is to do a small scale, did not think about how big, and in business management, the factory early also very simple, more is "step on the point". Then 2010 years later, the set up of the vertical electric dealer, it is difficult. A few bonuses are disappearing. Looking back, a June concludes that people can't fight the times.

China's vertical electric dealer's threshold is too low

Why is there an Amazon tree to support the days of the U.S. electric market, there will be a variety of vertical electric operators exist? And all of these electric dealers are the owners of the burning money. Why can the American vertical electric dealer burn money, China's cannot afford to burn?

"Because they sell things that are more expensive than offline markets." "A June said."

China sells all the things that are cheaper than the market, how to support it? Traditional retailers are strong, with five big retailers accounting for 80% of the market, but retailers can run fewer brands. So the United States own brand of electricity to do things is to find differences, do the goods and the mainstream brand is not the same, but relatively expensive, high margin. China is completely different, the global clothing supply chain in China, everyone to do their own brand, direct start than cheap, spell costs. In China, whether it is a vertical electric or retail industry, is born a low threshold of the industry. Design and branding are useless at this time, especially menswear.

The monthly electricity-dealer model in the United States will not be in China for five years, which has much to do with people's income and their perception of the brand. The mainstream consumer groups in China or the Cock silk Group! And I don't think China has another chance to enter the middle class because the economy has collapsed.

Hear this, tiger sniffing June meditation: This gentleman to oneself position accurate enough, negative energy that is full.

"Pig on the Tuyere" 2.0

A June by the vertical electric quotient second wave entrepreneur's tragedy, throws out his "tuyere on the Pig" 2.0 version.

"The wind is a pig can be heaven," he agreed. Indeed, the "wind" is very important to the entrepreneur. But what he doesn't agree on is that a lot of people rush to do one thing, such as once the vertical electricity quotient, the current smart hardware, are a swarm.

"Everybody wants to be a pig in a vent, but many people do not realize that, in general, only the first pig to eat the market 80% of the profit, the second may eat 20%, third profit and loss, since then, all the" pig "for the first three of the money to" repay ".

A June believes that the real smart entrepreneur to find a new momentum, and strive to do the first "pig", eat most of the industry's profits. If you follow others, when the second and third "pig" can be, and then will not be economical.

"We have to do 2010 years after the vertical electric dealer, in fact, for all the customers and all customers before the brand of the electricity business debt." Even every customer himself, the funds are also very nervous, orders fell to the peak period of about 20%, which is actually very destructive state, can only say that the plate is relatively large, has not collapsed, just maintain. What it's doing now is a gimmick, and schoolwork back. ”

A good product starts with the user as "God"

And millet, is the domestic smart machine when the trend of the "first pig." A June doesn't deny that he is a fan of millet.

But he believes that the Millet fans and the newly released Hammer phone fans, Millet's "fan culture" and hammer "fan" culture is very different.

Millet never talked big talk, Millet said every word is reasonable. It is very honest, said ' I am a similar to Uniqlo brand, I do not have any brand premium, so I finished the product ', plainly is it did not deceive people.

But the hammer is different.

Luo is always telling his fans: ' You're right, the world is wrong. I agree that brands should have their own values, I am disgusted with the creation of idols, God. Good products should be the user as God. If you build your faith with a product, it's easy to make your fans and the outside world a little more difficult, and finally, unsustainable. Products and brands of the ' God ', this is the luxury brand to do that, but the history of luxury brands and trading party information is seriously asymmetric, and this era is different. The value of millet is to serve good users, it does not have any feelings, the idea is to lower the product and put people high. ”

There are 10 dollars, 7 to cast Ali 3 Yuan to invest in Beijing east

When it comes to the recent landing on the Nasdaq, a June believes that the current price of Beijing east is slightly higher, but does not hinder its long-term bullish on the BoE stock.

He pointed out that the reason why the Jing-dong, is because Jingdong has run into a relatively competitive era, Jingdong's biggest competitor is the Sky Cat. The higher the competition threshold, the more comfortable the enterprise is. Invest in a stock do not look at what businesses do, but more to see market position. If the market is extremely high and there are few competitors, the stock is worth investing in.

But a June is still the most optimistic about the listing of Ali. He said: If he has 10 yuan, seven dollars will be used to buy Ali's shares, the remaining three yuan to buy the shares of Jingdong.

"When the current is undervalued, but not suitable for long-term holding," he said, "When the future will still be marginalized, when the share will be the east and the Sky cat partition." ”

For the only product will, a June think its operating mode is very characteristic. For example, 30 percent of Adi and Nike can be bought anywhere in the United States, but it is difficult to buy in China, and only goods will provide the opportunity for consumers, so only the goods will be very valuable, but now the stock price is on the high side.