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段永平 - 创始人肖像计划 ep.4


Note

  • 段永平是个『老三届』,文革结束恢复高考以后1977年考入浙大无线电系

  • 段厂长打造的第一个明星业务就是『小霸王学习机』,孩子们嘴里的『小霸王游戏机』。破解高仿了任天堂FC的设计,又通过包装『学电脑』、『学英文单词』的概念让孩子们撺掇父母去买,还请了成龙做广告,价格又极为便宜(是任天堂的几十分之一),于是一炮而红。在段厂长手中,这块业务短短三年就做到10亿营收,90年代风靡一时,孩子们都满脸坏笑:『小霸王其乐无穷』。

  • 然而,那时候适逢90年代国退民进,国企管理层私有化改制(Management Buy Out MBO)的年代,段永平对母公司提出做股份制,被明确拒绝。

  • 『我觉得不合适的或者错误的事情一定要立即停止,不管是多大的代价都是最小的代价。』

  • 在斯坦福商学院分享的时候,段永平回忆:『我想的都不是眼前的。我是学无线电的,但我没有干这个,因为这不是我爱干的事。当年研究生毕业时找的工作说你多少年能当处长,两年能分房子,鸡鸭鱼肉有得分。但是我没有兴趣。所以我离开了。后来去的佛山无线电八厂,当年这个只有几百人的公司招了100本科生,50个研究生。大家都不满意,很多人都想走。结果我离开两年后小霸王都做出来了,回去一看,那帮人都还在(只走了一个人)。
    ——很多人说“我没有找到更好的机会”,其实是他们没有停止做不对的事情的勇气。所以stop doing的意思,就是发现错了就要马上停,不然两年后,可能还是待在那个不好的地方。

  • 步步高VCD、DVD业务巅峰的时候,有记者质疑问道:你们为什么不多投入创新,为什么一直在跟随国外电子公司啊?段永平的回复妙到毫巅:『微软的研发投入够大吧?你能给我说出微软公司原创的任何产品,我给你钱。』是啊,图形化操作系统Windows抄的MacOS,Excel抄的Lotus,PowerPoint是收购的,微软从来没有自己创造过哪个市场。
    ——云计算跟随AWS,XBOX跟随PS

  • 美国海军陆战队训练、打仗的时候常说一句话:Slow is smooth and smooth is fast.

  • 段总信奉巴菲特的思路,『我此生只希望变富有一次』。是啊,太多富豪从巅峰到一贫如洗了!像史玉柱和查理芒格一样能逆风翻盘、东山再起的毕竟是少数,多数人就此一蹶不振。何必呢?反过来,只要足够稳健,永不借债、赌头寸、all-in新业务,那么就永远不需要去『东山再起』啊!

  • 段永平说自己从不做VC,因为这会影响他闲云野鹤的生活方式。但是2015年,段永平成为拼多多早期的重要投资人,他看好黄峥就像当年看好网易股票一样,他告诉黄铮,可以容忍拼多多10年不盈利。但是不到三年,黄峥就登陆美股,如今市值超过百度,剑指京东阿里。
    ——想知道大佬们是如何看人的

  • 段永平有个外号是『中国巴菲特』。他有几个震惊天下的大单:曾经不到一美元买网易股票持股到7%,最后70美元逐步卖出,单笔回报百倍,接近十亿美元;还曾经投资美国最大的搬家租车公司U-Haul,也拿到数十倍回报的本垒打;而09年抄底通用电气,也是单笔回报过亿美元。

  • 段永平虽然经营企业已经很厉害了,但是他的净资产90%都是投资得来的,可以说投资水平更高。他的整体投资哲学完全师从巴菲特,有几个思路值得借鉴。除了老生常谈的『买股票就是买公司的一部分』以外,还有『如果一个公司的股票要按计算器才觉得便宜,那就不够便宜』,以及『价值投资者看到股票跌了应该高兴——又可以加仓了』。

  • 《史记》中写:『天下熙熙皆为利来,天下攘攘皆为利往。夫千乘之王,万家知之侯,百室之君,尚犹患贫,而况匹夫』。能超脱这一层羁绊,那真是太难得了。

  • 给母校浙大总计捐款4亿多元,加上其他慈善捐赠不计其数,而自己从来只是穿的土里土气的Polo衫,乐于做一个nobody:段总对财富的追求,大抵就是对财富的追求的过程的快乐吧!
    ——他的外观形象,真的很农民....

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