跳至主要内容

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....

Popular posts from 产品随想的博客

Interview at the All Things Digital D5 Conference, Steve and Bill Gates spoke with journalists Kara Swisher and Walt Mossberg onstage in May 2007.

Kara Swisher: The first question I was interested in asking is what you think each has contributed to the computer and technology industry— starting with you, Steve, for Bill, and vice versa. Steve Jobs: Well, Bill built the first software company in the industry. And I think he built the first software company before anybody really in our industry knew what a software company was, except for these guys. And that was huge. That was really huge. And the business model that they ended up pursuing turned out to be the one that worked really well for the industry. I think the biggest thing was, Bill was really focused on software before almost anybody else had a clue that it was really the software that— KS: Was important? SJ: That’s what I see. I mean, a lot of other things you could say, but that’s the high-order bit. And I think building a company’s really hard, and it requires your greatest persuasive abilities to hire the best ...

Commencement Address at Stanford University--“Stay hungry. Stay foolish.”

I am honored to be with you today for your commencement from one of the finest universities in the world. Truth be told— I never graduated from college. This is the closest I’ve ever gotten to a college graduation. Today I want to tell you three stories from my life. That’s it. No big deal. Just three stories. The first story is about connecting the dots. I dropped out of Reed College after the first six months but then stayed around as a drop-in for another eighteen months or so before I really quit. So why did I drop out? It started before I was born. My biological mother was a young, unwed graduate student, and she decided to put me up for adoption. She felt very strongly that I should be adopted by college graduates, so everything was all set for me to be adopted at birth by a lawyer and his wife. Except that when I popped out they decided at the last minute that they really wanted a girl. So my parents, who were on a waiting...

产品随想 | 周刊 第43期:历史上的今天

Products Huberman Lab   https://hubermanlab.com/ 一款聚焦于健康的播客 今日热榜   https://tophub.today/ 聚合展示,国内各热门榜单,对跟进热点非常有帮助,热点运营的好帮手 SketchyBar   https://github.com/FelixKratz/SketchyBar A highly customizable macOS status bar replacement Mac菜单栏定制 自定义程度很高,看作者展示的案例,暂时没想出这样的好处(不过应用本身的编辑,确实也没啥意义)生命在于折腾吧! Thanks-Mirror   https://github.com/eryajf/Thanks-Mirror 整理记录各个包管理器,系统镜像,以及常用软件的好用镜像,Thanks Mirror。 Musicn   https://github.com/zonemeen/musicn 一个下载高品质音乐的命令行工具,音乐来源: 咪咕 Planet Minecraft A creative Minecraft community fansite sharing maps, minecraft skins, resource packs, servers, mods, and more. 里面有很多动人的故事 可能是世界上最大的Minecraft社区,从2010年至今 The Uncensored Library   https://www.uncensoredlibrary.com/en blockworks   https://www.blockworks.uk/ "Distinctive maps for Minecraft that have educated players and risen to the level of art" 游戏也可以让人有更高的实现,而不仅仅是沉迷其中,国外游戏厂商比我们做的好太多 Minecraft_Memory_Bypass_GUI   https://github.com/xingchuanzhen/Minecraft_Memory_Bypass_GUI 绕过Minecraft...

巴菲特致股东信-1976年

 笔记: 为什么选择轻资产行业:当竞争疯狂时,不会强迫加入降价大战 最终选择了费雪的思想,选择能理解的优秀企业,以合理的价格买入并长期拥有 翻译: 雪球:https://xueqiu.com/6217262310/131440258 备份:https://archive.ph/XLK0S 原文: To the Stockholders of Berkshire Hathaway Inc, After two dismal years, operating results in 1976 improved significantly. Last year we said the degree of progress in insurance underwriting would determine whether our gain in earnings would be "moderate" or "major." As it turned out, earnings exceeded even the high end of our expectations. In large part, this was due to the outstanding efforts of Phil Liesche's managerial group at National Indemnity Company. In dollar terms, operating earnings came to $16,073,000, or $16.47 per share. While this is a record figure, we consider return on shareholders' equity to be a much more significant yardstick of economic performance. Here our result was 17.3%, moderately above our long-term average and even further above the average o...

巴菲特致股东信-1973年

 笔记: 在上一年度预测的今年竞争加剧导致利润下滑,真的发生了 翻译Link: 雪球:https://xueqiu.com/6217262310/131257618 备份:https://archive.ph/KIfdT 原文: To the Stockholders of Berkshire Hathaway Inc.: Our financial results for 1973 were satisfactory, with operating earnings of $11,930,592, producing a return of 17.4% on beginning stockholders' equity. Although operating earnings improved from $11.43 to $12.18 per share, earnings on equity decreased from the 19.8% of 1972. This decline occurred because the gain in earnings was not commensurate with the increase in shareholders' investment. We had forecast in last year's report that such a decline was likely. Unfortunately, our forecast proved to be correct. Our textile, banking, and most insurance operations had good years, but certain segments of the insurance business turned in poor results. Overall, our insurance business continues to be a most attractive area in which to employ capital. Management'...

巴菲特致股东信-1975年

 笔记: 华盛顿邮报已成为伯克希尔第一重仓股 翻译: 雪球:https://xueqiu.com/6217262310/131409324 备份:https://archive.ph/4hgK3 原文: To the Stockholders of Berkshire Hathaway Inc.: Last year, when discussing the prospects for 1975, we stated “the outlook for 1975 is not encouraging.” This forecast proved to be distressingly accurate. Our operating earnings for 1975 were $6,713,592, or $6.85 per share, producing a return on beginning shareholders ’ equity of 7.6%. This is the lowest return on equity experienced since 1967. Furthermore, as explained later in this letter, a large segment of these earnings resulted from Federal income tax refunds which will not be available to assist performance in 1976. On balance, however, current trends indicate a somewhat brighter 1976. Operations and prospects will be discussed in greater detail below, under specific industry titles. Our expectation is that significantly better results in textiles, earnings added from recent acquisitio...

Steve Jobs introduced the iPhone on January 9, 2007.

This is a day I’ve been looking forward to for two and a half years. Link Every once in a while, a revolutionary product comes along that changes everything. And Apple has been— well, first of all, one’s very fortunate if you get to work on just one of these in your career. Apple’s been very fortunate. It’s been able to introduce a few of these into the world. In 1984, we introduced the Macintosh. It didn’t just change Apple, it changed the whole computer industry. In 2001, we introduced the first iPod, and it didn’t just change the way we all listen to music, it changed the entire music industry. Well, today, we’re introducing three revolutionary products of this class. The first one is a widescreen iPod with touch controls. The second is a revolutionary mobile phone. And the third is a breakthrough internet communications device. So, three things: a widescreen iPod with touch controls; a revolutionary mobile phone; and a breakthrough internet communicat...

产品随想 | 周刊 第90期:史家之绝唱,无韵之离骚

Why AI Will Save the World   https://a16z.com/2023/06/06/ai-will-save-the-world/ Marc Andreessen的雄文,十分有說服力,邏輯清晰 辯證了現今AI監管拋出的5個可能的AI問題 讀的過程中,腦海裏浮現的都是編程隨想那篇文章 为什么马克思是错的?——全面批判马列主义的知名著作导读   https://program-think.blogspot.com/2018/09/Book-Review-The-Errors-of-Marxism-Leninism.html 兩者的思維鏈條、敘事方式,非常相似 人民聖殿教   https://zh.wikipedia.org/zh-hk/人民圣殿教?useskin=vector 瓊斯自稱是神的化身,幾千年前轉世為釋迦牟尼,創建了佛教;後來又轉世為耶穌基督,創建了基督教;之後短期化身轉世為巴孛,建立巴哈伊信仰;最後轉世為列寧,將社會主義發揚光大。 邪教徒聲稱自己轉世成了列寧,這說明了什麼? Apple Vision   https://stratechery.com/2023/apple-vision Omnivore   https://github.com/omnivore-app/omnivore Omnivore is a complete, open source read-it-later solution for people who like reading. How the YouTube Algorithm Works in 2023: The Complete Guide   https://blog.hootsuite.com/how-the-youtube-algorithm-works/#A_brief_history_of_the_YouTube_algorithm 外人眼中的YouTube推薦算法變遷 Histography   https://histography.io/ “Histography" is interactive timeline that spans across 14 billion years of history, f...

巴菲特致股东信-1974年

 笔记: 价格战企业的逻辑:需要降价获取销量--->需要降低成本--->怎么降?扩大规模以摊低成本--->提高固定资产投入--->净资产回报率会降低 翻译: 雪球:https://xueqiu.com/6217262310/131257947 备份:https://archive.ph/5CEP6 原文: To the Stockholders of Berkshire Hathaway Inc.: Operating results for 1974 overall were unsatisfactory due to the poor performance of our insurance business. In last year's annual report some decline in profitability was predicted but the extent of this decline, which accelerated during the year, was a surprise. Operating earnings for 1974 were $8,383,576, or $8.56 per share, for a return on beginning shareholders' equity of 10.3%. This is the lowest return on equity realized since 1970. Our textile division and our bank both performed very well, turning in improved results against the already good figures of 1973. However, insurance underwriting, which has been mentioned in the last several annual reports as running at levels of unsustainable profitability, turned dramatically worse...

Interview with Steve Jobs, WGBH, 1990

Interviewer: what is it about this machine? Why is this machine so interesting? Why has it been so influential? Jobs: Ah ahm, I'll give you my point of view on it. I remember reading a magazine article a long time ago ah when I was ah twelve years ago maybe, in I think it was Scientific American . I'm not sure. And the article ahm proposed to measure the efficiency of locomotion for ah lots of species on planet earth to see which species was the most efficient at getting from point A to point B. Ah and they measured the kilocalories that each one expended. So ah they ranked them all and I remember that ahm...ah the Condor, Condor was the most efficient at [CLEARS THROAT] getting from point A to point B. And humankind, the crown of creation came in with a rather unimpressive showing about a third of the way down...