EPISODE · Mar 10, 2026 · 1H
E12 护城河：可持续的竞争优势
from 慢慢变富 slow is fast
如果你在打工，有没有想过，为什么你们公司会特别卷？如果你在创业，有没有问过，为什么就你赚钱这么难？前面讲了不少投资的“道”，今天讲讲投资的“术” —— 要看懂一个生意最重要的判断：这个公司是否具备护城河？《7 Powers》（中文版：《战略 7 力》）这本书里提到了七种竞争优势。以此为框架，我分别展开了我对每种竞争优势的理解以及是否能构成公司护城河的分析。希望听完之后能帮助你更好地回答上面三个问题。图片来源：Diving Deep Into Helmer’s 7 Powers Using Company Examples---时间轴00:21 每个人都要学会看懂生意02:27 护城河的定义06:46 竞争优势1：规模效应23:21 竞争优势2：网络效应30:24 竞争优势3：反向定位，延伸至差异化38:10 竞争优势4：高转换成本43:24 竞争优势5：品牌49...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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E12 护城河：可持续的竞争优势
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