EP.5 拼多多市值超过阿里, BTC价格回到4万

【本期背景】最近发生了两个有意思的事件，拼多多市值超过阿里，BTC价格重回4万。大家敬仰的查理芒格老爷子最近去世，刚好对于阿里和比特币的态度也是他生前最后几年很受关注和争议的两个话题。播客形态决定了很难进行深入的投资讨论分析，我们互相闲聊了关于这两个事件的一些信息和观点，不一定准确，更不构成任何投资建议。【时间索引】PDD与BABA00:23从芒格老爷子生前的两个争议性观点说开02:12拼多多早期起步时的一些印象06:19拼多多极致的管理与文化09:42拼多多员工的背景和心态12:33为什么阿里没法有效反击14:36模式上的counter position16:46拼多多的未来，核心平台与TEMU18:13TEMU对美国线下折扣店的冲击20:35TEMU的盈利可能性22:27出海电商对于国内供应链和品牌是好是坏24:04对公司长期发展的一些常见担心26:13...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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