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Duke看商业

杜克出海

Duke on Business 是一档关注商业底层逻辑的长期主义播客。不追热点,不讲故事,只讨论商业如何真实运转——现金流、成本结构、激励机制与周期变化。从宏观到公司,用理性分析替代情绪判断。商业不是叙事,而是算账。

PublishesTwice weeklyEpisodes7Founded5 months ago
Language
ZH-CN
Categories
BusinessEntrepreneurshipNewsBusiness News

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Latest Episodes

探讨世界在秩序与丛林间循环的奥秘,核心在于增量与存量的博弈。从全球化红利期的规则遵守,到存量时代的贸易壁垒、内卷等现象,结合跨境电商实战经历,解析丛林法则的残酷,并给出在周期中生存的三大启迪。

曾经的互联网巨头腾讯,如今被称为“平静的巨头”。其社交基本盘微信虽月活13亿+,守住了“连接”,但用户注意力被抖音等夺走;游戏业务稳却依赖发行,自研爆款少;AI则低调赋能广告等业务。腾讯从“帝国”变为守成者,护城河仍深但面临挑战。

还在为看不懂财报发愁?本期教你用老板思维3步拆解财报:先看审计意见排雷,再用现金流量表验真,最后用ROE和杜邦分析看透盈利本质,避开大存大贷、非经常性损益等陷阱。

本期《Duke 看商业》聚焦商业分析常见误区。包括重工具轻业务、混淆描述与洞察、误把相关当因果、自嗨式数据呈现。教你避开陷阱,让数据真正驱动决策

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1. 商业就是这样
2. 电商新知

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Duke看商业 launched 5 months ago and published 7 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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