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疯投圈

黄海、Rio

一起探索好玩的商业世界

PublishesTwice monthlyEpisodes137Founded10 years ago
Language
ZH-CN
Number of ListenersCategory
Business

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Latest Episodes

五一假期将至,我们来聊聊与文旅相关的体验消费。在AI几乎横扫一切的当下,也许只有那些需要亲自到场的物理接触和情感连接还值得眷恋。

* 《寻味顺德》这样的「内容杠杆」如何为广东顺德带来源源不断的旅游流量、让只有几家的门店的「猪肉婆」能年入千万利润?

* 只有五千多万人口的韩国,却能在全球持续输出潮流审美与消费品牌(Gentel Monster, Anua, Meidcube),背后的文化感召力从何而来?

* 店铺年租金超千万人民币,首尔圣水洞因何成为众多品牌争抢的潮流圣地?

... more

YouTube

外卖大战开打以来,美团在「到家」业务上承受了来自淘宝闪购的巨大压力。与此同时,在较少受到媒体关注的「到店」业务上,美团还在面临抖音的不断蚕食。

在过去一年资本市场整体向好的情况下,美团的业绩和股价都体现了硬扛两大巨头夹击的惨烈后果。更为要命的是,外卖到家、团购到店的竞争主动权完全取决于对手的战略,导致美团非常被动。

面对这样的不利局面,美团重金押注尚且还能掌握主动权的零售业务,收购叮咚买菜。零售能否在重压下支撑起美团的第二曲线?与叮咚买菜业务高度类似的朴朴超市,是否会成为新的收购目标? ... more

YouTube

今年「奶茶争霸」的关键词是「做自己」。无论品牌还是个人,坚持做自己擅长的事并且获得成功,都是极其幸运的事。

古茗就是这样的幸运儿——在血流成河的中端价格带鏖战胜出、上市迄今股价涨幅超过雪王。已经成为南方城市基础设施的古茗勤勤恳恳地做奶茶、做咖啡、做烘焙、做冰杯。未来天花板会在哪?

这条路上有坚持者,亦有迷失者。下沉无果的喜茶终于重新找回自我,将品牌定位改回最擅长的高端市场,曾经的忠粉还会继续买单吗?坚持做自己以至于有点作茧自缚的霸王茶姬为何在新品上市陷入了长达半年的空窗期?「以东方茶、会... more

YouTube

我们和公众号「嬉笑创客」主理人陈老师一起探讨G2格局下的全球投资,涵盖中国电商出海、中美竞争下的国际格局、中国A股市场特点以及个人投资建议等话题,给大家提供多维度的视角和参考。

本期嘉宾:陈老师,宏观经济研究者、一级市场投资人,毕业于芝加哥大学经济系。公众号「嬉笑创客」、知识星球「嬉笑创客自留地」。陈老师在美国调研快递的文章《我在北美送快递 - 一个VC的尽调手记:跨境电商如何改变美国基建》

时间轴

00:00 全球市场洞察与投资策略探讨

02:29 全球化出海与美国快递员生活体验... more

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Reviews

4.1 out of 5 stars from 1.9k ratings
  • Peet’s 咖啡的这种想法让我想到了…

    其实主持人所说的这种,Peet’s 将消费者定位范围缩小到那一小部分(精致的有足够消费能力的都市丽人们),让我想到近两年涌现的很多那种美甲店,就是基本都是会员充值式,然后会提供特别特别好的服务,在做美甲的同时也可以得到店家免费赠送的奶茶咖啡甜品,美甲师做美甲的水平自然是相当不错的,更重要的是情绪价值拉满,店长也会将她们的日常工作拍成vlog 发表在社交媒体上以扩大知名度,目前我知道的比较有名的两家,一家是在杭州的一家是开在成都的。不只是美甲店吧,还有很多理发店,妆造工作室等等似乎也在走这种模式。

    Apple Podcasts
    5
    Deidei爱吃菠萝蜜
    China5 months ago
  • 黄海表达欲太强了

    黄海表达欲太强了,如果只是他和Rio的对谈那倒没什么,但是当和嘉宾对谈的时候,他说的话比嘉宾说的还要多老在打断嘉宾的发言,老听众都对黄海的观点比较熟悉,都希望倾听嘉宾的观点。从这一点来说,本节目没有以用户为导向。

    Apple Podcasts
    1
    jinzaiyuanfang
    China5 months ago
  • 关于会员的建议

    我觉得从用户的角度的话,如果什么都没有讲清楚,就要用户交398成为会员,这是非常不合理的,用户的体验会很差,因为我不知道我付费究竟能够得到什么,所以希望小助理能够先讲明白这398意味着我能买到什么样的服务,谢谢

    Apple Podcasts
    4
    我是彭大拉
    China7 months ago
  • 听观点还是要有自己的判断

    听你聊完茶颜的内容后,对你的内容有点去媚了,你聊别的我不一定听得懂,聊我们本地的东西我还是稍微了解点的,可能是我看不懂资本,他们具体怎么样你还是要多从他们内部员工去了解了解,有点夸大了

    Apple Podcasts
    1
    米昵酱
    China7 months ago
  • 不要把什么都弄成是中美对抗,你死我活。

    不要把什么都弄成是中美对抗,你死我活。 非常讨厌这种未经分析的叙事

    Apple Podcasts
    1
    晨光里的少年
    United States7 months ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#200
Canada/Business
Apple Podcasts
#170
Italy/Business
Apple Podcasts
#236
Australia/Business
Apple Podcasts
#79
China/Top Podcasts
Apple Podcasts
#148
Hong Kong/Top Podcasts
Apple Podcasts
#8
China/Business

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Which podcasts are similar to 疯投圈?

These podcasts share a similar audience with 疯投圈:

1. 商业就是这样
2. 半拿铁 | 商业沉浮录
3. What's Next|科技早知道
4. 起朱楼宴宾客
5. 声东击西

How many episodes of 疯投圈 are there?

疯投圈 launched 10 years ago and published 137 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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