是不是好生意,可以看用户愿不愿意支付更高的溢价。 从这一点上看,我觉得俞敏洪做得很厉害。从最早的新东方,到东方甄选,再到后面的新东方文旅,他做的生意都有一个共同点——人们愿意支付溢价。 无论是出国留学培训,还是直播带货,再到如今的文旅、酒旅行业,这些都是属于用户愿意支付溢价的商业模式。 在产品上用户更愿意支付更高的溢价 是不是也有对等的在他的股票上 投资者也愿意支付更高的溢价呢 这种溢价就体现在PE比较高上呢
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