Better and Better Day 61
Today we will learn industry definition. Investors like to use the word “track” to describe an industry. The tack theory is very vivid. Wide track refers to the size of the market, long track refers to the stage of the industry, flat or rugged track refers to the competitive pattern of the industry. We use a core problem to definite an industry, “what kind of products this industry provides and what problems have been solved”. Answering it is to answer where the market is and whether there is pain points in the market. For example, when we analyze an Internet subdivision industry, we will ask such a question: “Is this product solving a pain point in the market ?” In a sense, the answer is the industry definition.
今天我們來學習行業定義。投資人喜歡用“賽道”這個詞來描述一個行業。賽道理論很形象，賽道多寬指的是市場規模，賽道多長指的是行業所處的階段，賽道平坦還是崎嶇指的是行業競爭格局。我們用一個核心問題來定義行業。“這個行業提供的是怎樣的產品，解決了什麽問題”。回答它就是回答了市場在哪裏，市場是否有痛點。比如，我們分析一個互聯網細分行業的時候，會問這麽一個問題“他的產品解決了市場的哪個痛點了嗎？”某種意義上，這個回答就是對這個行業的定義。
Oct.24th ,2018 Bazhou.
