Saltar al contenido principal

· 13 min de lectura

Highlight:

Since taking over as CEO of Starbucks in 2018, Brian Niccol has led the company's stock price to rise by 800% in six years, which can be called a miracle in the US stock market. On the day he agreed to become CEO of Starbucks, the latter's stock price soared nearly 25% (market value growth exceeded $20 billion).

· 11 min de lectura

01

Highlight:
The high performance expectations of the financial report and the lack of "willingness to protect the market" by the management team have suppressed the short-term confidence of the Pinduoduo bulls. However, Duan Yongping chose an advanced strategy of bottom fishing, "starting to put selling points".

· 16 min de lectura

01

Highlight:
NVIDIA benefits from the overall ecological Network Effect: CUDA, installation foundation, system-level integration, optimization, etc. Each advantage complements and strengthens each other, forming a strong technical barrier.

· 11 min de lectura

01

Highlight:
Hims is a telemedicine company that focuses on online sales of prescription drugs. It relies on the wisest customer acquisition strategy - prioritizing the medical services that users want the most (male ED, female contraception) and strong execution, and has now surpassed and become the number one in the segmented market, enjoying the advantages of scale economy and network effect.

· 16 min de lectura

01

Highlight:
As a pillar company in the semiconductor industry, TSMC is closely related to the chip and supply chain development relied upon by the entire AI bull market and tech giants. It holds 60% of the global foundry market share and about 90% of the market share at the forefront, effectively occupying a monopoly position.

· 14 min de lectura

01

Highlight:
Lululemon's early enthusiasm originated from a community-driven marketing strategy and a brick and mortar store configuration with a clear sense of purpose. The ambassador and Lulu have a mutually beneficial symbiotic relationship. All of Lulu's brick and mortar stores revolve around establishing, cultivating, and enhancing exclusive experiences. These offline brick and mortar stores and exclusive experiences later became the foundation for Lulu's transition to online channels.

Contáctenos