Rebirth of the American Tyrant

"Warren, it's different from what we think. If you look at the World Mall as a whole, their profit system is not a problem." Buffett was a daze, he didn't doubt Charlie Munger's rhetoric, but, take a look With the cherry-flavored Coke in his hand, the old guy became confused. This was bought by the World Mall, except for the updated production date, there seems to be no difference.

But why is this?

It is not surprising that you are cheaper than a 24-hour shop like 7-11, but how can you be cheaper than Wal-Mart.

Four and a half pieces is very cheap, you know, the store is only one dollar. You are here for 3.99 yuan a piece, which can be delivered to your door. Gosh, Warren Buffett's head is a little messy.

Although there are some minimum order requirements, if not met, additional freight may be required. But, if you can figure it out clearly, it is actually very cost-effective.

Moving the supermarket to the Internet, the initial service target is only for groups with limited mobility. This Dongdong, dressed in charity clothes, did not attract much attention at first, but when the World Mall gradually relaxed its restrictions, problems appeared.

Initially it was only a partial exemption. Later, membership certification was developed. Registered members not only enjoy 1 Costco and Wal-Mart. It should be said that most institutions hold shares in Wal-Mart. Even White's investment seems to be held in heavy positions.

"Not only Coca-Cola, our analysts found that this guy's average gross profit margin is not low, but some of the more famous brands, such as Coca-Cola and Nestlé, have chosen relatively low prices.

This is actually not the first of its kind. Most warehouse-style stores have chosen a similar approach. In this way, the first impression given to consumers is that the price of this store is so cheap.

Of course, if you just buy Coke, he will inevitably hit the street. "

Buffett quickly figured out, whether in physical stores or online stores, he usually buys a bunch of things. But ah, for Mao, no one would follow suit. It doesn't seem to be difficult.

As if seeing Buffett’s doubts, Charlie Munger smiled bitterly: "Logistics, the key issue is logistics. Only their family has such capabilities.

He seized a good opportunity. Investment banks are very cautious now, and no one dares to invest. I heard that Wal-Mart’s proposal failed internally. "

Hearing this, Buffett hit his head. He has always disapproved of this world mall. I always thought that this was the product of William White's helplessness.

The US monopoly is actually very hidden. Almost all major brands are under the control of layers of consortia. The chaebol headed by Morgan Stanley again controlled railway transportation.

As for Wal-Mart, I said before. On the surface, it belongs to the Wal-Mart family. But, like Motorola, how many belong to the Galvin family?

Production, transportation, and final sales are all in the hands of the consortium. The reason why the American emperor can tolerate the small Japan brand is because after a series of measures, a large part of the shares are actually in the hands of the chaebol.

It seems that the trade deficit is very large. If you remove the overseas companies in the U.S., and then remove the part of their holdings, the deficit still exists, but it is not as outrageous as the publicly released figures.

Think about it, there really is such a big deficit, how can Eagle Sauce stand it?

It's impossible. The so-called trade deficit is because the money has not come back. The U.S. is taxed globally. It doesn't matter how much money you make or where you make it. In the end, all the money is taxed.

Once the U.S. lacks funds, it is actually very simple, just allow multinational companies to return funds. As long as this part of the income is not taxed, the world's currency will be scarce. On the contrary, as long as the money is not returned, global inflation is inevitable.

"No, Philson, there is no need to worry about competitors.

We can let Amazon use it. This is because the two parties have already cooperated. If it is terminated at this time, some people will question it.

So, if there are any new game companies at this time, how can I meet their expectations?

Hey, if two years earlier, or someone else built a logistics system, as for now, who do you think would be so stupid? "

Philson nodded and agreed. When he is in his position, he will not care too much about this tragicomedy staged in Silicon Valley.

After all, this is just a capital-led killing. The consortium uses the advantages it possesses to deliberately create a panic.

What are you afraid of starting late? Since this industry is promising for a long time, it must be cleaned up now. Those speculative and floating chips will be ruthlessly suppressed.

When Wall Street takes the lead, when will Silicon Valley return to normal. Philson originally had only a vague consciousness, but when William White began to buy back shares and write off, there was no institution to short the White line. For this point, the so-called Nasdaq bubble was actually Very debatable.

So, what is the most important thing now?

Capital, it takes capital to suppress stock prices, and capital to absorb chips. What kind of logistics network are you asking them to invest in? It's a joke. If you really have so much money, you might as well go to the Internet companies.

"Boss, these **** **** have rashly interrupted the normal development of the company. How much loss will this cause?"

William White shook his head and smiled bitterly. Now he is not talking about whether he should or shouldn't, but he should say, when will these **** **** achieve their goals.

"Philson, they can arrange a lot of neuroses for the president for the benefit. For the benefit, Moustache can also become a partner. There are no eternal friends, only benefits are eternal.

Don't worry, even if it might hurt the US economy, they will do it at all.

By the way, in strict accordance with our prior planning, once the stock price hits the target, it can be slowly absorbed. "William White said after a moment of hesitation: "You don't have to deliberately guard the pressure level. Even if the stock price breaks down, you don't have to act.

Hope to get back the stock we lost, this time try to use the charity fund account. "

Philson nodded and turned and left. If it was not a matter of concern, he didn't want to ruin the boss' vacation.

But ah, those words just now are only reliable if they are spoken face to face. Of course, it is necessary to smear William White. You are not at ease. Greed is the original sin.