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查理·芒格:芒格 1994 年南加大演讲·补录 15

查理·芒格《《关于基本世俗智慧的演讲》》· USC Business School, 1994 · 财富 · 行动 · 领导 · 学习

That's what happened to The Saturday Evening Post and all those things. They're gone. What we have now is Motocross —which is read by a bunch of nuts who like to participate in tournaments where they turn somersaults on their motorcycles. But they care about it. For them, it's the principal purpose of life. A magazine called Motocross is a total necessity to those people. And its profit margins would make you salivate.

出处: https://web.archive.org/web/20140625062802/http://ycombinator.com/munger.html
定位:Archived transcript, additional excerpt 15 · 核对日期:2026-10-19 · 核验:短摘录

白话

像《星期六晚邮报》这类大众杂志衰落了,因为读者分散到更垂直的媒体。取而代之的是《越野摩托》这种小众刊物,读者是一群痴迷摩托特技的“疯子”,对他们来说这就是生活的主要目的,杂志是必需品。结果这种刊物的利润率极高。启示是:别只盯着大市场,找到一群极度在乎的人,把产品做成他们的刚需,小生意也能很赚钱。关键是判断这群人是否真的痴迷、是否愿意持续付费。

上下文

芒格1994年在南加州大学商学院演讲,用杂志业变迁说明小众刚需市场的利润潜力。

今日一问

你服务的人群里,有没有一小撮人把这件事当成生活刚需,而你还没为他们做深?

公开存档的演讲记录;只摘录并链接存档原文,不托管全文。

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