论讲故事的能力
$circle 今晚摸 300这一下石破天惊,对于很多币圈人来说要么是没提前开户没买,要么是实在是挑战认知,因为usdc在币圈的应用要远低于 usdt,加上一直说一年就 2 亿利润,pe也很高了,结果人家今天直接跟tvl 1比 1 甚至超越,什么估值模型能这样估?只能说这些资金在给大家讲的故事已经是直逼美联储级别的了。
再讲个自己家里发生过的故事,我叔叔一直在国内开电影院,16 年的时候在万达如日中天的时候把所有电影院一股脑卖给了万达,当时是按照pe 20来估值的,一个电影院一年 1500 万票房,利润大概是400万 不到,直接按照 8000 万来收购,投入可能就 2000 万不到;现在呢?一家电影院一年的票房不管是多少,根本没人要,哪怕是 0 元转让,因为每年的净利润几乎接近负,接手过去之后还要亏钱,没有任何的资本杠杆,差不多 10 年时间,电影院行业估值模式天翻地覆。
等大家冷静下来资本退出,开始跌了之后,模式没变,故事变了。
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