Reading Notes and Reflections on The Underlying Logic (《底层逻辑》)
Chapter 1 Introduction: Understand the Underlying Logic to Cope with a Constantly Changing WorldThis world changes too fast—technology iterates, indu...
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2026
读《底层逻辑》笔记和读后感
第一章 引言：读懂底层逻辑，应对世界万变这个世界变化太快，技术迭代、行业洗牌、观念更替，我们总在追逐风口、学习技巧，却常常在纷繁复杂中迷失方向——为什么努力了却没有回报？为什么沟通时总陷入无谓的争执？为什么看似正确的选择，最终却走向困境？ 商业顾问刘润在《底层逻辑》中给出了答案：“真正能让你从容应...
Notes on How to Understand an Industry, Chapters 6 to 12
Chapter 5 Profitability: How Much of the Pie the Industry’s Leading Companies Can GetCore Point: The Profit-Distribution Logic of a Mature-Stage Indus...
如何了解一个行业第六章到第十二章笔记
第5章 盈利性：行业的头部公司能分到多少钱核心核心：成熟期行业的利润分配逻辑当行业进入成熟期且未找到第二增长曲线，有两种结果：一是被替代进入衰退期，失去投资价值；二是凭借宽护城河进入“稳定市场周期化”，成为周期性行业（蛋糕无法做大，仅随宏观环境波动）。此时投资核心是“精挑细选”，聚焦最赚钱的产业链环...
Notes on Chapter 5 of *How to Understand an Industry* (《如何了解一个行业》)
1. Core Premise: The Profitability of a Mature Industry Is Fundamentally About “Dividing the Cake”When an industry enters maturity without finding a s...
2026
Reading Notes and Reflections on The Underlying Logic (《底层逻辑》)
Chapter 1 Introduction: Understand the Underlying Logic to Cope with a Constantly Changing WorldThis world changes too fast—technology iterates, indu...
Reading Notes and Reflections on The Underlying Logic (《底层逻辑》)
Chapter 1 Introduction: Understand the Underlying Logic to Cope with a Constantly Changing WorldThis world changes too fast—technology iterates, indu...
Notes on How to Understand an Industry, Chapters 6 to 12
Chapter 5 Profitability: How Much of the Pie the Industry’s Leading Companies Can GetCore Point: The Profit-Distribution Logic of a Mature-Stage Indus...
Notes on How to Understand an Industry, Chapters 6 to 12
Chapter 5 Profitability: How Much of the Pie the Industry’s Leading Companies Can GetCore Point: The Profit-Distribution Logic of a Mature-Stage Indus...
Notes on Chapter 5 of *How to Understand an Industry* (《如何了解一个行业》)
1. Core Premise: The Profitability of a Mature Industry Is Fundamentally About “Dividing the Cake”When an industry enters maturity without finding a s...