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商业就是这样

Yicai business case breakdowns; mechanisms and data checkable

Deep reads here3 / 374 episodes
Cadence~1 every 4.0 days
Latest2026-10-18
TopicsInvesting & Business
PriorityT2
1:53:09
商业就是这样 0923

Good ayis are always on assignment: what a domestic-help consultant really sells isn't information

Domestic help is a supply-led industry: good ayis never reach the open market, and the hard part of a consultant's job isn't closing the deal but handling replacements after the sale; both employers and ayis are just conduits for a paycheck.

10 Points 5 Quotes Domestic helpYuesao & yuer sao
39:01
商业就是这样 0916

Australia Regulates Supplements Like Drugs, but Nobody Checks Whether They Work

Australia puts supplements and pharmaceuticals under the same agency, which looks strict; but efficacy is neither reviewed before market nor tested during production — the impression of "good" was installed by marketing and cross-border policy.

8 Points 7 Quotes SupplementsRegulatory arbitrage
28:08
商业就是这样 0819

Adidas Bottoms Out: Reheating Old Hits Beats Superstar Collabs

After nearly halving from its 2021 peak, Adidas engineered an earnings recovery by thawing out its retro sneakers, repairing its wholesale partners and holding inventory on a tight leash — but the share price rallied and then fell back again, showing that the sportswear cycle is really a game played between inventory and expectations.

8 Points 4 Quotes AdidasSportswear