聚焦美股二级市场、喜欢做公司研究～ 人在纽约(｡ì _ í｡) Youtube: https://www.youtube.com/c/MoneyManta Spotify: https://open.spotify.com/show/0tQ6JLVI6cGu2q78ZmSw2H?si=m_OOXlCBSdaMea_Kp5tUrA Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xOTQ4NjA2LnJzcw Apple Podcast: https://podcasts.apple.com/us/podcast/money-manta/id1612300688 Email：moneymanta2020@gmail.com
Money Manta
Claim This Podcastby Money Manta
4.7(3 reviews)
12 episodes
Updated Daily
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Podcast Overview
聚焦美股二级市场、喜欢做公司研究～ 人在纽约(｡ì _ í｡) Youtube: https://www.youtube.com/c/MoneyManta Spotify: https://open.spotify.com/show/0tQ6JLVI6cGu2q78ZmSw2H?si=m_OOXlCBSdaMea_Kp5tUrA Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xOTQ4NjA2LnJzcw Apple Podcast: https://podcasts.apple.com/us/podcast/money-manta/id1612300688 Email：moneymanta2020@gmail.com
Language
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Publishing Since
3/1/2022
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Recent Episodes
September 7, 2022
E12: 拒绝迷茫，一二级我们未来最看好的行业们！「半日谈」 w/久久
2022年一转眼就过去了一大半，不断的居家和应接不暇的政治新闻。很多小伙伴开始担心，未来还会怎么样？我总是会说：“放心，社会总是在不断进步。”不过我们永远做不成没见过的事情，也做不成想不到的事情。 这也催生了半日谈的第三期：Eva和Manta都在一二级看好哪些行业？ 在这期节目中Eva和Manta会和大家分享我们在一级和二级看好的大趋势，包括了产业互联网，SaaS软件即服务，机器人替代，合成生物，还有新能源。 本期节目主要以宏观的逻辑去拆解，如果希望我们聊聊更加具体的公司和细节，欢迎留言。 祝愿大家都能有一个远见，预见我们的未见。 01:14 久久看好的一级板块 01:46 Manta看好的二级板块 02:14 消费互联网的瓶颈后，怎么发展？ 03:58 产业互联网的定义是什么？ 10:59 SaaS的大趋势,最棒的是它的商业模式 14:00 SaaS在哪个阶段了? 19:12 合成生物难道还只是个概念吗？ 28:59 新老能源交替的节骨眼 31:23 高盛大宗商品研究主管怎么说新能源？ 42:41 新能源是一个大的趋势，还有很多子...
August 20, 2022
EP11: 洞洞鞋又可以了？Crocs的丑学时尚还能火多久？w/AboutDamnTime 阿姆
这双曾经被评为50项最糟糕的发明之一的Crocs！ 通过不同的联名，加上各大IP加持的配饰，成功打入了Z世代和少数群体中。 2020年以来股价也曾经10倍过，后来又跌回了解放前。 Manta和@AboutDamnTime 阿姆 从投资者的角度来看看洞洞鞋崛起背后的原因和逻辑。 02:10 洞洞鞋Crocs的创立史 03:21 20年前洞洞鞋是怎么火起来的 04:30 08年Crocs股价为何跌了90%？ 05:39 疫情吹起的舒适居家风 06:10 当洞洞鞋开始联名 08:39 Salehe x Crocs 10:45 为什么消费品都喜欢搞联名？ 11:27 品牌个性化的利器- Jibbitz DIY 14:06 Crocs有什么特殊材料吗？ 16:46 洞洞鞋的小众能走向大众吗？ 22:41 潮流是个轮回 🐮 富途moomoo 入金2000拿10支免费股票： 【美国SSN/港股开户链接】：https://act.moomoo.com/landing-page/moneymanta 【国内开户链接】：https://passpo...
August 6, 2022
【七夕特辑🎋】算法vs姻缘，交友App能否找到真爱？w/AboutDamnTime 阿姆
在美国每4对订婚配偶中有1对就是互联网撮合的，其中Tinder撮合了27%，Bumble撮合了23%。面对曾不出穷的交友软件，有的小伙伴可能还是有点迟疑，今天我双找到了MoneyManta 小姐姐，聊聊交友App背后运行的商业逻辑和算法机制，中国和欧美对约会文化的不同看法，以及我们分别使用交友App的体验。 2:23 交友APP居然都是上市公司？ 5:24 必须女生先发起对话才能配对 9:32 中美Dating（约会）文化的区别 14:09 主播们分别用下来的感受？ 17:06 交友App怎么用算法留住你？ 22:11 App是新时代的相亲？ 24:59 “可攻可守”的使用小贴士！ 📒 33:24 Manta 遇见过形形色色的男生们1 35:57 形形色色的男生们2 36:59 去尝试一下新的体验吧，冲啊大家❕ 🐮 富途moomoo 入金2000拿10支免费股票： 【美国SSN/港股开户链接】：https://act.moomoo.com/landing-page/moneymanta 【国内...
12 total episodes available
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