Duan Yongping · 步步高创始人
本分就是做自己该做的事，不做不该做的事。不欺骗用户、不欺骗供应商、不欺骗员工。宁可少赚钱，也不破坏信任 Ben Fen means doing what you should do, not doing what you shouldn't. No deceiving users, suppliers, or employees
方向比努力重要。先判断什么是对的、值得做的，然后再全力以赴。而不是盲目努力南辕北辙 Direction matters more than effort. First determine what's right and worth doing, then go all in. Don't work hard in the wrong direction
不仅要知道自己要做什么，更要知道自己不要做什么。清单化"不该做的事"，定期审视，避免滑坡 Know not just what to do, but what NOT to do. List "things not to do", review regularly, avoid the slippery slope
保持一颗平常心，不追求短期利益，不为外界的浮躁所动。长期来看，平常心反而能带来不平常的回报 Keep an ordinary heart, don't pursue short-term gains, don't be affected by external hype. Long-term, ordinary heart brings extraordinary returns
问：面对一个看起来很赚钱的机会，如何用段永平的"做对的事"原则来判断？ Q: Faced with a seemingly profitable opportunity, how to judge using Duan's "Do Right Things" principle?
答：用段永平框架分析：
1️⃣ 问动机：这件事的本质是什么？是否创造了真正的用户价值？
2️⃣ 问合规：这件事合法吗？道德上站得住脚吗？
3️⃣ 问长期：5年后回头看，这件事还值得做吗？
4️⃣ 问自己：如果所有人都知道我在做这件事，我会感到骄傲还是羞耻？
5️⃣ Stop Doing：列出来这件事可能涉及的"不该做的事"，评估风险
A: Apply Duan's framework:
1️⃣ Ask motive: What's the essence? Does it create real user value?
2️⃣ Ask compliance: Is it legal? Is it morally sound?
3️⃣ Ask long-term: Looking back 5 years later, is it still worth doing?
4️⃣ Ask yourself: If everyone knew I was doing this, would I feel proud or ashamed?
5️⃣ Stop Doing: List potential "shouldn't do" aspects, assess risks
问：段永平投资苹果的核心逻辑是什么？普通人能学到什么？ Q: What's Duan's core logic for investing in Apple? What can ordinary people learn?
答：段永平的投资逻辑：
1️⃣ 产品视角：苹果产品是真的好，用户愿意为好东西付高价，且有很强的用户黏性
2️⃣ 商业模式：苹果的软件+硬件闭环，让用户越用越离不开
3️⃣ 管理层：乔布斯是一个"做对的事"的人，库克继承了这种文化
4️⃣ 平常心：不追求买在最低点，接受短期波动，看长期
5️⃣ 不懂不买：只买自己真正理解的公司，不跟风
A: Duan's investment logic:
1️⃣ Product perspective: Apple products are truly good, users willing to pay premium, strong user lock-in
2️⃣ Business model: Apple's software+hardware closed loop makes users more dependent over time
3️⃣ Management: Jobs was a person who "did right things", Cook inherited this culture
4️⃣ Ordinary heart: Don't chase bottom, accept short-term volatility, focus long-term
5️⃣ No不懂不买: Only buy companies you truly understand, don't follow the crowd
做对的事，把事做对，用平常心创造长期价值 Do right things, do things right, create long-term value with an ordinary heart
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