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最近一直在看现代史之类的东西。因为都是畅销书,所以看起来几乎是一气呵成。大部分是商业史的内容。想起来真的有很多年了。觉得提改革开放20年还是几天前的事情现在就快30年了。而那个资本市场,从认识开始,也有十多年了。刚刚初中的时候,成天成天的和几个同学聊这些东西,但是2001年7月之后,似乎就把兴致早早地转到了其他方面。所以前段时间免不了神经质地把现在的一些舆论和当时比较,不过毕竟是不同了,所以忐忑了半年,什么都没发生。
一直都说,卖空都没有算什么资本市场,最近狠狠地看了早期了一些逼空案例之后觉得,的确是太过于刺激了。
小时候手里没钱,以至于夏令营的时候,小朋友们都能去买点心饮料我只能看着。然后开始有了点零花钱之后就觉得钱就是纸币。看得书越多,就对钱是什么越恐慌,怪不得Hetty Green会一辈子枕着证券恐惧着贫穷。这种靠着国家信用给国家贷款打工的感觉实在很奇怪。
打算运作一个Web 2.X的项目,商业模式蛮好,又遇到点小困扰。算下来,这也不是第一次搞了,不过也算是第一次大家合伙的认真搞项目。以前的小打小闹回忆起来都是初中的事情了。到高中,赚钱的捷径就成了参加竞赛,真是畸形。现在终于回归正常了,做项目,融资,赚钱。回忆起以前卖软件,销量最好的不是倾注心血的那个图像编辑软件,反而是一个3天搞定的修改QQ皮肤的软件。搭顺风车,也不见得是坏事。
还是有时机没把握好的因素,有的东西太学究,有的东西出来得太早,给冻死了。这里杨絮纷飞,并不是到了春天。时间在改变,人的心态也在改变。从一个十多岁的孩子到现在懵懵懂懂的二十来岁,朋友们成家的成家,立业的立业,而我搞不好得读6年大学。
老老实实地写Business Plan,少看看South Park。
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