"Warren, it's not quite what we think, if you look at the World Mall as a whole, their profit system doesn't have a problem. Buffett was stunned, he didn't doubt Charlie Munger's words, but looking at the cherry-flavored Coke in his hand, the old guy began to be confused. This is bought from the World Mall, and the production date is updated a little, and it seems that there is no difference.

But why is that?

It's not surprising that you're cheaper than a 24-hour store like 7-Eleven, but how can you be cheaper than Walmart.

Four and a half yuan a piece is very cheap, I knew that the store is a dollar a dollar. You have 3.99 yuan a piece here, and you can actually deliver it to your door. Gosh, Warren Buffett's head is a little messy.

Although there is a minimum order requirement, if it is not met, additional shipping charges may apply. However, if you can figure it out, it's actually very cost-effective.

Bringing supermarkets to the Internet was initially aimed at people with reduced mobility. This Dongdong, dressed in the cloak of charity, did not attract much attention at first, but when the World Mall gradually relaxed its restrictions, the problem appeared.

At first, it was only a partial reduction, and then it came out with membership certification, registered members not only enjoy discounts, but also enjoy shipping discounts, as more and more routines are added, finally, a group of large shopping companies began to sit still.

Warren Buffett is concerned because he invests in Costco and Walmart. It should be said that most institutions hold shares in Wal-Mart, and even Wright Investment seems to be heavily held.

"It's not just Coca-Cola, our analysts found that the average gross margin of this guy is not low, but some of the more well-known brands, such as Coca-Cola and Nestle, have opted for lower pricing.

This is actually not the first of its kind, and most warehouse-style stores have chosen a similar approach. In this way, the first impression to consumers is that the price of this store is so cheap.

Of course, if you just buy Coke, he's bound to hit the streets. ”

Warren Buffett quickly figured out that whether it is a physical store or an online store, he usually buys a bunch of things. However, no one imitates Mao, which doesn't seem to be difficult.

As if seeing Buffett's doubts, Charlie Munger smiled bitterly: "Logistics, the key is logistics, they are the only ones with such capabilities."

He seized a good moment, and now the investment banks are very cautious, and no one dares to invest. I've heard that Wal-Mart's bill, called their own internal pass. ”

Hearing this, Buffett's head hit. He has always been unimpressed with this world mall. I always thought that this was the product of William White's helplessness.

The monopoly of the United States is actually very hidden. Almost all the big brands are under the control of the consortium. The chaebol, led by Da Mo, controlled the railway transportation.

As for Wal-Mart, as I said earlier, on the surface, it belongs to the Wal-Mart family, but how many of them belong to the Galvin family like Motorola?

Production, transportation, and eventual sales, these things are all in the hands of the consortium. The reason why the United States can tolerate the brand of Xiao Yuben is because after a series of means, a considerable part of the shares are actually in the hands of the chaebol.

It seems that the trade deficit is very large, and if you remove the overseas companies in the United States, and then remove the part of their holdings, the deficit is still there, but it is not as outrageous as the publicly released figures.

Think about it, there is really such a big deficit, can Eagle Sauce bear it?

Impossible, the so-called trade deficit, that's because none of the money came back. The United States is taxed globally, it doesn't matter how much money you make or where you make it, in the end, all this money will be taxed.

Once the United States lacks funds, it is actually very simple, just allow the capital of multinational enterprises to flow back. As long as this part of the income is not taxed, the world's currency will be scarce, on the contrary, as long as the money is not returned, global inflation is inevitable.

"No, Filson, don't worry about any competitors.

We can let Amazon use it, because the two sides already have a cooperation, and if it is terminated at this time, some people will question it.

So, if there are any new companies joining the game at this time, how can I meet their expectations?

Hehe, if it had been two years earlier, or someone had built a logistics system, as for now, who do you think would be so stupid?"

Filson nodded in agreement, and at his level, he wouldn't care too much about the tragicomedy staged in Silicon Valley.

In the end, this is nothing more than a capital-led killing. The consortium took advantage of its own advantages to deliberately create a kind of panic.

What are you afraid of starting late, since this industry is optimistic for a long time, it must be seriously cleaned now. Those speculative, floating chips will be ruthlessly suppressed.

When will Wall Street take the lead, and when will Silicon Valley return to normal. Filson originally had only a vague consciousness, but when William White began to buy back shares and cancel them, there was no institution to short the White system anymore, and for this reason, the so-called Nasdaq bubble this time is actually very debatable.

So, what's the most important thing right now?

Funds, it takes funds to suppress stock prices, and it takes funds to absorb chips. What logistics network do you ask them to invest in now, it's a joke, if you really have so much money, it's better to buy the bottom of the Internet company.

"Boss, these damn bastards have rashly interrupted the normal development of the enterprise, how much damage will this cause?"

William White shook his head and smiled bitterly, now it's not about saying what should or shouldn't be, but about saying, when will these damn bastards achieve their goal.

"Filson, for the sake of profit, they can arrange a lot of neurosis for the president. For the sake of profit, the mustache can also become a partner. There are no eternal friends, only interests are eternal.

Rest assured, even if it is possible to hurt the economy of the United States, they will not hesitate to do so.

By the way, in strict accordance with our prior planning, once the stock price hits the target, it can be slowly absorbed. William White said after a long pause: "You don't have to deliberately guard the pressure level, even if the stock price breaks down, you don't have to take action."

Let's hope we can get back the shares we lost, and this time try to use the charity fund's account as much as possible. ”

Filson nodded and turned to leave, if it wasn't for the matter, he didn't want to ruin his boss's vacation.

However, those words just now are only reliable if they are said face-to-face. Of course, it is also necessary to slander William White, you are not at ease, greed is really the original sin.