Abahlalutyi be-stock bavame ukujonga iifowuni eziphumelele njengeNetflix, kwaye bazame ukufumana iipateni kunye neendlela zokuphumelela ezinokuba zikhona kwezinye iinkampani; ukuba olo hlalutyo lunokufumana ukufana okufanayo, basenokuba bafumene isitoko esiphumelelayo esilungele ukulandela indlela efanayo.
Ngaloo ngqondweni, makhe sibone izizathu ezintathu ezibalulekileyo ze-Netflix impumelelo, kwaye qwalasela ezinye iikhampani ezabelana ngazo ezo mpawu.
Inkonzo e nga phezulu
Esinye isihluthulelo sokuphumelela kwiimpahla zeteknoloji ziyakwazi ukusabalalisa, okanye amandla okudala imveliso okanye inkonzo kunye nokuyibuyisela kwakhona. Oku kuyinyaniso kwiinkqubo zombini njengenkonzo (SAAS) iinkampani kunye nenkampani yokuqukethwe. Ngokomzekelo, iNetflix inokuchitha imali kanye ukudala i-movie okanye uchungechunge olutsha, ize ibonise ukuba i-movie okanye uchungechunge kubabhalisi bokusabalalisa ngokuphindaphindiweyo ngeendleko ezongezelelweyo. Isebenzisa kwakhona iziseko zayo ezinkulu ukuhambisa iifilimu kunye nokubonisa ilayisenisi ngabanye abadali bomxholo, njengamaziko amakhulu e-movie e-Hollywood.
Ukuba ufuna isitshixo esifanayo kwinqanaba lomxholo, unokonwaba nguSpotify . Ukuqalisa kweYurophu kunika inkonzo efanayo kwiNetflix, ngaphandle kokugxila kumculo nangomsindo endaweni yeefilimu kunye nevidiyo.
Nangona i-platform ye-advertising hybrid-kunye ne-platform-based subscription isebenza ngokungafaniyo ne-Netflix, kulandelwa i-IPO ka-2018 e-United States enokuthi ibe yinto enomdla (ukuba iyingozi ) kwi-dollar yakho yotyalo-mali.
Ubume bokuThengiswa kweDatha kubaThengi abakhona
U-Netflix wayengumvulindlela ekuthengiseni abathengi abakhona, kwaye iindlela zabo ezizodwa zakhokelela ekubeni bathembekile.
Ngokusekelwe kwinto osuyifunayo, ibonisa iifriphu ezintsha kwaye ubonisa ukuba ungathanda. Okukugcina ukhangele-kwaye uhlawula loo ntlawulo yenyanga yokubhaliselwa.
I-Netflix ayikho yodwa ekusebenziseni idatha ukugcina abathengi abakhona. I-Amazon, umzekelo, isebenzisa amaqhinga afanayo ukuvakalisa iimveliso kubaxhasi abakhona ngokusekelwe kwiintetho zabo zokuthenga. Kodwa ke, i-Amazon sele ibone ukukhula okukhulu, kwaye inxalenye yokutshala imali ngokuphumelelayo ibonisa iinkampani ezintsha ezisekho ukukhula okukhulu .
Elinye iqela elitsha elisebenzisa iindlela ezifanayo zokuthengisa kumakhasimende akhona yi- Stitch Fix (NASDAQ: SFIX), inkonzo yokwenza izakhelo. Emva kokuba ubhalise, uthumela ukuthunyelwa komntu kwaye unokugcina oko ufuna. Kodwa ngolwazi lwento osuyifunayo, u-Stitch Fix usemgangathweni omkhulu wokuqinisekisa ukuba abathengi bexesha elilodwa babe ngabathengi. Kwaye ngokunyuka kweengqondo zobugcisa kunye nokufunda komatshini, ezo ziphakamiso ziya kuhlala ziphucula kwaye zibhetele.
Ukwenza kube lula ngabathengi ukuba bafumane oko bakufunayo
Iivenkile zeVidiyo ziye zajikeleza ukususela ngowe-1970, kwaye umsebenzisi umnqweno wokubukela iifilikhi ekhaya akuzange aphelelwe. I-Netflix ithathe eli liva, lenze amaxesha amaninzi ngakumbi, kwaye lifakwe kwi-fee yenyanga.
Oku kwathatha inkampani kumakhasimende angama-23 wezigidi ngo-2011 ukuya kwizigidi ezili-118 emhlabeni jikelele namhlanje. Ukongeza abathengi abayizigidi ezili-100 kufana nokubhalisa malunga nesithathu kwisonke se-United States.
Yintoni eyenziwa yiNetflix kwivenkile yevidiyo, iBlue Apron (NYSE: APRN) izama ukwenza ukutya. I-Blue Apron yinkonzo yokubhaliselwa kokutya ehambisa iibhokisi zezithako kunye nemiyalelo yokupheka emnyango wakho. Xa isisombululo sokuqala se-Netflix sakuvumela ukuba usuke kwivenkile yokuqeshisa ividiyo, i-Blue Apron yenza okufanayo ngokukuvumela ukuba usuke kwivenkile yokutya kunye newebhusayithi yokukhangela imifanekiso.
Nangona kunjalo, kubalulekile ukujonga ngaphaya kohlobo lwemveliso kwiimali. I-Blue Apron iye yazama ukufumana iingeniso, yalahla abasebenzi abaninzi, kwaye yabheka intengo ye-stock yayo iwele ngexesha elithile apho iNetflix ibonise ukukhula okukhulu.
Sekunjalo, ngelixa ungafuni ukucima iidola zakho kwi-Blue Apron, kukho izikhuphiswano ezithembisayo kwisithuba sokunikezela kwitheyithi yokutya. Zonke iinkampani zeebhokisi zobhaliso zingenakuphila, kodwa mhlawumbi zimbalwa ziza kuphumelela-njengeNetflix.
Qaphela Ingqalelo kwi-Stock Analysis
Kwiimeko ezininzi, abatyali-mali abaqeqeshiweyo abajongi nantoni na umtyalo-zimali ongenakufumana. Isitshixo sempumelelo sibheke kuzo zombini iimali kunye nokusebenza kwenkampani ukufumana enye engabalulekanga kwaye ilungele ukukhula. Esi sisiseko esisiseko emva kwexabiso lokutshala imali , isikolo sokucinga esiphayona ngu-Columbia profesa nombhali uBenjamin Graham kwaye sazibamba njengesicatshulwa kwimpumelelo yeWarren Buffett, indoda yesine eyona mhlaba ocebileyo.
Ukuba unako ukufumanisa isitshixo esikhulu esilandelayo ngaphambi kokuba siphume, ungase ube yindlela ekufumaneni ngayo izigidi zakho kwimarike yemasheya. Kodwa into enyanisekileyo: Awukwazi ukuyenza ibe mkhulu kwimakethi yemasheya xa ungathathi ixesha lokuhlalutya ngokucamngqileyo malunga nesicwangciso sakho sotyalo-mali ozithandayo .