是誰
Jenny Lee是誰
李宏瑋Jenny Lee是新加坡人,2005年勉吻,李宏瑋Jenny Lee為美國(guó)風(fēng)險(xiǎn)投資公司GGV紀(jì)源資本在上海開設(shè)辦公室监婶,2017年她是GGV紀(jì)源資本管理合伙人。
GGV是啥
https://www.ggvc.com/
17 years and counting
With $3.8 billion under management across eight funds, GGV Capital has been successfully partnering with leading technology entrepreneurs in the US and China for more than 17 years. The greatest measure of our success is that of our portfolio companies, with 29 IPOs since inception.
這是一家成立了17年齿桃,管理了8個(gè)基金共計(jì)38億美元的投資機(jī)構(gòu)
經(jīng)驗(yàn)
驗(yàn)證
I think in China, we always believe that verification is important. We can trust the ceo, we can spend time with him and then we spend equal time verifying what he says. and i think it's do important.it is part of what we do as a business.
她在采訪中有提到惑惶,要花時(shí)間同ceo聊天,也要花同樣多的時(shí)間去求證他所說的短纵。在中國(guó)带污,這個(gè)是非常重要的一點(diǎn),我們需要花時(shí)間去驗(yàn)證我們看到香到、聽到的東西鱼冀,不能夠道聽途說。
激情
As a self-professed geek, Jenny firmly believes that only the entrepreneurs who are passionate about products will be able to create new models and new products.
passionate
中文可翻譯為充滿激情悠就,我們可以看看英文解釋
showing or caused by strong feelings or a strong belief
是說有著豐富的感覺和堅(jiān)定的信念千绪,lee也在文中說到了她對(duì)“充滿激情”的理解,充滿激情意味著人可以為了這個(gè)放棄一些東西梗脾,她可以通過和ceo的聊天來判斷ceo是否真的是對(duì)要做的事業(yè)充滿了激情
方向
Lee總結(jié)的自己的投資方向是三個(gè)荸型,消費(fèi)、企業(yè)服務(wù)炸茧、前沿技術(shù)瑞妇;購(gòu)買消費(fèi)股這個(gè)同巴菲特投資消費(fèi)股的特點(diǎn)某種程度上是一致的。選擇企業(yè)服務(wù)的原因是說梭冠,中國(guó)的勞動(dòng)力成本越來越高辕狰,可以通過應(yīng)用程序、云解決方案來一定程度上的減少人力的投入妈嘹。而投資前沿技術(shù)柳琢,是一個(gè)高風(fēng)險(xiǎn)的選擇,面臨著技術(shù)路線踏空润脸,擇時(shí)等一系列問題柬脸,而lee并未對(duì)此作出更多的解釋。引用36kr的一句話毙驯,能拿住幾十倍浮盈的是信仰倒堕。