Haoran

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Thanks for introduction! Very interesting business, I think I will try the platform when I am back to U.S. I am thinking what’s the competitive advantage for Drizly. Besides good service as you mentioned, can I provide something unique for consumers, or can it optimize its supply chain to have the best operation process?

hahaha, I like your final comments.
As a user, I enjoyed the convenience.
But as an investor, I am not optimistic about it significant and huge growth. I would like to forecast Beaver run as a small and nice business, especially with the same founder who is also selling facial oil. It is a good combination as a business for good cash return.

On March 20, 2020, Haoran commented on Meituan-Dianping: Amazon of Services :

Great introduction, PZ!
I was thinking a question for several months about Meituan. Almost all the business Meituan is doing was copied from others, but Meituan became a leader in different services. How can Meituan achieve these? How is the key of operation of Meituan? Would like to learn more from you.

Very interesting! One question I am thinking is that how should Sephora balance its online sale and offline sale. Another thing is that when I use the app, I feel it is not real enough. I am not sure whether it is easy to improve the technology to make it feel more real. There are something similar, an online trial for clothes app in China, which was failed due to the fitting image is not real enough.

On February 10, 2020, Haoran commented on DJI: Winning in consumer drones :

learned a lot from the reading.
I am wondering how could DJI facing the potential competition from other technology companies? There are some companies which already started to copy DJI’s products. What’s the specific value that DJI can offer to consumers, which are hard to be copied? How can they keep their competitive advantage to keep leading the industry?

On February 10, 2020, Haoran commented on Glossier: Disrupting the Traditional Beauty Industry :

This is a great digital branding case. It is interesting that many America famous singers or actress, such as Rehana, Lady gaga, all created their own cosmetic brands. While the one who got initial success is Emily Weiss, a blog writer and influencer. I think the way of her branding is really unique. The similar way of branding is also used in China market, such as perfect diary and HFP, both achieved $160 million sales volume within 2 years by using digitized branding skills.