中国不存在新“共享经济” 滴滴、摩拜等皆是典型的颠覆者 (第一部分)

中国的新兴“共享经济”在上个月成为了媒体的热门话题。《纽约时报》、《财富》、彭博以及《南华早报》纷纷在其文章中提到了网约车(滴滴)、单车租用(ofo、摩拜)和新型的小物品租赁服务(包括共享单车、篮球和雨伞),并称之为中国新“共享经济”的一部分。

与沃伦•巴菲特共进午餐,我学到的5点人生启示

我曾与20名北京大学的学生一起受到沃伦•巴菲特的接见,关于此事,我已经写了很多篇文章。这次在奥马哈的会面中,巴菲特的言论深深地触动了我。它们始终萦绕在我的脑海中,促使我反思自己的生活方式。在这篇文章中,我将详细讲述这5点“人生启示”。

The Negotiation of Alwaleed’s Life: Predictions from an Ex-Employee (Pt 2 of 2)

Bottom line: Alwaleed’s forty years of success as a master deal-maker and negotiator have come to a climax as he now negotiates for his empire and his freedom. For 8-9 years, I worked for Prince Alwaleed in Riyadh. In Part 1, I outlined Alwaleed’s history as an investor and deal-maker. It is my explanation for […]

The Negotiation of Alwaleed’s Life: Predictions from an Ex-Employee (Pt 1 of 2)

Bottom line: Alwaleed’s forty years of success as a master deal-maker and negotiator have come to a head as he now negotiates for his empire and his freedom. For 8-9 years, I worked for Prince Alwaleed in Riyadh, working on everything from his IPO and his hospital to his university (never built) and his one […]

阿里影业、腾讯影业或万达影业,谁才是中国娱乐产业的赢家?(第一部分/共两部分)

对阿里影业和腾讯影业这两家公司,我一直保持着密切的关注。它们似乎将在中国娱乐产业竞争中先拔头筹。目前,它们正采取非常规的手段,大举进军这个既风起云涌、又分崩离析的产业。

JD Won Online With Profitless Growth. But “New Retail” Has Different Rules. (Pt 2 of 4)

In this four part series, I look at how “new retail” changes the strategies of market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. See Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience stores. It’s […]

How Alibaba’s “New Retail” Disrupts JD’s World (Pt 1 of 4)

China is now ground zero for what Alibaba has called “new retail”, a sweeping digital transformation that merges physical and online retail into a seamless consumer experience. And this poses a fundamental strategic challenge to Alibaba’s primary competitor JD. In this four part series, I make the following points about this situation: Point 1: China […]

与阿里巴巴共度周末时的趣闻趣事(共2部分,第1部分)

最近几篇文章里,我写了与阿里巴巴管理层在2017年“双十一”期间会面的所得所获。我不久之后将会发表更有针对性的文章,分析“新零售”的竞争动态。 但是现在我正躺在泰国的沙滩上小酌,所以我还是聊聊这次的旅行吧。如果您想看严肃性内容,恐怕这篇文章不大适合您。

与沃伦•巴菲特共进午餐收获的三条生活启示

我曾和20位北京大学的学生一道拜访沃伦·巴菲特,关于那次行程,我已经写过很多文章。那次会面迸发的一些思想深深震撼了我。它们萦绕在我的脑海中,使我质疑自己的生活方式。这些思想不仅限于商业层面,而是直接冲击着个人的内心世界。因此,我将这些思想总结为“巴菲特生活启示”。它们与每个人都息息相关。