My Favorite Business Books

Hey, These are my favorite business books (not in order). I keep them on my iPad and read them year after year. For my favorite China business books, you can sign-up on the right. Competition Demystified – by Bruce Greenwald I give this book to people all the time. Really clear logic. I also like […]

AIT Slides

Hey, here are the slides. cheers, j Monday 1 Morning PE Investment Committee_1_08.6.18.public Monday 1 Afternoon PE Investment Committee_2_08.6.18.public Wednesday 1 morning. PE Investment Committee_1_08.6.18.public Monday 2 morning PKU.Investment Committee_5_08.13.18.public Monday 2 afternoon PKU.Investment Committee_6_08.13.18.public Wednesday 2 morning PKU.Investment Committee_7_08.16.18.public

沃伦·巴菲特讲述为何在美国投资是“赢家游戏”

我正在补写与沃伦·巴菲特共进午餐的笔记。此处  是所有的商业思考。此处 和 此处 是他关于如何自我完善的观点。 尽管如此,我还希望专门写一篇文章,讲述他关于在美国长期投资是“赢家游戏”的论断。这一论断很有说服力,基本包含以下五点:

Speaking Event – Manila, Philippines (April 18, 2018)

Hey to all in #Manila, please come to the Future Re-Imagined conference on April 17-18. I’m giving a talk on #China super-platforms (#alibaba, #jd, #tencent, #meituan (and now #mobike)). Note: speaking at 4pm is always kinda tricky. People are tired. So you gotta be a bit crazy or provocative. I usually just pick a fight […]