On February 17, 2017, I took 20 Peking University students to Omaha to spend a day at Berkshire Hathaway. The trip included 3 company visits, a 2.5 hour Q&A with Warren Buffett, and then a steak lunch with him. I’ve written up the whole experience and have posted it. This was his first meeting with Peking […]
In February, I took twenty Peking University students to Omaha to spend a day at Berkshire Hathaway. The trip included 3 company visits, a 2.5 hour Q&A with Warren Buffett, and then a steak lunch sitting with him. I’ve written up the whole experience (see below). The Q&A is located here and below. But there were […]
Alternate title: How My Boss’s Motivational Talk Convinced Me to Quit I often get asked how I ended going from New York management consulting to working for Prince Alwaleed in the Middle East. It was a pretty big career move. But it was actually a more of a gut decision. And I think there is […]
I’m writing this month’s letter sitting at the Coco Bar in Boracay, Philippines. A typhoon is inbound in a few hours so the beach and bar have mostly emptied out. It feels a bit eerie and ominous. Although, that could be from the big rum drinks. A couple of things I have been mulling over […]
Kind of an interesting press release from Peking University Guanghua Business School from 2011. Not 100% accurate but interesting.
You can go to the Tradestreaming link to hear the audio. The Tradestreaming Introduction is pasted in below. Note: in the audio my title was said to be Chief Investment Officer which is not correct. This correction is also noted below in the text and on their site. —— Saudi’s Prince Waleed took $30k and […]
My home is in New York and Shanghai. My office is mostly in the Middle East. I teach in Beijing and Cambridge. And I am quite possibly a genius at manipulating flight schedules to ensure regular stop-overs in fun places such as Nice, Paris and Hong Kong. Global value investing has fully arrived and many […]