2017年2月，我带领20名北京大学商科学生到奥马哈（Omaha）拜访了沃伦·巴菲特（Warren Buffett）。此行意义非凡，几乎可以称得上是一次投资领域的朝圣之旅。
Monthly Archives: December 2017
Why JD’s Automation Plan Is Both Better and More Difficult Than Everyone Thinks (Pt 4 of 5)
This is Part 4 in a series about what I learned on a 3-4 day visit to JD’s facilities in Beijing and Shanghai – and from meetings with management. Part 1 is here. Part 2 is here. Part 3 is here. On day 2 of the trip, our group went to the JD headquarters in […]
Will Mobike and Ofo Merge?
It’s a big question. Are these two bike-sharing giants going to merge? The short answer is it depends on whether Didi wants it. Outside of that, I think it mostly depends on the success of the international expansion and availability of capital. My argument is below. Cheers, Jeff –——-
Recollections and Fun Stuff From My Weekend With Alibaba (Pt 1 of 2)
In recent articles (here, here, here), I laid out my take-aways from meetings with Alibaba management during Singles’ Day 2017. And I will be publishing some more serious business analysis on the competitive dynamics of “new retail” shortly. But today I am drinking on a beach in Thailand so I’m just going to ramble a bit about […]