My 9 Investment Questions (Asia Tech Strategy – Podcast 75)

This week’s podcast is about my investment checklist. Which is really just 9 questions. Shown below.

 
You can listen to this podcast here or at iTunesGoogle Podcasts and Himalaya.
 
My competitive strength and defensibility pyramid:
 
 
My handwritten checklists for various companies.
 
 
Charlie Munger’s Speech on the Psychology of Human Misjudgment. Located here.
 
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Related podcasts and articles are:
  • N/A

From the Concept Library, concepts for this article are:

  • 9 Questions
  • Company Quality (Ques 1 and 2)
  • Worst Case Scenario (Ques 9)

From the Company Library, companies for this article are:

  • Warren Buffett / Berkshire Hathaway

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I write and speak about digital China and Asia’s latest tech trends.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?

A unique view from on the ground of digital China / Asia.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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