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

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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, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

With my subscription newsletter, you will:

Get a deeper understanding of the strategies and business models of the best digital companies.

Get specific frameworks for measuring competitive advantage in digital businesses and for traditional businesses doing digital transformation.

Get an edge in predicting what is going to happen next and who is going to win.

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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