In this podcast, Jeffrey Towson discusses the concept of “criticality” as a type of switching cost. He specifically talks about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. Wabco is a supplier of braking systems for trucks and buses, and its products are critical to the operation of these vehicles. As a result, customers are reluctant to switch to other suppliers, even if Wabco’s prices are higher. This gives Wabco a strong competitive advantage.
In this episode of the Asia Tech Strategy podcast, Jeffrey Towson shares his 9 investment questions. These questions can help you evaluate companies for investment by assessing their competitive strengths, market size, and management team. Towson also discusses the importance of building digital moats, which are sustainable competitive advantages that make it difficult for competitors to imitate.
I’ve been teaching a private equity class at CEIBS in Shanghai for like 5 years. I call it private equity but it’s really about how to analyze companies and investments. Regardless of whether it is private or public. Whether the approach is active or passive. It’s basically my checklists, which are 9 questions. I’ve mentioned […]
One of things I like about Warren Buffett is he is very open about his life. He talks a lot about his experiences, his wife, his father and his friends. And when students and younger folk ask him business questions, he often answers with personal advice. For example, at one of the lunches we had, […]
This is Part 2 of my favorite business books. Plus some fun stuff from around Rio de Janeiro. YouTube link is here. Part 1 with books 1-5 is here. Music is Longing by Joakim Karudhttps://youtube.com/joakimkarud ————–
Hey. I applied Warren Buffett’s 25-5 rule to my career and it made all the difference. Here’s some on that. And some fun stuff from around Peking University. Here is link for Youtube. And for those in China at Tencent Video. Music is Boost by Joakim Karud https://youtube.com/joakimkarud ———-
This year, Warren Buffett and Charlie Munger talked about China a lot more than I expected. And they were both very positive about the country and its future.”
“I think this is a big deal because it shows that Berkshire Hathaway is really looking to expand its presence in China. And it also shows that Buffett and Munger are still very much in charge of the company.”
“Overall, I thought this year’s meeting was very interesting. There were a lot of great questions from the audience, and Buffett and Munger were both very candid in their responses.”
Digital strategy consultant Jeffrey Towson talks about his visit to the 2019 Berkshire Hathaway annual meeting. He notes how much Warren Buffett and Charlie Munger are focused on China. They talked about it a lot more than expected. And they were both very positive about the country and its future. Buffett and Munger were both very candid in their responses.
Hey, I had a great time at Berkshire Hathaway 2019 and got to be on the US-China forum again. Great fun.Here is the link. Just look for the US-China forum. Cheers, jeff
My favorite business books. Plus some fun stuff from around Kuala Lumpur and airplanes. Youtube link is here. Part 2 is here. Music is Longing by Joakim Karudhttps://youtube.com/joakimkarud ———