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 iTunes, Google Podcasts and Himalaya.     My competitive strength and defensibility pyramid:     My handwritten checklists for various companies.         Charlie Munger’s Speech on the Psychology of Human […]

My 9 Investment Questions: Part 1 (Asia Tech Strategy – Daily Update)

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 […]

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