Switching Costs, Wabco and Buffett’s Critical Companies (Asia Tech Strategy – Podcast 85)

This week’s podcast is about “criticality” as a type of switching cost. And specifically about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia […]

To access this post, you must log in as a member, purchase Subscriptions.

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 […]

The 3 Effects of Network Effects. Plus So-Young’s Cool Marketplace. (Asia Tech Strategy – Podcast 67)

This week’s podcast is about network effects. And I argue they are actually three effects at the same time. Plus some stuff about So-Young’s marketplace for services. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The 3-4 types of effects with network effects are: NE Competitive Advantage Barrier to Entry Other Competitive […]

To access this post, you must log in as a member, purchase Subscriptions.

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 […]

To access this post, you must log in as a member, purchase Subscriptions.

Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia Tech Class – Daily Update)

I’ve been thinking a lot about mapping companies. On one hand, they are typical “information goods” companies, most of which have had their economics turned upside down by digital. Everything from encyclopedias and phone books to videos and music. There is a long list of previously good businesses that have been transformed, disrupted and/or destroyed. […]

To access this post, you must log in as a member, purchase Subscriptions.