The Awesome Story of David Stern and the NBA in China (Pt 1 of 3)

The following is an excerpt from our book, the One Hour China Consumer Book. It is our best explanation for how the NBA has been so hugely successful in China. “This story begins in 1978-9 with two events. First, Abe Pollin, owner of the then champion Washington Bullets, received an invitation from Deng Xiaoping to […]

My Favorite Business Books

Hey, These are my favorite business books (not in order). I keep them on my iPad and read them year after year. For my favorite China business books, you can sign-up on the right. Competition Demystified – by Bruce Greenwald I give this book to people all the time. Really clear logic. I also like […]

Failure Isn’t Final in China (III): Morgan Stanley and Expedia.

This is the third in a series of articles on companies that have had difficulties in China. However, in many cases, they later came back and won, often spectacularly. In Part 1, I detailed how Carlsberg beer and Danone both initially struggled in China. But Carlsberg later came back with an impressive success in the […]

沃伦·巴菲特讲述为何在美国投资是“赢家游戏”

我正在补写与沃伦·巴菲特共进午餐的笔记。此处  是所有的商业思考。此处 和 此处 是他关于如何自我完善的观点。 尽管如此,我还希望专门写一篇文章,讲述他关于在美国长期投资是“赢家游戏”的论断。这一论断很有说服力,基本包含以下五点: