Greetings from Peking University. I am hiding out in Thailand for a week, one of my standard writing spots. Any suggestions for fun places to visit would be appreciated. It’s been a pretty great summer for digital China. Pinduoduo has launched upwards, catching the world’s attention. Meituan and Xiaomi are going public (so lots of […]
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 […]
A fun +2 hr interview in Beijing.
Carlsberg beer in China is one of those business stories that everyone should know. Take a look at the below picture. It is of Carlsberg China circa 2002. This was after +15 years of business in the PRC. They had some imports but were still a tiny China operation overall. And they were facing increasingly […]
random stuff . Feel free to use.
hey. I was on CGTN last night. Not my best appearance but it was an interesting topic. Link is here.
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：
So Meituan has gone public. And this is after Chinese O2O food delivery company Baidu Waimai was sold to competitor Ele.me. Basically, the space is now dominated by two companies: Ele.me (Alibaba-owned/backed) and Meituan Waimai (Tencent-owned/backed). I think food delivery symbolizes three big trends happening. Trend 1: Convergence is continuing. China’s internet giants (Alibaba, Tencent […]
这是我带学生去奥马哈市去见沃伦·巴菲特的第二年。最令我印象深刻的还是他关于生活和人（而非商业）的观点。他详细谈了谈如何成为一个更好的人，具体内容见这里 。他还谈论了你的朋友如何塑造你。
I’ve spent the last couple of weeks in Brazil, touring around giving talks. Joseph Teperman of Inniti has been awesome in coordinating visits for me in Sao Paolo, Florianopolis, Belo Horizonte, Vitoria and Porto Alegre. And I got to meet some great folk at the Instituto de Lideres. It was a fantastic trip. One of […]