My Notes From the 2019 Berkshire Hathaway Annual Meeting (Pt 3 of 3)

This is Part 3 of my visit to Berkshire 2019. Part 1 is here. Part 2 is here. Question on online furniture retail and strategies where you go for customers first and profits later. There was some discussion about Amazon. On the strategy of going for customers first and profits later, he mentioned Amazon has […]

My Notes From the 2019 Berkshire Hathaway Annual Meeting (Pt 2 of 3)

This is Part 2 of 3 on my visit to the 2019 Berkshire Hathaway annual meeting. Part 1 is here. I got to the CHI Health arena in downtown Omaha at 5am. Yes, this was a bit crazy. But last year, I went with my parents and we got there around 7am, basically when the […]

Why Didn’t China Attend the 2019 Berkshire Hathaway Meeting? (Pt 1 of 3)

The 2019 Berkshire Hathaway annual meeting in Omaha was awesome. As always. But there was a very conspicuous absence of visitors from China this year. The decrease from last year was unmistakable. So what happened? In 2018, the Berkshire event was likely the most popular “China event” in the USA.. It was crazy. Of the […]

7 Things Everyone Is Getting Wrong About the Luckin IPO (Pt 2 of 2)

The Luckin Coffee SEC filing is out. So we can finally see their numbers. This is Part 2 of what I think is being misunderstood about Luckin. Part 1 is here. #5: Luckin is not really about increasing mass-market coffee consumption in China. Luckin is engaged in a Herculean effort to get Chinese to drink […]

7 Things Everyone Is Getting Wrong About the Luckin IPO (Pt 1 of 2)

So Luckin has filed for an IPO and we finally got to see their numbers. And yes, there are red flags all over the place. Big operating losses, funky corporate structures, speculative revenue growth and so on. And this is not uncommon in a tech / internet ipo. But I don’t recall ever seeing this […]

Writing Tricks and Habits That Got Me to 3M Followers

About three years ago, I decided I would write an article a week. That would be my plan. Simple. I had been trying to write brilliantly for a long time and that wasn’t working, So I would just go with endurance. And, perhaps, I might finally escape obscurity as a professor and author. Last week, […]