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 […]

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 […]

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I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened (Pt. 4 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts.   In 4 articles, I document what happened and what we learned. I have included a lot of detail, especially on the Berkshire companies we […]