Hi everyone, My apologies for being silent for a couple of days. I was teaching my digital strategy class at CEIBS (China Europe International Business School) in Shanghai. And I have been running around to various speaking engagements. I was wiped out. I spent all afternoon watching Netflix and ordering food delivery. FYI: Watching Netflix […]
I recently visited the Intime department store in Hangzhou. And it struck me that department stores and shopping malls may be the most compelling version of new retail – the frontier of an increasingly dynamic, digital lifestyle for Chinese consumers. From New Retail to a New Digital Lifestyle The online world is surprisingly rich […]
Hiya, I’m sitting at the Shanghai airport, heading out to the USA shortly. I’m exhausted. It’s been a crazy couple of days out in Hangzhou with Alibaba for Singles’ Day. And just running around Shanghai. Great. But exhausting. Alibaba and e–commerce in China/Asia are going to be a big subject within this class. I think […]
This is a short introduction to my Asia Tech class. ———-
Hey. I applied Warren Buffett’s 25-5 rule to my career and it made all the difference. Here’s some on that. And some fun stuff from around Peking University. Here is link for Youtube. And for those in China at Tencent Video. Music is Boost by Joakim Karud https://youtube.com/joakimkarud ———-
I like cheetahs. I’m not totally sure why. But I have watched every documentary I can find about them. I have studied their biology. I frequently go to see them in the wild in Kenya and South Africa. I just think they are really cool. And I also recall Berkshire Hathaway Vice-Chairman Charlie Munger talking […]
The population of the Beijing-Tianjin-Hebei cluster (also called “Jing-Jin-Ji”) will be +100M people. That’s pretty fascinating. My thoughts on where we are and what’s coming next. And a little look around Beijing. The video is below in two formats. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights into China’s […]
My latest video on China’s sharing economy. Shot in Thailand. Link here. Music is: Sunburst by Tobu & Itro https://soundcloud.com/7obu Creative Commons — Attribution 3.0 Unported— CC BY 3.0 https://creativecommons.org/licenses/… ———-
So I’m writing up my notes from lunch with Warren Buffett. I put all the business thinking here. And I wrote up his stuff about becoming a better person here and here. But I wanted to write a separate article on his really convincing argument why investing long term in the US is a “winner’s […]
SF Express, YTO, and the other China express delivery majors have been racing to go public. Faced with shrinking profits and mounting competitive threats, the dream of being the “FedEx of China” is quickly morphing into an arms race in capital and capabilities. Here’s my take on what is going on and what to expect. […]