This is Part 2 of my favorite business books. Plus some fun stuff from around Rio de Janeiro. Youtube link is here. Part 1 is here. —— I write and speak about digital China and Asia’s latest tech trends. Music is Longing by Joakim Karud http://youtube.com/joakimkarud
The Chinese beer market looks similar to beer markets in the rest of the world – mostly regional markets mostly dominated by a few giant beer companies. But take a look at the below chart from 2013. You’ll note that China evolved with one big difference with the rest of the world: The dominating beer […]
In Part 1, I argued that Alibaba.com is attempting to both digitize and democratize global trade – and to dramatically expand it from large companies to small and medium enterprises (SMEs). That’s a pretty big idea. And in Part 1, I laid out a bit of the theory behind this. But let me get back […]
At the CES conference in Las Vegas this year, it was the exhibit by Alibaba that really blew my mind. Yes, all the robots and drones were cool. But what Alibaba.com, their B2B business, is doing really sent my mind reeling. Unless I am mistaken, they are building what could be their biggest initiative yet. […]
In Part 1, I argued that Starbucks China most interesting competitor is not Luckin Coffee. It is HeyTea, an upscale Starbucks-type business focused on tea (something Chinese consumers really, really like). And to their credit, HeyTea appears to be mostly focusing not on digital (or financial engineering) but on product development and continually thrilling their […]
So Luckin Coffee has gone public and there are big questions about their revenue growth vs. operating losses. They are building an F&B business fast and aggressively against still unclear demand. But HeyTea is the Starbucks challenger I am keeping an eye on. They have long been referred to as the “Starbucks of tea”. And […]
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 […]
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 […]
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 […]
Hey, I had a great time at Berkshire Hathaway 2019 and got to be on the US-China forum again. Great fun.Here is the link. Just look for the US-China forum. Cheers, jeff
