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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My 9 Investment Questions (Asia Tech Strategy – Podcast 75)

This week’s podcast is about my investment checklist. Which is really just 9 questions. Shown below.   You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.   My competitive strength and defensibility pyramid:     My handwritten checklists for various companies.     Charlie Munger’s Speech on the Psychology of Human Misjudgment. Located here. […]

My 9 Investment Questions: Part 1 (Asia Tech Strategy – Daily Update)

I’ve been teaching a private equity class at CEIBS in Shanghai for like 5 years. I call it private equity but it’s really about how to analyze companies and investments. Regardless of whether it is private or public. Whether the approach is active or passive. It’s basically my checklists, which are 9 questions. I’ve mentioned […]

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Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia Tech Class – Daily Update)

I’ve been thinking a lot about mapping companies. On one hand, they are typical “information goods” companies, most of which have had their economics turned upside down by digital. Everything from encyclopedias and phone books to videos and music. There is a long list of previously good businesses that have been transformed, disrupted and/or destroyed. […]

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I Applied Warren Buffett’s 25-5 Rule to My Career – And It Totally Worked (Video)

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 http://youtube.com/joakimkarud ———-

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 […]