Essays

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Essays: We’re a Crawl, Walk, Run Company – the Internet Bubble and Its Lesson Contemplated in Good to Great (Jim Collins, 2001)

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"What rationale did people use to justify these rather extraordinary numbers? "New technology will change everything," the logic went. "The Internet is going to completely revolutionize all businesses," the gurus chanted. "It's the great Internet landgrab: Be sure first, be there fast, build market share - no matter how expensive - and you win," yelled … Continue reading Essays: We’re a Crawl, Walk, Run Company – the Internet Bubble and Its Lesson Contemplated in Good to Great (Jim Collins, 2001)

Essays: Jeffrey R. Immelt-The Strategist In Action

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(photo by @harvard_business_review, on Instagram) "A CEO has different tasks in different cycles. Some CEOs are founders and builders. Others have the luxury of managing momentum through a stable economy or a period when business models aren’t being disrupted. My task was different: remaking a historic and iconic company during an extremely volatile time. ... … Continue reading Essays: Jeffrey R. Immelt-The Strategist In Action

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Essays: Professor Acemoglu and Why Nations Fail

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My next favorite author, Daron Acemoglu, an economist, is a professor at MIT since 1993. He ranked third in the list of "Favorite Living Economists Under Age 60" in a 2011 survey among American economists, behind Paul Krugman and Greg Mankiw. And I don't doubt this acclaim. He co-authored 'Why Nations Fail' with James A. … Continue reading Essays: Professor Acemoglu and Why Nations Fail

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Essays: Professor Mauboussin’s Book Shelf

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(photo by @mjmauboussin, twitter) My favorite author, Professor Mauboussin's bookshelf at Columbia Business School. He is teaching Security Analysis course for straight 26 years! I should have known him and his books much much earlier! Will they offer me a chance to attend his class? 🙂 Note, Jim Rogers also taught an Investment course in … Continue reading Essays: Professor Mauboussin’s Book Shelf

Essays: On Alan Watts’ ‘The Wisdom of Insecurity – A Message for an Age of Anxiety’

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1950s was the period in the U.S. history marked by growth, prosperity and optimism after the long depression started in 1920s. People started to get over the trauma of the hard and difficult time after the depression, started to dream for the future and started to accumulate wealth. Alan Watts wrote this book at the … Continue reading Essays: On Alan Watts’ ‘The Wisdom of Insecurity – A Message for an Age of Anxiety’