Skip to content

LongHedge

  • About
  • Blog Posts
  • China Tech Investor podcast

Tag: business models

May 7, 2019June 8, 2019 longhedge Investing

Assets: Atoms versus Electrons

In this post I focus on the assets of a business, stuff that is owned by the business and is fundamental to the business model. Human capital is fundamental as well, but I will leave that for another day. Note: the impetus of this post was a conversation with Elliott and Michael on China Tech … Continue reading Assets: Atoms versus Electrons

Enter your email address to follow this blog and receive notifications of new posts by email.

About

LongHedge is where I share my thoughts on investing, economics and business. More here

Get Social

  • LinkedIn
  • Twitter

Post Categories

Tags

$700.hk $1810.hk $3690 $BABA $BIDU $IQ $PDD $TCEHY $XIACY analysis business models Charts China Chuck Akre companies Earnings Economics education frameworks Hx Weekly investors JoeRogan lessons links of interest Michael Pettis podcast politics Quotes technology Trade transcript US-China USA

Archives

Website Powered by WordPress.com.
  • Follow Following
    • LongHedge
    • Join 63 other followers
    • Already have a WordPress.com account? Log in now.
    • LongHedge
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar