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Jeff Towson's  Instablog

Jeff Towson
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I am a private equity investor,Peking University professor, and author. My academic research is on Chinese consumers and competitive dynamics. My investments are in US-Asia healthcare and consumer product deals. I live in New York and Beijing. My info and publications can be found at... More
My company:
Towson Capital
My blog:
Jeff's Blog
My book:
One Hour China Book
  • The Only Global Investment Question I Care About

    BuffettI found my life got dramatically more effective - and a lot less anxious - at two key moments.

    The first was when I realized I didn't really understand business. I could quote past studies. I could fill charts with data. I could recite various pieces of wisdom from various people. But my understanding was like a patchwork quilt of other people's thinking. It wasn't a real understanding of the underlying mechanics. Not really. Just descriptions of various outcomes.

    So one day, I just went back to mathematics, the only thing I was ever a natural at in life. I dropped all my business training and started to look at investing as one giant math problem. I discarded all the language and began creating my own. I stopped thinking about security analysis and started reframing everything as uncertainty analysis.

    And suddenly everything clicked (key moment #1). (continued)

    The full article is available for download here.

    Please sign-up for free newsletter here (

    Jan 05 8:12 PM | Link | Comment!
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