US CEOs need be careful about having a popular book in China

This is interesting: when I think of recent popular books in China written by or about US CEOs, it doesn’t seem to be good!

1/ Bob Iger’s book: The Ride of a Lifetime (一生的旅程 in mainland China)

  • published in 2020 (same year in China)
  • Disney stock now is only half of end of 2020 price

2/ Books about Elon Musk

  • one by Ashlee Vance in 2015 (硅谷钢铁侠 published in China in 2016) & one by Isaacson Walter in 2023 (埃隆·马斯克传 published in China in 2023)
  • in China, interest about Musk leveled up in 2021 (above average), per Baidu Index

  • If you compare current Tesla stock to end of 2020/2021, it’s down ~15%/~40%

3/ Ray Dalio’s book: Principles (原则 in mainland China)

  • published in 2017 (2018 in China)
  • Returns from Bridgewater for the past few years are not amazing (read this note)