This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Key question: What will drive Square’s growth?
Common metrics for base rates:
- Sales growth
- Gross profitability (gross profits / assets)
- Operating leverage. Change in operating profits relative to change in sales.
- Operating profit margin
- Earnings growth
- CFROI
Related podcasts and articles:
From the Concept Library, concepts for this article are:
- External vs. Internal View
- Regression to the Mean (average / base rates, rate of regression)
- Payment Platforms
- Marketplace Platforms
- Complementary Platforms
From the Company Library, companies for this article are:
- Ant Financial / Group / Alipay
- Square
- 19: Basics of Ant Financial / Alipay and Payment Platforms
Top Photo by Clay Banks on Unsplash
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I write and speak about digital competition and China / Asia’s leading tech companies.
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