Why DCF Sucks for Digital Valuation. (Asia Tech Strategy – Podcast 101)

This week’s podcast is about how to apply DCF in valuations of digital companies. You can listen to this podcast here or at iTunes and Google Podcasts. For the tennis ball story, here are the slides. For DCF, here is my approach: Standard thinking on DCF: –—- Related articles: Valuation Like Warren Buffett in 1 Slide (Asia […]

How Hillhouse Capital Invests In and Digitizes Chinese Companies. (Asia Tech Strategy – Podcast 100)

This week’s podcast is about Hillhouse Capital and how they are buying and digitizing Chinese and increasingly Asian companies. I talk about their deals with Belle and Gree. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own […]

More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 99)

This week’s podcast is my second on Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my […]

Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 98)

This week’s podcast is about Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations. But not much about competitive advantage. You can listen to this podcast here or at iTunes and Google Podcasts. Here is the link to the Q&A on Sept 7: Live […]