What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)

This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]

Core vs. Adjacency Growth in Digital Businesses (Asia Tech Strategy – Podcast 104)

This week’s podcast is about core vs. adjacency growth. This is a good framework for thinking about growth in digital businesses’. You can listen to this podcast here or at iTunes and Google Podcasts. Most of this is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit from the […]

Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Asia Tech Strategy – Podcast 103)

This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world. You can listen to this podcast here or at iTunes and Google Podcasts. — Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) An […]

Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Asia Tech Strategy – Podcast 102)

This week’s podcast is about growth and how it relates to value and valuation. ROIC vs. RONIC is an important part of separating past and continuing value. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) […]