



This week’s podcast is Brazilian Stone Company (STNE), the Berkshire Hathaway-invested payment platform that has fallen in share price by +80%.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
Here are my 6 Levels.
Here is how Stone describes its business model.
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Related articles:
- Brazilian Stone Co, Chinese Ant, and American Square Are All Building Complementary Payment Platforms (1 of 2) (Asia Tech Strategy – Daily Lesson / Update)
- What Ant Financial Tells Us About Square’s Future. (Jeff’s Asia Tech Class – Daily Update)
- Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)
From the Concept Library, concepts for this article are:
- Payment Platforms
- Digital-Physical Hybrid
From the Company Library, companies for this article are:
- Stone Company
Photo by Agustin Diaz Gargiulo on Unsplash
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
With my subscription newsletter, you will:
Get a deeper understanding of the strategies and business models of the best digital companies.
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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.






