Carl Icahn, Mario Gabelli and Catalysts-Activists to Drive Digital Value (Asia Tech Strategy – Daily Lesson / Update)

My writing is mostly on business models and digital strategy. As these are can give you insight into value creation over the longer-term. It’s really close to Warren Buffett and competitive advantage-type thinking. I’m just adapting it for digital businesses. But I’ve also been adding frameworks for core vs. adjacency growth. Detailed growth projections (plus […]

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How to Profit from Politics in China Tech (Asia Tech Strategy – Podcast 93)

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]

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