Lessons from Warren Buffett on Compounding and Competitive Advantage (Asia Tech Strategy – Podcast 91)

This week’s podcast is about Warren Buffett and combining competitive advantage with compounding. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are some slides on compounding. Here are some slides on Buffett’s investment strategy Some fun pictures from Berkshire meeting. Plus my <3 minutes of fame being on the big screen in […]

To access this post, you must log in as a member, purchase Subscriptions.

Can Dingdong Win in Groceries and Specialty Ecommerce? (Asia Tech Strategy – Podcast 90)

This week’s podcast is about Dingdong, a specialty ecommerce player in China focused on fresh groceries. It has gone public while still operating profit negative – but brings to mind a similar situation with Meituan at IPO. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. —–— Related articles: Should Vipshop Build a Logistics […]

To access this post, you must log in as a member, purchase Subscriptions.

Dingdong vs. Oriental Trading: How to Spot the Specialty Ecommerce Winners (1 of 2) (Asia Tech Strategy – Daily Lesson / Update)

Softbank-backed Dingdong and Tencent-backed Missfresh have both gone public, to minimal investor enthusiasm. Both companies were launched: To solve the difficulties of selling perishable and difficult to transport groceries online. To tackle some of the pain points for both Chinese families and farmers. To capture a massive opportunity. And to get to operating profitability. They […]

To access this post, you must log in as a member, purchase Subscriptions.

Skillz vs. Electronic Arts – and the Emergence of Digital Sin Stocks. (Asia Tech Strategy – Podcast 88)

This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming – especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go? You can listen to […]

To access this post, you must log in as a member, purchase Subscriptions.

When Will Didi Become Profitable? (Asia Tech Strategy – Daily Lesson / Update)

The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]

To access this post, you must log in as a member, purchase Subscriptions.

Why Didi Is Dominant But Still Unprofitable (Asia Tech Strategy – Podcast 87)

This week’s podcast is about Didi’s upcoming IPO. They have released their numbers and it shows market dominance but operating losses. This is my explanation for what is happening. And what their strategic plan means. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the key paragraph from Didi’s IPO filing: […]

To access this post, you must log in as a member, purchase Subscriptions.

Beer, Southwest and Why Location and Transportation Cost Advantages Are So Important (Asia Tech Strategy – Daily Lesson / Update)

Digital transformation and disruption are usually about attacking the cost structures of established business models. Software companies have long used digital economics to devastate traditional companies. When Marc Andreesen says “software eats the world”, he is mostly talking about costs. But as soon as you talk costs, everyone jumps to “economies of scale”. These are […]

To access this post, you must log in as a member, purchase Subscriptions.

3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)

Network effects are the brass ring of the digital age. Companies and investors, especially venture capitalists, are actively reaching for them. And, like platform business models, they can have multiple important effects. Creating surprisingly durable competitive advantages is one of them. First some general comments and then I’ll go into three types of network effects. […]

To access this post, you must log in as a member, purchase Subscriptions.