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 […]

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Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (Asia Tech Strategy – Podcast 83)

This week’s podcast is about the US-China DTC retailer Shein, which has rocketed upwards in the past months. Analysts are starting to pay close attention – but consumers have been noticing this company for a while. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The mentioned article by Packy McCormick and Matthew Brennan […]

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Monster Energy (MNST) and How Share of the Consumer Mind Reinforces Scale Economies (Asia Tech Strategy – Daily Update)

Last week, I wrote about how mindless behavior, chemistry and habits can be demand-side competitive advantages, which I put under the catch-all title of “share of the consumer mind’. It’s a Warren Buffett term and one of the concepts in the Concept Library. I described demand-side (or revenue-side) competitive advantages this way: “…competitive advantages on […]

Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)

I have talked a lot about competitive advantages on the demand side (sometimes called revenue advantages). These are structural advantages that enable premium pricing, repeat purchases, higher ROIC and / or stable marketshare over longer periods of time. For example, I have spoken a lot on the podcast about switching costs. That is really my […]

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