Expedia’s Painful Lessons in Money Wars and Other China Tactics. Plus Morgan Stanley.

I’ve written quite a few articles on companies that have struggled in China. However, in many cases, they later came back and won, often spectacularly. It’s a fun subject. For example: In Part 1, I detailed how Carlsberg beer and Danone both initially struggled in China. But Carlsberg later came back with an impressive success […]

Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (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 (Tech Strategy – Daily Lesson / Update) An […]

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Can Hello Bike Become a Mini Didi? A Mini Meituan? (Asia Tech Strategy – Daily Update)

Take-Away 1: Hello bike-sharing is a marginally profitable, small services business. Its recent shift to ebikes (and subscriptions) is increasing its revenue and making it more defendable. But it is also changing the economics. Take-Away 2: Hello is trying to build a platform business model on its large user base. A marketplace for mobility (like […]

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