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

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“Digital Speed” is Mostly About Tactics. But True Operating Speed and Excellence is a Marathon. (Asia Tech Strategy – Daily Lesson / Update)

In 2009, Brian Acton and Jan Koum founded WhatsApp to ride the wave of mobile apps kicked off by the launch of the iPhone. The original purpose of WhatsApp was to put a status notification next to your name, to let people know “what’s up”. But the small team noticed three important things that would launch their […]

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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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Jeff’s Asia Tech Class: Daily Update 10.30.19

This is one of the daily updates for my Asia Tech class. It builds off podcast / lecture 2 about what Starbucks China should have done about Luckin Coffee (located here). Two main points for today: Luckin Coffee traded defensibility for scalability Are WeWork and Luckin blitzscaling? Or are they just in money wars? 1. […]

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