JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)

Long-term investors search for high quality companies they can buy and hold. They ignore the near-term swings in stock prices and, instead, try to capture the larger creation of value in the enterprise over time. It’s a long-term wealth creation strategy. And it really works… …for a small number of companies. Yes, the results of […]

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Forget the “Alibaba Ecosystem”. It’s About Collaboration-Based Industries and Business Models. (Jeff’s Asia Tech Class – Podcast 56)

  Correction: I had Michael Jacobides’ name incorrect throughout this episode. My apologies. Podcasting while sick may not have been my best idea.   This week’s podcast is about starting to take apart the fuzzy idea of ecosystems. We have clear frameworks for pipelines and platforms. And linkedin business models and complemntary platforms. But the […]

Cocos, Gaming and an Introduction to Ecosystem Competition (Jeff’s Asia Tech Class – Daily Lesson / Update)

Last week, I wrote about Epic Games and the potentially large disruption coming from gaming engines. That article is below. How Epic Games and Game Engines Are Disrupting Media / Entertainment. (Jeff’s Asia Tech Class – Daily Lesson / Update) And you have probably heard about the epic (pun intended) fight between Apple and Epic […]

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