Google, the NBA and Competitive Fortresses at the Top of the Pyramid (Asia Tech Strategy – Daily Lesson / Update)

In the past weeks, I have sent you multiple emails with various types of competitive advantages. Such as switching costs, network effects, purchasing economies and location and transportation cost advantages. The links are below: Walmart, JD and Purchasing Economies at Traditional and Online Retailers (Asia Tech Strategy – Daily Lesson / Update) Beer, Southwest and […]

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Pay Attention to the Potential Value of WeChat Mini Programs. (Asia Tech Strategy – Podcast 66)

  This week’s podcast is about some of the bigger strategic initiatives at WeChat. Specifically mini programs, search, mini games and WeChat Work. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles are: WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (Jeff’s Asia Tech Class – […]

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4 Strategy Lessons from the Spectacular Rise of Sea / Shopee / Garena (Jeff’s Asia Tech Class – Daily Update)

Singapore-based Sea Limited, which runs Garena, Shopee and AirPay, is one of the biggest tech investment stories of 2020. In the first quarter of 2020, the company was trading in the $40 price range. It is now around $180, with a market capitalization approaching $100B. It has been a rocketship for investors this year. But […]

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What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff’s Asia Tech Class – Podcast 61)

  This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Key question: What will drive Square’s growth? Common metrics for base rates: Sales growth Gross profitability (gross profits […]

What Ant Financial Tells Us About Square’s Future. (Jeff’s Asia Tech Class – Daily Update)

The market capitalization Square has exceed $100B, which makes it about 1/3 of what Ant Financial / Group was expected to list at (prior to delay). Both companies are using platform business models to invade and expand the payment and financial services space. Fortunately, Ant is further along this trajectory and offers some interesting insights […]

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