In this podcast, Jeffrey Towson discusses the business models of Steam and Garena, and he explores how they are changing the gaming industry. He also discusses the future of gaming, and he provides insights into how businesses can succeed in this rapidly changing market.
In the past 3-4 months, Sea Limited stock price has fallen from $350 to $90 per share. That is interesting. The business model is as formidable as ever. It benefits from compelling long-term consumer spending growth trends in both SE Asia and Latin America. And, unlike Alibaba, Sea Limited is in +9 countries and is […]
Sea Limited is rocking and rolling. Jumping from gaming to ecommerce. Then to payment and financial services. And now to Mexico. There is a growing public consensus that the Sea management team is extraordinarily effective. That’s cool. But it would have been much better to know that two years ago, when the stock was much […]
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 […]
In this podcast, Jeffrey Towson discusses the competitive landscape between Lazada and Shopee, comparing the two companies to a faster horse versus a better jockey. He argues that Lazada has the resources and infrastructure to be successful in the long run, but Shopee has the better management team and is more nimble. Towson believes that the winner of this race will depend on which company can execute its strategy better.
In this podcast, Jeffrey Towson discusses whether Shopee, backed by Tencent, can beat Lazada, backed by Alibaba, in the Southeast Asian e-commerce market. He considers factors such as market share, investment, and strategy. For example, Shopee has a larger market share in Indonesia, while Lazada has a larger market share in Thailand.