In this class, I talk about Shopee (ecommerce) and Garena (online gaming) in SE Asia – and the complementary platform businesses Sea Limited is building.
The previous articles and books I cite are:
- #20 The Basics of Garena / Shopee and Audience Builder Platforms
Concepts for this class:
- Audience Builder Platforms
- Complementary Platforms
- Arms Race for Consumer Attention, Engagement and Spending
Companies for this class:
- Garena / Sea Limited
- Lazada / Alibaba
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
My subscription newsletter offers:
Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.
See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?
A unique view from on the ground of digital China / Asia.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.