My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (Jeff’s Asia Tech Class – Podcast 24)


In this class, I talk about my interview with Huawei about their 2019 financial results. And a bit about the disclosure of fraud at Luckin Coffee.

You can listen here or at iTunes, Google Podcasts and Himalaya.

This is part of Learning Goals: Level 3, with a focus on:
  • #6 Basics of Huawei
  • #10 More on Huawei

Concepts for this class:

  • Digital Superpower #1: Dramatically Improve the User Experience
  • Money Wars
  • Hyperscaling vs. Blitzscaling
  • Competitive Advantage: Economies of Scale
  • Linked Businesses

Companies for this class:

  • Huawei
  • Luckin Coffee


I write and speak about digital China and Asia’s latest tech trends.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

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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.

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