This week’s podcast is Brazilian Stone Company (STNE), the Berkshire Hathaway-invested payment platform that has fallen in share price by +80%. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition […]
This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure […]
This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]
This week’s podcast is more about Snowflake, the “data ecosystem” company. And how multiple companies are competing to create the standards and architecture for cloud services. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive […]
This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]
This week’s podcast is about core vs. adjacency growth. This is a good framework for thinking about growth in digital businesses’. You can listen to this podcast here or at iTunes and Google Podcasts. Most of this is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit from the […]
This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world. You can listen to this podcast here or at iTunes and Google Podcasts. — Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) An […]
This week’s podcast is about growth and how it relates to value and valuation. ROIC vs. RONIC is an important part of separating past and continuing value. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) […]
This week’s podcast is about how to apply DCF in valuations of digital companies. You can listen to this podcast here or at iTunes and Google Podcasts. For the tennis ball story, here are the slides. For DCF, here is my approach: Standard thinking on DCF: –—- Related articles: Valuation Like Warren Buffett in 1 Slide (Asia […]
This week’s podcast is about Hillhouse Capital and how they are buying and digitizing Chinese and increasingly Asian companies. I talk about their deals with Belle and Gree. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own […]