Snowflake, Tuya and the Fight for Dominant Design in Cloud (Asia Tech Strategy – Podcast 106)

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 […]

What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)

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): […]

Core vs. Adjacency Growth in Digital Businesses (Asia Tech Strategy – Podcast 104)

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 […]

Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Asia Tech Strategy – Podcast 103)

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 […]

Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Asia Tech Strategy – Podcast 102)

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) […]

Why DCF Sucks for Digital Valuation. (Asia Tech Strategy – Podcast 101)

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 […]

How Hillhouse Capital Invests In and Digitizes Chinese Companies. (Asia Tech Strategy – Podcast 100)

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 […]

More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 99)

This week’s podcast is my second on Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations. 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 […]

Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 98)

This week’s podcast is about Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations. But not much about competitive advantage. You can listen to this podcast here or at iTunes and Google Podcasts. Here is the link to the Q&A on Sept 7: Live […]

Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (Asia Tech Strategy – Podcast 97)

This week’s podcast is about assessing specialty ecommerce companies (i.e,. the anteaters) vs. the ecommerce giants (i.e,. the lions). Which will survive? Which will thrive? You can listen to this podcast here or at iTunes and Google Podcasts. Here is the link to the Q&A on Sept 7: Live Chat with Prof Jeff on Asia Tech Strategy Here […]