A quick recap. I have broken moats (i.e., structural advantages) into three levels. I wrote some recent articles on Barriers to Entry and Soft Advantages: How Digital Is Wrecking Havoc on Barriers to Entry (Asia Tech Strategy – Podcast 115) As discussed, these can create strength against both rivals and new entrants. But this list […]
This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful. You can listen to this podcast here or at iTunes and Google Podcasts. Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit […]
This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful. You can listen to this podcast here or at iTunes and Google Podcasts. Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit […]
Huawei has just announced its 2021 financial results, with the title “Solid Operations, Investing in the Future”. That is actually a pretty good summary of their strategy post-US tech ban. It was also interesting because CFO Meng Wanzhou is now back in China, after years in Canadian custody. She presented the financial results, along with […]
This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability: You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition —–- Related articles: Growth, […]
This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability: You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition —–- Related articles: Grab […]
Southeast Asia unicorn Grab is now public via a SPAC merger with Altimeter Growth Corp. The company trades on the Nasdaq under the ticker symbol “GRAB”. This is a really interesting company. There is a tremendous amount to like about its business. It has 2-3 platform business models that have strong-to-dominant positions in SE Asia: […]
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 […]
This week’s podcast is about how web 3.0 is creating three types of marketplaces: Digital platforms (web 2.0), such as a Taobao Platform-protocol hybrids, such as Coinbase Protocol networks, such as Uniswap You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build […]
This week’s podcast is about how web 3.0 is creating three types of marketplaces: Digital platforms (web 2.0), such as a Taobao Platform-protocol hybrids, such as Coinbase Protocol networks, such as Uniswap You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build […]