Korean Naver corporation is a confusing digital company. It’s great and it’s messed up. That makes it an interesting target for investing. There is the possibility of seeing something that others are not. On one hand, it is the leading search engine in South Korea, with +75% market share. That is fantastic. This is the […]
In this podcast, Jeffrey Towson discusses why he believes Airbnb will struggle to compete in Asia. He cites the following reasons: (1) Airbnb’s business model is not well-suited for the Asian market, (2) Airbnb faces stiff competition from local rivals, and (3) Airbnb’s valuation is too high.
In this podcast, Jeffrey Towson discusses the future of e-commerce in Asia, with a focus on Alibaba’s acquisition of Lazada. He argues that this acquisition will help Alibaba to create a more interconnected Asia, where consumers can shop from anywhere in the region. For example, he notes that Alibaba could use Lazada’s logistics network to deliver goods to consumers in Southeast Asia, which would help to reduce shipping costs and make it easier for consumers to buy from overseas retailers.