How to Measure Moats (Asia Tech Strategy – Daily Article)

I have broken moats and structural advantages into three levels: Competitive Fortresses. This is the highest level and quite rare. The symbol I use is a castle on top of a mountain. Competitive Advantages. These are advantages versus current rivals, both large and small. I have placed competitive advantages higher up as they are usually […]

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Beer, Southwest and Why Location and Transportation Cost Advantages Are So Important (Asia Tech Strategy – Daily Lesson / Update)

Digital transformation and disruption are usually about attacking the cost structures of established business models. Software companies have long used digital economics to devastate traditional companies. When Marc Andreesen says “software eats the world”, he is mostly talking about costs. But as soon as you talk costs, everyone jumps to “economies of scale”. These are […]

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