Ruhnn Holding’s 3 Strategy Lessons for Digital Asia (Jeff’s Asia Tech Class – Daily Update)

Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]

To access this post, you must log in as a member, purchase Subscriptions.

The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)

In my previous article on Farfetch, I asked the question of whether Alibaba or another Chinese company might buy the company – and at what price. And I did a brief introduction on Private Market Value (PMV). Which is basically a take-over price. Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia […]

To access this post, you must log in as a member, purchase Subscriptions.

Airbnb is Going to Get Crushed in Asia. Rethink Your Valuation. (Jeff’s Asia Tech Class – Podcast 59)

  This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some effect on how you would value it going forward. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The valuation presentation by NYU Professor […]