In this podcast, Jeffrey Towson discusses the business models of Steam and Garena, and he explores how they are changing the gaming industry. He also discusses the future of gaming, and he provides insights into how businesses can succeed in this rapidly changing market.
Tag Archives: Garena
Steam, Garena and Specialty Gaming Business Models (Tech Strategy – Podcast 137)
In this podcast, Jeffrey Towson discusses the business models of Steam and Garena, and he explores how they are changing the gaming industry. He also discusses the future of gaming, and he provides insights into how businesses can succeed in this rapidly changing market.
How to Assess the Growth of Sea Limited / Shopee / Garena (Asia Tech Strategy – Daily Article)
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 […]
6 Early Indicators of the Greatness of Sea Limited (Asia Tech Strategy – Daily Update)
Sea Limited is rocking and rolling. Jumping from gaming to ecommerce. Then to payment and financial services. And now to Mexico. There is a growing public consensus that the Sea management team is extraordinarily effective. That’s cool. But it would have been much better to know that two years ago, when the stock was much […]
6 Early Indicators of the Greatness of Sea Limited (Asia Tech Strategy – Daily Update)
Sea Limited is rocking and rolling. Jumping from gaming to ecommerce. Then to payment and financial services. And now to Mexico. There is a growing public consensus that the Sea management team is extraordinarily effective. That’s cool. But it would have been much better to know that two years ago, when the stock was much […]
4 Strategy Lessons from the Spectacular Rise of Sea / Shopee / Garena (Asia Tech Strategy – Daily Update)
Singapore-based Sea Limited, which runs Garena, Shopee and AirPay, is one of the biggest tech investment stories of 2020. In the first quarter of 2020, the company was trading in the $40 price range. It is now around $180, with a market capitalization approaching $100B. It has been a rocketship for investors this year. But […]
Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (Tech Strategy – Podcast 29)
In this podcast, Jeffrey Towson discusses whether Shopee, backed by Tencent, can beat Lazada, backed by Alibaba, in the Southeast Asian e-commerce market. He considers factors such as market share, investment, and strategy. For example, Shopee has a larger market share in Indonesia, while Lazada has a larger market share in Thailand.