Carl Icahn, Mario Gabelli and Catalysts-Activists to Drive Digital Value (Asia Tech Strategy – Daily Lesson / Update)

My writing is mostly on business models and digital strategy. As these are can give you insight into value creation over the longer-term. It’s really close to Warren Buffett and competitive advantage-type thinking. I’m just adapting it for digital businesses. But I’ve also been adding frameworks for core vs. adjacency growth. Detailed growth projections (plus […]

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Part 3: Snowflake’s Big Growth and Competition Questions (Pt 3 of 3) (Asia Tech Strategy – Daily Lesson / Update)

In Part 1 and Part 2, I laid out a framework for Snowflake’s “data ecosystem” business model. I described it as +3 complementary platform business models with +4 network effects. And I think that explains most of what the company is doing right now. However, I also recently listened to an interview with CEO Frank […]

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Core vs. Adjacency Growth in Digital Businesses (Asia Tech Strategy – Podcast 104)

This week’s podcast is about core vs. adjacency growth. This is a good framework for thinking about growth in digital businesses’. You can listen to this podcast here or at iTunes and Google Podcasts. Most of this is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit from the […]

Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – Daily Lesson / Update)

In Part 1, I laid out the basics for Snowflake, a “data ecosystem” or “data warehouse as a service” company. The company appears to have a complicated business model. But it’s actually not if you look at it the right way. Which is the point of this article. I have 7 initial conclusions about the […]

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Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 1 of 3) (Asia Tech Strategy – Daily Lesson / Update)

In late 2020, it was revealed that Berkshire Hathaway had an investment in newly public Snowflake, the “data warehouse as a service” company. That was unusual for a couple of reasons. First, Buffett has always avoided new issues. Like in 50 years, he hasn’t bought a new stock issue. Second, Snowflake is a tech company […]

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Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Asia Tech Strategy – Podcast 103)

This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world. You can listen to this podcast here or at iTunes and Google Podcasts. — Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) An […]

Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Asia Tech Strategy – Podcast 103)

This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world. You can listen to this podcast here or at iTunes and Google Podcasts. — Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) An […]

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9 Rules for Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)

I’ve covered three topics that relate to digital valuation: DCF Discount rates and Cost of Capital Growth, ROIC / RONIC and value Plus I did an aside on Seth Klarman and his counter-strategy to growth investing. Seth Klarman and When to Ignore Growth in Digital (Asia Tech Strategy – Daily Lesson / Update) I thought […]

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Seth Klarman and When to Ignore Growth in Digital (Asia Tech Strategy – Daily Lesson / Update)

I’ve covered three topics that relate to digital valuation: DCF Discount rates Growth, ROIC / RONIC and value However, I have made one big assumption in all of these. That is the primary goal of the business (and focus of valuation) is profitable growth (i.e., growth that creates economic value). So much of the investment […]

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