How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)

This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about making investment decisions on uncertain terrains. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are five investment approaches to uncertain environments. How to assess […]

How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)

This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about how to make investment decisions on uncertain terrains. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are five investment approaches to uncertain environments. How […]

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Lessons from Cheah Cheng Hye on China Stocks and Uncertain Terrains (Asia Tech Strategy – Daily Lesson / Update)

There is a lot of political uncertainty around China tech stocks these days. But this is not anything new. China and other rapidly developing economies always have greater uncertainties. And I think avoiding such uncertainties is not a great strategy. It’s better to learn to navigate them. The person that comes to mind for this […]

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Lessons from Warren Buffett on Compounding and Competitive Advantage (Asia Tech Strategy – Podcast 91)

This week’s podcast is about Warren Buffett and combining competitive advantage with compounding. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are some slides on compounding. Here are some slides on Buffett’s investment strategy Some fun pictures from Berkshire meeting. Plus my <3 minutes of fame being on the big screen in […]

Lessons from Warren Buffett on Compounding and Competitive Advantage (Asia Tech Strategy – Podcast 91)

This week’s podcast is about Warren Buffett and combining competitive advantage with compounding. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are some slides on compounding. Here are some slides on Buffett’s investment strategy Some fun pictures from Berkshire meeting. Plus my <3 minutes of fame being on the big screen in […]

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Dingdong and 5 Questions for Assessing Specialty Ecommerce Companies (2 of 2) (Asia Tech Strategy – Daily Lesson / Update)

In Part 1 – and in Podcast 90 (Can Dingdong Win in Groceries and Specialty Ecommerce?), I teed up questions about how specialty ecommerce companies win and lose. It’s a really useful strategy question to think about. Here’s why. Imagine a small ecommerce company emerges and gets some traction with a clever product. Or in […]

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Can Dingdong Win in Groceries and Specialty Ecommerce? (Asia Tech Strategy – Podcast 90)

This week’s podcast is about Dingdong, a specialty ecommerce player in China focused on fresh groceries. It has gone public while still operating profit negative – but brings to mind a similar situation with Meituan at IPO. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. —–— Related articles: Should Vipshop Build a Logistics […]