Stone Is Building a Digital-Physical Hybrid for Payments in Brazil (3 of 3) (Asia Tech Strategy – Daily Lesson / Update)

In Part 2, I laid out the story of Stone Company, a Brazilian digital native that is building out payment, financial and enterprise services for SMEs. My basic take was: I like the company’s basic value proposition (payment plus working capital services) for smaller merchants, especially compared to what they get from local banks. I […]

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Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (Asia Tech Strategy – Podcast 109)

This week’s podcast is Brazilian Stone Company (STNE), the Berkshire Hathaway-invested payment platform that has fallen in share price by +80%. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition […]

Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (Asia Tech Strategy – Podcast 109)

This week’s podcast is Brazilian Stone Company (STNE), the Berkshire Hathaway-invested payment platform that has fallen in share price by +80%. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition […]

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7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

 This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

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Ozon Holdings and the Russia Ecommerce Growth Question (Asia Tech Strategy – Daily Lesson / Update)

A subscriber suggested I look at Russian ecommerce company Ozon Holdings (OZON). It’s outside of Asia Tech Strategy, but I thought it was an interesting company. And it raises an important question about why some countries develop so much faster than others in ecommerce. And that is really the key question for Ozon going forward. […]

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What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)

This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]

What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)

This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]

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