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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Look at Berkshire-Invested Stone Company Right Now (2 of 3)(Asia Tech Strategy – Daily Lesson / Update)

Stone Co is a Brazilian company that is attempting to build a payment and financial services suite for merchants in +5,000 cities. And they are targeting the country’s +8M small merchants, many of whom still operate in cash and do not get great services from traditional banks. That is a big, interesting and difficult idea. […]

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