The Tech Strategy Podcast

Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)


Listen Later

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


——-

Related articles:

  • Brazilian Stone Co, Chinese Ant, and American Square Are All Building Complementary Payment Platforms (1 of 2) (Asia Tech Strategy – Daily Lesson / Update)
  • What Ant Financial Tells Us About Square’s Future. (Jeff’s Asia Tech Class – Daily Update)
  • Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)


From the Concept Library, concepts for this article are:

  • Payment Platforms
  • Digital-Physical Hybrid


From the Company Library, companies for this article are:

  • Stone Company


------

Support the show

...more
View all episodesView all episodes
Download on the App Store

The Tech Strategy PodcastBy Jeffrey Towson

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

30 ratings


More shows like The Tech Strategy Podcast

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,376 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

530 Listeners

Odd Lots by Bloomberg

Odd Lots

1,956 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,097 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,355 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

ChinaPower by CSIS | Center for Strategic and International Studies

ChinaPower

207 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

791 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

196 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

211 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

563 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

455 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

350 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

471 Listeners