Low Level Barbarians (LLB)

LLB is back. It was a long hiatus and we appreciate feedback from those who encouraged us to continue. Episode 15 starts off with everyone's personal updates for the past quarter discussing early stage investing, building profitable companies with optionality, and overcoming personal struggles. The second half tackles our old friend's SEA Group's 2nd Quarterly result of 2022. Glad to have everyone back!

What is going on with Goto’s stock price? Why hasn’t GoTo’s stock dropped further? Will Goto’s stock price sustain? What-in-the-what is Zilingo and what happened with their CEO Ankiti Bose? Netflix has lost subscribers for the first time, what is the fate of Netflix’s future? Elon Musk finally pulled it off and owns Twitter. Is Twitter big in Asia? What should the future of Twitter look like? Tune in to find out!

Southeast Asia is open! Come and travel one and all! In this episode the Master Debater gives us a rundown of where acquisition marketing is headed and where we are now. Is quick commerce headed to a demise or is this just the beginning of a new wave of consumer behaviors that last past the pandemic? If you missed the latest on the Axie Infinity Ronin hack, tune in to episode 13 to find out what's going on!

The Master Debater's Corner. If you haven't noticed our usual cheery co-host Andrew G has been missing from the past few podcasts. In this episode we get to catch up with him to hear about what he has been working on, his views on Russia & Ukraine, insider insights on the Lazada stalled IPO, and a more bullish view on Goto and Grab.

Low Level Barbarian Special! Barbarian Bestie, Dimitry Levit, from Cento Ventures, joins us to discuss a highly delicate topic, as a Russian National, the war in Ukraine with Russia. Dmitry shares insider views around how the war has been viewed in Russia, the nature of the Russian social contract, information warfare, media bias and propaganda. How is propaganda leaking into Southeast Asia? How bad will economic sanctions get, and what will it look like in the coming year? Tune in to find out!

 

Links Mentioned:

* https://carnegiemoscow.org/2020/05/07/putin-regime-cracks-pub-81726

The war in Ukraine and Russia continues. The barbs discuss the potential ramifications and effects seen globally and Southeast Asia. Don't look at your stock portfolio any time soon! This episode covers the drop of KWEB index and the Didi debacle along with events that caused its recent massive drop in stock price. Lastly, its a hard topic to avoid, but we rehash and add some new perspectives to the ongoing Grab and SEA saga along with GoTo's recent IPO announcement.

Why does the world care about Ukraine? Lazada stalls an IPO spinout. What are the implications for Alibaba, the future of Lazada, and competition in the e-commerce space here in Southeast Asia? Shopee is exiting France before barely settling in, and lastly Siam Commercial Bank is creating waves in the Fintech ecosystem with their latest investment in Akulaku. Tune in for episode 11 with the Low Level Barbarians!

The fintech space is heating up again. Malaysian startup Curlec, a direct debit fintech company, was acquired by India’s Razorpay. In this episode we discuss the unique founding partnership Zac has with his co-founder Steve, how Zac managed to avoid founder conflicts all the way through an acquisition, the fintech landscape, and why Zac decided to sell now vs later.

Is covid over and should it be considered over? Have you avoided the cancel culture brouhaha? Where are we with Crypto? If you have been missing out on any of these topics the first half is here to get you caught up. In the second half the Low Level Barbarians discuss SEA’s rapidly dropping stock price due to India banning Free Free on national security concerns. Lastly we end on a brief overview of the food landscape here in SEA and what the Delivery Hero results mean.

The first episode of 2022. What lies ahead for the Low Level Barbarians. Jianggan, Alex, Dave, and Andrew discuss what they are planning for the new year personally and professionally. They also cover some predictions and the outlook for the new year. Tune in to hear about remote work, the macroeconomic environment, and changes to the investment industry.