In this class, I talk about what can be done with Luckin Coffee post-scandal. Should another company or investor buy it?

You can listen here or at iTunes, Google Podcasts and Himalaya.

Who should buy Luckin Coffee? Choose an option.

1. Starbucks
2. 711 or other convenience store
3. HeyTea
4. Alibaba or other ecommcerce company
5. Financial investors

Related podcasts and articles on Luckin and Heytea:

• What Should Starbucks China Have Done About Luckin Coffee? (Jeff’s Asia Tech Class – Podcast 3)
• Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (Jeff’s Asia Tech Class – Podcast 6)
• My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (Jeff’s Asia Tech Class – Podcast 24)
• Forget Luckin. Starbucks’ Most Interesting China Competitor is HeyTea (pt 1 of 2)
• While Luckin Fights Starbucks, HeyTea Has Lines Out the Door in China (pt 2 of 2)

This is part of Learning Goals: Level 4-5, with a focus on:

• #21 New Retail and Value Added Deals

Concepts for this class:

• New Retail
• Company Quality: Good / Great / Bad / Too Hard
• Alwaleed and Surgical Value Add / Value Point

Companies for this class:

• Luckin Coffee
• Heytea

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I write and speak about digital China and Asia’s latest tech trends.

I also run Jeff’s Asia Tech Class, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research. 

www.jefftowson.com

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