The Tech Strategy Podcast

Will Southeast Asian Grab Become Meituan or Didi? (121)


Listen Later

This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability.

You can listen to this podcast here or at iTunes and Google Podcasts.

Here is my new book:

  • Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition


—–-

Related articles:

  • Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Asia Tech Strategy – Podcast 102)
  • An Intro to Growth and “Birds in the Bush” in Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)


From the Concept Library, concepts for this article are:

  • Complementary Platforms
  • Marketplace Platform for Services
  • SE Asia
  • Engagement Products vs. Margin Products
  • Economies of Scale: Geographic Density


From the Company Library, companies for this article are:

  • Grab Holdings


--------

I write and speak about digital competition and China / Asia’s leading tech companies.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

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.

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