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

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

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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

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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.

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