Grab Deep Dive

Society benefits the most when entrepreneurs focus on solving problems before monetizing the solution. But solving a problem doesn’t equate to creating a great business.  GRAB has unlocked tremendous consumer value in ride-hail, but their decade-long slog in the most difficult sector in consumer interment has them squeezing out just 6 dimes of revenue out of …

Didi Deep Dive

In 2016, Didi beat Uber, THE Silicon Valley sweetheart at the time, to gain control of China’s ride hail market despite having far less capital, fewer partners, and a smaller engineering pool. Regulatory talk aside, Didi just had the biggest IPO in the U.S. since Alibaba. So is Didi the next tech giant to join …

Alibaba Deep Dive

Alibaba today is a bit of an enigma with investor trepidation stemming from both inadequate competitive moats and fears that regulators could curtail this “monopoly.” Adding to the confusion, Alibaba likely houses more billion-dollar businesses than any other company. The fear of competition is real though: PDD is gaining share on lower end commerce, JD.com …

Keeping Up with China for the English-speaking World (UPDATED)

Since starting DJY Research, I've been inundated with requests for an "English Asia Information Stack" - so I decided to update and reshare this post from a while ago. Enjoy! As a Westerner who has lived/worked/studied in China, I often stress how important it is to pay attention to what’s going on in Asia, especially …

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