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Is Profitable Kuaishou an Investment Opportunity? (221)

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Manage episode 439450275 series 2809700
Content provided by Jeffrey Towson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeffrey Towson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

This week’s podcast is about Kuaishou. And the key questions that determine its future.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to the TechMoat Consulting.
Here is the link to the Tech Tour.
Here are my three longer-term questions for Kuaishou.

  • What is the future relationship with Tencent? As it relates to users and engagement?
  • Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.
  • Economies of Scale. Is it subscale in video and entertainment? As a China-only business?

Here is a past article on this.

Support the show

  continue reading

223 episoade

Artwork
iconDistribuie
 
Manage episode 439450275 series 2809700
Content provided by Jeffrey Towson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeffrey Towson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

This week’s podcast is about Kuaishou. And the key questions that determine its future.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to the TechMoat Consulting.
Here is the link to the Tech Tour.
Here are my three longer-term questions for Kuaishou.

  • What is the future relationship with Tencent? As it relates to users and engagement?
  • Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.
  • Economies of Scale. Is it subscale in video and entertainment? As a China-only business?

Here is a past article on this.

Support the show

  continue reading

223 episoade

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