East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world

In this episode, Dan and Albert break down Adobe. Adobe provides content creation, document management, and digital marketing and advertising software and services to creative professionals and marketers for creating compelling content. There are very few companies that are as leveraged to the digitization of the global economy as well as Adobe - from the way people create and communicate, to...

What does Russia's deployment in Ukraine mean for investors? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Recent news of Russia deploying troops in Ukraine How do markets generally react to crisis  What markets will be affected by sancti...

In this episode, Dan and Albert break down Pinterest. Pinterest is an online product and idea discovery platform that helps users gather ideas on everything from recipes to cook to destinations to travel to. Founded in 2010, the platform consists of a largely female audience, at roughly two thirds of its more than 431 million monthly active users. The company generates revenue by selling digi...

Why is Peloton sinking and its CEO stepping down? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Recent news about Peloton's CEO stepping down Why Peloton has been underperforming How Peloton has failed to execute on its product What's next for...

In this episode, Dan and Albert break down Atlassian. Atlassian produces software that helps teams work together more efficiently and effectively. The company provides project planning and management software, collaboration tools, and IT help desk solutions. The company operates in four segments: subscriptions, maintenance, perpetual license and and other (training, strategic consulting, and...

Why did Meta's value plummet? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Recent news about Meta's drop in value How it's Q4 earnings call scared investors What declining user growth and revenue guidance means for Meta Three main narratives...

In this episode, Dan and Albert break down Palantir. Palantir Technologies provides organizations with solutions to manage large disparate data sets and particularly focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and indu...

Why would Zip buy Sezzle?  We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Recent news about a potential acquisition between Zip and Sezzle How the Buy Now Pay Later (BNPL) sector is consolidating Why Sezzle compliments Zip's expansion plans Lis...

In this episode, Dan and Albert break down DocuSign. DocuSign offers the Agreement Cloud, a broad cloud-based software suite that enables users to automate the agreement process and provide legally binding e-signatures from nearly any device. The company was founded in 2003 and completed its IPO in May 2018. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate u...

How does UberEats, Menulog or Milkrun work? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a food delivery business The different food delivery business models How companies like Doordash, HelloFresh and Milkrun operate The key factors...

In this episode, Dan and Albert break down Snap. Snap refers to itself as a camera company, however its flagship product, Snapchat, is a mobile application that helps people to communicate through short videos and images known as Snaps. Snapchat has over 300 million daily active users who use 5 primary features. Camera helps to create a snap to sent to friends. Communication allows users to s...

Why did Microsoft acquire ActivisionBlizzard?  We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Microsoft's history of acquiring game developers How ActivisionBlizzard fits Microsoft's current gaming capabilities Why gaming is a hot investment ma...

In this episode, Dan and Albert break down alternative investments with Stefan von Imhof. Stefan is the co-founder and CEO of Alts.co - the world’s largest alternative investment community. Alts do in-depth research and deep quantitative analysis on hundreds of deals across over 30 alternative asset classes, like NFTs, Farmland, Sports Memorabilia, Watches, Micro-SaaS and much more. If you're inte...

What is yield? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is yield What is yield for stocks What is yield for property and real estate How to use yield to find good and bad investments Listening to us on Spotify? Rate us 5-stars! It really...

In this episode, Dan and Albert break down news of Twitter founder Jack Dorsey stepping down and what's next for Twitter. Twitter is a social media company founded 15 years ago. It's best known for news-breaking tweets from politicians and celebrities, but it also provides a platform for millions of users to publish their thoughts, interact, share content, and read breaking news. The pla...

Why are super funds buying infrastructure assets? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: The investment trend of Australian Super Funds Examples of recently acquired or invested infrastructure assets Three main reasons why super funds invest...

In this episode, Dan and Albert recap the last year of Tesla and look ahead to 2022. Founded in 2003 and based in Palo Alto, California, Tesla is a vertically integrated sustainable energy company that also aims to transition the world to electric mobility by making electric vehicles. Tesla has multiple vehicles in its fleet, which include luxury and mid-size sedans and crossover SUVs. The company...

What is a platform business? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a platform business How shopping malls are the original platform business The difference between platform businesses offering short and long term relationships How A...

In this episode, Dan and Albert break down Amazon. Amazon is a leading online retailer and one of the highest-grossing e-commerce aggregators, with $386 billion in net sales in 2020. Retail related revenue represented approximately 83% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (12%), and advertising services and cobranded credit cards (6%)....

What is a managed fund? And, why is Magellan in the news? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a managed fund How managed funds differ from ETF's How to rate a managed fund Why Magellan is in the headlines for its performance Inter...

In this episode, Dan and Albert break down Sea Limited. Sea is an internet company that operates through three segments namely Digital entertainment (Garena), E-commerce (Shopee), and Digital financial services (SeaMoney). Geographically, it derives a majority of revenue from Southeast Asia and also has a presence in Latin America. Check out our Substack Newsletter! Sent straight to your inbox, it...

What is strategy? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is strategy How consultants determine strategy What is Ikea's strategy What is Lululemon's strategy Check out our new Substack Newsletter! Sent straight to your inbox, it's a grea...

In this episode, Dan and Albert break down Cettire Limited. Cettire is a global online retailer, offering a selection of in demand personal luxury goods via its website, cettire.com. Its catalogue of over 1,700 luxury brands and over 200,000 products of clothing, shoes, bags and accessories is underpinned by a large, diversified network of suppliers who send orders directly from suppliers to purch...

What is a business model? And why are business models important? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a business model  How business models are different from strategy   What is Walmart's business model  What ar...

In this episode, Dan and Albert break down Roku. Roku allows you to watch streaming services like Netflix, Amazon Prime Video and Apple TV on your TV, similar to how apps load onto smartphones. Roku offers both hardware that plugs into TVs and software that comes pre-installed on select TV brands. Roku has more than 55 million active accounts, and has been the leader among all streaming platforms...