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

In this episode, Dan and Albert talk with Phoebe Jin . Phoebe is a Portfolio Manager at Spaceship an Australian fintech fund manager.  Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd l...

What are Share Buy Backs? This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What are Share Buy Backs? Examples of Tender and Market Share Buy Backs (Qantas and Telstra) Why companies want to buy back their shares Check out our new Substack Ne...

In this episode, Dan and Albert talk about Pexa Group Limited (ASX: PXA) (pre-IPO name Torrens Group Holdings Limited). PEXA provides world-first digital settlements which have revolutionised the way people exchange property in Australia. By providing quicker access to the proceeds of a sale and near real-time tracking on property settlements, PEXA's network of financial institutions and legal and...

What are Bear and Bull Markets? This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What are Bear and Bull Markets (and why these animals are relevant) Famous examples of Bear and Bull Markets How investor psychology feeds into Bear and Bull Ma...

In this episode, Dan and Albert talk about Nuix Limited (ASX: NXL).  Note: This episode was recorded before the announcement of Nuix's CEO, Rod Vawdrey, and CFO, Stephen Doyle, resigning. Nuix is a provider of investigative analytics and intelligence software with a vision of "finding truth in a digital world". Nuix software has been used in investigations into some headline events over the l...

What is a sticky business? This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: Why 'sticky' is description used for products and brands How Apple is 'sticky' What are smooth and sticky customer journeys (e.g. Banks, Tinder and Facebook) Why kno...

In this episode, Dan and Albert talk about Canopy Growth (NASDAQ: CGC). Canopy Growth cultivates and sells medicinal and recreational cannabis, and hemp, through a portfolio of brands that include Tweed, Spectrum Therapeutics, and CraftGrow. Although it primarily operates in Canada, Canopy has distribution and production licenses in more than a dozen countries to drive expansion in global medical...

What is an Economic Moat? This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less.  In this episode we cover: The history behind moats defending attacks Low Cost Production as a moat (e.g. Costco and Walmart) Switching Costs as a moat (e.g. Microsoft, Apple and Instagra...

In this episode, Dan and Albert talk about Dropbox (NASDAQ: DBX). Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. We're joined by Michael Bradley, Regional Partner Sales Manager at Dropbox to talk all about the company. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5...

In this episode, Dan and Albert talk about Afterpay Limited (ASX: APT). Afterpay provides payments solutions for consumers and businesses by allowing retailers to offer a 'buy now, receive now, pay later' service that does not require end-customers to enter into a traditional loan or pay any upfront fees or interest to Afterpay. Check out our Substack Newsletter! Sent straight to your inbox, it's...

This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. What is Dogecoin? In this episode we cover: How did Dogecoin begin? What makes Dogecoin different to Bitcoin? What makes Dogecoin increase in price? How is Elon Musk involved? Check out our new Substack Newsletter! Sen...

In this episode, Dan and Albert talk about Madison Square Garden Sports Corporation (NYSE: MSGS). MSG Sports is a leading professional sports company in New York, with a collection of assets that includes: the New York Knicks basketball team (NBA) and the New York Rangers hockey team (NHL); two development league teams – the Westchester Knicks (NBAGL) and the Hartford Wolf Pack (AHL); and Esports...

This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. What is Venture Capital? In this episode we cover: What is Venture Capital?  Who needs Venture Capital and why? Why do Venture Capitalists' invest in companies? Check out our new Substack Newsletter! Sent straight...

Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) . In this episode, Dan and Alber...

Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) . This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in...

Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) . In this episode, Dan and Alber...

Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) . This is our ' Simple Sprouts ' series. Every week we pick an investing or business concept and explain it in...

Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) . In this episode, Dan and Alber...

Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to cover our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert are joined by Nat Larcos , co-host of the Officially Unofficial podcast , to talk about Bumble Inc.  Bumble Inc. is the parent company of Badoo and Bumble, two of...

Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Oracle Corporation ( Oracle ). Oracle designs, develops, and supports computer-software products. The company sells database software and technology, cloud engineered systems, and enterprise software products—particularly its own brands of database management systems In 2020, Or...

Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Domino's Pizza Enterprises Limited ( Domino's ). Domino's is a pizza chain and franchise business that makes, and delivers pizzas to customers across the world. Its listed on both the NYSE and the ASX, but the ASX listed entity owns the Master Franchise rights to the brand in Au...

Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Commonwealth Bank of Australia (CBA). CBA is Australia's leading providers of integrated financial services, providing retail, business and institutional banking, funds management, superannuation, life insurance, general insurance, broking services and finance company activities...

Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk with Kris Webster. Kris is a portfolio manager at global fund manager Magellan Financial Group and is Head of the Technology, Communications and Media Team, responsible for covering stocks across both the Global Equities and Global Infrastructure strategies. Magellan is a top 100 ASX-...

Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Inghams Group. Inghams is one of the largest protein producers across Australia and New Zealand. Inghams supplies poultry products, notably to major Australian supermarkets Woolworths and Coles, and quick-service restaurants McDonalds and KFC. Sales are heavily skewed toward pou...

Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Lucid Motors. Lucid Motors Inc. is an American automotive company specialising in electric cars. Sound familiar? This year Lucid Motors is putting to market its first vehicle, the Lucid Air, which is expected to compete with Tesla's S Model Range. In this episode we cover: Who i...