Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Hello, hello! 👋🏻

Here’s what I found interesting recently.


🗺 Geopolitics

#1 Microsoft Attack Blamed on China Morphs Into Global Crisis

A sophisticated attack on Microsoft Corp.’s widely used business email software is morphing into a global cybersecurity crisis, as hackers race to infect as many victims as possible before companies can secure their computer systems.

The attack, which Microsoft has said started with a Chinese government-backed hacking group, has so far claimed at least 60,000 known victims globally, according to a former senior U.S.

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Tidbits #32 – The World Continues to Spin

Hi, friends. 👋🏻👋🏻

Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day!

As always, thanks for sharing a little bit of your time to hear what I have to say.… Read the rest “Tidbits #32 – The World Continues to Spin”

Tidbits #30

Hello, hello! 👋🏻 👋🏻

Thanks for reading.

A little longer than usual, but I hope you have as much fun reading it as I did writing it.

If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it.


🗺 Geopolitics

#1 Twitter Locks Out Chinese Embassy in U.S. Over Post on Uighurs

Twitter Inc.

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What Ails Tencent

It’s been almost two years since I last wrote about Tencent. Since the inception of this blog, Capital Flywheels has had a preference for Alibaba over Tencent (before it was consensus) primarily because Alibaba is not only one of the two dominant ecosystems in China, but because Alibaba/ecommerce has an easier path to go global. The preference for Alibaba over Tencent initially proved to be underwhelming, especially in 2017 but has since proven out.… Read the rest “What Ails Tencent”

Tencent’s Opportunity Beyond China – Games, not WeChat

Given the recent bout of market volatility, it’s a good time to revisit some businesses and/or explore new ones.

One of the ones on my list is Tencent (700 HK), China’s leading social network and digital entertainment player. Tencent has been a phenomenal performer over the long run. Despite rising close to 9x in the last 5 years, Tencent’s best days still seem to be far, far ahead of it.… Read the rest “Tencent’s Opportunity Beyond China – Games, not WeChat”

The Future of Ecommerce: Utilitarian vs Social

When people think about ecommerce today, they likely think about ecommerce along the lines of C2C (consumer-to-consumer), B2C (business-to-consumer), or B2B (business-to-business) – in other words, classification by type of buyers and sellers.

Or perhaps people think about 1P (1st party) vs 3P (3rd party), depending on whether the ecommerce platform itself engages in the direct buying and selling of goods.… Read the rest “The Future of Ecommerce: Utilitarian vs Social”

Tencent vs Alibaba on the Quest to Go Global

Finally catching up on some reading: Bloomberg published an excellent profile on Tencent and the co’s strategist, Martin Lau. I highly recommend the article as it not only goes through the history of the company, but reveals the type of thinking and mentality that has helped Tencent become one of the most successful companies in the world.

For the uninitiated, Tencent is one of the “BAT” trinity (Baidu, Alibaba, Tencent) that dominate the Chinese tech space.… Read the rest “Tencent vs Alibaba on the Quest to Go Global”