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Podcast: The Tech Strategy Podcast
Episode: How to Profit from Politics in China Tech (93)
Description: This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Ways to profit from State involvement:Ride the big waves from top-down initiativesCopy Cheah Chang Hye (Value Partners). Buy and sell unfollowed and obscure China bargains.Demand a bigger margin of safetyBuy and sell fast (Ben Graham).Buy qu...