Asset Manager Investing in Global Technology Sector

We're an asset management firm allocating our capital into asset classes benefiting from technological innovation and applications globally. We serve as a family office of a tech professional who has spent over a decade as an entrepreneur, operator, and venture investor across Asia and the US.

Our small team is made up of diverse investment professionals who research, identify, and execute relevant opportunities. We occasionally share some of our investment memos, insights, and analysis here.

Wednesday, March 18, 2020

Q1.2020 - Netflix relies on Glocal expansion strategy to boost growth

Investment in originals continues to pay off as the company received 24 Oscar nominations and won 2 of them in 2020. Netflix (NFLX) grew its revenue by ~27% YoY to end 2019 with $20 billion of revenue while profitability has also improved. With its "Glocal" expansion strategy, Netflix aims to locally produce award-winning originals with global hit potentials and to launch mobile-only plans at lower price point in some emerging markets. Both continuing focus on Originals production and "Glocal" approach will drive sustainable subscribers growth and margin expansion beyond 2020.

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