E23: LLB - Invest in Malaysia, Non-Tech Opportunities in SEA, Bubble Tea, Supply Chain Innovation, FoodTech (Grab, GoTo, FoodPanda, Delivery Hero), China CCP - No More Covid

Low Level Barbarians (LLB)

Recorded Nov 30th; late due to end year obligations. A very interesting episode that focuses on a thesis that says Malaysia is the best country to invest in SEA. Along with this sentiment, Jianggan and Alex discuss the big opportunities to build or invest in Southeast Asia that are not related to tech. Did the foodtech platforms have the right investment and execution thesis? Jianggan provides great insights and nuance to the China Covid situation you usually won’t hear from anywhere else. Intro (00:00:00) Malaysia vs Singapore - Most Investable Country Malaysia (00:01:25) Non-Tech Investment Opportunities (00:07:36) Bubble Tea & Beverages (00:10:54) Backend Supply Chain Innovation (00:13:27) Front End F&B Innovation (00:21:30) FoodTech Platforms (Grab, GoTo, FoodPanda, DeliveryHero) (00:25:37) Poland vs Indonesia (00:34:05) Truly Regional Businesses (00:38:46) China CCP Covid Situation (00:40:44)