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Thank you so much for the kind feedback, much appreciated!

Much appreciated, thank you for watching!

Thank you so much for the kind feedback!

I think this is a really great comment, and it gave me a lot to think… while my thoughts a re still evolving (and I am doing some readings to dig more into this), let me try to at least give a perspective: The challenge with trying to come up with an “agile” strategy is that quickly we are in the territory of short-term TACTICS rather than long-term strategy. You definitely always need tactics, but that’s an entirely different thing from a long-term strategic plan. Where agility CAN come in, though, is through the way a strategy is developed and the frequency it is reviewed and adjusted. This is currently already built in here: the lecture assumes a rolling 3-5 year plan, which is reviewed and adjusted on an annual basis. More frequent reviews and more agile small adjustments could be possible. Let me do some more thinking, but I believe even big agile tech firms would have at least some long-term strategy and solid guiding principles that allows them to set longer-term goals, such as increase in subscribers, geographic coverage, or longer term sales growth targets. If anyone has a perspective or thought on this, please share…

Thank you so much for the kind feedback 😊

Sure, of course! I mainly use “Hitt, Ireland, Hoskisson” (originally I used the 2014 edition, but I also got several of the more recent editions, and they vary only very slightly, mainly in the case examples used). I also refer to several other strategy textbooks (source is always provided on the bottom of each slide I show), but my most favorite is Johnson et al (2015): Fundamentals of Strategy. It is compact, yet still quite complete and comprehensive. Also, since the authors are UK/Sweden-based, the case examples are a bit more diverse and less US-centric than Hitt, Ireland, Hoskisson. Hope that helps. If you need any further details, please let me know

Thank you so much for the very kind feedback. Really appreciated - it means a lot to me!

😊 Thank you so much for the feedback! 🙏🏼 The explanation is simple: Teaching is my hobby, and the content here was originally just meant for my BBA students here in Thailand. But if it is helpful for other people also, I’m happy - and very happy to provide it for free as well. 😃😃😃

Thank you so much for the very kind feedback! Very much appreciated indeed.

Thank you so much for the kind words and the encouragement!

That’s a very interesting remark indeed. I was curious, so I looked at monthly data for the SET since April 1975. The Index traded at a P/E ratio of below 10 in only 187 out of 587 months - so only about 32% of the time. For 400 months (or 68% of the time), the data shows a P/E of above 10. Overall average P/E since start of the index in 1975 was 13.7. The last time the index traded below 10 was in Feb 2009, so basically during the Financial Crisis. Neighbouring countries seem to trade at similar levels (Malaysia: 15.7, Indonesia 12.4, Vietnam 15.8). (Source: worldperatio.com) Something worth further study, I guess…

That’s a great question! Let me make a separate video about how foreigners can invest in the Thai market. Thank you so much for the input, much appreciated indeed!

Hahaha, thank you so much for the kind feedback! This is just my hobby, and the channel was really meant for my students - but really appreciate the input and the idea!

Thank you so much for the kind feedback, really appreciated!

Thank you so much for your feedback - especially as it gave me the inspiration to make a video about the recent performance of the SET and about some market fundamentals. Much appreciated indeed!

Thank you so much for the feedback 😊

Thank you so much for the feedback and for visiting my channel :)

Great question! I would say VW largely follows a "Global Strategy": From what I can see there is limited pressure for local adaptation, while competition is high - and so is the pressure to stay cost-competitive. This also makes sense to me, as VW is a global brand, with high brand recognition world-wide. Having said that, one aspect to highlight is that - while using a (largely) unified global brand, Volkswagen DOES differentiate the positioning of its brand in different markets. Here in Thailand, for example, VW positions itself as a foreign upscale brand (in line with Audi, BMW, ...), with high pricing respectively. In Germany, on the other hand, I would categorize VW more in the "mass" segment. So - while the brand usage follows a global strategy, Volkswagen manages to benefit from higher margins in markets where it can positions its VW brand as a premium brand. Not sure that helps...?