making data-driven investment decisions
DESCRIPTION
GGV's founding partner, Vinnie Lauria, on using data (big and small) to make better investment decisions. Presented at Smart Nation 2014 in Singapore.TRANSCRIPT
MAKING DATA-DRIVEN INVESTMENT DECISIONS
29 OCTOBER 2014@vlauria
More people live inside the yellow circle
than outside it
IMAGE FROM:
http://www.slideshare.net/vihybrid/southeast-asia-
whyyoushouldpayattentionnow?related=1
@vlauria #SNDataWorks
FAST GROWING ECONOMIES
GDP 2013, current prices
$ trillion
Real GDP growth,
2000-13 %
GDP growth volatility
2000-13 %
Share of debt to GDP, 2013 %
Inflation rate, 2013
% GDP deflatorDeals United States
16.8
China 10 Russia 4.2 Japan 243 India 7.0
Communications
China 9.3 India 7.0 India 2.4 Italy 133 Russia 6.5
Search Japan 4.9 ASEAN 5.1 United Kingdom
2.3 United States
105 Brazil 6.5
Listing Germany 3.6 Russia 4.4 Italy 2.3 France 94 ASEAN 2.8
Blogging France 2.7 Brazil 3.2 Germany 2.3 United Kingdom
90 Germany 2.3
Jobs United Kingdom
2.5 Canada 1.9 Japan 2.2 Canada 89 United Kingdom
2.1
News ASEAN 2.4 United States
1.8 Brazil 2.2 Germany 78 China 1.7
Community
Brazil 2.2 United Kingdom
1.5 China 1.8 India 67 United States
1.5
Local discovery
Russia 2.1 Germany 1.1 United States
1.7 Brazil 66 Canada 1.5
Music Italy 2.1 France 1.0 Canada 1.7 ASEAN 47 Italy 1.4
Gaming India 1.9 Japan 0.8 France 1.6 China 22 France 1.1
Online retail
Canada 1.8 Italy 0.0 ASEAN 1.5 Russia 13 Japan -0.6Source: IHS, International Monetary Fund, World Economic Outlook; McKinsey Global Institute analysis
ASEAN is one of the largest economic zones in the world; grown rapidly and relatively stable since 2000
@vlauria #SNDataWorks
Did you know? Indonesia has the world's 2nd largest number of Facebook users and the 3rd largest number of Twitter users!Source: World Bank, World Development Indicators
Country Population GDP growthIndonesia 240 M 6.1%Philippines 93 M 7.63%
Vietnam 87 M 6.78%Thailand 69 M 7.8%Myanmar 48M 5.5%Malaysia 28 M 7.16%
Singapore 5 M 14.47%
OVER
BILLION PEOPLE
650,000NEW INTERNET USERS EACH
0.5
HOT SOUTH EAST ASIAN MARKETS
@vlauria #SNDataWorks
Southeast Asia accounts for 15% of Foursquare traffic
• Vietnamese perform 3 billion mobile searches/day
• Filipinos send 1/2 billion messages/day
• Malaysians spend online 5.3 min/session (mobile)
• Indonesians view 633 mobile pages/mo. per person (highest in world)
SOCIALLY ENGAGED ON MOBILE
@vlauria #SNDataWorks
Was it in the
data?
@vlauria #SNDataWorks
@vlauria #SNDataWorks
BUSINESS MODELS?
• Revenue-Expenses • Data analytics
IMAGEs FROM: • http://www.newfarm.org/depts/NFfield_trials/factsheets/pricing/images/ProfitLoss-Graph-HiRes.gif • http://www.kaushik.net/avinash/wp-content/uploads/2007/05/google_analytics_v2_new_returning_visitors.jpg
AND?
@vlauria #SNDataWorks
@vlauria #SNDataWorks
@vlauria #SNDataWorks
BIG DATA?
IMAGE FROM:
http://thumbnails.visually.netdna-cdn.com/landscape-
of-big-data_510ace3d9f9cc.jpg
@vlauria #SNDataWorks
@vlauria #SNDataWorks
Is it better to invest in someone who started a company in a mediocre year for returns and did well, or started one in a good year with mediocre results?
Graham Spencer, Google Ventures
WHERE TO FIND THE DATA?
@vlauria #SNDataWorks
@vlauria #SNDataWorks
@vlauria #SNDataWorks
@vlauria #SNDataWorks
@vlauria #SNDataWorks
@vlauria #SNDataWorks
USING DATA TO SUPPLEMENT THE INVESTOR’S
WORK
@vlauria #SNDataWorks
