Making Data-Driven Investment Decisions
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GGV's founding partner, Vinnie Lauria, on using data (big and small) to make better investment decisions. Presented at Smart Nation 2014 in Singapore.
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Making Data-Driven Investment Decisions
- 1. MAKING DATA-DRIVEN INVESTMENT DECISIONS @vlauria 29 OCTOBER 2014
- 2. More people live inside the yellow circle than outside it IMAGE FROM: http://www.slideshare.net/vihybrid/southeast-asia-whyyoushouldpayattentionnow? related=1 @vlauria #SNDataWorks
- 3. FAST GROWING ECONOMIES ASEAN is one of the largest economic zones in the world; grown rapidly and relatively stable since 2000 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 deflator Deals United States 16. 8 China 10 Russia 4.2 Japan 243 India 7.0 Communi cations 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 Communi ty 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 -0.6 Source: IHS, International Monetary Fund, World Economic Outlook; McKinsey Global Institute analysis @vlauria #SNDataWorks
- 4. HOT SOUTH EAST ASIAN MARKETS Country Population GDP growth Indonesia 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% 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 OVER BILLION PEOPLE 650,000 NEW INTERNET USERS EACH 0.5 @vlauria #SNDataWorks
- 5. SOCIALLY ENGAGED ON MOBILE 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) @vlauria #SNDataWorks
- 6. Was it in the data? @vlauria #SNDataWorks
- 8. 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
- 11. BIG DATA? IMAGE FROM: http://thumbnails.visually.netdna-cdn.com/landscape-of- big-data_510ace3d9f9cc.jpg @vlauria #SNDataWorks
- 12. 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 @vlauria #SNDataWorks
- 13. WHERE TO FIND THE DATA? @vlauria #SNDataWorks
- 22. USING DATA TO SUPPLEMENT THE INVESTOR’S WORK @vlauria #SNDataWorks
- 23. Thank you! Pitch us with your data bigdata@goldengate.vc @vlauria