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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Published June 27, 2017 at 600 × 800 in 7 Things I Learned from Lunch with Warren Buffett
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  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 6 Levels of Digital Competition
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  • Prince Alwaleed and Kingdom Holding
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  • Shein
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  • SMILE Marathon
  • SMILE Marathon: Ecosystem / Platform Orchestration and Participation
  • SMILE Marathon: Hyper-Scale and/or Hyper-Growth
  • SMILE Marathon: Machine Learning, AI Factories and Zero-Human Operations
  • SMILE Marathon: Rate of Learning and Adaptation
  • SMILE Marathon: Sustained Innovation
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  • Specialty
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  • Tiktok / Douyin
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  • Token economics
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  • Uncategorized
  • Uncertainty Investing Approaches
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  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
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  • Vipshop
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  • Warren Buffett / Berkshire Hathaway
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  • Who is Selling and Why? (Question 4)
  • Willingness to Pay and Consumer Surplus
  • Word of Mouth and Virality
  • Worst Case Scenario (Question 9)
  • Writing
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  • Youku Tudou
  • YouTube
  • YTO
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  • Zhaopin
  • Zhihu
  • ZhongAn Insurance
  • Zoom
  • ZTO

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