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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Photo Sep 25, 10 39 19 AM

Published September 25, 2017 at 1138 × 643 in Video Shows a Year in the Life of a China Shared Bicycle
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Categories

  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 6 Levels of Digital Competition
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  • ByteDance
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  • Carl Icahn / Icahn Enterprises
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  • Company Ecosystems
  • Company Quality, Industry, and Terrain (Ques 1-2)
  • Competitive Advantage
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  • Complementary Platforms
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  • Cost of Capital and Hurdle Rates
  • Cost, Timing and/or Difficulty of Entry
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  • DOB5: Leadership and Management
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  • Philip Fisher
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  • Pipeline Plus Platform Business Model
  • Pizza Hut / Yum!
  • Platform Business Models
  • Platform Types: Audience Builders
  • Platform Types: Coordination, Collaboration and Standardization
  • Platform Types: Innovation
  • Platform Types: Learning
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  • Platform Types: Marketplaces for Products and Services
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  • Platform-Protocol Hybrids / Web3
  • Points of control
  • Pop Mart
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  • Prince Alwaleed and Kingdom Holding
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  • Protocol Networks
  • Protocol Networks (blockchain) with property rights
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  • Rate of Learning and Process Cost Advantages
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  • Scale Disadvantages
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  • Searching Costs
  • Secoo
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  • Services
  • Seth Klarman / Baupost
  • SF Express
  • SFX
  • Share of the Consumer Mind
  • Shein
  • Singapore Press Holdings
  • Skillz
  • Smartphones
  • 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
  • Snowflake
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  • Specialty
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  • Starbucks
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  • Stone Company
  • Substitutes
  • Sun Art Retail
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  • Supply Demand Imbalance
  • Surplus Margin Leader
  • Switching Costs
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  • Tactics
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  • The Power of Cheap and Free
  • Theory of the Firm
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  • Tiktok / Douyin
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  • Token economics
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  • Toutiao
  • Turn-Arounds (Ques 4)
  • Tuya
  • Twitter
  • Uber
  • Uncategorized
  • Uncertainty Investing Approaches
  • Uniswap
  • Unity
  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
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  • Vipshop
  • Vulcan Materials
  • Wabco
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  • Walmart
  • Warren Buffett / Berkshire Hathaway
  • Waterdrop Insurance
  • Waze
  • Web3
  • WeChat
  • Wellsaidlabs
  • Whatsapp
  • Who is Selling and Why? (Question 4)
  • Willingness to Pay and Consumer Surplus
  • Word of Mouth and Virality
  • Worst Case Scenario (Question 9)
  • Writing
  • Xiaomi
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  • Yiren Digital
  • Youku Tudou
  • YouTube
  • YTO
  • Ze Delivery
  • Zhaopin
  • Zhihu
  • ZhongAn Insurance
  • Zoom
  • ZTO

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    • Alwaleed, Khaled and Mohammed Book
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