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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Jeffrey Towson.Brazil.5.2018

Published March 29, 2018 at 2048 × 1363 in Speaking Event – Sao Paolo March 21, 2018
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Categories

  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 6 Levels of Digital Competition
  • 7 Powers
  • 9 Questions
  • 99
  • AB InBev
  • Access vs. Owner Businesses
  • Activist Investing (Ques 5)
  • Adaptation and Resilience
  • Adobe Inc.
  • Africa
  • AI – Cheap and Fast Prediction
  • AI Service Business Model
  • Airbnb
  • AIVA
  • Alibaba
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  • Baidu
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  • Bargaining Power with Suppliers / Purchasing Economies
  • Barnes and Noble
  • Barriers to Entry and Soft Advantages
  • Belle
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  • Bird in Hand vs. Bush
  • Bitcoin
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  • Bluegogo
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  • Boss Zhipin / Kanzhun
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  • ByteDance
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  • Capabilities
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  • Carl Icahn / Icahn Enterprises
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  • Catalysts (Ques 5)
  • Central Group
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  • Cheah Cheng Hye / Value Partners
  • China
  • China Digital Consumer Network
  • China Literature
  • Cloud Services
  • Cocos
  • Coinbase
  • Combinatorial Innovation
  • Common Pricing Strategies
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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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  • Composability
  • Compounding
  • Computer Vision
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  • Confluent
  • Consumer Packaged Goods (CPG)
  • Coordination and Transaction Costs
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  • Cost of Capital and Hurdle Rates
  • Cost, Timing and/or Difficulty of Entry
  • Costco
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  • DOB3: Digital Core for Management and Operations
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  • DOB5: Leadership and Management
  • DOB6: People Culture and Teams
  • DOB7: Sustainable Cash Engine that Scales
  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
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  • Economies of Scale and Scope
  • Ecosystem Orchestrator CF2
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  • Facebook Meta
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  • Network Effects
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  • Philip Fisher
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  • Platform Business Models
  • Platform Types: Audience Builders
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  • Prince Alwaleed and Kingdom Holding
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  • Scale Disadvantages
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  • Sea Limited / Garena / Shopee / SeaMoney
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  • Searching Costs
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  • 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
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  • Speaking
  • Specialty
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  • Supply Demand Imbalance
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  • Taco Bell / Yum!
  • Tactics
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  • Tencent
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  • Thomas Russo
  • Threat of New Entrants
  • Tiktok / Douyin
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  • Token economics
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  • Tuya
  • Twitter
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  • Uncategorized
  • Uncertainty Investing Approaches
  • Uniswap
  • Unity
  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
  • Versioning and Pricing
  • Vipshop
  • Vulcan Materials
  • Wabco
  • Walgreens
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  • Warren Buffett / Berkshire Hathaway
  • Waterdrop Insurance
  • Waze
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  • 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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