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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Published September 18, 2017 at 2343 × 1833 in Meituan’s IPO and How Food Delivery Symbolizes 3 Big China Internet Trends
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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
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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)
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  • Company Quality, Industry, and Terrain (Ques 1-2)
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  • 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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  • DOB5: Leadership and Management
  • DOB6: People Culture and Teams
  • DOB7: Sustainable Cash Engine that Scales
  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
  • Ecommerce: Interactive and Engagement-Focused
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  • Economies of Scale and Scope
  • Ecosystem Orchestrator CF2
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  • Logistics
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  • Pizza Hut / Yum!
  • Platform Business Models
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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
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  • Token economics
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  • Uncategorized
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  • Valuation (Question 3)
  • Value creation vs distribution
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  • Vanke
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  • Wellsaidlabs
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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
  • Ze Delivery
  • Zhaopin
  • Zhihu
  • ZhongAn Insurance
  • Zoom
  • ZTO

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