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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Published June 24, 2016 at 800 × 645 in 2 Charts Show How Carlsberg Beer Failed – And Then Won Big in China
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  • 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
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  • Baidu
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  • ByteDance
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  • Capabilities
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  • Carl Icahn / Icahn Enterprises
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  • Company Quality, Industry, and Terrain (Ques 1-2)
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  • Cost, Timing and/or Difficulty of Entry
  • Costco
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  • DOB7: Sustainable Cash Engine that Scales
  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
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  • Economies of Scale and Scope
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  • Platform Types: Audience Builders
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  • Platform Types: Marketplaces for Products and Services
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  • Prince Alwaleed and Kingdom Holding
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  • Seth Klarman / Baupost
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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
  • Snowflake
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  • Tiktok / Douyin
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  • Token economics
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  • Topsport
  • 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
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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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