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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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466C97CC-14DC-4B45-AA00-8C8A2AFBC32D

Published October 30, 2018 at 1500 × 1000 in Talk in Zhuhai – 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)
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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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  • Central Group
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  • Cheah Cheng Hye / Value Partners
  • China
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  • China Literature
  • Cloud Services
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  • Company Ecosystems
  • Company Quality, Industry, and Terrain (Ques 1-2)
  • Competitive Advantage
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  • Cost of Capital and Hurdle Rates
  • Cost, Timing and/or Difficulty of Entry
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  • DOB3: Digital Core for Management and Operations
  • DOB4: Connectedness Interoperability and Collaboration Based Business Models
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  • DOB6: People Culture and Teams
  • DOB7: Sustainable Cash Engine that Scales
  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
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  • Ecosystem Orchestrator CF2
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  • Haier
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  • Pizza Hut / Yum!
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  • Platform Types: Audience Builders
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  • Platform Types: Learning
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  • Platform Types: Marketplaces for Products and Services
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  • Revenue Scale and Growth
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  • Scale Disadvantages
  • Scarce or Cornered Resource
  • Sea Limited / Garena / Shopee / SeaMoney
  • Search Engines
  • Searching Costs
  • Secoo
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  • SenseTime
  • Services
  • Seth Klarman / Baupost
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  • Shein
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  • 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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  • Synthesia
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  • Tactics
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  • Tencent
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  • Turn-Arounds (Ques 4)
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  • Uncategorized
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  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
  • Versioning and Pricing
  • Vipshop
  • Vulcan Materials
  • Wabco
  • Walgreens
  • Walmart
  • Wanda
  • 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
  • Xunxi
  • 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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