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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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C17E10A4-8FE9-4150-BE58-97E5E6B3BD48

Published December 5, 2018 at 2560 × 1707 in Talk – Lessons from the Frontier of Digital China (Singapore, 2018)
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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)
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  • Carl Icahn / Icahn Enterprises
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  • DOB7: Sustainable Cash Engine that Scales
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  • Ecommerce
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  • Fedex
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  • Five Forces
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  • Fiverr
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  • Growth: Core vs. Adjacency
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  • Haier
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  • Network Effect: Critical Mass and Chicken and Egg
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  • Revenue Scale and Growth
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  • Role of the State
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  • Scale Advantages and Disadvantages
  • Scale Disadvantages
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  • Sea Limited / Garena / Shopee / SeaMoney
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  • Searching Costs
  • Secoo
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  • Seth Klarman / Baupost
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  • SMILE Marathon: Hyper-Scale and/or Hyper-Growth
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  • SMILE Marathon: Sustained Innovation
  • Snowflake
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  • Specialty
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  • Tactics
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  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
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  • 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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