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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Jeffrey Towson

Published February 14, 2019 at 1280 × 662 in What’s Next in New Retail? My Visit to the JD-Qumei Furniture Store in China. (1/2)
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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.
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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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  • China
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  • Cloud Services
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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
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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 Business Models
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  • Platform-Protocol Hybrids / Web3
  • Points of control
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  • Prince Alwaleed and Kingdom Holding
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  • Retail
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  • Roblox
  • Role of the State
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  • Sanborn Map Company
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  • Sea Limited / Garena / Shopee / SeaMoney
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  • Secoo
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  • Services
  • Seth Klarman / Baupost
  • SF Express
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  • 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
  • Snowflake
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  • Speaking
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  • Starbucks
  • Steam / Valve
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  • Sun Art Retail
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  • Supply Demand Imbalance
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  • Tencent
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  • Theory of the Firm
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  • Threat of New Entrants
  • Tiktok / Douyin
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  • Token economics
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  • Uncategorized
  • Uncertainty Investing Approaches
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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
  • 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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