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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Jeffrey Towson Berkshire Hathaway 2019

Published May 9, 2019 at 1119 × 626 in Appearance – US-China Investor Forum at Berkshire Hathaway 2019 (Yahoo Finance)
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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)
  • Adaptation and Resilience
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  • Carl Icahn / Icahn Enterprises
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  • Central Group
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  • Pipeline Plus Platform Business Model
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  • Platform Types: Audience Builders
  • Platform Types: Coordination, Collaboration and Standardization
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  • Scale Advantages and Disadvantages
  • Scale Disadvantages
  • Scarce or Cornered Resource
  • Sea Limited / Garena / Shopee / SeaMoney
  • Search Engines
  • Searching Costs
  • Secoo
  • SenseTime
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  • Seth Klarman / Baupost
  • SF Express
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  • Share of the Consumer Mind
  • 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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  • Specialty
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  • Tactics
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  • Turn-Arounds (Ques 4)
  • Tuya
  • Twitter
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  • Uncategorized
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  • Unity
  • Valuation (Question 3)
  • Value creation vs distribution
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  • Vanke
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  • Vulcan Materials
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  • 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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