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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Published November 11, 2019 at 1920 × 2560 in How Alibaba Singles’ Day Is Changing E-Commerce Everywhere
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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
  • Adobe Inc.
  • Africa
  • AI – Cheap and Fast Prediction
  • AI Service Business Model
  • Airbnb
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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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  • Composability
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  • Computer Vision
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  • Coordination and Transaction Costs
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  • Cost of Capital and Hurdle Rates
  • Cost, Timing and/or Difficulty of Entry
  • Costco
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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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  • Platform Types: Audience Builders
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  • Sea Limited / Garena / Shopee / SeaMoney
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  • Searching Costs
  • Secoo
  • SenseTime
  • Services
  • Seth Klarman / Baupost
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  • Share of the Consumer Mind
  • Shein
  • Singapore Press Holdings
  • Skillz
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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
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  • Speaking
  • Specialty
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  • Supply Demand Imbalance
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  • Tencent
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  • Tiktok / Douyin
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  • Topsport
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  • Turn-Arounds (Ques 4)
  • Tuya
  • Twitter
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  • Uncategorized
  • Uncertainty Investing Approaches
  • Uniswap
  • Unity
  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
  • Versioning and Pricing
  • Vipshop
  • Vulcan Materials
  • Wabco
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  • Warren Buffett / Berkshire Hathaway
  • Waterdrop Insurance
  • Waze
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  • 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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