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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Published May 31, 2017 at 511 × 293 in Expedia’s Painful Lessons in Money Wars and Other China Tactics. Plus Morgan Stanley.
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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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  • DOB5: Leadership and Management
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  • Dominant Design and Architectural vs. Component Innovation
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  • Haier
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  • Pipeline Plus Platform Business Model
  • Pizza Hut / Yum!
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  • Platform Types: Audience Builders
  • Platform Types: Coordination, Collaboration and Standardization
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  • Platform Types: Learning
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  • Platform Types: Payment
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  • Scarce or Cornered Resource
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  • Search Engines
  • Searching Costs
  • Secoo
  • SenseTime
  • Services
  • Seth Klarman / Baupost
  • SF Express
  • SFX
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  • Shein
  • Singapore Press Holdings
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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
  • Snowflake
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  • Speaking
  • Specialty
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  • Starbucks
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  • Substitutes
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  • Surplus Margin Leader
  • Switching Costs
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  • Tech and IP Cost and Supply Advantages
  • Tencent
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  • Tesla
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  • Theory of the Firm
  • Thomas Russo
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  • Turn-Arounds (Ques 4)
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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
  • 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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