Warren Buffett’s investments in Sanborn Map and Dempster Mills may seem counterintuitive, but they reveal a clever digital transformation strategy. As digital strategy consultant Jeffrey Towson explains, these investments demonstrate Berkshire Hathaway’s willingness to adapt and innovate in the face of technological disruption. By embracing digital change, Buffett’s companies have managed to stay relevant and thrive in a rapidly evolving business landscape.
In this Tech Strategy Podcast, we dissect Constellation Software’s remarkable investment strategy. Digital strategy consultant Jeffrey Towson reveals valuable lessons for investing in software businesses navigating the ever-evolving tech landscape.
Constellation Software, a successful investor in the tech industry, provides valuable lessons for other investors. Their strategic approach emphasizes acquisitions, vertical markets, and long-term value creation. Jeffrey Towson, a digital strategy consultant, details 5 lessons from Constellation’s approach.
This article by digital strategy consultant Jeffrey Towson dives into the evolving business models of mapping companies. It explores what mapping companies are and provides three prime examples: Sanborn Maps, Waze and Google Maps. However, the article also touches upon the challenges faced by mapping companies in the digital age, suggesting a need for a strong digital transformation strategy.
Oriental Trading Company is a successful business that has been around for over 50 years. And has now become a clever specialty ecommerce business. Digital strategy consultant Jeffrey Towson summarizes what he learned on his visit.
The company focuses on quality products, low prices, and a large selection.
Nebraska Furniture Mart (NFM) is one of Warren Buffett’s largest retail ventures. Its strong business model and consumer offerings provide valuable lessons in competitive advantage. Additionally, NFM’s strategic location in Omaha contributes to its success.
This article dives into the world of Warren Buffett’s Omaha businesses, exploring the secrets to their competitive advantage. By visiting these businesses, the author uncovers valuable insights into Buffett’s investment philosophy and the factors that contribute to a company’s long-term success. The article highlights the importance of competitive advantage in Buffett’s business selection process, emphasizing that every business he acquires possesses a unique edge in its respective market.
Several years ago, I took some Peking University students for a Q&A with Warren Buffett in Omaha (see write-up here). And one of the most interesting parts of the visit was his comments on how to be a better person. And on the importance of becoming the best version of yourself. I thought I would […]
I have mentioned a few times on the podcast that I use a one page sheet to do an initial estimate for valuation. I got asked about that today so I thought I would send it out. However… I am not a hedge fund or other such analyst. I do not spend my days updating […]
In this podcast, Jeffrey Towson discusses lessons from Warren Buffett on compounding and competitive advantage. He shares insights on how to build businesses that can grow over time, and how to identify companies with sustainable competitive advantages.