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.
Category Archives: Activist Investing (Ques 5)
Waze, Google Maps and How Warren Buffett Made 50% on Sanborn Map Company (Tech Strategy)
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.
Carl Icahn, Mario Gabelli and Catalysts-Activists that Drive Digital Value (Tech Strategy – Daily Article)
In this article, Jeffrey Towson discusses the role of activists and catalysts in driving digital value. He argues that these investors can help to improve corporate governance, unlock shareholder value, and drive innovation. Towson provides examples of how activists have successfully used their influence to improve the performance of digital businesses in Asia.