In Part 1, I argued there are four strategy questions for ARM: Will they continue to benefit from a secular trend? Is their tailwind continuing? What is the state of their core product and growth engine? What are the competitive strengths of their business model? Are they changing? Are there external CGT factors that will […]
In this podcast, we explore the four digital concepts that are powering ARM Holdings’ tech strategy. We explain how these concepts are helping ARM to stay ahead of the competition and what other companies can learn from them. If you’re interested in learning more about digital strategy and how it can help your business, then this article is for you.
I recently visited Baidu’s headquarters in Beijing. It was an interesting visit and I learned a lot. Here are my three big takeaways.
Jeff Towson, a tech strategist and author, visited ByteDance’s TikTok headquarters in China.
He learned 3 important strategy lessons from his visit that can help businesses of all sizes succeed in the digital age.
Grab, Gojek and especially Shopee are really getting international attention now. As I’m writing this, Sea Ltd is at +$125B market capitalization. SE Asia has really arrived as a tech market. The investor who always comes to my mind when I think about these companies and SE Asia is Tom Russo. He has been investing […]
In this podcast, Jeffrey Towson discusses the concept of “criticality” as a type of switching cost. He specifically talks about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. Wabco is a supplier of braking systems for trucks and buses, and its products are critical to the operation of these vehicles. As a result, customers are reluctant to switch to other suppliers, even if Wabco’s prices are higher. This gives Wabco a strong competitive advantage.
Sea Limited is rocking and rolling. Jumping from gaming to ecommerce. Then to payment and financial services. And now to Mexico. There is a growing public consensus that the Sea management team is extraordinarily effective. That’s cool. But it would have been much better to know that two years ago, when the stock was much […]
In this episode of the Asia Tech Strategy podcast, Jeffrey Towson shares his 9 investment questions. These questions can help you evaluate companies for investment by assessing their competitive strengths, market size, and management team. Towson also discusses the importance of building digital moats, which are sustainable competitive advantages that make it difficult for competitors to imitate.
I like the saying that winning in digital B2C is like catching lightning in a bottle. But winning in digital B2B is more like mining. The former happens really fast but is difficult to predict. The latter is slower but pretty reliable when you’re in the right spot. You just keep digging away over time. […]
In this podcast, Jeffrey Towson discusses the three effects of network effects, and how they can be used to create a competitive advantage. He also talks about So-Young, a Chinese marketplace for beauty services, and how it is using network effects to grow its business.