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.
In his insightful article, Jeffrey Towson outlines essential considerations for B2B tech strategy. He emphasizes the impact of digital transformation on businesses and highlights the unique role of a digital strategy consultant.
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.
In this episode, we dissect the three distinct electric vehicle (EV) business models of industry giants BYD, Xiaomi, and Tesla. We analyze how each company leverages its strengths to innovate and compete in the rapidly evolving EV market. Join us for a deep dive into the tech strategies that drive these companies forward.
Verisign, a significant Berkshire holding, operates the.com and.net domains, providing essential online identities for websites. As a digital strategy consultant, I see Verisign’s role in verifying identity during online transactions. Its moat lies in being an early mover in certifying online identity for webpages.
Facebook is a fascinating company that exemplifies many of the digital concepts we have discussed in this course. In this article, we will explore how Facebook leverages network effects, data, artificial intelligence, platforms, and ecosystems to create value and competitive advantage. We will also analyze Facebook’s challenges and opportunities in the evolving digital landscape.
Facebook Meta is not just one thing, but a collection of different products and services that work together to create a powerful tech ecosystem. In this podcast, Jeff Towson breaks down the four networks (Facebook, Instagram, WhatsApp, and Messenger) and two platforms (Oculus and Spark AR) that form the core of Meta’s strategy. He explains how each network and platform serves a different purpose, attracts a different audience, and generates a different revenue stream. He also analyzes the strengths and weaknesses of Meta’s approach, and what it means for the future of social media and augmented reality.
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.