Lessons in Competitive Advantage from Warren Buffett’s Omaha Businesses: Oriental Trading Company (Tech Strategy – Daily Article)

In Part 1 and Part 2, I went through Borsheims jewelry and Nebraska Furniture Mart. Both are good examples of retailers with somewhat similar consumer offerings. They both offer: Quality physical products that consumers want to see in person before buying. The largest selection of these products in town. Low prices (i.e., value positioning). And […]

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Lessons in Competitive Advantage from Warren Buffett’s Omaha Businesses: Nebraska Furniture Mart (Tech Strategy – Daily Article)

In Part 1, I went through Borsheims, Buffett’s jewelry retailer in Omaha. It has historically had a very strong business model, although this may be changing. And his jewelry business has a lot of interesting parallels to his biggest retail business, Nebraska Furniture Mart. Company 2: Nebraska Furniture Mart (NFM) I was in Omaha with […]

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Compelling Digital Business Models by Walgreens and Ping An Good Doctor (Tech Strategy – Podcast 132)

This discussion centers on the innovative digital business models developed by Walgreens and Ping An Good Doctor in the healthcare sector. These industry leaders have embraced digital transformation to establish new, compelling business models, each unique in its approach. The analysis will delve into three key areas: the economies of scale and scope, digital superpowers that lend competitive advantage, and the role of AI as a capability and potential learning platform.

What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)

Amazon can learn a lot from Alibaba and Pinduoduo in terms of how to improve its consumer experience. Alibaba has integrated its ecommerce products with entertainment, payment, credit, and wealth management products, while Pinduoduo has focused on social commerce and group buying. Amazon could benefit from adopting some of these strategies in order to stay ahead of the competition.

ANE Logistics and 3 Types of Economies of Scale in Physical Networks (3 of 3)(Asia Tech Strategy – Daily Article)

In Part 1, I laid out how to think about physical networks. For logistics, that means lots of warehouses and trucks doing various routes between them. In Part 2, I talked about one of the big competitive advantages of logistics networks, which is network effects. Note: These are significantly different than the network effects we […]

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