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 podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.
There is a lot of political uncertainty around China tech stocks these days. But this is not anything new. China and other rapidly developing economies always have greater uncertainties. And I think avoiding such uncertainties is not a great strategy. It’s better to learn to navigate them. The person that comes to mind for this […]
I recently wrote about Shein and how they are increasing on rate of learning (plus low prices). That article is here. And I characterized their rapid updating of their site (adding +1,000 new products per day) as “retail at the speed of algorithms”. However, there are other types of rate of learning. One is when […]