Contact Me

 

4 thoughts on “Contact Me

  1. Kanat Rattnaniyompan

    July 10, 2020 at 2:47pm

    Hello Jeff,

    My name is Kanat from Bangkok. First of all , I have been listening your podcast for quite a while now and I think this is really good course. But I am wondering if you will ever talking about things such as how to make valuation in some company or how to evaluate total addressable market ?

    Thank you
    Kanat

  2. TUNEVIT

    April 6, 2021 at 8:42pm

    Hi Jeffrey

    I am a big fan of your chinese and asian stock kompetences, thanks !
    I guess you know:

    06-04-2021
    SoftBank makes $2.8bn automation investment. The Japanese conglomerate will take a 40% stake in Norwegian warehouse automation company AutoStore. The investment will give the robotics company an enterprise value of $7.7bn and will accelerate its continued global expansion, with a focus on Asia Pacific. THL will remain AutoStore’s majority shareholder.

    Best regards
    Tune Vitnes
    Twitter: @TuneVitnes

  3. Kurt Godsk Andersen

    October 26, 2021 at 4:49pm

    Hej Jeff

    Great pod you do.
    I guess you are an investor yourself.
    Even that you do all the disclaimers you are supposed to. You probably had this question before, but would you share your own portfolio with us?

    Vkr
    Kurt

    • jtowson

      October 26, 2021 at 5:50pm

      Thanks.
      My expertise is in digital strategy (business models, competitive strength, etc.). So I focus on that dimension of company and investment analysis. But I don’t talk about specific investments, as that is a bigger question and I am not a seasoned portfolio manager. I don’t release what I buy. But it’s nothing terribly interesting. Just long-term holding of high quality companies.

Leave a Reply