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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Tag Archives: Gaming

Epic Games, Apple and Ecosystem Competition (Tech Strategy – Daily Article)

We are a couple of years into the epic (pun intended) fight between Apple and Epic Games over the App Store. This is really the biggest tech fight we have seen in tech in a decade. For example: Apple doubles down in fight with Fortnite creator Epic Games, seeks damages for breach of contract (CNBC) […]

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How to Assess the Growth of Sea Limited / Shopee / Garena (Asia Tech Strategy – Daily Article)

In the past 3-4 months, Sea Limited stock price has fallen from $350 to $90 per share. That is interesting. The business model is as formidable as ever. It benefits from compelling long-term consumer spending growth trends in both SE Asia and Latin America. And, unlike Alibaba, Sea Limited is in +9 countries and is […]

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How I Underestimated the Growth of Bilibili (Asia Tech Strategy – Daily Lesson / Update)

I first went through the financials of Bilibili in 2018, shortly after it went public. It was a very interesting company because of its rapidly growing usage. But I thought it was basically a weird niche version of YouTube. It had lots of quirky videos about anime, comics and gaming. It had pioneered bullet chat. […]

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Is NetEase a Buying Opportunity in the Tech Crackdown? (Asia Tech Strategy – Daily Lesson / Update)

Legendary emerging markets investor Mark Mobius commented that the China “crackdown” on big tech is likely going to help some smaller digital companies. Those that have long been at a disadvantage to China’s tech giants. They may now have air cover from the government. If nothing else, the giants will be far more hesitant to […]

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Skillz vs. Electronic Arts: The Rise of Digital Sin Stocks. (Tech Strategy – Podcast 88)

This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming – especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go? You can listen to […]

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How Epic Games and Game Engines Are Disrupting Media / Entertainment. (Asia Tech Strategy – Daily Lesson / Update)

The following link is to a 6 Part Primer for Epic Games by Michael Ball. Michael is a highly regarded thinker on US media and entertainment. And media is a space that tends to change quickly with digital. I encourage you to read this. You might have noticed Epic Games in the news lately: They […]

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Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (Jeff’s Asia Tech Class – Podcast 29)

  In this class, I talk about Shopee (ecommerce) and Garena (online gaming) in SE Asia – and the complementary platform businesses Sea Limited is building. You can listen here or at iTunes, Google Podcasts and Himalaya. The previous articles and books I cite are: Platform Revolution (book) This is part of Learning Goals: Level […]

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Categories

  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 7 Powers
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  • Activist Investing (Ques 5)
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  • Adobe Inc.
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  • Airbnb
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  • Uncategorized
  • Uncertainty Investing Approaches
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  • Valuation (Question 3)
  • Value Point / Surgical Value Add (Question 7)
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  • Wabco
  • Walmart
  • Warren Buffett / Berkshire Hathaway
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  • Web 3.0
  • WeChat
  • Who is Selling and Why? (Question 4)
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  • Worst Case Scenario (Question 9)
  • Writing
  • Xiaomi
  • Xunxi
  • Yiren Digital
  • Youku Tudou
  • YTO
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  • Zoom
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