An Intro to ANE Logistics and Franchised Physical Networks (110)
This week’s podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in Chi...
Jeff's Asia Tech Class
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Executive education in China’s tech leaders and on the strategies and tactics of Asian digital combat. Jeff’s Asia Tech Class offers:-A weekly lecture you can listen to as a podcast at the gym or in the car or wherever.-A weekly article with more in-depth material.-2-3 weekly updates on what’s happening digital China / Asia.Available at jefftowson.com with a 30 day free trial.
Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)
This week’s podcast is Brazilian Stone Company (STNE), the Berkshire Hathaway-invested payment platform that has fallen in share price by +80%.You can...
Tuya and How to Predict the Winners in Specialty Enterprise (108)
This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example o...
7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)
This week’s podcast is about Alibaba and Singles' Day. Just my thoughts on what really matters.You can listen to this podcast here or at iTunes a...
Snowflake, Tuya and the Fight for Dominant Design in Cloud (106)
This week’s podcast is more about Snowflake, the “data ecosystem” company. And how multiple companies are competing to create the standards and archit...
What Everyone is Getting Wrong About Snowflake (105)
This week’s podcast is about Snowflake, the "data ecosystem" company. It is one of the most compelling digital business models out there. It is one of...
Core vs. Adjacency Growth in Digital Businesses (104)
This week’s podcast is about core vs. adjacency growth. This is a good framework for thinking about growth in digital businesses'.You can listen ...
Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)
This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a di...
Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)
This week’s podcast is about growth and how it relates to value and valuation. ROIC vs. RONIC is an important part of separating past and continuing v...
Why DCF Sucks for Digital Valuation. (101)
This week’s podcast is about how to apply DCF in valuations of digital companies.You can listen to this podcast here or at iTunes and Google Podcasts....