264 Episoade

  1. Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)

    Publicat: 12.10.2021

  2. Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)

    Publicat: 04.10.2021

  3. Why DCF Sucks for Digital Valuation. (101)

    Publicat: 28.09.2021

  4. How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)

    Publicat: 19.09.2021

  5. More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)

    Publicat: 12.09.2021

  6. Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)

    Publicat: 06.09.2021

  7. Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)

    Publicat: 29.08.2021

  8. What Worries Me About Alibaba Long-Term (96)

    Publicat: 22.08.2021

  9. 4 Reasons Why Didi and Ctrip Should Merge (95)

    Publicat: 15.08.2021

  10. China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)

    Publicat: 09.08.2021

  11. How to Profit from Politics in China Tech (93)

    Publicat: 04.08.2021

  12. How to Assess Political Risk in China Tech (92)

    Publicat: 26.07.2021

  13. Lessons from Warren Buffett on Compounding and Competitive Advantage (91)

    Publicat: 20.07.2021

  14. Can Dingdong Win in Groceries and Specialty Ecommerce? (90)

    Publicat: 13.07.2021

  15. Truck Alliance’s Fight to Build Complicated Network Effects (89)

    Publicat: 05.07.2021

  16. Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)

    Publicat: 29.06.2021

  17. Why Didi is Dominant But Still Unprofitable (87)

    Publicat: 21.06.2021

  18. Ant Financial and the 3 Types of Network Effects (86)

    Publicat: 16.06.2021

  19. Switching Costs, Wabco and Buffett's Critical Companies (85)

    Publicat: 07.06.2021

  20. JD Logistics vs. DHL in Smart, IOT Logistics (84)

    Publicat: 03.06.2021

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A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Best practices and lessons in important digital concepts.Lots more information available at Jefftowson.com and techmoatconsulting.comTo marketers, I do not have podcast guests. This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.

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