A podcast (and subscription newsletter) on the tech companies of China / Asia. Jeff’s Asia Tech Class offers:
-Deeper insights into the strategies of the tech giants of China / Asia. I help analysts see around the corner - both with tech giants and rising companies.
-See the big picture. Get a better understanding of Asia's digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?
-A unique view from on the ground of digital China / Asia.
Available at Jefftowson.com with a 30 day free trial.
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.
Economies of Scale and Switching Costs According to 7 Powers (64)
This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.His fundamental equation of value is:Value = M0*g*s*m...
4 Problems with Michael Porter's 5 Forces (63)
This week’s podcast is on the well-known 5 Forces framework by Michael Porter. I go through some of its limitations and where I think it works best.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Michael Porter's 5...
4 Problems with Hamilton Helmer’s 7 Powers (62)
This week’s podcast is on the well-known 7 Powers framework by Hamilton Helmer. I go through some of its limitations and where I think it works best.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Hamilton Helmer's...
What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (61)
This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Key question: What will drive Square's...
Tesla vs. Nio - And Why First Mover Advantage in Tech Can Suck. (60)
This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some effect on how you would value it going forward.You can listen to this podcast here or at iTunes, Google Podcasts and...
Message to Followers and Subscribers About the Course Going Forward
Hi everyone,After months of discussion with subscribers, I'm splitting the course into two more focused services. One service for tech investors.One service for those more interested in executive education in digital strategy. It turns out the audience...
Customer ReviewsSee All
Great podcast that teaches you how to think about business strategy
I love this podcast a lot!!! Very helpful to understand things happening in China
Great in depth analysis of tech in Asia
One of the best analysis podcast