Episode Details

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech companies.

We talk about:

• How Chinese companies are changing
• The need for speed
• Dynamic vs. static moats
• China's innovation
• The power of AI
• The difference between moats and barriers to entry

For more information on Jeffrey Towson:

• Website: jefftowson.com
• LinkedIn
• X
• Podcast: Tech Strategy Podcast
• Books:

1. Moats and Marathons
2. The One Hour China Book
3. What Would Ben Graham Do Now?

(There are no affiliate or sponsor links above)

Support the show

Try our all-in-one investing terminal!

Research. Track. Compound. Your complete fundamental toolkit.

1. A new company deep dive every 14 days!
2. Professional investing tools
3. Live company financials and KPIs
4. Exclusive TDI-member community
5. 24/7 live access to our personal portfolio's
6. All our buys & sells
7. And much more!

➡️ www.TDI-Terminal.com

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

🎁 Proud partners of PDT. Save 15% on any PDT plan! 

🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan!

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.