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:
- Moats and Marathons
- The One Hour China Book
- What Would Ben Graham Do Now?
(There are no affiliate or sponsor links above)
Support the show
You can also find us on:
Become a TDI-member!
- A new company deep-dive every 14 days!
- Available as podcast and written report
- Exclusive TDI-member community
- 24/7 live access to our personal portfolio's
- Updates on all our buys & sells
- Exclusive monthly newsletter
- Exclusive industry reports & articles
- Early access to interviews
- All future updates and features!
We are 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.
