The Dutch Investors

New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson

The Dutch Investors Episode 49

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:

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

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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.