The Tech Strategy Podcast

Jeffrey Towson

A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.

Tech Strategy offers:

-Deep dives into the strategies and business models of leading tech companies.

-Lessons on important digital concepts.

Lots more information available at Jefftowson.com and techmoatconsulting.com

To 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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Episodes

Mastering Tech Investing: 4 Lessons from Constellation Software (213)
2d ago
Mastering Tech Investing: 4 Lessons from Constellation Software (213)
This week’s podcast is about Constellation Software. And their approach to software investing.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” companies. Here’s what they say.Exceptional businessesMid-to-large vertical market software businesses. With greater than $1M EBITDA.Consistent earnings and growth. Constellation has a good equation for this:EBITDA/Revenue + Revenue Growth = 20%Experienced and committed management.Good businesses#1 or 2 in a niche vertical marketRevenue over $5MHundreds or thousands of customers“Unimposing” competitorsConstellation is an interesting company to follow if you invest in tech companies. Just follow their transactions. They do lots of them and you can learn a lot.Cheers, Jeff-------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the Show.
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
Jul 3 2024
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't.Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology.After years of struggle as a small ecommerce site, Alex pivoted to beauty and skin care products in 2019. And then grew rapidly to $10M in revenue in ten months. And within 3 years, Depology had grown to $20M in sales.That's awesome. I talked with Alex about how they did it. What growth tactics worked? Which didn't?It was a fun discussion with quite a few valuable lessons. Plus, it's great to see a former MBA student of mine doing so well.----------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the Show.
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
Dec 28 2023
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Key points:Point 1: Operating performance and structural advantage are separate parts of strategy and management.Point 2: But they are also linked. By a select list of capabilities, resources, and assets (CRAs)Point 3: Operating activities create and maintain CRAs, which can be tangible and intangible.Point 4: Sometimes CRAs can manifest as competitive advantages and barriers to entry.Point 5: CEOs need to identify moats. And then chart a path of critical CRAs to build and rebuild them.McKinsey’s Framework for Intangible AssetsInnovation / Creative Assets. Digital and Analytics Assets. Human and Relational Assets. This has two sub-types. This is any time, effort or money spent on:Building individual or organizational skills through training within an organization. Building ecosystems and networks external the organization is also important. Brand Assets. ——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the Show.
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
Dec 27 2023
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here are the four pillars:Pillar 1: Baidu AI Cloud Is an Innovation Platform Pushing to Reach Critical MassPillar 2: Baidu AI Cloud Is Also Moving to Become a Technology Standard Deeper in the AI Tech StackPillar 3: Baidu’s AI-Focused Cloud Has 2 Advantages Over Other Innovation PlatformsPillar 4: Baidu's AI Cloud Is a Flywheel in Industry-Specific Intelligence ------------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the Show.