Best Jeffrey Towson Podcasts (2025)

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Master These 4 Topics to Win in Digital (264) 33:55

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2d ago33:55

33:55

This week’s podcast is a summary of my approach to digital strategy. 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 our Tech Tours. The two key strategy questions are: Where to play? How to win? The four …

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Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs 1:17:29

5d ago1:17:29

1:17:29

Become a TDI-member! Use code: GIFT50 on checkout for 50% discount (for life!) -- Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own…

1
How to Build an Agentic AI Operating Model (263) 42:10

8d ago42:10

42:10

This week’s podcast is a plan for building an Agentic AI operating model. 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 our Tech Tours. Here are the mentioned articles. A lot of this thinking is from the…

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Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics 1:00:15

12d ago1:00:15

1:00:15

In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of the most unique niche businesses in the market. Paul shares insights from his deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how it…

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3 TDI Stock Ideas | Rentokil, Acomo and PAR | Ep. 1 13:49

17d ago13:49

13:49

A brand-new format: TDI Stock Ideas, to expand your investing universe. Each of these companies passes many of our pre-screening quality criteria. They're also businesses we haven't done a deep dive on (yet). In this episode of The Dutch Investors, we share three fresh stock ideas that caught our attention: Rentokil, Acomo, and PAR Technology. From…

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From caveman to capitalism | An (im)perfect system 16:05

19d ago16:05

16:05

In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with strangers across the world. Along the way, we talk about capitalism: the imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it …

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My Take-Aways from the Tencent AI Cloud Summit (262) 34:39

23d ago34:39

34:39

This week’s podcast is a summary of my visit to the Tencent Cloud Data Ecosystem Summit in Shenzhen. 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 our Tech Tours. -------- I am a consultant and keynote s…

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Palantir decoded | AI king or selling smoke? w/ Type-F Capital 1:33:16

26d ago1:33:16

1:33:16

In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maxi…

1
New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson 1:45:54

1M ago1:45:54

1:45:54

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…

1
My Playbook for Data-Empowered Operations (261) 33:31

1M ago33:31

33:31

This week’s podcast is a quick summary of how to use data in operations. 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 our Tech Tours. Here is my data playbook. Sell data as a product. Or part of the pro…

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Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell 34:05

1M ago34:05

34:05

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. In this episode, we share some insights about the Adyen's …

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Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260) 52:30

1M ago52:30

52:30

This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real. 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 li…

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Serial acquirers & holding companies w/ Michael Gielkens 1:21:05

2M ago1:21:05

1:21:05

We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies. Some of the topics we cover in this episode: What sets serial acquirers and holding comp…

1
My Playbook for Digital Growth (259) 47:08

2M ago47:08

47:08

This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves. 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 our Tech Tou…

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The AI-bubble 🫧 14:25

2M ago14:25

14:25

We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source: 1. (Dutch) VPRO Tegenlicht w/ Andy Xie 2. (English) Clarke and Dawe - Quantitative Easing You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch In…

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Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258) 42:28

2M ago42:28

42:28

This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied. 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 our Tech Tours. Here are the 4 ps…

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Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing 47:36

2M ago47:36

47:36

In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a lon…

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4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257) 45:54

2M ago45:54

45:54

This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy". 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 Consulti…

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Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel 1:12:36

2M ago1:12:36

1:12:36

In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" fram…

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LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing 1:22:43

2M ago1:22:43

1:22:43

As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In t…

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Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256) 42:21

3M ago42:21

42:21

This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook. 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 li…

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The shared playbook of LVMH and Constellation Software 10:33

3M ago10:33

10:33

At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. You can also find …

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Quality investing, optionality and conviction | Interview w/ Ryan Henderson 1:06:58

3M ago1:06:58

1:06:58

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing. Here’s what we talk about in this episode: Quality investing Pros and cons of running a fund How to spot compounders The role of ethics…

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Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255) 52:34

3M ago52:34

52:34

This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo. 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 our Tech Tours. Interaction / engageme…

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Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital 1:05:46

3M ago1:05:46

1:05:46

What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mind…

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3 Lessons from My Visit to Tencent AI Cloud (254) 38:55

3M ago38:55

38:55

This week’s podcast is about my visit to Tencent AI Cloud in Beijing. 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 our Tech Tours. My are my 3 take-aways: Take-Away 1: Tencent Cloud is Doing “Fast-Follo…

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6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies 19:46

3M ago19:46

19:46

From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMH Mo-Bruk Games Workshop Portillo's Hims & Hers Health Microsoft Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can …

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The multibagger playbook | Interview w/ 100-bagger hunting | Part 2 50:58

3M ago50:58

50:58

In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research. We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geogra…

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How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253) 42:07

4M ago42:07

42:07

This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018. 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 our Tech Tours. My summary of the Alibaba Manageme…

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The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism 8:32

4M ago8:32

8:32

Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places. It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people, and ourselves. What does it have to do with investing? More than you might think. You can also find us on: X ⁠…

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The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1 1:06:12

4M ago1:06:12

1:06:12

In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing investments. Kevin shares how his engineering background led him to embrace the complexity of markets, why he believes most investors overlook multibaggers. We explore how to develop t…

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How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252) 48:27

4M ago48:27

48:27

This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps. 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 our Tech Tours. Here is the Amap case study. My summary of the Al…

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Investing in Asian equities and markets | Interview w/ The Asia Economist 1:22:51

4M ago1:22:51

1:22:51

In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out. We cover a wide range of topics, from shifting global dynamics to over…

1
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251) 46:46

4M ago46:46

46:46

This week’s podcast is about scale advantages. Which are different than economies of scale. 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 our Tech Tours. 5 Things People Get Wrong about Scale Advantages,…

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Mental models every investor should know | Causation vs Correlation | Part 3 10:21

4M ago10:21

10:21

Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely. In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns is…

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3 Mental models for investors 24:05

4M ago24:05

24:05

Welcome back to The Dutch Investors Podcast. If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most …

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Strategies for Fragmented (and Other Highly Competitive) Industries (250) 44:52

4M ago44:52

44:52

This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject. 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. H…

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Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments 56:40

5M ago56:40

56:40

In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany, We delve into: The origins and philosophy of Heavy Moat Investments Defining a quality company How to identify a durable competitive advantage Signs of great capital allocators His research process Ap…

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3 Take-Aways from My Visit to Tencent (249) 34:48

5M ago34:48

34:48

This week’s podcast is about my visits to Tencent. Which is becoming much more about AI. 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 our Tech Tours. My 3 take-aways: WeChat Has Way More Functions That …

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The story of Chipotle Mexican Grill | What can we learn from its success and failures? 13:18

5M ago13:18

13:18

In this episode of The Dutch Investors, we dive into the spicy rise (and near fall) of Chipotle Mexican Grill. What started as one chef’s side hustle to fund his dream restaurant turned into a global burrito business worth billions. But it wasn’t all guac and glory. The main focus of the episode is, what can we, as investors, learn from this story?…

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Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing 47:24

5M ago47:24

47:24

In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped reinvent the mixer market. We unpack how this British company turned a simple idea, into a globally recognized brand. We talk about Fever Tree's unique …

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Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history? 22:43

5M ago22:43

22:43

“Trust is the operating system. Break that, and everything on top becomes fragile.” This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you …

1
From Learning and Adaptation to Intelligence (248) 42:01

5M ago42:01

42:01

This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with AI. 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 our Tech Tours. 6 Levels of Rate of…

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Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex 1:14:02

5M ago1:14:02

1:14:02

In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor with over a decade of experience in Polish equities. In this episode, Kamil shares his thoughts on several prominent Polish companies, including Dino Polska ($DNP.WA…

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The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247) 44:03

5M ago44:03

44:03

This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure. 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 our Tech Tours. —– I write, spea…

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The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis 1:07:19

5M ago1:07:19

1:07:19

Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible? In this episode, I’m joined by Brett Schafer from Chit Chat Stocks to break down Portillo’s from every angle: the unit economics, growth strategy, ma…

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5 Mental models for investors 25:19

6M ago25:19

25:19

In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. It’s more like showing how the smartest minds, from investors to scientists, deal with complexity. You’ll hear how ancient myths, gym workouts, and even birds with weird beaks somehow all tie back to m…

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5 Universal laws applied to investing | Part 2 14:39

6M ago14:39

14:39

Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the more confident we feel, the more mistakes we make. In this episode, we explore five more universal laws that shape investing in ways most people never consider. From why old ideas tend to outla…

1
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246) 48:07

6M ago48:07

48:07

This week’s podcast is about audience builder platforms. 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 our Tech Tours. Here are the main points: Misconception 1: Audience Builder Platforms Are Just Conte…

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Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software 1:12:19

6M ago1:12:19

1:12:19

In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech. Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about entrepreneurship, investing, and what it’s like to build software for the modern investor. He shares the story behi…