Bad businesses Value of a user Venture Capital User and Subscriber Businesses: The Good, the Bad and the Ugly! May 29, 2018 Post a Comment In a series of posts over the course of the last year, I argued that you can value users and subscr… Read more User and Subscriber Businesses: The Good, the Bad and the Ugly!
Growth Value of a user Netflix: The Future of Entertainment or House of Cards? April 16, 2018 Post a Comment For better or worse, Netflix has changed not just the entertainment business, but also the way that… Read more Netflix: The Future of Entertainment or House of Cards?
IPO Pricing and Value Value of a user Spotify Loose Ends: Pricing, User Value and Big Data! March 23, 2018 Post a Comment In my last post , I valued Spotify, using information from its prospectus, and promised to come bac… Read more Spotify Loose Ends: Pricing, User Value and Big Data!
Value of a user Value of growth Deconstructing Amazon Prime: Loss Leader or Value Creator? October 17, 2017 Post a Comment Update (October 17, 2017): One of the things that I enjoy most about posting my valuations … Read more Deconstructing Amazon Prime: Loss Leader or Value Creator?