barriers to entry NYT Write-Up For the first time in years, investors have become pessimistic on the main drivers of NYT’s business model – its digital news subscriber potential & its digital news pricing power. This write-up examines base rates for both of these drivers.
Investing Network Health Network Health is a way of thinking about the edges of a network and trying to understand what is the health of those nodes in terms of (a) the positive/negative feelings those nodes experience & (b) the positive/negative experiences that those nodes create for other nodes.
Investing When Fixed Costs Turn Variable What happens when a variable cost turns fixed? What happens when a fixed cost turns variable? Let's explore.
