Incremental Economics
  • Home
  • Topics
  • Companies
  • Newsletter
  • About
Sign in Subscribe

michael mauboussin

A collection of 3 posts
NYT Write-Up
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.
Jun 13, 2021 2 min read
Unit Economics & Cohort Retention Curves
cohort retention curves Featured

Unit Economics & Cohort Retention Curves

Churn cannot be reduced to a single number because customer retention is a curve, not a constant.
Apr 6, 2021 24 min read
What's Priced In?
Valuation

What's Priced In?

Stock prices are the clearest and most reliable signal of the market’s expectations for a business’s future performance. Ignore them at your peril!
Dec 14, 2020 10 min read
Page 1 of 1
Incremental Economics © 2023
Powered by Ghost