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.

How does the nature of content impact long-term margins at media businesses? All else equal, the more durable your content, the less you need to continually spend on content creation. Let's explore that.

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.