the scientific method
4 posts
NYT Write-Up
barriers to entry
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.
Unit Economics & Cohort Retention Curves
cohort retention curves
Churn cannot be reduced to a single number because customer retention is a curve, not a constant.
24 min read
What's Priced In?
Valuation
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!
10 min read
The Scientific Method in Investing
Investing
Would you rather have the fifty most important pieces of information when making an investment decision, or only the five most important pieces of information? Most people would say fifty – more is better
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