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the scientific method

A collection of 4 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
The Scientific Method in Investing
Investing

The Scientific Method in 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 than less, right? Well, not necessarily, as we can see from a study on horse betting [https:
Sep 17, 2020 9 min read
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