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tinder

A collection of 2 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
The Seven Deadly Sins at Tinder and PokerStars
Investing Featured

The Seven Deadly Sins at Tinder and PokerStars

Investors want to know why customers use a company’s products/services. Often this is referred to as the ‘customer value proposition’ or the ‘customer ROI’. The Seven Deadly Sins helps us understand situations where that value proposition isn't entirely rational.
Sep 17, 2020 3 min read
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