Bad businesses Value of a user Venture Capital User and Subscriber Businesses: The Good, the Bad and the Ugly! In a series of posts over the course of the last year, I argued that you can value users and subscribers at businesses, using fir… Written By KEVIN Wednesday, May 30, 2018 Add Comment Edit
Growth Value of a user Netflix: The Future of Entertainment or House of Cards? For better or worse, Netflix has changed not just the entertainment business, but also the way that we (the audience) watch telev… Written By KEVIN Tuesday, April 17, 2018 Add Comment Edit
IPO Pricing and Value Value of a user Spotify Loose Ends: Pricing, User Value and Big Data! In my last post , I valued Spotify, using information from its prospectus, and promised to come back to cover three loose ends: (… Written By KEVIN Saturday, March 24, 2018 Add Comment Edit