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User and Subscriber Businesses: The Good, the Bad and the Ugly!

Thu, 05 Jul 2018 05:45:27 GMT

In a series of posts over the course of the last year, I argued that you can value users and subscribers at businesses, using first principles in valuation, and have used the approach to value Uber riders, Amazon Prime members and Spotify & Netflix subscribers. With each iteration, I have learned a few things about user value and ways of distinguishing between user bases that can create substantial value from user bases that not only are incapable of creating...