User and Subscriber Businesses: The Good, the Bad and the Ugly!
aswathdamodaran.substack.com
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
User and Subscriber Businesses: The Good, the Bad and the Ugly!
User and Subscriber Businesses: The Good, the…
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 first principles in valuation, and have used the approach to value Uber riders, Amazon Prime members and Spotify & Netflix subscribers