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 principl...
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Walmart's India (Flipkart) Gambit: Growth Rebirth or Costly Facelift?
On May 9, 2018, Walmart confirmed officially what had been rumored for weeks, and announced that it would pay $16 billion to acquire a 77% ...
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