May, 2022 - Products and Businesses

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Peloton wanted to build the iPhone but they should settle for the Android instead. Let’s find out Why?

Post author:Nikhil Varshney
Post published:May 26, 2022
Post category:Product Growth stocks and investments
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With a fresh injection of $750M, Peloton is looking for multiple options. Past management has burnt through cash very quickly and there is an urgent to sensibly invest the cash cushion available and build the moat. The company is torn between Hardware and Software as the future. In this blog, I explore Peloton's failures, business model, and the future. Amazon, Nike, or Apple may fit the criterion for a perfect acquisition, which can lead to cross-selling other services to an existing user base of 3M customers.

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Dr. Strange, Q2 Disney Results and the Moat

Post author:Nikhil Varshney
Post published:May 18, 2022
Post category:Product Growth stocks and investments
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Disney is the envy of every media company, regardless of whether it focuses on films, TV, gaming, music, or publishing. There has never been a more dominant player in the entertainment business, globally. Disney is a brand that your parents, you, and now your kids associate with. There is exponential love for Disney characters. People dream to visit Disney theme parks and capture a snap, take a ride, or watch a play related to their favorite characters. Disney+ has reached 135M subscribers and continues to grow its library. With digital transformation, Disney seems to become more dominant. Netflix disrupted the media industry by providing content on-demand and ad-less experience. Disney identified this opportunity and played a bigger game with its existing library to continue telling stories that people love watching. Read more to understand how Disney makes money and its business model.

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Three Twitter problems Elon Musk needs to worry about and Two potential solutions to bring Twitter back into the revenue game

Post author:Nikhil Varshney
Post published:May 11, 2022
Post category:Product Growth stocks and investments
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Twitter is struggling to gain users and it is impacting the ad revenue. It is definitely time for Twitter leadership to step back and reevaluate the business strategy. Twitter as a services company and Twitter as a social company should be separated. Allow third parties to connect and moderate their own content.

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3 problems faced by OTT/entertainment industry and why gaming is a potential solution

Post author:Nikhil Varshney
Post published:May 2, 2022
Post category:Business case study stocks and investments Tech that matters
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OTT industry is fighting hard for user attention, building IP, and producing content that will bring back subscribers. Gaming is a potential solution to these problems. Gamers across the world are rising and are attracted to franchise-based games. Live streaming is another solution. Both will provide an alternate revenue stream and attentive user time.