Halo Effect And Its Impact On Investing Decisions – Explained!

The Halo effect is a tendency to make inferences about specific traits based on a general impression. This example will help clarify the definition of the Halo effect. As an investor we need to question the information and even our judgement to ensure our investment is Halo free. This essay presents thoughts on how that can be done.

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Netflix Earning, Microsoft Ad Deal & Why Microsoft – A Possible Acquisition?

Netflix has decided to partner with Microsoft for their ad-tiered model. Is there more than what meets the eye. Is Netflix planning for their exit strategy, with a possible acquisition by Microsoft. Also what did the earnings tell about the future of Netflix business. Read more to find out.

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Three Reasons Why BNPL Is Failing & The Future of BNPL

The slump within startups in the BNPL market is concerning. Especially Klarna which has gone down from $46B in valuation to $6.5B. The same goes for Affirm which has lost 80% since the beginning of 2022. Delinquency and securitization of loans is a real concern and will impact if regulations are not strengthened in this direction.

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Netflix Ad Partnerships and “Stranger Thing” Effect

Netflix lost 200k subscribers earlier this year and is on the verge of losing 2M more by the end of the year. They are surely lacking IP and the only way out from here is to build an ad-tiered model. Competitors have done it. Let us examine the long tail effect on Netflix, ads, stranger things impact, and much more.

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Conviction Investing – Now Is The Time

We are living in uncertain times. We witnessed a black swan moment in 2020 when COVID hit all of a sudden. We also witnessed crazy valuations that companies achieved in 2020 and 2021. And now we are back down. These are good opportunities to enter the market and practice conviction investing.

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Dr. Strange, Q2 Disney Results and the Moat 

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

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

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.

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Intellectual Property (IP) is king in OTT/SVOD

Bad week for Netflix and other OTT companies as shares tumbled after Netflix Q1 earnings report. Well, losing subscribers is not the only problem Netflix has. They don't have an IP. Let us understand more on IP and its importance in today's OTT business. IP = Love = Revenue

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Read more about the article Unity and Meta – A formidable combination, it’s a win-win 
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Unity and Meta – A formidable combination, it’s a win-win 

Unity software is on a staggering journey growing their revenue over 40% CAGR for last 5 years. Their Metaverse vision to build RT3D content and their control over creator market in gaming makes them a perfect candidate for Meta (FB) to acquire. I explore the opportunity for M&A of Unity and Meta.

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Read more about the article Myths of Innovation – Why problem definition is more important than finding solutions
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Myths of Innovation – Why problem definition is more important than finding solutions

The process of Innovation is challenging and somehow with working knowledge, we all know what is required to innovate. However, there are still some aspects and stories that can always inspire us. Myths of innovation solidified my knowledge about following the path of idea generation. Key, as Scott also states, is to have a lot of ideas tested and crossed out. You need to have a bank where you can always go and pick an idea from which to test and develop a hypothesis. The goal during idea generation is to think without constraints and filters. Once you have a substantial problem, follow the path of learning as much as possible before committing to a solution.

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Read more about the article Zappos and the Wizard of Oz: A relentless customer success story everyone should learn
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Zappos and the Wizard of Oz: A relentless customer success story everyone should learn

Zappos is a story of relentless customer service and a leader that developed and focused on a culture driven company. Culture will actually define how your employees will treat your customers and deliver products with customer in mind. Read the blog the understand more.

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Read more about the article Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series
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Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series

What we need are the social attitudes to change to experience this new era on the internet. Metaverse is the grand vision to provide a parallel universe. Costs of building it are high (in the range of ~$700B). The market is close to $14T. Is it all speculative or can companies like Meta, Microsoft, Roblox, etc. make it happen? There is a lot to unpack and understand. I explore these scenarios and dive more to understand the market of a metaverse in this article.

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Read more about the article Three things we need to make Metaverse happen – Part 2 of the Metaverse series
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Three things we need to make Metaverse happen – Part 2 of the Metaverse series

In part 1 I questioned the future of metaverse. Here I am presenting the top three things required to make it happen. 1. Network - high bandwidth and low latency 2. Hardware - Consumer hardware (AR/VR/haptic gloves) to Compute hardware 3. Interoperability to allow virtual environments to talk to each other. Transfer your NFTs from one world to another.

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Read more about the article Metaverse Explained: What you need to know – Part 1 of the Metaverse series
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Metaverse Explained: What you need to know – Part 1 of the Metaverse series

This is part 1 of the metaverse series from products and businesses. The biggest corporations are pouring money into developing the future of metaverse. Analysts estimate the market size to reach $1T by 2028 is a staggering 44% CAGR. But do we really understand what it is? Let's find out.

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Read more about the article PayPal – A true example of a product-led growth company – A lesson in product-market fit
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PayPal – A true example of a product-led growth company – A lesson in product-market fit

My understanding of a great business is that keeps on growing and innovating and PayPal has done the same. They taught the product world key lessons on listening to your customer, finding product-market fit, and once you have a PMF go full force. Maybe this is not a recipe for a legacy company but start-ups or organizations that operate in startup fashion can surely implement it.

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Read more about the article You’re a Product Manager – How to write effective user stories?
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You’re a Product Manager – How to write effective user stories?

User stories are an essential component of this ideology that lets you define what benefits your products will bring to your target audience. User stories will allow you to connect your North star metrics with user expectations

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Read more about the article Collaboration: The Art and Science of Product Management
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Collaboration: The Art and Science of Product Management

Collaboration is a practice that brings together the whole team to achieve a specific goal. Working in a collaborative environment opens the doors to creating a product that offers real value in a fast and efficient manner and maintains a strong team.

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Read more about the article You’re a Product Manager – Why you should think about creating an MVP
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You’re a Product Manager – Why you should think about creating an MVP

So what is MVP after all, “Minimum Viable Product is a version of the product which includes only features that solve a core problem for a specific set of users, allowing organizations to release it to the market.” Eric Ries, the author of Lean Startup, defines MVP as “a version of a new product which allows the team to collect the maximum amount of validated learnings about customers with the least effort.” In simple words, MVP includes features that solve a core problem for a set of users and thrive in the market.

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“Ideas are easy. Execution is everything.” Unlocking OKRs as described by John Doerr

This blog is a summary of the Measure What Matters, a book by John Doerr. Measure What Matters focuses on the idea and concepts of Objective and Key Results (OKRs). Why an organization should adopt the OKRs, how they should adopt the OKRs and what cultural changes an organization need to make to be successful with OKRs.

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Evaluating Alphabet – Does more internet usage evaluate to increase in advertisement revenue?

Ever since I read about Google, have been a huge fan of Google's operating model and how speed to market for its key product. This has helped generate good market capitalization and a huge economic moat over its industry peers. This blog uses mathematical and financial model to evaluate the fair enterprise value for Google. I have discounted cash flow analysis to predict revenue growth by doing competitive market analysis for its advertisement and cloud business.

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Can telehealth help fight pandemics?

Covid-19 has shown that we are no where close with our preparations to deal with pandemics of this size. The situation is worse in developed countries. In midst of this crisis, I have tried to explore the option of telehealth as an alternative means of care. Can it really help fight pandemics while keeping the motto of social distancing alive.

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Can Decentralized Web3 Be Accomplished? My Understanding Says NO

Web3 is a hot topic that deserves attention. In this blog, I will explain Web3 as a technology, and the pain points it is trying to solve. Explain the concept of centralization and why centralization happens in the first place. It is really important to understand centralization as it explains the core problems with Web3's decentralized networks. Also, I will present two main reasons which will limit the adoption of Web3.

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

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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