alphabet - Products and Businesses

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Netflix Ad Partnerships and “Stranger Thing” Effect

Post author:Nikhil Varshney
Post published:July 6, 2022
Post category:Product Growth
Post comments:1 Comment

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.

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

Post author:Nikhil Varshney
Post published:August 16, 2020
Post category:stocks and investments
Post comments:0 Comments

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.