business case - Products and Businesses

Photo by Pixabay on Pexels.com

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
Post comments:0 Comments

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.

Photo by Craig Adderley on Pexels.com

Dr. Strange, Q2 Disney Results and the Moat

Post author:Nikhil Varshney
Post published:May 18, 2022
Post category:Product Growth stocks and investments
Post comments:0 Comments

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.