Tag Archives: Porters Five Forces

Pandora: Damned if they do, damned if they don’t.

Posted on October 26, 2012 by

I don’t think $P’s business model works. Their costs continue to grow at a faster pace than their revenues. This is especially true in regards to their content acquisition costs, as you can clearly see in this spreadsheet. It’s going to be … Continue reading →

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Netflix, meet Porter

Posted on August 24, 2012 by

I can’t think of another multi-billion dollar company that has as many basic fundamental problems as much as NFLX. (I’m not referring to last week’s article on NLFX’s Off Balance Sheet concerns. We’re talking about real basics here.) Netflix, meet … Continue reading →

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