This piece was mostly updating my priors, but there is specific analysis into ARPU compression (short-form video monetization will have a terminal monetization level far below other formats), as well as the churn rate calculations there made. If you want to see the full thesis I'd refer you to the analysis I posted in early January highlighting my concerns with the business. https://thetathoughts.substack.com/p/everyone-on-wall-street-is-wrong?s=w
I'm not trying to discredit your professor, but I think you should write however you want.
You can write stock picking commentary if you want, but do it your way.
A good story is way more fun to read than just a bunch of numbers. While insightful, nobody likes to read a textbook.
Data won't keep people coming back to your articles, but your opinion will. As a writer myself, I took a while to understand this, and I've had much more success and fun with it.
Good employers recognize talent no matter what. Just stay true to your own voice.
Adding more assumptions doesn't make something "analysis". Muted.
This piece was mostly updating my priors, but there is specific analysis into ARPU compression (short-form video monetization will have a terminal monetization level far below other formats), as well as the churn rate calculations there made. If you want to see the full thesis I'd refer you to the analysis I posted in early January highlighting my concerns with the business. https://thetathoughts.substack.com/p/everyone-on-wall-street-is-wrong?s=w
https://cdn.discordapp.com/attachments/764703716217323540/942265869264900106/vocodes_eddae000-0d03-4ad8-95b9-1a6bf2a9cabf.wav
Also would like to add to your analysis...
https://cdn.discordapp.com/attachments/764703716217323540/942266817240530965/vocodes_fabdb3a0-7d05-4df7-885c-42ccc455207f.wav
I'm not trying to discredit your professor, but I think you should write however you want.
You can write stock picking commentary if you want, but do it your way.
A good story is way more fun to read than just a bunch of numbers. While insightful, nobody likes to read a textbook.
Data won't keep people coming back to your articles, but your opinion will. As a writer myself, I took a while to understand this, and I've had much more success and fun with it.
Good employers recognize talent no matter what. Just stay true to your own voice.
Cincinnati native here, so go Bengals indeed!