I. Semper Augustus Investments Group VS Third Point Capital on Disney Read their letters here and here. One pushes for Disney to spend as much as possible on content creation while the other pushes for quality content creation. Both offers a great discussion on LTV and CAC.
3-Bullet Sunday, 17 Jan 2021
3-Bullet Sunday, 17 Jan 2021
3-Bullet Sunday, 17 Jan 2021
I. Semper Augustus Investments Group VS Third Point Capital on Disney Read their letters here and here. One pushes for Disney to spend as much as possible on content creation while the other pushes for quality content creation. Both offers a great discussion on LTV and CAC.