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Business Breakdowns
Deeply researched explanations of how individual public and private businesses work, including their models, financials, competitive advantages, and industry structure.
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Media M&A - [Business Breakdowns, EP.230]
YouTube is shifting from second-run content to a first-run destination, and Saunders says channels have never been cheaper to buy.Hot Ones reportedly achieved “a pretty good multiple” by buying YouTube inventory and reselling adjacency to Procter & Gamble and Coca-Cola.“Google Zero” threatens publishers with double-digit organic-traffic declines, leaving those below the top 10–20 in a category reliant on direct consumer connectivity.