Ben (mrdarp)

Vimeo’s monthly metrics are a case study in… something. Maybe trusting management teams? Not a joke - guided to 5y sales CAGR of 30% in March 2021. https://i.imgur.com/V6CRBto.jpg

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Limited audience here but some thoughts on when to invest in preferred over common stock https://stocktalknewsletter.substack.com/p/textainer-q4-preferred-feels-safe

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Some side project learnings https://freeblocks.substack.com/p/february-2023-update-what-weve-learned

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So what went wrong here? I think price increases weren’t received well https://www.theverge.com/2022/3/15/22979126/vimeo-patreon-creators-price-increase , ARPU gains didn’t outpace sub loss, maybe also just not as big a market as people thought / maybe YouTube is a real competitor

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thought this was great (no comment responses required HN) https://news.ycombinator.com/item?id=30912109

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It happened kind of silently - the supply chain crisis is over https://www.freightwaves.com/news/the-supply-chain-bullwhip-is-doing-the-feds-job-on-inflation

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Bad link, meant this one https://techcrunch.com/2022/03/10/stripe-gets-friendly-with-crypto-again/

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