If a business isn't doing customer cohort analysis, what exactly are they doing that's more important?
John Malone
"Dirt under finger nails" from creating many models of many businesses in a range of markets helps you get better at making projections. Mean reversion and base rates are important.
"It's a revolution in how people are performing corporate valuation and thinking about where the value is coming from. We’re not thinking about it from the top down. We think about it from the bottom up."