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Because sometimes the data is useful when combined with other data you might not have yourself. Example: you have data on number of Netflix subs. That’s great. It would be even more useful if you combine that with Netflix churn data.

You can think of company analysis as a jigsaw puzzle. You may have a few pieces. That by itself isn’t useful unless u have the other pieces.

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This works in theory, but in practice when you start making estimates of engagement numbers that are twice removed from the underlying stock price, you get into trouble. The deeper you get away from a direct relationship to stock price, the harder it is to predict something in practice.

What you're saying is correct but also puts a non-sophisticated seller in a poor negotiating position. They do not know what existing data the buyer uses or how their data can be complementary to anything.

That's why start-high and walk away is a fair opening gambit in negotiations of this sort.

You can always come back around, but if they pursue you, that tells you something about their appetite.

I mean, I guess that's something that you can do but it's likely to get you laughed out of the room and greatly encourage them to reverse engineer whatever you were trying to sell.

So how would you play that scenario?

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