My thoughts on Peloton’s fiscal first quarter.
Author Archives: Implied Expectations
My thoughts on Spotify’s third quarter.
My thoughts on Netflix’s third quarter.
My scenario analysis, now including a Foley’s BHAG scenario.
My thoughts on Peloton’s fiscal fourth quarter.
My thoughts on Carvana’s second quarter.
My thoughts on Zillow Group’s second quarter.
My thoughts on Amazon’s second quarter.
My thoughts on Spotify’s second quarter.
My thoughts on Netflix’s second quarter.