My thoughts on Alphabet’s second quarter.
Author Archives: Implied Expectations
My thoughts on Amazon’s second quarter.
My thoughts on Netflix’s second quarter results.
My conversation with the practice manager of a new and non-engaged vet practice.
My conversation with the practice manager of a highly engaged vet practice.
My analysis of the Vets First Choice cohort data.
My first post about Covetrus.
My thoughts on JD’s first quarter.
My thoughts on Zillow Group’s first quarter.
My scenario analysis and valuation of the core IMT business.