My scenario analysis and valuation of the core IMT business.
Author Archives: Implied Expectations
My thoughts on Spotify’s first quarter.
My thoughts on Alphabet’s first quarter.
My thoughts on Amazon’s first quarter.
My second post about Zillow Group, focusing on Zillow Offers.
My thoughts on Netflix’s first quarter.
My conversation with a former Zillow Group executive.
My conversation with a former Zillow Group employee.
My first post about Zillow Group, focusing on the Premier Agent business.
My thoughts on Netflix’s domestic margins.