My scenario analysis and valuation.
Author Archives: Implied Expectations
My scenario analysis and valuation.
My thoughts on Spotify’s fourth quarter.
Some thoughts on the strategic ambitions of Sirius XM and Spotify.
My conversation with a music industry executive.
My notes from my call with the company.
My thoughts on Amazon’s fourth quarter.
My thoughts on JD.com’s valuation.
My thoughts on Netflix’s fourth quarter.
Why I am increasingly focused on what I consider Inevitables.