My thoughts on Netflix’s fourth quarter.
Author Archives: Implied Expectations
Why I am increasingly focused on what I consider Inevitables.
My conversation with an executive at a Spotify competitor.
My first post about Spotify.
My thoughts on Netflix’s third quarter.
My thoughts on JD’s third quarter.
My thoughts on Alphabet’s third quarter.
My thoughts on Amazon’s third quarter.
My first post about JD.com.
My thoughts on Amazon’s second quarter.