My conversation with an executive at a Spotify competitor.
Author Archives: Implied Expectations
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.
My thoughts on Amazon’s first quarter.
My updated scenario analysis and valuation of Chipotle.