My thoughts on Chipotle’s first quarter.
Author Archives: Implied Expectations
My first post about Amazon.
My thoughts on Chipotle’s fourth quarter.
My analysis of Trupanion’s state-by-state NAIC data.
My first post about Trupanion.
My thoughts on the valuation impact of a corporate tax cut.
My thoughts on Chipotle’s unit potential.
My thoughts on Chipotle’s third quarter.
My first post about Chipotle.
My scenario analysis and valuation of Chipotle.