My thoughts on Amazon’s first quarter.
Author Archives: Implied Expectations
My updated scenario analysis and valuation of Chipotle.
My thoughts on Chipotle’s first quarter.
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.