Yet another Peloton post
Author Archives: Implied Expectations
Another conversation about Stitch Fix
My thoughts on Stitch Fix after its fiscal first quarter results.
My thoughts about what’s priced in to Peloton at $38.90 per share.
My thoughts on the implied expectations baked in to SFIX at $22.57 per share.
My thoughts on Spotify after its third quarter.
Another conversation about Peloton.
My thoughts on a recent insider transaction.
My thoughts on Peloton after its fiscal first quarter.
My thoughts on Netflix after its third quarter.