My thoughts on Netflix after its fourth quarter results.
Author Archives: Implied Expectations
Yet another Peloton post
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.