My thoughts on Netflix after its third quarter.
Author Archives: Implied Expectations
My thoughts on iFIT’s S-1 filing. iFIT is the parent company of NordicTrack and other hardware fitness brands.
My thoughts on Stitch Fix after its fiscal fourth quarter.
A conversation about Peloton.
My first post about The New York Times Company.
My thoughts on Peloton after its fiscal fourth quarter.
My thoughts on the turmoil among Stitch Fix stylists.
My thoughts on Airbnb after its second quarter.
My thoughts on Zillow after its second quarter.
My thoughts on Spotify after its second quarter.