My thoughts on Netflix after its second quarter results.
Author Archives: Implied Expectations
My thoughts on a potential opportunity for Stitch Fix.
My thoughts on Stitch Fix after its fiscal third quarter.
A conversation about Airbnb.
My thoughts on Airbnb and its first quarter.
My thoughts about what’s priced in to Spotify shares at $223 per share.
My thoughts on Peloton and its fiscal third quarter.
My thoughts on Peloton’s Tread+ and Tread recalls.
My latest thoughts on Spotify and its first quarter.
My thoughts on Netflix’s first quarter.