Amazon

Spotify

Spotify: Investor Fatigue to Exuberance Inside of Two Years

November 22, 2024

The stock has come a long way in a short period of time. After tanking [...]

Netflix

Netflix: A Valuation Update

July 23, 2024

Please subscribe to Implied Expectations to view this content. Username or E-mail Password Remember Me [...]

Netflix

Netflix: A Change in Posture

April 25, 2024

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

Carvana: Ramping

February 8, 2024

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Amazon: An Updated Valuation

Posted on November 28, 2022November 29, 2022 by Implied Expectations

Compared to my last published version, I’ve made the following revisions (to my Base case unless otherwise noted):

Continue reading →

Amazon

Amazon: Mother of Other Bets

Posted on November 15, 2022November 15, 2022 by Implied Expectations

Some thoughts on Amazon after its third quarter

Continue reading →

Amazon, Models

Amazon Web Services Scenario Analysis and Valuation Model (Downloadable)

Posted on October 5, 2022November 3, 2022 by Implied Expectations

My downloadable AWS scenario analysis and valuation model

Continue reading →

Amazon

Amazon: The Sun Is Coming Out

Posted on February 17, 2022February 18, 2022 by Implied Expectations

Some thoughts on Amazon after its fourth quarter results

Continue reading →

Amazon

Amazon 4Q 2020 Update

Posted on February 5, 2021February 10, 2021 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

Continue reading →

Amazon

Amazon 3Q 2020 Update

Posted on December 2, 2020December 2, 2020 by Implied Expectations

My thoughts on the company’s third quarter.

Continue reading →

Amazon

Amazon 2Q 2020 Update

Posted on August 7, 2020October 15, 2020 by Implied Expectations

My thoughts on Amazon’s second quarter.

Continue reading →

Amazon

Amazon 1Q 2020 Update

Posted on May 13, 2020October 15, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

Continue reading →

Amazon

Amazon 4Q 2019 Update

Posted on February 4, 2020October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

Continue reading →

Amazon

Amazon 3Q 2019 Update

Posted on October 25, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s third quarter.

Continue reading →