Amazon

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Netflix: A Valuation Update

July 23, 2024

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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, [...]

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Carvana: Ramping

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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

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

Amazon 2Q 2019 Update

Posted on July 26, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s second quarter.

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Amazon

Amazon 1Q 2019 Update

Posted on April 30, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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Amazon

Amazon 4Q 2018 Update

Posted on January 31, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Amazon

Amazon 3Q 2018 Update

Posted on October 29, 2018October 13, 2020 by Implied Expectations

My thoughts on Amazon’s third quarter.

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Amazon

Amazon 2Q 2018 Update

Posted on August 8, 2018October 13, 2020 by Implied Expectations

My thoughts on Amazon’s second quarter.

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Amazon

Amazon 1Q 2018 Update

Posted on April 27, 2018October 13, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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Amazon

Posted on March 28, 2018October 13, 2020 by Implied Expectations

My first post about Amazon.

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