Chewy

Netflix

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

Netflix

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

Carvana

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

Netflix

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

Spotify

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Chewy Fiscal 3Q 2019 Update

My thoughts on Chewy’s fiscal third quarter.

My thoughts on Chewy’s fiscal second quarter.

My scenario analysis and valuation of Chewy.

My first post about Chewy.