Chewy

Spotify

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

Netflix

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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 [...]

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.