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Implied Expectations

An investment blog with a two decade view

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 [...]

Peloton Interactive

Peloton Fiscal 1Q 2021 Update

Posted on November 10, 2020November 10, 2020 by Implied Expectations

My thoughts on Peloton’s fiscal first quarter.

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Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
Spotify

Spotify 3Q 2020 Update

Posted on November 2, 2020November 11, 2020 by Implied Expectations

My thoughts on Spotify’s third quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Netflix

Netflix 3Q 2020 Update

Posted on October 23, 2020October 23, 2020 by Implied Expectations

My thoughts on Netflix’s third quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Peloton Interactive

Peloton: Foley’s BHAG

Posted on September 24, 2020October 15, 2020 by Implied Expectations

My scenario analysis, now including a Foley’s BHAG scenario.

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Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
Peloton Interactive

Peloton Fiscal 4Q 2020 Update

Posted on September 12, 2020October 15, 2020 by Implied Expectations

My thoughts on Peloton’s fiscal fourth quarter.

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Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
Carvana

Carvana 2Q 2020 Update

Posted on September 3, 2020October 15, 2020 by Implied Expectations

My thoughts on Carvana’s second quarter.

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Posted in Carvana  |  Tagged Carvana, Standard, Update
Zillow Group

Zillow Group 2Q 2020 Update

Posted on August 19, 2020October 15, 2020 by Implied Expectations

My thoughts on Zillow Group’s second quarter.

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Posted in Zillow Group  |  Tagged Standard, Update, Zillow Group
Amazon

Amazon 2Q 2020 Update

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

My thoughts on Amazon’s second quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Spotify

Spotify 2Q 2020 Update

Posted on August 6, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s second quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Netflix

Netflix 2Q 2020 Update

Posted on July 23, 2020October 15, 2020 by Implied Expectations

My thoughts on Netflix’s second quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
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Recent Posts
  • Spotify: Investor Fatigue to Exuberance Inside of Two Years November 22, 2024
  • Netflix: A Valuation Update July 23, 2024
  • Netflix: A Change in Posture April 25, 2024
  • Carvana: Ramping February 8, 2024
  • Netflix: The Streaming Wars That Never Started February 2, 2024
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