Skip to content
  • Login
  • Sample Posts
  • Resources
  • Testimonials
  • About
  • Fulfillment Policy
  • Login
  • Sample Posts
  • Resources
  • Testimonials
  • About
  • Fulfillment Policy
Implied Expectations

An investment blog with a two decade view

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 [...]

Spotify

Spotify: The New Modus Operandi
December 15, 2023

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

Spotify

Spotify 3Q 2020 Update

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

My thoughts on Spotify’s third quarter.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
Posted in Netflix  |  Tagged Netflix, Standard, Update
Peloton Interactive

A Conversation About Peloton

Posted on July 3, 2020January 20, 2022 by Implied Expectations

A conversation about Peloton

Continue reading →
Posted in Peloton Interactive  |  Tagged conversation, Peloton, Standard
  • 1
  • …
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • …
  • 18

category
673f3070bf3d3
1
1
73,77,79,1
Loading....
Recent Posts
  • 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
  • Spotify: The New Modus Operandi December 15, 2023
© 2024 Implied Expectations. All rights reserved.
    • WooCommerce not Found
  • -