Implied Expectations – Page 10 – An investment blog with a two decade view

Carvana

Carvana: Still Cheap

February 27, 2025

Carvana’s stock was the single best-performing stock in the world (as far as I can [...]

Netflix

Netflix: Levered Buyback In The Cards?

January 29, 2025

All it took was a $1,000 stock price to finally convince people Netflix is a [...]

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, [...]

Amazon

Amazon 3Q 2020 Update

Posted on December 2, 2020December 2, 2020 by Implied Expectations

My thoughts on the company’s third quarter.

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Zillow Group

Zillow Group 3Q 2020 Update

Posted on November 15, 2020November 23, 2020 by Implied Expectations

My thoughts on the company’s third quarter.

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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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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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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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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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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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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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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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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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