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Implied Expectations

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, [...]

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
Peloton Interactive

A Conversation About Peloton

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

A conversation about Peloton

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Posted in Peloton Interactive  |  Tagged conversation, Peloton, Standard
Peloton Interactive, Sample Posts

Peloton Interactive

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

My first post about Peloton Interactive.

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Posted in Peloton Interactive, Sample Posts  |  Tagged First post, Peloton
Lyft

Lyft 2Q 2020 Update

Posted on June 2, 2020October 15, 2020 by Implied Expectations

My thoughts on Lyft’s second quarter.

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Posted in Lyft  |  Tagged Lyft, Standard, Update
Spotify

Spotify News

Posted on May 21, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s exclusive podcast deal with Joe Rogan.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Starbucks

Starbucks Fiscal 2Q 2020 Update

Posted on May 15, 2020October 15, 2020 by Implied Expectations

My thoughts on Starbucks’s fiscal second quarter.

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Posted in Starbucks  |  Tagged Standard, Starbucks, Update
Amazon

Amazon 1Q 2020 Update

Posted on May 13, 2020October 15, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Spotify

Spotify 1Q 2020 Update

Posted on May 1, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s first quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Netflix

Netflix 1Q 2020 Update

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

My thoughts on Netflix’s first quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
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Recent Posts
  • Carvana: Still Cheap February 27, 2025
  • Netflix: Levered Buyback In The Cards? January 29, 2025
  • 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
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