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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 [...]

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
Zillow Group

Zillow Group 4Q 2019 Update

Posted on March 5, 2020October 15, 2020 by Implied Expectations

My thoughts on Zillow Group’s fourth quarter.

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

Trupanion 4Q 2019 Update

Posted on February 25, 2020October 15, 2020 by Implied Expectations

My thought on Trupanion’s fourth quarter.

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Posted in Trupanion  |  Tagged Standard, Trupanion, Update
Alphabet

Alphabet 4Q 2019 Update

Posted on February 8, 2020October 15, 2020 by Implied Expectations

My thoughts on Alphabet’s fourth quarter.

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Posted in Alphabet  |  Tagged Alphabet, Google, Standard, Update
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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
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