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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, [...]

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
Amazon

Amazon 4Q 2019 Update

Posted on February 4, 2020October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Netflix

Netflix 4Q 2019 Update

Posted on January 22, 2020October 13, 2020 by Implied Expectations

My thoughts on Netflix’s fourth quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Carvana

Carvana

Posted on January 20, 2020October 13, 2020 by Implied Expectations

My first post about Carvana.

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Posted in Carvana  |  Tagged Carvana, First post, Standard
Chewy

Chewy Fiscal 3Q 2019 Update

Posted on December 10, 2019October 13, 2020 by Implied Expectations

My thoughts on Chewy’s fiscal third quarter.

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Posted in Chewy  |  Tagged Chewy, Standard, Update
Alphabet

Alphabet 3Q 2019 Update

Posted on December 4, 2019October 13, 2020 by Implied Expectations

My thoughts on Alphabet’s third quarter.

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

Zillow Group 3Q 2019 Update

Posted on November 19, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s third quarter.

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

Spotify 3Q 2019 Update

Posted on October 29, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s third quarter.

Continue reading →
Posted in Spotify  |  Tagged Spotify, 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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