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

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, [...]

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 [...]

Alphabet

Alphabet 4Q 2019 Update

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

My thoughts on Alphabet’s fourth quarter.

Continue reading →
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.

Continue reading →
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.

Continue reading →
Posted in Netflix  |  Tagged Netflix, Standard, Update
Carvana

Carvana

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

My first post about Carvana.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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
Amazon

Amazon 3Q 2019 Update

Posted on October 25, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s third quarter.

Continue reading →
Posted in Amazon  |  Tagged Amazon, Standard, Update
Netflix

Netflix 3Q 2019 Update

Posted on October 18, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s third quarter.

Continue reading →
Posted in Netflix  |  Tagged Netflix, Standard, Update
  • 1
  • …
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • …
  • 19

category
676804fd8c6ce
1
1
73,77,79,1
Loading....
Recent Posts
  • 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
  • Carvana: Ramping February 8, 2024
  • Netflix: The Streaming Wars That Never Started February 2, 2024
© 2024 Implied Expectations. All rights reserved.
    • WooCommerce not Found
  • -