Implied Expectations – Page 13 – 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 2019 Update

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

My thoughts on Amazon’s third quarter.

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Netflix

Netflix 3Q 2019 Update

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

My thoughts on Netflix’s third quarter.

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Netflix

Special Series: Netflix International ARPU Opportunity

Posted on October 16, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s international ARPU opportunity.

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Netflix

Special Series: Netflix International Subscriber Opportunity

Posted on October 8, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s international subscriber opportunity.

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Netflix

Special Series: Netflix Domestic ARPU Opportunity

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

My thoughts on Netflix’s domestic ARPU opportunity.

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Netflix

Special Series: Netflix Domestic Sub Opportunity

Posted on September 27, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s domestic subscriber opportunity.

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Despegar

Another Conversation With Despegar

Posted on September 26, 2019October 13, 2020 by Implied Expectations

My second conversation with the company.

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Chewy

Chewy Fiscal 2Q 2019 Update

Posted on September 20, 2019October 13, 2020 by Implied Expectations

My thoughts on Chewy’s fiscal second quarter.

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Chewy

Posted on September 16, 2019October 13, 2020 by Implied Expectations

My scenario analysis and valuation of Chewy.

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Chewy

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

My first post about Chewy.

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