My thoughts on Netflix’s international subscriber opportunity.
My thoughts on Netflix’s domestic ARPU opportunity.
My thoughts on Netflix’s domestic subscriber opportunity.
My second conversation with the company.
My thoughts on Chewy’s fiscal second quarter.
My scenario analysis and valuation of Chewy.
My first post about Chewy.
My conversation with the company.
My thoughts on Spotify’s second quarter.
My thoughts on Zillow Group’s second quarter.