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

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, [...]

Despegar

A Conversation With Despegar

Posted on September 9, 2019October 13, 2020 by Implied Expectations

My conversation with the company.

Continue reading →
Posted in Despegar  |  Tagged conversation, Despegar, Standard
Spotify

Spotify 2Q 2019 Update

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

My thoughts on Spotify’s second quarter.

Continue reading →
Posted in Spotify  |  Tagged Spotify, Standard, Update
Zillow Group

Zillow Group 2Q 2019 Update

Posted on August 9, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s second quarter.

Continue reading →
Posted in Zillow Group  |  Tagged Standard, Update, Zillow Group
Alphabet

Alphabet 2Q 2019 Update

Posted on August 6, 2019August 17, 2021 by Implied Expectations

My thoughts on Alphabet’s second quarter.

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

Amazon 2Q 2019 Update

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

My thoughts on Amazon’s second quarter.

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

Netflix 2Q 2019 Update

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

My thoughts on Netflix’s second quarter results.

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

Covetrus

Posted on June 21, 2019October 14, 2020 by Implied Expectations

My conversation with the practice manager of a new and non-engaged vet practice.

Continue reading →
Posted in Covetrus  |  Tagged conversation, Covetrus, Standard
Covetrus

Covetrus

Posted on June 20, 2019October 14, 2020 by Implied Expectations

My conversation with the practice manager of a highly engaged vet practice.

Continue reading →
Posted in Covetrus  |  Tagged conversation, Covetrus, Standard
Covetrus

Covetrus

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

My analysis of the Vets First Choice cohort data.

Continue reading →
Posted in Covetrus  |  Tagged Covetrus, Standard
Covetrus

Covetrus

Posted on June 3, 2019October 13, 2020 by Implied Expectations

My first post about Covetrus.

Continue reading →
Posted in Covetrus  |  Tagged Covetrus, First post, Standard
  • 1
  • …
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • …
  • 19

category
6844b062adb58
1
1
73,77,79,1
Loading....
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
© 2025 Implied Expectations. All rights reserved.
  • WooCommerce not Found
  • -