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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 [...]

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.

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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.

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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.

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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.

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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.

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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.

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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.

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Posted in Covetrus  |  Tagged Covetrus, Standard
Covetrus

Covetrus

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

My first post about Covetrus.

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Posted in Covetrus  |  Tagged Covetrus, First post, Standard
JD.com

JD.com 1Q 2019 Update

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

My thoughts on JD’s first quarter.

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Posted in JD.com  |  Tagged JD.com, Standard, Update
Zillow Group

Zillow Group 1Q 2019 Update

Posted on May 14, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s first quarter.

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