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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

Posted on May 6, 2019October 13, 2020 by Implied Expectations

My scenario analysis and valuation of the core IMT business.

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Posted in Zillow Group  |  Tagged Scenario Analysis, Standard, Update, Zillow Group
Spotify

Spotify 1Q 2019 Update

Posted on May 1, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s first quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Alphabet

Alphabet 1Q 2019 Update

Posted on April 30, 2019October 13, 2020 by Implied Expectations

My thoughts on Alphabet’s first quarter.

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Posted in Alphabet  |  Tagged Alphabet, Standard, Update
Amazon

Amazon 1Q 2019 Update

Posted on April 30, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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

Zillow Group: Zillow Offers

Posted on April 29, 2019October 13, 2020 by Implied Expectations

My second post about Zillow Group, focusing on Zillow Offers.

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Posted in Zillow Group  |  Tagged Standard, Zillow Group, Zillow Offers
Netflix

Netflix 1Q 2019 Update

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

My thoughts on Netflix’s first quarter.

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

Another Conversation About Zillow Group

Posted on April 22, 2019October 13, 2020 by Implied Expectations

My conversation with a former Zillow Group executive.

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

A Conversation About Zillow Group

Posted on April 17, 2019October 13, 2020 by Implied Expectations

My conversation with a former Zillow Group employee.

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

Zillow Group: Premier Agent

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

My first post about Zillow Group, focusing on the Premier Agent business.

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Posted in Zillow Group  |  Tagged First post, Standard, Zillow Group
Netflix

Netflix

Posted on April 2, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s domestic margins.

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Posted in Netflix  |  Tagged Netflix, Standard
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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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