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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 [...]

Spotify

Spotify: Scenario Analysis and Valuation

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

My scenario analysis and valuation.

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Posted in Spotify  |  Tagged Scenario Analysis, Spotify, Standard
Spotify

Spotify: Scenario Analysis and Valuation

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

My scenario analysis and valuation.

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Posted in Spotify  |  Tagged Scenario Analysis, Spotify, Standard
Spotify

Spotify 4Q 2018 Update

Posted on March 11, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s fourth quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Sirius XM, Spotify

Sirius XM and Spotify

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

Some thoughts on the strategic ambitions of Sirius XM and Spotify.

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Posted in Sirius XM, Spotify  |  Tagged Liberty Sirius XM, Sirius XM, Spotify, Standard
Spotify

Another Conversation About Spotify and the Music Industry

Posted on February 28, 2019October 13, 2020 by Implied Expectations

My conversation with a music industry executive.

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Posted in Spotify  |  Tagged conversation, Spotify, Standard
Spotify

A Conversation With Spotify

Posted on February 21, 2019October 13, 2020 by Implied Expectations

My notes from my call with the company.

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Posted in Spotify  |  Tagged conversation, Spotify, Standard
Amazon

Amazon 4Q 2018 Update

Posted on January 31, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
JD.com

JD.com

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

My thoughts on JD.com’s valuation.

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Posted in JD.com  |  Tagged JD.com, Standard
Netflix

Netflix 4Q 2018 Update

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

My thoughts on Netflix’s fourth quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Investment Approach

Inevitables

Posted on January 11, 2019October 13, 2020 by Implied Expectations

Why I am increasingly focused on what I consider Inevitables.

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Posted in Investment Approach  |  Tagged Inevitables, 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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