Implied Expectations – Page 16 – 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

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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, [...]

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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Netflix

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

My thoughts on Netflix’s domestic margins.

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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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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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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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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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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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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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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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JD.com

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

My thoughts on JD.com’s valuation.

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