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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

A Conversation About Spotify and the Music Industry

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

My conversation with an executive at a Spotify competitor.

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Posted in Spotify  |  Tagged conversation, Spotify, Standard
Sample Posts, Spotify

Spotify

Posted on January 7, 2019October 13, 2020 by Implied Expectations

My first post about Spotify.

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Posted in Sample Posts, Spotify  |  Tagged First post, Spotify
Netflix

Netflix 3Q 2018 Update

Posted on December 4, 2018October 13, 2020 by Implied Expectations

My thoughts on Netflix’s third quarter.

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

JD.com 3Q 2018 Update

Posted on December 4, 2018October 13, 2020 by Implied Expectations

My thoughts on JD’s third quarter.

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

Alphabet 3Q 2018 Update

Posted on November 2, 2018October 13, 2020 by Implied Expectations

My thoughts on Alphabet’s third quarter.

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Posted in Alphabet  |  Tagged Alphabet, Standard, Update
Amazon

Amazon 3Q 2018 Update

Posted on October 29, 2018October 13, 2020 by Implied Expectations

My thoughts on Amazon’s third quarter.

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

JD.com

Posted on October 12, 2018October 13, 2020 by Implied Expectations

My first post about JD.com.

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

Amazon 2Q 2018 Update

Posted on August 8, 2018October 13, 2020 by Implied Expectations

My thoughts on Amazon’s second quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Amazon

Amazon 1Q 2018 Update

Posted on April 27, 2018October 13, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Chipotle

Chipotle

Posted on April 26, 2018October 13, 2020 by Implied Expectations

My updated scenario analysis and valuation of Chipotle.

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Posted in Chipotle  |  Tagged Chipotle, Standard, Update
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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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