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Implied Expectations

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

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, [...]

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
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
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Recent Posts
  • Carvana: Still Cheap February 27, 2025
  • Netflix: Levered Buyback In The Cards? January 29, 2025
  • 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
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