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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 [...]

Chipotle

Chipotle 1Q 2018 Update

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

My thoughts on Chipotle’s first quarter.

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Posted in Chipotle  |  Tagged Chipotle, Standard, Update
Amazon

Amazon

Posted on March 28, 2018October 13, 2020 by Implied Expectations

My first post about Amazon.

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Posted in Amazon  |  Tagged Amazon, First post, Standard
Chipotle

Chipotle 4Q 2017 Update

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

My thoughts on Chipotle’s fourth quarter.

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Posted in Chipotle  |  Tagged Standard, Update
Trupanion

Trupanion

Posted on February 1, 2018October 13, 2020 by Implied Expectations

My analysis of Trupanion’s state-by-state NAIC data.

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Posted in Trupanion  |  Tagged Standard, Trupanion
Trupanion

Trupanion

Posted on January 16, 2018October 13, 2020 by Implied Expectations

My first post about Trupanion.

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Posted in Trupanion  |  Tagged First post, Standard, Trupanion
Chipotle

Chipotle

Posted on November 2, 2017October 13, 2020 by Implied Expectations

My thoughts on the valuation impact of a corporate tax cut.

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

Chipotle

Posted on October 26, 2017October 13, 2020 by Implied Expectations

My thoughts on Chipotle’s unit potential.

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Posted in Chipotle  |  Tagged Chipotle, Standard
Chipotle

Chipotle 3Q 2017 Update

Posted on October 25, 2017October 13, 2020 by Implied Expectations

My thoughts on Chipotle’s third quarter.

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Posted in Chipotle  |  Tagged Chipotle, Standard, Update
Chipotle

Chipotle

Posted on October 17, 2017October 13, 2020 by Implied Expectations

My first post about Chipotle.

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Posted in Chipotle  |  Tagged Chipotle, First post, Standard
Chipotle

Chipotle

Posted on October 16, 2017October 13, 2020 by Implied Expectations

My scenario analysis and valuation of Chipotle.

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Posted in Chipotle  |  Tagged Chipotle, Scenario Analysis, 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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