Implied Expectations – Page 19 – An investment blog with a two decade view

Netflix

All it took was a $1,000 stock price to finally convince people Netflix is a [...]

Spotify

The stock has come a long way in a short period of time. After tanking [...]

Netflix

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Netflix

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

My scenario analysis and valuation of Chipotle.

Why Compounders?

A brief discussion of why I invest in “compounders.”