Some reading of the tea leaves
Some thoughts on Carvana’s liquidity, retail units, and GPU
My downloadable AWS scenario analysis and valuation model
Some thoughts on Peloton after its fiscal fourth quarter
Some more thoughts on Naked Wines
Some thoughts about Netflix after its second quarter results
Some thoughts on Spotify’s 2022 Investor Day
Some thoughts on Netflix’s ad-supported opportunity
Some musings on Peloton
Some thoughts on Peloton after its fiscal third quarter