Implied Expectations – Page 5 – 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, [...]

Peloton Interactive

Peloton: Shift to One Peloton Club?

Posted on May 9, 2022May 13, 2022 by Implied Expectations

Some thoughts about Peloton potentially looking for more capital

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Spotify

Spotify: The Elephant in the Room

Posted on May 6, 2022May 6, 2022 by Implied Expectations

Some thoughts on Spotify after its first-quarter results

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Netflix

Netflix: Monetizing the Freeloaders

Posted on April 27, 2022April 27, 2022 by Implied Expectations

Some thoughts on Netflix after its first quarter 2022

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Naked Wines

A Conversation about Naked Wines

Posted on April 26, 2022April 26, 2022 by Implied Expectations

A conversation about Naked Wines

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Naked Wines, Sample Posts

Naked Wines: Driving Out the Costs No One Can Taste

Posted on April 25, 2022August 23, 2022 by Implied Expectations

Some thoughts about Naked Wines

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Netflix

Netflix: What’s Priced In?

Posted on April 20, 2022April 21, 2022 by Implied Expectations

Some thoughts about what seems priced in to Netflix shares at $226

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Peloton Interactive

Peloton: Exercising Options

Posted on March 17, 2022March 17, 2022 by Implied Expectations

Some thoughts on an insider’s exercise of options

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Stitch Fix

Stitch Fix: Existing Client Spending Hits All-Time High, But No Client Growth

Posted on March 16, 2022March 16, 2022 by Implied Expectations

Some thoughts on Stitch Fix after its fiscal second quarter

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Peloton Interactive

Peloton: Can Barry Execute?

Posted on March 7, 2022March 8, 2022 by Implied Expectations

Some thoughts on Peloton and its future with Barry McCarthy in charge

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Spotify

Spotify: The Leverage We Can’t See

Posted on March 3, 2022March 3, 2022 by Implied Expectations

Some thoughts on Spotify after its fourth quarter

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