A conversation about Naked Wines
Some thoughts about Naked Wines
Some thoughts about what seems priced in to Netflix shares at $226
Some thoughts on an insider’s exercise of options
Some thoughts on Stitch Fix after its fiscal second quarter
Some thoughts on Peloton and its future with Barry McCarthy in charge
Some thoughts on Spotify after its fourth quarter
Some thoughts on Amazon after its fourth quarter results
My thoughts about the takeover rumors swirling around Peloton
My thoughts on Netflix after its fourth quarter results.