Implied Expectations – Page 6 – 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

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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 [...]

Netflix

Netflix: To Extrapolate or Not, That is the Question

Posted on January 25, 2022January 26, 2022 by Implied Expectations

My thoughts on Netflix after its fourth quarter results.

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Peloton Interactive

Peloton: The Solutions Aren’t the Problems

Posted on January 19, 2022January 20, 2022 by Implied Expectations

Yet another Peloton post

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Stitch Fix

Stitch Fix: Another Conversation

Posted on December 28, 2021December 28, 2021 by Implied Expectations

Another conversation about Stitch Fix

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Stitch Fix

Stitch Fix: Onboarding Flow Speedbump; Management Lowers Near-Term Expectations

Posted on December 28, 2021December 28, 2021 by Implied Expectations

My thoughts on Stitch Fix after its fiscal first quarter results.

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Peloton Interactive

Peloton: What’s Priced in at $38.90?

Posted on December 10, 2021December 10, 2021 by Implied Expectations

My thoughts about what’s priced in to Peloton at $38.90 per share.

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Stitch Fix

Stitch Fix: What’s Priced In at $22.57?

Posted on December 1, 2021December 1, 2021 by Implied Expectations

My thoughts on the implied expectations baked in to SFIX at $22.57 per share.

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Spotify

Spotify 3Q: Ad Business Ramping; Ek Bought More Warrants

Posted on November 19, 2021November 19, 2021 by Implied Expectations

My thoughts on Spotify after its third quarter.

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Peloton Interactive

Peloton: Another Conversation, More Insider Transactions, Lanebreak Demo, and Some Thoughts

Posted on November 18, 2021November 18, 2021 by Implied Expectations

Another conversation about Peloton.

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Peloton Interactive

Peloton: Early Exercise of Stock Options; A Bullish Signal?

Posted on November 10, 2021November 11, 2021 by Implied Expectations

My thoughts on a recent insider transaction.

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Peloton Interactive

Peloton F1Q: Lower Guidance Destroys Sentiment; What’s Priced In at $51.25?

Posted on November 9, 2021November 9, 2021 by Implied Expectations

My thoughts on Peloton after its fiscal first quarter.

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