Implied Expectations – Page 7 – An investment blog with a two decade view

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 [...]

Spotify

Spotify: The New Modus Operandi

December 15, 2023

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

iFIT, Peloton Interactive

iFIT’s S-1: Trying Hard to Look Like Something It Is Not

Posted on October 12, 2021October 15, 2021 by Implied Expectations

My thoughts on iFIT’s S-1 filing. iFIT is the parent company of NordicTrack and other hardware fitness brands.

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Stitch Fix

Stitch Fix F4Q: The Largest Disconnect Between Formal Guidance and Verbal Guidance In History

Posted on October 1, 2021October 4, 2021 by Implied Expectations

My thoughts on Stitch Fix after its fiscal fourth quarter.

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Peloton Interactive

Another Conversation About Peloton

Posted on September 24, 2021October 7, 2021 by Implied Expectations

A conversation about Peloton.

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The New York Times Company

The New York Times Company: Newspapers Are Boring But Making Money Is Not

Posted on September 15, 2021September 16, 2021 by Implied Expectations

My first post about The New York Times Company.

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Peloton Interactive

Peloton F4Q 2021: Investment Year and Bike Price Cut Spook Market; Modest Expectations Seem Baked In

Posted on September 3, 2021November 15, 2021 by Implied Expectations

My thoughts on Peloton after its fiscal fourth quarter.

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Peloton Interactive, Stitch Fix

Stitch Fix Stylist Story Update

Posted on August 25, 2021August 25, 2021 by Implied Expectations

My thoughts on the turmoil among Stitch Fix stylists.

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Airbnb

Airbnb 2Q 2021: Strong Rebound, But Still No Host Growth

Posted on August 20, 2021August 20, 2021 by Implied Expectations

My thoughts on Airbnb after its second quarter.

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Zillow Group

Zillow Group 2Q 2021 Update: Running on All Cylinders; Stock is Cheap Again

Posted on August 13, 2021August 13, 2021 by Implied Expectations

My thoughts on Zillow after its second quarter.

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Spotify

Spotify 2Q 2021 Update: Soft MAU Growth Has Reversed; Podcast Business Starting to Ramp

Posted on August 5, 2021August 6, 2021 by Implied Expectations

My thoughts on Spotify after its second quarter.

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Netflix

Netflix 2Q 2021 Update

Posted on July 23, 2021July 23, 2021 by Implied Expectations

My thoughts on Netflix after its second quarter results.

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