Implied Expectations – Page 7 – 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: 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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Netflix

Netflix 3Q: Post-COVID Reacceleration in Content Slate Driving Reacceleration in Sub Growth

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

My thoughts on Netflix after its third quarter.

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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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