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Implied Expectations

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, [...]

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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Posted in Zillow Group  |  Tagged Standard, Update, Zillow Group
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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Posted in Spotify  |  Tagged Spotify, Standard, Update
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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Posted in Netflix  |  Tagged Netflix, Standard, Update
Stitch Fix

Quick Note on Stitch Fix: More Optionality?

Posted on June 15, 2021June 15, 2021 by Implied Expectations

My thoughts on a potential opportunity for Stitch Fix.

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Posted in Stitch Fix  |  Tagged Standard, Stitch Fix
Stitch Fix

Stitch Fix F3Q Update: Preparing for an Acceleration

Posted on June 11, 2021June 11, 2021 by Implied Expectations

My thoughts on Stitch Fix after its fiscal third quarter.

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Posted in Stitch Fix  |  Tagged Standard, Stitch Fix, Update
Airbnb

A Conversation About Airbnb

Posted on June 4, 2021June 11, 2021 by Implied Expectations

A conversation about Airbnb.

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Posted in Airbnb  |  Tagged Airbnb, conversation, Standard
Airbnb

Airbnb 1Q 2021 Update

Posted on May 27, 2021May 27, 2021 by Implied Expectations

My thoughts on Airbnb and its first quarter.

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Posted in Airbnb  |  Tagged Airbnb, Standard, Update
Spotify

Spotify: What’s Priced In

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

My thoughts about what’s priced in to Spotify shares at $223 per share.

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Posted in Spotify  |  Tagged Spotify, Standard, Update, What's Priced In
Peloton Interactive

Peloton Fiscal 3Q 2021 Update

Posted on May 12, 2021May 12, 2021 by Implied Expectations

My thoughts on Peloton and its fiscal third quarter.

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Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
Peloton Interactive

Peloton Tread Recall Update

Posted on May 5, 2021May 5, 2021 by Implied Expectations

My thoughts on Peloton’s Tread+ and Tread recalls.

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Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
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Recent Posts
  • Carvana: Still Cheap February 27, 2025
  • Netflix: Levered Buyback In The Cards? January 29, 2025
  • Spotify: Investor Fatigue to Exuberance Inside of Two Years November 22, 2024
  • Netflix: A Valuation Update July 23, 2024
  • Netflix: A Change in Posture April 25, 2024
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