Skip to content
  • Login
  • Sample Posts
  • Resources
  • Testimonials
  • About
  • Fulfillment Policy
  • Login
  • Sample Posts
  • Resources
  • Testimonials
  • About
  • Fulfillment Policy
Implied Expectations

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

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, [...]

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 2Q 2021 Update

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

My thoughts on Netflix after its second quarter results.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
Spotify

Spotify 1Q 2021 Update

Posted on May 4, 2021May 5, 2021 by Implied Expectations

My latest thoughts on Spotify and its first quarter.

Continue reading →
Posted in Spotify  |  Tagged Spotify, Standard, Update
Netflix, Sample Posts

Netflix 1Q 2021 Update

Posted on April 23, 2021June 14, 2021 by Implied Expectations

My thoughts on Netflix’s first quarter.

Continue reading →
Posted in Netflix, Sample Posts  |  Tagged Netflix, Update
  • 1
  • …
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • 19

category
6767bd67af6ff
1
1
73,77,79,1
Loading....
Recent Posts
  • 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
  • Carvana: Ramping February 8, 2024
  • Netflix: The Streaming Wars That Never Started February 2, 2024
© 2024 Implied Expectations. All rights reserved.
    • WooCommerce not Found
  • -