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Implied Expectations

An investment blog with a two decade view

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 [...]

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 [...]

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
Spotify

Spotify 1Q 2021 Update

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

My latest thoughts on Spotify and its first quarter.

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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.

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Posted in Netflix, Sample Posts  |  Tagged Netflix, Update
Stitch Fix

Another Conversation About Stitch Fix

Posted on April 6, 2021April 6, 2021 by Implied Expectations

Another conversation about Stitch Fix.

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Posted in Stitch Fix  |  Tagged conversation, Standard, Stitch Fix
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Recent Posts
  • 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
  • Spotify: The New Modus Operandi December 15, 2023
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