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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 [...]

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
Stitch Fix

A Conversation About Stitch Fix

Posted on March 26, 2021April 5, 2021 by Implied Expectations

A conversation about Stitch Fix.

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

Stitch Fix: Starting To Unshackle Itself

Posted on March 24, 2021April 16, 2021 by Implied Expectations

My first post about Stitch Fix.

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Posted in Stitch Fix  |  Tagged First post, Standard, Stitch Fix
Peloton Interactive

Peloton Fiscal 2Q 2021 Update

Posted on February 17, 2021February 18, 2021 by Implied Expectations

My thoughts on Peloton’s fiscal second quarter.

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

Spotify 4Q 2020 Update

Posted on February 12, 2021April 29, 2021 by Implied Expectations

My thoughts on Spotify and its fourth quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Amazon

Amazon 4Q 2020 Update

Posted on February 5, 2021February 10, 2021 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Netflix

Netflix 4Q 2020 Update

Posted on January 22, 2021January 22, 2021 by Implied Expectations

My thoughts on the company’s fourth quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Airbnb

Airbnb

Posted on December 11, 2020December 16, 2020 by Implied Expectations

My first post about Airbnb.

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Posted in Airbnb  |  Tagged Airbnb, First post, Standard
Amazon

Amazon 3Q 2020 Update

Posted on December 2, 2020December 2, 2020 by Implied Expectations

My thoughts on the company’s third quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Zillow Group

Zillow Group 3Q 2020 Update

Posted on November 15, 2020November 23, 2020 by Implied Expectations

My thoughts on the company’s third quarter.

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Posted in Zillow Group  |  Tagged Standard, Update, Zillow Group
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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
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