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

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

A Conversation About Stitch Fix

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

A conversation about Stitch Fix.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
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.

Continue reading →
Posted in Netflix  |  Tagged Netflix, Standard, Update
Airbnb

Airbnb

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

My first post about Airbnb.

Continue reading →
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.

Continue reading →
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.

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

Peloton Fiscal 1Q 2021 Update

Posted on November 10, 2020November 10, 2020 by Implied Expectations

My thoughts on Peloton’s fiscal first quarter.

Continue reading →
Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
  • 1
  • …
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • …
  • 18

category
673f35750e168
1
1
73,77,79,1
Loading....
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
© 2024 Implied Expectations. All rights reserved.
    • WooCommerce not Found
  • -